Click here to listen to the latest episode of NGI’s Hub & Flow, in which NGI Senior Markets Editor Kevin Dobbs interviews Steve Blair, a senior account executive at Marex North America LLC.

Podcast

Blair tackles production, supplies, weather demand, LNG and more – essentially setting the stage for summer supply/demand and what may happen with prices through the peak cooling season.

Lower production in June has largely been attributed to planned maintenance. Some analysts, though, think falling rig counts are starting to contribute to lower output estimates. At the same time, the South is cooking and other regions are warming fast. 

National Weather Service long-range forecasts point to at least average heat in July and August. There is also the potential for an uptick in...