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What podcasters are saying about Natural gas & LNG
Summary
In the past 30 days, 11 speakers on 9 finance podcasts discussed Natural gas & LNG in 13 views. Chorus has followed Natural gas & LNG since October 8, 2026.
Who talks about it most
- Chris Wright · 2
- Ole Hansen · 2
- Toby Rice · 1
- Christine Lagarde · 1
- Tyler Rosenlicht · 1
- Ajay Banga · 1
- Craig Fuller · 1
- Chris Whalen · 1
- Helima Croft · 1
- Daan Struyven · 1
The latest views
Newest first. Every quote is checked against the episode's transcript.
Toby Rice · EQT Corporation
US gas at about $3 versus $30 abroad gives America an edge; unleashing LNG exports is needed for global energy security.
Rice says international natural gas prices have risen from about $10 to over $30 per million BTU since the Middle East conflict cut about 20% of world LNG from the market. US prices are about $3, which he credits to American energy independence and gives American consumers a large economic advantage. He argues that America's energy security depends on global energy security, so the country needs to keep unleashing US LNG exports to supply the world while also supporting economic stability at home.
“It's absolutely critical... We've seen international natural gas prices move from about $10 to now they're over $30 per million BTU... while prices internationally are $30 in The US, they're about $3.”at 19:43
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Christine Lagarde · European Central Bank
Gas prices could climb if supply is disrupted or a cold winter meets low storage levels.
Gas is the main upside risk to the energy outlook. Gas prices could rise if supply is disrupted further. They could also rise if an unusually cold winter coincides with low storage levels. Higher gas prices would feed into broader inflation through indirect and second-round effects, and the longer energy prices stay high, the more likely that becomes.
“Gas prices, in particular, could increase if supply is disrupted further or an unusual cold winter coincides with low storage levels.”at 9:21
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Tyler Rosenlicht · Cohen & Steers
US natural gas is cheap, plentiful and baseload; the team likes pipelines, producers and exporters.
US natural gas is cheap and plentiful. It is baseload, cleaner than other traditional fuels, and backed by an existing pipeline system. Because of this, the team still likes natural gas, and it likes the full chain from midstream pipelines to gas producers and gas exporters. The team also expects natural gas to grow strongly in the energy mix, alongside alternatives and traditional sources.
“We still really like natural gas. Natural gas is cheap in The US. It's plentiful. It is baseload. It's cleaner than traditional forms of energy.”at 6:58
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Chris Wright · U.S. Department of Energy
US LNG exports are ramping fast and will grow significantly next year, helping Europe wean off Russian gas.
Wright says US LNG exports grew a lot this year and will grow significantly next year. US supply is what lets Europe finish getting off Russian gas, which is one of its goals, though it is not off it yet. The US ramp-up is the enabling factor.
“US is rapidly ramping up our LNG exports. They grew a lot this year. They'll grow a significant amount next year.”at 19:58
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Chris Wright · U.S. Department of Energy
Europe's gas storage is too low for winter; a cold winter would mean hard times there.
Wright agrees with Sullivan that Europe's storage is lower than it should be going into winter. He calls European governments a little cavalier about it. He says that if the winter is cold, times will be rough in Europe, and he wants US exports to ramp as fast as possible so Europe can refill before cold arrives.
“Their storage is lower than it should be going into this winter. I think they're being a little cavalier about that. If they have a cold winter, it'll be rough times in Europe this winter.”at 20:06
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Ajay Banga · World Bank Group
Developing countries with gas should be allowed to use it, since affordable baseload power is a human development right.
Banga argues that gas is a natural transition fuel in the developed world, so developing countries with domestic gas should be allowed to use it to manage their own energy. He calls affordable baseload power a human development issue. This is his reason for shifting the World Bank's stance on mitigation versus adaptation, where he now prioritizes resilient infrastructure and adaptation.
“If you have gas available in a country, and gas is a natural transition fuel in the developed world, then why would you not allow them to get access to that gas to be able to manage their own energy? Because the right to affordable baseload power is kind of a human development issue.”at 22:28
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Craig Fuller · FreightWaves
Cheap US natural gas, not oil, is the lifeblood of US industry, and high energy prices now help it.
Craig argues the old thesis that high energy prices hurt US industry no longer holds. Since the shale revolution, US energy is cheap relative to the rest of the world, the US has been oversupplied in natural gas for about five years, and US energy exports are high. Foreign buyers now purchase US petrochemical-based and industrial goods such as polyester, so US natural gas is what drives industry.
“Not really. It's US natural gas that's actually the lifeblood of The US industrial economy.”at 22:24
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Chris Whalen · Whalen Global Advisors LLC
Europe faces a winter gas shortage, while US onshore gas supply gives America an energy security advantage.
Whalen says people in Europe know they don't have enough gas to get through the winter, and they also lack enough petroleum from the Middle East to make refined products. He ties this to inflation and the riots in Europe. In contrast, the US has a lot of these assets onshore, including natural gas in enormous abundance. That gives it a very different energy security position. The argument is brief and more a macro observation than a detailed case.
“people in Europe know that they don't have enough gas to get through the winter. So what are they gonna do?”at 32:12
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Helima Croft · RBC Capital Markets
Low Europe gas storage and Hormuz risk could drive a bidding war for uncontracted US LNG cargoes this winter.
Croft explains the split: US natural gas is cheap because the country is a large producer and exporter, and prices already reflect possibly warmer weather in November. Europe's storage is well below normal for this time of year. A significant escalation in the Middle East could cut off hopes of extra Qatari supply through the Strait of Hormuz. Qatari LNG mostly goes to Asia, so uncontracted US cargoes could be fought over by Europe and Asia. Europe could face a difficult winter without weather relief.
“But if you talk about Europe, as you just mentioned, European storage levels are well below where they should be this time of year. If we have significant escalation in The Middle East, we can basically take away any hopes of getting more supply from Qatar through Strait Of Hormuz.”at 17:55
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Daan Struyven · Goldman Sachs
European gas faces net upside risk from low storage, depressed Mideast LNG and a possible cold winter.
Struyven sees net upside risk to European natural gas prices, unlike the roughly symmetric risk for crude. Three factors drive this. Inventories are very low, and gas is much harder to store than crude. Middle East LNG exports are only around one third of 2025 average levels. Weather is the second big swing factor. If flows from Qatar improve significantly, TTF could fall from roughly €90 today. If exports stay at current low levels and winter is one standard deviation colder than average, TTF would reach triple-digit levels, with a potential 70% increase to €150/MWh, and power prices would follow. He does not expect a move above the 2022 peak of about €300/MWh, because Europe has lost about 20% of gas demand and supply from outside the Middle East, including the US, has grown significantly.
“Yeah, significant up side to energy prices. And while we characterize the risk to market prices for crude as fairly symmetrical, we do see net upside risk to European natural gas prices.”at 7:57
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Ole Hansen · Saxo Bank
European gas will stay tight this winter as Qatari LNG falls and Europe competes with Asia; weather decides.
Qatari LNG shipments are running at around 20% of pre-war levels. Europe, which since losing Russian pipeline gas has relied on Norway and the US, is now competing with Asia for the LNG that is still available. European gas storage is at its lowest level in at least 15 years, partly because summer-to-winter arbitrage has not worked, with backwardated forward curves. Storage covers only about 25% of winter demand, so supply still matters a lot. Milder weather so far is helping, but a cold winter would mean higher prices. Lower renewable-era gas demand offers some offset.
“supplies from Qatar being cut to the extent that it has, that has basically tightened the global market... But now that Qatar is shipping less LNG, normally goes to Asia, we're basically in a global competition with Asia for gas supplies.”at 20:36
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Ole Hansen · Saxo Bank
US gas is a strong export arbitrage, since European gas trades at about 10 times US prices.
European gas is trading at about 90 euros per megawatt-hour, roughly $30 per therm, which is about ten times the US price. That gap makes it very profitable to produce gas in the US, liquefy it and ship it to high-cost markets in Europe and Asia. The price spread is the main reason US gas exports are attractive.
“...so basically we are paying 10 times higher prices for our gas than you are in The US... That obviously also means that if you have a spare gas in The US, it's a fantastic trade to buy it, to produce it and to ship it to these high cost areas in Europe and Asia.”at 22:35
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Patrick Ceresna · Big Picture Trading
Record gross short positioning could squeeze natural gas higher if early cold hits the US.
Patrick says commitment of traders data shows zero-percentile positioning on one-, three- and five-year look-backs, with gross short positioning at a record level, so traders are positioned for fundamental weakness to continue. Talk of early-season cold in the US has already lifted natural gas, including winter contracts out to January. If a colder winter forecast develops, the shorts could be squeezed into a substantial rally, as natural gas has been incredibly volatile when squeezed in the past.
“When we look directly at the commitment of trader reports, we continue to see the zero percentile of positioning going on a one year, three year, and a five year look back as we have now seen a build of gross short positioning that is at a record level.”at 1:01:55
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