NGI’s Hub & Flow

NGI’s Leticia Gonzales, managing director of North American natural gas pricing, is joined by Dave Marchese, CEO of Caliche Development Partners, to discuss the optimism and opportunities for natural gas storage development.

Several storage expansions are underway in the Lower 48, particularly along the Gulf Coast. A greenfield project also has received federal approval in recent days. But financing has been a struggle for some pro...

Natural Gas Supply Association President and CEO Dena Wiggins joined NGI”s Carolyn Davis, managing editor of news, to discuss the outlook this winter season for supply, demand and prices.

Based on its deep assessment of the U.S. market, NGSA expects prices to be relatively flat compared with last winter. Market pressure is being offset by record production, even on the back of strong LNG exports and rising demand from artificial in...

NGI’s managing editor of markets Kevin Dobbs joins colleague Leticia Gonzales, managing director of North American natural gas pricing, to size up the state of the U.S. natural gas market facing a demand explosion unlike anything it's seen in years.

The two break down what's driving the surge, from AI-powered data centers that could account for up to 8 Bcf/d demand by decade’s end to a massive LNG buildout adding another 15 Bcf/d...

In 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 g...

NGI’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 i...

NGI’s Jamison Cocklin, managing editor of LNG, is joined by LNG Allies CEO Fred Hutchison for a wide-ranging conversation to discuss the historic buildout of natural gas export infrastructure along the Gulf Coast.

Fifteen export terminals are operating, being commissioned or are under construction. Several more are close to moving ahead. What’s driving the momentum? Will more projects be sanctioned soon? How is the industry navig...

In 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 market...

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...

NGI 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 ...

NGI’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 le...

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 c...

NGI’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 co...

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 center...

In 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 w...

Ben 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 meth...

A 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 ma...

With 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 ...

NGI’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...

NGI’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 de...