North America gas markets short-term outlook October 2015 Report

Commodity Market Report 23 October 2015

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Report summary

A warmer than normal start to the winter could mask strong gas demand until late November or December. However, beyond the mild forecast for early November, demand could offer some support for prices. Overall demand—including feedgas for the Sabine Pass LNG export plant and exports to Mexico—through the winter is expected to climb by 5.7 bcfd, even though heating demand won't hit last year's mark if weather reverts to norms. As the weather turns colder, the impact of the low prices and coal unit retirements signal new record highs for gas burn, and industrial projects, once delayed, coming online, will add new gas demand.

Executive summary
- Winter Prices—some upside to NYMEX levels
- 2016—Surprisingly bullish
Infrastructure
- Storage
Supply
- Supply Details
Demand
- Industrial
- Power
- LNG
  - Sabine Pass
Regional
- Northeast basis