NGI’s Hub & Flow

The market certainly thinks U.S. natural gas price volatility is here to stay; and given structural changes from tightening supply/demand fundamentals, international developments, and policy changes in the U.S., we very much agree. Join NGI's Patrick Rau as he breaks down the main fundamental contributors behind current and expected future U.S. natural gas price volatility.

NGI's Leticia Gonzales is joined by RBN Energy managing editor Sheetal Nasta to discuss the record high prices seen this summer in the U.S. Southeast. From robust power burns to tight pipeline capacity, as well as what may lie ahead in the coming months, Leticia and Sheetal lay it all out in the latest episode of NGI's Hub & Flow.

The US Transportation Security Administration (TSA) recently revised and reissued its cybersecurity requirements for natural gas and oil pipeline owners and operators. Emily Mallen, a Washington, DC-based pipeline regulatory attorney in the Energy Practice of the global law firm Sidley Austin LLP tells NGI's Matthew Veazey what the changes could mean for pipeline companies.

NGI Price & Markets Editor Leticia Gonzales is joined by Haynes & Boone partner Diana Liebmann to discuss the record hot summer Texas is experiencing and how the electric grid monitor is coping. In the aftermath of Winter Storm Uri, have the changes implemented by the Electric Reliability Council of Texas helped improve reliability? Listen now.

Paul Cicio, CEO of the Industrial Energy Consumers of America (IECA), joins Jamison Cocklin, NGI’s senior editor of LNG, to discuss the role that rising LNG exports have had in pushing U.S. natural gas prices higher. IECA represents thousands of energy-intensive facilities across the country. The organization has been working for years to curb the rapid pace of LNG export growth as the manufacturing sector faces rising prices and stronger competition from overseas.

PwC US recently released its midyear outlook for natural gas and oil dealmaking, and the firm anticipates more activity on that front. NGI Associate Editor Matthew Veazey chats with PwC's Seenu Akunuri about investors' growing appetite for traditional oil and gas deals. Moreover, Akunuri outlines what goes on in deals involving public and private companies, recent trends, and what to watch through at least mid-2023.

Global eyes are on Mexico’s Pacific Coast as LNG liquefaction projects progress to export U.S.- sourced natural gas. In this episode of Hub & Flow, NGI’s Mexico & Latin America editor Christopher Lenton is joined by Mexico Pacific Limited Chief Commercial Officer Sarah Bairstow to talk about their LNG export project in Mexico’s Sonora State, growing demand for natural gas and the opportunities that creates for Mexico as a budding LNG export country.

In this latest installment of Hub & Flow, Senior Markets Editor Kevin Dobbs delves into NGI's quarterly natural gas marketer rankings, looking ahead to assess the natural gas supply/demand picture for the balance of 2022. Top North American natural gas marketers collectively boosted sales volumes in 1Q2022, gaining ground amid robust domestic activity and an acceleration of global demand for exports of LNG, according to NGI’s quarterly tally.

The war in Ukraine has completely upended the global energy system. Still, companies, governments and investors continue to charge ahead with renewable energy plans -- including renewable natural gas and hydrogen -- in the quest to bring down emissions and meet net zero targets. In this episode of Hub & Flow, NGI senior editor Chris Lenton talks to NGI senior analysts Shaylon Stolk and Josten Mavez about the renewable energy landscape and how natural gas fits into the mix.

Lithium is one of the key raw materials in the energy transition, and it is a byproduct of oil and gas production – a component of the salty brines that accompany hydrocarbon production. The oil and gas industry is increasingly exploring how to extract lithium from produced water. As oil and gas producers contemplate becoming lithium producers as well, raw materials traceability via digitized supply chains is receiving more attention from the extractive industries as well as manufacturers and governments. In this installment of NGI's Hub & Flow podcast, Jess Green of UK-based Circulor talks to NGI Associate Editor Matthew Veazey about the growing importance of traceability along the supply chain for lithium from the standpoint of environmental, social, and governance – or ESG – compliance.