In this episode, host Dan Romito speaks with Michael Gehring, Director of Portfolio Management at The Energy Authority, about the complexities of today’s energy market.
They discuss natural gas volatility, the critical role of storage, and the anticipated surge in LNG exports. Michael shares expert insights on the evolving energy landscape, storage challenges, and the future of energy prices and infrastructure.
Whether you're an industry veteran or looking for a fresh perspective, this episode offers valuable insights into the forces shaping energy markets and policy.
00:47 Meet the Guest: Michael Gehring
03:07 Natural Gas Market Dynamics
05:21 Challenges in Natural Gas Storage
08:53 Impact of Tech Industry on Energy Demand
14:16 Regulatory and Infrastructure Issues
29:12 Balancing LNG and Net Zero Goals
29:48 EU's Energy Dilemma31:03 The Net Zero Paradox32:14 LNG Growth and Market Volatility
35:08 Environmentalists and Energy Storage
39:55 Trump's Energy Policies and Market Impact
50:02 Future of U.S. Energy Mix54:25 Key Takeaways and Final Thoughts
