Commodity Market Report
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.
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