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Nina Fahy
Head of U.S. Natural Gas Research with expertise on U.S. production, storage and LNG export dynamics and their implications for global gas market flexibility.
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Nov 14, 2025
• 13min
Global Commodities: Rising LNG supply underscores need for demand-side infrastructure
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Otar Dgebuadze, an expert on global LNG supply and author of the Global LNG Analyzer 2035, and Nina Fahy, head of U.S. Natural Gas Research, dive deep into the dynamics of LNG markets. They discuss how rising supply contrasts with declining demand in established markets like China and Europe due to renewable energy shifts. The conversation highlights the urgent need for enhanced infrastructure in emerging markets, particularly in Asia, to absorb this excess supply while emphasizing the critical flexibility needed from the U.S. natural gas sector.
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