Commodity Market Report
North America gas long-term outlook H2 2018: Pressure mounts for dry gas plays
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Report summary
Take a deeper dive into market influences on a macro and regional level: • What will higher associated gas production mean for dry gas supply and Henry Hub prices? • What are we expecting for the second and third waves of LNG terminals, and how much capacity could be added in North America? • How much more takeaway capacity is needed in the Permian, and what does that mean for Waha? • Even if the Northeast sees less investment in the near term, what role will it play in the longer term? • As Haynesville continues to grow, where are the sweet spots? • In a world of increasing renewables and retiring coal capacity, what role does gas play in the power market? • What will help alleviate AECO basis weakness? • Can anything compete with the Montney in WCSB?
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