1 Federal Energy Regulatory Commission • Market Oversight • www.ferc.gov

National
2 Federal Energy Regulatory Commission • Market Oversight • www.ferc.gov

NOAA 3 Month Outlook
Federal Energy Regulatory Commission • Market Oversight • www.ferc.gov/oversig

U.S. NG Supply and Demand Sep 2014 YTD vs. Sep 20

National Natural Gas Market Overview: U.S. Supply and Consumption

Note: Balance includes all amounts not attributable to other categories.Source: Derived from Bentek Energy data

0

102030405060708090

100

2014 2015

Average Daily Volume (Bcfd)

US Natural Gas Supply

LNG Imports

Net Pipeline Imports

Net Dry Gas

Production

8.2%

5.6%

6.0%

Total Change in Supply 5.6%

0

102030405060708090

100

2014 

Average Daily Volume (Bcfd)

US Natural Gas De

Power 

Generation

Total Change in Demand

Industrial

Residential/ 

Commercial

Updated: 
Federal Energy Regulatory Commission • Market Oversight • www.ferc.gov/oversig

National Natural Gas Market Overview: Canadian Imports

Regional Canadian Imports

Source: Derived from Bentek Energy data

(2)

02468

1012

Bcfd

Northwest NMidwest NeNortheast N
Federal Energy Regulatory Commission • Market Oversight • www.ferc.gov/oversig

Total U.S. Natural Gas Demand All Sectors

National Natural Gas Market Overview: Total US Gas Demand

Source: Derived from Bentek Energy data, derived from interstate pipeline flow and modeled data.

0

20406080

100120140160

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov 

Bcfd

2009-2014 Range 2015
Federal Energy Regulatory Commission • Market Oversight • www.ferc.gov/oversig

U.S. Natural Gas Consumption for Power Generat

National Natural Gas Market Overview: NG Consumption for Power Generation

Source: Derived from Bentek Energy data

0

5,000

10,00015,00020,00025,00030,00035,00040,000

MMcfd

2010-14 Range2015

Updated: 
Federal Energy Regulatory Commission • Market Oversight • www.ferc.gov/oversig

EIA Storage Inventories

National Natural Gas Market Overview: Natural Gas Storage Inventory

Source: Derived from Bloomberg Data

Notes:

0

500

1,0001,5002,0002,5003,0003,5004,0004,500

Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb 

Storage (Bcf)

5 Year Range 2014-2015 2015-
Federal Energy Regulatory Commission • Market Oversight • www.ferc.gov/oversig

EIA Storage Inventories

Source: Derived from Bloomberg Data 

Notes:

0

500

1,0001,5002,0002,500

EAST

0

100200300400500600 WEST

0

500

1,0001,500

Apr May Jun Jul Aug Sep Oct Nov Dec Jan 

5 Year Range 2014‐2015 20

PRODUCING
Federal Energy Regulatory Commission • Market Oversight • www.ferc.gov/oversig

Monthly U.S. Dry Gas Production – Lower 48 Stat

National Natural Gas Market Overview: Monthly U.S. Dry Gas Production

Note: Prior to July 2010, chart was derived from a combination of EIA and Bentek Energy data

Source: Derived from Bentek Energy data

2468

1012

Bcfd

Dry Production

Up
Federal Energy Regulatory Commission • Market Oversight • www.ferc.gov/oversig

NG Rigs by Fuel Type

National Natural Gas Market Overview: Rig Count by Type

Source: Derived from Bloomberg dataNotes:

0

200400600800

1,0001,2001,4001,6001,800

Oct‐11

Jan‐12

Apr‐12

Jul‐12

Oct‐12

Jan‐13

Apr‐13

Jul‐13

Oct‐13

Jan‐14

Apr‐14

Jul‐14

Oct‐14

J15

Baker Hughes Rig Count (Rigs)

Oil Rigs Gas Rigs
Federal Energy Regulatory Commission • Market Oversight • www.ferc.gov/oversig

NG Rig by Direction

National Natural Gas Market Overview: Rig Count by Direction

Source: Derived from Bloomberg dataNotes:

0

500

1,0001,5002,0002,500

Baker Hughes Rigs By Drill Type Vertical Horizontal Directio
Federal Energy Regulatory Commission • Market Oversight • www.ferc.gov/oversig

Daily Gas Sendout from Existing U.S. LNG Facilit

National Natural Gas Market Overview: LNG Market-Daily Gas Sendout

Notes: Everett data includes flows onto the AGT and TGP interstate lines, plus estimates of flows to the Mystic 7 power plant, Keyspan Boston 

Gas, and LNG trucked out of the terminal. Excludes flows to the Freeport LNG which flows via intrastate pipelines and flows to the Mystic 8 and 9 power plants.Source: Derived from Bentek Energy data

0

500

1,0001,5002,0002,5003,0003,5004,0004,5005,000

Daily LNG Sendout (MMcfd)

Sabine PassLake CharlesGolden PassFreeportNortheast GatExcelerateCameronElba IslandCove PointEverett (Gross

-1,000

0

1,0002,0003,0004,0005,0006,0007,000 Monthly Average

Updated: 
Source: Waterborne Energy, Inc. Data in $US/MMBtu

Note: Includes information and Data supplied by IHS Global Inc. and its affiliates (“IHS”); Copyright (publication year) all rights reserved.

Landed prices are the monthly average of weekly trades from the prior month.

World LNG Estimated Landed Prices:

National Natural Gas Market Overview: World LNG Landed Prices

Cove Point

$4.50

India

$11.55

UK

$8.75

Spain

$9.05

Belgium

$8.84

Korea

$12.40

Lake Charles

$3.96 Altamira $4.60

Cove Point

$4.40

India

$11.55

UK

$8.75

Spain

$9.15

Belgium

$8.99

Korea

$13.10

Lake Charles

$3.93 Altamira $4.57

Cove Point

$4.50

India

$11.55

UK

$8.75

Spain

$9.05

Belgium

$8.84

Korea

$12.40

Lake Charles

$3.96 Altamira $4.60

Cove Point

India

UK

Spain

Belgium

Korea

Lake Charles

Altamira

Rio de Janeiro

Bahia Blanca

Canaport

C

1

$ 7.92

$ 8.00

$ 6.60

$ 2.46 $2.19

$ 7.82 $ 

$ 7.80 $6.30

$ 7.96

$6.25

$2.48

Aug