{"podcast":{"title":"NGI’s Hub & Flow","slug":"ngi-s-hub-flow-116681","podcast_index_feed_id":116681,"rss_url":"https://feed.podbean.com/hubflow/feed.xml","website_url":"https://hubflow.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/7718176/NGI-Logo-Podcast_1__29y7fp.png","author":"NGI: Natural Gas Intelligence","episode_count":100,"summary":"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.","last_synced_at":"2026-07-10T00:18:47.358651+00:00","page_url":"https://stenobird.com/podcast/ngi-s-hub-flow-116681"},"episode":{"title":"The Hormuz Paradox: Will Higher Crude Oil Output Crush US Natural Gas Prices?","slug":"the-hormuz-paradox-will-higher-crude-oil-output-crush-us-natural-gas-prices","published_at":"2026-05-28T13:00:00+00:00","page_url":"https://stenobird.com/podcast/ngi-s-hub-flow-116681/the-hormuz-paradox-will-higher-crude-oil-output-crush-us-natural-gas-prices","show_page_url":"https://stenobird.com/podcast/ngi-s-hub-flow-116681","url":"https://hubflow.podbean.com/e/the-hormuz-paradox-will-higher-crude-oil-output-crush-us-natural-gas-prices/","audio_url":"https://mcdn.podbean.com/mf/web/m6a9hfvvhf93qccf/Ep194-CL-PR-20260528.mp3","summary":"The global energy market has entered a period of stark contrasts: a sudden structural deficit in global crude oil on one side, and a looming wall of associated US natural gas production on the other. As the closure of the Strait of Hormuz takes a massive chunk of global supply offline, the turmoil is forcing a geopolitical risk premium back into crude prices, leaving US natural gas producers bracing for a summer of unexpected headwinds. In this episode of Hub & Flow, NGI Senior Vice President of Research & Analysis Patrick Rau discusses the seismic shifts reshaping the energy landscape following first quarter earnings calls. The conversation dives into why a bullish $70/bbl crude market could spell trouble for Henry Hub via a surge in associated gas, and how US LNG is racing to fill the global void left by a squeezed Qatar. Rau also explains why the market might be fundamentally misunderstanding the role of data centers by looking only at power demand while ignoring the massive efficiency gains coming to the supply side.","meta_description":"The global energy market has entered a period of stark contrasts: a sudden structural deficit in global crude oil on one side, and a looming wall of assoc…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1255,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ngi-s-hub-flow-116681/episodes/the-hormuz-paradox-will-higher-crude-oil-output-crush-us-natural-gas-prices/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/ngi-s-hub-flow-116681/the-hormuz-paradox-will-higher-crude-oil-output-crush-us-natural-gas-prices.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}