Otar Dgebuadze

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.

Otar Dgebuadze, a natural gas and LNG market analyst, dives into the dynamics of China's gas market. He discusses how domestic production growth and increased Russian pipeline flows have shaped demand, predicting that LNG demand will peak in 2032. Otar highlights China's impressive regasification infrastructure and potential to transition from an importer to a global trader. The conversation also touches on the impact of China's five-year plan, industrial prioritization, and the future of gas supply through 2035.

Joined by Greg Shearer, Head of Base & Precious Metals Research, and Otar Dgebuadze, a Natural Gas analyst, the discussion dives into the intriguing dynamics of global commodities. Shearer predicts gold may soar to $5,000 by 2026, driven by surging demand, and shares bullish insights on copper, projecting prices around $12,500. Dgebuadze offers a bearish outlook for U.S. natural gas, with prices averaging $3.74/MMBtu due to oversupply. Both experts unveil a ‘crocodile cycle’ that marks a departure from traditional commodity trends.