Commodity Market Report
North America gas weekly update: Fast-track
This report is currently unavailable
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Injections are set to rise over the second half of May as completion of maintenance events and Whistler’s commissioning are set to provide potentially more production just as WoodMac degree days reach their nadir. Higher gas prices this summer are likely to back out coal-to-gas displacement gains, but there are risks. Sustained high temperatures could expose coal-fired plants for their decisions to enter into low contracting levels and rely on stockpiles, which could prevent additional coal units from ramping up to meet demand. If that happens, gas will be burned anyways, and prices will remain high. Additionally, supply could increase further, helping to temper prices. And then there’s the winter, where more LNG could be coming online. Price risks exist in both directions for the remainder of the year.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
North America gas supply basin takeaway monitor
Wood Mackenzie's monthly update on pipeline takeaway capacity across key North America regions.
$950
Country Report
Global aluminium smelter asset cost summary
The Global Aluminium Asset Summary examines the cost environment in the base year as well as historically and forward five years.
$6,750
Insight
US Lower 48 Gas - corporate benchmarking
Benchmarking US gas producers on strategy, resilience, LNG exposure, and M&A capacity in a tightening market.
$1,350
