In this episode of the LNG Industry Podcast, Jessica Casey is joined by Jan Emblemsvåg, Professor at the Norwegian University of Science & Technology, to discuss developments in nuclear-propulsion for the shipping industry; what’s changed since its introduction 80 years ago, what the future looks like, and how it might be adopted for use in LNG carriers.

In this episode of the LNG Industry Podcast, Jessica Casey is joined by Julien Boulland, Sustainable Strategy Leader at Bureau Veritas Marine & Offshore, to explore LNG as an alternative fuel for the shipping industry, considering the impact of recent developments in rules and regulations – particularly in the context of emissions monitoring – and the role of digitalisation and artificial intelligence.

Simon Lack, Managing Partner at SL Advisors LLC and Co-Portfolio Manager of the Catalyst Energy Infrastructure Fund (MLXIX), talks us through natural gas’ emerging role as a bridge fuel that is powering two fast-growing industries: AI-driven data centres and US LNG exports.

We consider:

• Emerging US hotspots where natural gas supply, pipeline access, and data centre development align.
• How well-prepared the US power system is to support the AI data centre boom.
• The rising trend of onsite natural gas generation for AI loads.
• The connection between LNG expansion in the US and domestic gas demand.
• What the emerging triangle between gas supply, LNG terminals, and data centre hubs means for regulatory policy and investors.
• And much more.

In this episode of the LNG Industry Podcast, Jessica Casey is joined by Lars Kjoellesdal, LNG Europe Lead at ICIS, to explore the Strait of Hormuz closure, and the knock-on effects it is having on the LNG industry.

We discuss:

• Changes in trade flows.
• Security of supply.
• Global LNG capacity.