We are excited to announce that as of February 1, Wood Mackenzie is a portfolio company of Veritas Capital, a leading investor at the intersection of technology and government. Our focus remains on providing you with the best intelligence, analytics, data and tools to ensure you are making the best data-driven business decisions with confidence.  

Read more in our news release here. 

Commodity Market Report

NYMEX sensitivity case, developed from the Mexico gas, power and renewables long-term outlook H1 2020

Get this report


You can pay by card or invoice

For details on how your data is used and stored, see our Privacy Notice.

- FAQs about online orders
- Find out more about subscriptions

23 July 2020

NYMEX sensitivity case, developed from the Mexico gas, power and renewables long-term outlook H1 2020

Report summary

Wood Mackenzie's gas prices forecast – used as a primary input in our Base Case – featured a material price premium for Henry Hub in this decade over its previous outlook and compared to the current futures market, primarily driven by structural changes to the supply mix. While we estimate Henry Hub to rise close to $4/mmbtu by the end of the forecast period, NYMEX's future gas prices consider a flatter and steadier trend, reaching $2.5/mmbtu by 2032 and staying below the mark of $3/mmbtu by 2040. This sensitivity case provides the results of our Mexico's power sector long-term outlook using NYMEX's forecasted gas prices as a principal input. The more considerable variations are observed on Local Marginal Prices due to the country's energy mix dependence on gas-based generation.

Table of contents

  • No table of contents specified

Tables and charts

No table or charts specified

What's included

This report contains:

  • Document


    XLSX 2.41 MB

  • Document


    XLSX 87.88 KB

  • Document


    XLSX 70.93 KB

  • Document


    XLSX 267.86 KB

  • Document


    XLSX 266.81 KB

  • Document


    XLSX 99.54 KB

  • Document


    XLSX 1.32 MB

  • Document


    XLSX 2.88 MB

  • Document


    XLSX 583.64 KB

  • Document

    NYMEX sensitivity case developed from the Mexico GP&R LTO H1 2020.pdf

    PDF 366.07 KB