Commodity Market Report
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?
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Commodity Market Report
North America gas weekly update: Freeport LNG woes continue
Higher injections lie ahead amid mild shoulder season demand
$1,700
Commodity Market Report
North America coal short-term outlook March 2024
Weak coal generation is on the cards for spring, as gas prices finish their winter collapse.
$5,000
Commodity Market Report
North America Crude Markets short-term outlook: April 2024
TMX and concluding US refinery maintenance will soon bring change… but just how soon?
$3,500