The LNG Wrap

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.