Commodity market report
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18 Pages

North America gas markets short-term outlook September 2016

North America gas markets short-term outlook September 2016

Report summary

Fall may have arrived last week, but hotter weather seems to be persisting for now, which we expect will hold down storage injections and narrow the surplus to the five-year average. Yet we could see a bearish surprise next month as hotter late October temperatures could support injections, coal units could hold onto power load, and supply activity increases could ease concerns about the upside price risk with this coming winter's possible steep storage drawdown. However, limited supply growth and increased industrial and export demand will still create a bullish winter. 

What's included?

This report includes 12 file(s)

  • North America gas markets short-term outlook September 2016 PDF - 672.96 KB 18 Pages, 5 Tables, 7 Figures
  • Basis Outlook.xls XLS - 132.50 KB
  • Demand Detail.xls XLS - 670.00 KB
  • Industrial Index.xls XLS - 121.00 KB
  • LNG Detail incl Export.xls XLS - 221.00 KB
  • NGL Price Outlook.xls XLS - 116.00 KB
  • Northeast Takeaway Capacity.xls XLS - 488.00 KB
  • Power Demand Curve.xls XLS - 113.50 KB
  • Storage Outlook.xls XLS - 149.00 KB
  • Supply Demand Balances.xls XLS - 305.00 KB
  • Supply Detail.xls XLS - 276.00 KB
  • Price Outlook.xls XLS - 135.00 KB


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
    • Still bullish for the winter
      • Limited supply growth
    • Demand ramps up
    • Price pressure extends to injection season 2017
  • Infrastructure
    • Storage
  • Supply
    • Key supply metrics and indicators
  • Demand
    • Industrial
    • Power
  • LNG
  • Regional
    • Northeasat
      • Pipeline build outlook
      • Pipeline outages and flows
      • Basis outlook
    • West
    • Canada
    • Mexico

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

  • Executive summary
    • Short term price outlook
    • Henry Hub price outlook
    • US supply-demand outlook (bcfd)
  • Infrastructure
    • Chart 1: SD imbalance is about 4.2 bcfd tighter than normal
  • Supply
    • Supply: Table 1
    • Alpine High position
    • Lower 48 dry gas production forecast
  • Demand
    • Leading indicators
  • LNG
    • Feedgas projections by terminal
  • Regional
    • Dominion Storage vs five-year range
    • Canada supply-demand outlook (bcfd)
    • Mexico supply-demand outlook (bcfd)
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