NGI’s Hub & Flow

NGI 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.

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. 

NGI 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 get to the bottom of the reality of Mexico's current natural gas market.

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.

Spark 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.

Please 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.

Some 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.

Trying to understand where the price of natural gas at the Henry Hub is headed? We at Natural Gas Intelligence have covered the North American natural gas market since the early 1980s, and have learned a thing or two about how the market analyzes and forecasts Henry Hub prices. While this discussion is not a price forecast on our part, we believe it can help you better frame your approach going forward. Join Patrick Rau, NGI’s Director of Strategy and Research, on episode 83 of NGI’s Hub & Flow podcast to learn more about what to watch when analyzing the North American natural gas market.

Will natural gas have a place at the energy matrix table for the next century? Episode 82 of NGI’s Hub & Flow podcast features NGI Senior Markets Editor Kevin Dobbs interviewing Liberty Energy CEO Chris Wright, who is bullish on natural gas demand for many years to come. Against that backdrop, Wright shares why he thinks robust natural gas demand will endure and why the “energy transition,” in his view, is not really a transition at all – but rather a gradual shift to more varied sources of energy that could take centuries to fully develop.

Pressure from regulators and investors has the natural gas industry scrambling to meet new environmental standards and net-zero emissions goals. Many new technologies and services are claiming to help, but do they work? NGI’s Senior Energy Analyst Shaylon Stolk dives into which decarbonization methods being marketed to the natural gas industry might provide surprise economic benefits, and which ones are just hot air.