Commodity Market Report

North America gas markets short-term outlook: Record LNG and Mexican exports support Henry Hub gas prices

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21 April 2021

North America gas markets short-term outlook: Record LNG and Mexican exports support Henry Hub gas prices

Report summary

The US is now the second largest global gas exporter, thanks largely to record LNG and Mexican outflows. Add in gas destined for Canada, and the US is currently exporting over 20 bcfd. This is expected to grow even higher in the future, lending support to Henry Hub gas prices. Higher prices will likely lead to reversals in economic coal-to-gas displacement, though, throughout the injection season. Our end of season projection is around the five-year average currently, likely limiting Henry Hub upside for this summer. What about the winter, though? Continued capital discipline from producers, and potential new LNG, could tighten the balances into a large deficit.

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What's included

This report contains:

  • Document

    North America Gas Markets Short Term Outlook Record LNG And Mexican Exports Support Henry Hub Gas Prices.pdf

    PDF 818.61 KB

  • Document

    Power Demand Curve.xls

    XLS 183.00 KB

  • Document

    Price Outlook.xls

    XLS 122.00 KB

  • Document

    Storage Outlook.xls

    XLS 159.50 KB

  • Document

    Supply Demand Balances.xls

    XLS 328.00 KB

  • Document

    Supply Detail.xlsx

    XLSX 282.54 KB

  • Document

    Basis Outlook.xls

    XLS 113.00 KB

  • Document

    Demand Detail.xls

    XLS 801.50 KB

  • Document

    Industrial Index.xls

    XLS 116.50 KB

  • Document

    LNG Detail Incl Export.xls

    XLS 232.50 KB

  • Document

    NGL Price Outlook.xls

    XLS 177.50 KB

  • Document

    Northeast Takeaway Capacity.xlsx

    XLSX 480.54 KB