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(176)

153. The Battery-coaster - Oct24

153. The Battery-coaster - Oct24

The battery infrastructure is currently growing 3x faster than the solar industry. Records are beaten daily: in August 2024, for the first time, Chinese battery factories passed the 100GWh production ...

7 Loka 202425min

152. Energy Transition – the Global Investment Guide

152. Energy Transition – the Global Investment Guide

Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities.  -----Laurent will be ke...

30 Syys 202432min

151. Peak Fossil Fuels - Sep24

151. Peak Fossil Fuels - Sep24

ExxonMobil forecasts 2050 Oil demand be the same as today. We believe that they are just “talking their books.”To discuss the future of the Energy system as well as the fight against Climate Change, w...

23 Syys 202425min

150. The new Valuation of Wind Assets

150. The new Valuation of Wind Assets

As Europe has reached 270GW wind power (vs 150GW USA), corresponding to a value of 500bnEUR, we dig into the value of those assets. Gerard being out, Laurent brought his friend Mortimer Menzel, Managi...

16 Syys 202413min

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

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