Insight
Coronavirus: impact on US gas markets (19 June update)
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Summer gas burns are increasing and the economy is re-opening. However, on a weather normalized basis and despite extremely low gas prices incentivizing economic coal-to-gas switching, gas burns are still under performing. Industrial demand continues it gradual recovery, but has not recovered to 2019 levels yet. While refinery, chemicals, oil & gas extraction and metals sector demand are still recovering, the fertilizer sector has been resilient during the coronavirus pandemic. Will the pace of US gas demand recovery pick up? We will continue to monitor, refresh and expand our prior insight as noteworthy changes occur.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Navigating Mexico's Natural Gas Market: Short-term Heat, Long Term Horizons
Navigate Mexico's natural gas market, exploring the seasonal and structural drivers behind its supply/demand fundamentals.
$950
Insight
The impact of 50% tariffs on US steel
US 50% steel tariffs redraw trade flows. We assess the impact on demand, production, and top exporters. No partner is immune.
$1,050
Insight
Tariff turmoil: how big a cost hit will US oil and gas operators take?
We assess the impact of the Trump administration's 2025 tariff policies on the US upstream oil and gas sector.
$1,350
