LNG supply shock and marginal gas plays

Anthony highlights Qatar capacity losses and argues Australian gas projects like Equus and Comet Ridge benefit.

Play episode from 08:47

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Episode notes

We need inspiration for today's episode - and it came our way.

We picked up the phone in an attempt to make sense of everything going on in this market. We called some fund managers to get clarity and ask the questions we can't get off our mind.

This episode goes deep into how smart money is positioning in uncertain times.In the episode, we discuss:

Why energy prices could stay higher for longerThe LNG supply shock
How gold has historically performed during major drawdowns
The structural shift in lithium demand
Constructing a portfolio across energy, gold, and food exposure
Specific asymmetric opportunities in gas, copper, and gold equities
Why diversification matters more than ever

Follow Anthony:

LinkedIn -https://www.linkedin.com/in/anthony-kavanagh-89b16818/?originalSubdomain=au

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Episode recorded: 04/24/26

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TIMESTAMPS

(0:00) Lithium Demand Turning Point
(0:20) Anzac Weekend and No Plan
(4:00) Rapid Fire Market Themes
(23:30) Gold Miners Outlook
(25:00) Lithium Market Repricing
(29:00) Copper, Nickel, and Energy Shocks
(32:50) Coal Debate and Wrap

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