Rephonic
Artwork for NGI’s Hub & Flow
Natural Gas
LNG
Data Centers
Mexico
LNG Exports
Pemex
Permian Basin
LNG Market
Natural Gas Market
Natural Gas Prices
Biden Administration
Natural Gas Storage
Claudia Sheinbaum
FERC
United States
CFE
LNG Freight Rates
LNG (liquefied Natural Gas)
Henry Hub
Canada

NGI’s Hub & Flow is a podcast for busy natural gas professionals interested in a quick take on North American energy markets. Join Natural Gas Intelligence’s trusted reporters, editors and analysts as they discuss what is driving supply and demand fundamentals, prices and movements in the natural gas and LNG markets in the U.S., Canada and Mexico.

PublishesTwice monthlyEpisodes100Founded7 years ago
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Artwork for NGI’s Hub & Flow

Latest Episodes

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. A... more

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 urge... more

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 glob... more

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 wisd... more

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Recent Guests

Jim Welty
President of the Marcellus Shale Coalition
Marcellus Shale Coalition
Episode: Appalachian Natural Gas at a Crossroads: Data Centers, Pipelines and Power
Nobuo Tanaka
Former head of the International Energy Agency
IEA
Episode: The New Golden Age of LNG? How Asia’s Natural Gas Shock is Redefining Global Natural Gas Markets
Jacob Dick
NGI Senior Editor for LNG
NGI (Natural Gas Intelligence)
Episode: Strait Talk: How Geopolitics & Feedgas Demand Are Reshaping North American LNG
Andrew Baker
NGI Senior Editor
NGI (Natural Gas Intelligence)
Episode: Heat Wave Bear Market? Inside the US Natural Gas Summer Paradox
Jack Weixel
Analyst at East Daley Analytics
East Daley Analytics
Episode: Operational Chaos or House Money? Inside the Permian’s High-Stakes Waha Turnaround
David Dutch
NGI trading expert, former senior natural gas trader
NGI (Natural Gas Intelligence)
Episode: Are California’s Low Natural Gas Prices Here to Stay?
Pat Rau
NGI's Senior Vice President, Research & Analysis
NGI
Episode: The Hormuz Paradox: Will Higher Crude Oil Output Crush US Natural Gas Prices?
Martin King
Calgary-based analyst from RBN Energy
RBN Energy
Episode: When Will Canada’s AECO NatGas Prices Find Support?
Jamison Cocklin
Managing Editor for LNG at NGI
NGI
Episode: The Second Shock: US LNG and the Global Natural Gas Stalemate

Host

Chris Lenton
Host of NGI's Hub & Flow; NGI (Natural Gas Intelligence)

Reviews

4.9 out of 5 stars from 33 ratings
  • Subjectmatter has rhus far been relevant and up to date. would enjoy more latest news posted updates on m market conditions and expected influences for daily/monthly trading.

    Audible
    5
    Peter
    United States2 years ago
  • Need to know NG information

    Subjectmatter has rhus far been relevant and up to date. would enjoy more latest news posted updates on m market conditions and expected influences for daily/monthly trading.

    Audible
    5
    Peter
    United States2 years ago
  • E101

    This was a great podcast that provided new and different perspectives than usual. It would be great to have more like this. And these two experts are incredible in discussion.

    Thank you and well done today. Great stuff.

    AQ

    Subscriber.

    Apple Podcasts
    5
    Ibandyq
    Canada4 years ago
  • Learning a lot

    Leticia does a great job covering the Natural Gas Industry. Well worth a listen!

    Apple Podcasts
    5
    Randgolder
    United States6 years ago
  • Great Natural Gas Podcast!

    This one is a must to understand the reasons behind natural gas prices and all news around the energy industry.

    Christopher Lenton and Leticia Gonzales add so much value with their analysis and insights!!! Highly recommended for the industry!

    Keep doing this great job guys!

    Apple Podcasts
    5
    Ricardo Carmona NGV
    Mexico6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Coverage feels credible and data-driven, with actionable takeaways for procurement and trading.
Guests bring a strong mix of trading and policy expertise.
Listeners appreciate the practical market insights and real-time analysis.

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Talking Points

Recent interactions between the hosts and their guests.

Strait Talk: How Geopolitics & Feedgas Demand Are Reshaping North American LNG
Q: What developments should listeners watch in Canada, particularly Phase 2 and LNG Canada's long-term outlook?
Phase 2 momentum is heating up with partnerships and pipeline expansions, while LNG Canada is nearing full ramp-up but facing commissioning challenges; Canada could become a more prominent supplier to Asia and potentially Europe, reshaping North American supply routes.
Strait Talk: How Geopolitics & Feedgas Demand Are Reshaping North American LNG
Q: Which projects are most influential right now in shaping US LNG nominations and when do you expect key FIDs to move forward?
Golden Pass and Plaquemines are currently the main drivers of nominations, with several brownfield expansions keeping momentum; FIDs continue to be arraigned around financing and contractor readiness, with Canadian momentum potentially accelerating in the second half of the year.
Strait Talk: How Geopolitics & Feedgas Demand Are Reshaping North American LNG
Q: Jacob, last time you were on the podcast we discussed the Hormuz crisis. How would you describe the current global LNG landscape and the role the Middle East crisis is playing now?
The overall mood remains that we're in a crisis with limited wiggle room, but US supply additions and reroutings are dampening price volatility while maintaining a tighter market than a year ago; long-term, the narrative is shifting toward how continued supply implies a larger role for US and Canadian projects, even if the crisis abates in six months.
Operational Chaos or House Money? Inside the Permian’s High-Stakes Waha Turnaround
Q: That changed when the Gulf Coast expansion came online in the middle of June. Do you think that relief is coming to an end here? Or what are you watching to determine whether Waha can remain consistently positive, Jack?
I'm watching the daily cash settlement price and the forward curve, which has turned more positive. The new GCX expansions reduce regional constraints, and while prices might dip a bit over long weekends, we should see positive outright prices as expansions layer in later this year.
Are California’s Low Natural Gas Prices Here to Stay?
Q: How could Costa Azul and other LNG projects influence California prices in the near term?
Costa Azul has the potential to shift gas flows by pulling gas off main pipelines during periods of high demand, which could tighten supply to California and push prices higher on hot or cold days, while remaining a factor to watch as the facility becomes fully operational.

Audience Metrics

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Frequently Asked Questions About NGI’s Hub & Flow

What is NGI’s Hub & Flow about and what kind of topics does it cover?

This program targets busy natural gas professionals who want quick, actionable insights into North American energy markets. Across episodes, the conversations consistently focus on supply-demand dynamics, pricing, LNG developments, and policy or geopolitical events shaping U.S., Canadian, and Mexican gas and LNG flows. Notable strengths include timely, market-forward analysis, live event coverage from industry summits, and a guest slate that combines former traders, policy experts, and senior NGI analysts to provide practical takeaways for end users and buyers. A standout aspect is the integration of data tools and market telemetry discussions, offering listeners not just context but actionable viewpoints for trading, contracting, and strat... more

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Which podcasts are similar to NGI’s Hub & Flow?

These podcasts share a similar audience with NGI’s Hub & Flow:

1. Oil Ground Up
2. Columbia Energy Exchange
3. The HC Commodities Podcast
4. Oil and Gas This Week
5. Odd Lots

How many episodes of NGI’s Hub & Flow are there?

NGI’s Hub & Flow launched 7 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on NGI’s Hub & Flow?

Recent guests on NGI’s Hub & Flow include:

1. Jim Welty
2. Nobuo Tanaka
3. Jacob Dick
4. Andrew Baker
5. Jack Weixel
6. David Dutch
7. Pat Rau
8. Martin King

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