Insight
US natural gas storage: half full or half empty?
Report summary
Typically, large gas storage deficits heading into winter are a key ingredient for higher Henry Hub gas prices. Not this year. Due to the market outlook of continued supply growth, prices have failed to appreciate. Instead of "half empty," is storage "half full" and providing a cushion for excess production? We investigate the declining value of gas storage and our projections for storage over this winter. What happens if production underperforms? If winter demand reaches polar vortex levels? Why is the winter curve differential so low?
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
Commodity Market Report
North America gas weekly update: More issues at Freeport LNG?
Lingering risk of further extended outages unsettle markets
$1,700
Commodity Market Report
North America gas short-term outlook: Summer 2024 prices need to stay lower for longer
Unwinding of supply and demand response would result in fall storage containment
$2,000
Commodity Market Report
North America gas weekly update: Milder than normal weather continues
Searching for a floor below $2/mmbtu
$1,700