North American Gas: A dynamic environment (PPT)

摘要

Demand: 1. Economic indicators: stall, or growth? 2. Global petchem trends 3. New policies: EPA, EPA, EPA! 4. EPA Cross States Air Pollution Rule (CSAPR) 5. EPA Air Toxics Maximum Achievable Technology (MACT) rule 6. EPA Coal ash disposal, ground-level ozone, cooling systems mandates 7. Nuclear generation operating license extensions (following Japanese event) Supply: 1. Producer behaviors, funding for drilling programs 2. Continued shift to liquids-rich drilling, oil plays 3. Supply cost inflation? Or efficiency gains? 4. EPA hydraulic fracturing study (late 2012) 5. Timing of LNG export approvals - NEB, DOE and FERC