An Investor's Perspective on How Natural Gas Will Fare Against Competing Energy Options Over the Coming Decade

NGI’s Hub & Flow

#Business #News #NGI: Natural Gas Intelligence

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Send us a text On this very funny short Bonus Show, standup comic Mack Dryden shares his story about going to the Dentist...you'll never believe what happens...Hilarious! Look for Mack Dryden's "NEW" Dry Bar Comedy Special... Please Listen, Enjoy, and Share where you can...Thanks!! Support the show Standup Comedy Podcast Network.co www.StandupComedyPodcastNetwork.com Free APP on all Apple & Android phones....check it out, podcast, jokes, blogs, and More! For short-form standup comedy sets, listen to: "Comedy Appeteasers" , available on all platforms. New YouTube site: https://www.youtube.com/@standupcomedyyourhostandmc/videos Videos of comics live on stage from back in the day. Please Write a Review: in-depth walk-through for leaving a review. Interested in Standup Comedy? Check out my books on Amazon... "20 Questions Answered about Being a Standup Comic" "Be a Standup Comic...or just look like one"…

рік тому 29:12

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Natural gas demand continues to defy forecasts calling for renewables to halt the fuel's growth in the Lower 48. That’s no surprise to one clean energy investor, Prithvi Ventures’ Rakesh Radhakrishnan, who spoke with NGI’s senior markets editor Chris Newman about how lifecycle costs and other factors would continue to play a huge role in decision making for power resources.

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NGI’s Hub & Flow

An Investor's Perspective on How Natural Gas Will Fare Against Competing Energy Options Over the Coming Decade

NGI’s Hub & Flow

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#Business #News #NGI: Natural Gas Intelligence

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NGI’s Hub & Flow

1
How Will the Trump Administration Impact the Global Natural Gas Market? A Deep Dive With Ed Crooks 32:58

5 днів тому32:58

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.…

NGI’s Hub & Flow

1
Cracking the Case: How Experts Are Measuring Litigation Risk for LNG Projects 27:00

12 днів тому27:00

27:00

After a year of regulatory slowdowns for LNG projects, the Trump administration has come in with agency shakeups, policy changes and executive orders. What does it mean for U.S. LNG project development and future natural gas demand? NGI’s senior LNG editor Jacob Dick interviews Arbo’s Tom Sharp, director of permitting intelligence, about what is happening on the regulatory front and why litigation risk still looms large for some LNG export projects.…

NGI’s Hub & Flow

1
Will Natural Gas Supply Rise for Trump’s ‘Energy Emergency?’ Jury Still in Session 20:23

18 днів тому20:23

20:23

Despite talk of an energy emergency and regulations that have impeded resource development, U.S. producers have been pumping out more natural gas than ever. However, production levels have shifted widely in recent years, sinking between 2023 and 2024 and now rising again. What will 2025 bring for U.S. natural gas supply? NGI’s Leticia Gonzales, managing director of North American natural gas pricing, and senior markets editor Jodi Shafto delve into the production situation. They discuss recent production trends and the driving forces behind them, what may lie ahead for some of the biggest production basins and the impacts to natural gas prices amid continued capital discipline and drilling efficiencies.…

NGI’s Hub & Flow

1
Flooding the Zone: Can Trump's Executive Orders Jumpstart Stalled U.S. LNG Projects? 23:16

26 днів тому23:16

23:16

Get up to date on the implications of President Trump’s wave of executive orders (EO), including one to restart approvals of LNG export projects, with NGI’s Jamison Cocklin, managing LNG editor, and Jacob Dick, senior LNG editor. The two break down a list of projects that could ultimately move forward as a result of the EO. They also review the challenges that remain for LNG projects working to reach a final investment decision. The discussion also examines how a study released by the Biden administration has slowed down President Trump's efforts to fast-track projects and how the new administration is addressing it.…

NGI’s Hub & Flow

1
How Are Natural Gas Markets Faring in the Kick-Off to 2025? Storage Shrinking, Demand Surging & Prices Elevated 13:07

5 weeks тому13:07

13:07

As chilly winter weather took hold of the Lower 48 to start 2025, natural gas cash prices held in a volatile pattern, but they were still elevated compared with winter 2023/24. NGI senior markets editors Andrew Baker and Kevin Dobbs delve into the supply situation – from shrinking storage surpluses to wellhead freeze-offs – and how new LNG demand is factoring into the equation. Plus, as a new presidential administration takes the helm, Baker and Dobbs preview what could be in store for North American natural gas markets if tariffs become law of the land.…

NGI’s Hub & Flow

1
What’s the Winter Outlook for Natural Gas Prices? 14:25

12 weeks тому14:25

14:25

Dive into the balance of winter price forecast as NGI’s Kevin Dobbs, senior markets editor, interviews Paragon Global Markets LLC’s Steve Blair, managing director of institutional energy sales. The two discuss the winter ahead in natural gas markets and explore the potential price catalysts. Blair covers the strengthening production and stout storage situation, as well as domestic weather in LNG demand. He also addresses potential wild cards for 2025, including the ongoing buildout of the U.S. export complex and the incoming Trump administration’s plans for steep new tariffs on imports from Canada and Mexico.…

NGI’s Hub & Flow

1
An Investor's Perspective on How Natural Gas Will Fare Against Competing Energy Options Over the Coming Decade 29:12

13 weeks тому29:12

29:12

NGI’s Hub & Flow

1
$66 Billion-Plus Question: How Will U.S.-Mexico Natural Gas Trading Evolve When the Sheinbaum Administration Meets (Another) Trump Presidency? 19:17

14 weeks тому19:17

19:17

Mexico is the United States’ largest trading partner, with about 75% of the country’s natural gas originating from the Lower 48 states. Cross-border energy trade in 2023 reached $66.5 billion, and imports of U.S. natural gas have increased for years as Mexico’s domestic production has decreased. With Mexico President Sheinbaum’s recent inauguration, however, the role of state-owned energy companies has been put in question. Now, with former President Trump’s re-election, NGI’s Andrew Baker, senior editor, sits down with Christopher Lenton, senior editor for Mexico and Latin America, to discuss how the cross-border energy trade may evolve. Baker and Lenton dive into the implications for Mexico’s export projects should Trump reverse the Biden administration’s LNG permit pause, as well as the outlook for natural gas demand in both Mexico and the United States as nearshoring and power generation needs evolve.…

NGI’s Hub & Flow

1
Pipelines on Water: Why Have LNG Freight Rates Plunged, and When Will They Come Up for Air? 15:42

15 weeks тому15:42

15:42

Spark Commodities CEO Tim Mendelssohn joins NGI's managing editor of LNG, Jamison Cocklin, to discuss how bearish market fundamentals have been driving down freight rates for LNG cargoes. A “massive vessel oversupply,” combined with delays in U.S. LNG export projects, has pushed freight rates well below market expectations. Mendelssohn explains why these rates could remain low for the foreseeable future and explores the potential implications for the LNG shipping market as new export facilities come online in the years to come.…

NGI’s Hub & Flow

1
Unpacking the Election: What's at Stake for U.S. LNG 16:18

18 weeks тому16:18

16:18

NGI LNG editors Jamison Cocklin and Jacob Dick discuss the upcoming election and what a Harris or Trump presidency could mean for the U.S. LNG sector. They explore how either candidate may approach new export projects after a lengthy pause on authorizations that was imposed by the Biden administration. The conversation also focuses on Trump's tariff proposals and a potential trade war with China, as well as how down-ballot races could impact U.S. exports.…

NGI’s Hub & Flow

1
The Gulf Coast Is Leading the Race to Trap and Store Emissions from Natural Gas and Oil as Supermajors Bankroll Mega Projects 30:20

19 weeks тому30:20

30:20

An "impressive" 500 million tons/year of capacity for carbon capture utilization and sequestration (CCUS) projects in the United States are on the drawing board, designed to trap emissions from natural gas and oil projects. Those ambitions, though, have been tempered by uncertainties that include permitting challenges and public opposition. NGI's Carolyn Davis, managing editor of news, discussed the status of the domestic CCUS sector with Enverus Intelligence Research's CCUS expert Graham Bain, who leads the subsurface group for the energy transition team. The supermajors – including ExxonMobil, Chevron Corp., Equinor SA and TotalEnergies SE – are bankrolling several big projects, mostly in Louisiana and Texas. As Bain explained, if all the U.S. projects now in the queue were to be sanctioned, it would require an overall investment of $73 billion, with nearly one-half poured into carbon technologies and nearly one-third into carbon dioxide pipelines. The challenges are big, but the opportunities are too, he explains.…

NGI’s Hub & Flow

1
Natural Gas Advisor Andy Huenefeld’s Outlook for Winter Prices, Supply and Demand 19:58

20 weeks тому19:58

19:58

NGI senior markets editor Jodi Shafto interviews Andy Huenefeld, managing partner at Pinebrook Energy Advisors and contributor to The Energy Buyers Guide report. Huenefeld discusses key factors for the Lower 48 winter heating season that begins on Nov. 1.

NGI’s Hub & Flow

1
What is Claudia Sheinbaum's Natural Gas and Energy Plan? A Look Ahead to the Next Six Years in Mexico 31:03

22 weeks тому31:03

31:03

NGI’s Christopher Lenton, senior editor for Mexico & Latin America, sits down with one of the leading voices in Mexico's energy sector and the former head of Comisión Reguladora de Energía, Guillermo García Alcocer. The two discuss what could be on the horizon as Claudia Sheinbaum takes the presidential office in Mexico on Oct. 1, including potential shifts in Mexico’s energy regulatory bodies. In addition, with the Sheinbaum administration’s plans for transitioning Mexico’s electric generation mix coming to a head with rising energy demand, García Alcocer explains what could be required of both domestic natural gas supplies as well as U.S. imports. How could Mexico’s electricity, exploration and production, and LNG sectors be impacted by nearshoring? How could Mexico’s relationship with the United States be impacted as the two work to build their economies?…

NGI’s Hub & Flow

1
Could Lower 48 E&Ps Break Out of Maintenance Mode in 2025? Plus the Latest Update on Natural Gas Demand for Data Centers 15:18

25 weeks тому15:18

15:18

With natural gas prices having hovered around $2/MMBtu through much of 2024, NGI’s Pat Rau, senior vice president for Research & Analysis, delves into what may happen with producer activity moving into next year. Publicly traded producers have been on a tight leash the last five years in terms of production growth, he notes. With new LNG export capacity around the corner, however, publicly traded Lower 48 exploration and production (E&P) firms may push annual gas production above 5% year/year growth in 2025. Rau highlights other key developments at the end of 2024, particularly for Permian Basin E&Ps. Meanwhile, as discussions on artificial intelligence-driven data centers turned the tide on estimates for peak natural gas-fired generation earlier this year, Rau covers the latest prognostications for the emerging demand source.…

NGI’s Hub & Flow

1
What Lies Ahead: Why Project Delays, Regulatory Hurdles May Not Hamper U.S. LNG Development With Baker Botts’ Jason Benn 31:29

27 weeks тому31:29