In this episode of the Al-Attiyah Foundation Podcast, we are joined by Xi Nan, Partner at Rystad Energy. Rystad Energy is an independent research and intelligence company that equips clients with data, insights, and analysis to support better decision-making across global energy markets. Xi Nan’s work spans commodity trading, LNG market entry strategies, and the economics of LNG supply, with a particular focus on global gas supply and demand, trade flows, storage dynamics, hub pricing, and the tracking of LNG trades and prices worldwide.
In this podcast, the following questions are explored:
• How confident are you in the outlook for global LNG supply growth over the next three to five years, given current cost, regulatory, and execution risks?
• To what extent are upstream gas availability, shipping constraints, and liquefaction outages constraining effective LNG supply, as opposed to headline nameplate capacity?
• How do improvements in gas storage, renewable energy deployment, and pipeline diversification shape Europe’s medium-term outlook for LNG demand?