The natural gas market is evolving faster than the pipes can keep up, creating a high-stakes environment where infrastructure is king. Jay Bhatty, founder of NatGasHub.com and author of Nat Gas Million$: Insider Secrets To Striking It Rich, joins NGI’s Chris Lenton and senior editor Andrew Baker to pull back the curtain on the world of energy trading and the "unsung heroes" of gas scheduling. Bhatty breaks down how the disconnect between surging demand, driven by LNG exports and the data center boom, as well as how limited pipeline capacity is creating massive opportunities for those who control firm transport and storage.

The discussion dives into the current winter outlook, encompassing how early-season volatility and potential "fireworks" in pipeline-constrained regions like the Northeast could trigger major price dislocations. Bhatty also shares strategic insights from his career on the trading floor, explaining the shift from traditional market drivers to a new era defined by high-flexibility storage and structural demand growth. As the market braces for the next major cold snap, Bhatty provides a roadmap for navigating a volatile commodity landscape where physical delivery is becoming the ultimate competitive advantage.

In this strategic outlook for the year ahead, NGI's Christopher Lenton, managing editor of Mexico, and Patrick Rau, senior vice president of research and analysis, sit down to discuss the natural gas market in a shifting supply landscape.

While industry sentiment is overwhelmingly bullish, the discussion explores a critical tension: Can a 6% Henry Hub price premium survive the current storage surplus on top of the unpredictability of winter weather? From the massive growth in LNG exports to the regulatory hurdles facing data center expansion, the conversation delves into whether North American producers can ramp up production in time to meet the 4 Bcf/d demand surge projected for the coming year.

As the new year dawns, the U.S. energy industry is facing a complex future, filled with opportunities for extending LNG exports, advancing power solutions and building infrastructure. Deloitte’s Kate Hardin joined NGI’s Carolyn Davis, managing editor-news, to offer insight about the firm’s 2026 oil and gas forecast.

It’s innovation that will guide the future, Hardin said. This is the beginning of an exciting year for the oil and gas industry, as it continues expanding efficiencies and improving technologies.

Could natural gas prices strengthen? Will utilities advance more natural gas-fired capacity? What about regulations and government policies? Could they stymie investments?

Hardin discusses that and more in an insightful discussion.