NGI's Hub & Flow

NGI: Natural Gas Intelligence
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NGI's Hub & Flow Podcast

NGI’s Hub & Flow is a podcast for busy natural gas professionals interested in a quick take on the North American energy market. Join NGI’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.

  1. 9 SEPT

    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 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, however, publicly traded Lower 48 exploration and production (E&P) firms may push annual gas production above 5% year/year growth in 2025. Rau highlights other key developments at the end of 2024, particularly for Permian Basin E&Ps.  Meanwhile, as discussions on artificial intelligence-driven data centers turned the tide on estimates for peak natural gas-fired generation earlier this year, Rau covers the latest prognostications for the emerging demand source.

    15 min

  2. 26 AUG

    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 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 development of U.S. liquefied natural gas export capacity with NGI's Senior LNG Editor Jacob Dick.    Despite rising complications, there is still strong demand for LNG, according to Bennett. One way or another, buyers will seek to fill LNG demand – and the U.S. natural gas market remains a strong supplier.

    31 min

  3. 19 AUG

    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 Cocklin to discuss the state of the global natural gas market as summer nears an end.    The two review geopolitical tensions and supply security issues that are likely to factor heavily into the liquefied natural gas market this winter heating season. The conversation covers the recent court decision impacting Rio Grande and Texas LNG projects that could have far-reaching impacts for other export terminals under development. Sakmar and Cocklin also discuss some of the key events that have shaped the market in recent years, and how they are likely to influence its future.

    26 min

  4. 2 AUG

    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 play in the market, and where natural gas prices may be heading into the winter and beyond.

    24 min

  5. 15 JUL

    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 North American liquefied natural gas industry scene. They talk through the impacts of former Hurricane Beryl on Gulf Coast infrastructure. Chapa and Lenton also discuss the state of the Biden administration’s pause on U.S.-based LNG export projects and the implications for international competitors. Has the pause given impetus to other projects? How are Mexico LNG projects advancing in the wake of the regulatory back-and-forth?

    24 min

  6. 14 JUN

    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 and the concerns ahead for natural gas operators. Natural gas consumption is tracking higher, with industrial, commercial and residential use growing. Data centers are on the radar, as are expanded LNG exports. The question is, can natural gas pipeline capacity keep pace in light of the regulatory hurdles operators have to jump?

    33 min

  7. 3 JUN

    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 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 opportunities and updates on Canada and Mexico.

    15 min

  8. 29 MAY

    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 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 Hub & Flow, NGI’s senior editor for Mexico and Latin America, Christopher Lenton, chats with natural gas expert Eduardo Prud'homme on both candidates' main policy positions. They also get into the energy deficits in Mexico, U.S.-Mexico natural gas trade, and what the country’s gas market could look like under the potential future administrations, along with a lot more.

    29 min
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About

NGI’s Hub & Flow is a podcast for busy natural gas professionals interested in a quick take on the North American energy market. Join NGI’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.

Information

  • Creator
    NGI: Natural Gas Intelligence
  • Years Active
    2020 - 2024
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2020 All rights reserved.
  • Show Website
    NGI's Hub & Flow

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