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.
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 and Andrew Baker read the tea leaves regarding market sentiment while diving into the various factors driving Mexico’s growing demand for U.S. natural gas, including power generation, LNG projects and nearshoring, as well as the implications of Mexico’s upcoming presidential election.
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 beyond. NGI's Leticia Gonzales, Kevin Dobbs, Josiah Clinedinst and Josten Mavez discuss the slew of pipeline, gathering and processing projects planned in the U.S., as well as the natural gas pricing dynamics driving those developments and the projects that lie ahead.
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 Chevron/Hess deals have ushered in the next wave of M&A activity among larger cap E&P names, the latest on U.S. LNG and an early look at 2024 U.S. producer activity.
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 that will list LNG, nickel and carbon futures initially.
Abaxx’s new regulated futures clearinghouse will be the first launched in over a decade. Its plans to list physically settled contracts for the three major LNG markets in Northwest Europe, North Asia and the Gulf Coast comes as the global gas market is searching for a better benchmark to manage increasing risk and volatility. Those contracts are coming closer to being a reality after the company completed its latest round of financing to secure nearly $20 million.
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 Baker Institute for Public Policy. The focus of the podcast is on the upcoming presidential election in Mexico. The race is down to Claudia Sheinbaum of President Andrés Manuel López Obrador's Morena party and Xochitl Gálvez of the opposition coalition who is rising rapidly in polling. Who might win is the big question, but also what are their positions, and how might each differ from López Obrador? It promises to be a fascinating period between now and June's vote, and this podcast is essential listening as a guide on what to expect.
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 addresses possible production cuts, supplies in storage, weather demand, Australian LNG strikes, war in Russia and more – setting the stage for winter supply/demand and what may happen with prices through the heating season.
As Blair noted, many analysts think falling rig counts are starting to contribute to lower output estimates. At the same time, winter weather is around the corner and new LNG export facilities are poised to open soon on the Gulf Coast. If these demand drivers develop in concert with lower production, markets could rally. Blair and Dobbs explain why.
Learning a lot
Leticia does a great job covering the Natural Gas Industry. Well worth a listen!
Timely and insightful
Natural Gas Intelligence hit a home run with this podcast! Great commentary and insight into the North American natural gas market, including expert interviews, perspective into Mexico’s changing landscape and the emerging LNG export industry in the US. Bravo and highly recommend!