NGI’s Hub & Flow

In this latest podcast, NGI’s Mexico Gas Price Index Senior Editor Christopher Lenton speaks to renowned Mexico energy expert Gonzalo Monroy about the hottest topics impacting the natural gas industry there, including the Gulf of Mexico fire, the Zama controversy, natural gas storage and Pemex flaring, as well as where the energy sector in Mexico is headed in the remaining three years of the Lopez Obrador presidency.

Tune into NGI’s Hub & Flow podcast as we explore the fundamentals impacting the North American natural gas market. Leading natural gas marketers collectively lost ground with sales volumes in the quarter, continuing a two-year trend of year-over-year declines. However, higher prices and mounting demand could turn the tide as 2021 progresses. Domestic demand is steady as summer weather settles in and economic activity picks up, following successful vaccination campaigns. European, Asian and Mexican demand for U.S. natural gas and LNG exports is also strong. NGI’s Patrick Rau, director of Strategy & Research, and Kevin Dobbs, associate Markets editor, look at what lies ahead in this episode of Hub and Flow.

Joe Raia, Chief Commercial Officer at Abaxx Exchange, joins LNG Insight Editor Jamison Cocklin to discuss the company's efforts to launch a futures exchange and an LNG benchmark contract. With spot trading on the rise and more buyers purchasing the super-chilled fuel, key players are in search of more price transparency as the market evolves.

In this podcast, NGI's Senior Editor Christopher Lenton talks to Lourdes Melgar of the Baker Institute and MIT about Mexico's crucial upcoming June 6 midterm elections, what might happen on the day, and what it all means for the natural gas and energy sector.

Liquefied natural gas exports are driving a substantial increase in projected demand this summer, and flows to Mexico have already reached a new high, with the core of summer heat still to come. How will this impact storage inventories in the U.S. and what will it do to prices? NGI Price & Markets Editor Leticia Gonzales lays it all out for you in the latest episode of 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/