Forward Curve Suite

The suite consists of five market alerts that provide comprehensive details behind the analysis presented in the Forward Curve Quarterly.

U.S. natural gas companies are facing some tough decisions over the next five years as continuing drilling and production innovations and improvements will put substantial downward pressure on natural gas prices for many years to come. U.S. supply growth – especially from unconventional plays – will increasingly impact global markets. 

In its most comprehensive study of U.S. markets and imports, Platts is offering a market analysis series of reports that examines the top natural gas market issues for the 2010-15 timeframe. Forward Curve Suite™ includes the Forward Curve Quarterly™ and five Market Alerts that provide comprehensive details behind the analysis presented in the Forward Curve Quarterly. Each report covers the impact of a key market sector on long-term supply/demand dynamics including background, assumptions, pipeline flow/capacity consequences, constraints, risks and price implications.

The Forward Curve Suite includes the following Market Alerts: 

Power Burn Generation Demand through 2015 Power Burn Head Fake Catches Market Off Guard - examines the U.S. power sector, focusing on increasing demand for natural-gas-fueled capacity and the prospects for increased coal-to-gas switching. This Market Alert details the analysis used to quantify coal-to-gas switching levels on a regional basis in the 2009-15 period. The report also includes Platts' base-case, five-year power burn forecast along with several scenarios of how power burn might react to major market, regulatory and legislative events.

Outlook for LNG Imports through 2015 The LNG Market: New World Order - examines the major shift in U.S. market conditions and resulting global LNG market changes. It provides a broad overview of current global LNG supply and demand conditions, including the regasification and liquefaction capacity additions that have taken place over the last few years as the market anticipated robust U.S. LNG demand. The report includes a five-year forecast of world LNG markets.

Canadian Imports Outlook through 2015 - The Big Squeeze: Canada, Ruby and Marcellus - details Canadian supply and demand trends as well as Canadian supply displacement from U.S. shale gas growth. Platts studies production and consumption patterns in Canada to determine the relative level of gas available for export to the U.S. The report assesses U.S. regional import trends to see where Canadian gas will be needed. The impact of the Ruby Pipeline on both Canadian and Pacific Northwest supply/demand balances are examined along with a forecast of Alberta gas prices and basis based on expected production, demand and net western Canadian exports.

U.S. Production Forecast and Production Efficiencies through 2015 - The Sky Is the Limit? U.S. Shale Gas Soars! - focuses on the explosive growth of production over the last few years from U.S. unconventional gas plays and how new applications of technologies, such as hydraulic fracturing and horizontal drilling, lowered costs and boosted productivity beyond their means. The Market Alert details key issues U.S. gas producers face as the industry responds to a challenging oversupply correction period.

The Big Picture – Long-Term Outlook - Natural Gas Demand: Waking the Sleeping Giant - completes the Market Alert series with a long-term outlook recap of the entire Forward Curve SuiteTM that highlights the key market events and factors that could impact the natural gas outlook for the next five years.