Commodity Market Report

North America gas 2021 outlook to 2050

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30 June 2021

North America gas 2021 outlook to 2050

Report summary

In this update, we examine each market balancing mechanism in depth. How is capital discipline unfolding in the upstream sector as oil prices continue to rise? What role will growing global demand for North America LNG exports play in price support? Will new gas pipeline infrastructure be needed to relieve constraints? We also explore how energy transition themes continue to evolve and impact gas demand and what will drive renewables penetration in the power sector. And for the first time, this outlook incorporates renewable natural gas (RNG) and blue hydrogen in the modelled fuel mix to gain a clearer picture of how developing technologies are impacting the North America gas market as the world aims to decarbonize.

Table of contents

  • Near term (2021-2025): headwinds for Henry Hub as associated supply growth resumes
  • Medium term (2026-2035): rising exports tighten market balance and push up prices
  • Long term (2036-2050): Henry Hub set by the cost of marginal non-associated supply
  • Associated gas
  • Non-associated gas
  • Corporate themes
  • Renewable natural gas
  • Residential and commercial demand
  • Industrial demand
    • Blue hydrogen demand
  • Transportation demand
  • LNG
    • Canada
    • Mexico
  • Policy changes impacting the upstream sector
  • Policy changes impacting the midstream sector
  • Policy changes impacting the power market
  • Canada’s carbon tax regime

Tables and charts

This report includes 9 images and tables including:

  • North American supply outlook to 2050
  • Comparison to H2 2020 outlook
  • North American gas demand outlook to 2050
  • Comparison to H2 2020 outlook
  • North America cumulative new industrial capacity (bcfd)
  • US generation by fuel type
  • North American gas trade outlook to 2050
  • Comparison to H2 2020 outlook
  • North America gas price forecast

What's included

This report contains:

  • Document

    LNG Breakout North America Gas 2021 Outlook To 2050.xls

    XLS 938.00 KB

  • Document

    New Industrial Capacity North America Gas 2021 Outlook To 2050.xls

    XLS 539.50 KB

  • Document

    Price Outlook North America Gas 2021 Outlook To 2050.xls

    XLS 1.46 MB

  • Document

    Supply And Demand Balances North America Gas 2021 Outlook To 2050.xls

    XLS 1.08 MB

  • Document

    Supply Breakout North America Gas 2021 Outlook To 2050.xls

    XLS 1.15 MB

  • Document

    Demand Breakout North America Gas 2021 Outlook To 2050.xls

    XLS 2.60 MB

  • Document

    Infrastructure North America Gas 2021 Outlook To 2050.xls

    XLS 288.00 KB

  • Document

    North America gas 2021 outlook to 2050

    PDF 1018.36 KB