Activating breakthrough technologies and strategic partnerships to realign business models for a new energy era

The energy industry is at a critical juncture, balancing the urgent need to decarbonise with the responsibility of providing secure, reliable energy during a time of heightened volatility. Companies face a complex array of challenges, including talent shortages, rising costs, investor and consumer pressures, the integration of AI technologies, and adapting to a changing regulatory environment.The natural gas and LNG market is forecast to grow to 4.73 tcm by 2050 and will remain essential corners... Read More

Opening Ceremony

Ministerial Panel: Balancing energy security, affordability and accessibility in tandem with decarbonisation in volatile global marketsAs the global energy landscape continues to evolve, governments face the complex challenge of resolving the energy trilemma amidst geopolitical volatility. Although energy markets became more stable in 2024, the underlying weaknesses revealed during the energy crisis persist. Building resilience against future shocks while advancing decarbonisation is a crit... Read More

Leading through the realities of energy sector transformation: AI, investment, and the future of gas & LNG

As the energy transition accelerates, natural gas and LNG remain essential in balancing sustainability with security. Shell, as the global leader in gas and LNG, is driving a pragmatic, solutions-focused approach, leveraging AI and digital innovation to enhance efficiencies, optimise supply chains, and advance lower-carbon energy. In a landscape shaped by shifting regulations, geopolitical uncertainty, and evolving market demands, investment decisions must be both bold and adaptable. Wael Sawan,... Read More

The ascendency of natural gas as a reliable and flexible energy source to advance decarbonisation goals and meet rising global demand

Natural gas is uniquely positioned to integrate both traditional and renewable energies, offers a market ready solution for stabilising power grids and serves as an affordable and fast-track route to coal displacement in emerging markets. Global gas demand is set to grow to 4.73tcm by 2050 creating an urgent need to develop new projects to link supply volumes with new consumption centres and service growing demand from the power sector and artificial intelligence datacentres.To fully realise the... Read More

Harnessing the advantages of the AI-natural gas nexus for dual sector growth

By 2026, global power demand from data centres is set to double to 1,000 TWh, more than twice Germany's total energy use in 2022. In the United States, powering data centres may need an extra 8.5 bcf/d of natural gas by 2030. This rise in demand brings challenges, including strain on ageing power grids and intensified competition between local gas consumers and LNG exporters.However, natural gas and the AI sector can drive each other’s growth. As a lower carbon energy feedstock, natural gas meet... Read More

Fostering enhanced cross-border trade and cooperation to deliver a secure energy future

Achieving a secure and sustainable energy future demands unprecedented international collaboration. Cross-border energy, and future carbon trade are key to speeding up the energy transition, optimising resource use, and strengthening global energy security. However, challenges remain. Regulatory inconsistencies, infrastructure limitations, and geopolitical tensions create hurdles. Varying regulations and outdated infrastructure often block the seamless integration of energy systems. Meanwhile, p... Read More

Building and investing in future ready resilient power grids to meet sharp demand spikes

Ensuring grid security and resilience is crucial to meet the demand of future power markets. This is notably needed to meet the additional pressure on infrastructure resulting from the boom in AI technologies development and increased renewable capacity on the grid. To achieve this transformation, modernisation of grid infrastructure will be essential, along with enhanced energy storage solutions, and the implementation of AI-powered smart grid technologies. Government policies that support rene... Read More

Securing the future: Leveraging gas portfolios for resilience and reliability

Global gas demand is forecast to grow by 2.5% annually through 2030, driven by emerging markets and the need for flexible, lower-carbon energy. Yet, the security of supply remains under strain due to geopolitical disruptions, infrastructure constraints, and volatile pricing. Traditional models of long-term supply are being tested as buyers seek both flexibility and certainty.To navigate this new era, companies must reimagine portfolio strategies, balancing spot and long-term contracts, diversify... Read More

Mapping and delivering the natural gas and LNG infrastructure required to meet demand growth scenarios

As global energy systems transition towards a low carbon future, natural gas and LNG are set to play a vital role in balancing energy security, reliability, and sustainability. With demand for natural gas expected to reach 4.73tcm by 2050, the challenge lies in developing the necessary infrastructure to support this growth while meeting decarbonisation goals.Expanding and modernising natural gas and LNG infrastructure requires a strategic, forward-thinking approach; mapping future demand centres... Read More

Powering growth and prosperity in high potential economies through widened access to affordable, reliable and flexible energy

Access to reliable energy is critical for economic growth, human development, and climate resilience, yet 1.8 billion people worldwide remain without it, according to the UNDP. This energy inequality is most acute in the global south, where communities face disproportionate vulnerability to climate change. The World Economic Forum estimates that delivering an equitable energy transition, which nurtures clean technology manufacturing in the global south and drives essential development, will requ... Read More

Expediting the next wave of export projects to mitigate the global LNG supply crunch

Global markets will need around 135 mmtpa of new LNG supply by 2040, according to Wood Mackenzie’s LNG forecasts, to meet growing demand. However multiple post-FID LNG supplies have been delayed, which may result in less supply coming to market than expected, amplifying uncertainty and structural change in global market flexibility. The anticipated tightening of global LNG supply highlights the risks to energy security and access, caused by disruptions in Russian pipeline gas supply to Euro... Read More

Rethinking LNG project strategies in the new energy era: unlocking supply chain bottlenecks

According to McKinsey, over ten projects, representing 100 million tons per annum of LNG capacity, reached final investment decisions in 2023 and 2024. However, rising labour costs, the need to decarbonise the gas value chain, regulatory delays, resource shortages, complex environmental approvals, and infrastructure challenges - particularly in remote locations - are all contributing to cost overruns and project delays. In this highly competitive market projects yet to reach FID may need to reas... Read More

Operational excellence through the application of artificial intelligence technologies

According to the World Economic Forum, AI is set to deliver up to US $1.3tn in economic value annually to the energy sector by 2030, revolutionising operations from predictive maintenance to real-time grid optimisation. As natural gas, hydrogen, and power networks face mounting pressure to enhance efficiency and resilience, AI-driven technologies offer unprecedented opportunities to streamline decision-making, reduce costs, and improve asset reliability.However, digital challenges including data... Read More

LNG demand outlook scenarios: A new era for consumer-producer engagement

LNG demand is forecast to grow rapidly over the next two years due to rising power demand and the pursuit of decarbonisation goals. Shell’s 2025 LNG Outlook estimates growth of 60% by 2040, as industrial coal-to-gas switching gathers pace across Asia and demand for power grows. However, fluctuations in global gas prices and concerns over a potential tightness in LNG supply have raised doubts about the affordability and long-term sustainability of natural gas as a primary energy source for power ... Read More

Financing for an orderly transition: Channelling investments to support a future enabled energy system

Access to financing continues to be a challenge for energy projects, especially in emerging markets. Although clean energy investment is increasing, the Global South encounters considerable obstacles in securing capital for low carbon infrastructure. Development finance institutions are involved, but attracting private investment is more difficult without clear risk mitigation strategies and stable energy policies. Conversely, the financing outlook for natural gas and LNG is improving, as f... Read More

Reimagining energy portfolios to balance security, costs and energy transformation

According to the IEA, 70 countries are due to reach or surpass renewable capacity targets by 2030 signalling a boom for the sector in the second half of the decade. Despite this trajectory and the flexibility of and low carbon credentials of LNG, coal remains stubbornly entrenched in the energy mix particularly across the global south where it accounts for 80% of total global demand, driven by price volatility and energy security concerns. Nations must navigate the delicate balance between affor... Read More

Decarbonising the maritime sector: Integrating low carbon technologies and alternative fuels for a cleaner shipping future

Improving efficiency in the existing fleet is critical to reducing GHG emissions while continuing to innovate with low- carbon technologies and the use of alternative fuels. As the maritime industry contributes nearly 3% of the world’s carbon emissions, it is finding pathways to decarbonise to meet the IMO’s ambitious targets to reduce GHG emissions by 70% by 2050 compared to 2008 levels.While alternative fuel technologies are maturing, with clearer development timelines supported by growin... Read More

Diversifying the energy mix with the adoption of LNG and natural gas to support a low carbon energy future

The economic impact of the energy crisis triggered by Russia’s invasion of Ukraine on the European Union was estimated to be 2% GDP in 2022. Globally, energy suppliers still consider mitigating the risk of such market shocks a key priority. To meet growing power demand successfully, energy systems must be designed to provide a mix of feedstocks to ensure continuity of affordable, flexible, and decarbonised energy supply to consumers. By leveraging a range of geo-appropriate renewable energy solu... Read More

Global LNG trading: The evolution of supply and demand dynamics in a tightening market

The global LNG market links 20 exporting nations to 51 importing markets. However, supply side growth is limited by delays to LNG projects under development, leading to a tightening market, amid price uncertainty and geopolitical instability and increasing competition for supply. The cessation of Russian pipeline gas flows through Ukraine in early 2025 has created uncertainty regarding Europe’s intensified reliance on LNG and the resulting pressure on global supply. Meanwhile, some traditio... Read More

From vision to reality: Delivering on the promise of a commercial and competitive CCUS market

As governments tighten emissions regulations and work to reduce greenhouse gas emissions, demand for Carbon Capture, Utilisation, and Storage (CCUS) technologies looks set for significant growth. New mandatory methane reporting requirements and the growing importance of climate finance at COP29 have created a favourable environment for the expansion of the CCUS market. However, high capital costs remain a major barrier. These costs range from the installation of capture technologies at emis... Read More

Decarbonising heavy industrial sectors with e-fuels

Sustainable fuels play a crucial role in decarbonising the hard-to-abate industries such as aviation, shipping and manufacturing. According to UNIDO these fuels have the potential to reduce emissions by 60–90% through CO₂ capture in biofuel feedstocks, or synthetic fuel production, providing energy security and stimulating regional economies.Policies such as the European Union’s Renewable Energy Directive (RED II) and Japan’s Green Growth Strategy demonstrate how mandates and incentives can supp... Read More

Fuelling an equitable transition: Actions for an inclusive energy future

Mobilising the US $1.2tn needed to lift an estimated 1.8bn people out of energy poverty requires targeted policies and investments that balance decarbonisation goals with the need to provide reliable energy access to underserved populations and fuel sustainable development. Achieving an equitable energy transition demands a commitment to addressing the needs of diverse populations and economies, ensuring no one is left behind in the shift toward sustainable energy systems. Despite progress in ex... Read More

Unlocking hydrogen at scale: Infrastructure as the catalyst for systemic adoption

Hydrogen has the potential to abate 80GT of CO₂ by 2050, according to a report from the Hydrogen Council and McKinsey. This potential is being realised, with an exponential increase in clean hydrogen projects reaching FID over the last four years – from 102 (representing US $10bn) in 2020, to 434 (US $75bn) in 2024.Several supportive mechanisms have been successfully implemented globally to further incentivise hydrogen production, such as the establishment of the European Hydrogen Bank. However,... Read More

Progressing industrial decarbonisation through workable cross-sector partnership models

Hard-to-abate sectors including road freight transport, shipping, aviation, iron and steel, and petrochemicals account for around a quarter of global energy consumption and roughly one-fifth of CO₂ emissions. A report by IRENA highlights the critical need to accelerate the energy transition in these sectors requiring significant shifts in decarbonisation pathways which prioritise investment in net zero emissions solutions while tackling carbon pricing challenges.Successful decarbonisation will d... Read More

From investment to impact: Unlocking the potential of low consumption AI technologies to accelerate energy transition goals

Artificial intelligence is poised to revolutionise industries, with McKinsey projecting it could add US $13tn to the global economy by 2030. However, meeting the substantial energy demands of AI-driven datacentres is critical to realising this promise. The high energy requirements have raised concerns the environmental footprint of AI could overshadow its potential contributions to decarbonisation.Developing and deploying low-energy, high-impact AI solutions will be essential to harness the bene... Read More

Advancing progress on methane abatement through strategic cooperation and the mobilisation of finance and technologies

Methane abatement offers the energy sector a critical opportunity to achieve substantial greenhouse gas reductions at relatively low cost. According to the IEA, an estimated 40% of global methane emissions could be abated at zero net cost, which highlights the immediate potential for a meaningful impact. Although advanced technologies for methane detection and monitoring are widely available, significant gaps remain in consistently tracking emissions and utilising these technologies.Funding chal... Read More

Overcoming regulatory, commercial and operational challenges to advance the development of a cross-border biomethane and renewable gases market

Biomethane offers a sustainable solution for power generation, fertiliser production, and vehicle fuel, making it a cornerstone of the circular economy. The European Union has set an ambitious target of producing 35 bcm of sustainable biomethane annually by 2030, with plans for further expansion by 2050. These initiatives highlight the vital role of biomethane in transitioning to a low carbon energy future.Despite its promise, the biomethane market faces significant regulatory and commercial hur... Read More

Fostering full value chain collaboration to strengthen the market for scalable climate technologies

The effective deployment of climate technologies could eliminate up to 90% of man-made emissions annually, making a substantial contribution towards climate targets. Delivering scalable climate technologies at pace requires unprecedented collaboration across the entire value chain, from innovation and investment to deployment and policy support, to overcome bottlenecks and accelerate market maturity. With global clean energy investments exceeding 2.1tn in 2024 and set for further growth, the opp... Read More

Bridging the talent gap to build the future global energy ecosystem’s workforce

The energy industry is facing a global talent shortage: in the USA alone, it is estimated 400,000 industry employees will retire within the next 10 years, according to McKinsey. This would not only impact industry operations but also detract from important decarbonisation goals.As the industry progresses towards global net zero goals, even more talent is required to innovate and drive progress. According to BCG, the skills gap in the global green energy industry will rise to seven million by 203... Read More

Gastech 2025 Wrap Up

A look back over the last four days, highlighting the unparalleled blend of pioneering content, thought leadership and cutting edge innovation. Pulling the key points from both the Strategic Conference and Technical & Commercial Conference, the Co-Chairs of the Governing Body will summarise how Gastech 2025 will lead to actions for global energy transformation.

Bold partnership models for driving deep decarbonisation in the industrial sector

Goal 17 of the United Nations Sustainable Development Goals highlights the critical importance of partnerships in driving net zero goals. By collaborating organisations can develop new ways of thinking, make the most of their partners' expertise and strengths, and ensure they meet specific needs of multiple stakeholders. In this Energy Talk, senior leaders will discuss how new models for innovative cooperation between energy producers, heavy industry and financiers are effectively decarbonising ... Read More

Engineering energy transformation: Alliances, natural gas, and future technologies

As the energy sector moves from ambition to action on the path to net zero, the role of Engineering, Procurement and Construction (EPC) companies is evolving fast. No longer just project executors, EPCs are becoming strategic enablers, integrating innovation, technology, and partnerships to deliver the infrastructure of the energy transition. Strategic alliances are now critical to overcoming delivery risk, scaling emerging technologies, and aligning supply chains with decarbonisation goals. Nat... Read More

Resilience redefined: Adapting business models for strategic autonomy and climate imperatives

In the world of accelerating climate ambitions, shifting regulatory landscapes, and evolving geopolitical realities, energy companies are being called to rethink what resilience truly means. These dynamics are not constraints, but catalysts — pushing the sector to evolve faster, smarter, and with greater purpose. From the United States’ policy reset to Europe’s pursuit of strategic autonomy and Asia’s expanding energy demand, the need for adaptable, future-ready business models has never been cl... Read More

Regulating for readiness: FERC and the LNG buildout

As global demand for LNG grows, the United States is playing an increasingly critical role in meeting that need. But the pace at which new export infrastructure can come online depends heavily on regulatory clarity, consistency, and coordination. In this Energy Talk, FERC Commissioner Lindsay See will provide insight into the evolving permitting landscape for U.S. LNG terminals, and the Commission’s role in balancing increased global demand, environmental stewardship, and infrastructure deployme... Read More

Enhancing energy security and supply stability: Unlocking new natural gas sources amid global uncertainty

Recent geopolitical tensions and global supply chain disruptions have exposed critical vulnerabilities in existing energy systems, underscoring the urgent need for diversified, flexible, and resilient energy sources. According to Goldman Sachs, global gas supply is set to grow by 54% by 2029 to service demand increases, balancing the markets, and enhancing supply flexibility for importing nations. New gas sources are poised to serve as a vital buffer, providing alternative supply routes and dive... Read More

Vaca Muerta rising: Powering a new energy future

Argentina’s vast energy resources are poised to transform not only the national economy but the wider region, with Vaca Muerta leading the charge. As the world’s second-largest shale gas formation, its development holds global significance. Horacio Marín, CEO of YPF, will share how the company is driving forward an ambitious strategy to scale production, boost infrastructure, and attract international investment. He will also discuss how YPF is positioning itself at the forefront of innovation, ... Read More

Fireside Chat: Leveraging portfolios, investments, and technology for a secure and low carbon energy future

Achieving a secure and low carbon future requires a diverse and forward-looking energy portfolio that can be leveraged to overcome geopolitical and operational challenges. As the global energy landscape evolves, companies are increasingly focusing on diversification, strategic investments, and technological innovation to enhance energy security and reduce environmental impact. Integrating technologies such as artificial intelligence and advancing low-carbon solutions, including biofuels, carbon ... Read More

The new geopolitics of energy: Balancing the advancement of decarbonisation goals with energy security and affordability priorities

The global energy landscape is shifting as nations strive to balance ambitious decarbonisation targets with the realities of energy security. Protectionist policies, tariffs, and shifting industrial strategies are reshaping supply chains, raising concerns about market access and investment flows. While initiatives like the US Inflation Reduction Act have driven clean energy growth, there is now a strategic shift away from certain incentives, prompting a global reassessment of policy approaches. ... Read More

Special Address: The role of policy in driving innovation and growth in AI technologies

From LNG to AI: The evolving demand for US gas

Charif Souki, an architect of the US LNG story, brings decades of insight to a pivotal moment in global energy. As markets absorb the shockwaves of geopolitical upheaval, shifting climate goals, and a new wave of domestic demand, driven by the explosive energy appetite of datacentres, US natural gas stands at a strategic crossroads. In this timely conversation, Souki explores two decades of transformation, questions whether exports remain the optimal path and shares his forward-looking vision fo... Read More

The power shift: Leadership, electrification and the future of energy systems

The global energy transition is not a linear process. It is a complex realignment of markets, technologies and expectations requiring both bold innovation and seasoned leadership. As electrification accelerates and energy systems decarbonise, utilities and governments alike are rethinking how to deliver affordable, reliable, and sustainable power at scale.In this Energy Talk, Paolo Scaroni, a veteran of the global energy industry and energy geopolitics expert, reflects on what it takes to lead t... Read More

Nigeria’s Natural Gas Moment: Delivering at Home and Abroad

As the global energy system rebalances, natural gas is emerging as a critical transition fuel and Nigeria is stepping forward with renewed ambition. Under the Nigerian Decade of Gas Programme, the country is pursuing a dual strategy: establishing itself as a reliable, long-term supplier to international markets while unlocking the full potential of gas for domestic economic growth, energy access, and industrial development.In this Energy Talk, Bayo Ojulari, Group CEO of NNPC Ltd will outline the... Read More

LNG and the new energy order: Resilience, partnership, and strategic supply

In an era of geopolitical disruption and evolving energy alliances, LNG has reasserted itself as a cornerstone of energy security and diversification. For Eni, ensuring stable, affordable, and low-carbon supply is central to the company's long-term energy transition, requiring new partnerships, flexible contracts, and infrastructure built for resilience. Across the Atlantic, Venture Global is reshaping global LNG flows by rapidly deploying scalable, modular infrastructure and unlocking new volum... Read More