LNG Growth in an Uncertain Geopolitical Climate | On Demand

Wednesday March 26,  2025

9 AM Houston | 10 AM New York | 2 PM London | 4 PM Athens | 5 PM Doha | 6 PM Dubai | 10 PM Perth/Singapore

Moderator: 

Jason Feer, Global Head of Business Intelligence, Poten & Partners

Panel:

Kit Wong,  Head of Business Intelligence, Asia Pacific, Poten & Partners

Meredith Freeman, Senior Editor, Poten & Partners

Steven Swindells, Senior LNG Analyst, Europe & Africa, Poten & Partners

Amid rising questions about global demand and geopolitics, the outlook for LNG project development is increasingly uncertain. Importers seeking security of supply must weigh the costs and benefits of supply diversity in a geopolitical climate that appears increasingly transactional.

While US projects may benefit from a brighter regulatory landscape, the new Trump administration’s trade policies are contributing to concerns about the competitiveness of US supply.

Meanwhile, Europe’s march toward decarbonization is threatening financial and energy stability, even as UK and EU leaders seek to provide greater policy clarity. In Asian markets, uncertainty about demand and geopolitical tensions may threaten future LNG demand growth.

Join Poten & Partners as our team of specialists discuss:

• How retaliatory tariffs may affect imports of US LNG in Asia and Europe
• The dynamics of how possible EU storage reforms have started to influence TTF prices, and expectations for European gas markets long term
• Asia-Pac market demand growth and the impact of policy changes on these markets
• The impact a peace settlement in Ukraine could have on LNG volumes into Europe
• The US supply outlook, long term supply/demand fundamentals