Global LNG Outlook: U.S. Exports, Asia’s Demand & Net Zero Fallout

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley sits down with Dr. Robert Brooks of RBAC to explore global natural gas and LNG markets, including U.S. export trends, Asia’s rising demand, and Europe's energy challenges. We discuss geopolitical impacts, FSRUs, LNG-to-power growth in Southeast Asia, and why net-zero policies are backfiring in industrial economies. Dr. Brooks also highlights RBAC’s forecasting software and long-term LNG price trends, offering sharp insight into the future of global energy.If you are in the AI, Data Center space there are a couple of key companies you need to have on your speed dial, and RBAC is one of them. Understanding the global natural gas and LNG market is crtical for your business, data center, or the use of AI. With the reports from the Department of Energy that we have talked about that power blackouts could increase 100 fold, you need to look at your power plans to keep your business running in ways we did not have to in the past. Thank you Dr. Brooks for stopping by the podcast, it was a lot of fun. - Stu. Check out RBAC here https://rbac.com/Follow Dr. Brooks on his LinkedIn here: https://www.linkedin.com/in/robert-brooks-ph-d-8081231/Highlights of the Podcast 00:00 - Intro01:15 - Strait of Hormuz & Iran’s Threats01:56 - LNG Projects in the U.S. & Gulf Coast03:42 - Alaska LNG Project History06:16 - Global Energy Diplomacy08:00 - RBAC Software Overview09:40 - North America Dominates Global Production11:15 - Asia’s Natural Gas Growth14:54 - Virtuous LNG Cycle in Developing Nations18:06 - FSRUs & Fast-Track LNG Infrastructure20:04 - Hawaii’s Dirty Secret: Fuel Oil21:26 - Long-Term LNG Contracts & U.S. Exports22:08 - Middle East Energy Giants Go Global24:32 - Europe’s Return to Fossil Pragmatism25:58 - U.S. Voters Prefer Pragmatism on Energy28:05 - Germany’s Industrial Collapse30:22 - Rising EU Skepticism in Eastern Europe31:07 - China’s Political Uncertainty & Trade Realignment34:56 - LNG’s Global Role in Economic Alignment35:39 - Slide 35: LNG Price Forecasts37:49 - Maritime LNG Demand Trends40:02 - Geopolitical Games & Energy Metrics41:01 - Closing & Next StepsCheck out the Full Transcript and other story features on the Energy News Beat Substack https://theenergynewsbeat.substack.com/

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