Commodity Market Report

North America gas markets short-term outlook: Near record June warmth and a record storage reclassification

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23 June 2021

North America gas markets short-term outlook: Near record June warmth and a record storage reclassification

Report summary

Henry Hub gas prices continue their rally with near record June warmth, a record storage reclassification, and TETCO southbound flow constraints. Contributing to this rally are strong exports, despite seasonality for LNG feed gas levels due to maintenance and outages. However, downside risks remain largely from US gas production. Will producer capital discipline and more focus on ESG measures slow down recent production outperformance? Or will coal-to-gas displacement at higher gas prices be more “stickier” resulting in higher gas burns as we approach peak summer power demand?

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What's included

This report contains:

  • Document

    North America Gas Markets Short Term Outlook Near Record June Warmth And A Record Storage Reclassification.pdf

    PDF 886.67 KB

  • Document

    Northeast Takeaway Capacity.xlsx

    XLSX 480.66 KB

  • Document

    Power Demand Curve.xls

    XLS 183.00 KB

  • Document

    Price Outlook.xls

    XLS 122.50 KB

  • Document

    Storage Outlook.xls

    XLS 162.00 KB

  • Document

    Supply Demand Balances.xls

    XLS 330.50 KB

  • Document

    Supply Detail.xlsx

    XLSX 281.65 KB

  • Document

    Basis Outlook.xls

    XLS 113.00 KB

  • Document

    Demand Detail.xls

    XLS 806.00 KB

  • Document

    Industrial Index.xls

    XLS 119.00 KB

  • Document

    LNG Detail Incl Export.xls

    XLS 233.00 KB

  • Document

    NGL Price Outlook.xls

    XLS 177.50 KB