Here is my look at the natural gas sector

1. WHAT’S NEXT FOR NATURAL GAS
Paul Young CPA CGA
May 23, 2023

2. PRE-SALES, BUSINESS
DEVELOPMENT, AND
CUSTOMER SUCCESS
MANAGEMENT SME
• CPA, CGA (1996)
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Customer Success Management
• SME – Risk Management
• SME – ESG and Sustainability Reporting
and policy development
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
• SME – Data, AI, Security, and Platform
• SME – Internal Controls and Auditing
Contact information email: paul_young_cga@outlook.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga
Twitter: https://twitter.com/paulyoungcpa
Youtube - https://www.youtube.com/user/youngercga1968/videos

3. AGENDA
• Natural Gas Market Outlook
• Natural Gas Power Generation
• Top Exporters of Natural Gas
• Conference Board / Natural Gas
• LNG / China
• LNG / Market Outlook
• Natural Gas Reserves
• Natural Gas / Power Generation
• Canada / LNG
• Power Generation
• What’s needs to be done

4. NATURAL GAS MARKET OUTLOOK
Source - https://www.eia.gov/outlooks/steo/ or https://www.forbes.com/sites/judeclemente/2019/12/01/6-keys-for-the-
natural-gas-market-into-2020/#4f1684587586
Source -
https://markets.businessinsider.com/co
mmodities/natural-gas-price

5. NATURAL GAS POWER GENERATION
Source - https://www.indexmundi.com/g/r.aspx?t=10&v=137

6. TOP EXPORTERS OF NATURAL
GAS
Source -
https://www.indexmundi.
com/g/r.aspx?t=10&v=1
38
https://www.cer-rec.gc.ca/en/data-analysis/energy-commodities/natural-gas/report/natural-gas-summary/natural-gas-annual-trade-summary-2019.html Source – BMO

7. COMMODITIES

8. TOP EXPORTERS
OF NATURAL
GAS
Source -
https://www.statista.com/statist
ics/274528/major-exporting-
countries-of-lng/

9. LNG / CHINA
Source -
https://oilprice.com/Energy/Na
tural-Gas/US-Is-The-
Surprising-Winner-In-Chinas-
LNG-Market.html

10. LNG MARKET
Source - https://www.globenewswire.com/news-
release/2020/06/09/2045905/0/en/Small-Scale-LNG-Market-Size-By-2019-to-2026-
Strong-Revenue-and-Competitive-Outlook-By-Top-Leaders-Honeywell-
International-Inc-Linde-plc-W%C3%A4rtsil%C3%A4-General-Electric.html

11. NATURAL GAS
RESERVES
Source -
https://www.indexmundi.com/g/r.as
px?t=10&v=98 or
https://www.statista.com/statistics/4
84821/canadian-region-natural-
gas-reserves/

12. NATURAL
GAS / POWER
GENERATION
Source -
https://www.eia.gov/todayin
energy/detail.php?id=42497

13. CONFERENCE BOARD / NATURAL GAS
Source - https://www.conferenceboard.ca/e-library/abstract.aspx?did=10763 and https://www.canadianmanufacturing.com/environment-and-
safety/canadas-liquefied-natural-gas-industry-expected-to-create-new-job-opportunities-experts-257917/

14. CANADA / LNG
• Slower demand along with hijacking of government by environmentalist - https://www.worldoil.com/news/2020/3/6/canada-s-lng-
dreams-fade-as-blockades-add-new-costs-to-industry
• BC projects still going strong - https://www.jwnenergy.com/article/2019/10/lng-canada-ramping-project-marks-one-year-construction/
• Australia and USA have jumped ahead of Canada in terms of LNG exports - https://www.jwnenergy.com/article/2019/12/canadian-lng-
global-opportunity-global-competition/
• “Legendary investor Warren Buffett’s decision to walk away from a proposed export terminal for liquefied natural gas in Quebec is
being held up in a new report as a sign that the LNG sector in Canada and elsewhere is on shaky ground. The Global Energy Monitor
report released Monday says Buffett’s move in March underscores the growing political and economic uncertainty that LNG projects are
facing even as governments around the world tout liquefied natural gas as a clean alternative to coal power.
”https://globalnews.ca/news/7146108/lng-canada-future-report/
• Canada needs to focus on its policies, i.e. environment, taxation, trade/FIPA, etc. -
https://www.kallanishenergy.com/2020/06/17/canadian-lng-alliance-launched-to-spearhead-lng-development-projects/

15. RICHEST PER CAPITA INCOME
COUNTRIES
Source -
Source - https://www.indexmundi.com/g/r.aspx?v=67
• Qatar is world leader with both natural gas and oil - https://www.fitchratings.com/research/sovereigns/fitch-
affirms-qatar-at-aa-outlook-stable-24-06-2020 . Qatar has a lot of issues with human rights -
https://www.amnesty.org/en/countries/middle-east-and-north-africa/qatar/report-qatar/
• Many of the high per capita countries are tax havens - https://www.taxjustice.net/2019/05/28/new-ranking-
reveals-corporate-tax-havens-behind-breakdown-of-global-corporate-tax-system-toll-of-uks-tax-war-exposed/

16. TECHNOLOGY AND NATURAL GAS
• Data and AI - https://www.ibm.com/industries/oil-gas/big-data-analytics
• Safety Analytics - https://www.ibm.com/thought-leadership/institute-business-value/report/ogrevolution
• Capacity Planning - https://revelwood.com/using-ibm-cognos-tm1-capacity-planning-oil-gas-industry/

17. POWER GENERATION / KEY COUNTRY –
Source - https://www.iea.org/reports/monthly-oecd-electricity-statistics

18. NATURAL GAS / CANADA

19. NATURAL GAS / CANADA

20. WHAT’S NEXT
• Natural gas continues to see wild swings
Blog – What is next for Natural Gas – April 2023
Global gas consumption is expected to dip only by 0.8% in 2022 due to the record 10%
contraction in Europe and the unchanged demand in the Asia Pacific, according to a report by the
International Energy Agency (IEA).
The IEA said the global demand is projected to increase by only 0.4% in 2023 but it is “still
subject to a high level of uncertainty, particularly in terms of Russia’s future actions and the
economic impacts of sustained high energy prices.
It said the prices of European natural gas and Asia spot liquified natural gas hit record highs in
the third quarter, resulting in an incentivised shift to other fuels such as coal and oil for power
generation, and reduced gas demand.
Source - https://asian-power
.com/power-utility/news/natural-gas-market-will-remain-tight-in-2023-iea
Additional Source:
Natural Gas prices and supply - https://ca.finance.yahoo.com/quote/NG%3DF/
Natural gas and trucking - https://autosphere.ca/fleet/2023/04/21/heavy-duty-truck-fleet-make-way-for-
renewable-natural-gas/
LNG - https://ieefa.org/resources/lng-exports-may-spell-trouble-horizon-us-consumers or
Green hydrogen - https://www.wired.co.uk/article/green-hydrogen-scaling-up or
https://www.tbsnews.net/features/panorama/green-hydrogen-answer-worlds-energy-woes-556930
Power plants and natural gas - https://finance.yahoo.com/news/global-natural-gas-fired-electricity-
183000766.html
Hydrogen - https://www.thewellnews.com/energy/new-york-power-plant-makes-hydrogen-history/