Macro & Market

Natural Gas Long-Term Outlook: 3 Themes to 2030

May 8, 2024, 10:00 - 
May 8, 2024, 10:40

We believe North American Natural gas markets are embarking on three distinct phases till the end of the decade. 1) Supply purgatory, 2) LNG stairway to higher prices, 3) Renewables vs gas-fired generation judgement day. We discuss our outlook and which gas supply basins are best positioned to succeed.

Alex Ljubojevic

Director, Head of N. American Gas Supply Research, Enverus

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