Shows / NGI’s Hub & Flow
NGI’s Hub & Flow
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.
Episodes
- NGI’s Hub & Flow
The Race to Compute: Is Natural Gas the Answer to the AI Power Crunch?
The rapid expansion of artificial intelligence (AI) and data centers is sparking an unprecedented race for power across North America. As tech giants and…
- NGI’s Hub & Flow
Permian, Pipelines, Power: Esentia CEO on Why US-Mexico Energy Ties Are Too Big to Fail
The cross-border natural gas trade between the United States and Mexico is firing on all cylinders, driven by surging power generation, industrial expansion…
- NGI’s Hub & Flow
LNG, Oilsands, AI: Canada’s Top Natural Gas Producer Assesses What Comes Next
The Western Canadian natural gas market is undergoing a major structural shift as new export capacity and domestic demand growth begin to reshape the basin’s…
- NGI’s Hub & Flow
25,000 Miles of New Natural Gas Pipelines by 2050? What It Will Take to Meet Growing US Demand
As surging demand from artificial intelligence (AI) data centers, power generation, reshoring manufacturers and global LNG exports pushes North America’s…
- NGI’s Hub & Flow
Appalachian Natural Gas at a Crossroads: Data Centers, Pipelines and Power
The Appalachian Basin is entering a pivotal new phase driven by power generation demands — including from data centers for artificial intelligence. The call on…
- NGI’s Hub & Flow
The New Golden Age of LNG? How Asia’s Natural Gas Shock is Redefining Global Natural Gas Markets
The global natural gas landscape is undergoing a profound structural shift as geopolitical volatility in the Middle East and the closure of the Strait of…
- NGI’s Hub & Flow
Strait Talk: How Geopolitics & Feedgas Demand Are Reshaping North American LNG
The global natural gas landscape finds itself at a critical crossroads: geopolitical instability in the Middle East continues to squeeze international trade…
- NGI’s Hub & Flow
Heat Wave Bear Market? Inside the US Natural Gas Summer Paradox
For much of mid-2026, sweltering summer heat waves and soaring electricity demand across the United States failed to ignite a sustained rally in natural gas…
- NGI’s Hub & Flow
Operational Chaos or House Money? Inside the Permian’s High-Stakes Waha Turnaround
For most of 2026, the story at the Waha hub in West Texas was a grim one of negative pricing, with Permian producers paying offtakers to clear out their…
- NGI’s Hub & Flow
Crawl, Walk, Run: Inside the Race to Turn Latin America Into a Global LNG Force
As critical chokepoints have frozen traditional trade routes, the global energy sector is abandoning old assumptions for a new mantra: supply diversity. This…
- NGI’s Hub & Flow
Are California’s Low Natural Gas Prices Here to Stay?
The California energy market has historically been defined by extreme contradictions: a regulatory push toward a renewable energy stack on one side, and total…
- NGI’s Hub & Flow
The Hormuz Paradox: Will Higher Crude Oil Output Crush US Natural Gas Prices?
The global energy market has entered a period of stark contrasts: a sudden structural deficit in global crude oil on one side, and a looming wall of associated…
- NGI’s Hub & Flow
When Will Canada’s AECO NatGas Prices Find Support?
Western Canada is currently a land of stark contrasts: record natural gas production on one side, and a mountain of natural gas with nowhere to go on the…
- NGI’s Hub & Flow
The Second Shock: US LNG and the Global Natural Gas Stalemate
The global energy market continues to grapple with its second major shock of the decade as the Iran war, which began in late February, stretches into an…
- NGI’s Hub & Flow
The Venezuela Opening: Unlocking a Stranded Natural Gas Giant
The political and energy landscape in Venezuela was upended in early January, sparking a sudden and rapid opening of the country’s massive oil and natural gas…
- NGI’s Hub & Flow
How Does the Iran War Impact the Global Natural Gas and LNG Landscape?
The global energy picture shifted overnight in late February. As the Strait of Hormuz remains effectively paralyzed, the natural gas market faces a shock…
- NGI’s Hub & Flow
From $30 Spikes to Plummeting Prices: The New Reality of U.S. Natural Gas
Following a winter defined by both record-shattering cold and unseasonal warmth, NGI's Leticia Gonzales, managing director of North American natural gas…
- NGI’s Hub & Flow
A Decade of U.S. LNG: Challenges and Opportunities Ahead With Charif Souki
Ten years after the first LNG cargo left Sabine Pass, Charif Souki reflects on the unlikely path that helped launch the U.S.into a top global natural gas…
- NGI’s Hub & Flow
Will Spot LNG Buying Ever Rebound? Exploring Asia’s Role in a Rapidly Evolving Market
NGI’s Jamison Cocklin, managing editor of LNG, talks with Davenport Energy’s Toby Copson, managing partner and portfolio manager, about where things stand in…
- NGI’s Hub & Flow
Mexico’s Natural Gas System Survived the Polar Vortex, but What's Next?
NGI’s managing editor for Mexico, Christopher Lenton, is joined by senior editor Andrew Baker to break down the fallout from the latest polar vortex and how…
- NGI’s Hub & Flow
Insider Secrets and Infrastructure Squeezes: Jay Bhatty on Striking it Rich in NatGas
The natural gas market is evolving faster than the pipes can keep up, creating a high-stakes environment where infrastructure is king. Jay Bhatty, founder of…
- NGI’s Hub & Flow
Will the Henry Hub Premium Hold? A 2026 Natural Gas Outlook
In this strategic outlook for the year ahead, NGI's Christopher Lenton, managing editor of Mexico, and Patrick Rau, senior vice president of research and…
- NGI’s Hub & Flow
Energy Industry to Thrive in ‘26 on Technology and Innovation, Says Deloitte Expert
As the new year dawns, the U.S. energy industry is facing a complex future, filled with opportunities for extending LNG exports, advancing power solutions and…
- NGI’s Hub & Flow
Coldest December in Over a Decade? Kyle Cooper on What it Means for Natural Gas
The heating season is off to a roaring start, with forecasters calling for one of the chilliest Decembers in recent memory. IAF Advisors owner Kyle Cooper…
- NGI’s Hub & Flow
Industry Veteran Charif Souki Breaks Down the New Global Energy Order With U.S. LNG Dominance at the Forefront
NGI’s Jacob Dick, senior editor of LNG, sits down with Charif Souki, co-founder of Cheniere Energy Inc. and a pioneer of the U.S. LNG industry, to discuss how…
- NGI’s Hub & Flow
‘Elevated Risk’ This Winter? A Look at the Gas Equation for Demand, Storage and Prices With Andy Huenefeld
Winter is coming, and so are the big questions for natural gas. From near-record storage levels and shifting weather models to surging LNG exports and price…
- NGI’s Hub & Flow
Is the U.S. LNG Market Getting Too Crowded? – A Deep Dive With Poten’s Jason Feer
Poten & Partners’ Jason Feer, global head of business intelligence, joins NGI’s Jamison Cocklin, managing editor of LNG, to discuss how the rapid North…
- NGI’s Hub & Flow
How Trump 2.0, Tariffs, and the LNG Boom Could Reshape Global Gas With Rapidan’s Alex Munton
NGI’s managing editor of Mexico, Christopher Lenton speaks with Alex Munton, global gas and LNG research lead at Rapidan Energy Group, about how the Trump…
- NGI’s Hub & Flow
Is Latin America the Next Frontier for Global Natural Gas Investment?
In the latest episode, NGI’s Christopher Lenton, managing editor for Mexico and Latin America, sits down with Rystad Energy partner Schreiner Parker to unpack…
- NGI’s Hub & Flow
Caliche CEO Weighs in on NatGas Storage Projects Racing to Keep Pace with Demand
NGI’s Leticia Gonzales, managing director of North American natural gas pricing, is joined by Dave Marchese, CEO of Caliche Development Partners, to discuss…
- NGI’s Hub & Flow
Stout Winter NatGas Supply and Demand? Check. Higher Prices? Not So Much, says NGSA Chief
Natural Gas Supply Association President and CEO Dena Wiggins joined NGI”s Carolyn Davis, managing editor of news, to discuss the outlook this winter season…
- NGI’s Hub & Flow
From Data Centers to LNG – The Coming Surge in Natural Gas Demand
NGI’s managing editor of markets Kevin Dobbs joins colleague Leticia Gonzales, managing director of North American natural gas pricing, to size up the state of…
- NGI’s Hub & Flow
How Does Mexico Prepare for Natural Gas Molecule Competition with LNG and AI-Driven Needs? A Discussion with Gonzalo Monroy
In the latest episode of NGI’s Hub & Flow podcast, NGI’s Christopher Lenton, managing editor of Mexico, sits down with Mexico City-based energy analyst Gonzalo…
- NGI’s Hub & Flow
Western Natural Gas Market Outlook – Insights from NGI Editors
NGI’s Andrew Baker and Kevin Dobbs sit down for deep dive into the state of North American natural gas markets, with a particular emphasis on the western…
- NGI’s Hub & Flow
You’re Gonna Need a Bigger Boat – What’s Ahead for U.S. LNG amid Rapid Expansion?
NGI’s Jamison Cocklin, managing editor of LNG, is joined by LNG Allies CEO Fred Hutchison for a wide-ranging conversation to discuss the historic buildout of…
- NGI’s Hub & Flow
Pemex, U.S. Energy Shifts – What’s Next for Mexico's Natural Gas Future with Francisco Monaldi
In the latest episode of NGI’s Hub & Flow podcast, NGI’s Christopher Lenton, managing editor of Mexico, sits down with Rice University’s Francisco Monaldi…
- NGI’s Hub & Flow
LNG Canada Is Exporting – So Why Are Canada’s Natural Gas Prices Weakening?
NGI’s LNG editors Jamison Cocklin and Jacob Dick examine the market implications of Canada’s entry into large-scale LNG exports, following Shell plc’s LNG…
- NGI’s Hub & Flow
Stranded No More – Permian Basin Data Centers Tapping Associated Natural Gas for On-Site Power With Bracewell
NGI markets editor Chris Newman sits down with Bracewell partners Bryan Clark and Jared Berg to discuss how companies can tap associated gas supply in the…
- NGI’s Hub & Flow
Where Are Midwest, East Natural Gas Prices Headed? Veteran Analyst Andy Huenefeld Has Answers
NGI’s managing editor of markets, Kevin Dobbs, interviews Pinebrook Energy Advisors’ Andy Huenefeld, managing partner. They delve into supplies in storage…
- NGI’s Hub & Flow
Is New England’s Natural Gas Pipeline Drought About to End?
NGI markets editors Chris Newman and Jodi Shafto discuss whether long-dormant pipeline projects in the region could finally break ground under the new…
- NGI’s Hub & Flow
Could Natural Gas Prices Reach Nearly $5 in 2026? It’s a Good Bet on Rising LNG Exports, Domestic Consumption
NGI’s Patrick Rau, senior vice president of research and analysis, checks all the boxes in sharing his expertise about the outlook for U.S. natural gas in a…
- NGI’s Hub & Flow
What’s Driving Mexico’s Record Natural Gas Imports?
Mexico’s imports of U.S. natural gas continue to break records despite macroeconomic and regulatory uncertainty. NGI senior editor Andrew Baker and Christopher…
- NGI’s Hub & Flow
Balancing the Grid – Northeast Natural Gas Supply, Demand in Focus as Summer Nears
In this episode of NGI’s Hub & Flow, NGI Markets Editor Kevin Dobbs talks with Paragon Global Markets LLC’s Steve Blair, managing director of institutional…
- NGI’s Hub & Flow
State of the Market: How Will the Trade War Impact U.S. LNG Demand
Ben Cahill, director for energy markets and policy at the University of Texas at Austin, joins NGI's Jamison Cocklin, managing editor of LNG, to discuss how…
- NGI’s Hub & Flow
Move Over Summer – Data Centers, LNG Exports Reshaping U.S. Natural Gas Markets
A new player has entered North American natural gas markets with data centers to power artificial intelligence on the rise in the United States. Natural gas…
- NGI’s Hub & Flow
Will Rising NatGas Prices Drive Production to Meet LNG Demand – or Will the Supply Squeeze Tighten? With East Daley's Jack Weixel
With the ramp up of two LNG projects on the Gulf Coast this year and more demand on the way in 2026, all eyes are on the swift rise in prices. But will…
- NGI’s Hub & Flow
Is North American LNG on the Cusp of a New Boom? — an Interview With Sergio Chapa
NGI’s Christopher Lenton managing editor of Mexico, speaks to Sergio Chapa, senior energy analyst at Poten & Partners, on the latest trends in North American…
- NGI’s Hub & Flow
The State of Natural Gas Supply/Demand and Price Implications
NGI’sKevin Dobbs, senior markets editor, and Patrick Rau, senior vice president of research and analysis, dig into the state of natural gas fundamentals and…
- NGI’s Hub & Flow
Mind the Gap: Widening Natural Gas Storage Deficits Create Urgent Summer Challenge
After back-to-back warm winters, this year’s brutally cold showing has rapidly depleted Lower 48 natural gas inventories, flipping them from surplus to deficit…
- NGI’s Hub & Flow
How Will the Trump Administration Impact the Global Natural Gas Market? A Deep Dive With Ed Crooks
NGI’s Christopher Lenton, managing editor for Mexico speaks to Wood Mackenzie vice chair for the Americas Ed Crooks on the swirl of executive orders signed by…
- NGI’s Hub & Flow
Cracking the Case: How Experts Are Measuring Litigation Risk for LNG Projects
After a year of regulatory slowdowns for LNG projects, the Trump administration has come in with agency shakeups, policy changes and executive orders. What…
- NGI’s Hub & Flow
Will Natural Gas Supply Rise for Trump’s ‘Energy Emergency?’ Jury Still in Session
Despite talk of an energy emergency and regulations that have impeded resource development, U.S. producers have been pumping out more natural gas than ever…
- NGI’s Hub & Flow
Flooding the Zone: Can Trump's Executive Orders Jumpstart Stalled U.S. LNG Projects?
Get up to date on the implications of President Trump’s wave of executive orders (EO), including one to restart approvals of LNG export projects, with NGI’s…
- NGI’s Hub & Flow
How Are Natural Gas Markets Faring in the Kick-Off to 2025? Storage Shrinking, Demand Surging & Prices Elevated
As chilly winter weather took hold of the Lower 48 to start 2025, natural gas cash prices held in a volatile pattern, but they were still elevated compared…
- NGI’s Hub & Flow
What’s the Winter Outlook for Natural Gas Prices?
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…
- NGI’s Hub & Flow
An Investor's Perspective on How Natural Gas Will Fare Against Competing Energy Options Over the Coming Decade
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…
- NGI’s Hub & Flow
$66 Billion-Plus Question: How Will U.S.-Mexico Natural Gas Trading Evolve When the Sheinbaum Administration Meets (Another) Trump Presidency?
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…
- NGI’s Hub & Flow
Pipelines on Water: Why Have LNG Freight Rates Plunged, and When Will They Come Up for Air?
Spark Commodities CEO Tim Mendelssohn joins NGI's managing editor of LNG, Jamison Cocklin, to discuss how bearish market fundamentals have been driving down…
- NGI’s Hub & Flow
Unpacking the Election: What's at Stake for U.S. LNG
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…
- NGI’s Hub & Flow
The Gulf Coast Is Leading the Race to Trap and Store Emissions from Natural Gas and Oil as Supermajors Bankroll Mega Projects
An "impressive" 500 million tons/year of capacity for carbon capture utilization and sequestration (CCUS) projects in the United States are on the drawing…