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Greg Shearer speaks with Otar Dgebuadze and Nina Fahy on the rising global LNG supply, slowdown of demand in key established markets and how the infrastructure challenges limits significant demand growth in emerging LNG markets. Team thinks this ultimately warrants higher flexibility through storage and production in the US natural gas market.

Speakers:

Nina Fahy, Head of US Natural Gas Research

Otar Dgebuadze, Natural Gas Research

Greg Shearer, Head of Base & Precious Metals Research

This podcast was recorded on November 14, 2025.

This communication is

Global Commodities: Rising LNG supply underscores need for demand-side infrastructure

At Any Rate