US natural gas to average $6.65/Mcf in 2005: Raymond James
Washington (Platts)--7Sep2004
Despite the current slackening of US natural gas prices, 2005 gas prices are likely to average $6.65/Mcf, according to Raymond James' senior energy analyst Tuesday. The prediction compares with Marshall Adkins' last forecast of $6.25/Mcf. He said current soft prices were directly related to low, weather driven demand but "the underlying, non-weather fundamentals for natural gas remain extremely bullish." He forecast that bearish plays would retreat towards the end of 2004 and gas prices return to a 5.5 to 1 ratio with crude oil. Adkins forecast a $40/bbl average West Texas Intermediate price in 2005, implying low $7/Mcf natural gas prices. While storage numbers were strong, "the combination of falling gas supplies, a strong US economy, and favorable fuel-switching ratios are going to eventually put significant pressure on the US gas storage system," he said. Adkins believes that when traders are comfortable with the supply/demand balance, gas will trade below the 5.5 to 1 midpoint, but bounce above that mark when weather-related demand increases.
Copyright © 2004 - Platts
Please visit: www.platts.com
Their coverage of energy matters is extensive!!.