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The Future of Energy Episode 4 | Samantha Dart, Head of Natural Gas Research, Goldman Sachs
Jun 22, 2024
Head of Natural Gas Research at Goldman Sachs, Samantha Dart, discusses the future of LNG and global natural gas markets. Topics include the impact of European energy crisis on gas prices, AI's influence on US power generation demand, US natural gas production growth, vulnerabilities in the gas market, and the role of Abacx Exchange in managing risks.
38:54
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Quick takeaways
- Transition from coal to gas in Asia for emission reduction.
- European energy crisis exposes vulnerabilities in gas supply and impacts industrial sectors.
Deep dives
Overview of LNG Importance in Asia
Asia is in the early stages of transitioning from coal to gas, presenting significant potential for emissions reduction. Power generation with gas emits less than half the carbon emissions of coal, making it an effective strategy for emission cuts.
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