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8th AIIS Gulf Region Conference & Harald Breidenstein Golf Classic

8th AIIS Gulf Region Conference & Harald Breidenstein Golf Classic . Roger D. Read Senior Analyst, Oil Services Thursday, September 30, 2010. Natural Gas Overview. Gas Shale Plays = Game Changer. Onshore Production Growth Impressive. Source: EIA-914 and Natixis Bleichroeder LLC estimates.

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8th AIIS Gulf Region Conference & Harald Breidenstein Golf Classic

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  1. 8th AIIS Gulf Region Conference & Harald Breidenstein Golf Classic Roger D. Read Senior Analyst, Oil Services Thursday, September 30, 2010

  2. Natural Gas Overview

  3. Gas Shale Plays = Game Changer

  4. Onshore Production Growth Impressive Source: EIA-914 and Natixis Bleichroeder LLC estimates Forecasts based on a retreat in rig count that hasn’t happened yet

  5. U.S. Oil/Gas Price Ratio 1994 to Present Source: Bloomberg and Natixis Bleichroeder LLC estimates Nature and markets abhor vacuums. Dramatically cheaper natural gas will get “cured” one way or another

  6. Total & Major Components of U.S. Natural Gas Demand 1997 to 2011E Source: EIA and Natixis Bleichroeder LLC estimates Increased electric power demand increased volatility in demand/price Industrial consumer has been the “safety valve”

  7. Disclosures

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