NGI’s Hub & Flow

U.S. LNG Exports Likely to Be Seasonal – Key LNG Takeaways from 3Q20 Earnings Calls

Want to know what management and analysts focused on with regard to LNG this earnings season? Join NGI’s Director of Strategy & Research Patrick Rau, as he reviews key LNG takeaways from North American energy companies’ third quarter earnings reports. From second wave projects to cargo cancellations, utilization rates to export expectations, one thing’s for sure, with U.S. gas demand projected to grow by 21.2BCF a day by 2030, LNG will continue to heavily influence the North American natural gas market.

M&A Mania and the Rise of Non-Appalachia Production - 3Q20 North American Natural Gas Earnings Takeaways

Join NGI’s Director of Strategy & Research Patrick Rau as he overviews the short-term North American natural gas market outlook, reading the tea leaves from key topics that floated to the top of third quarter earnings conference calls for leading E&Ps, midstream, service providers and operators. He dives deep into understanding the future of Haynesville and Appalachia dry gas plays, as well as discusses reoccurring themes of consolidation and pipelines, a new massive natural gas discovery in Texas, and the effect President-Elect Joe Biden’s energy policy may have on the market moving forward. 

U.S. Energy Industry Braced for Major Change with President-Elect Biden

President-elect Joseph R. Biden Jr. will take office in January, promising a major shift in energy and climate policy. NGI associate editors Andrew Baker and Kevin Dobbs covered the U.S. presidential campaign and tracked Biden’s policy promises, notably including a $2 trillion plan the Democrat vows to pursue to combat climate change. However, a divided government and resurging pandemic could dominate the early months of Biden’s tenure, potentially overshading other priorities and delaying any new major legislation impacting oil and gas interests. Join Baker and Dobbs for a roadmap to what lies ahead.

The U.S. Election and What it Means for Mexico Energy and Natural Gas

The outcome of the U.S. presidential election will have wide-sweeping impacts across the United States, and globally; and as its largest trade partner, Mexico is bracing for different bureaucratic waves depending on who wins the election. Importing about 70% of its natural gas from the U.S., Mexico’s crucial industrial industries and power generation are dependent on and hoping for continued low prices from over-saturated shale plays in the U.S. What will energy policy, bi-lateral trade and the natural gas market look like between the U.S. and Mexico after November 3? Join NGI’s Mexico & Latin America Editor Christopher Lenton as he explores the effect on Mexico’s natural gas and energy markets if either former Vice President Joe Biden or incumbent President Trump win the ongoing U.S. presidential election.

3Q20 U.S. Natural Gas Earnings Preview - Are Major Industry Changes Forthcoming?

As we lead up to third quarter earnings, NGI’s Patrick Rau discusses which topics are likely to be most on the minds of management teams and investors, including the recent run up in natural gas prices, industry consolidation, and the upcoming U.S. presidential election.

Winter 2020-21 Outlook: Supply, Demand and the 800-lb. Gorilla in the Room

NGI Senior Editor Leticia Gonzales explores the inner workings of the U.S. gas market and what could lie ahead for the coming winter season.

Top U.S. Natural Gas Marketers Under Pressure in 2Q2020

NGI's Associate Editor Kevin Dobbs sits down with Head of Strategy and Pricing Patrick Rau to discuss the results of the latest NGI Top North American Natural Gas Marketers survey, which found further decreases in sales volumes in the second quarter of 2020, when compared to a year earlier. With year-over-year declines extending over five straight quarters, these energy industry experts delve into the drivers of the declines and what may lie ahead for the North American natural gas market.

LNG 101: A Look at the Commercial Structures of U.S. Export Terminals and Why it Matters

A basic introduction to how U.S. LNG is bought and sold under the commercial structures in use at the country's six operational facilities and a brief overview of the other commercial models being pursued by  North American LNG projects under development.

Mexico’s Divided Energy Vision – an Interview with Pablo Zarate

NGI’s Mexico Gas Price Index editor Christopher Lenton talks to FTI energy consultant and El Economista columnist Pablo Zarate about bright spots in the Mexican natural gas market, including LNG projects, AMLO’s second state of the nation address, his vision for the market and the state of the energy reform.

Mexico Gas Price Index 2Q20 Earnings Takeaways - Are More LNG Export Terminals Coming to Mexico?

Join NGI’s Director of Strategy & Research, Patrick Rau CFA, as he shines a light on what the second quarter earnings reports are telling us about the natural gas market in Mexico, and whether we will see U.S. gas supply exported via proposed LNG export terminals.