National Petroleum Council Demand Task Group Status Report June 2,

Demand Task Group Participating Organizations May 28,

Demand Task Group Solicited Organizations 2

Demand Task Group Organizations that Declined 3

Types of Studies to be Reviewed Back to the Future (Past Studies) – Publicly available North American, US and Canadian natural gas forecasts, preferably including power forecasts – Examples-NPC, EIA, GRI, NEB and Global Insight – Selection criteria Forecast made at least 10 years ago Multiple forecasts are available 4

Types of Studies to be Reviewed To the Future (Current Forecasts) – Publicly available North American, US and Canadian natural gas forecasts, preferably including power forecasts Examples-EIA, NEB and NERC – Regional Forecasts Example-California Energy, Northwest Power and Conservation Council – Trade Association Forecasts Forecasts of major drivers e.g. tonnage for steel – Climate Change Studies 5

6

7

8

9

10

Concerns, Constraints and Hurdles Staffing and selection of Sub Group Chairs Potentially small universe of publicly available North American, US and Canadian natural gas forecasts Boundary and clarity of roles for Demand and Emissions Task Groups including providing the Transportation Fuels Study data on power sector emissions Direct and indirect natural gas demand from vehicles – Incorporate preliminary Transportation Fuels Study results, but there is a potential timing issue Delay in final approval of NPC study could push back delivery dates 11