In the latest episode of NGI’s Hub & Flow, Senior Markets Editor Kevin Dobbs interviews Steve Blair, senior account executive at Marex North America LLC. Blair addresses possible production cuts, supplies in storage, weather demand, Australian LNG strikes, war in Russia and more – setting the stage for winter supply/demand and what may happen with prices through the heating season.

As Blair noted, many analysts think falling rig counts are starting to contribute to lower output estimates. At the same time, winter weather is around the corner and new LNG export facilities are poised to open soon on the Gulf Coast. If these demand drivers develop in concert with lower production, markets could rally. Blair and Dobbs explain why.