Strategic Energy Advisory

Price Reports

The reports in this category focus on issues related to gas pricing.


Gas Price Basis Differentials Forecast to 2030

(October 2018, 16 pages)

This report focuses on North American natural gas price basis differentials for nine regional pricing points relative to Henry Hub. Solomon's forecast for these differentials provides an in-depth examination of how changes to regional flow patterns and to North American supply-demand allocations will impact basis differentials going forward to 2030. The report also discusses the potential impact on basis of post-2020 tolling on the TransCanada Mainline.


Henry Hub Gas Price Outlook to 2030

(September 2018, 13 pages)

In this report, Solomon assesses Henry Hub pricing to 2030 using its proprietary price model and its understanding of North American full-cycle costs. Solomon believes that changing supply costs are a key influence on long-term natural gas prices in North America, and its assessment of natural gas prices takes into account both gas supply price drivers (factors that increase or decrease gas supply) and gas demand price drivers (factors that increase or decrease gas demand). Also analyzed within the report are macroeconomic assumptions (GDP, inflation) and the impact that the growing LNG export level will have on North American prices at Henry Hub.


Gas Price Basis Differentials Forecast to 2025

(October 2017, 14 pages)

This report forecasts North American natural gas price basis differentials for ten regional pricing points relative to Henry Hub to 2025. The forecast highlights changing regional flow patterns and provides an in-depth discussion of changes to North American supply-demand allocations resulting from the rapidly growing Utica and Marcellus supply. Also discussed is how these changes to allocations will impact basis differentials going forward.


Henry Hub Gas Price Outlook to 2025

(September 2017, 14 pages)

This report considers both gas supply price drivers (factors that increase or decrease gas supply) and gas demand price drivers (factors that increase or decrease gas demand) in our assessment of natural gas prices. North American natural gas supply has entered an era where gas resource is essentially unconstrained, with cheaper supply generally developed and produced first. Utilizing our thorough understanding of North American full-cycle costs, Solomon believes the changing supply cost is a key influence on long-term natural gas prices in North America. Also analyzed within the report is the impact of well productivity on Henry Hub volatility and the risk that LNG export levels could have a downward impact on North American prices.


Client Alert on Gas Price Basis Differentials from Henry Hub

(May 2017, 2 pages)

This client alert provides Solomon’s forecast of annual gas price basis differentials for Henry Hub and nine other North American natural gas pricing points.


Gas Price Differentials Forecast to 2025

(October 2016, 17 pages)

In addition to highlighting changes to North American regional flows, this report provides a forecast of gas price basis differentials for nine pricing points to 2025. The report also provides an in-depth discussion of growing Utica production, its impact on Mid-West supply-demand allocation, and the resulting basis impact going forward.


Henry Hub Gas Price Outlook to 2025

(September 2016, 15 pages)

This report considers both gas supply price drivers (factors that increase or decrease gas supply) and gas demand price drivers (factors that increase or decrease gas demand) in an assessment of natural gas prices. North American natural gas supply has entered an era where gas resource is essentially unconstrained, with cheaper supply generally developed and produced first. Utilizing our thorough understanding of North American full-cycle costs, Solomon believes the changing supply cost is a key influence on long-term natural gas prices in North America. On the demand side, growth is driven by the industrial sector (LNG exports, Western Canada oil sands, and the chemical subsector) and the power generation sector.


Gas Price Differentials Forecast to 2022

(October 2015, 14 pages)

This report provides a forecast of North American natural gas price basis differentials for nine regional pricing points relative to Henry Hub to 2022. The forecast highlights changing regional flow patterns and provides in-depth discussions on changes to both the US Midwest and US Northeast supply-demand allocations — due to rapidly growing Utica and Marcellus supply — and explains the resulting impact on basis differentials going forward.


Henry Hub Gas Price Outlook to 2022

(September 2015, 10 pages)

This report considers both gas supply price drivers (factors that increase or decrease gas supply) and gas demand price drivers (factors that increase or decrease gas demand) in our assessment of natural gas prices. North American natural gas supply has entered an era where gas resource is essentially unconstrained, with cheaper supply generally developed and produced first. Utilizing our thorough understanding of North American full-cycle costs, Solomon believes the changing supply cost is a key influence on long-term natural gas prices in North America. On the demand side, growth is driven by the industrial sector (LNG exports, Western Canada oil sands, and the chemical subsector) and power generation sector.

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