Archive Topic Reports

Henry Hub Gas Price Outlook to 2017
September 2008 - 12 pages
This topic paper provides Ziff Energy's natural gas price forecast for Henry Hub to 2017.

North America Natural Gas Supply - The Next Decade
August 2008 - 8 pages
This topic paper provides Ziff Energy's outlook of North American gas supply.

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North American Power Generation Forecast to 2017
July 2008 - 9 pages
Examines power generation to 2017 in North America including natural gas required for gas-fired power. The report investigates energy sources, economics, and regional supplies.

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Canadian Natural Gas Exports to 2020
June 2008 - 14 pages
Synthesizes Ziff Energy’s recent topic release Western Canada Production Outlook to 2017 (May 2008) with North American Demand (November 2007) to provide a concise and independent opinion of Canadian gas exports to 2020.

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Western Canada Natural Gas Production Outlook to 2017
May 2008 - 12 pages
This topic forecasts natural gas production through 2017 for Western Canada.

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2007 U.S. and Canadian Gas Reserve Replacement
April 2008 -9 pages
This North American Gas Service topic paper provides Ziff Energy's analysis of the 2007 U.S. and Canadian gas reserve replacement rate, gas reserve life, and North American gas drilling rig trends.

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Risk of LNG Liquefaction Delays
April 2008 - 2 pages
This mini topic paper is a short commentary highlighting the potential impact of worldwide LNG liquefaction cost inflation and project delays on Henry Hub gas prices to 2015.  As a result of Ziff Energy's research for the "Competitive Economic Ranking of North American Gas Basins" multi-client study, cost inflation and LNG project delays will impact the global market for LNG.  This commentary of 65 worldwide current and planned LNG Liquefaction projects assesses the impact on future Henry Hub gas pricing.

Pipelines for Growing Canadian Oil Sands Production
March 2008 - 10 pages
This North American Gas Service topic paper provides Ziff Energy's analysis of pipelines proposed for servicing the oil sands to 2017.

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Northern Gas Moving Forward
February 2008 - 12 pages
This North American Gas Service topic paper provides Ziff Energy's analysis of Northern Gas Development.

North American Pipeline Construction
January 2008 - 12 pages
This North American Gas Service topic paper provides Ziff Energy's analysis of current and future North American Pipeline Projects.

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Gas Price Differentials Forecast to 2015
October 2007 - 11 pages
This topic paper provides Ziff Energy's natural gas price differentials forecast for Henry Hub to 2015, for 9 locations.

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Henry Hub Gas Price Outlook to 2015
September 2007 - 12 pages
This topic paper provides Ziff Energy's natural gas price forecast for Henry Hub to 2015.

U.S. Rockies Gas Production Outlook to 2015
August 2007 - 8 pages
This topic paper provides Ziff Energy's forecasts of natural gas production through 2015 for the U.S. Rockies (basin-by-basin).

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North American Gas Storage
July 2007 - 7 pages
This North American Gas Storage topic paper reviews gas storage from several perspectives including annual balances, injection, withdrawals, and the cost of gas in storage analysis.

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Natural Gas Exports to 2020
June 2007 - 14 pages
This topic paper synthesizes Ziff Energy's recent topic release "Western Canada Production Outlook to 2015" (May 2007) with "North American Demand" (December 2006) to provide a well though-out, independent opinion of Canadian gas exports to 2020.

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Growth of Natural Gas Demand for Ethanol
June 2007 - 2 pages
This mini-topic paper is a short commentary about the growth of natural gas demand for ethanol production.

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Western Canada Gas Production Outlook to 2015
May 2007 - 8 pages
This topic paper provides Ziff Energy's outlook for Western Canada gas production to 2015.

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2006 U.S. and Canadian Gas Reserve Replacement
April 2007 - 8 pages
This topic paper provides Ziff Energy's analysis of the proven gas reserve replacement performance for 30 of the largest public gas producers in the U.S. and Canada.

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Canadian Environmental Energy Budget
April 2007 - 2 pages
This mini-topic paper is a brief commentary regarding the impact of the 2007 Canadian budget on natural gas markets.  This is followed by a comparison of U.S./Canadian environmental energy initiatives as it pertains to biofuels for gasoline, home energy efficiency, government support, and renewable power.  Although the Canadian Budget is not a formal energy policy statement, its significance in shaping Canadian energy policy cannot be overlooked.

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Impact of 10% Colder or 10% Warmer Weather on Gas Demand
March 2007 - 8 pages
This topic paper looks at the interaction between North America weather and natural gas demand.

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Opportunities for Natural Gas Transport
February 2007 - 11 pages
Ziff Energy's North American Opportunities for Natural Gas Transport topic paper which looks at new natural gas pipeline infrastructure in North America.

Natural Gas Completion Outlook
January 2007 - 7 pages
Ziff Energy's North American Gas Completion Outlook topic paper which initiates assumptions for Ziff Energy's gas production outlooks for North America.

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North American Gas Demand
December 2006 - 11 pages
This topic paper provides Ziff Energy's outlook for North American gas demand to 2014.

North American Gas Price Differential Forecast
November 2006 - 11 pages
This topic paper provides Ziff Energy's natural gas price differentials forecast for Henry Hub to 2014.

Henry Hub Natural Gas Price Forecast to 2014
October 2006 - 12 pages
This topic paper provides Ziff Energy's natural gas price forecast for Henry Hub to 2014.

North American LNG - Outlook to 2015
September 2006 - 10 pages
This topic paper provides Ziff Energy's analysis of North American LNG Outlook to 2015.

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Gulf of Mexico Gas Supply Outlook to 2015
August 2006 - 9 pages
This topic paper provides a natural gas production outlook through 2015 for the Gulf of Mexico.  Due to the nature of this topic, we have incorporated comments by several leading producers and the Minerals Management Service.

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Gas Supply for Alberta Oil Sands to 2015
July 2006 - 14 pages
This topic paper provides Ziff Energy's outlook for Gas Supply for Alberta oil sands to 2015.

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2006 Summer North American Gas Storage Analysis
July 2006 - 14 pages
This mini-topic paper outlines Ziff Energy's thoughts on the 2006 gas storage refill options.

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Natural Gas Supply to the U.S. & Canadian Northeast
June 2006 - 9 pages
This topic paper provides Ziff Energy's analysis of Natural Gas Supply to the Northeastern U.S. and Canada.  It was presented by Paul Ziff, CEO of Ziff Energy Group to the 30th New England Governors and Eastern Canadian Premiers Conference held in Newport, Rhode Island on May 12, 2006.

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Gas for Gas-Fired Power Generation to 2014
May 2006 - 12 pages
This topic paper provides Ziff Energy's analysis of the North American requirements for gas-fired power generation to 2014.

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2005 U.S. and Canadian Gas Reserve Replacement - Continued and Stronger Results
April 2006 - 10 pages
This topic paper provides Ziff Energy's analysis of the proven gas reserve replacement performance for 30 of the largest public gas producers in the U.S. and Canada.

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2006 Summer Gas Storage Analysis
April 2006 - 2 pages
This mini-topic paper outlines Ziff Energy's thoughts on the 2006 gas storage refill options.

Canadian Gas Exports to 2014
March 2006 - 12 pages
This topic paper provides an examination of Canadian Gas exports to 2014. The paper shows expected Canadian exports will decline to 7.3 Bcf/d by 2014, down 2.7 Bcf/d (3.4%/year) from current levels.

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Western Canada Gas Production Outlook to 2014
February 2006 - 10 pages
This topic paper provides an analysis of the growth of conventional and unconventional gas for Western Canada, the second largest gas producing region in North America.

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The Value of Gas Storage in North America
January 2006 - 10 pages
This topic paper provides an assessment of gas storage cost versus winter summer gas price differentials, revenues, and costs for gas storage operators, along with technical review on gas storage withdrawals and injections for seven North American regions.

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Rising Western Canadian Natural Gas Replacement Costs
December 2005 - 9 pages
Ziff Energy analyzed the trends in natural gas supply costs in Western Canada and the factors that are driving the cost changes.  This paper draws on Ziff Energy's leading research and analyses from the 2005 Western Canada Finding and Development Cost Study and the 2005 Reducing Field Operating Costs Study, both issued September 2005.

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Tight Gas Growth in Western Canada
November 2005 - 10 pages
This topic paper provides Ziff Energy's examination of Tight Gas growth in Western Canada.

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Natural Gas Price Forecast to 2012
October 2005 - 17 pages
This topic paper provides Ziff Energy's forecast of North American natural gas pricing through 2012.

North American Gas Demand - Growing 12% by 2012
September 2005 - 12 pages
Ziff Energy Group provides a brief overview of each gas demand sector (Industrial, Electrical Generation, Residential, and Pipeline fuel) and its growth or decline for seven North American regions.

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U.S. Rockies Gas Production Outlook to 2012 - Tight Gas Making a Difference
August 2005 - 11 pages
This topic paper forecasts natural gas production through 2012 for the U.S. Rockies, which is one of the few traditional producing regions in North America that has growth potential.

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Growth of Canadian Energy Trusts: Gas Production and Activity - an Evolving Model
July 2005 - 11 pages
This paper summarizes the evolution of Trusts in the Canadian oil and gas industry, and provides a review of evolution of the Trusts, examines the growing importance of drill bit activity to complement acquisitions, and the growth of Trusts' gas production.

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Gas and Power Relationship - Impact of Industrial Gas Demand Erosion on Power Demand
June 2005 - 10 pages
Ziff Energy Group announces the release of an executive colour report which provides an analysis of the natural gas requirements for North American power to 2012.  Ziff Energy's analysis shows that in the future, the North American power market growth is driven by its customers, whereas the North American gas market is driven by the power market.

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2004 U.S. and Canada Reserve Replacement - Positive Results
May 2005 - 9 pages
Ziff Energy Group announces the release of an executive colour report which provides an analysis of the 2004 U.S. and Canadian gas reserve replacement.  Ziff Energy's analysis indicates that record gas drilling is resulting in growing reserve additions, and more than full reserve replacement.

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North American LNG 2005 - 2012
April 2005 - 12 pages
With North America (excluding Mexico) gas demand growing at 1.4%/yr (1 Bcf/d/yr from 2005 - 2010) and indigenous sources declining at 0.3%/yr, LNG is becoming an increasingly important component.  This topic paper reviews the current status of LNG imports into North America and provides a forecast of LNG imports through 2012.

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Western Canada Gas Production Outlook to 2012
March 2005 - 12 pages
Although Western Canada has the largest undiscovered gas potential in Canada, the basin is maturing, and high gas drilling activity is needed just to keep production flat.  This topic paper forecasts natural gas production through 2012 for the Western Canadian Sedimentary Basin, the second largest gas producing region in North America.

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Demand for North American Gas Storage to 2010
February 2005 - 12 pages
Gas Storage is key to meeting winter demand in North America having supplied an average 2.5 Tcf (20%) of total North American winter demand of 12.8 Tcf over the last 5 years.  This paper reviews storage use by various gas sectors in North America and forecasts storage demand to 2010 based on expected changes in gas demand by these sectors and changes in supply.

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Natural Gas Supply Requirements for Canadian Oil Sands 2005 - 2015
January 2005 - 12 pages
The Canadian oil sands contain 15% of the world's known proven oil reserves are only recently being exploited to reduce North America's dependency on foreign oil supplies.  The topic paper reviews the current Oil Sands operations along with proposed developments through to 2015, and their potential natural gas requirements.

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Coal Bed Methane: A Significant Gas Supply from Western Canada?
December 2004 - 10 pages
CBM production commenced in Alberta in early 2002 and has grown steadily, although remains an insignificant component of Western Canada production.  The US CBM industry started at zero in 1987 and now accounts for 9% of US natural gas production.  This topic paper examines the potential for Western Canada CBM production to become a significant gas supply.

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North American Demand Outlook
November 2004 - 10 pages
While this topic paper examines North American gas demand, additional emphasis will be on Canada and the reasons why its growth is significantly above the average growth rate of the seven US and Canada regions. 

Natural Gas Price Outlook to 2010
October 2004 - 13 pages
Ziff Energy forecasts the Henry Hub gas price as the primary North American gas trading location and uses it as a foundation to formulate basis differentials to AECO, Dawn, Chicago, New York, and Opal.

Cross Border Regulatory Cooperation: Energy Balances & Energy Policy
September 2004 - 19 pages
This is a larger version of a paper written by Paul Ziff for presentation in Washington, on September 27 to the Woodrow Wilson Institute.  This paper reviews how the two agencies could collaborate to promote large new cross-border projects, such as the Alaska Pipeline.  At the same time, Paul examines the energy balances of the three NAFTA countries (US, Canada, Mexico), and why the US needs an Energy Policy.

North American Gas-Fired Power Generation
August 2004 - 10 pages
This paper reviews the growth of the gas-fired electricity within the North American power industry, the limited options for other fuels to displace gas requirements for power generation prior to 2010 and the potential for further gas-powered generation to replace existing power generation by other fuels.

Natural Gas Supply in North America
July 2004 - 9 pages
Ziff Energy's North American gas supply outlook to 2015 reviews production from each major region with a focus on Western Canada, the US Rockies, and the Gulf of Mexico.  Traditional North American basins are maturing and the outlook for gas production is flat to declining, so other frontier supplies are required if growing North American gas demand is to be met.  Ziff Energy expects recent gas production declines to flatten somewhat, reflecting stronger drilling activity resulting from robust gas prices.  However, record drilling is needed just to maintain the status quo, and non-traditional resources, including LNG, are essential.

North American Pipelines - The Next Five Years
June 2004 - 8 pages
This topic paper focuses on the US Rockies basin, the Mackenzie Delta basin, the US Northeast gas demand growth, and the locations of LNG regasification terminals as these areas will provide the primary impetus for new pipeline infrastructure over the next five years.  There are currently 35 significant pipeline proposals in North America, which collectively comprise over 8,000 miles in length, in excess of 30 inches in diameter on average.

2003 US and Canadian Gas Reserve Replacement
May 2004 - 10 pages
Ziff Energy's North American Gas Reserve Replacement analysis reviews the gas proven replacement performance of the 30 largest gas producers in both the Lower 48 United States and Canada.  The data represents 43% of the US Lower 48 gas production and 84% of Canadian gas production.  Our analysis indicates the challenges facing the exploration industry (record drilling, yet less than full reserve replacement).

North American Pipelines - A Five Year Review
April 2004 - 10 pages
Ziff Energy reviewed the major pipeline expansions over the past five years in the US Gulf Coast, Western Canada, US Southwest, and US Rockies and analyzed their impact on existing pipeline infrastructure.  Gas production from these regions was examined over this period to determine if increasing production supported pipeline expansions.  The costs for each of the identified pipeline projects are evaluated in terms of cost per MMcf/d of added daily capacity in a cost per inch mile.

LNG Growth
March 2004 - 9 pages
Liquefied Natural Gas (LNG) is expected to grow over 9% of the global natural gas market by the year 2007.  The surge in liquefaction capacity will likely outstrip gas demand growth.  The unit construction costs for new LNG plants and shipping costs have fallen in the last 30 years.

Mexico's Natural Gas Outlook
February 2004 - 12 pages
Gas supply: Mexico sits on a sea of natural gas; yet in 2003, a new 300 MMcf/d import pipeline from Texas (Kinder Morgan) was commissioned, and the state-owned Federal Power Utility (known as CFE) contracted long term for upwards of 400 MMcf/d of gas at Altamira (Gulf of Mexico) to be delivered to a proposed LNG terminal operated by Shell (with Total).

Western Canada Unconventional Gas Potential
January 2004 - 15 pages
Western Canada gas production reached a peak of 17 Bcf/d in 2001 and 2002 before declining approximately 0.4 Bcf/d in 2003.  The development of unconventional gas supplies is needed to provide incremental supply volumes in the Western Canada Sedimentary Basin.

Natural Gas Price Outlook
December 2003 - 14 pages
Ziff Energy forecast the natural gas price at Henry Hub to the end of the decade.  Provides a complete review of influences to the gas price.

North American Gas Market Outlook
October 2003 - 12 pages
North American natural gas demand will continue to grow although at a slower pace than prior demand forecasts due to the persistent high gas price environment.

Industrial Demand Destruction
September 2003 - 11 pages
By 2003, North American (US and Canada) industrial demand fell to 13% since 2000.  Further industrial demand destruction will occur to those segments.

Stresses in Natural Gas Supply in North America
September 2003 - 12 pages
The traditional North American gas supply basins will continue to be challenged to respond to gas market growth over the forecast period from 2003 to 2010.  Aggregate production from the Gulf of Mexico, Continental US, Rockies, and Western Canada is forecast to remain essentially flat at almost 25 Tcf/yr through to 2010.

An Assessment of Gas-Fired Power Generation and Future Natural Gas Demand
July 2003 - 12 pages
North American gas consumption for gas-fired power generation has increased to over 15 Bcf/d by January 2002, double the late 1980s consumption of 7 Bcf/d.  While the overall demand for natural gas grows, the power generation share of the total gas market increases to 27% by 2010, up from the year 2000.

2003 Western Canada Drilling Cycle Optimization
June 2003 - 62 pages (download entire report)

Climate Change - After Kyoto Ratification, Now What?
June 2003 - 14 pages

Canadian 2002 Gas Reserve Replacement - Going the Wrong Way, Major Negative Revisions
May 2003 - 12 pages

Western Canada Gas Activity - Elevated Gas Prices Maintain Strong Level of Gas Completions
February 2003 - 16 pages

US Gas Exports to Mexico - Will the Growth Continue?
January 2003 - 15 pages