Natural Gas Supply & Demand

North American LNG service provides you with dynamic insights through comprehensive estimates of LNG pipeline feedgas/sendout, facility-level storage volumes, and shipping exports/imports for the North American market. Our unique offering uses our proprietary asset monitoring network to track 100% of the US LNG export terminals. This gives you a complete view of the LNG market that combines pipeline nominations data, infrared image observations of facilities, and vessel movements via our terrestrial and satellite-based AIS ship tracking capabilities.

• Understand the underlying supply and demand dynamics in both local and national markets ahead of other market participants.
• Get alerted to outages before interstate pipelines post drops in delivery nominations.
• See events such as shutdowns and start-ups when they occur. We have a 24-hour view of Sabine Pass, Corpus Christi, Freeport, Cove Point and Elba Island, with plans for expansion.
• Coverage includes live cameras of terminal berths and infrared views of liquefaction trains.
• Reach out to our team for expert insights into LNG product or market-related activity.

A comprehensive view of natural gas supply and demand in Mexico combining public data with direct pipeline flow measurements at state, regional, and national levels. Our service includes real-time updates on pipeline activity, maintenance events, and infrastructure developments for a data-driven approach that offers historical market insights and supports our five-year forecast.

A granular view the Mexican natural gas market

• Real-time estimates of U.S. natural gas exports to Mexico.
• Daily supply and demand balance for 30 Mexican states, six gas regions, and the nation as a whole.
• Weekly analysis with commentary of major market topics and regulatory/policy developments.
• Monthly updated 5-year forecast of S&D fundamentals.

Detailed coverage of Continental Europe and the top five trading regions, providing clear supply and demand insights to help you make sense of market movements and price behaviour in a volatile market.

Key features:

• Pipeline data for production, imports, exports, demand, and storage behavior
• S&D balances modelled at continent and trading region levels
• 14-day demand forecast with long-term normal weather projections
• System-level constraint tracking
• Power stack analysis detailing regional dynamics
• Storage inventory forecasts extending out 3 seasons

Benefits:

• Track daily market fundamentals and price movements
• Manage regional risk with extended forecasts
• Understand underlying supply and demand dynamics
• Access expert analyst support for inquiries
• Identify trading opportunities in spot and future markets

Daily breakdown of US natural gas supply and demand balances on nation-wide and EIA storage region level. Further informed by Wood Mackenzie’s supply side analytics, proprietary monitors at natural gas generation units, and exporting pipelines at the Mexican border.

Gain true insight into US supply and demand

• Storage calls delivered two days before the EIA estimate to compare to your models for more accurate forecasting.
• Sector-specific demand insights break down consumption with data on production, imports, exports, and power demand.
• Daily estimates, 30-day forecasts, a five-year historical view, and daily gross-up of pipeline production supported by our real-time proprietary LNG monitoring network.

Post-EIA data recap, after the EIA storage release, highlighting the implied fundamental meaning of current week’s release.

Our 18-Month supply & demand outlook on natural gas production, demand, imports/exports, and corresponding storage balances in the US lower 48. It is the industry’s only forecasts that incorporates the impact of forward prices on S&D fundamentals without forcing storage inventory projections to "acceptable" levels.

Anticipate long-term market impacts and trends

• Weekly outlook published two days before the EIA weekly report.
• Models, analysis, and data to identify changes in line-item trends, such as production, exports to Mexico, LNG, and power burn.
• Weekly analysis reflects the latest market prices and weather predictions.