Hub Podcasts John Stackhouse and RJ Johnston on why gas security should be at the centre of the global agenda
May 30, 2025
Join John Stackhouse, Senior VP at RBC, and RJ Johnston, Senior Director at Columbia University's Center on Global Energy Policy, as they discuss the critical role of gas security on the global stage. They highlight why this moment is key for the G7 to prioritize gas security and address the complexities of the global LNG market, particularly in relation to China's influence. The duo explores potential collaborations between Canada and Japan and advocates for a 'G7 gas club' to tackle energy challenges while ensuring a sustainable future.
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Natural Gas at G7's Core
- The G7 summit highlights natural gas as central to economic and geopolitical security due to its rising role in energy security.
- Canada, as the fourth largest gas producer, holds a strategic position to lead this global conversation and action.
China's LNG Demand Plateauing
- China's gas demand growth is expected to plateau around 2035-2040 after an initial push to diversify supply.
- The next major growth markets for LNG demand are anticipated to be Southeast Asia and India.
Balance Growth with Commitments
- Canada must balance increasing natural gas production with net zero commitments and Indigenous equity commitments.
- Mobilize capital and accelerate project execution, including pipelines and LNG facilities, to meet global demand rapidly.