NGI’s Hub & Flow

No shortage of excitement for the first week of 2022 – the U.S. has already experienced its first big freeze of the new year. Join NGI’s Price & Market’s Editor Leticia Gonzales and VP of Research at Criterion Research James Bevan as they break down how the natural gas market fared – amid plunging temperatures, pipeline freeze offs, shrinking storage levels and near-record export demand. Looking forward to the weather outlook for North America, this episode of NGI’s Hub & Flow podcast will warm you up with plenty of market insight for the season ahead. 

NGI editors Matthew Veazey and Leticia Gonzales discuss the natural gas standby generator backlog and how utilities are dealing with natural gas price increases, all in this holiday-themed installment of NGI's Hub & Flow podcast. Tune in: Listening might even boost your ranking on Santa's nice list!

What will the next phase of unconventional U.S. oil & gas production look like? Join NGI’s Director of Strategy and Research, Patrick Rau, as he analyzes what third quarter 2021 energy earnings reports say about the North American natural gas market, with a special focus on the future of U.S. shale. Including an overview of all the major U.S. gas-producing formations, this episode dives into how oilfield cost inflation, returning free cash to shareholders and President Biden's energy plan is affecting the natural gas industry today.

An overview of what's moving LNG markets and what to expect this winter as global gas prices are at historic highs and buyers are competing for cargoes like never before. Jason Feer, global head of business intelligence at consultancy and shipbroker Poten & Partners, joins Jamison Cocklin, editor of NGI's LNG Insight, for the discussion.

Join NGI’s Mexico & Latin America Editor Christopher Lenton as he sits down with Nikos Tsafos, the James R. Schlesinger Chair in Energy and Geopolitics with the Energy Security and Climate Change Program at the Center for Strategic and International Studies (CSIS) as they discuss the globalization of natural gas. Listen to this podcast, and gain perspective on soaring natural gas prices, the energy crunch in Europe, where natural gas markets are heading this Northern Hemisphere winter, the geopolitical implications of LNG growth and how Mexico's natural gas market - now one of the biggest in the world - must prepare for the volatility ahead.

Amid a global energy supply crunch, natural gas prices have skyrocketed around the world. Join NGI’s Director of Strategy & Research Patrick Rau, as he dives into what to expect from third quarter earnings reports, including where U.S. natural gas producers are with regard to boosting production, what the next wave of LNG projects is likely to look like, the industry’s laser focus on RSG (Responsibly Sourced Gas), M&A activity coming down the pike and what that might mean to midstream companies, and the potential implications of energy companies’ plans to return excess cash to shareholders.

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.

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.

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.  

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.