NGI’s Hub & Flow

After the Storm: How the Asian LNG Rally Could Impact Global Gas Markets in 2021

A look at the historic rally in Asia's LNG prices this winter and how it might impact the global natural gas market going forward.

Return to (Almost) Normal: A Look at What's Ahead for Oil, Gas Midstream Companies in 2021

After a tumultuous year plagued by steep losses and low throughput, oil and gas midstream companies are poised for a comeback in 2021. NGI Senior Editor/Markets Leticia Gonzales provides a snapshot on what you can expect to hear from midstreamers as fourth quarter earnings season kicks off this week.

NGI Ranks Q320 Top North American Natural Gas Marketers

Kevin Dobbs, associate markets editor with Natural Gas Intelligence, and Patrick Rau, NGI’s director of strategy and research, discuss the results of NGI’s third quarter Top North American Natural Gas Marketers rankings.

Overall, the leading natural gas marketers in North America collectively posted flat sales volumes when compared with the year-earlier quarter, snapping a streak of five consecutive quarters of year/year declines. However, several of the largest gas marketers reported modest declines for the quarter as flat consumption was more than offset by lower production amid the continued impact of the coronavirus pandemic.  

Longstanding No.1 BP reported a 4% decrease from 3Q2019, for example, while No. 2 Macquarie Energy reported a 3% decline, reflecting in part long-running trends and in part impacts of the pandemic. 

Dobbs and Rau dig into the drivers of those decreases and what lies ahead for natural gas volumes.

Panic Buying: NGI Explores the Toilet Paper Debacle in 2020 and the Similar Trend in Natural Gas Demand

NGI's Leticia Gonzales chats with technology whiz and market analyst Nate Harrison, who sheds some light on the perceived toilet paper shortage of 2020 and the similarities observed in the natural gas market.

LNG Winter Outlook

Join NGI’s LNG Insight Senior Editor Jamison Cocklin as he gives an overview of the factors influencing the LNG market as colder weather sets in across the Northern Hemisphere and a look at what could be ahead for the industry further into 2021.

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.