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You Can Visit All Seven Continents. But Should You? 26:46

cách đây 15 ngày trước26:46

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For many travelers, Antarctica is a bucket-list destination, a once-in-a-lifetime opportunity to touch all seven continents. In 2023, a record-breaking 100,000 tourists made the trip. But the journey begs a fundamental question: What do we risk by traveling to a place that is supposed to be uninhabited by humans? And as the climate warms, should we really be going to Antarctica in the first place? SHOW NOTES: Kara Weller: The Impossible Dilemma of a Polar Guide Marilyn Raphael: A twenty-first century structural change in Antarctica’s sea ice system Karl Watson: First Time in Antarctica Jeb Brooks : 7 Days in Antarctica (Journey to the South Pole) Metallica - Freeze 'Em All: Live in Antarctica Learn about your ad choices: dovetail.prx.org/ad-choices…

NGI’s Hub & Flow

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NGI’s Hub & Flow is a podcast for busy natural gas professionals interested in a quick take on North American energy markets. Join Natural Gas Intelligence’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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NGI’s Hub & Flow

updated cách đây 15 ngày trước

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101 tập

#Business #News #NGI: Natural Gas Intelligence

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NGI’s Hub & Flow

1
Will Rising NatGas Prices Drive Production to Meet LNG Demand – or Will the Supply Squeeze Tighten? With East Daley's Jack Weixel 28:53

cách đây 15 ngày trước28:53

28:53

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 how volatility may be here to stay.…

NGI’s Hub & Flow

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Is North American LNG on the Cusp of a New Boom? — an Interview With Sergio Chapa 21:51

cách đây 21 ngày trước21:51

21:51

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 States impact natural gas supply and demand? How about Mexico projects sourcing U.S. gas? When are major projects like Plaquemines and Corpus Christi Stage 3 ramping up? What about Argentina's LNG ambitions? Lenton and Chapa get to the bottom of all of this and more.…

NGI’s Hub & Flow

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The State of Natural Gas Supply/Demand and Price Implications 19:27

cách đây 26 ngày trước19:27

19:27

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 demand drivers, including swelling calls by LNG facilities for feed gas and a growing number of data centers with robust energy needs. Rau and Dobbs tie together supply and demand and how the various puts and takes could line up to impact natural gas prices this year and beyond.…

NGI’s Hub & Flow

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Mind the Gap: Widening Natural Gas Storage Deficits Create Urgent Summer Challenge 21:33

cách đây 7 weeks trước21:33

21:33

After back-to-back warm winters, this year’s brutally cold showing has rapidly depleted Lower 48 natural gas inventories, flipping them from surplus to deficit and creating a challenging outlook for the upcoming injection season. With storage now sitting below five-year averages and record LNG exports consuming more supply, the market faces a steeper climb to rebuild stocks amid caution by producers to bring on more supply. A hot summer could siphon gas away from injections to make the task harder. NGI’s Leticia Gonzales, managing director of North American natural gas pricing, and senior markets editor Chris Newman examine the market’s dramatic shift from surplus to deficit, producers’ restraint despite higher prices, and the impact of structural LNG demand growth on domestic markets. They also look ahead to how the evolving market fundamentals could shape gas prices through summer and into winter 2025/26.…

NGI’s Hub & Flow

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How Will the Trump Administration Impact the Global Natural Gas Market? A Deep Dive With Ed Crooks 32:58

cách đây 8 weeks trước32:58

32:58

NGI’s Christopher Lenton, managing editor for Mexico speaks to Wood Mackenzie vice chair for the Americas Ed Crooks on the swirl of executive orders signed by President Trump and how they are impacting natural gas fundamentals. Crooks delves into the outlook for the North American natural gas market and the impacts from tariffs, both those deemed certain and levies yet unknown. The discussion also covers oncoming LNG supply, and U.S. trade relations with Canada and Mexico, coal-to-gas switching, the recent slowing trend of an energy transition to renewables and how changing rules are being felt in the natural gas market. Crooks explains whether the United States is experiencing an “energy emergency” – or if it is about to be as artificial intelligence comes online.…

NGI’s Hub & Flow

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Cracking the Case: How Experts Are Measuring Litigation Risk for LNG Projects 27:00

cách đây 9 weeks trước27:00

27:00

After a year of regulatory slowdowns for LNG projects, the Trump administration has come in with agency shakeups, policy changes and executive orders. What does it mean for U.S. LNG project development and future natural gas demand? NGI’s senior LNG editor Jacob Dick interviews Arbo’s Tom Sharp, director of permitting intelligence, about what is happening on the regulatory front and why litigation risk still looms large for some LNG export projects.…

NGI’s Hub & Flow

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Will Natural Gas Supply Rise for Trump’s ‘Energy Emergency?’ Jury Still in Session 20:23

cách đây 10 weeks trước20:23

20:23

Despite talk of an energy emergency and regulations that have impeded resource development, U.S. producers have been pumping out more natural gas than ever. However, production levels have shifted widely in recent years, sinking between 2023 and 2024 and now rising again. What will 2025 bring for U.S. natural gas supply? NGI’s Leticia Gonzales, managing director of North American natural gas pricing, and senior markets editor Jodi Shafto delve into the production situation. They discuss recent production trends and the driving forces behind them, what may lie ahead for some of the biggest production basins and the impacts to natural gas prices amid continued capital discipline and drilling efficiencies.…

NGI’s Hub & Flow

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Flooding the Zone: Can Trump's Executive Orders Jumpstart Stalled U.S. LNG Projects? 23:16

cách đây 11 weeks trước23:16

23:16

Get up to date on the implications of President Trump’s wave of executive orders (EO), including one to restart approvals of LNG export projects, with NGI’s Jamison Cocklin, managing LNG editor, and Jacob Dick, senior LNG editor. The two break down a list of projects that could ultimately move forward as a result of the EO. They also review the challenges that remain for LNG projects working to reach a final investment decision. The discussion also examines how a study released by the Biden administration has slowed down President Trump's efforts to fast-track projects and how the new administration is addressing it.…

NGI’s Hub & Flow

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How Are Natural Gas Markets Faring in the Kick-Off to 2025? Storage Shrinking, Demand Surging & Prices Elevated 13:07

cách đây 13 weeks trước13:07

13:07

As chilly winter weather took hold of the Lower 48 to start 2025, natural gas cash prices held in a volatile pattern, but they were still elevated compared with winter 2023/24. NGI senior markets editors Andrew Baker and Kevin Dobbs delve into the supply situation – from shrinking storage surpluses to wellhead freeze-offs – and how new LNG demand is factoring into the equation. Plus, as a new presidential administration takes the helm, Baker and Dobbs preview what could be in store for North American natural gas markets if tariffs become law of the land.…

NGI’s Hub & Flow

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What’s the Winter Outlook for Natural Gas Prices? 14:25

cách đây 19 weeks trước14:25

14:25

Dive into the balance of winter price forecast as NGI’s Kevin Dobbs, senior markets editor, interviews Paragon Global Markets LLC’s Steve Blair, managing director of institutional energy sales. The two discuss the winter ahead in natural gas markets and explore the potential price catalysts. Blair covers the strengthening production and stout storage situation, as well as domestic weather in LNG demand. He also addresses potential wild cards for 2025, including the ongoing buildout of the U.S. export complex and the incoming Trump administration’s plans for steep new tariffs on imports from Canada and Mexico.…

NGI’s Hub & Flow

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An Investor's Perspective on How Natural Gas Will Fare Against Competing Energy Options Over the Coming Decade 29:12

cách đây 20 weeks trước29:12

29:12

Natural gas demand continues to defy forecasts calling for renewables to halt the fuel's growth in the Lower 48. That’s no surprise to one clean energy investor, Prithvi Ventures’ Rakesh Radhakrishnan, who spoke with NGI’s senior markets editor Chris Newman about how lifecycle costs and other factors would continue to play a huge role in decision making for power resources.…

NGI’s Hub & Flow

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$66 Billion-Plus Question: How Will U.S.-Mexico Natural Gas Trading Evolve When the Sheinbaum Administration Meets (Another) Trump Presidency? 19:17

cách đây 21 weeks trước19:17

19:17

Mexico is the United States’ largest trading partner, with about 75% of the country’s natural gas originating from the Lower 48 states. Cross-border energy trade in 2023 reached $66.5 billion, and imports of U.S. natural gas have increased for years as Mexico’s domestic production has decreased. With Mexico President Sheinbaum’s recent inauguration, however, the role of state-owned energy companies has been put in question. Now, with former President Trump’s re-election, NGI’s Andrew Baker, senior editor, sits down with Christopher Lenton, senior editor for Mexico and Latin America, to discuss how the cross-border energy trade may evolve. Baker and Lenton dive into the implications for Mexico’s export projects should Trump reverse the Biden administration’s LNG permit pause, as well as the outlook for natural gas demand in both Mexico and the United States as nearshoring and power generation needs evolve.…

NGI’s Hub & Flow

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Pipelines on Water: Why Have LNG Freight Rates Plunged, and When Will They Come Up for Air? 15:42

cách đây 22 weeks trước15:42

15:42

Spark Commodities CEO Tim Mendelssohn joins NGI's managing editor of LNG, Jamison Cocklin, to discuss how bearish market fundamentals have been driving down freight rates for LNG cargoes. A “massive vessel oversupply,” combined with delays in U.S. LNG export projects, has pushed freight rates well below market expectations. Mendelssohn explains why these rates could remain low for the foreseeable future and explores the potential implications for the LNG shipping market as new export facilities come online in the years to come.…

NGI’s Hub & Flow

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Unpacking the Election: What's at Stake for U.S. LNG 16:18

cách đây 25 weeks trước16:18

16:18

NGI LNG editors Jamison Cocklin and Jacob Dick discuss the upcoming election and what a Harris or Trump presidency could mean for the U.S. LNG sector. They explore how either candidate may approach new export projects after a lengthy pause on authorizations that was imposed by the Biden administration. The conversation also focuses on Trump's tariff proposals and a potential trade war with China, as well as how down-ballot races could impact U.S. exports.…

NGI’s Hub & Flow

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The Gulf Coast Is Leading the Race to Trap and Store Emissions from Natural Gas and Oil as Supermajors Bankroll Mega Projects 30:20

cách đây 26 weeks trước30:20

30:20

An "impressive" 500 million tons/year of capacity for carbon capture utilization and sequestration (CCUS) projects in the United States are on the drawing board, designed to trap emissions from natural gas and oil projects. Those ambitions, though, have been tempered by uncertainties that include permitting challenges and public opposition. NGI's Carolyn Davis, managing editor of news, discussed the status of the domestic CCUS sector with Enverus Intelligence Research's CCUS expert Graham Bain, who leads the subsurface group for the energy transition team. The supermajors – including ExxonMobil, Chevron Corp., Equinor SA and TotalEnergies SE – are bankrolling several big projects, mostly in Louisiana and Texas. As Bain explained, if all the U.S. projects now in the queue were to be sanctioned, it would require an overall investment of $73 billion, with nearly one-half poured into carbon technologies and nearly one-third into carbon dioxide pipelines. The challenges are big, but the opportunities are too, he explains.…

NGI’s Hub & Flow

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Natural Gas Advisor Andy Huenefeld’s Outlook for Winter Prices, Supply and Demand 19:58

cách đây 27 weeks trước19:58

19:58

NGI senior markets editor Jodi Shafto interviews Andy Huenefeld, managing partner at Pinebrook Energy Advisors and contributor to The Energy Buyers Guide report. Huenefeld discusses key factors for the Lower 48 winter heating season that begins on Nov. 1.

NGI’s Hub & Flow

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What is Claudia Sheinbaum's Natural Gas and Energy Plan? A Look Ahead to the Next Six Years in Mexico 31:03

cách đây 30 weeks trước31:03

31:03

NGI’s Christopher Lenton, senior editor for Mexico & Latin America, sits down with one of the leading voices in Mexico's energy sector and the former head of Comisión Reguladora de Energía, Guillermo García Alcocer. The two discuss what could be on the horizon as Claudia Sheinbaum takes the presidential office in Mexico on Oct. 1, including potential shifts in Mexico’s energy regulatory bodies. In addition, with the Sheinbaum administration’s plans for transitioning Mexico’s electric generation mix coming to a head with rising energy demand, García Alcocer explains what could be required of both domestic natural gas supplies as well as U.S. imports. How could Mexico’s electricity, exploration and production, and LNG sectors be impacted by nearshoring? How could Mexico’s relationship with the United States be impacted as the two work to build their economies?…

NGI’s Hub & Flow

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Could Lower 48 E&Ps Break Out of Maintenance Mode in 2025? Plus the Latest Update on Natural Gas Demand for Data Centers 15:18

cách đây 32 weeks trước15:18

15:18

With natural gas prices having hovered around $2/MMBtu through much of 2024, NGI’s Pat Rau, senior vice president for Research & Analysis, delves into what may happen with producer activity moving into next year. Publicly traded producers have been on a tight leash the last five years in terms of production growth, he notes. With new LNG export capacity around the corner, however, publicly traded Lower 48 exploration and production (E&P) firms may push annual gas production above 5% year/year growth in 2025. Rau highlights other key developments at the end of 2024, particularly for Permian Basin E&Ps. Meanwhile, as discussions on artificial intelligence-driven data centers turned the tide on estimates for peak natural gas-fired generation earlier this year, Rau covers the latest prognostications for the emerging demand source.…

NGI’s Hub & Flow

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What Lies Ahead: Why Project Delays, Regulatory Hurdles May Not Hamper U.S. LNG Development With Baker Botts’ Jason Benn 31:29

cách đây 34 weeks trước31:29

31:29

From rising costs, construction delays and an increasing number of regulatory hurdles, U.S. LNG projects have seen a bevy of challenges this year, but how impactful really are the new obstacles? Baker Botts' Jason Bennett, department chair of global projects and co-chair of energy, discusses the near-term global natural gas market dynamics and domestic policies shaping the development of U.S. liquefied natural gas export capacity with NGI's Senior LNG Editor Jacob Dick. Despite rising complications, there is still strong demand for LNG, according to Bennett. One way or another, buyers will seek to fill LNG demand – and the U.S. natural gas market remains a strong supplier.…

NGI’s Hub & Flow

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What’s Next for the LNG Market? A Look Ahead After an Unprecedented Stretch of Events 26:29

cách đây 35 weeks trước26:29

26:29

Susan Sakmar, a visiting law professor at the University of Houston Law Center and board member at Flex LNG Ltd., joins NGI’s LNG Managing Editor Jamison Cocklin to discuss the state of the global natural gas market as summer nears an end. The two review geopolitical tensions and supply security issues that are likely to factor heavily into the liquefied natural gas market this winter heating season. The conversation covers the recent court decision impacting Rio Grande and Texas LNG projects that could have far-reaching impacts for other export terminals under development. Sakmar and Cocklin also discuss some of the key events that have shaped the market in recent years, and how they are likely to influence its future.…

NGI’s Hub & Flow

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How Long Will U.S. Natural Gas Prices Stay This Low? 24:03

cách đây 38 weeks trước24:03

24:03

Halfway through the summer, U.S. natural gas prices have struggled to gain momentum. NGI's team of markets reporters discuss the supply and demand factors at play in the market, and where natural gas prices may be heading into the winter and beyond.

NGI’s Hub & Flow

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In The Eye of The Storm: North American LNG Stunted, but Raring to Go 23:52

cách đây 40 weeks trước23:52

23:52

Poten & Partners LNG industry analyst Sergio Chapa sits down with NGI’s Christopher Lenton, senior editor for Mexico & Latin America, to survey the current North American liquefied natural gas industry scene. They talk through the impacts of former Hurricane Beryl on Gulf Coast infrastructure. Chapa and Lenton also discuss the state of the Biden administration’s pause on U.S.-based LNG export projects and the implications for international competitors. Has the pause given impetus to other projects? How are Mexico LNG projects advancing in the wake of the regulatory back-and-forth?…

NGI’s Hub & Flow

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U.S. Natural Gas Demand Is Growing, but Will Pipeline Infrastructure Match the Pace? 33:25

cách đây 45 weeks trước33:25

33:25

CEO Amy Andryszak of the Interstate Natural Gas Association of America sits down with NGI's Carolyn Davis, managing editor of News, to share the opportunities and the concerns ahead for natural gas operators. Natural gas consumption is tracking higher, with industrial, commercial and residential use growing. Data centers are on the radar, as are expanded LNG exports. The question is, can natural gas pipeline capacity keep pace in light of the regulatory hurdles operators have to jump?…

NGI’s Hub & Flow

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Is More Lower 48 Supply On the Horizon for U.S. Natural Gas Markets? 15:18

cách đây 46 weeks trước15:18

15:18

Join NGI's Patrick Rau, senior vice president of Research & Analysis, for his quarterly review of North American natural gas earnings calls as he discusses the possibility of EQT Corp. reversing output cuts. Other factors are expected to influence markets at the start of summer, including a slowdown in merger and acquisition approvals. Plus, the latest on data center opportunities and updates on Canada and Mexico.…

NGI’s Hub & Flow

1
What Do Mexico's Elections Mean for Its Natural Gas Market? 29:27

cách đây 47 weeks trước29:27

29:27

Mexicans head to the polls this weekend in the biggest election in the country's history, with over 20,000 positions up for grabs and the near certainty that citizens will elect Mexico’s first female president. Claudia Sheinbaum of the establishment Morena party is the favorite against opposition candidate Xóchitl Gálvez. Each offers a distinct vision for the country's future. In this episode of Hub & Flow, NGI’s senior editor for Mexico and Latin America, Christopher Lenton, chats with natural gas expert Eduardo Prud'homme on both candidates' main policy positions. They also get into the energy deficits in Mexico, U.S.-Mexico natural gas trade, and what the country’s gas market could look like under the potential future administrations, along with a lot more.…

NGI’s Hub & Flow

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AI-Intensive Data Centers -- How Much Will Natural Gas Contribute as Energy Consumption Grows? 24:10

cách đây 48 weeks trước24:10

24:10

In this episode of NGI’s Hub and Flow, NGI’s Carolyn Davis, managing editor, is joined by Carson Kearl, the lead analyst for Enverus Intelligence Research about data centers and advanced energy technologies. Power generation for the energy-intensive centers is expected to grow across the Lower 48 by double-digits in the next few years, and Kearl shares recent Enverus research on the implications for the domestic natural gas market.…

NGI’s Hub & Flow

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Inside the Political Firestorm: Assessing the Impacts of Biden's LNG Pause 17:45

cách đây 52 weeks trước17:45

17:45

Neil Chatterjee, a former FERC chairman and commissioner, joins NGI’s Jamison Cocklin, managing editor of LNG, to discuss the political and regulatory aspects of President Biden’s pause on authorizing new liquefied natural gas export projects. Chatterjee, currently an environmental and energy attorney at Hogan Lovells in Washington, DC, discusses the legality of the pause, the U.S. LNG review process and the deadlock at FERC that’s slowing down projects like Venture Global LNG Inc.’s CP2 facility.…

NGI’s Hub & Flow

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CERAWeek and Washington: What Energy Policies Were Front and Center at Houston's Annual Industry Bonanza? -- with Chris Treanor 26:30

cách đây 1 year trước26:30

26:30

Energy and environmental policy expert Chris Treanor, executive director of the Partnership to Address Global Emissions (PAGE), joins NGI Senior Editor of LNG Jacob Dick to recap some of the highlights from CERAWeek by S&P Global in Houston and what could be ahead for the natural gas industry during this election year. Treanor and Dick discuss the need for constructive policies around LNG and natural gas generally, in order to meet climate goals while protecting energy security for the United States and its allies. Treanor shares his reaction to comments made by Energy Secretary Jennifer Granholm at the conference, as well as his thoughts on the Biden administration’s pause of LNG export approvals.…

NGI’s Hub & Flow

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Natural Gas Futures Broker Steve Blair’s Summer Price Outlook 13:54

cách đây 1 year trước13:54

13:54

In the latest episode of NGI’s Hub & Flow, NGI Senior Markets Editor Kevin Dobbs interviews Paragon Global Markets LLC’s Steve Blair, managing director of institutional energy sales. Blair addresses production and supplies in storage, domestic weather and LNG demand, and sets the stage for the summer ahead in natural gas markets. Blair noted that, while prices are currently suppressed following a mild winter and record production during the heating season, natural gas output in recent weeks has come off record highs. Major producers such as Chesapeake Energy and EQT Corp. have publicly announced efforts to scale back production to align supply/demand. Forecasts, meanwhile, point to another hot summer. Longer term, LNG export facilities are poised to open soon on the Gulf Coast to meet growing global gas needs. Should demand rise in parallel with lower production, markets could rally. Blair and Dobbs delve into the state of natural gas markets.…

NGI’s Hub & Flow

1
What Would Mexico's Energy Sector Look Like Under a Xóchitl Gálvez Presidency? 28:53

cách đây 1 year trước28:53

28:53

NGI senior editor Chris Lention interviewed Mexico energy expert Rosanety Barrios in the latest NGI podcast. Barrios is the head of the energy team for Mexican presidential candidate Xóchitl Gálvez, who remains behind in polling but is gaining ground on the establishment pick, Claudia Sheinbaum. Topics discussed included Gálvez’s plans for the energy sector, focusing on the role of natural gas. They dive into how natural gas pricing plays into energy security, as well as LNG export projects, the future of refineries and the burning of fuel oil. They discuss how Cenagas will be employed in a new government, including open access policies, the transformation of the state companies CFE and Pemex, jump-starting Mexico's natural gas production, and ultimately what Barrios would prioritize if she were to become Mexico's next Energy Minister.…

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