In SPP, a few bad things are happening for natural gas. Total demand for carbon fueled power generation is down by about 2GW in April, and gas has lost market share to coal, from around 36-40% of thermal output last year, to 27-31% of thermal output this year.
The two primary culprits are (1) increased wind output and (2) higher natural gas prices.
Here are the poly lines for April '16 and '17, showing market share for natural gas:
The daily demand for carbon fueled power, with a 30-average line, for 2016 and 2017:
