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
Natural Gas Advisor Andy Huenefeld’s Outlook for Winter Prices, Supply and Demand
NGI senior markets editor Jodi Shafto interviews Andy Huenefeld, managing partner at Pinebrook Energy Advisors and contributor to The Energy Buyers Guide…
- NGI’s Hub & Flow
What is Claudia Sheinbaum's Natural Gas and Energy Plan? A Look Ahead to the Next Six Years in Mexico
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…
- NGI’s Hub & Flow
Could Lower 48 E&Ps Break Out of Maintenance Mode in 2025? Plus the Latest Update on Natural Gas Demand for Data Centers
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…
- NGI’s Hub & Flow
What Lies Ahead: Why Project Delays, Regulatory Hurdles May Not Hamper U.S. LNG Development With Baker Botts’ Jason Benn
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…
- NGI’s Hub & Flow
What’s Next for the LNG Market? A Look Ahead After an Unprecedented Stretch of Events
Susan Sakmar, a visiting law professor at the University of Houston Law Center and board member at Flex LNG Ltd., joins NGI’s LNG Managing Editor Jamison…
- NGI’s Hub & Flow
How Long Will U.S. Natural Gas Prices Stay This Low?
Halfway through the summer, U.S. natural gas prices have struggled to gain momentum. NGI's team of markets reporters discuss the supply and demand factors at…
- NGI’s Hub & Flow
In The Eye of The Storm: North American LNG Stunted, but Raring to Go
Poten & Partners LNG industry analyst Sergio Chapa sits down with NGI’s Christopher Lenton, senior editor for Mexico & Latin America, to survey the current…
- NGI’s Hub & Flow
U.S. Natural Gas Demand Is Growing, but Will Pipeline Infrastructure Match the Pace?
CEO Amy Andryszak of the Interstate Natural Gas Association of America sits down with NGI's Carolyn Davis, managing editor of News, to share the opportunities…
- NGI’s Hub & Flow
Is More Lower 48 Supply On the Horizon for U.S. Natural Gas Markets?
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…
- NGI’s Hub & Flow
What Do Mexico's Elections Mean for Its Natural Gas Market?
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…
- NGI’s Hub & Flow
AI-Intensive Data Centers -- How Much Will Natural Gas Contribute as Energy Consumption Grows?
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…
- NGI’s Hub & Flow
Inside the Political Firestorm: Assessing the Impacts of Biden's LNG Pause
Neil Chatterjee, a former FERC chairman and commissioner, joins NGI’s Jamison Cocklin, managing editor of LNG, to discuss the political and regulatory aspects…
- NGI’s Hub & Flow
CERAWeek and Washington: What Energy Policies Were Front and Center at Houston's Annual Industry Bonanza? -- with Chris Treanor
Energy and environmental policy expert Chris Treanor, executive director of the Partnership to Address Global Emissions (PAGE), joins NGI Senior Editor of LNG…
- NGI’s Hub & Flow
Natural Gas Futures Broker Steve Blair’s Summer Price Outlook
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…
- NGI’s Hub & Flow
What Would Mexico's Energy Sector Look Like Under a Xóchitl Gálvez Presidency?
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…
- NGI’s Hub & Flow
Reading the Wall Street Tea Leaves: What Earnings Calls & Consensus Estimates Say About U.S. Natural Gas
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…
- NGI’s Hub & Flow
LNG in Focus: Will the Red Sea Attacks Affect Global Natural Gas Markets?
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…
- NGI’s Hub & Flow
What Does A Pause of LNG Export Authorizations Mean for U.S. Development and Supply? w/ Rapidan Energy Group's Alex Munton
After the Jan. 26 announcement from the Biden administration that Department of Energy authorizations for new LNG export projects will be paused for an…
- NGI’s Hub & Flow
Mexico's Natural Gas Imports Hot Topic in Monterrey Amid Nearshoring and U.S. Pause of Export Licenses
At a recent energy conference in the booming border town of Monterrey, NGI Mexico Senior Editor Chris Lenton was among panelists exploring the changing…
- NGI’s Hub & Flow
Mid-Winter Check-In: What is the State of the Natural Gas Market Following January Cold?
After one of the warmest Decembers on record, Old Man Winter arrived in grand fashion in January, sending temperatures plunging and natural gas prices…
- NGI’s Hub & Flow
Natural Gas Price Outlook with Industry Veteran Tom Saal
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…
- NGI’s Hub & Flow
Mexico’s 2024 Natural Gas Outlook Appears (Cautiously) Optimistic
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…
- NGI’s Hub & Flow
Connections Matter: North American Natural Gas Midstream Companies Eager to Link U.S. Supply with Customers at Home, Abroad
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…
- NGI’s Hub & Flow
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
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…
- NGI’s Hub & Flow
Abaxx Exec Talks LNG Futures Contracts, Managing Risk Amid Growing Volatility
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…
- NGI’s Hub & Flow
Who Will Be Mexico’s Next President? And What It Could Mean for Natural Gas
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…
- NGI’s Hub & Flow
North American Natural Gas Price Outlook Heading into Winter
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…
- NGI’s Hub & Flow
The Next Wave: An Update on North American LNG Projects
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…
- NGI’s Hub & Flow
U.S. Natural Gas Activity Hasn’t Bottomed Yet, but Will Need to Soon
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…
- NGI’s Hub & Flow
Poolside Market Chat: If Record Heat Hasn’t Moved the Natural Gas Price Needle, What Will?
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…
- NGI’s Hub & Flow
How Busy Are U.S. E&Ps? Count Rigs -- and Frack Spreads
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…
- NGI’s Hub & Flow
High Stakes: U.S. LNG Projects Face Uncertain Future as DOE Toughens Stance on Growing Exports
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…
- NGI’s Hub & Flow
RNG, Clean Heat Policies Putting Natural Gas at Forefront of Energy Transition
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…
- NGI’s Hub & Flow
Steve Blair on the State of Natural Gas Markets
NGI Senior Markets Editor Kevin Dobbs interviews Steve Blair, a senior account executive at Marex North America LLC. Blair tackles production, supplies…
- NGI’s Hub & Flow
What’s With Mexico’s Rising Natural Gas Production? A Health Assessment of Mexico’s Natural Gas Industry with CNH Commissioner Hector Moreira
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…
- NGI’s Hub & Flow
NGI’s Takeaways from 2022 FERC Form 552 Data – Market Share Information, How Subsectors Transact for Gas, & More
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…
- NGI’s Hub & Flow
U.S. Underground Natural Gas Storage Capacity - Much More is Needed, But Will it Happen?
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…
- NGI’s Hub & Flow
LNG Takeaways from 1Q23 North American Natural Gas Earnings Calls
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…
- NGI’s Hub & Flow
How Will Natural Gas Continue to Decarbonize Transportation as EVs Enter the Fast Lane?
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…
- NGI’s Hub & Flow
’Risk? What Risk?’ Understanding Global LNG Volatility with Ira Joseph
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…
- NGI’s Hub & Flow
How Skyrocketing Natural Gas Prices Globally Have Pushed LNG Projects Forward in Mexico & Latin America
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…
- NGI’s Hub & Flow
How Might Growing U.S. LNG Exports Lead to Structural Changes in the Domestic Natural Gas Market?
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…
- NGI’s Hub & Flow
NGI Editors Breakdown the Highlights of CERAWeek 2023
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…
- NGI’s Hub & Flow
Covering a Shifting Market: A Conversation With NGI LNG Columnist Brad Hitch
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…
- NGI’s Hub & Flow
It’s Called the Wild West for a Reason: A Look at Record Natural Gas Prices in California and the Factors Driving Them
NGI's expert markets editor Leticia Gonzales, joined by associate editor Morgan Evans, answers some pressing questions on California's exceptionally high…
- NGI’s Hub & Flow
North American Natural Gas Price Outlook
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…
- NGI’s Hub & Flow
Why Are Global Gas Prices Sliding in Winter, and What Does it Mean?
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…
- NGI’s Hub & Flow
Top Trends in Latin America Energy in 2023
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…