Commodity Market Report
Global gas: North America regional market report (Nov 2021)
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Report summary
The investment landscape for the North American gas market is looking better than ever. Substantial demand for North American LNG exports has returned, the post-pandemic demand recovery has created tightness in the coal market that in turn boosts power burns for gas, and operators are ramping up production slower than expected. We expect many of the dynamics set to reverse course in the near term, and the price premium in today’s market will disappear in a few years to push Henry Hub back to near $3/mmbtu by 2024, but still high enough to support continued North American gas market expansion. Highlights of our most recent update include: • Supply is returning at a measured pace • LNG exports tighten market quickly in mid-2020s • Demand growth stalls with progress towards 2030 emissions reduction targets
Table of contents
- Supply is returning at a measured pace
- LNG exports tighten market quickly in mid-2020s
- Demand growth stalls with progress towards 2030 emissions reduction targets
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