Episode
From $30 Spikes to Plummeting Prices: The New Reality of U.S. Natural Gas
- Podcast
- NGI’s Hub & Flow
- Published
- Mar 19, 2026
- Duration seconds
- 1238
- Processing state
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Summary
Following a winter defined by both record-shattering cold and unseasonal warmth, NGI's Leticia Gonzales, managing director of North American natural gas pricing, joins the podcast to break down the current state of the U.S. natural gas market. From the regional pricing discrepancies in the Permian Basin to the shifting dynamics of global geopolitics following recent events in the Middle East, Gonzales provides an in-depth look at the supply/demand balance. The conversation also dives into the future of the sector and provides a summer preview, examining the rapid expansion of LNG infrastructure and the emerging role of AI data centers in driving long-term demand.