Gas Basis Outlook

In order to keep our clients in front of basis movements in the North American natural gas market, the Gas Basis Outlook service integrates our deep knowledge of pricing, infrastructure, production, and financial markets into one, concise report. Each quarter, we deliver updates on infrastructure developments, our proprietary production view and a 5-year, monthly Henry Hub and 23 basis market forecast.

 

On a monthly basis, clients receive an updated view of BTU’s infrastructure and supply / demand views. As with any BTU Analytics’ subscription, access to our team for any questions between publications is not only permitted, it is encouraged.

 

Included in the service:

Natural Gas Basis and Henry Hub Forecasts

  • Five-year basis forecasts by month for:
    • Northeast – Algonquin, TETCO M3, Transco Z6 NY, Dom South, Tenn Z4 300L, Lebanon, Leidy, Iroquois Z2, Transco Z5, TCO App, TETCO M2
    • Midwest – Chicago, MichCon, ANR- OK
    • West – CIG and AECO
    • Texas – Waha, NGPL TXOK, Carthage, Houston Ship Channel, TETCO STX,
    • Gulf Coast & Southeast – Columbia Gulf Mainline (Perryville) and  Transco Zone 4
  • Five-year Henry Hub forecast by month
  • Commentary on major forecast drivers and changes to our outlook

Infrastructure Analysis

  • Analysis of Marcellus and Utica infrastructure projects including capacity, timing, and basis markets impacted
  • Forecasts of Permian takeaway capacity and impacts on surrounding basis markets
  • Gulf Coast pipeline build out to serve export demand and deliver supply from Perryville and Carthage.
  • Change in dynamics due to LNG demand, timing of Wave 2 LNG projects, and new infrastructure targeting the Gulf Coast
  • Competition between Rockies, Canada, and the Northeast for Midwest markets
  • Monthly Updates

Supply and Demand

  • Five-year production forecasts for major basins taking into consideration infrastructure constraints
  • Drilling Inventory and breakeven analysis for the top Marcellus and Utica producers
  • Demand forecasts by demand type for major markets in the Northeast, Midwest, and Gulf Coast
  • Monthly Updates

Author: Mason Ender

Mason Ender is a partner at BTU Analytics, LLC and managing director of business development overseeing client relations, marketing, and sales. Prior to joining BTU Analytics, he was the Manager of Sales for Bentek Energy, a division of Platts. Mason has worked with energy companies both domestically and internationally to implement effective fundamental energy analytic solutions. Mason also routinely presents energy market dynamics informing the market of upcoming risks and opportunities.