167. The future growth of LNG - Jan 25

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.

Episoder(179)

196. Are SAF and Marine Green Fuels worth the Carbon Reductions? - Sep25

196. Are SAF and Marine Green Fuels worth the Carbon Reductions? - Sep25

Aviation and marine transport together account for approximately 15% of global oil consumption—a substantial share driven by sectors that are among the hardest to decarbonize. Unlike road transport or...

22 Sep 202530min

195. The Battery Doctor - Sep25

195. The Battery Doctor - Sep25

Battery technology lies at the core of the global energy transition, but managing and optimizing battery systems has become a highly specialized discipline. ACCURE is a cutting-edge startup that is re...

15 Sep 202530min

194. Next-Gen Weather Forecasting: AI, Satellites, and Drones - Sep25

194. Next-Gen Weather Forecasting: AI, Satellites, and Drones - Sep25

Water, wind, sunlight — the driving forces behind renewable energy. The better we can predict them, the more we can accelerate progress and reduce risk.  Weather forecasting is undergoing a quantum le...

8 Sep 202526min

193. The Seven Deadly Sins of the Energy Transition

193. The Seven Deadly Sins of the Energy Transition

Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attention, investments and public money and are at best d...

1 Sep 202530min

192. How AI will revolutionise Energy

192. How AI will revolutionise Energy

Gerard delivered a keynote on Digitalisation, AI, Supply Chains and Electrification at the EcoVadis Global Summit.Gerard Reid argues that we are living through a new industrial revolution driven by di...

25 Aug 202523min

191. “How Big Things Get Done” with Pr. Bent Flyvbjerg (hosted by Michael Barnard)

191. “How Big Things Get Done” with Pr. Bent Flyvbjerg (hosted by Michael Barnard)

This is a re-release of the legendary interview by Michael Barnard of Pr Bent Flyvbjerg on our sister show ”Redefining Energy Tech” Professor Bent Flyvbjerg, an expert on megaprojects and author of Ho...

18 Aug 20251h 19min

190. Solar and Flex – Solar Power Summit 2025

190. Solar and Flex – Solar Power Summit 2025

This Spring, Laurent Segalen was invited by Solar Power Europe to moderate a panel, during the Solar Power Summit, around the theme ”Winning the Flex challenges”.The Speakers were:Andrea Wechsler, Mem...

11 Aug 202539min

189.  Energy Disruptions - (Gerard on "Clean Titans")

189. Energy Disruptions - (Gerard on "Clean Titans")

This is Summer time, so we publish some contents that we have created on other channelsA few weeks ago, Gerard came on the ”Clean Titans”The YouTube channel “Clean Titans” focused on clean energy, is ...

4 Aug 20251h 9min

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