Market Focus: Geopolitics, price volatility shape the path of LNG

In this Market Focus episode of the Oil & Gas Journal ReEnterprised podcast, Conglin Xu, Managing Editor - Economics, asks Dr. Robert Brooks about his outlook on global LNG markets and the forces shaping prices in the near and long term. Dr. Brooks is CEO and founder of RBAC, a provider of global and regional gas and LNG market simulation systems. 

Brooks highlights how storage levels, new supply projects, and shifting demand across key regions could influence market dynamics well into the next decade.

The conversation explores the geopolitical weight of Russia-China gas agreements and how these moves may ripple through the global energy system. 

The discussion includes a look at how importers are balancing short-term and long-term LNG strategies in a volatile market. From Europe’s uncertainties to Asia’s energy security priorities, the discussion outlines tensions shaping contracting decisions—and what an expected wave of new LNG supply might mean for emerging economies.

• Global natural gas markets face decade of change (00:02:34)
  Dr. Robert Brooks outlines how supply growth, demand shifts, and storage trends will define LNG pricing through the 2030s.

• Geopolitics and price volatility (00:03:40 – 00:05:32)
  The episode examines how Russia–China pipeline moves and regional conflicts are reshaping global LNG trade.

• Shifting supply, demand reshape LNG trade (00:02:34 – 00:03:40)
  Brooks discusses where new supply is coming online, how demand centers are evolving, and what it means for LNG flows.

• Energy Security Drives New LNG Strategies (00:05:32 – 00:05:55)
  From Asia’s long-term contracts to Europe’s short-term bets, the podcast explores how importers are managing risk.