Insight
Fate sealed? Western Canadian supply loses Eastern Canada to the Northeast supply in 2018
Report summary
The Northeast pipeline projects that have received their certificates will unleash the low-cost Utica and Marcellus gas and intensify supply competition outside of the Northeast. For Canadian gas producers who are most concerned about accessing the Eastern Canadian markets, the outlook for three projects in particular - Northern Access, Rover, and Nexus - is not as straightforward as it may seem. The three Northeast projects would collectively displace more than 1.5 bcfd of WCSB supply in Eastern Canada from today's level. By 2019 more than 80% of the Eastern Canadian market demand will be served by Northeast supply, up from 30% today. Key implications include: Dawn market for the next winter Risk around AECO basis and WCSB production
Table of contents
- Fate sealed? Western Canadian supply loses Eastern Canada to the Northeast supply in 2018
Tables and charts
This report includes 4 images and tables including:
- Revised pipeline schedule
- Supply source for Eastern Canada
- Basis forecast
- Price forecast
What's included
This report contains:
Other reports you may be interested in
07 May 2019
Northeast gas production – running out of steam?
Insight
Northeast gas production – running out of steam?
The Northeast is transitioning as producers are faced with new market realities and investor expectations
$95012 June 2018
North America gas long-term outlook H1 2018 data: All gassed up and nowhere domestic to go—long-term growth travels abroad
Commodity Market Report
North America gas long-term outlook H1 2018 data: All gassed up and nowhere domestic to go—long-term growth travels abroad
Basins jockey to fill global LNG demand; NA supply grows to 150 bcfd by 2040 and North America LNG exports will approach 20 bcfd by 2030.
$10,80026 September 2017
Poised for growth: TransCanada receives regulatory approval for the Canadian Mainline bullet service
Inform
Poised for growth: TransCanada receives regulatory approval for the Canadian Mainline bullet service
TransCanada's bullet service receives its final regulatory approval, allowing WCSB supply to compete more effectively in eastern Canada.
$700
Trusted by leading organisations
