HeyJaredNGI’s Hub & Flow
NGI’s Hub & Flow is a podcast for busy natural gas professionals interested in a quick take on the North American energy market.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 3, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Appalachian Natural Gas at a Crossroads: Data Centers, Pipelines and Power (opens the original)
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The Appalachian Basin is entering a pivotal new phase driven by power generation demands — including from data centers for artificial intelligence. The call on natural gas is surging and generating growth for the region for the first time in years. At the same time, however, infrastructure bottlenecks continue to create regional basis discounts and are preventing abundant natural gas from reaching the Northeast and reducing volatile prices there. In this episode of Hub & Flow, NGI’s Jamison Cock
The New Golden Age of LNG? How Asia’s Natural Gas Shock is Redefining Global Natural Gas Markets (opens the original)
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The global natural gas landscape is undergoing a profound structural shift as geopolitical volatility in the Middle East and the closure of the Strait of Hormuz trigger a severe supply shock across Asian markets. As key importing nations balance urgent fuel security against long-term net-zero commitments, the rising premium for energy supplies is redefining international trade routes and accelerating the need for new infrastructure. In this evolving market, natural gas continues to solidify its
Strait Talk: How Geopolitics & Feedgas Demand Are Reshaping North American LNG (opens the original)
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The global natural gas landscape finds itself at a critical crossroads: geopolitical instability in the Middle East continues to squeeze international trade routes, while North American export capacity rapidly expands to meet shifting demand. As global markets balance supply security against long-term climate targets, the interplay between Gulf Coast feedgas fluctuations and Canadian export momentum is redefining the future of natural gas flows. In this episode of NGI’s Hub & Flow, host Christop
Heat Wave Bear Market? Inside the US Natural Gas Summer Paradox (opens the original)
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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 pressure. While conventional wisdom points to hot weather driving up prompt month contracts, expanding renewable generation and stubborn associated gas production from oil-heavy basins have steadily altered summer supply-demand balances. As total US storage inventories hover comfort
Operational Chaos or House Money? Inside the Permian’s High-Stakes Waha Turnaround (opens the original)
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For most of 2026, the story at the Waha hub in West Texas was a grim one of negative pricing, with Permian producers paying offtakers to clear out their natural gas. The narrative flipped in mid-June when Kinder Morgan’s Gulf Coast Express Pipeline expansion came online, propelling prices back to positive territory. As the market balances the first in what is expected to be a massive wave of pipeline capacity additions against an evolving, gassier production mix, the big question remains: Has th
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