Crawl, Walk, Run: Inside the Race to Turn Latin America Into a Global LNG Force

Crawl, Walk, Run: Inside the Race to Turn Latin America Into a Global LNG Force

Author: NGI: Natural Gas Intelligence June 25, 2026 Duration: 19:02
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 markets alike to radically rethink their structural exposure to a highly punitive LNG spot market. In this episode of Hub & Flow, NGI’s Christopher Lenton sits down with Sergio Chapa of Poten & Partners live from the Mexico Gas Summit in San Antonio to untangle how this high-stakes global reshuffling impacts the Americas. The conversation breaks down the rapid production startup of Sempra’s Energía Costa Azul LNG terminal in Baja California, and why localized legal hurdles mean Mexico's broader export ambitions face a slower climb than originally projected. Chapa also sheds light on Latin America’s massive, underutilized regasification, explaining why hydro-dependent nations remain dangerously exposed to high LNG spot prices during seasonal droughts, and how Argentina’s incoming floating LNG vessels could soon transform the Vaca Muerta Shale into the Western Hemisphere's next major supply wild card.

For those navigating the complex and fast-moving North American natural gas landscape, NGI’s Hub & Flow cuts through the noise. This isn't a lengthy seminar; it's a focused conversation designed for professionals who need clarity without sacrificing depth. Each episode features the seasoned reporters, editors, and analysts from NGI: Natural Gas Intelligence, who live and breathe this market daily. They break down the immediate factors influencing supply and demand, parse price movements, and track the critical flows of gas and LNG across the U.S., Canada, and Mexico. You'll hear straightforward analysis on what happened this week and why it matters for the week ahead, from pipeline constraints and storage data to weather impacts and global export dynamics. The discussion in this podcast naturally evolves from the latest data and on-the-ground reporting, offering a trusted perspective that goes beyond headlines. Tune in for a concise, authoritative take that helps you understand the fundamental drivers behind the numbers, all delivered in a format that fits into a busy schedule. Whether you're trading, planning, or simply need to stay informed, NGI’s Hub & Flow provides the essential context for making sense of a market in constant motion.
Author: Language: English Episodes: 50

NGI’s Hub & Flow
Podcast Episodes
Is Latin America the Next Frontier for Global Natural Gas Investment? [not-audio_url] [/not-audio_url]

Duration: 22:55
In the latest episode, NGI’s Christopher Lenton, managing editor for Mexico and Latin America, sits down with Rystad Energy partner Schreiner Parker to unpack how shifting U.S.–Latin America relations and regional politi…
From Data Centers to LNG – The Coming Surge in Natural Gas Demand [not-audio_url] [/not-audio_url]

Duration: 12:26
NGI’s managing editor of markets Kevin Dobbs joins colleague Leticia Gonzales, managing director of North American natural gas pricing, to size up the state of the U.S. natural gas market facing a demand explosion unlike…
Western Natural Gas Market Outlook – Insights from NGI Editors [not-audio_url] [/not-audio_url]

Duration: 13:24
NGI’s Andrew Baker and Kevin Dobbs sit down for deep dive into the state of North American natural gas markets, with a particular emphasis on the western United States and Canada. The discussion spans key factors shaping…