Commodity Market Report

North America gas markets short-term outlook: Record production & delayed Freeport restart provides storage cushion

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22 September 2022

North America gas markets short-term outlook: Record production & delayed Freeport restart provides storage cushion

Report summary

LNG is once again having an outsized impact in North America gas markets. • Freeport LNG’s delayed restart has provided a much-needed winter storage cushion • More clarity on Cheniere’s non-compliant LNG gas turbines removes some bearish market sentiment • Storm activity is picking up in the Atlantic Basin and poses risks to both tanker traffic and liquefaction • Faster than anticipated start-up at Plaquemines and Golden Pass will necessitate incremental feedgas requirements in 2H 2024 US gas production which had a tough time catching up to the higher LNG feedgas requirements is now starting to outperform at record levels. Find out more about how North America gas balances are evolving for this winter and beyond.

Table of contents

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Tables and charts

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What's included

This report contains:

  • Document

    September 2022 STO.pdf

    PDF 1.03 MB

  • Document

    Basis Outlook.xls

    XLS 117.00 KB

  • Document

    Demand Detail.xls

    XLS 864.00 KB

  • Document

    Industrial Index.xls

    XLS 125.00 KB

  • Document

    LNG Detail Incl Export.xls

    XLS 261.00 KB

  • Document

    NGL Price Outlook.xls

    XLS 645.50 KB

  • Document

    Northeast Takeaway Capacity.xlsx

    XLSX 484.86 KB

  • Document

    Power Demand Curve.xls

    XLS 183.50 KB

  • Document

    Price Outlook.xls

    XLS 127.00 KB

  • Document

    Storage Outlook.xls

    XLS 176.50 KB

  • Document

    Supply Demand Balances.xls

    XLS 360.50 KB

  • Document

    Supply Detail.xlsx

    XLSX 319.75 KB