NGI’s Hub & Flow

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.

 

LNG Insight 2Q20 Earnings Takeaways - U.S. Cargoes Are Picking Up, Small Scale is Emerging

Join Natural Gas Intelligence’s Director of Strategy & Research, Patrick Rau CFA, as he reads the tea leaves in the second quarter earnings calls regarding the U.S. LNG market and how it is developing.

Shale Daily Takeaways from 2Q20 Earnings Calls - The Move to Automation & Digital

Join NGI’s Director of Strategy & Research, Patrick Rau CFA as he delves into second quarter earnings calls and what they say about the shale and unconventional natural gas markets in North America - with a move toward automation and a focus on individual basins / shale plays.

 

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2Q20 North American Energy Earnings Takeaways

Join Natural Gas Intelligence’s Director of Strategy & Research Patrick Rau CFA as he gives an overview of the key takeaways for the North American energy market from second quarter 2020 earnings calls, including slower U.S. production growth, U.S. presidential election, hydrogen and more.

Out of the Woods? NGI Explores the Natural Gas Storage Trajectory Ahead of the Peak Winter Season

A mild winter, supply disruptions, Covid-19 and other factors have made for an unusual natural gas storage injection season. NGI chats with Brian Lovern of Bespoke Weather Services to explore where Lower 48 stocks may begin the upcoming winter season, and any risks that could upend the trajectory.