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 - Intro 01:15 - Strait of Hormuz & Iran’s Threats 01:56 - LNG Projects in the U.S. & Gulf Coast 03:42 - Alaska LNG Project History 06:16 - Global Energy Diplomacy 08:00 - RBAC Software Overview 09:40 - North America Dominates Global Production 11:15 - Asia’s Natural Gas Growth 14:54 - Virtuous LNG Cycle in Developing Nations 18:06 - FSRUs & Fast-Track LNG Infrastructure 20:04 - Hawaii’s Dirty Secret: Fuel Oil 21:26 - Long-Term LNG Contracts & U.S. Exports 22:08 - Middle East Energy Giants Go Global 24:32 - Europe’s Return to Fossil Pragmatism 25:58 - U.S. Voters Prefer Pragmatism on Energy 28:05 - Germany’s Industrial Collapse 30:22 - Rising EU Skepticism in Eastern Europe 31:07 - China’s Political Uncertainty & Trade Realignment 34:56 - LNG’s Global Role in Economic Alignment 35:39 - Slide 35: LNG Price Forecasts 37:49 - Maritime LNG Demand Trends 40:02 - Geopolitical Games & Energy Metrics 41:01 - Closing & Next Steps Check out the Full Transcript and other story features on the Energy News Beat Substack https://theenergynewsbeat.substack.com/