Sr/Lead/Principal Fundamentals Analyst - Midwest

Key Responsibilities:

• Market Analysis & Forecasting: Build and maintain detailed Midwest natural gas supply-demand balance models incorporating Appalachian and Midcontinent supply flows, Canadian imports, storage activity, pipeline receipts and deliveries, residential and commercial demand, power burn, industrial demand, and regional exports. Develop short- and long-term market forecasts based on these balances

• Infrastructure & Flow Monitoring: Monitor pipeline operations, maintenance activity, constraints, storage utilization, import capacity, regional transportation corridors, and basis market movements impacting Midwest supply-demand balances. Analyze the interaction among Appalachian, Western Canadian, Rockies, Midcontinent, and Gulf Coast supply sources.

• Industrial & Agricultural Demand Analysis: Monitor natural gas consumption across key Midwest industries, including manufacturing, refining, petrochemicals, steel, fertilizer, ethanol, food processing, and other agricultural or industrial end users. Identify structural changes, facility developments, outages, and economic trends that may affect regional demand

• Basis Market Development: Analyze the fundamental drivers of Midwest pricing locations and basis relationships, including Chicago, Dawn, MichCon, Consumers Energy, ANR, Northern Natural Gas, NGPL, and other relevant regional markets. Identify changes in transportation economics, supply sourcing, market connectivity, and infrastructure that may create trading or commercial opportunities.

• Data Visualization & Reporting: Create dashboards, presentations, recurring reports, and analytical tools that effectively communicate market data, forecasts, and trading-relevant insights to stakeholders across the organization

• Cross-Team Collaboration: Work closely with origination, trading, operations, scheduling, and commodities analytics teams to ensure alignment of market views, assumptions, and methodologies

• Strategic Input: Provide actionable market insights and recommendations to Commodities leadership and senior management, contributing to strategy, asset optimization, and risk management decisions

Required Skills and Experience:

• Bachelor's degree in economics, engineering, finance, data science, business, or a related field; advanced degree is a plus.
• 5+ years of experience in natural gas markets.
• Experience building regional natural gas supply-demand balances and analyzing pipeline flows, weather-sensitive demand, storage activity, and basis markets.
• Strong Excel modeling skills are a must. Familiarity with data tools such as Python, SQL, Power BI, or other programming and visualization platforms is a plus.
• Deep understanding of the physical natural gas market, pipeline infrastructure, and pricing dynamics.
• Excellent communication skills – able to synthesize and present complex information clearly and persuasively.
• Proven ability to work independently, prioritize effectively, and deliver high-quality results under tight deadlines.
• Ability to travel up to 10% of the time for customer meetings, industry conferences, market participant engagement, and department-wide events.

Preferred Skills and Experience:

• Experience working within Midwest natural gas markets preferred.
• Experience with EIA, PointLogic, Genscape, pipeline EBBs, or similar data sources.
• Prior experience supporting a trading desk.