POPULARITY
NGI's managing editor of Mexico, Christopher Lenton speaks with Alex Munton, global gas and LNG research lead at Rapidan Energy Group, about how the Trump administration is impacting North American natural gas markets. Munton highlights that while the industry welcomes a more favorable policy environment, rising costs are weighing heavily on upstream activity. This makes for a more complex dynamic for natural gas even as LNG demand surges. Munton also explains that the United States faces the daunting task of boosting production by roughly 20 Bcf/d to meet booming LNG exports and rising power demand. Against that backdrop, key gas plays like the Marcellus and Haynesville shales face infrastructure and cost hurdles. He also casts doubt on Mexico's and Alaska's LNG ambitions amid financing and logistical challenges, reinforcing why Gulf Coast terminals dominate. As affordability and energy costs become political flashpoints, Munton warns that high prices could reshape both the energy landscape and U.S. voter sentiment.
Nyfikenhet – en nyckel till hälsa, lärande och framgångI en tid när förändringstakten bara ökar har nyfikenheten gått från att vara något charmigt till att bli en nödvändighet. Den är inte längre bara en personlig egenskap, utan en förmåga som avgör hur väl vi – och våra organisationer – klarar oss i ett arbetsliv där vi ständigt behöver lära om, tänka nytt och samarbeta på nya sätt.I veckans avsnitt pratar jag med Peder Söderlind – forskare, författare och entreprenör – aktuell med boken Edge: Skapa nyfiken organisation. Vi pratar om hur nyfikenhet kan bli ett strategiskt verktyg för både välmående och framgång.Nyfikenhet som gemensam rörelsePeder definierar nyfikenhet som ”en gemensam rörelse mot något okänt”. Det handlar alltså inte bara om en individuell drivkraft, utan om något som uppstår mellan människor. När vi möts, delar tankar och vågar ställa frågor skapas ny kunskap – och organisationer som gör det till en vana blir mer innovativa, motståndskraftiga och lärande.Den nyfikna organisationen bygger på att medarbetare tillåts fråga, testa och tänka nytt. Det kräver trygghet, tid och ledare som inte har alla svar utan vågar säga: ”Jag är nyfiken på hur du ser det.”En affärsnytta med mänskligt djupNyfikenhet gör oss bättre på att fatta beslut, inte minst när vi vågar ta in nya perspektiv. Det minskar risken för att fastna i gamla hjulspår och hjälper oss att väga kortsiktig effektivitet mot långsiktig utveckling. Som Peder uttrycker det: ”Om vi alltid väljer den säkra lunchrestaurangen lär vi oss inget nytt.”Han påminner också om att ständig effektivitet är en fiende till nyfikenhet. När organisationer är så slimmade att ingen har tid att tänka nytt, riskerar de att förlora både innovationskraft och människor. Vi behöver luft i systemet för att kunna ställa de viktiga frågorna – de som formar framtiden.Nyfikenhet och välmående hänger ihopMänniskor med hög grad av nyfikenhet ser förändring som en möjlighet snarare än ett hot. De bär förändring lättare, samarbetar bättre och upplever högre grad av psykiskt välbefinnande. Att vara nyfiken är med andra ord en hälsostrategi. Det håller oss mentalt rörliga, socialt aktiva och gör att vi fortsätter utvecklas – hela livet.Så väcker du nyfikenhetenBörja i ledarskapet: Visa sårbarhet, ställ öppna frågor och uppmuntra till dialog.Skapa strukturer som stöder möten: Spontana samtal, gemensamma ytor och tid för reflektion stärker nyfikenhetskulturen.Belöna frågor – inte bara svar. Fira den bästa frågan på veckomötet.Träna den mentala muskeln: Nyfikenhet kräver energi. Sömn, rörelse och återhämtning är förutsättningar för att orka tänka nytt.Eller som Peder säger: ”Vi behöver vara som mest nyfikna när vi är som tröttast – det är då framtiden formas." Hosted on Acast. See acast.com/privacy for more information.
In the latest episode, NGI's Christopher Lenton, managing editor for Mexico and Latin America, sits down with Rystad Energy partner Schreiner Parker to unpack how shifting U.S.–Latin America relations and regional politics are shaping the future of the oil and gas sector. From Mexico's evolving import trends and Argentina's LNG ambitions, to new opportunities emerging in Bolivia and Venezuela's ongoing geopolitical tensions, they look into how capital flows, policy, and market fundamentals are converging across the region.
NGI's Leticia Gonzales, managing director of North American natural gas pricing, is joined by Dave Marchese, CEO of Caliche Development Partners, to discuss the optimism and opportunities for natural gas storage development. Several storage expansions are underway in the Lower 48, particularly along the Gulf Coast. A greenfield project also has received federal approval in recent days. But financing has been a struggle for some projects, preventing them from being sanctioned and ultimately, brought into the market in a timely manner. Gonzales and Marchese discuss the challenges and successes Caliche has found in expanding its assets in Texas and California, as well as the outlook for future storage developments to accommodate rising natural gas demand.
Når underjordiske konstruksjoner, som tunneler eller fjellanlegg, skal sikres, trenger man å vite kvaliteten på bergmassene. Q-systemet, der Q står for Quality, ble utviklet ved NGI på 1970-tallet. Systemet brukes for å klassifisere bergmasser i Norge og internasjonalt. Verdens største undergrunns ishall på Gjøvik og verdens lengste tunnel, Lærdalstunnelen, er eksempler på store prosjekter hvor Q-systemet er blitt brukt. Siden 2013 har NGI gitt ut Q-håndboka, som bygger på Q-systemet. Nylig ble en ny, oppdatert versjon publisert. Hvordan ble Q-systemet til? Hvordan bidrar dette klassifiseringssystemet av bergmasser til sikker, bærekraftig og kostnadseffektiv bygging i berg? Og hvordan kan ny teknologi bidra til å utvikle og forbedre Q-systemet? Q-håndboka kan lastes ned her:https://www.ngi.no/tunneler-og-q-systemet/ Gjester: Arnstein Aarset, avdelingsleder for ingeniørgeologi og bergteknikk, NGI og Rajinder Kumar Bhasin, teknisk ekspert ved avdeling for ingeniørgeologi og bergteknikk, NGI. Programleder: Liv Røhnebæk Bjergene
Natural Gas Supply Association President and CEO Dena Wiggins joined NGI”s Carolyn Davis, managing editor of news, to discuss the outlook this winter season for supply, demand and prices. Based on its deep assessment of the U.S. market, NGSA expects prices to be relatively flat compared with last winter. Market pressure is being offset by record production, even on the back of strong LNG exports and rising demand from artificial intelligence-powered data centers. Of course, there are wild cards, with weather the biggest one for the natural gas markets. Wiggins breaks down the outlook for storage and potential price volatility. A big issue on the table for the natural gas market is permit reform, which has been on the table in Congress in some form or fashion for a few years. The legislation, Wiggins said, is essential to ensure there is enough infrastructure as demand rises. The NGSA chief says the fuel is no longer a bridge, but “foundational” to energy supplies domestically and abroad. Wiggins expects Congress will pass legislation to remove impediments to expanding the reach of U.S. natural gas, both to serve domestic and overseas markets.
NGI's managing editor of markets Kevin Dobbs joins colleague Leticia Gonzales, managing director of North American natural gas pricing, to size up the state of the U.S. natural gas market facing a demand explosion unlike anything it's seen in years. The two break down what's driving the surge, from AI-powered data centers that could account for up to 8 Bcf/d demand by decade's end to a massive LNG buildout adding another 15 Bcf/d over the next five years. Drawing from the LDC Gas Forums Mid-Continent conference in Chicago, they tackle questions such as: Can production ramp fast enough to meet this demand? Where will the new supply come from? And with forward prices already climbing, what happens if a brutal winter throws another curveball into the mix?
ART FOR PUBLIC PURPOSE. Dr Caroline Campbell was born and educated in Belfast, and became Director of the National Gallery of Ireland in 2022. She studied Modern History at University College Oxford, and has an MA and PhD from the Courtauld Institute of Art, University of London. A former Fellow of the Center for Curatorial Leadership, New York, before joining the National Gallery of Ireland, Caroline was Director of Collections and Research at the National Gallery, London. Earlier in her career she held curatorial positions at the Ashmolean Museum, Oxford, the Courtauld Gallery, London, and the National Gallery. Caroline has published widely on European art from the Middle Ages to the twentieth century, particularly on the Italian Renaissance, most recently Mantegna & Bellini and 14th Century Siena. “The Taking of Christ is an absolutely astonishing painting because of the moment of drama in it, and that, as much as the name Caravaggio, is what really excites our visitors.” “Irish art is really strong, but it is much less known outside of Ireland. I would love people to be able to appreciate it more, as part of the more widespread European and Western tradition.” “I love the connection that people have with the gallery.”
In the latest episode of NGI's Hub & Flow podcast, NGI's Christopher Lenton, managing editor of Mexico, sits down with Mexico City-based energy analyst Gonzalo Monroy to explore Mexico's deep dependence on U.S. natural gas and the country's uphill battle to develop its own resources. Monroy, managing director of consultancy Grupo Mexicano de Energía y Construcción, outlines how Mexico's power sector relies on U.S. pipeline gas, while years of underinvestment and weak regulatory frameworks have left domestic production stagnant. From stalled deepwater and shale projects to the lack of natural gas storage, Monroy explains why efforts to boost production face steep economic and technical hurdles. The conversation also delves into Mexico's LNG ambitions, private sector interest in partnering with CFE, and the uncertain role of Pemex—painting a picture of an energy landscape where ambitious plans risk falling short, leaving Mexico tethered to U.S. supplies.
NGI's Andrew Baker and Kevin Dobbs sit down for deep dive into the state of North American natural gas markets, with a particular emphasis on the western United States and Canada. The discussion spans key factors shaping supply, demand, and price outlooks – from a coming surge in data center energy needs to abundant Canadian production and persistent infrastructure constraints. Drawing on insights from the recent LDC Gas Forum in Denver, Baker highlights the interplay of emerging demand drivers with today's elevated supply picture. The editors also examine what forward curves reveal about fundamentals heading into winter and beyond, offering perspective on where the market may be headed in the months ahead.
NGI's Jamison Cocklin, managing editor of LNG, is joined by LNG Allies CEO Fred Hutchison for a wide-ranging conversation to discuss the historic buildout of natural gas export infrastructure along the Gulf Coast. Fifteen export terminals are operating, being commissioned or are under construction. Several more are close to moving ahead. What's driving the momentum? Will more projects be sanctioned soon? How is the industry navigating tariffs, and how is all the growth likely to impact U.S. natural gas prices? Cocklin and Hutchison answer these questions and touch on other themes shaping the direction of the industry.
In the latest episode of NGI's Hub & Flow podcast, NGI's Christopher Lenton, managing editor of Mexico, sits down with Rice University's Francisco Monaldi, director of the Latin America Energy Program at the Baker Institute. Together, they dive into the energy policy paradox in the United States, where the push for energy dominance is colliding with market realities, triggering ripple effects across global oil and gas markets. Monaldi, a leading Latin America energy expert, outlines the challenges for Mexico's Pemex, which faces a perfect storm of soaring debt, crumbling production, and regulatory barriers that are stifling investment and threatening Mexico's energy future. While there are faint signs of progress through service contracts and potential projects tapping unconventional resources, Lenton and Monaldi explore why these efforts won't be enough to reverse Pemex's downward trajectory and dependence on U.S. natural gas imports.
De finnes over alt, men vi ser dem som oftest ikke: Sensorer og instrumenter som overvåker alt fra fjell, infrastruktur, bygg og havbunnen. NGI har jobbet med instrumentering og måling siden starten i 1953. Hva er samfunnsnytten av å overvåke? Hvordan har faget utviklet seg, og hvilke muligheter skaper ny teknologi? Hvordan løser man utfordringer knyttet til å overvåke under krevende forhold, for eksempel langt til havs? Gjest: Morten Saue, avdelingsleder for instrumentering og sanntidsovervåking ved NGI. Programleder: Liv Røhnebæk Bjergene
NGI's LNG editors Jamison Cocklin and Jacob Dick examine the market implications of Canada's entry into large-scale LNG exports, following Shell plc's LNG Canada facility shipping its first cargo in June. Despite the milestone, Canadian gas prices continue falling relative to Lower 48 counterparts as the country's producers aggressively ramp production ahead of demand. The discussion dives into the details of LNG Canada's startup, timelines for other projects advancing on the country's west coast, and when supply-demand rebalancing could impact U.S.-Canadian price differentials. The duo also cover the unique advantages Canadian LNG offers, including shorter shipping times to Asia, as well the challenges like building infrastructure in remote areas.
NGI markets editor Chris Newman sits down with Bracewell partners Bryan Clark and Jared Berg to discuss how companies can tap associated gas supply in the Permian Basin to fuel innovative co-located power arrangements and potentially receive higher pricing than at the oft-volatile West Texas benchmark, Waha. While data centers housing artificial intelligence grab headlines for their massive appetite for electricity, these projects represent a broader trend of associated gas assets being monetized for various in-basin power needs. Bigger projects may solve gas supply issues, but they bring operational complexity. Clark and Berg give examples of existing and proposed off-grid uses and the challenges they face.
NGI's managing editor of markets, Kevin Dobbs, interviews Pinebrook Energy Advisors' Andy Huenefeld, managing partner. They delve into supplies in storage, production, weather-driven demand and export activity – with a special focus on prices in the Midwest and East. The latest U.S. Energy Information storage report showed overall inventories were 6% above the five-year average, but surpluses in the Midwest and East were notably leaner after June heat waves in those regions. While the winter heating season is far off, natural gas storage is in a markedly different situation than last year. There are likely to be ample supplies stocked for next season, but with producers able to fast respond to cash market price signals and LNG feed gas demand bumping as export facilities ramp, Huenefeld details a dynamic season ahead.
NGI markets editors Chris Newman and Jodi Shafto discuss whether long-dormant pipeline projects in the region could finally break ground under the new administration based on Jodi's takeaways from the recent LDC Gas Forum Northeast conference in Boston. The duo examine the stark price divide between the pipeline haves and have nots. Appalachian gas traded near zero while New England spiked to $33.50/MMBtu this winter. With data center demand surging, the infrastructure gap could become even more critical. They discuss industry sentiment on the prospects for reviving projects like Williams' Constitution Pipeline. They also review how the region's gas pipelines and producers are positioned to handle explosive AI-driven demand.
NGI's Patrick Rau, senior vice president of research and analysis, checks all the boxes in sharing his expertise about the outlook for U.S. natural gas in a sitdown with NGI's Carolyn Davis, managing editor of news. Where are domestic natural gas prices headed into 2026? Pat says it's not one thing or another, as rising demand is ahead as more LNG export capacity comes online, and as industrial and residential/commercial sector consumption climbs. E&Ps are likely waiting for bullish natural gas price signals to spur activity in the second half of 2025, but they will be accelerating their activity, according to Pat. The odds of adding natural gas infrastructure, both midstream and by utilities, also is discussed as hyperscalers compete to build a plethora of data centers.
Mexico's imports of U.S. natural gas continue to break records despite macroeconomic and regulatory uncertainty. NGI senior editor Andrew Baker and Christopher Lenton, managing editor of Mexico and Latin America, discuss the demand- and supply-side factors shaping Mexico's gas market, and why it matters for the United States. Lenton recently attended the U.S.-Mexico Gas Summit in San Antonio TX, where topics ranged from data centers to LNG terminals to the challenges facing state oil company Petróleos Mexicanos, aka Pemex. He breaks down which demand segments are growing fastest, and how they are affected by pricing dynamics north of the border.
In this episode of NGI's Hub & Flow, NGI Markets Editor Kevin Dobbs talks with Paragon Global Markets LLC's Steve Blair, managing director of institutional energy sales. The two discuss the summer ahead in natural gas markets, with a special focus on the densely populated and heavy gas-consuming Northeast. Blair and Dobbs address relatively modest gas production and lingering storage deficits in the East as well as domestic weather demand expectations for the summer ahead and beyond. Wildcards up for discussion include the ongoing buildout of the U.S. export complex and the Trump administration's on-again, off-again tariffs on imports from Canada and Mexico.
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 export growth. They explore supply, demand and price trends that could emerge as the Trump administration works to balance the U.S. trade deficit. They also discuss other challenges like the European Union's methane emissions regulations and LNG production growth in the Middle East that could curb the appetite for North American LNG at a time when it's growing at an unprecedented rate.
A new player has entered North American natural gas markets with data centers to power artificial intelligence on the rise in the United States. Natural gas access to power the facilities is a top concern for the major companies involved in the sector, and demand from new data centers could have a meaningful impact on future gas growth. NGI's Leticia Gonzales, managing director for North American natural gas pricing, and senior markets editor Chris Newman dig into this issue. Plus, with summer just around the corner, the duo examine the current state of the market flipping the script for regional price relationships as cooling demand takes over as the major pull on gas use.
With the ramp up of two LNG projects on the Gulf Coast this year and more demand on the way in 2026, all eyes are on the swift rise in prices. But will producers be incentivized to swiftly grow production volumes after a prolonged period of low prices? NGI's Jacob Dick, senior editor of LNG, talks with East Daley Analytics' Jack Weixel, senior director of energy analysis, about the price and production outlook headed into 2026 and how volatility may be here to stay.
NGI's Christopher Lenton managing editor of Mexico, speaks to Sergio Chapa, senior energy analyst at Poten & Partners, on the latest trends in North American LNG and natural gas markets. Times have changed in the past few months with natural gas roaring to the forefront of the U.S. energy discussion. New LNG facilities are ramping up and other projects have taken on added impetus. How does the Trump administration in the United States impact natural gas supply and demand? How about Mexico projects sourcing U.S. gas? When are major projects like Plaquemines and Corpus Christi Stage 3 ramping up? What about Argentina's LNG ambitions? Lenton and Chapa get to the bottom of all of this and more.
After back-to-back warm winters, this year's brutally cold showing has rapidly depleted Lower 48 natural gas inventories, flipping them from surplus to deficit and creating a challenging outlook for the upcoming injection season. With storage now sitting below five-year averages and record LNG exports consuming more supply, the market faces a steeper climb to rebuild stocks amid caution by producers to bring on more supply. A hot summer could siphon gas away from injections to make the task harder. NGI's Leticia Gonzales, managing director of North American natural gas pricing, and senior markets editor Chris Newman examine the market's dramatic shift from surplus to deficit, producers' restraint despite higher prices, and the impact of structural LNG demand growth on domestic markets. They also look ahead to how the evolving market fundamentals could shape gas prices through summer and into winter 2025/26.
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.
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.
Time to catch up on some DoD goodness and celebrate Daytona Speedweeks with this Valentine's Edition of NGI! PLAYLIST: 1:04 - Thennecan, Iris ~Pamela Calvo~ - LET'S GO AWAY [Rock/Metal Cover] (Daytona USA [ARC] :: YouTube) 6:24 - The Tiberian Sons - Tearing Through Kevin (Fire Emblem: Three Houses [NSW] :: Dwelling of Duels) 12:27 - Hotline Sehwani, Klaymore, Tuuh - Open Your Heart [Metal] (Sonic Adventure [DC] :: YouTube Music) 16:52 - Synchron Stage Orchestra, Masahiro Aoki - Path to Rivals [Login Theme] (Marvel Rivals [MULTI] :: YouTube Music) 20:05 - Daniel Tidwell - Techno Syndrome (Mortal Kombat [FILM] :: Bandcamp) SOUNDTRACK SPOTLIGHT: 404 GAME RE:SET -Error Game Reset- [MOBILE] :: VGMdb 29:44 - Takenobu Mitsuyoshi - The King of Speed ~ Daytona USA Re;mix 33:11 - Takenobu Mitsuyoshi - Let's Go Away ~ Daytona USA Re;mix 37:14 - Takenobu Mitsuyoshi - Sky High ~ Daytona USA Re;mix 43:00 - The Anonymous DoD Contestant, Biggoron, ErichWK, Lynn Favin - FUNKY FRESH (Donkey Kong Country 2: Diddy's Kong Quest [SNES] :: Dwelling of Duels) 46:20 - Biggoron - Moon Magic (McDonald's Treasure Land Adventure [GEN] :: Dwelling of Duels) 49:21 - jnWake - No eraser, 10B only, Final Destination! (Pictionary [NES] :: Dwelling of Duels) 52:52 - BARx - Bubble Crab Core (Mega Man X2 [SNES] :: Dwelling of Duels) 1:01:49 - jnWake, Jabo, Ivan Hakštok - Mind Lost in a Program (Kirby: Planet Robobot [3DS] :: Dwelling of Duels) 1:06:10 - Ivan Hakštok - Still More Sailing (Final Fantasy VII [PS1], Ys 2: Ancient Ys Vanished [PC-88] :: Dwelling of Duels) 1:12:09 - minusworld, jnWake, Roland N. Laracuente Martínez, Connor Engstrom - In Space, No One Can Hear You Party (Mario Party 2 [N64] :: Dwelling of Duels) 1:22:22 - ErichWK, Brandon L. Harnish, Ohm-I, AarekMG, Brendan Agnew, JohnStacy, Ed Goroza, Veronica Tyler Christie, Marcus Stables, Scott Elsner, DeLuxDolemite - Come On & Slam Shuffle (Final Fantasy VI [SNES] :: Dwelling of Duels) 1:27:51 - Newmajoe, Biggoron, Sam Schwartz, Brandon L. Harnish, Kev Ragone, ErichWK - Poison Jam (Sonic the Hedgehog 2 [GEN] :: Dwelling of Duels) 1:32:49 - Shea's Violin, Nicole Chang - Here Be Dragons! (Legend of Zelda: Wind Waker [GCN] :: Dwelling of Duels) 1:35:55 - Ultra Combo, Bert Keely, Newmajoe, Dave Dolengewicz, Nate Lisbin, John Harris, JakeDrumNBass - Dahlia Noire (L.A. Noire [PS3, XB360] :: Dwelling of Duels) 1:52:37 - Pokérus Project - Main Theme (Genshin Impact [MULTI] :: Bandcamp) 1:58:17 - Marshall Art - Lullaby For Sasha (RoboCop [C64] :: Bandcamp) 2:00:53 - Cory Johnson - See You Space Harrier... (Space Harrier [ARC] :: Dwelling of Duels)
Time to catch up on some DoD goodness and celebrate Daytona Speedweeks with this Valentine’s Edition of NGI! PLAYLIST: 1:04 – Thennecan, Iris ~Pamela Calvo~ – LET’S GO AWAY [Rock/Metal Cover] (Daytona USA [ARC] :: YouTube) 6:24 – The Tiberian Sons – Tearing Through Kevin (Fire Emblem: Three Houses [NSW] :: Dwelling of Duels) 12:27 ...Continue reading ‘Nitro Game Injection #577: Enter the Dwelling (of Duels)’ »
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.
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.
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 is here for 2025 with a throwback to the endurance concept, AS WELL AS going back to the ever-flowing Sonic well! This time? It's all "Oil Ocean Zone" from Sonic 2, baby! Why? Why not? PLAYLIST: 1:04 - Flexstyle - Aquafire (Sonic The Hedgehog 2 [GEN] :: GameChops) 9:47 - GaMetal - The Black Ocean (Sonic The Hedgehog 2 [GEN] :: YouTube) 12:52 - Judgesteadguitar - Oil Ocean Zone (Sonic The Hedgehog 2 [GEN] :: YouTube Music) 14:55 - Haempling - Only so much oil in the ocean (Sonic the Hedgehog 2 [GEN] :: Dwelling of Duels) 17:02 - Dummy - Oil Ocean (Sonic The Hedgehog 2 [GEN]) 22:28- danooct1 - Oil Ocean Zone (Sonic the Hedgehog 2 [GEN] :: VGMdb) 24:50 - 8-Beats VGM - Oil Ocean (Sonic The Hedgehog 2 [GEN] :: YouTube) 30:35 - MyNewSoundtrack - Oil Ocean Zone (Sonic 2 [GEN] :: Bandcamp) 34:44 - John "Joy" Tay, Uhrwerk Klockwerx - Oil Ocean Zone [YM2612 + SN76489 Arrangement] (Sonic the Hedgehog 2 [GEN] :: YouTube) 41:06 - analoq - Oil Spill (Oil Ocean Zone [GEN] :: OverClocked ReMix) 46:19 - Mesmonium - All Oil, No Water (Oil Ocean Zone [GEN] :: Bandcamp) 48:32 - Mykah - Oil Ocean Act 2 (Sonic the Hedgehog 2 [GEN] :: YouTube Music) 52:08 - Hyde209 - Oil Ocean (Sonic the Hedgehog 2 [GEN] :: Bandcamp) 59:50 - MkVaff - Dark Waters (Sonic the Hedgehog 2 [GEN] :: OverClocked ReMix) 1:03:40 - Funk Fiction - Oil Ocean Zone (Sonic the Hedgehog 2 [GEN] :: GameChops) 1:06:23 - Joshua Morse - Fossil Fuels (Sonic the Hedgehog 2 [GEN] :: GameChops) 1:09:46- Chernabogue - Oil Ocean [Epic Version] (Sonic the Hedgehog 2 [GEN] :: YouTube Music) 1:15:32 - Audio Sprite - Crude Assembly (Sonic the Hedgehog 2 [GEN] :: Bandcamp) 1:18:31 - PlanetSkill - Oil Ocean (WT-40 Mix) (Sonic the Hedgehog 2 [GEN] :: OverClocked ReMix) 1:21:54 - GeckoYamori, Rayza - Planet Oil (Sonic the Hedgehog 2 [GEN] :: VGMix Archive) 1:25:39 - RoBKTA - Oil Ocean (Sonic the Hedgehog 2 [GEN] :: Bandcamp) 1:39:20 - 130Grit - Oil Ocean Zone (Funk/Rock Cover [GEN] :: Bandcamp) 1:42:55 - Steven Morris - Oil Ocean Zone (From Sonic the Hedgehog 2 [GEN] :: VGMdb) 1:46:24 - zykO - The Long War (Sonic the Hedgehog 2 [GEN] :: OverClocked ReMix) eg_9371 - The Oil Ocean Rap Battle (Sonic the Hedgehog 2 [GEN] :: SiIvaGunner) NicoCW - Oil Ocean Zone (Sonic the Hedgehog 2 [GEN] :: YouTube)
NGI is here for 2025 with a throwback to the endurance concept, AS WELL AS going back to the ever-flowing Sonic well! This time? It’s all “Oil Ocean Zone” from Sonic 2, baby! Why? Why not? PLAYLIST: 1:04 – Flexstyle – Aquafire (Sonic The Hedgehog 2 [GEN] :: GameChops) 9:47 – GaMetal – The Black ...Continue reading ‘Nitro Game Injection #576: Oiled Up (Sonic 2 “Oil Ocean” Endurance Special)’ »
The folks at RadioSEGA invited Kyle back for a sixth time, so here's the WinterFest 2024 Edition of Nitro Game Injection! This episode of NGI's got tons of shop themes on tap, and some wintry fun to be had too! PLAYLIST: 1:15 - BadHairlineProductions - Be Cool, Be Wild and Be Groovy (Sonic Adventure [DC] :: YouTube) 8:11 - Katajun - Death of the Mall [Kill 'Em Mall] (Mighty Morphin Power Rangers: The Movie [SNES] :: Dwelling of Duels) 12:35 - Nestalgica - Mall Rat (The Sims [PC] :: YouTube) 15:30 - Stone McKnuckle - Deli Shop Quartet (Tyrian [PC] :: YouTube) 19:55 - Machinae Supremacy - Shopmusic [Remix] (Jets 'N' Guns 2 [PC] :: Bandcamp) 28:00 - Frank van 't Ende - Frostbit (Original work :: Scarlet Moon Records) 30:05 - Sean Bialo - Mall Meltdown [Sean Bialo Remix] (Teenage Mutant Ninja Turtles: Shredder's Revenge [MULTI] :: Bandcamp) 32:00 - Kade Kalka, Nah Tony - Another Winter (Scott Pilgrim: The Game [PS3/XB360] :: YouTube) 35:02 - Jake "virt" Kaufman - Steel Thy Shopping [Chip Version] (Shovel Knight [MULTI] :: SoundCloud) 41:29 - Epic Game Music - Board Shop [Lofi Cover] (Snowboard Kids [N64] :: YouTube Music) 43:29 - Melodies Zone, Hotline Sehwani - Diamond In The Sky Lofi (Sonic R [SAT] :: YouTube Music) 46:16 - Rexy - Shopping Network (Mega Man 9 [WII/PS3/XB360] :: OverClocked ReMix) 53:59 - insaneintherainmusic - Coconut Mall (Mario Kart Wii [WII] :: YouTube) 57:57 - Jazztick - Mall Zapla Johto (Pokemon Gold/Silver/Crystal [GBC] :: Bandcamp) 1:00:56 - The Consouls - Shop (The Legend of Zelda: Ocarina of Time [N64] :: YouTube Music) 1:04:56 - Sean Schafianski - Frozen Flame (Chrono Cross [PS1] :: Bandcamp) 1:11:44 - Nrmn, Blood Code - Hip Shop (DELTARUNE [PC] :: GameChops) 1:14:59 - Benjamin Briggs - Mystery Gift Radio! (Original work :: Bandcamp) 1:18:29 - Joshua Morse - Shop FUNKY Flights (Donkey Kong Country [SNES] :: GameChops) 1:25:18 - Harley Guio - Wii Shop Channel Theme (Nintendo Wii [WII] :: YouTube Music) 1:27:23 - giocko, Joshua Iyer, Becca Michaelson, Chromatic Apparatus, Nico Mendoza, Steven Higbee - Rosalina in the Observatory (Super Mario Galaxy [WII] :: GameGrooves) 1:29:21 - Joe di Fiore - Snowball Park (Super Mario 3D World [WIIU] :: YouTube Music) 1:41:18 - Ro Panuganti - Shop Theme [Humoresque Of A Little Dog] (Earthbound [SNES] :: VGMdb) 1:44:22 - Slambob - Tem Shop Bluz (UNDERTALE [PC] :: VGMdb) 1:49:25 - Rolando - Shop (Fantasy Zone [ARC] :: VGMdb) Nernant - Holiday D.I.Y. Shopping Medley (SiIvaGunner)
The folks at RadioSEGA invited Kyle back for a sixth time, so here’s the WinterFest 2024 Edition of Nitro Game Injection! This episode of NGI’s got tons of shop themes on tap, and some wintry fun to be had too! PLAYLIST: 1:15 – BadHairlineProductions – Be Cool, Be Wild and Be Groovy (Sonic Adventure [DC] ...Continue reading ‘Nitro Game Injection #575: Late-Game Capitalism (RadioSEGA WinterFest 2024 Special)’ »
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.
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.
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.
What a show we have tonight. John and B discuss the crazy weekend GCW just had. We will talk about NGI, the aftermath, Atticus Cogar Returns, Hammerstein, Sawyer Wrecks retirement, and much much more. Come join us for this action packed night! Go to slamchats.com or send a superchat to donate & show your support to the team. #GCW #IndependentWrestling #IndieWrestling #ProWrestling #CelebrateProWrestling #GCWChaos #GCWGateway #GCWNGI9 #GCWHammerstein #GameChangerWrestling
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.
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 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 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?
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.
From rising costs, construction delays and an increasing number of regulatory hurdles, U.S. LNG projects have seen a bevy of challenges this year, but how impactful really are the new obstacles? Baker Botts' Jason Bennett, department chair of global projects and co-chair of energy, discusses the near-term global natural gas market dynamics and domestic policies shaping the development of U.S. liquefied natural gas export capacity with NGI's Senior LNG Editor Jacob Dick. Despite rising complications, there is still strong demand for LNG, according to Bennett. One way or another, buyers will seek to fill LNG demand – and the U.S. natural gas market remains a strong supplier.
Susan Sakmar, a visiting law professor at the University of Houston Law Center and board member at Flex LNG Ltd., joins NGI's LNG Managing Editor Jamison Cocklin to discuss the state of the global natural gas market as summer nears an end. The two review geopolitical tensions and supply security issues that are likely to factor heavily into the liquefied natural gas market this winter heating season. The conversation covers the recent court decision impacting Rio Grande and Texas LNG projects that could have far-reaching impacts for other export terminals under development. Sakmar and Cocklin also discuss some of the key events that have shaped the market in recent years, and how they are likely to influence its future.
Halfway through the summer, U.S. natural gas prices have struggled to gain momentum. NGI's team of markets reporters discuss the supply and demand factors at play in the market, and where natural gas prices may be heading into the winter and beyond.
Poten & Partners LNG industry analyst Sergio Chapa sits down with NGI's Christopher Lenton, senior editor for Mexico & Latin America, to survey the current North American liquefied natural gas industry scene. They talk through the impacts of former Hurricane Beryl on Gulf Coast infrastructure. Chapa and Lenton also discuss the state of the Biden administration's pause on U.S.-based LNG export projects and the implications for international competitors. Has the pause given impetus to other projects? How are Mexico LNG projects advancing in the wake of the regulatory back-and-forth?