NGI’s Hub & Flow
Looking at Permian Natural Gas Takeaway from a Different Angle – Can CFE & Arizona Help Improve Waha Basis Differentials?

Looking at Permian Natural Gas Takeaway from a Different Angle – Can CFE & Arizona Help Improve Waha Basis Differentials?

November 28, 2022

Waha gas typically trades at a large basis discount to the Henry Hub, and at times, prices in the Permian have been negative. Most of the industry focus is on increasing takeaway capacity to the Gulf Coast region, but what about west toward California and south to Mexico? We discuss several developments that could help increase the flow of Permian gas in those directions.

Concerns Abound Over Production Headwinds & Long-Term E&P Drilling Inventory - 3Q22 Earnings

Concerns Abound Over Production Headwinds & Long-Term E&P Drilling Inventory - 3Q22 Earnings

November 23, 2022

The pace of U.S. natural gas production has increased in recent months, but will the momentum continue into 2023, especially considering the potential for a U.S. recession? Longer-term, drilling inventory is the lifeblood of producers, and a growing area of concern among investors. How those shape up in the years ahead will have a major impact on future gas prices.

Freeport LNG Update

Freeport LNG Update

November 21, 2022

NGI LNG editors Jamison Cocklin and Jacob Dick walk listeners through the latest on the Freeport LNG outage. They discuss when the terminal on the Upper Texas Coast is likely to restart operations after a June explosion knocked the LNG export facility offline, the findings of a root cause failure analysis and implications for other U.S. terminals, among other things.

Can Natural Gas Carry the Post-Coal Electricity Market?

Can Natural Gas Carry the Post-Coal Electricity Market?

November 8, 2022

The US coal fleet has been rapidly retiring in the past decade in favor of natural gas and shows no signs of making a comeback. NGI's Senior Energy Analyst Shaylon Stolk discusses what Europe's 2022 energy crisis can teach us about the post-coal power market and what this could mean for the future of natural gas. 

Practical Projects: What Mexico Needs to Do Now to Improve Energy Security – An Interview with Rosanety Barrios

Practical Projects: What Mexico Needs to Do Now to Improve Energy Security – An Interview with Rosanety Barrios

November 3, 2022

NGI Latin America editor Christoper Lenton sits down with Mexico energy expert Rosanety Barrios to talk about Mexico's natural gas market in light of global turmoil after Russia's invasion of Ukraine. They talk about how Mexico is now competing for natural gas with LNG export to Europe and Asia, the perils of energy security in the new world order, and how Mexico needs to adapt – from releasing pipeline capacity to opening more exploration rounds, from rewriting policy to progressing key infrastructure projects. With an unrivaled perspective on today’s political environment and its impact on Mexico’s energy security, they get to the bottom of the reality of Mexico's current natural gas market.

Will the Polar Vortex Disrupt Winter Gas Prices?

Will the Polar Vortex Disrupt Winter Gas Prices?

October 22, 2022

In recent years, extreme and unusual winter weather has sent the natural gas and electricity markets into chaos, turning the Polar Vortex into an energy market boogeyman. NGI’s Senior Energy Analyst Shaylon Stolk goes back to her academic roots in climate modeling to discuss how the Polar Vortex works, how much we can predict, and how an extreme winter storm might affect this winter's natural gas marketplace.

The TTF, LNG Price Divide: A Conversation With Spark Commodities CEO Tim Mendelssohn

The TTF, LNG Price Divide: A Conversation With Spark Commodities CEO Tim Mendelssohn

October 18, 2022

Spark Commodities CEO Tim Mendelssohn joins NGI’s Jamison Cocklin, editor of LNG Insight, to discuss the growing gap between the price of LNG landing in Europe and pipeline hubs on the continent like the Title Transfer Facility. The conversation also touches on proposals from European governments to develop a liquefied natural gas index and other factors currently driving the global gas market, such as record-high freight rates.

Market Sentiment Signals – What are the So-Called Experts Thinking? Popular Tools Used by the Natural Gas Industry to Forecast Henry Hub Prices – Tricks of the Trade Part 3

Market Sentiment Signals – What are the So-Called Experts Thinking? Popular Tools Used by the Natural Gas Industry to Forecast Henry Hub Prices – Tricks of the Trade Part 3

October 14, 2022

Please join Patrick Rau, NGI’s Director of Strategy and Research, for the final of NGI’s three-part series on how the market analyzes and anticipates Henry Hub natural gas prices. We conclude this series by discussing signals that may yield clues to potential future price direction and volatility.

Technical Analysis of Natural Gas Prices: Popular Tools Used by the Market to Forecast Henry Hub Prices – Tricks of the Trade Part 2

Technical Analysis of Natural Gas Prices: Popular Tools Used by the Market to Forecast Henry Hub Prices – Tricks of the Trade Part 2

October 12, 2022

Some call technical analysis "voodoo magic," and the subject has been scorned by many market fundamentalists. Nonetheless, Natural Gas Intelligence believes there is ample evidence to suggest that technical analysis is not only used by Henry Hub futures traders, but that it can also impact natural gas prices. Join Patrick Rau, NGI’s Director of Strategy and Research, in this podcast series to learn more about some of the more popular technical tools to analyze and forecast Henry Hub natural gas prices.

Evaluating Natural Gas Price Forecasts:  Introduction to Popular Tools Used by the Market to Predict Henry Hub Prices – Tricks of the Trade Part 1

Evaluating Natural Gas Price Forecasts: Introduction to Popular Tools Used by the Market to Predict Henry Hub Prices – Tricks of the Trade Part 1

October 8, 2022

Trying to understand where the price of natural gas at the Henry Hub is headed? We at Natural Gas Intelligence have covered the North American natural gas market since the early 1980s, and have learned a thing or two about how the market analyzes and forecasts Henry Hub prices. While this discussion is not a price forecast on our part, we believe it can help you better frame your approach going forward. Join Patrick Rau, NGI’s Director of Strategy and Research, on episode 83 of NGI’s Hub & Flow podcast to learn more about what to watch when analyzing the North American natural gas market.

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