North American Natural Gas Demand per Sector

Updated October 2019

The chart shows the North American natural gas demand.

   Download File    Download Data    Read More ...

Change in North American Demand by Sector 2018–2030

Updated October 2019

The chart illustrates the change in North American demand by individual sector during the 2018–2030 period.

   Download File    Download Data    Read More ...

Eastern Triangle Natural Gas Demand to 2030

Updated August 2019

The chart shows overall Eastern Triangle demand growth from 2019–2030.

Eastern Triangle markets include Ontario, Quebec, and US Pipeline Exports to New York and New England markets.

   Download File    Download Data    Read More ...

Eastern Triangle Power Demand to 2030

Updated August 2019

The chart shows overall power demand growth for the Eastern Triangle market.

   Download File    Download Data    Read More ...

Eastern Triangle Demand Composition

Updated August 2019

The chart shows the demand composition of the Eastern Triangle Market from 2005–2030.

   Download File    Download Data    Read More ...

US Northeast Demand to 2030

Updated August 2019

The chart shows the US Northeast has a below average annual growth compared with the North American average growth rate.

   Download File    Download Data    Read More ...

North American Regional Power Generation

Updated May 2019

  • North America comprises the US (divided into six power regions) plus Canada total.
  • Market growth is occurring in every region with higher growth seen primarily in largest generating regions (Interior West is an exception).
   Download File    Download Data    Read More ...

Canadian Power Generation Outlook

Updated May 2019

  • Power is a growth market for natural gas in Canada and US.
  • Ontario became the first jurisdiction in North America to eliminate coal-fired generation from mix (April 2014).
   Download File    Download Data    Read More ...

Canadian Regional Power Generation

Updated May 2019

  • Canada has an abundance of power generated from hydroelectric when compared to the US and Mexico.
  • Provinces generally rely on their local resource capabilities:
    • Hydroelectric in BC, Manitoba, Quebec, Newfoundland, and Ontario (to some degree).
    • Coal in Alberta/Saskatchewan.
    • Nuclear in Ontario.
  • Hydro Quebec is focused on renewable and hydro sources.
  • Ontario is the first jurisdiction in North America to eliminate coal-fired generation—the Thunder Bay Generating Station burned its last supply of coal in April 2014—being converted to Biomass.
   Download File    Download Data    Read More ...

Coal-to-Gas Switching Curve

Updated May 2019

There are two main drivers behind coal-to-gas switching: (1) longer-term displacement due to environmental regulation and (2) shorter-term switching due to the relative costs of each of the competing fuels.

   Download File    Download Data    Read More ...

North American Industrial Demand by Sector

Updated May 2019

The chart shows Solomon’s forecast for industrial natural gas consumption by sector and region.

   Download File    Download Data    Read More ...

North American Power Generation Outlook

Updated May 2019

The chart shows North American power generation by fuel type.

   Download File    Download Data    Read More ...

Appalachia Demand

Updated May 2019

The figure presents Appalachian demand* for natural gas to 2030.

*Solomon Appalachian demand includes the Northeast region with the addition of Ohio, West Virginia, Maryland, Delaware, and Virginia.

   Download File    Download Data    Read More ...

Potential for Alberta Power Projects

Updated May 2019

  • Green line illustrates gas demand required from gas-fired generation to offset Environment Canada performance standard closing coal plants after 45-year economic life.
  • Green Dot illustrates the overall gas demand required from gas-fired generation to offset both the Environment Canada and Alberta Government coal policy to close plants by 2030.
  • Red area shows coal-fired capacity meeting 45-year life by 2030.
  • Blue area shows remaining coal-fired capacity, which would be neutered before its economic life by Alberta Government coal closures.
   Download File    Download Data    Read More ...

Ontario Gas-Fired Generation

Updated May 2019

  • Ontario replaced much of the coal capacity that was phased out in 2014 with natural gas.
  • Four coal fired plants were decommissioned.
   Download File    Download Data    Read More ...

Power Generation Cost Coal vs Gas

Updated May 2019

The chart shows a coal-to-gas parity calculation for various radius distances around CAPP and PRB basins and a gas floor range for switching from coal. Solomon Strategic Energy Advisors compared delivered fuel cost for combined cycle gas turbine (CCGT) and coal plants for the Central Appalachia (CAPP) and Powder River basins (PRB).

   Download File    Download Data    Read More ...

North American Retiring Coal-Fired Capacity

Updated May 2019

   Download File    Download Data    Read More ...

Location of Nuclear Power Plants

Updated May 2019

  • Currently 104 nuclear power reactors in the US.
  • Virtually all of the nuclear power plant sites are close to major gas pipelines.
   Download File    Download Data    Read More ...

Hydro Generation (TWh)

Updated May 2019

   Download File    Download Data    Read More ...

Power Generation Capacity Factors by Type

Updated May 2019

This chart shows the capital cost requirements and lead time for various types of generic utility-scale generation facilities.

   Download File    Download Data    Read More ...

Industrial Gas Demand Growth – Direct Reduced Iron (DRI)

Updated May 2019

  • Cheap Shale Gas impacts investments into direct reduced iron plants, a main steel ingredient.
   Download File    Download Data    Read More ...

North American Industrial Gas Demand

Updated May 2019

  • Chart shows North American industrial gas demand. Solomon Strategic Energy Advisory includes gas demand for Oil Sands and LNG exports in its industrial gas demand forecast.
   Download File    Download Data    Read More ...

Gas-to-Methanol Economics

Updated May 2019

   Download File    Download Data    Read More ...

Gas-to-Liquids (GTL) Plants

Updated May 2019

  • GTL derives products competing with crude oil (diesel, naptha, distillate, lubes, waxes).
  • Operating plants: PetroSA in Mosel Bay, South Africa and Shell in Bintulu, Malaysia.
  • Sasol Chevron, a joint venture between Chevron & Sasol (South African chemical & fuels company and pioneer of coal-to-liquids and GTL technology) are building plants in Qatar (almost onstream) and Nigeria (2008/9).
  • Exxon Mobil and Shell in agreements with Qatar have operating plants in Qatar. Qatar wants to be the GTL capital of the world.
  • Other plants being considered in Canada Alaska, South America, Australia, and East Indies although expect most of the activity to occur in the Middle East with Qatar leading the way.
   Download File    Download Data    Read More ...

Gas-to-Liquids Economics

Updated May 2019

   Download File    Download Data    Read More ...

Natural Gas Demand for Vehicles

Updated May 2019

   Download File    Download Data    Read More ...

LNG Trucks: Is it Worth it?

Updated May 2019

The chart shows a comparison of capital costs and fuel savings between diesel and LNG trucks. When natural gas is converted to LNG by chilling to -260 degrees Fahrenheit (-160 °C), its energy density increases to the point where it requires only 50 percent more volume to match the energy content of diesel fuel.

   Download File    Download Data    Read More ...

North American Natural Gas Transport Outlook

Updated May 2019

   Download File    Download Data    Read More ...

Western Canadian Gas Demand Outlook

Updated May 2019

  • Western Canada gas demand will continue to grow, primarily in Alberta, due to growth in Oil Sands development & gas-fired power generation, making Alberta Canada’s largest natural gas consuming province.
   Download File    Download Data    Read More ...

Canadian Gas Demand Outlook

Updated May 2019

The chart shows a breakdown of regional Canadian gas demand.

   Download File    Download Data    Read More ...

North American Gas Demand by Region

Updated May 2019

The chart shows a detailed illustration of North American natural gas demand by region (excludes exports to Mexico).

   Download File    Download Data    Read More ...

International Gas Intensive Demand

Updated May 2019

   Download File    Download Data    Read More ...

Canadian Gas Supply-Demand Allocations

Updated December 2017

This chart illustrates the allocation of Canadian gas supplies and Central Canadian imports to their traditional gas markets through 2025 at Canadian border points. Continued growth of demand in Western Canada, combined with competition from low-cost US Lower 48 gas, leads to limited growth options for Canadian supply. As TransCanada Long-Term Fixed Price (LTFP) comes into service and Marcellus/Utica plays continue to develop and push into the Chicago-Dawn markets, Solomon believes that the Ontario-Quebec market will provide transition opportunities to export into the upstate New York and New England markets on existing facilities. Western Canada gas supply will benefit from pipeline expansions utilizing reasonable cost compression options on Alliance and GTN allowing low-cost production to be moved into the North American pipeline grid.

   Download File    Download Data    Read More ...

Cost of New Demand

Updated December 2017

This chart provides the cost of new demand for gas-fired power, methanol, oil sands, ammonia, gas-to-liquids (GTL), and ethylene/polyethylene.

   Download File    Download Data    Read More ...

North American Residential Outlook

Updated December 2017

This figure provides Solomon Strategic Energy Advisory's outlook for the residential sector.

   Download File    Download Data    Read More ...

North American Commercial Outlook

Updated December 2017

This chart shows North American Commercial Outlook. While commercial consumers are making efficiency gains, there is negligible difference in the average consumption per commercial user. Commercial units (blue line) cover a wide spectrum such as hospitals, restaurants, warehouses, public service establishments, and office buildings. Although the commercial customer count has stagnated since the 2008–2009 recession, Solomon believes that as economic growth recovers, so will commercial count (growing at 0.5% per year). Consumption (thousands of cubic feet per customer per heating degree day (Mcf/customer/HDD)) (red line) has lagged behind improvements seen in the Residential sector, and Solomon believes this trend will continue during the forecast period. As commercial consumption comes from more heterogeneous consumers, aligning economic incentives to increase building energy efficiency is difficult. For example, a landlord may not be incented to spend capital to decrease energy costs if the tenant is responsible for utility costs.

   Download File    Download Data    Read More ...

New Generation Assumptions

Updated December 2017

This chart shows the capital cost requirements and lead time for various types of generic utility-scale generation facilities. On a combined basis, natural-gas-fired generation has a clear capital cost and lead time advantage over all other forms of generation. Solomon also expects lower variable costs when compared to the past decade.

  • Decreasing costs for wind and solar photovoltaic (PV) generation now have these technologies competing favorably with new coal-fired generation and other forms of renewable generation. This has led to rapid growth in both wind and solar PV capacity additions.
  • Increasing costs for capital-intensive projects and concerns over CO2, NOX, SOX, and other environmental restrictions have discouraged construction of new coal plants, a trend that is expected to continue.
  • Nuclear generation has both high capital costs and long lead times of 6 years or more. Due to strong public sector involvement and extensive regulatory oversight, there is a high risk of project cost overruns and delayed commissioning.
   Download File    Download Data    Read More ...