Strategic Energy Advisory

Demand Reports

These North American Gas Strategies (NAGS) reports focus on demand.

 

Growth of North American Gas Demand to 2030

(July 2018, 16 pages)

The report forecasts North American gas demand by sector and region to 2030 by examining seven key individual sectors: residential, commercial, power generation, industrial, pipeline & lease fuel, US exports to Mexico, and transportation. Specific market drivers for each sector are forecast, and insight is provided on a driver-by-driver basis. The forecast is further broken down into Canada (by province) and six primary US regions. Liquefied natural gas (LNG) exports, part of the industrial sector, are expected to have the largest impact on overall demand growth. Growth in the power generation sector results primarily from the shift in coal-fired generation to natural-gas-fired power and renewables. Data in Excel® format is available for SEA clients on Solomon’s SEA portal.


Growth of North American Gas Demand to 2025

(July 2016, 18 pages)

This report provides a forecast to 2025 for seven key individual North American gas demand sectors (residential, commercial, power generation, industrial, pipeline & lease fuel, US exports to Mexico, and transportation), each with its own market drivers. The industrial and power generation sectors are expected to have the largest impact on overall demand growth. The traditional industrial sector is driven by a resurgence in the chemical subsector, with further growth from non-traditional industrial demand for the Alberta oil sands and Liquefied Natural Gas (LNG) exports. Growth in the power generation sector is primarily the result of environmental policy favoring a shift from coal-fired generation to natural gas and renewables. The forecast is broken down into six primary US regions and Canada.


Renewable Power Outlook to 2025

(June 2016, 15 pages)

The Renewable Power Outlook to 2025 report provides a forecast for North America’s rapidly growing renewable power generation sector to 2025. The report focuses on the primary drivers of renewable generation and provides a detailed discussion of each of the five generation types: hydro, wind, solar, biomass, and geothermal. It also addresses the impact of renewable power on natural gas-fired generation.


Gas Demand for Oil Sands to 2025

(February 2016, 15 pages)

This report analyzes more than 150 oil sands developments that have been announced or approved, are under construction, or are already producing and that require natural gas for process heat, upgrading, steam generation, or electric generation. The report represents a major revision of an earlier Solomon report on the same topic that was issued 10 years ago. It forecasts both oil sands production and related natural gas demand by major project over the next 10 years, addresses pipeline and rail export capacity, and shows how Solomon’s production forecast fits within the Alberta NDP government’s proposed emissions cap. Gas demand for the oil sands sector will account for over 2% of total North American gas demand in 2025.


Mexico Natural Gas Outlook to 2022

(July 2015, 9 pages)

This report provides Solomon’s forecast for the Mexican natural gas industry to 2022. It begins with an analysis of Mexico’s new regulatory framework and then moves on to a detailed analysis of demand and supply. Also covered are import requirements for the US Lower 48.


Gas for Power Generation to 2022

(February 2015, 12 pages)

This report analyzes the growing role of natural gas in the North American power generation mix as environmental regulatory pressures continue to mount against coal. The report provides a forecast of power generation, by fuel type, to 2022 and discusses coal-to-gas switching, cost of new generation, and the rapid growth of non-hydro renewables such as wind, solar, biomass, and geothermal. Lastly, it provides an illustration of the power generation fuel mix for six US regions and each Canadian province.


Growth of North American Natural Gas Demand to 2022

(July 2014, 12 pages)

This report analyzes the following key North American gas demand sectors (Residential, Industrial, Lease and Pipeline Fuel, Commercial, Electrical Generation, and Transportation), assuming normal future weather conditions, and provides a forecast of North American natural gas demand to 2022. The cost-competitive nature of the North American natural gas market has opened growth opportunities for gas consumers. With the shift from coal- to gas-fired power stations, we expect to see lower carbon emissions in the power sector. We also expect to see investment in new industrial facilities to support the chemicals sub-sector.


Gas Demand for Alberta Oil Sands to 2022

(January 2014, 9 pages)

This report identifies more than 160 existing, under construction, approved, and proposed oil sands developments that require natural gas for oil sands operations. The report forecasts a growth in gas demand by major oil sands operators over the next 8 years. Gas demand for the oil sands sector will account for 4% of the total North American gas demand in 2022.


Gas Demand for Oil Sands to 2025

(January 2014, 9 pages)

This report identifies more than 160 existing, under construction, approved, and proposed oil sands developments that require natural gas for oil sands operations. The report forecasts a growth in gas demand by major oil sands operators over the next 8 years. Gas demand for the oil sands sector will account for 4% of the total North American gas demand in 2022.

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