NGI’s Hub & Flow

Tracing Lithium’s Journey in the Energy Transition

Lithium is one of the key raw materials in the energy transition, and it is a byproduct of oil and gas production – a component of the salty brines that accompany hydrocarbon production. The oil and gas industry is increasingly exploring how to extract lithium from produced water. As oil and gas producers contemplate becoming lithium producers as well, raw materials traceability via digitized supply chains is receiving more attention from the extractive industries as well as manufacturers and governments. In this installment of NGI's Hub & Flow podcast, Jess Green of UK-based Circulor talks to NGI Associate Editor Matthew Veazey about the growing importance of traceability along the supply chain for lithium from the standpoint of environmental, social, and governance – or ESG – compliance.

LNG is Hot! Can the U.S. Answer the Call to Supply More Global Demand?

Global demand for natural gas continues to skyrocket in the wake of Russia’s invasion of Ukraine. Helping to offset supply into Europe and Asia, demand for U.S. LNG exports have also risen, subsequently boosting natural gas prices at Henry Hub to +10-year highs. Companies around the world are fast-tracking infrastructure developments – from FSRUs to new train expansions, from pipeline construction to deepwater Fast FLNG –  in an effort to boost LNG imports and exports. With mounting export projects moving forward as quickly as possible across the U.S. and Mexico, will exploration & production in the Haynesville, Permian and Marcellus be able to feed these demand centers? Join Patrick Rau, strategy and research director at Natural Gas Intelligence, as he puts the global natural gas puzzle pieces together in this episode of NGI’s Hub & Flow podcast.

Has Wall Street Created a Legal U.S. Oil & Gas Cartel?

Join NGI’s Director of Strategy & Research Pat Rau as he discusses the elephant in the energy room - the apparent fundamental disconnection between U.S. production and global demand. If you have been wondering why publicly traded producers in the United States haven’t ramped up supply to meet staggering demand growth, this episode is for you.

Lost Opportunities: Exploring Canada’s Struggles to Export LNG

NGI’s Jamison Cocklin, senior editor of LNG, and Patrick Rau, director of strategy and research, discuss their takeaways from a trip to Vancouver, British Columbia, to cover the Canada Gas & LNG Exhibition and Conference. Join this episode as they dive into Canada’s prospects to get more LNG projects built in the face of regulatory delays and an increasingly crowded global market.

What is South America’s Natural Gas Outlook Amid Today’s Tight Global Energy Market?

Join NGI’s Mexico & Latin America Editor Christopher Lenton and guest speaker Alvaro Rios, Bolivia’s former minister of hydrocarbons and current managing director of Gas Energy Latin America, as they discuss the global natural gas market fundamentals, prices and opportunities ahead. Drilling down on LNG and natural gas markets in South America, with a keen eye on Bolivia, Argentina, Chile, Brazil and Venezuela. 

Is It 2008 or 2022? Natural Gas is Knocking on $8.00’s Door

Though typically a quiet time in the natural gas market, this spring has been anything but. Natural gas prices have surged from $5.00 in mid-March to more than $8.00 in mid-April. NGI Price & Markets Editor Leticia Gonzales is joined by Aegis Hedging Solutions' Nick Hillman, associate of market analytics, to discuss the myriad factors influencing U.S. natural gas prices ... and when they may begin to come off their recent highs.

Fundamental Matters: U.S. Natural Gas Supply, LNG and Permian Takeaway Capacity

Join NGI’s Strategy & Research Director, Patrick Rau, as he lays out the current supply/demand fundamentals affecting North American natural gas prices today and what the market might look like in the near future. From drilling rig counts to pipeline projects, European demand for U.S. LNG exports to growing production in the Permian, cash flow impacts to inventory -- this episode of NGI’s Hub & Flow podcast gets you up to speed on what’s impacting the industry, following the latest quarterly reports.

U.S. Natural Gas: A Conversation with API’s Dustin Meyer

NGI Associate Editor Matthew Veazey talks about global and U.S. natural gas market trends with Dustin Meyer, vice president with the American Petroleum Institute.

The Future of Natural Gas: An Interview with CNX Resources CEO Nick DeIuliis

Nick DeIuliis, the CEO of Appalachian producer CNX Resources Corp., joins NGI Senior Editor Jamison Cocklin to discuss the intersection of politics, energy and the future of natural gas in the United States and beyond.

How the Russia-Ukraine Crisis Impacts the Mexico Natural Gas Market

In this latest Hub & Flow podcast, NGI Senior Editor Christopher Lenton sits down with Gadex Consultant Eduardo Prud'homme to look at how Russia's invasion of Ukraine is impacting global natural gas markets and in particular the ripple effects in Mexico. They talk about whether this will lead to new LNG export projects, what might happen to Mexico regulation and projects going forward, how Mexico's government is responding to the war, and the relationship between growing global natural gas exports and local pricing. This and much more.