NGI’s Hub & Flow

RNG, Clean Heat Policies Putting Natural Gas at Forefront of Energy Transition

NGI's Leticia Gonzales, Price & Markets Editor, talks to the RNG Coalition's Dana Adams, Manager of Legislative Policy, to discuss natural gas' essential role in the transition to a clean energy future. In this episode of Hub & Flow, Adams shares her insights into how renewable natural gas, carbon capture and sequestration, weatherization and clean heat policies are paving the way for the U.S.

Steve Blair on the State of Natural Gas Markets

NGI Senior Markets Editor Kevin Dobbs interviews Steve Blair, a senior account executive at Marex North America LLC. Blair tackles production, supplies, weather demand, LNG and more – essentially setting the stage for summer supply/demand and what may happen with prices through the peak cooling season.

Lower production in June has largely been attributed to planned maintenance. But some analysts think falling rig counts are starting to contribute to lower output estimates. At the same time, the South is cooking and other regions are warming fast. National Weather Service long-range forecasts point to at least average heat in July and August. There is also the potential for an uptick in liquefied natural gas demand in the coming months. If these demand drivers develop in concert with lower production, markets could rally. Blair explains why.

What’s With Mexico’s Rising Natural Gas Production? A Health Assessment of Mexico’s Natural Gas Industry with CNH Commissioner Hector Moreira

In the latest episode of the Hub & Flow podcast, NGI's senior Latin America editor Chris Lenton chats to Comisión Nacional de Hidrocarburos (CNH) Commissioner Hector Moreira, PhD, about the major trends shaping Mexico's upstream sector. They dig into what's behind the rising natural gas production trend; whether Mexico will restart bidding rounds; how effective Petróleos Mexicanos, or Pemex, has been in bringing down flaring; the increasing need for a domestic natural gas price index in Mexico; and how big the promise of nearshoring could be, and what it means for the energy sector.

NGI’s Takeaways from 2022 FERC Form 552 Data – Market Share Information, How Subsectors Transact for Gas, & More

Diving into annual FERC 552 Data, NGI’s Research & Strategy Director Patrick Rau analyzes what this required filing reveals about leading the U.S. natural gas market. Who leads the pack in terms of buying, selling and marketing natural gas in the United States? Tune in to Episode 110 of NGI’s Hub & Flow podcast to find out.

U.S. Underground Natural Gas Storage Capacity - Much More is Needed, But Will it Happen?

Structural changes have led to a surge in demand for U.S. underground natural gas storage capacity, but capacity additions have been non-existent for the last decade plus. Is more on the way? Plus, a quick primer of the industry, including market share statistics.

LNG Takeaways from 1Q23 North American Natural Gas Earnings Calls

Port Arthur reached FID earlier this year, but a recent decision from the U.S. Department of Energy could compromise many partially contracted projects going forward. Things appear to be pointing up in Mexico, and Canada could be preparing for another FID of its own.

How Will Natural Gas Continue to Decarbonize Transportation as EVs Enter the Fast Lane?

The transportation sector has the highest reliance on fossil fuels, and with the International Energy Agency estimating that to get the sector up to speed with net zero goals – which it currently is not – emissions would need to drop to 6 gigatons (Gt) of carbon dioxide on an annual basis by 2030. For reference, the agency estimated that in 2021, emissions from the global transportation sector rose to 7.7 Gt after falling to 7.1 Gt during the Covid-19 pandemic in 2020. Three decades ago, it appeared natural gas vehicles (NGV) would drive the United States over the bridge to a more sustainable transportation sector. However, as electric vehicle (EV) technology has evolved, and as U.S. consumers have shown more favorability to EVs in the passenger vehicle market, NGVs have shifted to the heavy-duty transportation sector. NGI Senior Analyst Josten Mavez discusses why this shift occurred and how natural gas could continue to promote decarbonization in the transportation sector despite EVs’ takeover.

’Risk? What Risk?’ Understanding Global LNG Volatility with Ira Joseph

NGI's Jacob Dick, associate editor of LNG, talks with Ira Joseph, global fellow with Columbia University's Center on Global Energy Policy, about the global LNG price risks that still abound despite a relatively calm winter. Joseph shares his insight as a veteran global gas market analyst and researcher to provide context for where prices could be heading next and why Europe's energy crisis is far from over.

How Skyrocketing Natural Gas Prices Globally Have Pushed LNG Projects Forward in Mexico & Latin America

NGI Mexico and Latin America Editor Chris Lenton chats to LNG analyst Sergio Chapa of Poten & Partners about LNG in Mexico in the aftermath of the war in Ukraine. Which projects are getting built? What about Fast LNG? How is financing changing in the LNG segment in Latin America, and what are the advantages of Mexico LNG exports? This and more in the latest NGI podcast.

How Might Growing U.S. LNG Exports Lead to Structural Changes in the Domestic Natural Gas Market?

NGI's Patrick Rau discusses the slow pace of project FID decisions, potential longer-term challenges to future U.S. onshore LNG liquefaction projects, and touches on how the recently announced supply arrangement between Chesapeake and Gunvor could impact U.S. gas supply.