Navigating uncertainty: the impact of pipeline dynamics on North American gas supply
1 minute read
Senior Research Analyst, North America Gas
Latest articles by EunjiView Eunji Oh's full profile
Without new pipes being developed, the Northeast would face two different dilemmas by destination markets. Export pipes to growing demand hubs like the Gulf Coast, South Atlantic and Midwest would run completely full. However, export pipes to the intra-Northeast, New England and north to the Canadian markets would experience underutilization as gas demand in these regions declines over time from energy transition efforts.
Our scenario analysis highlights a future that is notably different from our base case, which can be unpicked in great details using our North America Gas Service. In the full video which leverages our industry-leading proprietary modelling capability, we modelled how this prolific producing region would react if pipelines can't support future growth and how the lack of infrastructure development impacts our base case production outlook.