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26 Pages

Global gas markets long-term outlook - North America - H2 2014

Global gas markets long-term outlook - North America - H2 2014

Report summary

A record-setting cold winter provided welcome price support for North American gas producers, and unexpected pain for gas and power end-users. Yet despite the old-school heating season, the themes defining North American gas markets remain unchanged. 

What's included?

This report includes 2 file(s)

  • Global gas markets long-term outlook - North America - H2 2014 PDF - 995.76 KB 26 Pages, 0 Tables, 14 Figures
  • regional market north america h2 2014.xls XLS - 593.50 KB


Volatility in oil markets and the growth of unconventional gas supply have created a high degree of uncertainty about future gas demand and the direction of gas prices.

This Gas Markets Long Term Outlook report forecasts future pricing, based on deep analysis of gas supply and demand fundamentals. Additionally, it addresses complex questions on gas flows, identifies future opportunities and informs fuel purchasing strategies.

Participants and investors can use this long term outlook report to understand gas markets and assess the impact of global gas dynamics and key market drivers.

Wood Mackenzie provides detailed supply, demand and price forecasts based on our integrated upstream, power, coal and LNG research. Our regional gas experts are based in the markets they analyse, providing comprehensive analyses of regional and global gas markets.

If you want to understand complex gas market dynamics and plan for the future, Wood Mackenzie is the premier resource to help you gain a clear, competitive advantage.

  • Executive summary
  • Prices
  • Demand
    • Economic growth
    • Energy policy developments
    • Gas demand by sector
    • Power sector
      • Electric load: sluggish post-recession recovery followed by historically lower growth rates.
      • Near-term coal retirements are well-defined
      • The EPA’s Clean Power Plan now becomes the biggest regulatory uncertainty facing the power sector
      • US new builds: renewables and gas vie for new energy needs
      • Mexico: a major shift to gas-fired generation is underway
      • Canada: more modest gas growth in power sector
    • Residential/commercial sector
    • Industrial sector
      • Fertilizers: US will become net exporter by 2017
      • Methanol: US project development supported by Chinese backing
      • Gas-to-liquids: small-scale projects will lead the way
      • Oil sands: low oil prices only a temporary hurdle
    • Transport sector
  • Supply
    • Indigenous production
    • Regional overview
    • Cost of new supply
  • Trade
    • Imports
    • Exports
    • Long-term competition
    • Intra-regional flows
      • Canada to US
      • US to Mexico
  • Supply-demand balances
    • Contracted supply-demand gap
    • Supply-demand balance
  • Risks and uncertainties
    • Downside pricing risks
    • Upside pricing risks

In this report there are 14 tables or charts, including:

  • Executive summary
  • Prices
    • North American gas price forecast
  • Demand
    • North America GDP growth forecast
    • North America gas end-use growth versus 2014
    • End use by country
    • Per-capita end-use consumption by country
  • Supply
    • US production by type
    • Canada production by type
    • Northeast shale production
    • Impact of WTI oil price on US gas breakevens
    • Impact of WTI oil price on Canada gas breakevens
  • Trade
    • North America LNG export infrastructure
    • Global gas price forecast
  • Supply-demand balances
    • LNG supply-demand gap
    • Supply-demand balance
  • Risks and uncertainties
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