Gas scheduling, pipeline data, arbitrage, LNG globalization, AI-powered tariffs, and the rapid shift toward reliable low-carbon fuel — this conversation with Jay Bhatty shines a light on how the natural gas market is being rewritten from the inside out.
Jay shares his path from Enron to building NatGasHub into a core scheduling platform for North America, why data is the real commodity traders fight over, and how AI data centers are quietly reshaping the future of energy reliability.
- 00:00 – Opening: the silent revolution in verified energy
00:44 – Jay’s journey: India → Ohio → Enron02:25 – Early lessons from Enron alumni & top-tier traders04:10 – Electricity shortages and why energy became Jay’s obsession05:18 – The pain point that sparked NatGasHub06:52 – Turning 50 pipeline websites into one streamlined platform08:40 – Why empirical pipeline data gives traders an edge10:22 – Automation: from whiteboards to real-time digital scheduling12:15 – Arbitrage opportunities and information asymmetry14:10 – The motivation behind Nat Gas Millions15:55 – What new traders misunderstand about the physical market17:48 – “All the money is made in the margins” — real trading war stories19:35 – How geopolitical shocks hit energy markets20:48 – LNG and the rise of natural gas as a global commodity22:36 – AI data centers and the real priorities behind their power demand24:18 – Why big tech is turning toward natural gas infrastructure25:52 – The challenge of tracking low-carbon gas molecules27:05 – Advice for new traders on mastering risk28:20 – Using AI to decode 500-page pipeline tariffs29:10 – Where to find Jay’s book & how to work with NatGasHub
If you're in trading, infrastructure, energy technology, or you're trying to understand how physical markets actually work, this episode gives you the “behind the curtain” view.
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