NatGas Millions With Empirical Gas | Jay Bhatty | Empirical Energy | EP 112

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 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. Don’t forget to: 👍 Like this if energy markets matter to your world 🔔 Subscribe to follow the people shaping the future of energy 💬 Share your biggest insight—traders and operators learn from each other 🔗 Pass this to someone who works behind the scenes of our energy system #EnergyTrading #NaturalGas #AIandEnergy #EnergyTech #LNG #CommodityTrading #NatGasHub #PipelineData #DataCenters #EmpiricalEnergy #LowCarbonEnergy #EnergyInfrastructure