Commodity Market Report
North America gas long-term outlook H2 2019: Capital discipline leads to a higher price floor
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Report summary
Dive deeper into the data on a macro and regional level with detailed analysis following our H2 2019 update with the US and Canadian presentations: • How does capital discipline affect suppliers and the near-term gas price? • Associated gas: how much, when, from where, and what does it push out? • What is the effect of a deferred LNG build? • The rise of renewables will lead to a lower gas power burn this decade, but how will the de-carbonization affect gas markets in the long term? • What are the challenges facing pipeline builds beyond the Northeast?
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