Welcome to the third episode of Alvarez & Marsal's global gas marketing and trading series on The Next Imperative podcast. In this episode, host Geoff Angulo is joined by LNG thought leaders John Corrigan and Alberto Corvo, Managing Directors at Alvarez & Marsal, to discuss the operational risks associated with global LNG trade.

As North American natural gas producers look to increase revenues through marketing and trading LNG on the international stage, they face new operational challenges. The conversation explores the entire LNG value chain, from liquefaction to shipping logistics, and examines how companies can effectively manage risks in the global market.

The experts provide insights on navigating maritime issues, quantifying risk, managing currency exposures, and developing effective trading strategies. They emphasize the importance of learning from industry veterans and building the right capabilities to succeed in international markets.

Tune in to hear valuable perspectives on operational risk management in the growing LNG trading space and the key considerations for companies expanding beyond domestic markets. To learn more about Alvarez & Marsal, click here: https://www.alvarezandmarsal.com/\

Welcome to another episode from Alvarez & Marsal! Host Geoff Angulo, Senior Director at Alvarez & Marsal, sits down with LNG industry experts Alberto Corvo and John Corrigan to explore the complexities and risks of trading LNG on an international scale.

Alberto and John break down the key risks involved and discuss how simulations and models can help quantify and manage them. They emphasize the importance of selecting the right models tailored to specific needs for the most accurate risk assessment. The conversation wraps up with insights on the challenges of Know Your Customer (KYC) and FCPA compliance, contract risks, and strategies for hedging inventory when shifting from immediate pipeline sales to managing weeks of inventory.

Tune in to hear expert perspectives on the changing dynamics of LNG and what lies ahead for this critical energy sector.

To learn more about Alvarez & Marsal, click here!

Welcome to a new episode from Alvarez & Marsal, host Geoff Angulo, Senior Director with Alvarez & Marsal, is joined by LNG industry experts Roy Abou Tayeh, Renee Klimczak, and John Corrigan. Together, they dive into the evolving landscape of Liquefied Natural Gas (LNG) and explore the opportunities, challenges, and future developments shaping the global market.

The discussion covers the current state of global LNG supply and demand, the U.S.’s growing role as a dominant exporter, and how capital projects are reshaping the LNG space. The guests also share insights into key players across the LNG value chain, from trading houses to major oil companies, and how the industry is planning for future growth amid market shifts.

Tune in to hear expert perspectives on the changing dynamics of LNG and what lies ahead for this critical energy sector.

To learn more about Alvarez & Marsal, click here!

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Roy Abou Tayeh, Senior Director with Alvarez & Marsal

Renee Klimczak, Managing Director with Alvarez & Marsal

John Corrigan, Managing Director with Alvarez & Marsal

Time Stamps:

(00:00 - 00:45) Introductions

(00:46 - 04:15) Global Supply and Demand with LNG

(04:16 - 13:34) LNG in the U.S.

(13:35 - 16:35) Capital Projects in the LNG Space

(16:36 - 23:05) Planning for the Foreseeable Future

(23:06 - 24:52) Opportunities and Change Ahead

(24:53 - 25:25) Closing