NGI’s Andrew Baker and  Kevin Dobbs sit down for deep dive into the state of North American natural gas markets, with a particular emphasis on the western United States and Canada.

The discussion spans key factors shaping supply, demand, and price outlooks – from a coming surge in data center energy needs to abundant Canadian production and persistent infrastructure constraints. Drawing on insights from the recent LDC Gas Forum in Denver, Baker highlights the interplay of emerging demand drivers with today’s elevated supply picture.

The editors also examine what forward curves reveal about fundamentals heading into winter and beyond, offering perspective on where the market may be headed in the months ahead.