NGI’s Hub & Flow

NGI’s Jacob Dick, senior editor of LNG, sits down with Charif Souki, co-founder of Cheniere Energy Inc. and a pioneer of the U.S. LNG industry, to discuss how the critical transformation of the U.S. natural gas industry that turned the country into the world’s largest LNG exporter is reshaping global markets. Souki examines how the shale revolution, technological advances and massive resource discoveries transformed U.S. production and unlocked decades of low-cost supply. He also notes that LNG demand has created new challenges for producers, who now depend on export markets as physical gas consumption has ballooned to unprecedented levels. He also outlines how evolving economics, higher construction costs and shifting contract structures are pushing LNG developers toward more merchant-style risk. Looking forward, Souki says ongoing technological breakthroughs, especially deeper drilling and improved productivity, continue to expand U.S. resource potential and would shape the next era of LNG growth.

Poten & Partners’ Jason Feer, global head of business intelligence, joins NGI’s Jamison Cocklin, managing editor of LNG, to discuss how the rapid North American LNG export growth could slow down projects still in the development phase. They explore whether potential project delays could slow an expected LNG supply glut later in the decade, as well as how long oversupply could affect the natural gas market. Cocklin and Feer also discuss implications of the supply glut on U.S. natural gas prices and on global benchmarks, and how foreign offtakers could react to shifting prices. In the wake of six LNG projects having reached final investment decisions in 2025, they also delve into the viability of financing additional projects.

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.

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.

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 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.