Commodity Market Report

North America gas markets short-term outlook March 2018: mounting storage deficit keeps prices elevated

From

$1,350.00

You can pay by card or invoice

From

$1,350.00

You can pay by card or invoice

Get this Commodity Market Report as part of a subscription

Enquire about subscriptions

Already have a subscription? Sign In

Further information

Pay by Invoice or Credit Card FAQs

Contact us

Submit your details to receive further information about this report.

For details on how your data is used and stored, see our Privacy Notice.
 

Report summary

The 93 bcf withdrawal last week was again demonstrative of a tighter than normal supply-demand balance, driven by a delayed supply growth and elevated power burns. Our end-of-season inventory estimate is 1,348 bcf, the lowest it has been since 2014. Consequently, we have revised up our summer strip, but power burns could strengthen in the wake of changing coal contracts, and the higher oil price could shifts production from dry-gas to liquids-rich sub-plays, resulting in more tempered production growth. Beyond injection season, the opening throttle on Northeast pipes unleashes supply that keeps the winter strip in check.

What's included

This report contains

  • Document

    Basis Outlook.xls

    XLS 129.50 KB

  • Document

    Demand Detail.xls

    XLS 697.00 KB

  • Document

    Industrial Index.xls

    XLS 124.00 KB

  • Document

    LNG Detail incl Export.xls

    XLS 224.50 KB

  • Document

    NGL Price Outlook.xls

    XLS 118.00 KB

  • Document

    Northeast Takeaway Capacity.xls

    XLS 539.00 KB

  • Document

    Power Demand Curve.xls

    XLS 124.50 KB

  • Document

    Price Outlook.xls

    XLS 143.50 KB

  • Document

    Storage Outlook.xls

    XLS 156.00 KB

  • Document

    Supply Demand Balances.xls

    XLS 315.50 KB

  • Document

    Supply Detail.xlsx

    XLSX 213.82 KB

  • Document

    North America gas markets short-term outlook March 2018: mounting storage deficit keeps prices elevated

    PDF 557.48 KB

  • Document

    North America gas markets short-term outlook March 2018: mounting storage deficit keeps prices elevated

    ZIP 2.08 MB

Table of contents

Tables and charts

This report includes 15 images and tables including:

Tables

  • US storage inventories (bcf)
  • Key supply metrics and indicators
  • Russian strategy: base case versus market share scenario
  • Canada supply-demand outlook (bcfd)
  • Executive summary: Table 1
  • US supply-demand outlook (bcfd)
  • Regional: Table 2

Images

  • Weather adjusted withdrawals 1.5 bcfd above normal
  • Lower 48 dry production forecast
  • Impact to Henry Hub forecast relative to the previous STO
  • Feedgas projections by terminal
  • Pipeline maintenance
  • Henry Hub price outlook
  • Dominion South Basis
  • Basis outlook

Questions about this report?

  • Europe:
    +44 131 243 4400
  • Americas:
    +1 713 470 1600
  • Asia Pacific:
    +65 6518 0800