Podcasts by NGIs Hub

Natural Gas Price Outlook with Industry Veteran Tom Saal from 2023-12-08T10:00

In the latest episode of NGI’s Hub & Flow, NGI Senior Markets Editor Kevin Dobbs interviews Thomas Saal, senior vice president of energy at StoneX Financial.

Saal digs into supplies i...

Mexico’s 2024 Natural Gas Outlook Appears (Cautiously) Optimistic from 2023-12-04T08:53:18

Mexico’s demand for U.S. natural gas continues to mount, and 2024 appears no different. Following a recent cross-border conference, NGI’s Christopher Lenton and Andrew Baker read the tea leaves ...

Connections Matter: North American Natural Gas Midstream Companies Eager to Link U.S. Supply with Customers at Home, Abroad from 2023-11-28T13:00

Amid an increasingly positive outlook for natural gas, North American midstream companies stand ready to connect supply with demand markets in the Lower 48 and beyond. NGI's Leticia Gonzales, Ke...

3Q23 Earnings: Has the Next Wave of E&P Mega-Mergers Begun? Plus Takeaways on U.S. LNG&An Early Look at 2024 U.S. Producer Activity from 2023-11-15T19:22:33

Join NGI's Patrick Rau for his quarterly review of North America natural gas earnings calls as he discusses whether the recent ExxonMobil/Pioneer and Chevron/Hess deals have ushered in the next ...

Abaxx Exec Talks LNG Futures Contracts, Managing Risk Amid Growing Volatility from 2023-11-09T07:11:17

Abaxx Chief Commercial Officer Joe Raia joins NGI’s Senior LNG Editor Jamison Cocklin to discuss Abaxx’s ongoing efforts to launch a new commodity exchange that will list LNG, nickel and carbon ...

Who Will Be Mexico’s Next President? And What It Could Mean for Natural Gas from 2023-09-20T10:30

In the latest podcast, NGI's Mexico Editor Christopher Lenton interviews Tony Payan, Director, Center for the United States and Mexico at Rice University’s Baker Institute for Public Policy. The...

North American Natural Gas Price Outlook Heading into Winter from 2023-09-15T14:30

In the latest episode of NGI’s Hub & Flow, Senior Markets Editor Kevin Dobbs interviews Steve Blair, senior account executive at Marex North America LLC. Blair addresses possible production ...

The Next Wave: An Update on North American LNG Projects from 2023-08-28T08:58:53

NGI LNG editors Jamison Cocklin and Jacob Dick give an update on dozens of LNG export projects that are advancing across North America. They review what’s under construction and what’s been prop...

U.S. Natural Gas Activity Hasn’t Bottomed Yet, but Will Need to Soon from 2023-08-14T14:55:21

Perhaps no theme during 2Q23 North American natural gas earnings conference calls was discussed more than the need for L48 natural gas production to increase in order to service the next wave of...

Poolside Market Chat: If Record Heat Hasn’t Moved the Natural Gas Price Needle, What Will? from 2023-08-10T05:44:49

Natural gas demand for power generation has soared to new heights this summer as record heat in June and July fueled air-conditioning consumption. LNG demand also is trending higher year/year as...

How Busy Are U.S. E&Ps? Count Rigs -- and Frack Spreads from 2023-07-26T11:02:58

Volatility in the North American oil and gas market is nothing new, as global commodity prices fluctuate in response to constant supply and demand changes. The number of drilling rigs in operati...

High Stakes: U.S. LNG Projects Face Uncertain Future as DOE Toughens Stance on Growing Exports from 2023-07-14T09:23:22

Rapidan Energy Group’s Alex Munton, director of global gas service, joins NGI’s Senior LNG Editor Jamison Cocklin, to discuss how U.S. regulators are stepping up efforts to more closely scrutini...

RNG, Clean Heat Policies Putting Natural Gas at Forefront of Energy Transition from 2023-07-05T17:34

NGI's Leticia Gonzales, Price & Markets Editor, talks to the RNG Coalition's Dana Adams, Manager of Legislative Policy, to discuss natural gas' essential role in the transition to a clean en...

Steve Blair on the State of Natural Gas Markets from 2023-06-27T07:13:40

NGI Senior Markets Editor Kevin Dobbs interviews Steve Blair, a senior account executive at Marex North America LLC. Blair tackles production, supplies, weather demand, LNG and more – essentiall...

What’s With Mexico’s Rising Natural Gas Production? A Health Assessment of Mexico’s Natural Gas Industry with CNH Commissioner Hector Moreira from 2023-06-21T17:52:51

In the latest episode of the Hub & Flow podcast, NGI's senior Latin America editor Chris Lenton chats to Comisión Nacional de Hidrocarburos (CNH) Commissioner Hector Moreira, PhD, about the majo...

NGI’s Takeaways from 2022 FERC Form 552 Data – Market Share Information, How Subsectors Transact for Gas,&More from 2023-06-13T07:12:46

Diving into annual FERC 552 Data, NGI’s Research & Strategy Director Patrick Rau analyzes what this required filing reveals about leading the U.S. natural gas market. Who leads the pack in terms...

U.S. Underground Natural Gas Storage Capacity - Much More is Needed, But Will it Happen? from 2023-05-25T08:18:41

Structural changes have led to a surge in demand for U.S. underground natural gas storage capacity, but capacity additions have been non-existent for the last decade plus. Is more on the way? Pl...

LNG Takeaways from 1Q23 North American Natural Gas Earnings Calls from 2023-05-19T08:03:56

Port Arthur reached FID earlier this year, but a recent decision from the U.S. Department of Energy could compromise many partially contracted projects going forward. Things appear to be pointin...

How Will Natural Gas Continue to Decarbonize Transportation as EVs Enter the Fast Lane? from 2023-04-24T02:35

The transportation sector has the highest reliance on fossil fuels, and with the International Energy Agency estimating that to get the sector up to speed with net zero goals – which it currentl...

’Risk? What Risk?’ Understanding Global LNG Volatility with Ira Joseph from 2023-04-17T03:04

NGI's Jacob Dick, associate editor of LNG, talks with Ira Joseph, global fellow with Columbia University's Center on Global Energy Policy, about the global LNG price risks that still abound desp...

How Skyrocketing Natural Gas Prices Globally Have Pushed LNG Projects Forward in Mexico&Latin America from 2023-04-12T16:25:21

NGI Mexico and Latin America Editor Chris Lenton chats to LNG analyst Sergio Chapa of Poten & Partners about LNG in Mexico in the aftermath of the war in Ukraine. Which projects are getting buil...

How Might Growing U.S. LNG Exports Lead to Structural Changes in the Domestic Natural Gas Market? from 2023-03-28T17:42:12

NGI's Patrick Rau discusses the slow pace of project FID decisions, potential longer-term challenges to future U.S. onshore LNG liquefaction projects, and touches on how the recently announced s...

NGI Editors Breakdown the Highlights of CERAWeek 2023 from 2023-03-24T02:47

NGI Managing Editor Carolyn Davis chats with editors Kevin Dobbs, Morgan Evans and Jacob Dick about the most interesting things they heard during the 2023 CERAWeek by S&P Global in Houston. The ...

Covering a Shifting Market: A Conversation With NGI LNG Columnist Brad Hitch from 2023-03-22T07:21:41

Senior LNG editor Jamison Cocklin and special contributor Brad Hitch discuss Hitch's new column that was launched for NGI's LNG Insight earlier this year. Hitch, an industry veteran and a former...

It’s Called the Wild West for a Reason: A Look at Record Natural Gas Prices in California and the Factors Driving Them from 2023-02-27T21:24:55

NGI's expert markets editor Leticia Gonzales, joined by associate editor Morgan Evans, answers some pressing questions on California's exceptionally high natural gas prices this winter, how they...

North American Natural Gas Price Outlook from 2023-02-06T02:52

NGI senior editors Andrew Baker and Kevin Dobbs discuss the outlook for North American natural gas prices in 2023. They address factors including a mild weather start to the year, robust U.S. pr...

Why Are Global Gas Prices Sliding in Winter, and What Does it Mean? from 2023-01-26T08:23:47

Senior LNG Editor Jamison Cocklin and Associate LNG Editor Jacob Dick discuss the downward trend of European and Asian natural gas during the start of the year. They also talk about the implicat...

Top Trends in Latin America Energy in 2023 from 2023-01-04T19:43:38

What will be the main themes in energy in Latin America in 2023? NGI Latin America editor Christopher Lenton chats to Rice University's Francisco Monaldi about the major natural gas and oil them...

Could Recent Attacks on U.S. Utilities Rattle the Natural Gas Market? from 2022-12-08T17:45:57

In the past two weeks, seven power stations have been hit by attacks. The Department of Homeland Security is considering domestic terrorist attacks intended to disrupt U...

Extreme Weather&Its Impact: Will Utilities’ Big Investment in Infrastructure Resilience Pay Off? from 2022-12-07T02:50

The United States has already taken a $29 billion hit from extreme weather events this year. With unusual weather becoming the new normal, building energy infrastructure that can survive the ons...

Demand for New U.S. Liquefaction Projects is Booming, So Where Are the FIDs? Can Fast LNG Rise to Prominence? from 2022-12-06T09:34:28

The world can't get U.S. LNG fast enough, but several major potential onshore U.S. liquefaction projects are saying not so fast, and are pushing out their potential FID dates. We believe there a...

Haynesville is Becoming More Synonymous with LNG – Will Gillis Become a Liquid Trading Hub? from 2022-12-02T07:25:52

The Haynesville and Marcellus are like the Tale of Two Cities in terms of building natural gas takeaway capacity, and new pipeline projects are being planned to accommodate rapid growth from the...

What Do the UK and EU’s Natural Gas Supply Hunts Say About Post-Brexit Energy Markets? from 2022-11-30T04:38

As winter approaches, countries throughout Europe are struggling to fill the gap in energy supply left by Russian gas. NGI Associate Editor Jacob Dick and Sr. Energy Analyst Shaylon Stolk discus...

Looking at Permian Natural Gas Takeaway from a Different Angle – Can CFE&Arizona Help Improve Waha Basis Differentials? from 2022-11-28T03:29

Waha gas typically trades at a large basis discount to the Henry Hub, and at times, prices in the Permian have been negative. Most of the industry focus is on increasing takeaway capacity to the...

Concerns Abound Over Production Headwinds&Long-Term E&P Drilling Inventory - 3Q22 Earnings from 2022-11-23T18:20:55

The pace of U.S. natural gas production has increased in recent months, but will the momentum continue into 2023, especially considering the potential for a U.S. recession? Longer-term, drilling...

Freeport LNG Update from 2022-11-21T20:23

NGI LNG editors Jamison Cocklin and Jacob Dick walk listeners through the latest on the Freeport LNG outage. They discuss when the terminal on the Upper Texas Coast is likely to restart operatio...

Can Natural Gas Carry the Post-Coal Electricity Market? from 2022-11-08T07:30:34

The US coal fleet has been rapidly retiring in the past decade in favor of natural gas and shows no signs of making a comeback. NGI's Senior Energy Analyst Shaylon Stolk discusses what Europe's ...

Practical Projects: What Mexico Needs to Do Now to Improve Energy Security – An Interview with Rosanety Barrios from 2022-11-03T12:23:33

NGI Latin America editor Christoper Lenton sits down with Mexico energy expert Rosanety Barrios to talk about Mexico's natural gas market in light of global turmoil after Russia's invasion of Uk...

Will the Polar Vortex Disrupt Winter Gas Prices? from 2022-10-22T09:21:40

In recent years, extreme and unusual winter weather has sent the natural gas and electricity markets into chaos, turning the Polar Vortex into an energy market boogeyman. NGI’s Senior Energy Ana...

The TTF, LNG Price Divide: A Conversation With Spark Commodities CEO Tim Mendelssohn from 2022-10-18T17:31:38

Spark Commodities CEO Tim Mendelssohn joins NGI’s Jamison Cocklin, editor of LNG Insight, to discuss the growing gap between the price of LNG landing in Europe and pipeline hubs on the continent...

Market Sentiment Signals – What are the So-Called Experts Thinking? Popular Tools Used by the Natural Gas Industry to Forecast Henry Hub Prices – Tricks of the Trade Part 3 from 2022-10-14T15:22:19

Please join Patrick Rau, NGI’s Director of Strategy and Research, for the final of NGI’s three-part series on how the market analyzes and anticipates Henry Hub natural gas prices. We conclude th...

Technical Analysis of Natural Gas Prices: Popular Tools Used by the Market to Forecast Henry Hub Prices – Tricks of the Trade Part 2 from 2022-10-12T06:08:17

Some call technical analysis "voodoo magic," and the subject has been scorned by many market fundamentalists. Nonetheless, Natural Gas Intelligence believes there is ample evidence to suggest th...

Evaluating Natural Gas Price Forecasts: Introduction to Popular Tools Used by the Market to Predict Henry Hub Prices – Tricks of the Trade Part 1 from 2022-10-08T11:44:54

Trying to understand where the price of natural gas at the Henry Hub is headed? We at Natural Gas Intelligence have covered the North American natural gas market since the early 1980s, and have ...

Liberty Energy CEO Calls Energy Transition a Myth from 2022-10-05T14:39:43

Will natural gas have a place at the energy matrix table for the next century? Episode 82 of NGI’s Hub & Flow podcast features NGI Senior Markets Editor Kevin Dobbs interviewing Liberty Energy C...

Don’t Get REC’d by Decarbonization from 2022-10-03T17:41:50

Pressure from regulators and investors has the natural gas industry scrambling to meet new environmental standards and net-zero emissions goals. Many new technologies and services are claiming t...

An Alternative to Hydraulic Fracturing from 2022-09-28T20:00:02

NGI talks to Primary Vision's Matt Johnson, CEO, to discuss how refracturing wells, or refracs, could be an alternative to hydraulic fracturing in the Eagle Ford and Haynesville shale formation,...

Winter is Coming, but so is Supply? Will it be Enough to Balance the Natural Gas Market? from 2022-09-21T15:01:32

NGI Price and Markets Editor Leticia Gonzales is joined by East Daley Analytics Vice President of Analytics Rob Wilson to discuss the recent spike in natural gas production. Will suppliers be ab...

What California’s Meltdown Tells Us About the U.S. Power Market from 2022-09-14T17:55:07

California is the latest state to experience an energy emergency brought on by extreme weather. This crisis comes just as the Inflation Reduction Act and California's ambitious climate initiativ...

A Quick Primer on the Henry Hub Natural Gas Price Benchmark -- Now Also Available in LNG Insight from 2022-09-09T06:30:12

NGI is pleased to announce we have begun including our daily and monthly Henry Hub spot market indexes in our LNG Insight service. We believe this will help promote greater international natural...

What High Natural Gas Prices Mean for Oil Refiners from 2022-08-26T16:39:06

Although some may not realize it, natural gas supplies are important to oil refineries. Kevin Waguespack, Houston-based CEO with the engineering consulting firm Baker & O'Brien Inc. tells NGI's ...

U.S. NatGas Price Volatility is Through the Roof - Will it Last? from 2022-08-25T05:00:17

The market certainly thinks U.S. natural gas price volatility is here to stay; and given structural changes from tightening supply/demand fundamentals, international developments, and policy cha...

The Mightiest in All the Land: A Look into the Surge in U.S. Southeast Natural Gas Prices This Summer from 2022-08-13T08:21:18

NGI's Leticia Gonzales is joined by RBN Energy managing editor Sheetal Nasta to discuss the record high prices seen this summer in the U.S. Southeast. From robust power burns to tight pipeline c...

TSA Orders Pipeline Cybersecurity Pat-down from 2022-08-09T08:17:24

The US Transportation Security Administration (TSA) recently revised and reissued its cybersecurity requirements for natural gas and oil pipeline owners and operators. Emily Mallen, a Washington...

Is ERCOT Sweating the Hot Summer? New Protocols in Place Post-Uri Passing Tests So Far from 2022-08-02T06:47:41

NGI Price & Markets Editor Leticia Gonzales is joined by Haynes & Boone partner Diana Liebmann to discuss the record hot summer Texas is experiencing and how the electric grid monitor is coping....

LNG Exports and the Rising Cost of U.S. Natural Gas: Manufacturing’s Fight for Supply Security from 2022-07-25T19:01:58

Paul Cicio, CEO of the Industrial Energy Consumers of America (IECA), joins Jamison Cocklin, NGI’s senior editor of LNG, to discuss the role that rising LNG exports have had in pushing U.S. natu...

An Uptick in Upstream Natural Gas and Oil Dealmaking? from 2022-07-21T19:03:38

PwC US recently released its midyear outlook for natural gas and oil dealmaking, and the firm anticipates more activity on that front. NGI Associate Editor Matthew Veazey chats with PwC's Seenu ...

LNG in Mexico Gathers Steam Amid War in Ukraine from 2022-07-19T19:51:35

Global eyes are on Mexico’s Pacific Coast as LNG liquefaction projects progress to export U.S.- sourced natural gas. In this episode of Hub & Flow, NGI’s Mexico & Latin America editor Christophe...

Growth Ahead: North American Natural Gas Marketer Ranking Roundup - Q12022 from 2022-06-28T06:31:51

In this latest installment of Hub & Flow, Senior Markets Editor Kevin Dobbs delves into NGI's quarterly natural gas marketer rankings, looking ahead to assess the natural gas supply/demand pictu...

Is Renewable Energy About to Boom? from 2022-06-22T07:36:27

The war in Ukraine has completely upended the global energy system. Still, companies, governments and investors continue to charge ahead with renewable energy plans -- including renewable natura...

Tracing Lithium’s Journey in the Energy Transition from 2022-06-10T13:40:11

Lithium is one of the key raw materials in the energy transition, and it is a byproduct of oil and gas production – a component of the salty brines that accompany hydrocarbon production. The oil...

LNG is Hot! Can the U.S. Answer the Call to Supply More Global Demand? from 2022-06-06T14:34:24

Global demand for natural gas continues to skyrocket in the wake of Russia’s invasion of Ukraine. Helping to offset supply into Europe and Asia, demand for U.S. LNG exports have also risen, subs...

Has Wall Street Created a Legal U.S. Oil&Gas Cartel? from 2022-05-31T15:13:28

Join NGI’s Director of Strategy & Research Pat Rau as he discusses the elephant in the energy room - the apparent fundamental disconnection between U.S. production and global demand. If you have...

Lost Opportunities: Exploring Canada’s Struggles to Export LNG from 2022-05-25T17:29:02

NGI’s Jamison Cocklin, senior editor of LNG, and Patrick Rau, director of strategy and research, discuss their takeaways from a trip to Vancouver, British Columbia, to cover the Canada Gas & LNG...

What is South America’s Natural Gas Outlook Amid Today’s Tight Global Energy Market? from 2022-05-05T22:01:54

Join NGI’s Mexico & Latin America Editor Christopher Lenton and guest speaker Alvaro Rios, Bolivia’s former minister of hydrocarbons and current managing director of Gas Energy Latin America, as...

Is It 2008 or 2022? Natural Gas is Knocking on $8.00’s Door from 2022-04-19T16:30:29

Though typically a quiet time in the natural gas market, this spring has been anything but. Natural gas prices have surged from $5.00 in mid-March to more than $8.00 in mid-April. NGI Price & Ma...

Fundamental Matters: U.S. Natural Gas Supply, LNG and Permian Takeaway Capacity from 2022-04-06T18:43:45

Join NGI’s Strategy & Research Director, Patrick Rau, as he lays out the current supply/demand fundamentals affecting North American natural gas prices today and what the market might look like ...

U.S. Natural Gas: A Conversation with API’s Dustin Meyer from 2022-03-21T12:07:03

NGI Associate Editor Matthew Veazey talks about global and U.S. natural gas market trends with Dustin Meyer, vice president with the American Petroleum Institute.

The Future of Natural Gas: An Interview with CNX Resources CEO Nick DeIuliis from 2022-03-12T13:22:06

Nick DeIuliis, the CEO of Appalachian producer CNX Resources Corp., joins NGI Senior Editor Jamison Cocklin to discuss the intersection of politics, energy and the future of natural gas in the U...

How the Russia-Ukraine Crisis Impacts the Mexico Natural Gas Market from 2022-03-04T19:57:09

In this latest Hub & Flow podcast, NGI Senior Editor Christopher Lenton sits down with Gadex Consultant Eduardo Prud'homme to look at how Russia's invasion of Ukraine is impacting global natural...

Taking Stock of Winter -- Cold Weather, LNG Demand and Supply Concerns Creating Chaos for U.S. Natural Gas Markets from 2022-02-18T18:34:55

NGI's Leticia Gonzales, Price & Markets Editor, and Patrick Rau, Director of Strategy & Research, provide you with a highlight reel of some of the natural gas market's major drivers this winter....

What the Russia and Ukraine Faceoff Means for Global Natural Gas Markets from 2022-02-09T18:52:47

This episode of the Hub & Flow podcast explores the implications for natural gas markets as rising geopolitical tensions between Russia and Ukraine continue. Anna Mikulska, nonresident fellow in...

Energy Shifts in Latin America – How Changes in Supply/Demand Are Flipping the LNG Script from 2022-01-21T21:22:53

Join NGI’s Mexico & Latin America Editor Christopher Lenton and Senior Research Scholar at the Center on Global Energy Policy at Columbia University Dr. Luisa Palacios as they discuss what is dr...

Successes&Challenges Amid the U.S. Natural Gas Industry’s First Freeze of 2022 from 2022-01-05T19:06:11

No shortage of excitement for the first week of 2022 – the U.S. has already experienced its first big freeze of the new year. Join NGI’s Price & Market’s Editor Leticia Gonzales and VP of Resear...

All I Want for Christmas Is … A Natural Gas Generator! from 2021-12-10T20:46:52

NGI editors Matthew Veazey and Leticia Gonzales discuss the natural gas standby generator backlog and how utilities are dealing with natural gas price increases, all in this holiday-themed insta...

Shale 4.0 – Natural Gas Earnings Takeaways from 3Q21 from 2021-11-30T16:46:41

What will the next phase of unconventional U.S. oil & gas production look like? Join NGI’s Director of Strategy and Research, Patrick Rau, as he analyzes what third quarter 2021 energy earnings ...

A Market on The Brink: What‘s Ahead for LNG this Winter from 2021-11-19T18:04:27

An overview of what's moving LNG markets and what to expect this winter as global gas prices are at historic highs and buyers are competing for cargoes like never before. Jason Feer, global head...

Is the Current Natural Gas Price Spike Here to Stay? - an Interview with Global Energy Expert Nikos Tsafos from 2021-10-26T17:26:12

Join NGI’s Mexico & Latin America Editor Christopher Lenton as he sits down with Nikos Tsafos, the James R. Schlesinger Chair in Energy and Geopolitics with the Energy Security and Climate Chang...

Global Energy Crunch, LNG&the Rise of RSG – 3Q Earnings Preview from 2021-10-13T16:27:13

Amid a global energy supply crunch, natural gas prices have skyrocketed around the world. Join NGI’s Director of Strategy & Research Patrick Rau, as he dives into what to expect from third quart...

The State of Natural Gas Markets from 2021-10-06T17:00:44

Superseding domestic weather, storage and production -- it’s global supply worries that are really penetrating the U.S. gas market and driving this price rally that we’ve seen take place over th...

Survey Says: Mexico Market Players Call for Independent Natural Gas Price Index – with Eduardo Prud’homme from 2021-09-10T17:42:17

Natural Gas Intelligence’s Mexico & Latin America Editor Christopher Lenton sits down with Mexico natural gas expert, Gadex consultant and NGI columnist Eduardo Prud’homme to discuss NGI’s most ...

Energy Transition: Hydrogen in Latin America with the IEA’s Mariano Berkenwald from 2021-08-19T18:45:37

Join NGI’s Mexico & Latin America editor Christopher Lenton as he speaks with the IEA’s clean energy transitions program officer for Latin America Mariano Berkenwald about advances in hydrogen a...

$4.00 Natural Gas -- Will Tight Supply/Demand Balances Keep the Momentum Going? from 2021-08-03T17:20:56

NGI Price & Markets Editor Leticia Gonzales is joined by the U.S. Energy Information Administration's Stephen York for the latest episode of NGI's Hub & Flow. Listen as the two discuss the recen...

Deep Dive: Understanding What’s Moving Mexico’s Natural Gas Market Today from 2021-07-07T16:46:32

In this latest podcast, NGI’s Mexico Gas Price Index Senior Editor Christopher Lenton speaks to renowned Mexico energy expert Gonzalo Monroy about the hottest topics impacting the natural gas in...

Line Up: Understanding What’s Driving NGI’s Most Recent North American Natural Gas Marketers Ranking from 2021-06-28T15:05:21

Tune into NGI’s Hub & Flow podcast as we explore the fundamentals impacting the North American natural gas market. Leading natural gas marketers collectively lost ground with sales volumes in th...

A Changing LNG Market: An Interview With Abaxx Exchange's Joe Raia from 2021-06-10T15:48:51

Joe Raia, Chief Commercial Officer at Abaxx Exchange, joins LNG Insight Editor Jamiso...

Mexico's Upcoming Midterm Elections and the Implications for the Energy Sector from 2021-05-28T17:12:09

In this podcast, NGI's Senior Editor Christopher Lenton talks to Lourdes Melgar of the Baker Institute and MIT about Mexico's crucial upcoming June 6 midterm elections, what might happen on the ...

Summer Snapshot: Exploring the Key Drivers in the Natural Gas Market this Summer from 2021-05-20T16:51:30

Liquefied natural gas exports are driving a substantial increase in projected demand this summer, and flows to Mexico have already reached a new high, with the core of summer heat still to come....

Biden's Climate Pledge and Implications for Natural Gas from 2021-04-29T14:27:46

Host Kevin Dobbs is joined by NGI's Andrew Baker, associate editor, to discuss the latest commitments unveiled by President Biden and other world leaders at the Leaders Summit on Climate, and wh...

A Look into the History of Natural Gas in North America to More Clearly See its Future from 2021-04-14T16:26:51

NGI Senior Editor Christopher Lenton speaks to Mercuria’s Charles Blanchard about his recently published book “The Extraction State,” on the history of the natural gas market in the United State...

Green LNG: The Next Frontier for U.S. Exports from 2021-04-07T16:22:26

Alex Dewar, senior director of the Boston Consulting Group’s Center for Energy Impact joins NGI’s LNG Insight Editor Jamison Cocklin to discuss the rapid pace of efforts to decarbonize the globa...

4Q2020 Natural Gas Marketers Survey and What Lies Ahead from 2021-03-29T19:13:45

Overall, the leading natural gas marketers in North America collectively posted lower 4Q2020 sales volumes when compared with the year-earlier quarter, extending a streak of declining or flat ye...

Brighter Days Ahead: Natural Gas Poised for Growth after Historic Winter Freeze Grips Market from 2021-03-08T19:01:32

After a deep winter freeze that crippled Texas' energy infrastructure, there are brighter days ahead for the natural gas market as export demand looks to remain strong and a rapid depletion in U...

Assessing the Impact of Changes in Mexico's Power Sector on the Natural Gas Market from 2021-02-04T17:46:06

In the latest Hub & Flow podcast NGI Senior Editor Christopher Lenton speaks to long time Mexico energy expert David Rosales. They discuss the recently released Prodesen plan by Mexico's energy ...

After the Storm: How the Asian LNG Rally Could Impact Global Gas Markets in 2021 from 2021-01-27T17:52:21

A look at the historic rally in Asia's LNG prices this winter and how it might impact the global natural gas market going forward.

Return to (Almost) Normal: A Look at What's Ahead for Oil, Gas Midstream Companies in 2021 from 2021-01-19T19:19:11

After a tumultuous year plagued by steep losses and low throughput, oil and gas midstream companies are poised for a comeback in 2021. NGI Senior Editor/Markets Leticia Gonzales provides a snaps...

NGI Ranks Q320 Top North American Natural Gas Marketers from 2020-12-23T03:56

Kevin Dobbs, associate markets editor with Natural Gas Intelligence, and Patrick Rau, NGI’s director of strategy and research, discuss the results of NGI’s third quarter Top North American Natur...

Panic Buying: NGI Explores the Toilet Paper Debacle in 2020 and the Similar Trend in Natural Gas Demand from 2020-12-19T10:57:19

NGI's Leticia Gonzales chats with technology whiz and market analyst Nate Harrison, who sheds some light on the perceived toilet paper shortage of 2020 and the similarities observed in the natur...

LNG Winter Outlook from 2020-12-03T17:14:55

Join NGI’s LNG Insight Senior Editor Jamison Cocklin as he gives an overview of the factors influencing the LNG market as colder weather sets in across the Northern Hemisphere and a look at what...

U.S. LNG Exports Likely to Be Seasonal – Key LNG Takeaways from 3Q20 Earnings Calls from 2020-11-23T04:09

Want to know what management and analysts focused on with regard to LNG this earnings season? Join NGI’s Director of Strategy & Research Patrick Rau, as he reviews key LNG takeaways from North A...

M&A Mania and the Rise of Non-Appalachia Production - 3Q20 North American Natural Gas Earnings Takeaways from 2020-11-23T04:02

Join NGI’s Director of Strategy & Research Patrick Rau as he overviews the short-term North American natural gas market outlook, reading the tea leaves from key topics that floated to the top of...

U.S. Energy Industry Braced for Major Change with President-Elect Biden from 2020-11-12T16:31:41

President-elect Joseph R. Biden Jr. will take office in January, promising ...

The U.S. Election and What it Means for Mexico Energy and Natural Gas from 2020-10-24T11:04:51

The outcome of the U.S. presidential election will have wide-sweeping impacts across the United States, and globally; and as its largest trade partner, Mexico is bracing for different bureaucrat...

3Q20 U.S. Natural Gas Earnings Preview - Are Major Industry Changes Forthcoming? from 2020-10-13T19:16:08

As we lead up to third quarter earnings, NGI’s Patrick Rau discusses which topics are likely to be most on the minds of management teams and investors, including the recent run up in natural gas...

Winter 2020-21 Outlook: Supply, Demand and the 800-lb. Gorilla in the Room from 2020-10-08T17:24:14

NGI Senior Editor Leticia Gonzales explores the inner workings of the U.S. gas market and what could lie ahead for the coming winter season.

Top U.S. Natural Gas Marketers Under Pressure in 2Q2020 from 2020-09-23T18:10:46

NGI's Associate Editor Kevin Dobbs sits down with Head of Strategy and Pricing Patrick Rau to discuss the results of the latest NGI Top North American Natural Gas Marketers survey, which found f...

LNG 101: A Look at the Commercial Structures of U.S. Export Terminals and Why it Matters from 2020-09-21T10:00:30

A basic introduction to how U.S. LNG is bought and sold under the commercial structures in use at the country's six operational facilities and a brief overview of the other commercial models bei...

Mexico’s Divided Energy Vision – an Interview with Pablo Zarate from 2020-09-02T19:12:36

NGI’s Mexico Gas Price Index editor Christopher Lenton talks to FTI energy consultant and El Economista columnist Pablo Zarate about bright spots in the Mexican natural gas market, including LNG...

Mexico Gas Price Index 2Q20 Earnings Takeaways - Are More LNG Export Terminals Coming to Mexico? from 2020-08-24T17:48:42

Join NGI’s Director of Strategy & Research, Patrick Rau CFA, as he shines a light on what the second quarter earnings reports are telling us about the natural gas market in Mexico, and whether w...

LNG Insight 2Q20 Earnings Takeaways - U.S. Cargoes Are Picking Up, Small Scale is Emerging from 2020-08-24T17:47:11

Join Natural Gas Intelligence’s Director of Strategy & Research, Patrick Rau CFA, as he reads the tea leaves in the second quarter earnings calls regarding the U.S. LNG market and how it is deve...

Shale Daily Takeaways from 2Q20 Earnings Calls - The Move to Automation&Digital from 2020-08-24T17:44:49

Join NGI’s Director of Strategy & Research, Patrick Rau CFA as he delves into second quarter earnings calls and what they say about the shale and unconventional natural gas markets in North Amer...

2Q20 North American Energy Earnings Takeaways from 2020-08-24T17:42:50

Join Natural Gas Intelligence’s Director of Strategy & Research Patrick Rau CFA as he gives an overview of the key takeaways for the North American energy market from second quarter 2020 earning...

Out of the Woods? NGI Explores the Natural Gas Storage Trajectory Ahead of the Peak Winter Season from 2020-08-12T09:18:28

A mild winter, supply disruptions, Covid-19 and other factors have made for an unusual natural gas storage injection season. NGI chats with Brian Lovern of Bespoke Weather Services to explore wh...

Could U.S. Pipeline Defeats Spell Trouble for Future LNG Export Projects? from 2020-07-29T16:10:05

A brief overview of how recent natural gas pipeline setbacks in the United States could ultimately impact project timelines and the competitiveness of new LNG export facilities in the future.

Energy Watch: Second Quarter 2020 Earnings Preview from 2020-07-16T14:35:40

As Covid-19 continues to put pressure on rig counts, natural gas production, demand and prices, NGI's Director of Strategy & Research Patrick Rau gives key health indicators to watch for as Nort...

Mexico’s Upstream Environment and Natural Gas Outlook from 2020-07-12T18:04:18

A chat with Juan Carlos Zepeda, the former commissioner president of CNH who helped transform the Mexican energy industry and usher in billions of dollars of investment.

Amid Covid-19, Energy Companies Unwavering in Commitment to Tackling Climate Change from 2020-06-30T16:05:17

As the world continues to respond to the Covid-19 pandemic, energy companies, cities and states remain steadfast in their ambitions to fight climate change. In today's podcast, NGI explores the ...

A Market Turned Upside Down: The Possibility for U.S. LNG Imports This Summer from 2020-06-15T03:17

As global natural gas prices converge and remain near historic lows, could the United States see a significant amount of LNG imports this summer? Hear the latest factors driving the possibility ...

Mexico Energy Regulation and Economic Impacts of the Coronavirus – An Interview with Duncan Wood from 2020-06-01T03:13

Natural Gas Intelligence’s Mexico Gas Price Index Editor Christopher Lenton interviews Mexico energy expert Duncan Wood about the current natural gas market in Mexico, governmental policy and ov...

Post-COVID US Natural Gas Impact: 1Q2020 Earnings Takeaways from 2020-05-20T17:34:44

Please join us as Patrick Rau, NGI's Director of Strategy & Research, discusses our key takeaways for the North American Natural Gas industry from the recently completed 1Q20 earnings season. In...

Permian Gas a Surprising Bright Spot Amid the Industry Chaos from 2020-05-18T01:59

NGI explores the vast improvement seen in Permian natural gas pricing amid the oil market downturn and Covid-19 pandemic.

Making Sense of U.S. LNG Shut-ins from 2020-05-04T00:30

A brief overview explaining some of the factors involved in U.S. LNG cargo cancellations and potential production shut-ins as the global natural gas trade grapples with historically low prices a...

Mexico natural gas during Coronavirus from 2020-04-20T00:11

NGI speaks to one of the foremost experts on natural gas in Mexico on infrastructure, politics and Covid-19. 

First Quarter Earnings: Energy Navigates Through Uncharted Territory from 2020-04-13T03:30

An oil price war has unleashed global supply and sent prices into a tailspin. At the same time, the Covid-19 pandemic has slashed energy demand. The one-two punch has upended the oil and natural...

Chaos in the Global Gas Trade: How Covid-19 is Weighing on LNG from 2020-03-30T03:31

A brief overview of the early impacts the coronavirus is having on the LNG market, from force majeures to shipping diversions, and what it means going forward.  

What You Need to Know about the Mexico Natural Gas Market Today from 2020-03-14T06:57:13

Join NGI's Mexico & Latin America Editor Chris Lenton as he gives a quick overview of the key fundamental drivers in Mexico's natural gas market today.