Commodity market report
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19 Pages

North America gas markets short-term outlook October 2016


North America gas markets short-term outlook October 2016

Report summary

All eyes are on the winter weather forecasts as US production, coal markets, and net exports all signal bullish prices. Under normal weather, residential, commercial and industrial markets will add about 6 bcfd of demand over last year. A few early Northeast pipeline arrivals, and a DUC drawdown aren't enough to offset anaemic drilling levels and production heading into the injection season, but we expect a production recovery next year, as gas rigs are being added back. While added renewables take some of the pressure off of fossil generating capacity, rising gas prices will allow coal to recapture some market share, even if the industry has to reinvigorate idled equipment and miners.

What's included?

This report includes 12 file(s)

  • North America gas markets short-term outlook October 2016 PDF - 588.20 KB 19 Pages, 6 Tables, 6 Figures
  • Basis Outlook.xls XLS - 132.00 KB
  • Demand Detail.xls XLS - 670.00 KB
  • Industrial Index.xls XLS - 121.00 KB
  • LNG Detail incl Export.xls XLS - 221.00 KB
  • Northeast Takeaway Capacity.xls XLS - 488.00 KB
  • Power Demand Curve.xls XLS - 113.50 KB
  • Price Outlook.xls XLS - 136.00 KB
  • Storage Outlook.xls XLS - 149.00 KB
  • Supply Demand Balances.xls XLS - 305.50 KB
  • Supply Detail.xls XLS - 279.50 KB
  • NGL Price Outlook.xls XLS - 116.50 KB

Description

Volatility in oil markets and the growth of unconventional gas supply have created a high degree of uncertainty about future gas demand and the direction of gas prices.

This Gas Markets Short Term Outlook report forecasts future pricing, based on deep analysis of gas supply and demand fundamentals. Additionally, it addresses complex questions on gas flows, identifies future opportunities and informs fuel purchasing strategies.

Participants and investors can use this short term outlook report to understand gas markets and assess the impact of global gas dynamics and key market drivers.

Wood Mackenzie provides detailed supply, demand and price forecasts based on our integrated upstream, power, coal and LNG research. Our regional gas experts are based in the markets they analyse, providing comprehensive analyses of regional and global gas markets.

If you want to understand complex gas market dynamics and plan for the future, Wood Mackenzie is the premier resource to help you gain a clear, competitive advantage.

  • Executive summary
    • Domestic and export demand surges
  • Infrastructure
  • Supply
  • Demand
    • Industrial
    • Power
      • Year-over-year weather support expected to boost power demand this winter
    • Coal
  • LNG
  • Regional
    • Pipeline build outlook

In this report there are 12 tables or charts, including:

  • Executive summary
    • Executive summary: Table 1
    • Executive summary: Table 2
  • Infrastructure
    • SD imbalance is about 2.7 bcfd tighter than normal
    • US storage inventories (bcf)
  • Supply
    • Key supply metrics and indicators
    • Lower 48 dry gas production forecast
  • Demand
    • Leading indicators
  • LNG
    • Feedgas projections by terminal
  • Regional
    • Flows on Northeast routes recently expanded
    • Basis outlook
    • Canada supply-demand outlook (bcfd)
    • Mexico supply-demand outlook (bcfd)
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