Seb Kennedy

Seb Kennedy, a leading market analyst and Founding Editor of Energy Flux, dives into the rapidly changing world of liquefied natural gas. He discusses the major influences shaping the market, including COVID-19, geopolitical tensions, and the surge in U.S. export capacity. Kennedy highlights Qatar's role as a low-cost producer and predicts a surplus in LNG supply due to large capacities from both the U.S. and Qatar. He also tackles the complexities of pricing and Europe’s intertwined challenges of decarbonization, security, and affordability.

Seb Kennedy, Founding Editor of Energy Flux, sheds light on the dynamic landscape of global gas markets. He discusses whether gas can still anchor European energy prices as renewable sources rise. There's a thought-provoking exploration of gas's potential transition to backup power and the implications of increased battery integration. Additionally, geopolitical factors, especially the Ukraine situation, are impacting future pricing regimes. Kennedy's insights into US and European LNG margins provide a captivating glimpse into what's ahead for the natural gas sector.