Commodity Market Report

North America gas short-term outlook: Freeport LNG strikes again

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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below

Henry Hub gas prices that were already collapsing due to a combination of rising supply and moderation of extreme summer heat received another blow when Freeport LNG sustained wind damage from Hurricane Beryl. Despite restoration of feedgas volumes and tanker loadings, its track history warrants risk of longer-term underperformance. This month’s North America gas commodity report seeks to answer: • Will US gas production continue to rebound? • Why has US LNG feedgas been underperforming? • Have we reintroduced storage overfill risk this fall?

Table of contents

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What's included

This report contains:

  • Document

    July 2024 STO.pdf

    PDF 965.46 KB

  • Document

    Price Outlook.xls

    XLS 194.00 KB

  • Document

    Basis Outlook.xls

    XLS 320.00 KB

  • Document

    NGL Price Outlook.xls

    XLS 3.62 MB

  • Document

    Supply Demand Balances.xls

    XLS 405.50 KB

  • Document

    Storage Outlook.xls

    XLS 228.50 KB

  • Document

    Supply Detail.xlsx

    XLSX 1.43 MB

  • Document

    Demand Detail.xls

    XLS 869.50 KB

  • Document

    Power Demand Curve.xls

    XLS 69.00 KB

  • Document

    Industrial Index.xls

    XLS 366.50 KB

  • Document

    LNG Detail Incl Export.xls

    XLS 359.00 KB

  • Document

    Northeast Takeaway Capacity.xlsx

    XLSX 405.32 KB