NGI’s Hub & Flow
NGI’s Hub & Flow is a podcast for busy natural gas professionals interested in a quick take on the North American energy market. Join NGI’s trusted reporters, editors and analysts as they discuss what is driving supply and demand fundamentals, prices and movements in the natural gas and LNG markets in the U.S., Canada and Mexico.
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Mexico’s Natural Gas System Survived the Polar Vortex, but What's Next?
<p>NGI’s managing editor for Mexico, Christopher Lenton, is joined by senior editor Andrew Baker to break down the fallout from the latest polar vortex and how Mexico’s natural gas system managed to keep the lights on despite “astronomical” price spikes and U.S. production shut-ins. Lenton, fresh from an industry summit in Monterrey, explains why Mexico’s gas demand remains remarkably inelastic even when the U.S. market descends into chaos.</p> <p>The discussion explores the evolving regulatory landscape under President Claudia Sheinbaum, contrasting her “technocratic” and state-led approach with the uncertainty of the previous administration. Lenton and Bak...
Insider Secrets and Infrastructure Squeezes: Jay Bhatty on Striking it Rich in NatGas
<p>The natural gas market is evolving faster than the pipes can keep up, creating a high-stakes environment where infrastructure is king. Jay Bhatty, founder of NatGasHub.com and author of Nat Gas Million$: Insider Secrets To Striking It Rich, joins NGI’s Chris Lenton and senior editor Andrew Baker to pull back the curtain on the world of energy trading and the "unsung heroes" of gas scheduling. Bhatty breaks down how the disconnect between surging demand, driven by LNG exports and the data center boom, as well as how limited pipeline capacity is creating massive opportunities for those who co...
Will the Henry Hub Premium Hold? A 2026 Natural Gas Outlook
<p>In this strategic outlook for the year ahead, NGI's Christopher Lenton, managing editor of Mexico, and Patrick Rau, senior vice president of research and analysis, sit down to discuss the natural gas market in a shifting supply landscape. </p> <p>While industry sentiment is overwhelmingly bullish, the discussion explores a critical tension: Can a 6% Henry Hub price premium survive the current storage surplus on top of the unpredictability of winter weather? From the massive growth in LNG exports to the regulatory hurdles facing data center expansion, the conversation delves into whether North American producers can ramp up production in ti...
Energy Industry to Thrive in ‘26 on Technology and Innovation, Says Deloitte Expert
<p>As the new year dawns, the U.S. energy industry is facing a complex future, filled with opportunities for extending LNG exports, advancing power solutions and building infrastructure. Deloitte’s Kate Hardin joined NGI’s Carolyn Davis, managing editor-news, to offer insight about the firm’s 2026 oil and gas forecast. </p> <p>It’s innovation that will guide the future, Hardin said. This is the beginning of an exciting year for the oil and gas industry, as it continues expanding efficiencies and improving technologies. </p> <p>Could natural gas prices strengthen? Will utilities advance more natural gas-fired capacity? What about regu...
Coldest December in Over a Decade? Kyle Cooper on What it Means for Natural Gas
<p>The heating season is off to a roaring start, with forecasters calling for one of the chilliest Decembers in recent memory. IAF Advisors owner Kyle Cooper joins NGI senior editor Andrew Baker to discuss the implications for natural gas supply, demand and prices as winter gets underway. Cooper breaks down how soaring heating demand could rapidly deplete natural gas inventories, and send already elevated gas prices even higher.</p> <p>He cites the example of last winter, a normal one by historical standards, that nonetheless triggered a massive pull on storage in January. Cooper also discusses the impacts of...
Industry Veteran Charif Souki Breaks Down the New Global Energy Order With U.S. LNG Dominance at the Forefront
<p>NGI’s Jacob Dick, senior editor of LNG, sits down with Charif Souki, co-founder of Cheniere Energy Inc. and a pioneer of the U.S. LNG industry, to discuss how the critical transformation of the U.S. natural gas industry that turned the country into the world’s largest LNG exporter is reshaping global markets. Souki examines how the shale revolution, technological advances and massive resource discoveries transformed U.S. production and unlocked decades of low-cost supply. </p> <p>He also notes that LNG demand has created new challenges for producers, who now depend on export markets as physical gas c...
‘Elevated Risk’ This Winter? A Look at the Gas Equation for Demand, Storage and Prices With Andy Huenefeld
<p>Winter is coming, and so are the big questions for natural gas. From near-record storage levels and shifting weather models to surging LNG exports and price volatility, the natural gas market is facing one of its most complex setups in years. To help sort through it all, Andy Huenefeld, a seasoned energy market analyst with Pinebrook Energy Advisors and managing partner at the firm, joins NGI’s Jodi Shafto, senior markets editor, to discuss the major market drivers that could send natural gas prices soaring this winter heating season.</p>
Is the U.S. LNG Market Getting Too Crowded? – A Deep Dive With Poten’s Jason Feer
<p>Poten & Partners’ Jason Feer, global head of business intelligence, joins NGI’s Jamison Cocklin, managing editor of LNG, to discuss how the rapid North American LNG export growth could slow down projects still in the development phase. They explore whether potential project delays could slow an expected LNG supply glut later in the decade, as well as how long oversupply could affect the natural gas market. Cocklin and Feer also discuss implications of the supply glut on U.S. natural gas prices and on global benchmarks, and how foreign offtakers could react to shifting prices. In the wake of six...
How Trump 2.0, Tariffs, and the LNG Boom Could Reshape Global Gas With Rapidan’s Alex Munton
<p>NGI’s managing editor of Mexico, Christopher Lenton speaks with Alex Munton, global gas and LNG research lead at Rapidan Energy Group, about how the Trump administration is impacting North American natural gas markets. Munton highlights that while the industry welcomes a more favorable policy environment, rising costs are weighing heavily on upstream activity. This makes for a more complex dynamic for natural gas even as LNG demand surges.</p> <p>Munton also explains that the United States faces the daunting task of boosting production by roughly 20 Bcf/d to meet booming LNG exports and rising power demand. Against th...
Is Latin America the Next Frontier for Global Natural Gas Investment?
<p>In the latest episode, NGI’s Christopher Lenton, managing editor for Mexico and Latin America, sits down with Rystad Energy partner Schreiner Parker to unpack how shifting U.S.–Latin America relations and regional politics are shaping the future of the oil and gas sector. From Mexico’s evolving import trends and Argentina’s LNG ambitions, to new opportunities emerging in Bolivia and Venezuela’s ongoing geopolitical tensions, they look into how capital flows, policy, and market fundamentals are converging across the region. </p>
