Commodity Market Report

North America gas short-term outlook: exports awaken, but will the production empire stop striking back?

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23 August 2019

North America gas short-term outlook: exports awaken, but will the production empire stop striking back?

Report summary

In August, record daily power burns were the one thing keeping prices from sinking into the abyss. Rising production and a pause in export growth were the ballast weighing the ship down. Will production finally respond to low prices just as power demand is set to fall in the shoulder months? The NYMEX August contract settled at a multi-year low of $2.14/mmbtu, and we do not think the September contract will be much changed. As we inch closer to closing out the injection season nowhere near storage containment, current market prices seem disconnected with fundamentals, as it is too early to be discounting the upcoming winter. And what will 2021 hold? Please note that we have extended our forecast through 2021 in this update.

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What's included

This report contains:

  • Document

    North America gas short-term outlook exports awaken but will the production empire stop striking back.pdf

    PDF 968.34 KB

  • Document

    Basis Outlook.xls

    XLS 116.50 KB

  • Document

    Demand Detail.xls

    XLS 762.00 KB

  • Document

    Industrial Index.xls

    XLS 113.50 KB

  • Document

    LNG Detail incl Export.xls

    XLS 223.50 KB

  • Document

    NGL Price Outlook.xls

    XLS 176.00 KB

  • Document

    Northeast Takeaway Capacity.xls

    XLS 625.50 KB

  • Document

    Power Demand Curve.xls

    XLS 182.50 KB

  • Document

    Price Outlook.xls

    XLS 121.50 KB

  • Document

    Storage Outlook.xls

    XLS 161.00 KB

  • Document

    Supply Demand Balances.xls

    XLS 318.50 KB

  • Document

    Supply Detail.xlsx

    XLSX 259.47 KB

  • Document

    North America gas short-term outlook: exports awaken, but will the production empire stop striking back?

    ZIP 2.59 MB

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