NGI’s Hub & Flow

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 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.

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. 

NGI'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.

NGI 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.

Senior LNG Editor Jamison Cocklin and Associate LNG Editor Jacob Dick discuss the downward trend of European and Asian natural gas during the start of the year. They also talk about the implications of mild winter weather, strong gas storage levels and low prices on global LNG markets, including U.S. terminal contracting.

What 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.

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.

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.

The world can't get U.S. LNG fast enough, but several major potential onshore U.S. liquefaction projects are saying not so fast, and are pushing out their potential FID dates. We believe there are a number of factors behind this, including the potential rise of Fast LNG.