National Fuel Gas Company · NYSE:NFG
National Fuel Gas — National Fuel Gas Distribution — Corporate Update (October 2026)
21 slides from National Fuel Gas's corporate update, Oct 20, 2026
Slide 1: Fall 2026 Marketer / Supplier Teleconference
National Fuel Gas Distribution Corporation Fall 2026 Marketer / Supplier Teleconference
Slide 2: Agenda
National Fuel Gas Distribution Corporation Fall 2026 Marketer/Supplier Teleconference October 20, 2026 2:00 p.m. EST AGENDA Welcome and Introduction Dan Czechowicz Regulatory Update Caitlin DiGiore Capacity Update Nick Pasquarella Transportation Update Chase Bahne & Reve Rofot General Discussion All
Slide 3: NFGDC Transportation Customers and Annual Throughput
NFGDC Transportation Customers and Annual Throughput Transportation Customers (as of October 2026) New York STBA (Aggregation) 27,732 DMT (Aggregation) 45 MMT (Stand Alone) 1 Total New York 27,778 Pennsylvania MMNGS (Aggregation) 4,249 SATS (Aggregation) 19,741 53.6% 53.5% 54.2% 53.1% 51.6% 50.2% DM
Slide 4: Rates & Regulatory Update
National Fuel Gas Distribution Corporation Fall 2026 Marketer/Supplier Teleconference Rates & Regulatory Update Presentation by: Caitlin DiGiore October 20, 2026 4 NFGDC Fall 2026 Marketer Teleconference
Slide 5: Rates & Regulatory Update
Rates & Regulatory Update Federal Update Pipeline Rate Events • Columbia Gas Transmission, LLP [RP24-1103] • Filed general NGA Section 4 rate case on September 30, 2024 • Stipulation & Agreement approved by FERC on October 30, 2025 • Period III rates to be put into effect as of April 1, 2027 • Inclu
Slide 6: Questions?
Questions ? 6 NFGDC Fall 2026 Marketer Teleconference
Slide 7: Capacity Review
National Fuel Gas Distribution Corporation Fall 2026 Marketer/Supplier Teleconference Capacity Review Presentation by: Nick Pasquarella October 20, 2026 7 NFGDC Fall 2026 Marketer Teleconference
Slide 8: New York & Pennsylvania Capacity Release
New York & Pennsylvania Capacity Release New York Supplier Transportation Balancing and Aggregation (STBA) Mandatory Upstream Transmission Capacity (MUTC) Intermediate NFGSC ESS Capacity Pennsylvania Small Aggregation Transportation Supplier (SATS) Released Transmission Capacity (RTC) Interm
Slide 9: NY STBA Capacity Release
NY STBA Capacity Release Serves requirements up to 62 HDD Upstream Release Rates, $/Dth Upstream: 67% Intermediate: 33% April WACOC Rate NFGSC ESS TGP FT Rel. Rate 1 $ Max Rate $ 2022 8.96 5.12 10.61 NFGSC TGP NFGSC 2023 8.33 5.10 9.72 ESS: 30% FT: 70% ESS: 33% 2024 8.27 5.98 9.25 2025 9.10 5.98 10.
Slide 10: Pennsylvania SATS Capacity Release
Pennsylvania SATS Capacity Release Serves requirements up to 62 HDD Upstream Intermediate Upstream Release Rates, $/Dth Capacity Capacity August WACOC Rate/TGP FT Release Rate 2022 8.17 2023 7.95 46% TGP 54% ESS 2024 7.10 Capacity Capacity 2025 7.67 2026 7.29 100% NFGSC EFT Capacity NFGDC Capacity E
Slide 11: Questions?
Questions ? 11 NFGDC Fall 2026 Marketer Teleconference
Slide 12: Transportation Services Update
National Fuel Gas Distribution Corporation Fall 2026 Marketer/Supplier Teleconference Transportation Services Update Presentation by: Chase Bahne & Reve Rofot October 20, 2026 12 NFGDC Fall 2026 Marketer Teleconference
Slide 13: Marketer/Supplier Support
Marketer/Supplier Support General Information • NFGDC Website: https://www.nationalfuel.com/business-partners/ • TSS Help Desk: (716) 857-7232 • After Hours Support (24/7) • Business Hours: 7:30 am – 5:00 pm • email: [email protected] • Billing Help Desk: (716) 857-7432 • Business Hours: 8:00 a
Slide 14: Transportation Scheduling System (TSS)
Transportation Scheduling System (TSS) Marketer Contact Information • Update in TSS, under Setup > Business Party > Contacts • Important to keep contact information current • The following notices use TSS Contact Information: • System Alerts / OFOs • Scheduling Cuts • Capacity Release • Announcement
Slide 15: Marketer Requirements
Marketer Requirements Daily Delivery Quantities (DDQs) • Customer usage estimates based on usage history, weather forecasts, and actual measurement including mid course correction • Meet daily delivery quantity requirements (DDQs) to serve your market • Posted in TSS and in the Secure Transactions s
Slide 16: Marketer Requirements
Marketer Requirements Minimizing Month End Imbalances Marketer communication with customers is crucial • Customer usage changes need to be monitored by the marketer • Customers whose usage has daily / monthly variability (i.e. difficult to estimate) • Customers whose usage is being estimated for lon
Slide 17: Marketer Requirements: End of month storage inventory
Marketer Requirements End of month storage inventory requirements (minimums, not targets) New York (STBA) Pennsylvania (SATS) EOM Minimum % EOM Minimum % April 0% 0% May 12% 12% Injection June 29% 29% July 46% 46% August 63% 63% September 80% 80% October 95% 95% November 89% 86% Withdrawal December
Slide 18: System Maintenance Orders
System Maintenance Orders MAINTAIN SYSTEM OPERATIONAL INTEGRITY Communication: email and website postings 1. System Alert 2. Operational Flow Order (OFO) DDQ Requirements for: Underdelivery OFO Overdelivery OFO Normal Operations • NY STBA 98-105% 95-102% 95%-105% • PA SATS 100-102% 98-100% 98%-102%
Slide 19: System Maintenance Orders
System Maintenance Orders Operational Flow Order (OFO) New York Tariff – General Information Section 20.E “During any period in which the Company determines, in its sole discretion, that its ability to accommodate imbalances is restricted or impaired, or in order to maintain system operational integ
Slide 20: Marketer Responsibility
Marketer Responsibility Cybersecurity Insurance • Pennsylvania Marketers, Suppliers and Agents • Required to have $2 million of insurance • Maintain and provide current certificates of insurance • Respond to emails from “[email protected]” Pipeline Critical Notices • Regularly review the appropri
Slide 21: Questions?
Questions ? 21 NFGDC Fall 2026 Marketer Teleconference
National Fuel Gas Distribution — Corporate Update (October 2026) on 6ix