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)

172. The new age of Energy Security, Flexibility, and Resilience (with Eurelectric)

172. The new age of Energy Security, Flexibility, and Resilience (with Eurelectric)

Laurent welcomes Kristian Ruby, Secretary General of Eurelectric, to discuss Energy Security, Resilience and Flexibility though the impact of E-Mobility.Energy Security has become a critical issue, es...

17 Mar 202524min

171.  PPAs and Tolling: lessons for the future - Mar25

171. PPAs and Tolling: lessons for the future - Mar25

It has become a tradition to welcome Luca Pedretti, Co-Founder of Pexapark, to the show to discuss the evolving PPA market, especially now that Pexapark has released its annual State of the Market rep...

3 Mar 202526min

170. Why is the electricity Supercycle unstoppable? Gerard in Davos

170. Why is the electricity Supercycle unstoppable? Gerard in Davos

As urgent calls for climate change action continue, an energy supercycle is underway, driven by the increasing need for electrification and digitalization, particularly in high-growth sectors like AI ...

24 Feb 202526min

169. 2025 State of play in the battery universe - Feb25

169. 2025 State of play in the battery universe - Feb25

2024 has been another exceptional year for the battery industry. We have invited Aaron Wade to discuss the various technological and economic aspects of this rapidly expanding universe. Aaron is a ris...

17 Feb 202529min

168. "Invest where it hurts!" - Laurent at Pexapark

168. "Invest where it hurts!" - Laurent at Pexapark

While Gerard Reid was at Davos, schmoozing with world leaders, Laurent Segalen was invited by Luca Pedretti on the Pexapark podcast. They had a conversation around where to invest in the Energy Transi...

3 Feb 202517min

166. Green Equities Performance: Core vs Periphery - Jan 2025

166. Green Equities Performance: Core vs Periphery - Jan 2025

For the first episode of 2025, Gerard and Laurent have the pleasure of welcoming Shanu Mathew. Shanu is a Senior Vice President at Lazard Asset Management and Portfolio Manager/Analyst on US Sustainab...

13 Jan 202530min

165. Our Predictions for 2025

165. Our Predictions for 2025

Happy new year to all our listeners. It has become a tradition for the first episode of the year: Gerard, Laurent and Michael present their 2025 Predictions in the Energy Transition.Here are the predi...

2 Jan 202527min

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