NGI's Hub & Flow

Join NGI's Patrick Rau, senior vice president of Research & Analysis, for his quarterly review of North American natural gas earnings calls as he discusses the possibility of EQT Corp. reversing output cuts. Other factors are expected to influence markets at the start of summer, including a slowdown in merger and acquisition approvals. Plus, the latest on data center opportunit

Mexicans head to the polls this weekend in the biggest election in the country's history, with over 20,000 positions up for grabs and the near certainty that citizens will elect Mexico’s first female president. Claudia Sheinbaum of the establishment Morena party is the favorite against opposition candidate Xóchitl Gálvez. Each offers a distinct vision for the country's future.

In this episode of NGI’s Hub and Flow, NGI’s Carolyn Davis, managing editor, is joined by Carson Kearl, the lead analyst for Enverus Intelligence Research about data centers and advanced energy technologies. Power generation for the energy-intensive centers is expected to grow across the Lower 48 by double-digits in the next few years, and Kearl shares recent Enverus research o

Neil Chatterjee, a former FERC chairman and commissioner, joins NGI’s Jamison Cocklin, managing editor of LNG, to discuss the political and regulatory aspects of President Biden’s pause on authorizing new liquefied natural gas export projects. Chatterjee, currently an environmental and energy attorney at Hogan Lovells in Washington, DC, discusses the legality of the pause, the

Energy and environmental policy expert Chris Treanor, executive director of the Partnership to Address Global Emissions (PAGE), joins NGI Senior Editor of LNG Jacob Dick to recap some of the highlights from CERAWeek by S&P Global in Houston and what could be ahead for the natural gas industry during this election year. Treanor and Dick discuss the need for constructive policies

In the latest episode of NGI’s Hub & Flow, NGI Senior Markets Editor Kevin Dobbs interviews Paragon Global Markets LLC’s Steve Blair, managing director of institutional energy sales. Blair addresses production and supplies in storage, domestic weather and LNG demand, and sets the stage for the summer ahead in natural gas markets. Blair noted that, while prices are currently

NGI senior editor Chris Lention interviewed Mexico energy expert Rosanety Barrios in the latest NGI podcast. Barrios is the head of the energy team for Mexican presidential candidate Xóchitl Gálvez, who remains behind in polling but is gaining ground on the establishment pick, Claudia Sheinbaum. Topics discussed included Gálvez’s plans for the energy sector, focusing on the ro

What is the outlook for North American natural gas? We discuss this and more in NGI's latest podcast diving into energy company fourth quarter earnings reports, Wall Street’s consensus estimates and thoughts on the quarterly Nabors Industries Ltd. survey of major U.S. E&P customers and how predictive it is of rig counts.

Flex LNG CEO Oystein Kalleklev joins NGI's Senior LNG Editor Jamison Cocklin to discuss attacks on commercial vessels in the Red Sea and how the security situation is impacting the global natural gas market. Flex owns a fleet of LNG carriers. The episode explores why the attacks have so far done little to disrupt LNG shipping and how that could change if they continue longer-term.

After the Jan. 26 announcement from the Biden administration that Department of Energy authorizations for new LNG export projects will be paused for an open-ended period, speculation has swirled about what that could mean for the industry and global supply. Rapidan Energy Group's Alex Munton joins NGI's Jacob Dick to discuss what it means, why it happens and which developing projec