How Will the Trump Administration Impact the Global Natural Gas Market? A Deep Dive With Ed Crooks

How Will the Trump Administration Impact the Global Natural Gas Market? A Deep Dive With Ed Crooks

Author: NGI: Natural Gas Intelligence February 25, 2025 Duration: 32:58
NGI’s Christopher Lenton, managing editor for Mexico speaks to Wood Mackenzie vice chair for the Americas Ed Crooks on the swirl of executive orders signed by President Trump and how they are impacting natural gas fundamentals. Crooks delves into the outlook for the North American natural gas market and the impacts from tariffs, both those deemed certain and levies yet unknown.    The discussion also covers oncoming LNG supply, and U.S. trade relations with Canada and Mexico, coal-to-gas switching, the recent slowing trend of an energy transition to renewables and how changing rules are being felt in the natural gas market. Crooks explains whether the United States is experiencing an “energy emergency” – or if it is about to be as artificial intelligence comes online.

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
Heat Wave Bear Market? Inside the US Natural Gas Summer Paradox [not-audio_url] [/not-audio_url]

Duration: 17:06
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 pre…
Are California’s Low Natural Gas Prices Here to Stay? [not-audio_url] [/not-audio_url]

Duration: 25:40
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 mo…
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…