NGI’s Hub & Flow

Dec 09 2024 100 ep. 19 mins 41
NGI’s Hub & Flow Podcast artwork

NGI’s Hub & Flow is a podcast for busy natural gas professionals interested in a quick take on North American energy markets. Join Natural Gas Intelligence’s trusted reporters, editors and analysts as they discuss what is driving supply and demand fundamentals, prices and movements in the natural gas and LNG markets in the U.S., Canada and Mexico.

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What’s the Winter Outlook for Natural Gas Prices?

Dec 09 2024 14 mins  
Dive into the balance of winter price forecast as NGI’s Kevin Dobbs, senior markets editor, interviews Paragon Global Markets LLC’s Steve Blair, managing director of institutional energy sales. The two discuss the winter ahead in natural gas markets and explore the potential price catalysts. Blair covers the strengthening production and stout storage situation, as well as dome

An Investor's Perspective on How Natural Gas Will Fare Against Competing Energy Options Over the Coming Decade

Dec 02 2024 29 mins  
Natural gas demand continues to defy forecasts calling for renewables to halt the fuel's growth in the Lower 48. That’s no surprise to one clean energy investor, Prithvi Ventures’ Rakesh Radhakrishnan, who spoke with NGI’s senior markets editor Chris Newman about how lifecycle costs and other factors would continue to play a huge role in decision making for power resources.

$66 Billion-Plus Question: How Will U.S.-Mexico Natural Gas Trading Evolve When the Sheinbaum Administration Meets (Another) Trump Presidency?

Nov 25 2024 19 mins  
Mexico is the United States’ largest trading partner, with about 75% of the country’s natural gas originating from the Lower 48 states. Cross-border energy trade in 2023 reached $66.5 billion, and imports of U.S. natural gas have increased for years as Mexico’s domestic production has decreased. With Mexico President Sheinbaum’s recent inauguration, however, the role of st

Pipelines on Water: Why Have LNG Freight Rates Plunged, and When Will They Come Up for Air?

Nov 19 2024 15 mins  
Spark Commodities CEO Tim Mendelssohn joins NGI's managing editor of LNG, Jamison Cocklin, to discuss how bearish market fundamentals have been driving down freight rates for LNG cargoes. A “massive vessel oversupply,” combined with delays in U.S. LNG export projects, has pushed freight rates well below market expectations. Mendelssohn explains why these rates could remain low

Unpacking the Election: What's at Stake for U.S. LNG

Oct 30 2024 16 mins  
NGI LNG editors Jamison Cocklin and Jacob Dick discuss the upcoming election and what a Harris or Trump presidency could mean for the U.S. LNG sector. They explore how either candidate may approach new export projects after a lengthy pause on authorizations that was imposed by the Biden administration. The conversation also focuses on Trump's tariff proposals and a potential trade

The Gulf Coast Is Leading the Race to Trap and Store Emissions from Natural Gas and Oil as Supermajors Bankroll Mega Projects

Oct 21 2024 30 mins  
An "impressive" 500 million tons/year of capacity for carbon capture utilization and sequestration (CCUS) projects in the United States are on the drawing board, designed to trap emissions from natural gas and oil projects. Those ambitions, though, have been tempered by uncertainties that include permitting challenges and public opposition. NGI's Carolyn Davis, managing editor of n

Natural Gas Advisor Andy Huenefeld’s Outlook for Winter Prices, Supply and Demand

Oct 16 2024 19 mins  
NGI senior markets editor Jodi Shafto interviews Andy Huenefeld, managing partner at Pinebrook Energy Advisors and contributor to The Energy Buyers Guide report. Huenefeld discusses key factors for the Lower 48 winter heating season that begins on Nov. 1.

What is Claudia Sheinbaum's Natural Gas and Energy Plan? A Look Ahead to the Next Six Years in Mexico

Sep 27 2024 31 mins  
NGI’s Christopher Lenton, senior editor for Mexico & Latin America, sits down with one of the leading voices in Mexico's energy sector and the former head of Comisión Reguladora de Energía, Guillermo García Alcocer. The two discuss what could be on the horizon as Claudia Sheinbaum takes the presidential office in Mexico on Oct. 1, including potential shifts in Mexico’s e

Could Lower 48 E&Ps Break Out of Maintenance Mode in 2025? Plus the Latest Update on Natural Gas Demand for Data Centers

Sep 09 2024 15 mins  
With natural gas prices having hovered around $2/MMBtu through much of 2024, NGI’s Pat Rau, senior vice president for Research & Analysis, delves into what may happen with producer activity moving into next year. Publicly traded producers have been on a tight leash the last five years in terms of production growth, he notes. With new LNG export capacity around the corner, how

What Lies Ahead: Why Project Delays, Regulatory Hurdles May Not Hamper U.S. LNG Development With Baker Botts’ Jason Benn

Aug 26 2024 31 mins  
From rising costs, construction delays and an increasing number of regulatory hurdles, U.S. LNG projects have seen a bevy of challenges this year, but how impactful really are the new obstacles? Baker Botts' Jason Bennett, department chair of global projects and co-chair of energy, discusses the near-term global natural gas market dynamics and domestic policies shaping the developm