Fauziah Marzuki, BloombergNEF’s Global Head of Gas Markets, shares insights on the turbulent natural gas landscape as it heads for a critical test in 2025. She emphasizes how geopolitical shifts, like the impact of the Russia-Ukraine conflict, are affecting trade flows. The discussion highlights the surprising role of extreme weather in changing gas demand, driving unexpected price surges in summer. Fauziah also tackles the evolving LNG pricing landscape and the implications for global energy security amidst oversupply challenges.

In this engaging discussion, Fauziah Marzuki, Global Head of Gas Markets at BloombergNEF, and Yumi Kim, a Power Markets Associate, dive into the complex world of coal and gas dynamics. They reveal how weather patterns, particularly the La Niña cycle, could extend coal's lifespan despite peak demand looming. With China dominating coal consumption, they explore contrasts in developed economies' push for cleaner energy. The conversation highlights the challenges of transitioning away from coal while meeting global energy needs.

Fauziah Marzuki, the Global Head of Gas Markets at BNEF, dives into the rapidly changing landscape of liquefied natural gas (LNG). She discusses how a surge in LNG supply could lead to a market glut and examines the pivotal roles of the US and China in global trade. The conversation touches on the impact of sanctions on Russian LNG, introducing the concept of a 'shadow fleet' evading detection. Ultimately, Fauziah explores the implications of shifting energy policies and the need for a balance between gas supply and demand in an evolving economic climate.