Commodity market report

United States gas markets long-term outlook H2 2014

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Report summary

Ample well locations exist to meet new markets at modest prices but as demand increases through time and some of today s lowest cost plays are drilled up Henry Hub prices rise to $4.00/mmbtu in 2019 and $5.00/mmbtu in 2026. US demand including LNG and piped exports is expected to increase from 73 bcfd in 2013 to 120 bcfd by 2031.

What's included

This report contains

  • Document

    NAGS LTV Demand Breakout Fall 2014.xls

    XLS 1.88 MB

  • Document

    NAGS LTV Price Outlook Fall 2014.xls

    XLS 773.50 KB

  • Document

    NAGS LTV Infrastructure Fall 2014.xls

    XLS 158.50 KB

  • Document

    NAGS LTV Supply and Demand Fall 2014.xls

    XLS 1.88 MB

  • Document

    United States gas markets long-term outlook H2 2014

    PDF 1.26 MB

  • Document

    United States gas markets long-term outlook H2 2014

    ZIP 3.25 MB

  • Document

    Executive summary

    PDF 104.35 KB

  • Document

    Executive summary

    PDF 94.65 KB

  • Document

    Prices

    PDF 102.82 KB

  • Document

    Prices

    PDF 125.51 KB

  • Document

    Supply

    PDF 1.40 MB

  • Document

    Supply

    PDF 390.71 KB

  • Document

    Demand

    PDF 355.91 KB

  • Document

    Demand

    PDF 264.69 KB

  • Document

    Trade

    PDF 545.42 KB

  • Document

    Trade

    PDF 443.28 KB

  • Document

    Infrastructure

    PDF 1.02 MB

  • Document

    Infrastructure

    PDF 193.86 KB

Table of contents

  • Executive summary
  • Prices
  • Supply
  • Demand
  • Trade
  • Infrastructure

Tables and charts

This report includes 58 images and tables including:

Images

  • WTI and Henry Hub prices
  • Associated gas by oil breakeven
  • Henry Hub, AECO, Dominon South Point
  • Pipeline capacity out of the Northeast and US market growth
  • Marginal play and price
  • US Regional gas production changes
  • US associated gas forecast with breakout by oil breakeven (Brent)
  • Other key shale gas plays production forecast
  • US Capital spending outlook with possible oil price impacts
  • US drilling forecast by target
  • Key US shale gas drilling forecast
  • Growth in US gas demand by sector from 2013
  • Core heating demand and usage per customer
  • US cumulative industrial growth (vs 2013)
  • Near Southeast demand by supply area
  • Far Southeast demand by supply area
  • Southeast vs Northeast basis
  • Gulf Coast basis
  • West South Central domestic demand by supply area
  • Gulf Coast LNG export demand by supply area
  • Mid-Continent and Permian basis
  • Mid-Continent supply by end market
  • Permian supply by end market
  • Chicago Citygate vs supply area basis
  • Midwest demand by supply area
  • Marcellus initial production rates
  • Northeast supply growth
  • Northeast shale production
  • Gas production outlook from key tight oil areas and the Eagle Ford shale
  • Impact of oil price (Brent) changes to rich-gas breakevens in the US
  • Demand: Image 4
  • US power sector gas demand with major sign posts
  • Southeast US power burns show strongest growth
  • Power demand will not recover recessionary losses until 2015
  • Load growth expectations are highly regionalized: 2015-2030 average annual load growth
  • US coal retirements will exceed 60 GW from 2010-2020
  • Coal and gas will remain competitive in power dispatch
  • Changes in US power generation
  • Trade: Image 1
  • Trade: Image 2
  • Key US LNG export infrastructure
  • By project
  • By destination market
  • FERC queue - order of export approvals by earliest possible FERC authorisation date
  • Trade: Image 7
  • Trade: Image 8
  • Trade: Image 9
  • Infrastructure: Image 1
  • Northeast Marcellus destinations*
  • Southwest Marcellus and Utica destinations*
  • New York, Mid Atlantic and New England seasonal basis
  • Western basis
  • Rockies production by end market
  • Pacific Northwest basis
  • Pacific Northwest and Northern California demand by supply area
  • Southern California demand by supply area

Tables

  • Demand: Table 1
  • Total US gas demand by sector

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