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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 ‮…
The global energy market has entered a period of stark contrasts: a sudden structural deficit in global crude oil on one side, and a looming wall of associated US natural gas production on the other. As the closure of the Strait of Hormuz takes a massive chunk of global supply offline, the turmoil‮…
The California energy market has historically been defined by extreme contradictions: a regulatory push toward a renewable energy stack on one side, and total dependence on neighboring regions for physical natural gas molecules on the other. While a “perfect storm” early this spring pushed spot pr‮…
As critical chokepoints have frozen traditional trade routes, the global energy sector is abandoning old assumptions for a new mantra: supply diversity. This macro shock is forcing long standing buyers and emerging markets alike to radically rethink their structural exposure to a highly punitive L‮…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-NGI: Natural Gas Intelligence, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.