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 New England’s Natural Gas Pipeline Drought About to End? [not-audio_url] [/not-audio_url]

Duration: 13:24
NGI markets editors Chris Newman and Jodi Shafto discuss whether long-dormant pipeline projects in the region could finally break ground under the new administration based on Jodi’s takeaways from the recent LDC Gas Foru…
What’s Driving Mexico’s Record Natural Gas Imports? [not-audio_url] [/not-audio_url]

Duration: 13:59
Mexico’s imports of U.S. natural gas continue to break records despite macroeconomic and regulatory uncertainty. NGI senior editor Andrew Baker and Christopher Lenton, managing editor of Mexico and Latin America, discuss…
State of the Market: How Will the Trade War Impact U.S. LNG Demand [not-audio_url] [/not-audio_url]

Duration: 29:23
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 impact rapid U.S. LNG…