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Expert Interview

Slingshot members are talking to an expert! The topic is:

A Second Look: Discussing the outlook for Russian Natural Gas

Ticker(s): EQT, LNG, XOM, BP, VG

Who's the expert?

I lead the Energex Partners gas and LNG advisory practice that covers commercial and strategic advisory to financial and industry clients, with a focus on natural gas, LNG and biomethane. Also actively involved in carbon, including CCS and carbon markets. 
 
Experience includes: 
- Commercial due diligence on multiple midstream (gas, biomethane and LNG) infrastructure assets/businesses 
- LNG trading business unit strategy development for European utilities  
- Carbon Capture and Storage Roadmap for Middle East NOC 
- Commercial advisor to pre-FID FLNG project covering all aspects of development

Interview Goal
Discussing the outlook for Russian Natural Gas along with the following questions:

  • If the Ukraine conflict ends and sanctions on Russian natural gas are lifted, what regions (EU, India, China, others) will emerge as major importers?
  • How would this affect global LNG and Henry Hub prices?
  • Which companies will be impacted?
  • Is a Henry Hub price of $6.50 possible by 2026?

Do you want answers to these questions?

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