CAPP - Canadian Natural Gas: Demand and ProductionSee bar graph on page 4:
https://www.capp.ca/wp-content/uploads/2020/03/Canadian-Natural-Gas-Demand-and-Production-Forecast-Scenario-Modelling-357870.pdf This outlook utilizes two scenarios:
- The ‘Market Constrained’ case - a lack of enabling policies that limits Canada’s LNG exports to LNG Canada Phase 1 and the smaller-scale Woodfibre LNG facility; and a continued protracted regulatory structure continues to result in transportation bottlenecks, lower prices and lost revenues thereby reducing the industry’s ability to finance new wells and other development opportunities.
- The ‘Market Opportunity’ case - a more efficient regulatory system that avoids protracted transportation bottlenecks that depress WCSB prices; and more LNG export facilities constructed as a result of the implementation of policies conducive to LNG export development.
With the way the feds do things...watch Canada get stuck with the Market Constrained case.