Podcast Episodes
Back to SearchHow Are Natural Gas Markets Faring in the Kick-Off to 2025? Storage Shrinking, Demand Surging & Prices Elevated
Episode 152
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 edi…
Published on 7 months ago
What’s the Winter Outlook for Natural Gas Prices?
Episode 151
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 t…
Published on 8 months, 2 weeks ago
An Investor's Perspective on How Natural Gas Will Fare Against Competing Energy Options Over the Coming Decade
Episode 150
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 Radhakrishna…
Published on 8 months, 3 weeks ago
$66 Billion-Plus Question: How Will U.S.-Mexico Natural Gas Trading Evolve When the Sheinbaum Administration Meets (Another) Trump Presidency?
Episode 149
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 im…
Published on 9 months ago
Pipelines on Water: Why Have LNG Freight Rates Plunged, and When Will They Come Up for Air?
Episode 148
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 …
Published on 9 months, 1 week ago
Unpacking the Election: What's at Stake for U.S. LNG
Episode 147
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 n…
Published on 9 months, 3 weeks ago
The Gulf Coast Is Leading the Race to Trap and Store Emissions from Natural Gas and Oil as Supermajors Bankroll Mega Projects
Episode 146
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 natur…
Published on 10 months ago
Natural Gas Advisor Andy Huenefeld’s Outlook for Winter Prices, Supply and Demand
Episode 145
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 t…
Published on 10 months, 1 week ago
What is Claudia Sheinbaum's Natural Gas and Energy Plan? A Look Ahead to the Next Six Years in Mexico
Episode 144
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…
Published on 10 months, 4 weeks ago
Could Lower 48 E&Ps Break Out of Maintenance Mode in 2025? Plus the Latest Update on Natural Gas Demand for Data Centers
Episode 143
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 in…
Published on 11 months, 2 weeks ago