|
ESAI's
Natural Gas Analysis
Natural
gas is among the most closely watched commodity markets in
the world. Every company that purports to do fundamental analysis
of gas markets uses the same basic information - government
reports on supply and demand and EIA data on storage. ESAI's
natural gas service adds value to the mountain of information
that gas producers, shippers, and consumers already receive
by offering distinct advantages in its analysis:
Gas-power
nexus - ESAI analysis has invested heavily in evaluating
at a very detailed level the demand for natural gas from the
power sector. We monitor at national, regional, statewide,
zonal, and plant-specific levels, the impact that demand from
gas-fired power generation has on the regional and national
gas markets for the short and long-term. In addition, ESAI's
Capacity Watch report provides a subjective evaluation of
gas-fired capacity project development in the U.S.
Regional
focus - ESAI provides detailed analysis and understanding
of regional gas markets and cash price relationships with
the Henry Hub. Modeling work incorporates fundamental factors
with financial market dynamics for liquid regional U.S. hubs.
Financial
market analysis - ESAI understands the financial side
of the gas market and how actions of hedge funds and speculators
affect the Henry Hub gas contract on NYMEX. Our on-going analysis
of Commitment of Traders data published by the CFTC helps
clients translate the potential price impact of non-commercial
activity.
Market dynamics - ESAI understands stocks. We invented
the very idea of Stockwatch as a critical business analysis
product when we created the first global oil inventory information
system (our global oil Stockwatch services) in the 1980s.
ESAI brings the same savvy understanding of the dynamics between
inventories, prices, and price structures to the natural gas
market.
LNG
analysis - ESAI has served as an expert witness in arbitration
and litigation cases involving the global liquefied natural
gas (LNG) market. This knowledge is the basis for our understanding
of the increasing impact that LNG imports will have on national
demand for dry gas in the future.
ESAI's
regular analysis includes short-term (one week), medium-term
(six months), and long-term (10 years) price and market outlooks.
For a complete listing of ESAI's regular reports, click
here.
Direct
Access
ESAI clients
have direct access to our experienced team
of senior analysts -- considered some of the best experts
in the energy industry -- who are recognized worldwide for
their knowledge of natural gas, electricity, and petroleum
markets.
Customized Solutions
ESAI also helps clients solve specific business problems through
project work. These projects include risk
management consulting, decision
support, energy project
evaluation, and litigation,
arbitration, or regulatory support services.
Studies, Reports, and Articles
Aside
from its regular publications, ESAI also performs research
and analytical work via studies, occasional memo reports,
and industry articles.
Occasional memos are
timely assessments that are meant to provide our clients with
insight and interpretation of recent market developments.
Our analysts publish industry
articles regularly and are considered to be among the market's
leading experts in energy analysis.
For more information on ESAI's natural gas services, please
contact Thomas Sutro at
781.245.2036 or tsutro@esai.com
|
