Why data centres and AI could shake up the global LNG market

In the next episode of the Energy Connects podcast, Chiranjib Sengupta hosts Massimo Di Odoardo, Vice President of Gas and LNG Research at Wood Mackenzie, and Eugene Kim, Research Director at Wood Mackenzie's Americas Gas Research team, to dive deep into the debate over whether data centres and AI could shake up the global LNG market.
Outlining the evolution of the US shale gas market, Massimo and Eugene provide valuable insight into how that will define the competitiveness of the US LNG sector, and the long-term outlook on LNG markets and contracts developing globally. With digitalisation and AI seen as essential enablers of the energy transition, they also discuss why upscaling both will lead to a massive surge in power demand, and how the energy sector is likely to cope with it.