NGI’s Hub & Flow

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 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 Euro...

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 c...

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 no...

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 proposed, and examine the prospects for projects that haven’t been sanctioned, as well as the challenges facing projects at all stages of development.

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 U.S. natural gas export facilities. NGI's Patrick Rau discusses factors that may both support and impede that effort.

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 Freeport’s return has kept feed gas deliveries strong in spite of seasonal maintenance at other facilities. This begs the question: Why are natural gas prices in the dumps, and when can we expect the marke...

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 operation – and where – is a major indicator of oil and gas supply, in that it speaks to well completion activity and future production. In this episode of the Hub & Flow podcast,  Natural Gas Intelligence man...

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 scrutinize LNG export authorizations as global gas trading booms. They analyze the U.S. Department of Energy’s recent decision to more firmly impose deadlines for starting exports and establish conditions for accep...

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 energy future. In this episode of Hub & Flow, Adams shares her insights into how renewable natural gas, carbon capture and sequestration, weatherization and clean heat policies are paving the way for the...

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 – essentially setting the stage for summer supply/demand and what may happen with prices through the peak cooling season. Lower production in June has largely been attributed to planned maintenance. But some analysts t...

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 major trends shaping Mexico's upstream sector. They dig into what's behind the rising natural gas production trend; whether Mexico will restart bidding rounds; how effective Petróleos Mexicanos, or Pemex, has b...

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 of buying, selling and marketing natural gas in the United States? Tune in to Episode 110 of NGI’s Hub & Flow podcast to find out.

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? Plus, a quick primer of the industry, including market share statistics.

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 pointing up in Mexico, and Canada could be preparing for another FID of its own.

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 currently is not – emissions would need to drop to 6 gigatons (Gt) of carbon dioxide on an annual basis by 2030. For reference, the agency estimated that in 2021, emissions from the global transportation sector ros...

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 despite a relatively calm winter. Joseph shares his insight as a veteran global gas market analyst and researcher to provide context for where prices could be heading next and why Europe's energy crisis is far...

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 built? What about Fast LNG? How is financing changing in the LNG segment in Latin America, and what are the advantages of Mexico LNG exports? This and more in the latest NGI podcast.

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 supply arrangement between Chesapeake and Gunvor could impact U.S. gas supply.

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 editors talk permitting, exclusive insight from players in the LNG industry and the latest talk about natural gas in the energy transition.

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 LNG trader, discusses the need for better information in the global gas market, along with broader trends impacting the sector, including the impact of growing U.S. liquefaction capacity, and what to expec...

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 compare to the surrounding regions, and weather- and infrastructure-related elements that have pushed prices upward since the start of the season. Evans also discusses how these prices have caught the inte...

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. production, the Freeport LNG outage and the potential for future increases in export capacity. Baker and Dobbs also delve into how Canada and Mexico fit into the North American supply and demand picture – fro...

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 implications of mild winter weather, strong gas storage levels and low prices on global LNG markets, including U.S. terminal contracting.

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 themes from Mexico down to Argentina, in a world upended by Russia's invasion of Ukraine. Will Latin America export more LNG? Will it provide more oil barrels to the global market to replace Russian deliveries?...