Commodity Market Report

North America gas short-term outlook: Henry Hub generates support while Waha falls into an abyss

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Despite significant supply curtailments, the US lower 48 working gas storage overhang has failed to decline much. Mild weather and US LNG underperformance has been negating the impact of reduced supply. May will bring higher cooling degree days to provide support to demand through record gas burns. Better yet, Freeport LNG is starting to show signs of restarting and should be poised to finally reach full utilization. This month’s North America gas commodity report seeks to answer: • What is necessary for Waha gas prices to recover? • How much will gas burns increase heading into peak summer? • When will the storage overhang start to significantly decrease?

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What's included

This report contains:

  • Document

    April 2024 STO.pdf

    PDF 866.39 KB

  • Document

    Basis Outlook.xls

    XLS 316.50 KB

  • Document

    Demand Detail.xls

    XLS 771.50 KB

  • Document

    Industrial Index.xls

    XLS 363.50 KB

  • Document

    LNG Detail Incl Export.xls

    XLS 393.00 KB

  • Document

    NGL Price Outlook.xls

    XLS 3.61 MB

  • Document

    Northeast Takeaway Capacity.xlsx

    XLSX 405.42 KB

  • Document

    Power Demand Curve.xls

    XLS 69.00 KB

  • Document

    Price Outlook.xls

    XLS 190.50 KB

  • Document

    Storage Outlook.xls

    XLS 247.00 KB

  • Document

    Supply Demand Balances.xls

    XLS 396.00 KB

  • Document

    Supply Detail.xlsx

    XLSX 1.54 MB