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NGI’s Hub & Flow Podcast

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

Listen to prior Episodes & Subscribe to NGI’s Hub and Flow using the podcast platform of your choice:

April 7, 2021

Alex Dewar, senior director of the Boston Consulting Group’s Center for Energy Impact joins NGI’s LNG Insight Editor Jamison Cocklin to discuss the rapid pace of efforts to decarbonize the global natural gas market. The conversation especially focuses on the opportunities these trends are creating for U.S. players to innovate and stand out in the highly competitive international export market.

March 29, 2021

Overall, the leading natural gas marketers in North America collectively posted lower 4Q2020 sales volumes when compared with the year-earlier quarter, extending a streak of declining or flat year/year results that dates to mid-2019. NGI’s latest Top North American Natural Gas Marketers rankings show that several of the largest gas marketers reported declines for the latest quarter, led lower by production cuts in response to the coronavirus pandemic. Kevin Dobbs, NGI associate markets editor, and Patrick Rau, NGI’s director of strategy and research, dig into the drivers of those decreases and what 2021 may hold for natural gas volumes.

March 8, 2021

After a deep winter freeze that crippled Texas’ energy infrastructure, there are brighter days ahead for the natural gas market as export demand looks to remain strong and a rapid depletion in U.S. storage necessitates a strong refill this summer. NGI Price & Markets Editor Leticia Gonzales discusses what lies ahead for the U.S. gas market this spring and summer.
February 4, 2021

In the latest Hub & Flow podcast NGI Senior Editor Christopher Lenton speaks to long time Mexico energy expert David Rosales. They discuss the recently released Prodesen plan by Mexico’s energy ministry, as well as the new bill to change the power market in Mexico, and how all of this impacts the natural gas market in the country, including growing imports from the United States.

January 27, 2021

A look at the historic rally in Asia’s LNG prices this winter and how it might impact the global natural gas market going forward.

January 19, 2021 

After a tumultuous year plagued by steep losses and low throughput, oil and gas midstream companies are poised for a comeback in 2021. NGI Senior Editor/Markets Leticia Gonzales provides a snapshot on what you can expect to hear from midstreamers as fourth quarter earnings season kicks off this week.

December 23, 2020

Kevin Dobbs, associate markets editor with Natural Gas Intelligence, and Patrick Rau, NGI’s director of strategy and research, discuss the results of NGI’s third quarter Top North American Natural Gas Marketers rankings.

December 19, 2020
NGI’s Leticia Gonzales chats with technology whiz and market analyst Nate Harrison, who sheds some light on the perceived toilet paper shortage of 2020 and the similarities observed in the natural gas market.
December 3, 2020
Join NGI’s LNG Insight Senior Editor Jamison Cocklin as he gives an overview of the factors influencing the LNG market as colder weather sets in across the Northern Hemisphere and a look at what could be ahead for the industry further into 2021.

November 23, 2020
Want to know what management and analysts focused on with regard to LNG this earnings season? Join NGI’s Director of Strategy & Research Patrick Rau, as he reviews key LNG takeaways from North American energy companies’ third quarter earnings reports. From second wave projects to cargo cancellations, utilization rates to export expectations, one thing’s for sure, with U.S. gas demand projected to grow by 21.2BCF a day by 2030, LNG will continue to heavily influence the North American natural gas market.

November 23, 2020
Join NGI’s Director of Strategy & Research Patrick Rau as he overviews the short-term North American natural gas market outlook, reading the tea leaves from key topics that floated to the top of third quarter earnings conference calls for leading E&Ps, midstream, service providers and operators. He dives deep into understanding the future of Haynesville and Appalachia dry gas plays, as well as discusses reoccurring themes of consolidation and pipelines, a new massive natural gas discovery in Texas, and the effect President-Elect Joe Biden’s energy policy may have on the market moving forward. 
November 12, 2020
President-elect Joseph R. Biden Jr. will
take office in January, promising a major shift in energy and climate policy. NGI associate editors Andrew Baker and Kevin Dobbs covered the U.S. presidential campaign and tracked Biden’s policy promises, notably including a $2 trillion plan the Democrat vows to pursue to combat climate change. However, a divided government and resurging pandemic could dominate the early months of Biden’s tenure, potentially overshading other priorities and delaying any new major legislation impacting oil and gas interests. Join Baker and Dobbs for a roadmap to what lies ahead.
October 24, 2020

The outcome of the U.S. presidential election will have wide-sweeping impacts across the United States, and globally; and as its largest trade partner, Mexico is bracing for different bureaucratic waves depending on who wins the election. Importing about 70% of its natural gas from the U.S., Mexico’s crucial industrial industries and power generation are dependent on and hoping for continued low prices from over-saturated shale plays in the U.S. What will energy policy, bi-lateral trade and the natural gas market look like between the U.S. and Mexico after November 3? Join NGI’s Mexico & Latin America Editor Christopher Lenton as he explores the effect on Mexico’s natural gas and energy markets if either former Vice President Joe Biden or incumbent President Trump win the ongoing U.S. presidential election.

October 13, 2020

As we lead up to third quarter earnings, NGI’s Patrick Rau discusses which topics are likely to be most on the minds of management teams and investors, including the recent run up in natural gas prices, industry consolidation, and the upcoming U.S. presidential election.

October 08, 2020

NGI Senior Editor Leticia Gonzales explores the inner workings of the U.S. gas market and what could lie ahead for the coming winter season.

September 23, 2020

NGI's Associate Editor Kevin Dobbs sits down with Head of Strategy and Pricing Patrick Rau to discuss the results of the latest NGI Top North American Natural Gas Marketers survey, which found further decreases in sales volumes in the second quarter of 2020, when compared to a year earlier. With year-over-year declines extending over five straight quarters, these energy industry experts delve into the drivers of the declines and what may lie ahead for the North American natural gas market.

September 21, 2020

A basic introduction to how U.S. LNG is bought and sold under the commercial structures in use at the country's six operational facilities and a brief overview of the other commercial models being pursued by North American LNG projects under development.

September 2, 2020

NGI’s Mexico Gas Price Index editor Christopher Lenton talks to FTI energy consultant and El Economista columnist Pablo Zarate about bright spots in the Mexican natural gas market, including LNG projects, AMLO’s second state of the nation address, his vision for the market and the state of the energy reform

August 24, 2020

Join Natural Gas Intelligence’s Director of Strategy & Research Patrick Rau CFA as he gives an overview of the key takeaways for the North American energy market from second quarter 2020 earnings calls, including slower U.S. production growth, U.S. presidential election, hydrogen and more.

August 24, 2020

Join Natural Gas Intelligence’s Director of Strategy & Research, Patrick Rau CFA, as he reads the tea leaves in the second quarter earnings calls regarding the U.S. LNG market and how it is developing.

August 24, 2020

Join NGI’s Director of Strategy & Research, Patrick Rau CFA, as he shines a light on what the second quarter earnings reports are telling us about the natural gas market in Mexico, and whether we will see U.S. gas supply exported via proposed LNG export terminals.

August 24, 2020

Join NGI’s Director of Strategy & Research, Patrick Rau CFA as he delves into second quarter earnings calls and what they say about the shale and unconventional natural gas markets in North America - with a move toward automation and a focus on individual basins / shale plays.