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.

NGI’sKevin Dobbs, senior markets editor, and Patrick Rau, senior vice president of research and analysis, dig into the state of natural gas fundamentals and price implications.

Coming off earnings season and executive outlooks shared on analyst calls, the two discuss the various factors that could influence producers to further ramp up supply – from key price thresholds to macroeconomic conditions. They also delve into long-term demand drivers, including swelling calls by LNG facilities for feed gas and a growing number of data centers with robust energy needs.

Rau and Dobbs tie together supply and demand and how the various puts and takes could line up to impact natural gas prices this year and beyond.

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.