1. Peaks, Plans and (Persnickety) Prices Gas Storage: Finance, Investment, and Strategy Summit October 19, 2010 Houston, Texas James M. Kendell, Director Office of Oil, Gas & Coal Supply Statistics

2. 2 James M. Kendell, Houston, TX, October 19, 2010 Working Natural Gas in Storage, 2000-2010 Fitted Trend Source: Energy Information Administration; Natural Gas Monthly Peak

3. 3 James M. Kendell, Houston, TX, October 19, 2010 Estimates of Underground Natural Gas Storage Capacity, 2006-2010 Source: Form EIA-191M, “Monthly Natural Gas Underground Storage Report,” and Form EIA-191A, “Annual Natural Gas Underground Storage Report.”

4. 4 James M. Kendell, Houston, TX, October 19, 2010 Estimated Peak Working Gas Capacity as a Percent of Design Capacity, 2006-2010 Source: Form EIA-191M, “Monthly Natural Gas Underground Storage Report,” and Form EIA-191A, “Annual Natural Gas Underground Storage Report.”

5. 5 James M. Kendell, Houston, TX, October 19, 2010 Estimated Peak Working Gas Capacity and Actual Peaks, 2006-2010 0 Source: Form EIA-191M, “Monthly Natural Gas Underground Storage Report,” and Form EIA-191A, “Annual Natural Gas Underground Storage Report.” Billion cubic feet

6. 6 James M. Kendell, Houston, TX, October 19, 2010 Active Shale Gas Plays, Lower 48 States

7. 7 James M. Kendell, Houston, TX, October 19, 2010 7 Shale Production by Basin, 2000-2010 Source: EIA, Lippman Consulting (2010 estimated) Billion Cubic Feet

8. 8 James M. Kendell, Houston, TX, October 19, 2010 Working Gas Capacity and Deliverability by Field, January 2010 Source: Energy Information Administration, Form EIA-191A

9. 9 James M. Kendell, Houston, TX, October 19, 2010 Total Gas Capacity by Field Type, 2000-2009 0 Source: Energy Information Administration, Form EIA-191A

10. 10 James M. Kendell, Houston, TX, October 19, 2010 Total Natural Gas Storage Capacity Additions, 2004- 2012 Source: Energy Information Administration, and Form EIA-191A

11. 11 James M. Kendell, Houston, TX, October 19, 2010 Potential Natural Gas Storage Capacity Additions, 2010-2012 Source: Energy Information Administration

12. 12 James M. Kendell, Houston, TX, October 19, 2010 Total Potential Storage Capacity Additions by Field Type, 2010-2012 Billion cubic feet Source: Energy Information Administration

13. 13 James M. Kendell, Houston, TX, October 19, 2010 13 James M. Kendell, Houston, TX, October 19, 2010 Natural Gas Supply and Consumption, 2005-2011 Billion cubic feet per day Source: Short-Term Energy Outlook, October 2010

14. 14 James M. Kendell, Houston, TX, October 19, 2010 14 James M. Kendell, Houston, TX, October 19, 2010 Henry Hub Natural Gas Prices, 2009-2011

15. 15 James M. Kendell, Houston, TX, October 19, 2010 15 James M. Kendell, Houston, TX, October 19, 2010 Working Natural Gas in Storage, 2006-2011 Source: Short-Term Energy Outlook, October 2010

16. 16 James M. Kendell, Houston, TX, October 19, 2010 16 James M. Kendell, Houston, TX, October 19, 2010 Working Natural Gas in Storage, 2000-2010 Billion cubic feet Red as of March 31 Blue is as of October 31 Source: EIA data and Short-Term Energy Outlook, October 2010

17. 17 James M. Kendell, Houston, TX, October 19, 2010 James M. Kendell Energy Information Administration James.Kendell@eia.doe.gov Recurring Publications: Short-Term Energy Outlook, monthly Annual Energy Outlook 2010, May 2010 Natural Gas Year-in-Review, July 2010 U.S. Natural Gas Imports and Exports: 2009, September 2010 Estimates of Peak Underground Working Gas Storage Capacity in the United States, 2010 Update, September 2010 U.S. Crude Oil, Natural Gas, and Natural Gas Liquids Reserves 2008, October 2009 Special Reports: Expansion of the U.S. Natural Gas Pipeline Network: Additions in 2008 and Projects through 2011, September 2009 Implications of Lower Natural Gas Prices for Electric Generators in the Southeast, May 2009 Impact of the 2008 Hurricane Season on the Natural Gas Industry, January 2009 Trends in U.S. Residential Natural Gas Consumption, June 2010