Gas scheduling, pipeline data, arbitrage, LNG globalization, AI-powered tariffs, and the rapid shift toward reliable low-carbon fuel — this conversation with Jay Bhatty shines a light on how the natural gas market is being rewritten from the inside out.

Jay shares his path from Enron to building NatGasHub into a core scheduling platform for North America, why data is the real commodity traders fight over, and how AI data centers are quietly reshaping the future of energy reliability.

Key Discussion Points

• 00:00 – Opening: the silent revolution in verified energy
• 00:44 – Jay’s journey: India → Ohio → Enron
• 02:25 – Early lessons from Enron alumni & top-tier traders
• 04:10 – Electricity shortages and why energy became Jay’s obsession
• 05:18 – The pain point that sparked NatGasHub
• 06:52 – Turning 50 pipeline websites into one streamlined platform
• 08:40 – Why empirical pipeline data gives traders an edge
• 10:22 – Automation: from whiteboards to real-time digital scheduling
• 12:15 – Arbitrage opportunities and information asymmetry
• 14:10 – The motivation behind Nat Gas Millions
• 15:55 – What new traders misunderstand about the physical market
• 17:48 – “All the money is made in the margins” — real trading war stories
• 19:35 – How geopolitical shocks hit energy markets
• 20:48 – LNG and the rise of natural gas as a global commodity
• 22:36 – AI data centers and the real priorities behind their power demand
• 24:18 – Why big tech is turning toward natural gas infrastructure
• 25:52 – The challenge of tracking low-carbon gas molecules
• 27:05 – Advice for new traders on mastering risk
• 28:20 – Using AI to decode 500-page pipeline tariffs
• 29:10 – Where to find Jay’s book & how to work with NatGasHub
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If you're in trading, infrastructure, energy technology, or you're trying to understand how physical markets actually work, this episode gives you the “behind the curtain” view.

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