For more details, please call Michael Maddox at +1 617 866 5131

Overview

IHS CERA's North American Natural Gas Advisory Service gives a continental view of the driving forces affecting the natural gas market, price dynamics, and emerging trends and technologies, and is essential for energy producers, transmission and distribution companies, merchant generators, energy end users, traders and marketers, the upstream service sector, and financial institutions. This service provides a first look at the crucial factors that will contribute to success in the North American gas business.

Service Benefits

Service Benefits

The service provides objective, independent research that can help your organization

• Understand the gas market fundamentals and driving forces to provide a sound basis for gauging the possible futures facing the gas industry.
• Identify future price shifts to assist in making gas purchase, sale and hedging decisions.
• Assess the effects of new and proposed regional infrastructure—including pipeline, storage, and liquified natural gas projects—on flows, prices, and basis.
• Anticipate critical turning points in the gas market and their impact on investment decisions in exploration and production resources, midstream gas assets, power generation facilities, and LNG regasification units.

Future Research Themes: Big Questions

Recent Research

• Trading Value of Natural Gas Storage. Significant new natural gas storage capacity being built in North America with market-based rates will allow operators to capture the financial value associated with trading storage. IHS CERA has developed a gas storage valuation model that can be used as part of an investment analysis or purchase decision to estimate potential revenue or storage capacity value from trading storage.
• A View Toward the Long Run: North American Natural Gas Markets, 2015–30. Since May 2009, IHS CERA has extended the data tables accompanying each North American Natural Gas Monthly Briefing to include the long-run outlook to 2030. This is the first of series of reports describing the North American natural gas long-run outlook for 2015–30.
• The Shale Gale: The Implications for North American Natural Gas Pipeline Development. The current and future North American natural gas industry cannot be understood without in-depth knowledge of the recent revolution in the production of unconventional shale gas. As a result of the continuing evolution of horizontal drilling and reservoir fracturing technology, several known shale formations can be expected to produce significant quantities of gas. IHS CERA expects shale production, with greater requirements for gathering and takeaway infrastructure than conventional gas, to grow from 12 percent of US lower-48 gas supply in 2008 to 27 percent by 2018.

Research Deliverables Analysis covers the United States and Canada.

Fundamentals Reports

• Watch provides a long-term (ten-year) integrated outlook for Henry Hub and AECO prices, a review of key drivers affecting long-term prices, insights on industry structure, and the strategic implications.
• Monthly Briefing
  • Delivered to clients in advance of bidweek. Provides five-year forecasts and commentary on market prices, price sensitivity, demand by sector, shifts in supply and LNG, analysis of storage, and key drivers affecting the short-term market.
  • Regional (Canada: East and West; Pacific Northwest; California; West Texas–Desert Southwest; Rocky Mountains–Mid-Continent; Midwest; Northeast; South; Texas Gulf Coast) analysis and commentary on the key factors driving price formation in each region
    • Outlook (60 month) includes
    • Forward monthly price outlook for Henry Hub
    • Basis differentials for major trading points
    • Projected supply-demand balance, including demand by sector
    • Forward monthly outlook for natural gas storage activity and inventories
    • LNG imports
    • Selected regional pipeline flow outlooks
• Weekly Briefing provides a storage forecast, a commentary on current market dynamics, and the implications for future natural gas prices.

Strategic Reports

• Driven by IHS CERA’s Big Questions, which have implications for corporate leaders, investors, government policymakers, and energy users. The answers to these questions will set the stage for the strategic future of the industry. Published as Private Reports and Decision Briefs.

Data Center

• Provides 20-year forecasts of natural gas supply, demand, and market prices. Delivered monthly.
• Provides ten-year forecasts of basin-level natural gas productive capacity and full-cycle unit costs. Delivered as updated.

Access to research staff

Multimedia conference calls help members interpret key trends and market developments.

Events: Advisory Service members may participate in exclusive client gatherings fostering interaction among senior-level decision makers and IHS CERA experts. Membership includes seats at IHS CERA’s Executive Roundtables held each spring and fall. Clients may also attend CERAWeek, featuring IHS CERA’s Executive Conference and related events, held annually in Houston, for a reduced fee.