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Energy Central

A geopolitical wildcard: How the global gas market impacts utilities

10 Jun 2025

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The U.S. just became the world’s largest exporter of LNG—but is that a blessing or a burden? In this global-scale episode of *Power Perspectives*, we step away from local grid topics to dive into the international dynamics shaping the global energy markets. To do so, we are joined by Anne-Sophie Corbeau of Columbia University’s Center on Global Energy Policy. In this conversation, she breaks down how America’s LNG surge is reshaping alliances, inflaming tensions, and creating unexpected risks for utilities back home. From backchannel Russian gas flows into Europe to the breakdown of U.S.-China LNG deals, Corbeau offers insight on what’s *really* driving the gas market—and what utility executives, regulators, and investors need to be watching closely in the months ahead during the Trump 2.0 Administration. From the status of LNG as a strategic asset and a geopolitical wildcard to the specifics of U.S. interactions with China and Russia, Anne-Sophie highlights the right signals for utility leaders to keep an eye on in these international markets, as well as advice for how to plan around political and policy volatility in Washington. This episode is a must-listen for utility professionals trying to navigate an energy landscape that is increasingly global, volatile, and politically charged. Key Links: Energy Central Post with Episode Transcript: TBD Video version on YouTube: https://youtu.be/KtVrDZcTIKY Ask a Question to Our Future Guests: Do you have a burning question for the utility executives and energy industry thought leaders that we feature each week on Power Perspectives? Leave us a message here for your chance to be featured in an upcoming episode: www.speakpipe.com/EnergyCentralPodcast

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