NGI’s Hub & Flow

California is the latest state to experience an energy emergency brought on by extreme weather. This crisis comes just as the Inflation Reduction Act and California's ambitious climate initiatives call for more electrification, adding to the political fracas around the electricity shortage. Join NGI’s Senior Energy Analyst Shaylon Stolk as she explores the underlying problems that have been holding the U.S. power market in a gridlock at the expense of both renewable energy and natural gas. 

NGI is pleased to announce we have begun including our daily and monthly Henry Hub spot market indexes in our LNG Insight service. We believe this will help promote greater international natural gas price transparency, especially as the United States adds to its role as the incremental provider of global gas supply.

Although some may not realize it, natural gas supplies are important to oil refineries. Kevin Waguespack, Houston-based CEO with the engineering consulting firm Baker & O'Brien Inc. tells NGI's Matthew Veazey about what higher natural gas prices have meant for refiners in the U.S. and elsewhere.

The market certainly thinks U.S. natural gas price volatility is here to stay; and given structural changes from tightening supply/demand fundamentals, international developments, and policy changes in the U.S., we very much agree. Join NGI's Patrick Rau as he breaks down the main fundamental contributors behind current and expected future U.S. natural gas price volatility.

NGI's Leticia Gonzales is joined by RBN Energy managing editor Sheetal Nasta to discuss the record high prices seen this summer in the U.S. Southeast. From robust power burns to tight pipeline capacity, as well as what may lie ahead in the coming months, Leticia and Sheetal lay it all out in the latest episode of NGI's Hub & Flow.

The US Transportation Security Administration (TSA) recently revised and reissued its cybersecurity requirements for natural gas and oil pipeline owners and operators. Emily Mallen, a Washington, DC-based pipeline regulatory attorney in the Energy Practice of the global law firm Sidley Austin LLP tells NGI's Matthew Veazey what the changes could mean for pipeline companies.

NGI Price & Markets Editor Leticia Gonzales is joined by Haynes & Boone partner Diana Liebmann to discuss the record hot summer Texas is experiencing and how the electric grid monitor is coping. In the aftermath of Winter Storm Uri, have the changes implemented by the Electric Reliability Council of Texas helped improve reliability? Listen now.

Paul Cicio, CEO of the Industrial Energy Consumers of America (IECA), joins Jamison Cocklin, NGI’s senior editor of LNG, to discuss the role that rising LNG exports have had in pushing U.S. natural gas prices higher. IECA represents thousands of energy-intensive facilities across the country. The organization has been working for years to curb the rapid pace of LNG export growth as the manufacturing sector faces rising prices and stronger competition from overseas.

PwC US recently released its midyear outlook for natural gas and oil dealmaking, and the firm anticipates more activity on that front. NGI Associate Editor Matthew Veazey chats with PwC's Seenu Akunuri about investors' growing appetite for traditional oil and gas deals. Moreover, Akunuri outlines what goes on in deals involving public and private companies, recent trends, and what to watch through at least mid-2023.

Global eyes are on Mexico’s Pacific Coast as LNG liquefaction projects progress to export U.S.- sourced natural gas. In this episode of Hub & Flow, NGI’s Mexico & Latin America editor Christopher Lenton is joined by Mexico Pacific Limited Chief Commercial Officer Sarah Bairstow to talk about their LNG export project in Mexico’s Sonora State, growing demand for natural gas and the opportunities that creates for Mexico as a budding LNG export country.