News

Waha Price Collapse Fails to Spur Mexico Exports Amid Shoulder Season Weakness

Natural Gas Intelligence · last updated

Despite record-breaking price weakness at the Waha hub in West Texas, US natural gas exports to Mexico have not surged to match the discount.

Chart comparing Agua Dulce and Waha natural gas bidweek prices with U.S. pipeline exports to Mexico, showing exports fluctuating between about 6.0 Bcf/d and 7.5 Bcf/d from April 2024 to April 2026, while Waha prices turn negative at times and Agua Dulce trades mostly between $1.00/MMBtu and $6.00/MMBtu.

At a Glance:

  • April flows trail year-ago levels
  • Waha plunges
  • Manzanillo III boosts power demand

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