167. The future growth of LNG - Jan 25
Redefining Energy27 Tammi 2025

167. The future growth of LNG - Jan 25

As the price of gas and LNG (Liquified Natural Gas) becomes a key factor for the value of the world’s energy, we have decided to bring in a top gas expert to explain where the market is and how is it going to evolve.
Seb Kennedy is a leading market analyst and Founding Editor of Energy Flux (www.EnergyFlux.news), an independent newsletter that analyses global gas and LNG markets through the lens of Europe's energy transition.
We review the numerous phases that the market has faced since the beginning of the decade, COVID, post COVID, Russia-Ukraine. We delve into the incredible expansion of US Exports capacity, with 8 terminals now operational and a forecasted growth of another 50% by the end of the decade.

We analyse how the market is inherently volatile, which make long term investment difficult but still inside a band. If the LNG gets too high, then consumers will switch; if it gets too low, then some capacity will be shelved.
We focus on Qatar, the world’s lowest cost producer, which will continue to grow no matter what. Seb anticipates a surplus in the coming years with massive extra capacities coming on the market from USA and Qatar. But the role of Iran and Russia, which hold the largest reserves, remain a huge uncertainty. Europe’s attitude towards LNG is a complex web of contradictions, between decarbonisation, security and affordability of supply, and global geopolitics.
In conclusion, a strategic source of energy, but difficult to apprehend.

Jaksot(180)

149. Hydropower in a 24/7 Clean Energy System - Sep24

149. Hydropower in a 24/7 Clean Energy System - Sep24

As wind and solar become ubiquitous, the value of hydropower goes up. Hydropower is becoming the ultimate clean energy, as it is flexible and easily dispatchable.Hydropower is concentrated in certain ...

9 Syys 202430min

148. Batteries: the Great Consolidation

148. Batteries: the Great Consolidation

“Summer has come and passed / The innocent can never last / Wake me up when September ends”. Like John Wick, Laurent thinks he is back.So we have a very energetic Minutes to start September. With Gera...

2 Syys 202412min

147. Decarbonising buildings - Aug24

147. Decarbonising buildings - Aug24

How to decarbonise buildings? That’s an important topic because that sector accounts for 37% of all emissions, making it one of the three pillars of decarbonisation next to electricity generation and ...

26 Elo 202431min

146. NREL: “Our Renewable Energy Future” - Aug24

146. NREL: “Our Renewable Energy Future” - Aug24

A special interview with one of the great minds of the Energy Transition. Dr. Doug Arent is the Executive Director of Strategic Public– Private Partnerships at the National Renewable Energy Laboratory...

19 Elo 202431min

145. Clash of Titans (Barnard vs Martin) – Industrial Heat Redefined

145. Clash of Titans (Barnard vs Martin) – Industrial Heat Redefined

During Summer season, we bring you back the best of our sister show, Redefining Energy TECH, where host Michael Barnard invites Paul Martin for a very long and geekie conversation about innovative sol...

12 Elo 20241h 29min

144. Bill Gates and Energy (2/2) – the Investments / Breakthrough Energy Ventures

144. Bill Gates and Energy (2/2) – the Investments / Breakthrough Energy Ventures

In episode 143, Gerard, Laurent and Michael have discussed the philosophy of Bill Gates when it comes to the Energy Transition, and the root causes of his flawed thesis. Let see now if this transpires...

4 Elo 202418min

143. Bill Gates and Energy (1/2) – the Thesis

143. Bill Gates and Energy (1/2) – the Thesis

Bill Gates is sucking a lot of oxygen in the Energy Transition. Is he a force for good, or a nuisance? What is his thesis and where does it come from? And is the thesis still valid in 2024 or obsolete...

29 Heinä 202419min

142. Batteries vs Hydrogen (Gerard is Live at EcoSummit 2024)

142. Batteries vs Hydrogen (Gerard is Live at EcoSummit 2024)

This week, it is a solo by Gerard Reid.This is the audio of its remarkable presentation at EcoSummit Berlin in June 2024. The topic is “Batteries vs Hydrogen”Link to the YouTube   https://www.youtube....

22 Heinä 202415min

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