NGI’s Hub & Flow is a podcast for busy natural gas professionals interested in a quick take on the North American energy market. Join NGI’s trusted reporters, editors and analysts as they discuss what is driving supply and demand fundamentals, prices and movements in the natural gas and LNG markets in the U.S., Canada and Mexico.
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NGI’s Hub & Flow is a podcast for busy natural gas professionals interested in a quick take on the North American energy market. Join NGI’s trusted reporters, editors and analysts as they discuss what is driving supply and demand fundamentals, prices and movements in the natural gas and LNG markets in the U.S., Canada and Mexico.
Is the U.S. LNG Market Getting Too Crowded? – A Deep Dive With Poten’s Jason Feer
NGI’s Hub & Flow
22 minutes
1 week ago
Is the U.S. LNG Market Getting Too Crowded? – A Deep Dive With Poten’s Jason Feer
Poten & Partners’ Jason Feer, global head of business intelligence, joins NGI’s Jamison Cocklin, managing editor of LNG, to discuss how the rapid North American LNG export growth could slow down projects still in the development phase. They explore whether potential project delays could slow an expected LNG supply glut later in the decade, as well as how long oversupply could affect the natural gas market. Cocklin and Feer also discuss implications of the supply glut on U.S. natural gas prices and on global benchmarks, and how foreign offtakers could react to shifting prices. In the wake of six LNG projects having reached final investment decisions in 2025, they also delve into the viability of financing additional projects.
NGI’s Hub & Flow
NGI’s Hub & Flow is a podcast for busy natural gas professionals interested in a quick take on the North American energy market. Join NGI’s trusted reporters, editors and analysts as they discuss what is driving supply and demand fundamentals, prices and movements in the natural gas and LNG markets in the U.S., Canada and Mexico.