Short-term spike before mid-term doldrums: North America Gas Forum 2016

Report summary

This year at our annual North America Gas Forum, we addressed the sharp transition we expect in natural gas markets, as demand outpaces supply next year. Presentations from the event are now available on the Wood Mackenzie portal. The presentations address the following topics: The outlook for supply growth as non-Northeast breakevens continue to fall The impending Henry Hub price spike and ensuing mid-term correction The impact of oversupplied global gas markets on North American LNG exports Regional issues around TransCanada Pipeline, Northeast debottlenecking projects, and the Mid-Continent Recent Permian acquisitions and supply impacts The impact of Mexico’s gas reforms on pipeline exports from the US External risk factors including the economy, NGL and oil markets, renewables and corporate drivers Clients can also access the data behind these forum slides from our long-term outlook.