NGI’s Hub & Flow

The global natural gas landscape is undergoing a profound structural shift as geopolitical volatility in the Middle East and the closure of the Strait of Hormuz trigger a severe supply shock across Asian markets. As key...

The global natural gas landscape finds itself at a critical crossroads: geopolitical instability in the Middle East continues to squeeze international trade routes, while North American export capacity rapidly expands...

For much of mid-2026, sweltering summer heat waves and soaring electricity demand across the United States failed to ignite a sustained rally in natural gas pricing, with Henry Hub futures continuing to face downward...

For most of 2026, the story at the Waha hub in West Texas was a grim one of negative pricing, with Permian producers paying offtakers to clear out their natural gas. The narrative flipped in mid-June when Kinder...

As critical chokepoints have frozen traditional trade routes, the global energy sector is abandoning old assumptions for a new mantra: supply diversity. This macro shock is forcing long standing buyers and emerging...

The California energy market has historically been defined by extreme contradictions: a regulatory push toward a renewable energy stack on one side, and total dependence on neighboring regions for physical natural gas...

The global energy market has entered a period of stark contrasts: a sudden structural deficit in global crude oil on one side, and a looming wall of associated US natural gas production on the other. As the closure of...

Western Canada is currently a land of stark contrasts: record natural gas production on one side, and a mountain of natural gas with nowhere to go on the other. As AECO basis remains wide, and storage levels continue to...

The global energy market continues to grapple with its second major shock of the decade as the Iran war, which began in late February, stretches into an indefinite stalemate. With critical LNG production offline in...

The political and energy landscape in Venezuela was upended in early January, sparking a sudden and rapid opening of the country’s massive oil and natural gas reserves. As the Iran war shifts the global spotlight...

The global energy picture shifted overnight in late February. As the Strait of Hormuz remains effectively paralyzed, the natural gas market faces a shock unlike anything seen in the 1970s or even the 2022 Russia-Ukraine...

Following a winter defined by both record-shattering cold and unseasonal warmth, NGI's Leticia Gonzales, managing director of North American natural gas pricing, joins the podcast to break down the current state of the...

Ten years after the first LNG cargo left Sabine Pass, Charif Souki reflects on the unlikely path that helped launch the U.S.into a top global natural gas exporter. In this episode, Souki recounts the founding of...

NGI’s Jamison Cocklin, managing editor of LNG, talks with Davenport Energy’s Toby Copson, managing partner and portfolio manager, about where things stand in the Asian LNG market as winter nears an end and the...

NGI’s managing editor for Mexico, Christopher Lenton, is joined by senior editor Andrew Baker to break down the fallout from the latest polar vortex and how Mexico’s natural gas system managed to keep the lights on...