Podcast Episodes

State of the Market: How Will the Trade War Impact U.S. LNG Demand

Episode 162

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 i…

Published on 3 months, 1 week ago

Move Over Summer – Data Centers, LNG Exports Reshaping U.S. Natural Gas Markets

Episode 161

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 co…

Published on 3 months, 2 weeks ago

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

Episode 160

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 produ…

Published on 4 months, 2 weeks ago

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

Episode 159

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 c…

Published on 4 months, 3 weeks ago

The State of Natural Gas Supply/Demand and Price Implications

Episode 158

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 se…

Published on 4 months, 4 weeks ago

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

Episode 157

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 …

Published on 5 months, 3 weeks ago

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

Episode 156

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 impacti…

Published on 6 months ago

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

Episode 155

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 developme…

Published on 6 months, 1 week ago

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

Episode 154

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 wi…

Published on 6 months, 2 weeks ago

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

Episode 153

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 …

Published on 6 months, 3 weeks ago