NGI’s Hub & Flow

The State of Natural Gas Markets

Superseding domestic weather, storage and production -- it’s global supply worries that are really penetrating the U.S. gas market and driving this price rally that we’ve seen take place over the past month. At the heart of the matter is that both Asia and Europe have been competing all summer long -- and into the fall -- for gas supply as they hustle to boost their natural gas storage inventories ahead of the winter season.

 

Today, European storage is only at about 75% of capacity, the lowest it’s been at this time of year in over a decade. Asia, meanwhile, is trying to avoid the shortage it experienced last winter and has been stockpiling gas ahead of colder weather. There are also production issues and coal shortages that have left both regions bracing for possible energy shortages in the months ahead.

 

A meteoric rise in global natural gas prices has resulted. In this episode of NGI’s Hub & Flow podcast NGI’s Price & Markets Editor Leticia Gonzales and Associate Editor Kevin Dobbs explain how all of this is driving the price of North American natural gas.

Survey Says: Mexico Market Players Call for Independent Natural Gas Price Index – with Eduardo Prud’homme

Natural Gas Intelligence’s Mexico & Latin America Editor Christopher Lenton sits down with Mexico natural gas expert, Gadex consultant and NGI columnist Eduardo Prud’homme to discuss NGI’s most recent Mexico market survey. Our fifth survey of active natural gas buyers and sellers within Mexico and at the border, they dive into this evolving market and what is driving the changes in the way people are doing business there - from liquidity to pipeline capacity, price transparency to market efficiency.

Energy Transition: Hydrogen in Latin America with the IEA’s Mariano Berkenwald

Join NGI’s Mexico & Latin America editor Christopher Lenton as he speaks with the IEA’s clean energy transitions program officer for Latin America Mariano Berkenwald about advances in hydrogen across Latin America. Having recently published a report with the International Energy Agency about how low-carbon hydrogen can play a big role in the region’s clean energy transitions, Berkenwald expands on the hydrogen economic and trade opportunities to build the industries of the future.  

$4.00 Natural Gas -- Will Tight Supply/Demand Balances Keep the Momentum Going?

NGI Price & Markets Editor Leticia Gonzales is joined by the U.S. Energy Information Administration's Stephen York for the latest episode of NGI's Hub & Flow. Listen as the two discuss the recent spike in natural gas prices and whether the current supply/demand backdrop will continue supporting prices in the coming months.

Deep Dive: Understanding What’s Moving Mexico’s Natural Gas Market Today

In this latest podcast, NGI’s Mexico Gas Price Index Senior Editor Christopher Lenton speaks to renowned Mexico energy expert Gonzalo Monroy about the hottest topics impacting the natural gas industry there, including the Gulf of Mexico fire, the Zama controversy, natural gas storage and Pemex flaring, as well as where the energy sector in Mexico is headed in the remaining three years of the Lopez Obrador presidency.

Line Up: Understanding What’s Driving NGI’s Most Recent North American Natural Gas Marketers Ranking

Tune into NGI’s Hub & Flow podcast as we explore the fundamentals impacting the North American natural gas market. Leading natural gas marketers collectively lost ground with sales volumes in the quarter, continuing a two-year trend of year-over-year declines. However, higher prices and mounting demand could turn the tide as 2021 progresses. Domestic demand is steady as summer weather settles in and economic activity picks up, following successful vaccination campaigns. European, Asian and Mexican demand for U.S. natural gas and LNG exports is also strong. NGI’s Patrick Rau, director of Strategy & Research, and Kevin Dobbs, associate Markets editor, look at what lies ahead in this episode of Hub and Flow.

A Changing LNG Market: An Interview With Abaxx Exchange's Joe Raia

Joe Raia, Chief Commercial Officer at Abaxx Exchange, joins LNG Insight Editor Jamison Cocklin to discuss the company's efforts to launch a futures exchange and an LNG benchmark contract. With spot trading on the rise and more buyers purchasing the super-chilled fuel, key players are in search of more price transparency as the market evolves.

Mexico's Upcoming Midterm Elections and the Implications for the Energy Sector

In this podcast, NGI's Senior Editor Christopher Lenton talks to Lourdes Melgar of the Baker Institute and MIT about Mexico's crucial upcoming June 6 midterm elections, what might happen on the day, and what it all means for the natural gas and energy sector.

Summer Snapshot: Exploring the Key Drivers in the Natural Gas Market this Summer

Liquefied natural gas exports are driving a substantial increase in projected demand this summer, and flows to Mexico have already reached a new high, with the core of summer heat still to come. How will this impact storage inventories in the U.S. and what will it do to prices? NGI Price & Markets Editor Leticia Gonzales lays it all out for you in the latest episode of NGI's Hub & Flow.

Biden's Climate Pledge and Implications for Natural Gas

Host Kevin Dobbs is joined by NGI's Andrew Baker, associate editor, to discuss the latest commitments unveiled by President Biden and other world leaders at the Leaders Summit on Climate, and what it all means for the natural gas and oil industry.