Steve Blair on the State of Natural Gas Markets

Steve Blair on the State of Natural Gas Markets

Author: NGI: Natural Gas Intelligence June 27, 2023 Duration: 14:19
NGI Senior Markets Editor Kevin Dobbs interviews Steve Blair, a senior account executive at Marex North America LLC. Blair tackles production, supplies, weather demand, LNG and more – essentially setting the stage for summer supply/demand and what may happen with prices through the peak cooling season. Lower production in June has largely been attributed to planned maintenance. But some analysts think falling rig counts are starting to contribute to lower output estimates. At the same time, the South is cooking and other regions are warming fast. National Weather Service long-range forecasts point to at least average heat in July and August. There is also the potential for an uptick in liquefied natural gas demand in the coming months. If these demand drivers develop in concert with lower production, markets could rally. Blair explains why.

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

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