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Sign of Things to Come? North Baja Demand for U.S. Natural Gas Swelling — Spotlight

Natural Gas Intelligence · last updated

Flows on TC Energy Corp.’s North Baja (NBAJA) system have risen above 600 MMcf/d over the past few days as northwestern Mexico pulls more U.S. natural gas.

Line and bar chart showing NGI's Agua Dulce and Waha natural gas bidweek prices from July 2023 to July 2025 alongside average US natural gas pipeline exports to Mexico in Bcf/d, illustrating price volatility and export growth trends.

California exports into Mexico have averaged 530 MMcf/d so far in July, up from 410 MMcf/d in June, according to NGI calculations.

This may be because deliveries are ramping up to Sempra’s Energía Costa Azul (ECA) Phase 1 LNG re-export terminal in Mexico’s Ensenada, according to NGI senior energy analyst Josiah Clinedinst.

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