Industry dynamics are influencing transportation tolls to downstream markets. Growing supply from unconventional gas contrasts with
declines in traditional Western Canada supply sources. New legislation for gas fired power generation, growth of gas requirements for Alberta oil sands
projects, and proposed gas exports at Kitimat will result in less gas for long haul transport and will have a direct impact on transport tolls.
The Ruby and Bison pipelines will push gas back into Western Canada with an impact on AECO-NIT basis. Supply growth in non-traditional areas such
as the Marcellus Shale and in Quebec provides markets with enhanced access and choice. This 55 page report is available now.
Northeast B.C. gas is often considered a high risk / high reward play. The risk to producers is not whether gas can be recovered (it can),
rather that the play needs significant investment before producers can be confident of commercial success. This new Ziff Energy study helps
prospective producers and investors better understand the fundamental economic, commercial, and regulatory issues driving Northeast B.C.’s
Horn River and Montney gas plays. This 36 page report is available now.
Table of Contents
While gas prices cannot be controlled, gas costs can be.
A first key step to have a clear gas cost benchmark of what is achievable.
This follow-up study assesses costs of gas for major gas basins as of mid 2009,
with specific focus on new and emerging Gas Shale Plays.
A new feature in this study is the break-even gas economics.
This 92 page report is now available.
While gas prices oscillate within the various North American gas production basins,
the drilling, completions, operating, and other costs incurred by gas producers
to find, develop, and then operate are rising - fast! This new Ziff Energy
study is designed to provide answers to the key questions critical to North American
gas supply dynamics: which U.S. basins are worth pursuing? What is the cost structure
for new gas? How competitive is Canadian gas today? Ziff Energy analyzed
gas supply costs from 20 gas basins in North America. The 90+ page report
is available now.
Ziff Energy's Opportunities for the Northeast report provides an independent assessment
for producers, marketers, pipelines, gas and power utilities, storage operators,
end-users, regulators, and governments with practical insights and analysis of the
Rockies Express Pipeline impact on the North American marketplace going forward.
The comprehensive 90-page multi-client study includes 59 charts, 16 tables, and
Many industry players plan to be active in Northern Gas, and its impact will affect
the entire North American gas industry. This new 140 page multi-client Northern
Gas study provides North American producers, marketers, pipelines, LDCs, storage
operators, end-users, and governments with Ziff Energy's practical insights and
cutting-edge opinions of the impact that Northern gas deliveries will have on pipelines,
markets, and prices.
A significant number of long-haul transportation contracts on TransCanada serving
the Ontario, Quebec, and U.S. Northeast markets have expired, and more will expire
in the next few years. These gas markets may consider Dawn as a liquid
market hub from which base short-haul market area transportation services.
Dawn appears to be an ideal location due to: large underground gas storage capacity,
access to traditional Canadian and U.S. gas supplies, and a direct connection to
Chicago (which benefits from competition among basins, multiple transporters, and
potential incremental gas production from the Rockies, and eventually from Northern
Gas). This 70 page study focuses on issues to 2010.
This 45 page multi-client
marketing and transportation contracting assessment provides
Western Canadian producers, Midwest gas distributors, marketers, pipelines, large
end-users, and governments with Ziff Energy's strategic insights and cutting-edge
opinions on the impact of significant transportation contract expiries during the
next 5 years. Numerous one-on-one industry level interviews were conducted
to validate conclusions. The study is now available.
Addresses northern gas supply, regulatory/government issues, and gas delivery options
to 2015. It provides an assessment of the impact on North American gas markets,
and other non-northern gas supply. We used Dr. Robert Brooks, Natural Gas
Market Forecasting System, GPCM for our pipeline, storage, and gas pricing analysis.
The eight chapter (164 page) study contains over 90 figures and tables and is available
With the opening of the new Alliance/Vector corridor in November 2000, the Midwest
changed from a downstream gas market to a midstream market and hub through which
gas will flow from both U.S. and Canadian gas markets. The 135 page Ziff Energy
study assesses the key factors that affect the flows of natural gas into and through
the Midwest, their expected impacts on regional prices and basis differentials,
their implications for North American gas pipelines (existing and proposed), and
the potential growth in midwest markets for North American gas producers.
The study is available now.