Commodity Market Report
North America Gas long-term outlook H1 2020 highlights: Black swans usher in paradigm shifts
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Report summary
The black swan events of the coronavirus pandemic and the oil price collapse have created unprecedented market uncertainty that is testing the limits of the North American gas market. The pullback in US upstream activity led to a precipitous drop in associated gas. US gas producers may have reason to be optimisitc in the near-term, but they must content with the growing Energy Transition as the cost basis of renewable energy generation continues to improve. Meanwhile, coronavirus has eroded global demand, revealing how closely North American gas markets are tied to their global counterparts and raising questions around demand for US LNG exports.
Table of contents
- H1 2020 Highlights
-
Key drivers behind the supply reduction
- Non-associated gas – back in the spotlight
- Northeast
- Haynesville
- Residential and commercial demand
- Industrial
- Power
- Permian
- Northeast
- Gulf Coast
- Mid-Continent
- West
- Canada
- Mexico
- Gas price forecast
Tables and charts
This report includes 5 images and tables including:
- Associated gas production by play
- Cumulative new industrial capacity from 2019 leve
- US power generation by source
- North America gas price forecast
- Non-associated gas production
What's included
This report contains:
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