Debrief at the summit
Gas and LNG markets
Short, expert led debriefs on the trends reshaping global commodity markets, from gas and LNG flows to new demand from data centers.
Debrief at the summits / Gas and LNG
Global gas and LNG markets are being reshaped by new demand centers, evolving trade flows and changing regulatory frameworks. Data centers and AI are driving large new loads, while European buyers rethink contracts and flexibility after several turbulent years.
This debrief page features key conversations from the Rystad Energy Americas Summit and EMEA Summit that focus on gas, LNG, power demand and energy infrastructure. External speakers share practical insights on how developers, utilities, traders and investors can respond to these shifts.
The videos highlight how to design projects around data center growth, how to think about long term contracts versus spot exposure, and how European gas markets can manage future supply risks.
Watch the videos:
Flexibility and the future of European gas
LNG and gas demand: AI load, ERCOT interconnection and integrated buildout
LNG and gas demand: co-ops, municipal utilities and community planning
The debrief sessions
In the gas and LNG sessions, host Noah Brenner speaks with market leaders about AI driven power demand, data center loads, flexible contracting and infrastructure, and how European buyers balance long term supply with spot opportunities.with Noah Brenner
Flexibility and the future of European gas
External speaker Edward Gomersall discusses how flexibility has become the central theme in European gas and power markets. He explains how traders and utilities navigate volatile spot spreads, shifting supply sources and the emergence of AI driven demand centers across Europe.
The video examines how buyers balance long term LNG and pipeline contracts with short term market opportunities, how an oversupplied market could soften the impact of a Russian LNG phaseout and how financial players are influencing liquidity and price formation across benchmarks such as TTF. For market participants, the session provides a clear view of what security of supply means in a more complex and data intensive energy system.
Featuring external speaker: Edward Gomersall, Head of Macro Analytics, SEFE
Host: Noah Brenner, Rystad Energy
Event: The Debrief, EMEA Summit 2025
LNG and gas demand: AI load, ERCOT interconnection and integrated buildout
External guest Jason Jennaro explains how AI and data center growth are transforming gas and power demand in North America. He describes AI as converting man hours into megawatt hours and shows how that shift is attracting significant capital into power generation, pipelines and energy infrastructure.
The conversation looks at how future large loads will need more than a traditional grid connection and why developers increasingly bring their own power and flexibility to projects. Jason uses Texas examples, including SB6 and ERCOT interconnection realities, to illustrate how location strategies are moving closer to molecules and megawatts and how co locating industries can support both grid stability and commercial performance.
Featuring external speaker: Jason Jennaro, Co-Founder and CEO, FrontierGen
Host: Noah Brenner, Rystad Energy
Event: The Debrief, Americas Summit 2025
LNG and gas demand: co-ops, municipal utilities and community planning
External speaker Josh Clevenger shares the perspective of not for profit utilities, including electric cooperatives and municipal systems, on rising gas demand from data centers and new industrial loads. He explains why growth will not be evenly distributed and how state policy, local support and transmission capacity shape which communities actually see projects move forward.
The discussion looks at how cooperatives can plan for large, long lived loads while managing near term rate impacts for members. Josh highlights the importance of early engagement with developers, clear communication on costs and benefits and a long term view that balances local economic growth with prudent infrastructure investment.
Featuring external speaker: Josh Clevenger, Electric Cooperative Consulting
Host: Noah Brenner, Rystad Energy
Event: The Debrief, Americas Summit 2025
