The topic reports shown below are available to North American Gas Strategy Retainer Clients.  If you would like access to the reports, please contact Bill Gwozd, Vice President, Gas Services, at 403-234-4299, toll free 1-800-853-6252, ext. 299, or via email bill.gwozd@ziffenergy.com for further information.

2008

2007 U.S. and Canadian Gas Reserve Replacement
Date: 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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2007

U.S. Rockies Gas Production Outlook to 2015
Date: 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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Canadian Natural Gas Exports to 2020
Date: 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 thought out, independent opinion of Canadian gas exports to 2020.

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

Western Canada Gas Production Outlook to 2015
Date: 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
Date: 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
Date: 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.

Impact of 10% Colder or 10% Warmer Weather on Gas Demand
Date: 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
Date: 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.

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Natural Gas Completion Outlook
Date: 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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2006

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

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

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

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North American LNG - Outlook to 2015
Date: 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
Date: 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 the 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
Date: 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
Date: July 2006 - 2 pages
This mini topic paper outlines Ziff Energy's thoughts on the 2006 gas storage refill options.

Natural Gas Supply to the U.S. & Canadian Northeast
Date: 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 30^th 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
Date: 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
Date: 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
Date: 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
Date: 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
Date: 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
Date: 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 a technical review on gas storage withdrawals and injections for seven North American regions.

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2005

Rising Western Canadian Natural Gas Replacement Costs
Date: 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
Date: 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
Date: October 2005 - 17 pages
This topic paper provides Ziff Energy’s forecast of North American natural gas pricing through 2012.

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North American Gas Demand - Growing 12% by 2012
Date: 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
Date: August 2005 - 11 pages
This topic paper forecasts natural gas production through 2012 for the U.S. Rockies, which is one 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
Date: 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
Date: 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 America 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
Date: 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
Date: April 2005 - 12 pages
With North America (excluding Mexico) gas demand growing at 1.4%/yr (1 Bcf/d/year from 2005-10) 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
Date: 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
Date: 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
Date: January 2005 - 12 pages
The Canadian oil sands contain 15% of the world's known proven oil reserves and are only recently being exploited to reduce North America's dependency on foreign oil supplies.  This 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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2004

Coal Bed Methane:  A Significant Gas Supply from Western Canada?
Date:  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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Calgary North American Gas Strategies Conference CD
Date: November

North American Demand Outlook
Date: 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 U.S. and Canada regions.  Canada is divided into six smaller regions as shown in Appendix A and both the historical consumption (1997 - 2003) and forecast consumption (2004 - 2011) are provided.  Figure 1 indicates Ziff Energy's view of the natural gas demand for North America to 2011, segmented by demand component.

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Natural Gas Price Outlook to 2010
Date:  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. 

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Cross Border Regulatory Cooperation: Energy Balances & Energy Policy
Date: 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 (U.S., Canada, Mexico), and why the U.S. needs an Energy Policy.

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North American Gas-Fired Power Generation
Date: August 2004 - 10 pages
This paper reviews the growth of 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.

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Natural Gas Supply in North America
Date: 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 U.S. 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.

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North American Pipelines - The Next Five Years
Date: June 2004 - 8 pages
This topic paper focuses on the U.S. Rockies basin, the Mackenzie Delta basin, the U.S. 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.

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2003 U.S. and Canadian Gas Reserve Replacement
Date: 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 represent 43% of the U.S. 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).

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Houston Gas Conference CD
Date: May

North American Pipelines - A Five Year Review
Date: April 2004 - 10 pages
Ziff Energy reviewed the major pipeline expansions over the past five years in the U.S. Gulf Coast, Western Canada, U.S. Southwest, and U.S. Rockies and analysed 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 and in cost per inch mile.

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LNG Growth
Date: March 2004 - 9 pages
Liquefied Natural Gas (LNG) is expected to grow to 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.

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Mexico's Natural Gas Outlook
Date: 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). 

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Western Canada Unconventional Gas Potential
Date: 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.

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2003

Natural Gas Price Outlook
Date: 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.

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Calgary Gas Conference CD
Date: November

North American Gas Market Outlook
Date: 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.

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Industrial Demand Destruction
Date: 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.

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Stresses in Natural Gas Supply in North America
Date: 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 U.S., Rockies, and Western Canada is forecast to remain essentially flat at almost 25 Tcf/yr through to 2010. 

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An Assessment of Gas - Fired Power Generation and Future Natural Gas Demand
Date: 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. 

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2003 Western Canada Drilling Cycle Optimization
Date: June - 62 pages

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

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

Houston Gas Conference CD
Date: April

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

U.S. Gas Exports to Mexico - Will the Growth Continue?
Date: January - 15 pages

2002

U.S. LNG Imports - Major Role in New U.S. Gas Supply
Date: December - 15 pages

Calgary Gas Conference CD
Date: November

Long-Term Natural Gas Price Outlook - Influences, Fundamentals and Forecasts
Date: November - 19 pages

Short-Term Natural Gas Price Outlook - Influences, Fundamentals and Forecasts
Date: November - 14 pages

Canadian Gas Production Update - Stable, Due to Continued Growth in British Columbia
Date: October - 8 pages

Prospects for New Gas Sales for Power Stations - Near-Term or Long-Term?
Date: October - 15 pages

Blue Atlantic
Date: August - 20 pages

North American Gas Supply Outlook to 2010 - Growing to Meet Demand
Date: August - 12 pages

North American 2001 Gas Reserve Replacement
Date: June - 17 pages

Canadian Exports of Natural Gas & Electricity Effects on Greenhouse Gas Emissions
Date: June - 16 pages

Impact of Alliance and Vector Pipelines - Transportation Cost Pressures at Play
Date: May - 14 pages

Houston Gas Conference CD
Date: May

Scotian Shelf - An Emerging Major North American Gas Supply Region (2002 Report)
Date: April - 12 pages

Lower 48 United States Initial Gas Reserve Replacement in 2001
Date: March - 4 pages

Gas Storage Conference CD (2nd)
Date: March

Analysis of North American Pipeline Proposals
Date: February - 29 pages

Assessment of 2001 Canadian Gas Completions
Date: February - 10 pages

WCSB Peak Deliverability for New Gas Connections
Date: January - 4 pages

2001

Calgary Gas Conference CD
Date: December

Canadian Gas Resources
Date: December - 9 pages

North American Gas Prospects (2002 Outlook)
Date: December - 14 pages

Western Canada Coalbed Methane Gas Prospects
Date: November - 12 pages

Portland Gas Conference CD
Date: November

Near Term Gas Prices - Downward Pressures at Play
Date: July - 14 pages

Gas Storage Conference CD (1st)
Date: July

North American 2000 Gas Reserve Replacement
Date: June - 17 pages

Outlook for Natural Gas Trade and Investment in Mexico
Date: June - 13 pages

WCSB Gas Production Prospects - Effects of the Decline in Gas Well Productivity
Date: June - 14 pages

Houston Gas Conference CD
Date: April

Scotian Shelf - An Emerging Major North American Gas Supply Region
Date: March - 12 pages

Lower 48 United States Initial Gas Reserve Replacement in 2000
Date: March - 3 pages

Analysis of Year 2000 Canadian Gas Completions - Completions Soar 46%!
Date: January - 10 pages

2000

North American Gas Prospects to 2005: Assessment of Future Growth
Date: December - 20 pages

U.S. Industrial Gas Sales: Fuel Displacement and New Cogeneration Critical for Growth
Date: December - 9 pages

"Frontier" Gas Supplies: The Far North - Renewed Options for Production
Date: December - 14 pages

WCSB Gas Connection and Supply Projection - Record Gas Connections in 2000
Date: November - 11 pages

Base-Load Gas-Fired Electricity Generation - Competitive Economics
Date: September - 12 pages

WCSB Gas Drilling Completions (2000 Update)
Date: September - 7 pages

WCSB Supply Changes (1998 to 1999)
Date: July - 7 pages

North American 1999 Gas Reserve Replacement
Date: July - 20 pages

Lower 48 United States Initial Gas Reserves Replacement in 1999
Date: March - 4 pages

U.S. LNG Imports - A Growing Role in U.S. Gas Supply
Date: March - 12 pages

An Update on North American Natural Gas Pipeline Proposals
Date: February - 18 pages

Gulf Coast Gas Production - Waiting for Increased Gas Demand?
Date: January - 14 pages