The State of Natural Gas Supply/Demand and Price Implications

The State of Natural Gas Supply/Demand and Price Implications

Author: NGI: Natural Gas Intelligence March 28, 2025 Duration: 19:27
NGI’sKevin Dobbs, senior markets editor, and Patrick Rau, senior vice president of research and analysis, dig into the state of natural gas fundamentals and price implications. Coming off earnings season and executive outlooks shared on analyst calls, the two discuss the various factors that could influence producers to further ramp up supply – from key price thresholds to macroeconomic conditions. They also delve into long-term demand drivers, including swelling calls by LNG facilities for feed gas and a growing number of data centers with robust energy needs. Rau and Dobbs tie together supply and demand and how the various puts and takes could line up to impact natural gas prices this year and beyond.

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
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…