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NGI's Hub & Flow
20 minutes | Jun 10, 2021
A Changing LNG Market: An Interview With Abaxx Exchange's Joe Raia
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.
19 minutes | May 28, 2021
Mexico's Upcoming Midterm Elections and the Implications for the Energy Sector
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.
15 minutes | May 20, 2021
Summer Snapshot: Exploring the Key Drivers in the Natural Gas Market this Summer
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.
16 minutes | Apr 29, 2021
Biden's Climate Pledge and Implications for Natural Gas
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.
25 minutes | Apr 14, 2021
A Look into the History of Natural Gas in North America to More Clearly See its Future
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.
17 minutes | Apr 7, 2021
Green LNG: The Next Frontier for U.S. Exports
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.
14 minutes | Mar 30, 2021
4Q2020 Natural Gas Marketers Survey and What Lies Ahead
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.
9 minutes | Mar 9, 2021
Brighter Days Ahead: Natural Gas Poised for Growth after Historic Winter Freeze Grips Market
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/
18 minutes | Feb 4, 2021
Assessing the Impact of Changes in Mexico's Power Sector on the Natural Gas Market
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.
7 minutes | Jan 27, 2021
After the Storm: How the Asian LNG Rally Could Impact Global Gas Markets in 2021
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.
6 minutes | Jan 20, 2021
Return to (Almost) Normal: A Look at What's Ahead for Oil, Gas Midstream Companies in 2021
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.
11 minutes | Dec 23, 2020
NGI Ranks Q320 Top North American Natural Gas Marketers
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.
10 minutes | Dec 19, 2020
Panic Buying: NGI Explores the Toilet Paper Debacle in 2020 and the Similar Trend in Natural Gas Demand
NGI's Leticia Gonzales chats with technology whiz and market analyst Nate Harrrison, who sheds some light on the perceived toilet paper shortage of 2020 and the similarities observed in the natural gas market.
6 minutes | Dec 3, 2020
LNG Winter Outlook
Join NGI’s LNG Insight Senior Editor Jamison Cocklin as he gives an overview of the factors influencing the LNG market as colder weather sets in across the Northern Hemisphere and a look at what could be ahead for the industry further into 2021.
11 minutes | Nov 23, 2020
U.S. LNG Exports Likely to Be Seasonal – Key LNG Takeaways from 3Q20 Earnings Calls
Want to know what management and analysts focused on with regard to LNG this earnings season? Join NGI’s Director of Strategy & Research Patrick Rau, as he reviews key LNG takeaways from North American energy companies’ third quarter earnings reports. From second wave projects to cargo cancellations, utilization rates to export expectations, one thing’s for sure, with U.S. gas demand projected to grow by 21.2BCF a day by 2030, LNG will continue to heavily influence the North American natural gas market.
21 minutes | Nov 23, 2020
M&A Mania and the Rise of Non-Appalachia Production - 3Q20 North American Natural Gas Earnings Takeaways
Join NGI’s Director of Strategy & Research Patrick Rau as he overviews the short-term North American natural gas market outlook, reading the tea leaves from key topics that floated to the top of third quarter earnings conference calls for leading E&Ps, midstream, service providers and operators. He dives deep into understanding the future of Haynesville and Appalachia dry gas plays, as well as discusses reoccurring themes of consolidation and pipelines, a new massive natural gas discovery in Texas, and the effect President-Elect Joe Biden’s energy policy may have on the market moving forward.
13 minutes | Nov 12, 2020
U.S. Energy Industry Braced for Major Change with President-Elect Biden
President-elect Joseph R. Biden Jr. will take office in January, promising a major shift in energy and climate policy. NGI associate editors Andrew Baker and Kevin Dobbs covered the U.S. presidential campaign and tracked Biden’s policy promises, notably including a $2 trillion plan the Democrat vows to pursue to combat climate change. However, a divided government and resurging pandemic could dominate the early months of Biden’s tenure, potentially overshading other priorities and delaying any new major legislation impacting oil and gas interests. Join Baker and Dobbs for a roadmap to what lies ahead.
7 minutes | Oct 24, 2020
The U.S. Election and What it Means for Mexico Energy and Natural Gas
The outcome of the U.S. presidential election will have wide-sweeping impacts across the United States, and globally; and as its largest trade partner, Mexico is bracing for different bureaucratic waves depending on who wins the election. Importing about 70% of its natural gas from the U.S., Mexico’s crucial industrial industries and power generation are dependent on and hoping for continued low prices from over-saturated shale plays in the U.S. What will energy policy, bi-lateral trade and the natural gas market look like between the U.S. and Mexico after November 3? Join NGI’s Mexico & Latin America Editor Christopher Lenton as he explores the effect on Mexico’s natural gas and energy markets if either former Vice President Joe Biden or incumbent President Trump win the ongoing U.S. presidential election.
6 minutes | Oct 13, 2020
3Q20 U.S. Natural Gas Earnings Preview - Are Major Industry Changes Forthcoming?
As we lead up to third quarter earnings, NGI’s Patrick Rau discusses which topics are likely to be most on the minds of management teams and investors, including the recent run up in natural gas prices, industry consolidation, and the upcoming U.S. presidential election.
16 minutes | Oct 8, 2020
Winter 2020-21 Outlook: Supply, Demand and the 800-lb. Gorilla in the Room
NGI Senior Editor Leticia Gonzales explores the inner workings of the U.S. gas market and what could lie ahead for the coming winter season.
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