Seb Kennedy, an energy journalist turned market analyst, has transitioned from covering renewables to focusing on natural gas and LNG, launching Energy Flux to provide insights into these markets.
This discussion highlights the volatility in the LNG market, exacerbated by geopolitical events such as Russia’s invasion of Ukraine and the US attacks on Iran leading to the closure of the Strait of Hormuz, he shows the significant supply disruptions to oil gas and global commodities, including fertilizers and other non-energy goods, which could lead to broader economic consequences.
The conversation further explores the challenges and opportunities for LNG investment in North America, particularly in Canada, where the potential for windfall profits is weighed against the risks of long-term market volatility and technical issues at existing facilities. Seb emphasizes the importance of reducing reliance on natural gas by investing in renewable energy and infrastructure to enhance energy security and resilience. The conversation concludes with a call for strategic investments to mitigate exposure to commodity cycles and support a transition to more sustainable energy sources.
For more insights, Seb can be followed through the Energy Flux newsletter, LinkedIn, Bluesky and other digital platforms.
Updates from me
I am Jenny, broadcasting from Calgary, Alberta. I’m a geophysicist turned oil and gas liability expert turned podcast host and public activist. I’m here to create a better story for Alberta than one of pollution and populism by breaking through the propaganda machine. Please remember to like and subscribe to The Gravity Well, your doing so helps boost the voices and views of these stellar people and important issues.
Recall updates
Mark your calendar, Calgary-Bow! Markham Hislop is coming to town on Friday, April 24th. He and I will have a dual podcast discussion about the energy transition and the phase 2 project for Recall Nicolaides campaign. I will create and share an Eventbrite for this event ASAP! I am working with the other recall leads to collaborate on this as well as some water focused friends. Remember to go to OperationTotalRecall.ca to support the recall campaigns still underway.
Forever Canadian on Charlie Angus
My Meidas Canada—Thomas Lukaszuk interview is out. It’s called ALBERTANS FIGHT MAGA & DEFEND CANADA. The best part, in my humble opinion, is around 19 mins in where Thomas explains the absolute impossibility of Alberta independence: physically, economically, and practically. Yes Thomas, our only market would be the USA and we would be absorbed by them instantaneously.
Sign up for their newsletter to get involved at forever-canadian.ca!
Water Not Coal
Become a canvasser with the WaterNotCoal.ca campaign which is underway. I am working on a couple Water Not Coal podcast conversations and am very much enjoying meeting the people who are going out of their way to sign at my home.
The Coalition for Responsible Energy (C4RE)
I have been working with a group called the coalition for responsible energy, you can find us by searching cleanupyourmess.ca… The Rural Municipalities Association conference is underway in Edmonton right now. There is a lot of media coverage on oil and gas site clean up happening from Real Talk with Ryan Jespersen to Markham Hislop to The New York Times.
C4RE members are planning a few town halls in Provost, Calgary-Northwest and in Airdrie. Stay tuned for the dates and details!
Common Purpose, Collective Action
Public Interest Alberta: Common Purpose, Collective Action Conference in Edmonton, May 8-9.
MARK YOUR CALENDAR: May 29th Alberta Day of Action!
The goal is to have 1,000,000 Albertans on the street that day. This effort is being led by the Alberta Federation of Labour, please go to: Fight Back Now! - Alberta Federation of Labour, subscribe to spread the word and organize. It’s gonna be quite something!
