This podcast interviews Bill Farren-Price, head of the Gas Research Programme at the Oxford Institute for Energy Studies, about key themes for energy markets in 2025. The discussion covers the potential impacts of Donald Trump's presidency on global energy markets, focusing on the use of US LNG as a geopolitical tool and the future of OPEC+. Specific predictions include a tight LNG market in 2025 due to delayed projects and continued strong Asian demand, and a decreasing likelihood of Russian gas returning to the European market unless the war in Ukraine ends. Listeners gain insights into the complexities of global energy markets and the interplay between geopolitical events and energy prices.
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