Commodity Market Report

North America gas short-term outlook: Winter arrives

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17 November 2022

North America gas short-term outlook: Winter arrives

Report summary

After a mild start to the winter, colder than normal temperatures are blanketing North America and increasing heating loads. However, persistence of significant cold into December is not currently forecast. Henry Hub gas prices that have rallied above $6/mmbtu will increasingly be pressured by higher supply and the uncertainty around Freeport LNG’s restart. After a period of imbalance, North America gas markets are returning to more a fundamentally balanced state. As supply growth starts to outpace demand growth, gas prices will head lower. We look into the following key North America gas market fundamentals this month: • Impact of a further Freeport LNG restart delay • Elevated gas burns and the path to thermal coal stockpile normalization • A world class industrial facility comes online with even a larger one announced

Table of contents

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What's included

This report contains:

  • Document

    November 2022 STO.pdf

    PDF 915.04 KB

  • Document

    Basis Outlook.xls

    XLS 125.50 KB

  • Document

    Demand Detail.xls

    XLS 905.00 KB

  • Document

    Industrial Index.xls

    XLS 91.00 KB

  • Document

    LNG Detail Incl Export.xls

    XLS 240.50 KB

  • Document

    NGL Price Outlook.xls

    XLS 645.50 KB

  • Document

    Northeast Takeaway Capacity.xlsx

    XLSX 482.08 KB

  • Document

    Power Demand Curve.xls

    XLS 183.50 KB

  • Document

    Price Outlook.xls

    XLS 92.00 KB

  • Document

    Storage Outlook.xls

    XLS 110.00 KB

  • Document

    Supply Detail.xlsx

    XLSX 319.14 KB

  • Document

    Supply Demand Balances.xls

    XLS 258.00 KB