IHS Markit Energy Briefing
North American Gas and Power: Diverging drivers, differing futures
Though North American gas and power markets remain highly interdependent, their futures appear increasingly divergent. While natural gas prices remain low, demand growth increasingly depends on exports, with growth in the power market more and more in question. Power markets, meanwhile, are increasingly shaped by a growing slate of targeted policies, including efforts to avoid the use of natural gas, and clean technology advancements. Join IHS Markit experts for a full day of insight and discussion that will explore the pressing questions for these sectors:
- How long can natural gas prices remain low, and when will the next market shift arrive?
- Will associated gas drive more and more other plays out of the supply mix, or will other plays respond, and if so, which are the most likely candidates? How long can the associated gas resource last?
- With the Gulf Coast becoming a world gas crossroads, how will supplies, flows, and basis shift over the next few years and longer-term? Can the Gulf Coast accommodate all of the Permian gas headed to it?
- With LNG markets weak, why are US LNG exports continuing to rise rapidly, and is a significant overbuild still likely?
- How significant are the latest state clean energy policy developments?
- What is driving the surge in corporate renewable procurement?
- Is resistance to new natural gas-fired generation an emerging trend or the luxury of oversupplied markets?
- What are the implications of deeper and broader-based decarbonization?