Commodity market report

North America gas markets short-term outlook October 2017: supply keeps prices near current levels this winter

Loading current market price

Get this report

Loading current market price

Get this report as part of a subscription

Enquire about Subscriptions

Already have subscription? Sign In

Further information

Pay by Invoice or Credit Card FAQs

Contact us

Contact us about this report

Report summary

The winter strip has been revised up from the previous short term update although it is still lower than the current NYMEX. However there are a few things we're watching that could bring upside: Rig additions in the Northeast might be lower than expected if producers draw from DUC wells Canadian imports might disappoint due to lower capital guidance from producers Power burns could surprise the market as power demand shows resilience and hydro returns to normal. In 2018 expect supply to surge as 6.5 bcfd of new Northeast pipeline capacity comes online. The power market will offer demand support from coal retirements and lower levels of contracted coal. We see even more supply coming online in 2019 but delays in US export LNG facilities will make it difficult to take advantage of global demand.

What's included

This report contains

  • Document

    Basis Outlook.xls

    XLS 132.00 KB

  • Document

    Demand Detail.xls

    XLS 698.00 KB

  • Document

    Industrial Index.xls

    XLS 124.00 KB

  • Document

    LNG Detail incl Export.xls

    XLS 227.50 KB

  • Document

    NGL Price Outlook.xls

    XLS 228.00 KB

  • Document

    Northeast Takeaway Capacity.xls

    XLS 511.00 KB

  • Document

    Power Demand Curve.xls

    XLS 124.50 KB

  • Document

    Price Outlook.xls

    XLS 136.50 KB

  • Document

    Storage Outlook.xls

    XLS 156.00 KB

  • Document

    Supply Demand Balances.xls

    XLS 315.50 KB

  • Document

    Supply Detail.xls

    XLS 393.00 KB

  • Document

    North America gas markets short-term outlook October 2017: supply keeps prices near current levels this winter

    PDF 701.98 KB

  • Document

    North America gas markets short-term outlook October 2017: supply keeps prices near current levels this winter

    ZIP 2.22 MB

Table of contents

  • Executive summary
  • Infrastructure
  • Supply
  • Demand
  • LNG
  • Regional

Tables and charts

This report includes 14 images and tables including:

Images

  • Henry Hub price outlook
  • Weather adjusted injections 2 bcfd below normal
  • The map below shows the boundaries of our SCOOP-STACK sub-plays. The SCOOP Core, STACK Oil, Northeast STACK and Cana Wet Gas subplays are further split by reservoirs for our analysis.
  • Permits filed by reservoir-type
  • Implied prices on hedges added during Q1 2017
  • Feedgas projections by terminal
  • Regional: Image 1
  • Regional: Image 2

Tables

  • Key supply metrics and indicators
  • Short-term price outlook
  • US supply-demand outlook (bcfd)
  • Canada supply-demand outlook (bcfd)
  • Mexico supply-demand outlook (bcfd)
  • FERC certificates for Northeast pipeline projects in 2017: scheduled vs issued

You may be interested in

    
            
            
            
            
            
            
            
    

Questions about this report?

  • Europe:
    +44 131 243 4699
  • Americas:
    +1 713 470 1900
  • Asia Pacific:
    +61 2 8224 8898