What's inside this year's report?
Markets sure can change in a year. Henry Hub has seen some ups and downs, but there are five things framing how we're looking at the year ahead:
- What will the effect of sustained producer capital discipline be?
- With Northeastern pipelines in doubt, does the Gulf Coast benefit?
- How tethered will Henry Hub be to global price shocks?
- What's a stronger force: investor-led ESG pressure, or regulation?
- How many FIDs will we see at North American LNG terminals?
While we can't predict the future, perhaps focusing on these points can help us enter the new year with our eyes wide open.