Shows
NGI’s Hub & FlowHow Does Mexico Prepare for Natural Gas Molecule Competition with LNG and AI-Driven Needs? A Discussion with Gonzalo MonroyIn the latest episode of NGI’s Hub & Flow podcast, NGI’s Christopher Lenton, managing editor of Mexico, sits down with Mexico City-based energy analyst Gonzalo Monroy to explore Mexico’s deep dependence on U.S. natural gas and the country’s uphill battle to develop its own resources.
Monroy, managing director of consultancy Grupo Mexicano de Energía y Construcción, outlines how Mexico’s power sector relies on U.S. pipeline gas, while years of underinvestment and weak regulatory frameworks have left domestic production stagnant. From stalled deepwater and shale projects to the lack of natura...
2025-09-1520 minNGI’s Hub & FlowWestern Natural Gas Market Outlook – Insights from NGI EditorsNGI’s Andrew Baker and Kevin Dobbs sit down for deep dive into the state of North American natural gas markets, with a particular emphasis on the western United States and Canada.
The discussion spans key factors shaping supply, demand, and price outlooks – from a coming surge in data center energy needs to abundant Canadian production and persistent infrastructure constraints. Drawing on insights from the recent LDC Gas Forum in Denver, Baker highlights the interplay of emerging demand drivers with today’s elevated supply picture.
The editors also examine what forward curves re...
2025-08-2613 min
Behind Clean Lines18: How to Turn Hygiene Into Profits – The Business Case of Easy CleaningIs hygienic design just another line on your to-do list, or the overlooked key to avoiding production nightmares?In this episode of Behind Clean Lines, we talk with Jennifer Crandall, CEO of Safe Food En Route. With over 20 years in the food industry, she’s seen what happens when manufacturers treat hygienic design as an afterthought. Spoiler: it gets expensive, fast.We get straight to the point – how early design decisions impact everything from contamination risks to your next downtime crisis (and your profit margins, of course). If you're in food manufa...
2025-08-2038 minNGI’s Hub & FlowPemex, U.S. Energy Shifts – What’s Next for Mexico's Natural Gas Future with Francisco MonaldiIn the latest episode of NGI’s Hub & Flow podcast, NGI’s Christopher Lenton, managing editor of Mexico, sits down with Rice University’s Francisco Monaldi, director of the Latin America Energy Program at the Baker Institute.
Together, they dive into the energy policy paradox in the United States, where the push for energy dominance is colliding with market realities, triggering ripple effects across global oil and gas markets.
Monaldi, a leading Latin America energy expert, outlines the challenges for Mexico’s Pemex, which faces a perfect storm of soaring debt, crumbling pr...
2025-08-0618 minNGI’s Hub & FlowLNG Canada Is Exporting – So Why Are Canada’s Natural Gas Prices Weakening?NGI’s LNG editors Jamison Cocklin and Jacob Dick examine the market implications of Canada’s entry into large-scale LNG exports, following Shell plc’s LNG Canada facility shipping its first cargo in June.
Despite the milestone, Canadian gas prices continue falling relative to Lower 48 counterparts as the country’s producers aggressively ramp production ahead of demand. The discussion dives into the details of LNG Canada’s startup, timelines for other projects advancing on the country’s west coast, and when supply-demand rebalancing could impact U.S.-Canadian price differentials.
The duo also cover...
2025-07-2812 minNGI’s Hub & FlowStranded No More – Permian Basin Data Centers Tapping Associated Natural Gas for On-Site Power With BracewellNGI markets editor Chris Newman sits down with Bracewell partners Bryan Clark and Jared Berg to discuss how companies can tap associated gas supply in the Permian Basin to fuel innovative co-located power arrangements and potentially receive higher pricing than at the oft-volatile West Texas benchmark, Waha.
While data centers housing artificial intelligence grab headlines for their massive appetite for electricity, these projects represent a broader trend of associated gas assets being monetized for various in-basin power needs. Bigger projects may solve gas supply issues, but they bring operational complexity. Clark and Berg give examples of existing...
2025-07-1732 minNGI’s Hub & FlowWhere Are Midwest, East Natural Gas Prices Headed? Veteran Analyst Andy Huenefeld Has AnswersNGI’s managing editor of markets, Kevin Dobbs, interviews Pinebrook Energy Advisors’ Andy Huenefeld, managing partner. They delve into supplies in storage, production, weather-driven demand and export activity – with a special focus on prices in the Midwest and East. The latest U.S. Energy Information storage report showed overall inventories were 6% above the five-year average, but surpluses in the Midwest and East were notably leaner after June heat waves in those regions.
While the winter heating season is far off, natural gas storage is in a markedly different situation than last year. There are likely to be ample s...
2025-07-1518 minNGI’s Hub & FlowIs New England’s Natural Gas Pipeline Drought About to End?NGI markets editors Chris Newman and Jodi Shafto discuss whether long-dormant pipeline projects in the region could finally break ground under the new administration based on Jodi’s takeaways from the recent LDC Gas Forum Northeast conference in Boston.
The duo examine the stark price divide between the pipeline haves and have nots. Appalachian gas traded near zero while New England spiked to $33.50/MMBtu this winter. With data center demand surging, the infrastructure gap could become even more critical.
They discuss industry sentiment on the prospects for reviving projects like Williams' Cons...
2025-06-2313 minNGI’s Hub & FlowCould Natural Gas Prices Reach Nearly $5 in 2026? It’s a Good Bet on Rising LNG Exports, Domestic ConsumptionNGI’s Patrick Rau, senior vice president of research and analysis, checks all the boxes in sharing his expertise about the outlook for U.S. natural gas in a sitdown with NGI’s Carolyn Davis, managing editor of news.
Where are domestic natural gas prices headed into 2026? Pat says it’s not one thing or another, as rising demand is ahead as more LNG export capacity comes online, and as industrial and residential/commercial sector consumption climbs.
E&Ps are likely waiting for bullish natural gas price signals to spur activity in the second half of 2025...
2025-06-1621 minBehind Clean Lines17: Battling Biofilm – Strategies and challenges in food industry hygieneBiofilm might sound harmless, but for food manufacturers, it’s a hidden threat that can take a serious toll on hygiene standards – and on your bottom line. Left unchecked, it risks production downtime, costly recalls, and long-term damage to your reputation.In this episode of ‘Behind Clean Lines’, Mikkel Svold is again joined by Debra Smith, a global hygiene expert and biologist at Vikan. Together, they cut through the jargon and get straight to the practical advice on tackling biofilm; What it isWhy it’s a challenge and most importantly,What you can do about it...
2025-06-1215 minNGI’s Hub & FlowWhat’s Driving Mexico’s Record Natural Gas Imports?Mexico’s imports of U.S. natural gas continue to break records despite macroeconomic and regulatory uncertainty. NGI senior editor Andrew Baker and Christopher Lenton, managing editor of Mexico and Latin America, discuss the demand- and supply-side factors shaping Mexico’s gas market, and why it matters for the United States.
Lenton recently attended the U.S.-Mexico Gas Summit in San Antonio TX, where topics ranged from data centers to LNG terminals to the challenges facing state oil company Petróleos Mexicanos, aka Pemex. He breaks down which demand segments are growing fastest, and how they are a...
2025-05-3013 minNGI’s Hub & FlowBalancing the Grid – Northeast Natural Gas Supply, Demand in Focus as Summer NearsIn this episode of NGI’s Hub & Flow, NGI Markets Editor Kevin Dobbs talks with Paragon Global Markets LLC’s Steve Blair, managing director of institutional energy sales. The two discuss the summer ahead in natural gas markets, with a special focus on the densely populated and heavy gas-consuming Northeast.
Blair and Dobbs address relatively modest gas production and lingering storage deficits in the East as well as domestic weather demand expectations for the summer ahead and beyond. Wildcards up for discussion include the ongoing buildout of the U.S. export complex and the Trump admini...
2025-05-2212 minNGI’s Hub & FlowState of the Market: How Will the Trade War Impact U.S. LNG DemandBen Cahill, director for energy markets and policy at the University of Texas at Austin, joins NGI's Jamison Cocklin, managing editor of LNG, to discuss how the trade war and other challenges could impact rapid U.S. LNG export growth.
They explore supply, demand and price trends that could emerge as the Trump administration works to balance the U.S. trade deficit. They also discuss other challenges like the European Union's methane emissions regulations and LNG production growth in the Middle East that could curb the appetite for North American LNG at a time when it...
2025-05-1729 minNGI’s Hub & FlowMove Over Summer – Data Centers, LNG Exports Reshaping U.S. Natural Gas MarketsA new player has entered North American natural gas markets with data centers to power artificial intelligence on the rise in the United States. Natural gas access to power the facilities is a top concern for the major companies involved in the sector, and demand from new data centers could have a meaningful impact on future gas growth.
NGI’s Leticia Gonzales, managing director for North American natural gas pricing, and senior markets editor Chris Newman dig into this issue. Plus, with summer just around the corner, the duo examine the current state of the market flipping the...
2025-05-0919 minNGI’s Hub & FlowWill Rising NatGas Prices Drive Production to Meet LNG Demand – or Will the Supply Squeeze Tighten? With East Daley's Jack WeixelWith the ramp up of two LNG projects on the Gulf Coast this year and more demand on the way in 2026, all eyes are on the swift rise in prices. But will producers be incentivized to swiftly grow production volumes after a prolonged period of low prices?
NGI's Jacob Dick, senior editor of LNG, talks with East Daley Analytics’ Jack Weixel, senior director of energy analysis, about the price and production outlook headed into 2026 and how volatility may be here to stay.
2025-04-0828 minNGI’s Hub & FlowIs North American LNG on the Cusp of a New Boom? — an Interview With Sergio ChapaNGI’s Christopher Lenton managing editor of Mexico, speaks to Sergio Chapa, senior energy analyst at Poten & Partners, on the latest trends in North American LNG and natural gas markets.
Times have changed in the past few months with natural gas roaring to the forefront of the U.S. energy discussion. New LNG facilities are ramping up and other projects have taken on added impetus. How does the Trump administration in the United States impact natural gas supply and demand? How about Mexico projects sourcing U.S. gas? When are major projects like Plaquemines and Corpus Christi St...
2025-04-0221 minNGI’s Hub & FlowThe State of Natural Gas Supply/Demand and Price ImplicationsNGI’sKevin Dobbs, senior markets editor, and Patrick Rau, senior vice president of research and analysis, dig into the state of natural gas fundamentals and price implications.
Coming off earnings season and executive outlooks shared on analyst calls, the two discuss the various factors that could influence producers to further ramp up supply – from key price thresholds to macroeconomic conditions. They also delve into long-term demand drivers, including swelling calls by LNG facilities for feed gas and a growing number of data centers with robust energy needs.
Rau and Dobbs tie together supply and demand and...
2025-03-2819 minBehind Clean Lines16: How Factory Layouts and Installations Impact Food SafetyAre your production installations doing their job, or are they holding your production back? It’s easy to overlook their impact, but production installations like electrical raceways play a key role in keeping your operations safe, clean, and efficient. In this episode of ‘Behind Clean Lines’ we sit down with Steve Voelzke from Robroy Industries to tackle this often-missed priority in food production. Steve shares straightforward tips on getting your production and overhead installations right — whether you're planning a new facility or upgrading an existing one. We’ll talk about practical solutions for avoiding...
2025-03-1216 minNGI’s Hub & FlowMind the Gap: Widening Natural Gas Storage Deficits Create Urgent Summer ChallengeAfter back-to-back warm winters, this year’s brutally cold showing has rapidly depleted Lower 48 natural gas inventories, flipping them from surplus to deficit and creating a challenging outlook for the upcoming injection season.
With storage now sitting below five-year averages and record LNG exports consuming more supply, the market faces a steeper climb to rebuild stocks amid caution by producers to bring on more supply. A hot summer could siphon gas away from injections to make the task harder.
NGI’s Leticia Gonzales, managing director of North American natural gas pricing, and senior markets editor Chri...
2025-03-0321 minNGI’s Hub & FlowHow Will the Trump Administration Impact the Global Natural Gas Market? A Deep Dive With Ed CrooksNGI’s Christopher Lenton, managing editor for Mexico speaks to Wood Mackenzie vice chair for the Americas Ed Crooks on the swirl of executive orders signed by President Trump and how they are impacting natural gas fundamentals. Crooks delves into the outlook for the North American natural gas market and the impacts from tariffs, both those deemed certain and levies yet unknown.
The discussion also covers oncoming LNG supply, and U.S. trade relations with Canada and Mexico, coal-to-gas switching, the recent slowing trend of an energy transition to renewables and how changing rules are bein...
2025-02-2532 minNGI’s Hub & FlowCracking the Case: How Experts Are Measuring Litigation Risk for LNG ProjectsAfter a year of regulatory slowdowns for LNG projects, the Trump administration has come in with agency shakeups, policy changes and executive orders. What does it mean for U.S. LNG project development and future natural gas demand? NGI’s senior LNG editor Jacob Dick interviews Arbo’s Tom Sharp, director of permitting intelligence, about what is happening on the regulatory front and why litigation risk still looms large for some LNG export projects.
2025-02-1827 minNGI’s Hub & FlowWill Natural Gas Supply Rise for Trump’s ‘Energy Emergency?’ Jury Still in SessionDespite talk of an energy emergency and regulations that have impeded resource development, U.S. producers have been pumping out more natural gas than ever. However, production levels have shifted widely in recent years, sinking between 2023 and 2024 and now rising again. What will 2025 bring for U.S. natural gas supply? NGI’s Leticia Gonzales, managing director of North American natural gas pricing, and senior markets editor Jodi Shafto delve into the production situation. They discuss recent production trends and the driving forces behind them, what may lie ahead for some of the biggest production basins and the impacts to na...
2025-02-1120 minNGI’s Hub & FlowFlooding the Zone: Can Trump's Executive Orders Jumpstart Stalled U.S. LNG Projects?Get up to date on the implications of President Trump’s wave of executive orders (EO), including one to restart approvals of LNG export projects, with NGI’s Jamison Cocklin, managing LNG editor, and Jacob Dick, senior LNG editor.
The two break down a list of projects that could ultimately move forward as a result of the EO. They also review the challenges that remain for LNG projects working to reach a final investment decision. The discussion also examines how a study released by the Biden administration has slowed down President Trump's efforts to fast-track projects and how t...
2025-02-0323 minNGI’s Hub & FlowHow Are Natural Gas Markets Faring in the Kick-Off to 2025? Storage Shrinking, Demand Surging & Prices ElevatedAs chilly winter weather took hold of the Lower 48 to start 2025, natural gas cash prices held in a volatile pattern, but they were still elevated compared with winter 2023/24. NGI senior markets editors Andrew Baker and Kevin Dobbs delve into the supply situation – from shrinking storage surpluses to wellhead freeze-offs – and how new LNG demand is factoring into the equation. Plus, as a new presidential administration takes the helm, Baker and Dobbs preview what could be in store for North American natural gas markets if tariffs become law of the land.
2025-01-2413 minBehind Clean Lines15: Biofilm – The Stubborn Threat to Food Safety ExplainedWhat comes to mind when you hear “contamination” in food factories?For most people, it’s microbes. But there’s a bigger, tougher problem most don’t see: biofilms. These stubborn bacterial colonies are hard to remove and can lead to serious food safety issues.In this episode of ‘Behind Clean Lines’, we talk with Debra Smith, a global hygiene specialist and microbiologist at Vikan. She breaks down what biofilms are, how they form, and why they’re such a challenge to food safety.From a devastating listeria outbreak to critical cleanin...
2025-01-2215 minBehind Clean Lines14: Risks from Above: Why Overhead Installations Matter in Food ManufacturingYour mind is probably concerned with things like production efficiency, product quality and profit margins. Your thought go to contamination every now and then. Even to hygienic design. But have you ever thought about how the overhead spaces in your food facility impact hygiene? It’s surprising, but up to 15% of food contamination can stem from these often-overlooked areas!Join us in this episode of Behind Clean Lines as we speak with Steve Voelzke from Robroy Industries. Steve shares his insights on the vital link between electrical infrastructure and hygienic design in food factories. With us from Tex...
2024-12-1118 minNGI’s Hub & FlowWhat’s the Winter Outlook for Natural Gas Prices?Dive into the balance of winter price forecast as NGI’s Kevin Dobbs, senior markets editor, interviews Paragon Global Markets LLC’s Steve Blair, managing director of institutional energy sales. The two discuss the winter ahead in natural gas markets and explore the potential price catalysts.
Blair covers the strengthening production and stout storage situation, as well as domestic weather in LNG demand. He also addresses potential wild cards for 2025, including the ongoing buildout of the U.S. export complex and the incoming Trump administration’s plans for steep new tariffs on imports from Canada and Mexico.
2024-12-0914 minNGI’s Hub & FlowAn Investor's Perspective on How Natural Gas Will Fare Against Competing Energy Options Over the Coming DecadeNatural gas demand continues to defy forecasts calling for renewables to halt the fuel's growth in the Lower 48. That’s no surprise to one clean energy investor, Prithvi Ventures’ Rakesh Radhakrishnan, who spoke with NGI’s senior markets editor Chris Newman about how lifecycle costs and other factors would continue to play a huge role in decision making for power resources.
2024-12-0229 minNGI’s Hub & Flow$66 Billion-Plus Question: How Will U.S.-Mexico Natural Gas Trading Evolve When the Sheinbaum Administration Meets (Another) Trump Presidency?Mexico is the United States’ largest trading partner, with about 75% of the country’s natural gas originating from the Lower 48 states. Cross-border energy trade in 2023 reached $66.5 billion, and imports of U.S. natural gas have increased for years as Mexico’s domestic production has decreased.
With Mexico President Sheinbaum’s recent inauguration, however, the role of state-owned energy companies has been put in question. Now, with former President Trump’s re-election, NGI’s Andrew Baker, senior editor, sits down with Christopher Lenton, senior editor for Mexico and Latin America, to discuss how the cross-border energy trade may evolve. Baker...
2024-11-2519 minNGI’s Hub & FlowPipelines on Water: Why Have LNG Freight Rates Plunged, and When Will They Come Up for Air?Spark Commodities CEO Tim Mendelssohn joins NGI's managing editor of LNG, Jamison Cocklin, to discuss how bearish market fundamentals have been driving down freight rates for LNG cargoes. A “massive vessel oversupply,” combined with delays in U.S. LNG export projects, has pushed freight rates well below market expectations.
Mendelssohn explains why these rates could remain low for the foreseeable future and explores the potential implications for the LNG shipping market as new export facilities come online in the years to come.
2024-11-1915 minBehind Clean Lines13: 3 Challenges for OEMs Building for the Poultry IndustryAs the labor market shifts, the conversation about automation's role in food production becomes more crucial.While machines are tireless, can they truly replicate the finesse of a human hand when it comes to tasks like deboning a chicken?Also, the demand for poultry is skyrocketing. With larger birds and faster processing lines, how does this affect your equipment design when you need to maximize throughput in limited spaces?And as consumers call for fresher, diverse products, how agile are your current designs to adapt to these changes? Join us as Nate H...
2024-11-1317 minNGI’s Hub & FlowUnpacking the Election: What's at Stake for U.S. LNGNGI LNG editors Jamison Cocklin and Jacob Dick discuss the upcoming election and what a Harris or Trump presidency could mean for the U.S. LNG sector. They explore how either candidate may approach new export projects after a lengthy pause on authorizations that was imposed by the Biden administration. The conversation also focuses on Trump's tariff proposals and a potential trade war with China, as well as how down-ballot races could impact U.S. exports.
2024-10-3016 minBehind Clean Lines12: Safe Food Production: How to Set Cleaners Up for SuccessAre you confident that your cleaning team has what it takes to maintain the highest hygiene standards in your food production facility?In this episode of Behind Clean Lines, we explore the crucial—but often overlooked—role of cleaners in the food manufacturing industry. Why are they sometimes seen as the weakest link in the hygiene chain? And more importantly, how can we empower the cleaners to succeed?We’re excited to welcome back Dr. Thomas Buehler from Ecolab, a leader in sustainable water treatment and contamination prevention. He sheds light on the challenges cleaner...
2024-10-2318 minNGI’s Hub & FlowThe Gulf Coast Is Leading the Race to Trap and Store Emissions from Natural Gas and Oil as Supermajors Bankroll Mega ProjectsAn "impressive" 500 million tons/year of capacity for carbon capture utilization and sequestration (CCUS) projects in the United States are on the drawing board, designed to trap emissions from natural gas and oil projects. Those ambitions, though, have been tempered by uncertainties that include permitting challenges and public opposition. NGI's Carolyn Davis, managing editor of news, discussed the status of the domestic CCUS sector with Enverus Intelligence Research's CCUS expert Graham Bain, who leads the subsurface group for the energy transition team. The supermajors – including ExxonMobil, Chevron Corp., Equinor SA and TotalEnergies SE – are bankrolling several big projects, mostly in L...
2024-10-2130 minNGI’s Hub & FlowNatural Gas Advisor Andy Huenefeld’s Outlook for Winter Prices, Supply and DemandNGI senior markets editor Jodi Shafto interviews Andy Huenefeld, managing partner at Pinebrook Energy Advisors and contributor to The Energy Buyers Guide report. Huenefeld discusses key factors for the Lower 48 winter heating season that begins on Nov. 1.
2024-10-1619 minNGI’s Hub & FlowWhat is Claudia Sheinbaum's Natural Gas and Energy Plan? A Look Ahead to the Next Six Years in MexicoNGI’s Christopher Lenton, senior editor for Mexico & Latin America, sits down with one of the leading voices in Mexico's energy sector and the former head of Comisión Reguladora de Energía, Guillermo García Alcocer. The two discuss what could be on the horizon as Claudia Sheinbaum takes the presidential office in Mexico on Oct. 1, including potential shifts in Mexico’s energy regulatory bodies. In addition, with the Sheinbaum administration’s plans for transitioning Mexico’s electric generation mix coming to a head with rising energy demand, García Alcocer explains what could be required of both domestic nat...
2024-09-2731 minBehind Clean Lines11: 6 Design Choices for Safe Food Production with Nate HarrisonAre you sure your food processing equipment is up to par? In this episode of Behind Clean Lines, we chat with Nate Harrison from Phoenix Innovations, a poultry industry expert with over 20 years of experience. He shares key design choices that can enhance the safety and efficiency of your food production machinery.Discover the importance of high-grade stainless steel, proper slopes, and easy cleaning access to combat bacteria. Nate weighs in on essential inspection points and the potential pitfalls of hidden tubing in your equipment design. From best practices to future trends like automation an...
2024-09-1820 minNGI’s Hub & FlowCould Lower 48 E&Ps Break Out of Maintenance Mode in 2025? Plus the Latest Update on Natural Gas Demand for Data CentersWith natural gas prices having hovered around $2/MMBtu through much of 2024, NGI’s Pat Rau, senior vice president for Research & Analysis, delves into what may happen with producer activity moving into next year. Publicly traded producers have been on a tight leash the last five years in terms of production growth, he notes. With new LNG export capacity around the corner, however, publicly traded Lower 48 exploration and production (E&P) firms may push annual gas production above 5% year/year growth in 2025. Rau highlights other key developments at the end of 2024, particularly for Permian Basin E&Ps.
Meanwhile, as...
2024-09-0915 minNGI’s Hub & FlowWhat Lies Ahead: Why Project Delays, Regulatory Hurdles May Not Hamper U.S. LNG Development With Baker Botts’ Jason BennFrom rising costs, construction delays and an increasing number of regulatory hurdles, U.S. LNG projects have seen a bevy of challenges this year, but how impactful really are the new obstacles? Baker Botts' Jason Bennett, department chair of global projects and co-chair of energy, discusses the near-term global natural gas market dynamics and domestic policies shaping the development of U.S. liquefied natural gas export capacity with NGI's Senior LNG Editor Jacob Dick.
Despite rising complications, there is still strong demand for LNG, according to Bennett. One way or another, buyers will seek to fi...
2024-08-2631 minNGI’s Hub & FlowWhat’s Next for the LNG Market? A Look Ahead After an Unprecedented Stretch of EventsSusan Sakmar, a visiting law professor at the University of Houston Law Center and board member at Flex LNG Ltd., joins NGI’s LNG Managing Editor Jamison Cocklin to discuss the state of the global natural gas market as summer nears an end.
The two review geopolitical tensions and supply security issues that are likely to factor heavily into the liquefied natural gas market this winter heating season. The conversation covers the recent court decision impacting Rio Grande and Texas LNG projects that could have far-reaching impacts for other export terminals under development. Sakmar and Cock...
2024-08-1926 minBehind Clean Lines10: From Low-Risk to High-Care: The Evolution of Food Production EquipmentIn this episode of Behind Clean Lines, our host Mikkel Svold chats with Ulrich Thielemann, the visionary behind Food Technology Thielemann. Together, they dive into the fascinating journey of food production machinery, especially the shift from low-risk to high-risk areas. Ulrich opens up about the hurdles and breakthroughs in crafting high-care machines, the critical role of hygiene standards, and how customer feedback fuels innovation. In the episode, you’ll learn about:• The transition from low-risk to high-risk machinery and its significance.• The design decisions and innovations made by Food Technology Thielemann.
2024-08-1419 minNGI’s Hub & FlowHow Long Will U.S. Natural Gas Prices Stay This Low?Halfway through the summer, U.S. natural gas prices have struggled to gain momentum. NGI's team of markets reporters discuss the supply and demand factors at play in the market, and where natural gas prices may be heading into the winter and beyond.
2024-08-0224 minNGI’s Hub & FlowIn The Eye of The Storm: North American LNG Stunted, but Raring to GoPoten & Partners LNG industry analyst Sergio Chapa sits down with NGI’s Christopher Lenton, senior editor for Mexico & Latin America, to survey the current North American liquefied natural gas industry scene. They talk through the impacts of former Hurricane Beryl on Gulf Coast infrastructure. Chapa and Lenton also discuss the state of the Biden administration’s pause on U.S.-based LNG export projects and the implications for international competitors. Has the pause given impetus to other projects? How are Mexico LNG projects advancing in the wake of the regulatory back-and-forth?
2024-07-1523 minBehind Clean Lines9: Food Factory Assessment – How it's Done and What to Look For?In this episode of Behind Clean Lines, we invite you on a trip. A trip around your own food factory accompanied by your very own hygienic assessment committee. Or at least, we pretend. Today, we’re joined by Dr. Thomas Buehler from Ecolab, who will guide us through the different caveats, pitfalls, and hidden dangers in keeping your processing plan hygienic, and we’ll look at what initiatives you can set in motion to alleviate the risk from microbes, bacteria, and other contaminants. In the episode, you’ll learn about: What...
2024-06-2618 minNGI’s Hub & FlowU.S. Natural Gas Demand Is Growing, but Will Pipeline Infrastructure Match the Pace?CEO Amy Andryszak of the Interstate Natural Gas Association of America sits down with NGI's Carolyn Davis, managing editor of News, to share the opportunities and the concerns ahead for natural gas operators. Natural gas consumption is tracking higher, with industrial, commercial and residential use growing. Data centers are on the radar, as are expanded LNG exports. The question is, can natural gas pipeline capacity keep pace in light of the regulatory hurdles operators have to jump?
2024-06-1433 minNGI’s Hub & FlowIs More Lower 48 Supply On the Horizon for U.S. Natural Gas Markets?Join NGI's Patrick Rau, senior vice president of Research & Analysis, for his quarterly review of North American natural gas earnings calls as he discusses the possibility of EQT Corp. reversing output cuts. Other factors are expected to influence markets at the start of summer, including a slowdown in merger and acquisition approvals. Plus, the latest on data center opportunities and updates on Canada and Mexico.
2024-06-0315 minBehind Clean LinesIntroduction to Behind Clean Lines | Trailer episodeBehind Clean Lines is your go-to medium for insights into food safety, hygienic manufacturing, and innovation.You'll find expert knowledge on the design process, the strategic drivers, and mind set it takes to push innovation in manufacturing for food and beverage industries forward.The topics we'll discuss include:Strategic Growth Drivers in Hygienic ManufacturingThe Role of Collaboration in Innovation for the Food IndustryProduct optimization with Hygienic Design... and much more.This podcast is brought to you by NGI.---This podcast is...
2024-05-3000 minNGI’s Hub & FlowWhat Do Mexico's Elections Mean for Its Natural Gas Market?Mexicans head to the polls this weekend in the biggest election in the country's history, with over 20,000 positions up for grabs and the near certainty that citizens will elect Mexico’s first female president. Claudia Sheinbaum of the establishment Morena party is the favorite against opposition candidate Xóchitl Gálvez. Each offers a distinct vision for the country's future. In this episode of Hub & Flow, NGI’s senior editor for Mexico and Latin America, Christopher Lenton, chats with natural gas expert Eduardo Prud'homme on both candidates' main policy positions. They also get into the energy deficits in Mexico, U.S.-M...
2024-05-2929 minNGI’s Hub & FlowAI-Intensive Data Centers -- How Much Will Natural Gas Contribute as Energy Consumption Grows?In this episode of NGI’s Hub and Flow, NGI’s Carolyn Davis, managing editor, is joined by Carson Kearl, the lead analyst for Enverus Intelligence Research about data centers and advanced energy technologies. Power generation for the energy-intensive centers is expected to grow across the Lower 48 by double-digits in the next few years, and Kearl shares recent Enverus research on the implications for the domestic natural gas market.
2024-05-2024 minBehind Clean Lines8: Future-Proofing Businesses in the Food, Bio and Pharma IndustriesIn this episode of Behind Clean Lines, host Mikkel Svold and guest Theis Philip Jensen, President of Sales at DriveTech, explore the critical topic of hygienic design in the context of food processing. We dive into the importance of hygienic solutions for safety and efficiency, particularly in the face of evolving customer needs and regulatory demands. In the episode, you’ll learn about: The significance of hygienic design in ensuring safety, especially in food processing industries.The impact of market trends and regulations on the need for hygienic solutions.DriveTech's approach to hygienic desig...
2024-05-1616 minNGI’s Hub & FlowInside the Political Firestorm: Assessing the Impacts of Biden's LNG PauseNeil Chatterjee, a former FERC chairman and commissioner, joins NGI’s Jamison Cocklin, managing editor of LNG, to discuss the political and regulatory aspects of President Biden’s pause on authorizing new liquefied natural gas export projects.
Chatterjee, currently an environmental and energy attorney at Hogan Lovells in Washington, DC, discusses the legality of the pause, the U.S. LNG review process and the deadlock at FERC that’s slowing down projects like Venture Global LNG Inc.’s CP2 facility.
2024-04-2517 minBehind Clean Lines7: Optimizing Operations: Why Chance What Works?In this episode of Behind Clean Lines, we dive into the dilemma faced by many businesses: When and why should you fix something that isn't broken? We explore the challenges companies encounter in deciding when to optimize operations and unpack the dilemmas with the help from Philip Skall Hansen, Chief Production Officer at NGI.In the episode, you’ll learn about: The philosophy behind optimization at NGIStrategies for making small adjustments and significant changes in productionBalancing automation with a focus on quality and workforceChallenges and dilemmas in deciding when to change operations
2024-04-1718 minNGI’s Hub & FlowCERAWeek and Washington: What Energy Policies Were Front and Center at Houston's Annual Industry Bonanza? -- with Chris TreanorEnergy and environmental policy expert Chris Treanor, executive director of the Partnership to Address Global Emissions (PAGE), joins NGI Senior Editor of LNG Jacob Dick to recap some of the highlights from CERAWeek by S&P Global in Houston and what could be ahead for the natural gas industry during this election year. Treanor and Dick discuss the need for constructive policies around LNG and natural gas generally, in order to meet climate goals while protecting energy security for the United States and its allies. Treanor shares his reaction to comments made by Energy Secretary Jennifer Granholm at the...
2024-04-0326 minNGI’s Hub & FlowNatural Gas Futures Broker Steve Blair’s Summer Price OutlookIn the latest episode of NGI’s Hub & Flow, NGI Senior Markets Editor Kevin Dobbs interviews Paragon Global Markets LLC’s Steve Blair, managing director of institutional energy sales.
Blair addresses production and supplies in storage, domestic weather and LNG demand, and sets the stage for the summer ahead in natural gas markets.
Blair noted that, while prices are currently suppressed following a mild winter and record production during the heating season, natural gas output in recent weeks has come off record highs. Major producers such as Chesapeake Energy and EQT Corp. h...
2024-03-2513 minNGI’s Hub & FlowWhat Would Mexico's Energy Sector Look Like Under a Xóchitl Gálvez Presidency?NGI senior editor Chris Lention interviewed Mexico energy expert Rosanety Barrios in the latest NGI podcast. Barrios is the head of the energy team for Mexican presidential candidate Xóchitl Gálvez, who remains behind in polling but is gaining ground on the establishment pick, Claudia Sheinbaum. Topics discussed included Gálvez’s plans for the energy sector, focusing on the role of natural gas. They dive into how natural gas pricing plays into energy security, as well as LNG export projects, the future of refineries and the burning of fuel oil. They discuss how Cenagas will be employed in a...
2024-03-2028 minBehind Clean Lines6: How Collaboration Drives Hygienic InnovationIn this episode of Behind Clean Lines, host Mikkel Svold explores the world of collaborations in the realm of hygienic food processing. He dives into the importance of collaboration and maintaining beneficial partnerships with external partners. Joining him is Tomas Hecht Olsen, CTO of NGI, who shares insights into NGI's approach to collaboration and innovation in research and development.In the Episode, You’ll Learn About: The significance of collaborations in driving innovation in hygienic food processing.Real-life examples of problem-solving through collaboration with external partners.Challenges faced and lessons learned in innovating hy...
2024-02-2816 minNGI’s Hub & FlowReading the Wall Street Tea Leaves: What Earnings Calls & Consensus Estimates Say About U.S. Natural GasWhat is the outlook for North American natural gas? We discuss this and more in NGI's latest podcast diving into energy company fourth quarter earnings reports, Wall Street’s consensus estimates and thoughts on the quarterly Nabors Industries Ltd. survey of major U.S. E&P customers and how predictive it is of rig counts.
2024-02-2222 minNGI’s Hub & FlowLNG in Focus: Will the Red Sea Attacks Affect Global Natural Gas Markets?Flex LNG CEO Oystein Kalleklev joins NGI's Senior LNG Editor Jamison Cocklin to discuss attacks on commercial vessels in the Red Sea and how the security situation is impacting the global natural gas market.
Flex owns a fleet of LNG carriers. The episode explores why the attacks have so far done little to disrupt LNG shipping and how that could change if they continue longer-term. Kalleklev also weighs in on the Biden administration's decision to pause U.S. export authorizations.
2024-02-1220 minNGI’s Hub & FlowWhat Does A Pause of LNG Export Authorizations Mean for U.S. Development and Supply? w/ Rapidan Energy Group's Alex MuntonAfter the Jan. 26 announcement from the Biden administration that Department of Energy authorizations for new LNG export projects will be paused for an open-ended period, speculation has swirled about what that could mean for the industry and global supply.
Rapidan Energy Group's Alex Munton joins NGI's Jacob Dick to discuss what it means, why it happens and which developing projects might be the most impacted.
2024-02-0545 minNGI’s Hub & FlowMexico's Natural Gas Imports Hot Topic in Monterrey Amid Nearshoring and U.S. Pause of Export LicensesAt a recent energy conference in the booming border town of Monterrey, NGI Mexico Senior Editor Chris Lenton was among panelists exploring the changing dynamics of the Mexico natural gas market. In this podcast, NGI North America Senior Editor Andrew Baker interviews Chris on the main takeaways from the conference from his viewpoint along with major industrialists, businessmen, traders and government officials in Mexico. They discuss the upcoming election in Mexico, the overall mood in the country, how the market has changed under the six years of President Andres Manuel Lopez Obrador, and how the U.S. pause on...
2024-02-0216 minNGI’s Hub & FlowMid-Winter Check-In: What is the State of the Natural Gas Market Following January Cold?After one of the warmest Decembers on record, Old Man Winter arrived in grand fashion in January, sending temperatures plunging and natural gas prices skyrocketing. NGI Price & Markets Editor Leticia Gonzales is joined by Senior Markets Editors Kevin Dobbs, Chris Newman and Jodi Shafto to discuss the impacts the Arctic blast had on natural gas prices, production, storage, midstream infrastructure and the power grid. Is the natural gas market prepared for another frigid spell in February? NGI's Thought Leaders share their insights on the latest winter storm and the expectations for the rest of winter in the latest episode...
2024-01-2919 minBehind Clean Lines5: Can Hygienic Design Spur Competitiveness?In this episode of Behind Clean Lines, host Mikkel Svold delves into the rapidly evolving landscape of the food sector and explores the challenges and trends shaping the industry.Joined by Niels Vindsmark Chief Commercial Officer at NGI, they discuss the imperative of future-proofing operations in the food and hygiene industries.The conversation explores topics such as transparency, shifting consumer behaviors, technological advancements, and the critical role of data in ensuring hygienic production.In the Episode, You’ll Learn About: The growing transparency in the food industry and its im...
2024-01-1717 minBehind Clean Lines4: Establishing Leadership in the Hygienic Manufacturing SectorGet ready to dive headfirst into the world of hygienic manufacturing: In this episode, host Mikkel Svold explores the significance of leadership in the hygienic manufacturing industry. Joined by Jacob Esker, President of Sales in the Americas at NGI, they discuss the role of innovation, challenges faced by industry leaders, and the impact of hygienic design on consumer confidence and brand value.In this episode you will learn about:• The importance of establishing leadership in the hygienic manufacturing market• How industry leaders differentiate themselves from regular players• The impact of cle...
2023-12-1315 minNGI’s Hub & FlowNatural Gas Price Outlook with Industry Veteran Tom SaalIn the latest episode of NGI’s Hub & Flow, NGI Senior Markets Editor Kevin Dobbs interviews Thomas Saal, senior vice president of energy at StoneX Financial.
Saal digs into supplies in storage, record production, speculators' impact, moderate winter weather-driven demand so far and LNG export activity – the myriad pieces that make up the winter supply/demand puzzle and how they may impact prices through the heating season and beyond.
Saal and Dobbs spoke shortly after the latest Energy Information (EIA) storage report was released on Thursday. EIA printed a 117 Bcf withdrawal for the week ended Dec...
2023-12-0813 minNGI’s Hub & FlowMexico’s 2024 Natural Gas Outlook Appears (Cautiously) OptimisticMexico’s demand for U.S. natural gas continues to mount, and 2024 appears no different. Following a recent cross-border conference, NGI’s Christopher Lenton and Andrew Baker read the tea leaves regarding market sentiment while diving into the various factors driving Mexico’s growing demand for U.S. natural gas, including power generation, LNG projects and nearshoring, as well as the implications of Mexico’s upcoming presidential election.
2023-12-0414 minNGI’s Hub & FlowConnections Matter: North American Natural Gas Midstream Companies Eager to Link U.S. Supply with Customers at Home, AbroadAmid an increasingly positive outlook for natural gas, North American midstream companies stand ready to connect supply with demand markets in the Lower 48 and beyond. NGI's Leticia Gonzales, Kevin Dobbs, Josiah Clinedinst and Josten Mavez discuss the slew of pipeline, gathering and processing projects planned in the U.S., as well as the natural gas pricing dynamics driving those developments and the projects that lie ahead.
2023-11-2828 minNGI’s Hub & Flow3Q23 Earnings: Has the Next Wave of E&P Mega-Mergers Begun? Plus Takeaways on U.S. LNG & An Early Look at 2024 U.S. Producer ActivityJoin NGI's Patrick Rau for his quarterly review of North America natural gas earnings calls as he discusses whether the recent ExxonMobil/Pioneer and Chevron/Hess deals have ushered in the next wave of M&A activity among larger cap E&P names, the latest on U.S. LNG and an early look at 2024 U.S. producer activity.
2023-11-1632 minBehind Clean Lines3: Knowledge Sharing in InnovationIn this episode, Mikkel Svold explores the complexities of knowledge exchange and information sharing in hygienic manufacturing and design. Joined by Theis Philip Jensen, President at DriveTech, they delve into the significance of knowledge sharing and collaboration in elevating competitive advantage for hygienic manufacturers. Discover the strategies, challenges, and practical approaches to effective knowledge sharing in the industry.In this episode you will learn about: The crucial distinction and the process required for efficient knowledge sharing in hygienic manufacturing.Exploring strategies for sharing valuable knowledge transparently while safeguarding competitive...
2023-11-1518 minNGI’s Hub & FlowAbaxx Exec Talks LNG Futures Contracts, Managing Risk Amid Growing VolatilityAbaxx Chief Commercial Officer Joe Raia joins NGI’s Senior LNG Editor Jamison Cocklin to discuss Abaxx’s ongoing efforts to launch a new commodity exchange that will list LNG, nickel and carbon futures initially.
Abaxx’s new regulated futures clearinghouse will be the first launched in over a decade. Its plans to list physically settled contracts for the three major LNG markets in Northwest Europe, North Asia and the Gulf Coast comes as the global gas market is searching for a better benchmark to manage increasing risk and volatility. Those contracts are coming closer to bein...
2023-11-0918 minBehind Clean Lines1: Strategic Drivers for Growth in the Hygienic Manufacturing SectorThe hygienic manufacturing sector is undergoing a significant transformation. In a dynamic landscape where food safety and resource optimization are paramount, the focus on hygienic design is becoming increasingly critical. But how can companies use growth trends to drive their success?In the episode, you’ll learn about: What hygienic design is and how it is a crucial factor in the food and beverage industry.Hygienic design as a global trend, that is impacting food-producing companies and machine manufacturers worldwide.How machine manufacturers must ac...
2023-10-2516 minBehind Clean Lines2: Competitive Advantage through Optimized Hygienic DesignHygienic design is a critical factor in industries where safety, efficiency, and product quality are vital. In this podcast episode, we delve into the world of hygienic design, discussing its fundamental principles, the benefits it offers, and the challenges it presents. In the episode, you’ll learn about: Hygienic Design Essentials and Common Sense in DesignCost vs. BenefitSimplifying the Process and RetrofittingTo answer these questions, we have invited Tomas Hecht Olsen, who is the chief technical officer, and also deals with research and development at NG...
2023-10-2515 minNGI’s Hub & FlowWho Will Be Mexico’s Next President? And What It Could Mean for Natural GasIn the latest podcast, NGI's Mexico Editor Christopher Lenton interviews Tony Payan, Director, Center for the United States and Mexico at Rice University’s Baker Institute for Public Policy. The focus of the podcast is on the upcoming presidential election in Mexico. The race is down to Claudia Sheinbaum of President Andrés Manuel López Obrador's Morena party and Xochitl Gálvez of the opposition coalition who is rising rapidly in polling. Who might win is the big question, but also what are their positions, and how might each differ from López Obrador? It promises to be a fasc...
2023-09-2020 minNGI’s Hub & FlowNorth American Natural Gas Price Outlook Heading into WinterIn the latest episode of NGI’s Hub & Flow, Senior Markets Editor Kevin Dobbs interviews Steve Blair, senior account executive at Marex North America LLC. Blair addresses possible production cuts, supplies in storage, weather demand, Australian LNG strikes, war in Russia and more – setting the stage for winter supply/demand and what may happen with prices through the heating season.
As Blair noted, many analysts think falling rig counts are starting to contribute to lower output estimates. At the same time, winter weather is around the corner and new LNG export facilities are poised to open soon on t...
2023-09-1515 minNGI’s Hub & FlowThe Next Wave: An Update on North American LNG ProjectsNGI LNG editors Jamison Cocklin and Jacob Dick give an update on dozens of LNG export projects that are advancing across North America. They review what’s under construction and what’s been proposed, and examine the prospects for projects that haven’t been sanctioned, as well as the challenges facing projects at all stages of development.
2023-08-2818 minNGI’s Hub & FlowU.S. Natural Gas Activity Hasn’t Bottomed Yet, but Will Need to SoonPerhaps no theme during 2Q23 North American natural gas earnings conference calls was discussed more than the need for L48 natural gas production to increase in order to service the next wave of U.S. natural gas export facilities. NGI's Patrick Rau discusses factors that may both support and impede that effort.
2023-08-1419 minNGI’s Hub & FlowPoolside Market Chat: If Record Heat Hasn’t Moved the Natural Gas Price Needle, What Will?Natural gas demand for power generation has soared to new heights this summer as record heat in June and July fueled air-conditioning consumption. LNG demand also is trending higher year/year as Freeport’s return has kept feed gas deliveries strong in spite of seasonal maintenance at other facilities. This begs the question: Why are natural gas prices in the dumps, and when can we expect the market to move closer into balance?
In this episode of the podcast, NGI Price & Markets Editor Leticia Gonzales is joined by Price Analysts Josiah Clinedinst and Josten Mavez to discuss ev...
2023-08-1023 minNGI’s Hub & FlowHigh Stakes: U.S. LNG Projects Face Uncertain Future as DOE Toughens Stance on Growing ExportsRapidan Energy Group’s Alex Munton, director of global gas service, joins NGI’s Senior LNG Editor Jamison Cocklin, to discuss how U.S. regulators are stepping up efforts to more closely scrutinize LNG export authorizations as global gas trading booms. They analyze the U.S. Department of Energy’s recent decision to more firmly impose deadlines for starting exports and establish conditions for acceptable delays. The conversation also explores how the policy has limited the path forward for Lake Charles LNG and the major hurdles it could create for about a dozen other U.S. export projects trying to mov...
2023-07-1435 minNGI’s Hub & FlowRNG, Clean Heat Policies Putting Natural Gas at Forefront of Energy TransitionNGI'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.
2023-07-0613 minNGI’s Hub & FlowSteve Blair on the State of Natural Gas MarketsNGI 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...
2023-06-2714 minNGI’s Hub & FlowWhat’s With Mexico’s Rising Natural Gas Production? A Health Assessment of Mexico’s Natural Gas Industry with CNH Commissioner Hector MoreiraIn 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.
2023-06-2216 minNGI’s Hub & FlowNGI’s Takeaways from 2022 FERC Form 552 Data – Market Share Information, How Subsectors Transact for Gas, & MoreDiving 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.
2023-06-1314 minNGI’s Hub & FlowHow 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 e...
2023-04-2410 minNGI’s Hub & Flow’Risk? What Risk?’ Understanding Global LNG Volatility with Ira JosephNGI'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.
2023-04-1722 minNGI’s Hub & FlowHow Skyrocketing Natural Gas Prices Globally Have Pushed LNG Projects Forward in Mexico & Latin AmericaNGI 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.
2023-04-1221 minNGI’s Hub & FlowHow 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.
2023-03-2917 minNGI’s Hub & FlowNGI Editors Breakdown the Highlights of CERAWeek 2023NGI 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.
2023-03-2421 minNGI’s Hub & FlowCovering a Shifting Market: A Conversation With NGI LNG Columnist Brad HitchSenior 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.
2023-03-2227 minNGI’s Hub & FlowIt’s Called the Wild West for a Reason: A Look at Record Natural Gas Prices in California and the Factors Driving ThemNGI's expert markets editor Leticia Gonzales, joined by associate editor Morgan Evans, answers some pressing questions on California's exceptionally high natural gas prices this winter, how they compare to the surrounding regions, and weather- and infrastructure-related elements that have pushed prices upward since the start of the season. Evans also discusses how these prices have caught the interest of regulators and California's consumers, and what utilities are doing to help ease the financial burden on their customers.
2023-02-2817 minNGI’s Hub & FlowNorth American Natural Gas Price OutlookNGI senior editors Andrew Baker and Kevin Dobbs discuss the outlook for North American natural gas prices in 2023. They address factors including a mild weather start to the year, robust U.S. production, the Freeport LNG outage and the potential for future increases in export capacity. Baker and Dobbs also delve into how Canada and Mexico fit into the North American supply and demand picture – from how pipeline constraints in the United States impact Canadian natural gas prices to the prospects for increased U.S. gas exports to Mexico.
2023-02-0613 minNGI’s Hub & FlowTop Trends in Latin America Energy in 2023What will be the main themes in energy in Latin America in 2023? NGI Latin America editor Christopher Lenton chats to Rice University's Francisco Monaldi about the major natural gas and oil themes from Mexico down to Argentina, in a world upended by Russia's invasion of Ukraine. Will Latin America export more LNG? Will it provide more oil barrels to the global market to replace Russian deliveries? Listen in to find out what to expect in Latin America energy in 2023.
2023-01-0520 minNGI’s Hub & FlowCould Recent Attacks on U.S. Utilities Rattle the Natural Gas Market?In the past two weeks, seven power stations have been hit by attacks. The Department of Homeland Security is considering domestic terrorist attacks intended to disrupt U.S. energy infrastructure. NGI's Senior Energy Analyst Shaylon Stolk discusses what the attacks on utilities in Washington, Oregon, and North Carolina might mean for the energy market and the natural gas industry in the political context of U.S. cooperation with Europe to address their natural gas shortages.
2022-12-0810 minNGI’s Hub & FlowExtreme Weather & Its Impact: Will Utilities’ Big Investment in Infrastructure Resilience Pay Off?The United States has already taken a $29 billion hit from extreme weather events this year. With unusual weather becoming the new normal, building energy infrastructure that can survive the onslaught has become a major priority. NGI's Senior Energy Analyst, Shaylon Stolk, discusses how utilities are trying to balance the urgent need for new energy infrastructure to meet increasing demands and the long-term necessity of heavily weatherized natural gas and power grids that can adapt to the changing climate.
2022-12-0710 minNGI’s Hub & FlowWhat Do the UK and EU’s Natural Gas Supply Hunts Say About Post-Brexit Energy Markets?As winter approaches, countries throughout Europe are struggling to fill the gap in energy supply left by Russian gas. NGI Associate Editor Jacob Dick and Sr. Energy Analyst Shaylon Stolk discuss how the post-Brexit European Union is building international alliances to meet its energy needs, and how existing political tensions within the UK might be exacerbated by the energy shortage.
2022-11-3024 minNGI’s Hub & FlowFreeport LNG UpdateNGI LNG editors Jamison Cocklin and Jacob Dick walk listeners through the latest on the Freeport LNG outage. They discuss when the terminal on the Upper Texas Coast is likely to restart operations after a June explosion knocked the LNG export facility offline, the findings of a root cause failure analysis and implications for other U.S. terminals, among other things.
2022-11-2216 minNGI’s Hub & FlowCan Natural Gas Carry the Post-Coal Electricity Market?The US coal fleet has been rapidly retiring in the past decade in favor of natural gas and shows no signs of making a comeback. NGI's Senior Energy Analyst Shaylon Stolk discusses what Europe's 2022 energy crisis can teach us about the post-coal power market and what this could mean for the future of natural gas.
2022-11-0810 minNGI’s Hub & FlowPractical Projects: What Mexico Needs to Do Now to Improve Energy Security – An Interview with Rosanety BarriosNGI Latin America editor Christoper Lenton sits down with Mexico energy expert Rosanety Barrios to talk about Mexico's natural gas market in light of global turmoil after Russia's invasion of Ukraine. They talk about how Mexico is now competing for natural gas with LNG export to Europe and Asia, the perils of energy security in the new world order, and how Mexico needs to adapt – from releasing pipeline capacity to opening more exploration rounds, from rewriting policy to progressing key infrastructure projects. With an unrivaled perspective on today’s political environment and its impact on Mexico’s energy security, they g...
2022-11-0323 minNGI’s Hub & FlowWill the Polar Vortex Disrupt Winter Gas Prices?In recent years, extreme and unusual winter weather has sent the natural gas and electricity markets into chaos, turning the Polar Vortex into an energy market boogeyman. NGI’s Senior Energy Analyst Shaylon Stolk goes back to her academic roots in climate modeling to discuss how the Polar Vortex works, how much we can predict, and how an extreme winter storm might affect this winter's natural gas marketplace.
2022-10-2210 minNGI’s Hub & FlowThe TTF, LNG Price Divide: A Conversation With Spark Commodities CEO Tim MendelssohnSpark Commodities CEO Tim Mendelssohn joins NGI’s Jamison Cocklin, editor of LNG Insight, to discuss the growing gap between the price of LNG landing in Europe and pipeline hubs on the continent like the Title Transfer Facility. The conversation also touches on proposals from European governments to develop a liquefied natural gas index and other factors currently driving the global gas market, such as record-high freight rates.
2022-10-1917 minNGI’s Hub & FlowMarket Sentiment Signals – What are the So-Called Experts Thinking? Popular Tools Used by the Natural Gas Industry to Forecast Henry Hub Prices – Tricks of the Trade Part 3Please join Patrick Rau, NGI’s Director of Strategy and Research, for the final of NGI’s three-part series on how the market analyzes and anticipates Henry Hub natural gas prices. We conclude this series by discussing signals that may yield clues to potential future price direction and volatility.
2022-10-1409 minNGI’s Hub & FlowTechnical Analysis of Natural Gas Prices: Popular Tools Used by the Market to Forecast Henry Hub Prices – Tricks of the Trade Part 2Some call technical analysis "voodoo magic," and the subject has been scorned by many market fundamentalists. Nonetheless, Natural Gas Intelligence believes there is ample evidence to suggest that technical analysis is not only used by Henry Hub futures traders, but that it can also impact natural gas prices. Join Patrick Rau, NGI’s Director of Strategy and Research, in this podcast series to learn more about some of the more popular technical tools to analyze and forecast Henry Hub natural gas prices.
2022-10-1212 min