Episode Details

Seb Kennedy, an energy journalist turned market analyst, has transitioned from covering renewables to focusing on natural gas and LNG, launching Energy Flux to provide insights into these markets.

This discussion highlights the volatility in the LNG market, exacerbated by geopolitical events such as Russia’s invasion of Ukraine and the US attacks on Iran leading to the closure of the Strait of Hormuz, he shows the significant supply disruptions to oil gas and global commodities, including fertilizers and other non-energy goods, which could lead to broader economic consequences.

The conversation further explores the challenges and opportunities for LNG investment in North America, particularly in Canada, where the potential for windfall profits is weighed against the risks of long-term market volatility and technical issues at existing facilities. Seb emphasizes the importance of reducing reliance on natural gas by investing in renewable energy and infrastructure to enhance energy security and resilience. The conversation concludes with a call for strategic investments to mitigate exposure to commodity cycles and support a transition to more sustainable energy sources.

For more insights, Seb can be followed through the Energy Flux newsletter, LinkedIn, Bluesky and other digital platforms.

Updates from me

I am Jenny, broadcasting from Calgary, Alberta. I’m a geophysicist turned oil and gas liability expert turned podcast host and public activist. I’m here to create a better story for Alberta than one of pollution and populism by breaking through the propaganda machine. Please remember to like and subscribe to The Gravity Well, your doing so helps boost the voices and views of these stellar people and important issues.

Recall updates

Mark your calendar, Calgary-Bow! Markham Hislop is coming to town on Friday, April 24th. He and I will have a dual podcast discussion about the energy transition and the phase 2 project for Recall Nicolaides campaign. I will create and share an Eventbrite for this event ASAP! I am working with the other recall leads to collaborate on this as well as some water focused friends. Remember to go to OperationTotalRecall.ca to support the recall campaigns still underway.

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Sign up for their newsletter to get involved at forever-canadian.ca!

Water Not Coal

Become a canvasser with the WaterNotCoal.ca campaign which is underway. I am working on a couple Water Not Coal podcast conversations and am very much enjoying meeting the people who are going out of their way to sign at my home.

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