How Does the Iran War Impact the Global Natural Gas and LNG Landscape?

How Does the Iran War Impact the Global Natural Gas and LNG Landscape?

Author: NGI: Natural Gas Intelligence April 2, 2026 Duration: 27:56
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 crisis. In this episode of Hub & Flow, NGI sits down with Anne-Sophie Corbeau, Global Research Scholar at Columbia University, to untangle the chaos currently gripping global markets. With nearly 20% of the world’s LNG supply currently trapped or disrupted, the stakes for global energy security and for U.S. fuel exporters have never been higher.

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: 100

NGI’s Hub & Flow
Podcast Episodes
When Will Canada’s AECO NatGas Prices Find Support? [not-audio_url] [/not-audio_url]

Duration: 16:23
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 Second Shock: US LNG and the Global Natural Gas Stalemate [not-audio_url] [/not-audio_url]

Duration: 20:42
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 Qatar…
The Venezuela Opening: Unlocking a Stranded Natural Gas Giant [not-audio_url] [/not-audio_url]

Duration: 22:12
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, Venezu…
Will the Henry Hub Premium Hold? A 2026 Natural Gas Outlook [not-audio_url] [/not-audio_url]

Duration: 21:15
In this strategic outlook for the year ahead, NGI's Christopher Lenton, managing editor of Mexico, and Patrick Rau, senior vice president of research and analysis, sit down to discuss the natural gas market in a shifting…