From $30 Spikes to Plummeting Prices: The New Reality of U.S. Natural Gas

From $30 Spikes to Plummeting Prices: The New Reality of U.S. Natural Gas

Author: NGI: Natural Gas Intelligence March 19, 2026 Duration: 20:38
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 U.S. natural gas market. From the regional pricing discrepancies in the Permian Basin to the shifting dynamics of global geopolitics following recent events in the Middle East, Gonzales provides an in-depth look at the supply/demand balance. The conversation also dives into the future of the sector and provides a summer preview, examining the rapid expansion of LNG infrastructure and the emerging role of AI data centers in driving long-term demand.

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…