The LNG Wrap

This week, Patricia Roberts discusses the latest IEA global gas outlook to 2025 with Akos Losz. Themed “The Revision”, Pat and Akos also talk about the LNG prospects within this report. 

This week, Patricia Roberts uses the theme of “The Half Way Mark” in the year, to pause and talk to David Ledesma about his perspectives and insights for Global LNG and how the business may develop.

This week, Patricia Roberts covers various LNG projects which are on the move, signing new contracts, taking FID, selecting equity partners. Good horizons are developing for the business, though in the short term, it is increasingly stretched to cover growing European demand.

This week Patricia Roberts talks to Dr. Michal Meidan, Director of the Gas Research Programme at the OIES, about the new current context for China's gas and LNG demand.  Whilst the Ukraine crisis has dominated headlines for nearly four months, there is an important issue of China's policies towards gas which needs to be understood.

Join us for the LNG Wrap podcast this week which is themed around “Beware the strain on shipping”. For a variety of reasons we will be hitting constraints on both the availability and costs of LNG shipping over the short - medium term which may start to impact project plans and keep spot rates firm. The players who have secured shipping early are positioned to do well.

This week, Patricia Roberts refers to the sixth package of economic sanctions the EU is imposing on Russia and its consequences.  

Here is this week's #LNGwrap podcast with Patricia Roberts, themed around “the rebalancing act “. It covers the logistic challenges in ramping up LNG imports rapidly in Europe and the consequences of several supply demand imbalances which result from it.

This week Patricia Roberts invites Gavin Thompson from Wood Mackenzie to discuss “Joining the Dots in Energy Transitions”. The world is on a different trajectory to that set after COP26 with energy security taking centre stage - even though the Energy Transition is accelerating. Listen in to Gavin's views on how LNG fits into the Global Energy Transition.

This week Patricia Roberts chooses the theme of “Eye Grabbing Headlines” - coming from analysts discussing the development of energy prices. These have become a feature of current reporting. Yet there is seldom much follow through of what can be done to mitigate fossil fuel inflation. Working through the news, it seems evident there are lots of initiatives to boost LNG, both short term and longer term.

This week, Patricia Roberts focuses on “Signing Up” where we see decisive actions by LNG players to sign up for long term LNG supplies, new import infrastructure and innovative ideas to fast-track LNG supply.

This is the 100th anniversary edition of the LNG Wrap. Patricia Roberts discusses why we started the wrap and reflects on the times she has referred to all sorts of “100 milestones" relating to the Global energy environment and LNG stats.

This week, Patricia Roberts talks with Akos Losz from the IEA about their latest global gas forecast for 2022. Titled “The Challenges Of LNG SD Forecasting", this is quite possibly the most disruptive geopolitical and business environment ever to be forecasting! Nevertheless, we cover some of the current thinking in the IEA, as they set out their key assumptions for Global Gas development. 

In this week's LNG Wrap podcast, Patricia Roberts looks at the effects of 50 days of war and the news and developments in Global LNG.  These last 50 days have been a period of tragic daily news for the people caught up in the Russian invasion of Ukraine, its included failed peace talks, and very mixed messages from Russia and Ukraine over what has been achieved.

Patricia Roberts covers the week's LNG news in the context of "Now Is The Time”.   LNG has received the clearest, most compelling opportunity to play its role as a transition fuel for Europe. 

In this week's podcast, Patricia Roberts looks at “Facing The New Frontier”, as Europe reconfigures its gas supply. It is a unique challenge and one which requires LNG to step up to participate fully.

In this week's LNG wrap, Patricia Roberts talks about "All hands on deck” to RepowerEU. New levels of cooperation and collaboration are being adopted to diversify quickly from the EU's reliance of 40% of its gas/LNG annual imports from Russia.

This week's podcast is titled “Brace and Adapt” Patricia Roberts discusses with Rob West (CEO Thundersaid Energy), the macro energy outlook, balancing supply and demand  and from this, his views on the pragmatic consequences for Global LNG 

In this week's podcast, Patricia Roberts discusses 'Power Shifting" which includes: the West imposing more sanctions on oil and gas, a Repower Eu initiative and 3 new USLNG projects close to FID which are starting site works. 

In this podcast called “Shockwaves”, Patricia Roberts discusses the terrible conflict between Russia and Ukraine, the response from the UN and western countries and the early consequences we are seeing in the global LNG business. Our sympathy goes out to all the families caught up in this conflict through no fault of their own. 

This week's podcast is themed “Under Pressure” as a Russian military invasion of Ukraine forces the world to respond.  Patricia Roberts looks at some of the short-term consequences for Gas / LNG and industry players as the situation unfolds. 

In this week's podcast, Patricia Roberts talks about “Finding the edge”    Have you been inspired by the skill and determination of athletes at the Winter Olympics to push the boundaries? Well, we too in LNG have pushed the boundaries and improved LNGs credentials as a transition fuel. 

In this weeks LNG Wrap Patricia Roberts centres the theme around...Seize the day …. Secure the gas! This weeks news illustrates the growing ties between Russia and China for pipeline gas, buyers signing up more LNG term contracts and how USLNG is expanding.   

This week Patricia Roberts discusses with Akos Losz from the IEA their 2022 LNG forecast - which despite uncertainties, demonstrates  “good grounds for optimism“.

In this week's podcast,  Patricia Roberts focuses on “Pragmatism” as the basis on which the business can manage both the current short term dynamics and uncertainties and the long term business outlook for energy transitions. 

This week Patricia Roberts looks at the theme “Time to step up” for governments to support LNG as a transition fuel and make energy transitions a reality and for LNG companies to follow through with a variety of expansion plans. Covering the news for the week illustrates that several LNG players are getting ready to do just that. 

This week Patricia Roberts covers the theme of “Axes”  -and illustrates from the week's news  how new axes of trade and relationships  are developing in response to a complex and challenging business environment

Here is the first LNG wrap podcast of the year  Patricia Roberts discusses the 4 cornerstones that are likely to define the global business in 2022 along with the latest news from the week. 

In the last LNGWrap podcast for the year, Patricia Roberts uses the theme of  “Christmas Wrapping”  to summarise some big takeaways from the year as well as a summary of this week's Global LNG news.   

Join Pat Roberts for a summary of this week's LNG news of how some companies are seizing the initiative to expand their market share

In this podcast, Patricia Roberts summarises some of the key takeaways from COP26 and how they are creating the opportunity for global LNG to grow responsibly by cleaning its supply chain and providing a viable alternative affordable fuel to coal. 

Listen to the Americas LNG & Gas Post Event Roundup podcast! 

The theme for the next 2 podcasts is “Renaissance” where we look at the impact of COP26 and the chance for LNG to provide a pragmatic solution as a transition fuel towards Net-Zero. We bring you some of the early pledges from COP26 along with a lot of global LNG news.  Listen Now! 

This week Patricia Roberts covers the run-up to COP26 arguing it's time to act collectively to keep a 1.5 degree C temperature rise alive!   She covers this plus all that is happening in Global LNG news this week.   

In this week's LNG wrap Patricia Roberts asks: What's in a name? As we embark on Energy Transitions, Companies are changing their names and identities and even politicians are giving their countries new descriptive titles! Join us for the news this week and its potential impact on Global LNG.

This week the LNG Wrap features an interview with Akos Losz from the IEA who discusses their outlook for Global LNG in 2022 - which they see rebalancing itself and cooling down following several disruptive events in 2021.  Do you agree? Tune in and listen to their latest views 

This week on the LNG Wrap podcast, Patricia Roberts looks at the reframing of spot gas prices and considers what may be next for LNG prices going into the Northern Hemisphere winter, in a period of exceptional volatility.   Plus we cover other news which is supportive of the growth in LNG long term.  

This week on LNG Wrap, Patricia Roberts looks at the sharp rises in spot prices, which has everyone asking is this a spike or a sustained surge in pricing?  The podcast considers 3 different perspectives that consultants are discussing in the news right now - but tries to get to the heart of what's happening and what may happen next.   Plus we cover the launch of a new spot price pricing index in China and much more! 

This week's LNG wrap podcast is turned around pressure bursts pipes or makes diamonds! Join Patricia Roberts for the latest news and views on factors affecting the global LNG business.     

The LNG wrap welcomes Gavin Thompson from Wood Mackenzie to discuss the upcoming COP26 meeting in November, what may develop and what it could mean for the global gas and LNG industry.     

This week you'll see from Patricia Roberts's news roundup, it's not just temperatures that are breaking world records! Globally the vaccine rollout continues against Covid 19, Global GDP is back to pre-pandemic levels and LNG spot pricing is sizzling whilst price arbitrage profits are soaring.  We'll cover the latest short term trends and the longer term LNG outlook. 

This week's podcast centres around the theme of  “Back to the Core,” as LNG faces up to challenges throughout the supply chain.   In Australia, Santos is being challenged in court over its plans to get to Net Zero and LNG's credentials as a clean fuel. In Mozambique, the challenge of constructing a greenfield project is being tested while in Japan, METI recognises the fragility of supply security issues and the need for closer management. Listen in to this week's round up of the global LNG news.

This week, Pat looks at how the global LNG industry can be stronger together. Topics include the Woodside BHP merger, adopting CCS in the LNG supply chain, Supply demand trends and much more!

This week, Pat chats to Rob West, Founder of Thunder Said Energy about all things energy transition. He has a tremendous grasp of all issues in energy transitions from innovation, technology to Net Zero. 

On this week's podcast, Pat frames the IPCC report issued this week and looks at what LNG can do to help with energy transitions and lower global GHG emissions responsibly.

This week, Pat invites Melissa Lindsay of Emsurge/ Emstream to discuss  her views on Carbon Neutral LNG and how it is currently being developed. What precisely is a Carbon Neutral LNG cargo? Is it defined rigorously enough that it contributes meaningfully to the reduction in global warming? And what are the essential elements that need to be scaled up so that we encourage the correct behaviour in companies who want to transition actively to Net Zero?

Inspired by the performance of Olympic athletes who relentlessly push to be the best versions of themselves, this week's LNG Wrap is all about how the global LNG industry needs to do the same. With companies pioneering and setting trends, collectively the push is on for LNG to clean up its own supply chain and provide clean, affordable and reliable energy year in, year out. 

Whilst we've all been basking in a heatwave, the heat has also been on the global LNG business. From sweltering heat, floods, CO2 emissions set to rise, problems at Gorgon's CCS and insights into Japan's latest energy policy, Pat wraps it all up, alongside latest news and trends in the latest episode of the LNG Wrap.

Following 50 years of growth and continuous improvements in technology, LNG must now reduce it's own carbon footprint in order to ensure a successful next phase of its business. In this week's #LNGWrap, Pat covers various streams of news relating to cleaning up the LNG supply chain and new trends emerging.

The IEA have released the world's first comprehensive study of how to transition to a net zero energy system by 2050 while ensuring stable and affordable energy supplies, providing universal energy access, and enabling robust economic growth.   We were delighted to welcome Akos Losz, Energy Analyst at the IEA back to the podcast this week to discuss this roadmap, which examines key uncertainties, such as the roles of bioenergy, carbon capture and behavioural changes in reaching net zero.

Half way through the year already and we are on episode 60! This week, Pat summarises where we are at in regards to energy transitions and the pathway we are currently on.