NGI’s Hub & Flow

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.

NGI Editors Breakdown the Highlights of CERAWeek 2023

NGI Managing Editor Carolyn Davis chats with editors Kevin Dobbs, Morgan Evans and Jacob Dick about the most interesting things they heard during the 2023 CERAWeek by S&P Global in Houston. The editors talk permitting, exclusive insight from players in the LNG industry and the latest talk about natural gas in the energy transition.

Covering a Shifting Market: A Conversation With NGI LNG Columnist Brad Hitch

Senior LNG editor Jamison Cocklin and special contributor Brad Hitch discuss Hitch's new column that was launched for NGI's LNG Insight earlier this year. Hitch, an industry veteran and a former LNG trader, discusses the need for better information in the global gas market, along with broader trends impacting the sector, including the impact of growing U.S. liquefaction capacity, and what to expect in the coming years as Europe continues to displace Russian gas.