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.
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.
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North America gas markets short-term outlook September 2016
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