Commodity Market Report
North America gas webinar: highlights from H2 2018 outlook and what to watch in 2019
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Report summary
Listen to highlights from Wood Mackenzie's North America gas H2 2018 long-term outlook plus a few key market drivers that will influence 2019. In this webinar we discuss the competition between associated gas and dry gas plays and which regions will grow faster while others stagnate. We also look at the role of LNG exports and other demand markets. • How much would associated gas production suffer in a $50/bbl WTI world? • What will allow Haynesville grow comparatively to incumbent dry-gas heavyweights, Marcellus and Utica? • What are we expecting for the second and third wave of LNG terminals and how much capacity will could be added in North America? • How much more takeaway capacity is needed in the Permian and what does that mean for Waha? • In a renewable-heavy and coal retirement world, what role does gas play in the power market? • What will higher associated gas production mean for dry gas supply and Henry Hub prices?
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