NGI’s Hub & Flow

Host Kevin Dobbs is joined by NGI's Andrew Baker, associate editor, to discuss the latest commitments unveiled by President Biden and other world leaders at the Leaders Summit on Climate, and what it all means for the natural gas and oil industry.

NGI Senior Editor Christopher Lenton speaks to Mercuria’s Charles Blanchard about his recently published book “The Extraction State,” on the history of the natural gas market in the United States, where things are going and some lessons for the future.

Alex Dewar, senior director of the Boston Consulting Group’s Center for Energy Impact joins NGI’s LNG Insight Editor Jamison Cocklin to discuss the rapid pace of efforts to decarbonize the global natural gas market. The conversation especially focuses on the opportunities these trends are creating for U.S. players to innovate and stand out in the highly competitive international export market.

Overall, the leading natural gas marketers in North America collectively posted lower 4Q2020 sales volumes when compared with the year-earlier quarter, extending a streak of declining or flat year/year results that dates to mid-2019. NGI’s latest Top North American Natural Gas Marketers rankings show that several of the largest gas marketers reported declines for the latest quarter, led lower by production cuts in response to the coronavirus pandemic. Kevin Dobbs, NGI associate markets editor, and Patrick Rau, NGI’s director of strategy and research, dig into the drivers of those decreases and what 2021 may hold for natural gas volumes.

After a deep winter freeze that crippled Texas' energy infrastructure, there are brighter days ahead for the natural gas market as export demand looks to remain strong and a rapid depletion in U.S. storage necessitates a strong refill this summer. NGI Price & Markets Editor Leticia Gonzales discusses what lies ahead for the U.S. gas market this spring and summer.

Associated News

 

https://www.naturalgasintel.com/natural-gas-market-chaos-continues-as-texas-governor-bans-producers-from-selling-outside-state/

 

https://www.naturalgasintel.com/natural-gas-played-starring-role-in-texas-energy-crisis-analysts-find/

 

https://www.naturalgasintel.com/natural-gas-production-in-texas-dropped-45-amid-historic-freeze/

 

https://www.naturalgasintel.com/u-s-feed-gas-nominations-still-climbing-as-exports-recover-from-deep-freeze-lng-recap/

 

https://www.naturalgasintel.com/lng-tanker-finally-departs-gulf-coast-but-export-operations-largely-at-standstill/

 

https://www.naturalgasintel.com/u-s-natural-gas-flows-to-mexico-plunge-estimated-1-1-bcf-d-amid-unprecedented-texas-freeze/

 

https://www.naturalgasintel.com/texas-electricity-suppliers-face-bankruptcy-lawsuit-stemming-from-freeze/

In the latest Hub & Flow podcast NGI Senior Editor Christopher Lenton speaks to long time Mexico energy expert David Rosales. They discuss the recently released Prodesen plan by Mexico's energy ministry, as well as the new bill to change the power market in Mexico, and how all of this impacts the natural gas market in the country, including growing imports from the United States.

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.

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.

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.

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.