The cross-border natural gas trade between the United States and Mexico is firing on all cylinders, driven by surging power generation, industrial expansion and the hunt for reliable energy security. Despite near-term price volatility at the Waha header and evolving domestic policy under Mexico’s President Claudia Sheinbaum, pipeline flows from West Texas continue to set records as Mexican natural gas demand outpaces broader economic activity. At the same time, mounting geopolitical friction in the Middle East has upended the global LNG market, pushing prices higher amid tightening supply and rising geopolitical risks. The turmoil underscores the importance of reinforcing Mexico’s access to US natural gas for domestic use and west coast exports.

In this episode of NGI’s Hub & Flow podcast, NGI’s Christopher Lenton sits down with Esentia Energy CEO Daniel Bustos to unpack the state of Mexican natural gas dynamics. Bustos discusses the outlook for Waha pricing, the massive power demand coming from emerging data centers and the industrial sector, the potential for Pacific Coast LNG exports, and why the deep codependence between US upstream producers and Mexican midstream networks makes cross-border energy trade indispensable.

The Western Canadian natural gas market is undergoing a major structural shift as new export capacity and domestic demand growth begin to reshape the basin’s supply and demand dynamics. Although a warm Pacific Northwest winter and temporary US West Coast dislocations have kept near-term AECO prices muted, the ramp-up of LNG Canada and an emerging wave of local industrial demand are laying the groundwork for a significantly tighter market. As producers navigate pipeline congestion and volatile regional basis, the long-term outlook hinges on balancing disciplined capital allocation against massive future energy needs.

In this episode of NGI’s Hub & Flow podcast, NGI’s Christopher Lenton and Andrew Baker discuss shifting Canadian market dynamics with Canada’s biggest natural gas producer. Tourmaline Oil’s Vice President of Capital Markets Jamie Heard dissects what could drive AECO pricing higher, including the outlook for LNG Canada’s full operational impact and under-the-radar demand from both Alberta’s oilsands and behind-the-meter data centers.

As surging demand from artificial intelligence (AI) data centers, power generation, reshoring manufacturers and global LNG exports pushes North America’s energy needs to record heights, natural gas midstream infrastructure in the United States is hitting a critical wall. While the Interstate Natural Gas Association of America (INGAA) projects a need for 25,000 miles of new pipeline by 2050 — even under a low-carbon scenario — long-standing regulatory hurdles, litigation and supply chain delays threaten to constrain critical markets, which could lead to greater natural gas price volatility.

In this episode of Hub & Flow, NGI’s Christopher Lenton sits down with INGAA CEO Amy Andryszak to dissect the key drivers and obstacles shaping the future of North American energy transport. From legislative changes and regulatory reform, to navigating steel tariffs and intense competition for natural gas turbines, the discussion outlines what it would take to build the infrastructure required to fuel the continent.