Midstream investors to see if commercial pickup in natural gas, LNG translated to Q2 bottom line

North American gas market eyes spending outlook as Q3 earnings season begins: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist current trends in the North American gas midstream sector as... by Commodities Focus

12 min listen

North American midstream earnings put natural gas volumes, prices and exports in focus: In the latest installment of the S&P Global Platts Commodities Focus podcast, Jason Lindquist, S&P Global Platts senior digital editor, and Harry Weber, a Platts senior natural gas writer in Houston, discuss current trends in the North... by Commodities Focus

11 min listen

North American midstream sector eyes outlook for rebound as second-quarter results released: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview with senior digital editor Jason Lindquist the upcoming release of second-quarter earnings results by... by Commodities Focus

15 min listen

North American midstream sector looks ahead after Q1 impacted by weather: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview with senior digital editor Jason Lindquist the upcoming release of first-quarter earnings results by... by Commodities Focus

14 min listen

Market angles for status of delayed projects as US midstream sector prepares results: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview with natural gas managing editor Joe Fisher the upcoming second-quarter earnings season for midstream companies. I by Commodities Focus

15 min listen

Part 1: Volatility in global markets creates havoc for upstream US oil, gas and LNG: The ongoing and extreme volatility in world oil markets has triggered a range of industry dynamics in the US. Editors from S&P Global Platts and S&P Global Market Intelligence examine the latest market news, with a particular focus on upstream... by Commodities Focus

12 min listen

LNG market disruption pushes developers to defer decisions on new liquefaction projects: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Platts Analytics head of gas and power Ira Joseph discuss the latest developments in the global LNG market as the weak price environment continues and project developers... by Commodities Focus

31 min listen

Market stress leads to dim near-term outlook across North American midstream gas sector: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good analyze the just-completed release of first-quarter earnings results by companies in the midstream sector. The... by Commodities Focus

15 min listen

Project deferrals, spending cuts set the tone during North American midstream sector earnings: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good wrap up the recently completed second-quarter earnings reporting season by companies in the midstream sector.... by Commodities Focus

12 min listen

Winter pricing insights: The new dynamics of US natural gas markets: With record-high production and unprecedented exposure to global markets through exports, US natural gas markets are in many ways heading into uncharted territory this winter. S&P Global Platts Americas natural gas manager Ryan Ouwerkerk speaks... by Commodities Focus

19 min listen

North American midstream sector stresses need for strengthening infrastructure reliability: Operators of pipelines and liquefaction terminals that were able to deliver supplies during the February freeze in Texas were rewarded with strong first-quarter profits, while those that had difficulty were saddled with higher costs and lower revenue.... by Commodities Focus

11 min listen

Coronavirus poses dim near-term outlook for North American midstream sector: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview the upcoming release of first-quarter earnings results by companies in the North American midstream... by Commodities Focus

12 min listen

How fears of a US recession could impact spending in the US natural gas midstream sector: S&P Global Platts senior natural gas writer Harry Weber and Americas natural gas managing editor Joe Fisher discuss the outlook for the US midstream sector as fourth-quarter 2018 earnings reporting season begins, from the appetite for further major pipeli by Commodities Focus

12 min listen

How global market fundamentals are impacting North American LNG export developers’ drive toward FID: S&P Global Platts reporter Harry Weber, Managing Editor Scott Ickes and independent LNG analyst Ted Michael discuss the outlook for further LNG export growth from the US and Canada, which country will launch the second wave of liquefaction terminals with by Commodities Focus

13 min listen

North American LNG exporters face difficult test as price plunge sets new lows: S&P Gloal Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist current trends in the North American and global LNG markets... by Commodities Focus

19 min listen

Business models clash as Gastech continues in Houston: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist the highlights of the second day of the Gastech conference in Houston. Th by Commodities Focus

9 min listen

Commercial activity heats up as Gastech gets underway in Houston: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist the highlights of the first day of the Gastech conference in Houston. Off by Commodities Focus

12 min listen

2020: The shakeout year to come for US LNG development: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts head of Americas gas news Joe Fisher the outlook for US LNG export growth in 2020, which projects... by Commodities Focus

19 min listen

Will the Inflation Reduction Act help US low-carbon hydrogen outpace the EU?: Plug Power, one of the leading green hydrogen companies in the US, has put a lot of investment and attention in the European green hydrogen market over the years. But its attention is now expected to shift back to the US side of its business following... by Platts Future Energy

21 min listen

Pessimism spreads in US LNG sector as coronavirus exacerbates market woes: US LNG developers face challenges advancing any new export projects this year amid the escalating coronavirus outbreak, which has exacerbated the drop in global demand that has already led to record-low prices in Asia. Decision makers are lamenting... by Commodities Focus

11 min listen

Evolving LNG trade: Will demand for cleaner gas spread to Asia?: As the US and Europe move to cut methane emissions, will the demand pull for cleaner LNG spread to price-sensitive Asia? Ben Cahill, a senior fellow at the Center for Strategic and International Studies, this month looking at how concerns about... by Capitol Crude: The US Energy Policy Podcast

18 min listen

Natural gas bulls rush into 2021, pushing Asian LNG to record highs: Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are back with their first podcast of 2021 to discuss the remarkable price and market... by Commodities Focus

21 min listen

Have LNG and gas markets returned to normality in 2023?: Prices are closer to lower, volatility has reduced and inter-product price spreads have come in, so are we seeing gas and LNG markets revert to normality? What are the factors that have calmed markets, and is this new-found tranquillity likely to be... by Commodities Focus

23 min listen

The shifting map for LNG trade flows and the outlook for prices and new projects: S&P Global Platts senior natural gas writer Harry Weber and natural gas managing editor Joe Fisher in Houston talk with LNG editor Luke Stobbart in London about trade-flow trends that have seen Europe become a favored destination for Atlantic Basin LNG ex by Commodities Focus

20 min listen

Narrow margins are back for US gas, but will producers slow output?: US Henry Hub natural gas prices have averaged just $2.43/MMBtu this year, pushing many producers close to, or even below, their breakeven price. Mild weather and weak gas demand this past winter were largely to blame, triggering a selloff that dropped... by Commodities Focus

15 min listen

Tellurian CEO Meg Gentile on the global LNG market, prices and US development: Meg Gentle, CEO of Tellurian, joins S&P Global Platts senior natural gas writer Harry Weber to discuss the global LNG market, the trajectory for prices and what lies ahead for US commercial development. She is a former marketing chief at Cheniere... by Commodities Focus

16 min listen

Shale shake-up: The IEA’s new oil forecasts and what they mean for the IOCs: The International Energy Agency has released its latest annual long-term energy outlook in which US shale gets a major resource uplift, shifting the oil market dynamic over the coming decades. S&P Global Platts editor Nick Coleman and Market... by Commodities Focus

15 min listen

Tracking upstream emissions with US oil supply on the rise: US oil supply is expected to increase this year, and new tools tracking upstream emissions will bring interesting new insights. Deb Ryan, head of low-carbon market analytics for S&P Global Commodity Insights, explains her team's monthly... by Capitol Crude: The US Energy Policy Podcast

14 min listen

Make-or-break time approaching for US LNG developers as trade turmoil escalates: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts natural gas managing editor Joe Fisher the state of play in the US LNG industry, with competition for commercial by Commodities Focus

23 min listen

US midstream sector eyes LNG opportunities, Mexico growth and financial overhauls: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview with natural gas managing editor Joe Fisher the upcoming first-quarter earnings season for midstream companies, whic by Commodities Focus

13 min listen

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Midstream investors to see if commercial pickup in natural gas, LNG translated to Q2 bottom line

Midstream investors to see if commercial pickup in natural gas, LNG translated to Q2 bottom line

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