How Trump 2.0, Tariffs, and the LNG Boom Could Reshape Global Gas With Rapidan’s Alex Munton

How Trump 2.0, Tariffs, and the LNG Boom Could Reshape Global Gas With Rapidan’s Alex Munton

Author: NGI: Natural Gas Intelligence November 10, 2025 Duration: 23:49
NGI’s managing editor of Mexico, Christopher Lenton speaks with Alex Munton, global gas and LNG research lead at Rapidan Energy Group, about how the Trump administration is impacting North American natural gas markets. Munton highlights that while the industry welcomes a more favorable policy environment, rising costs are weighing heavily on upstream activity. This makes for a more complex dynamic for natural gas even as LNG demand surges. Munton also explains that the United States faces the daunting task of boosting production by roughly 20 Bcf/d to meet booming LNG exports and rising power demand. Against that backdrop, key gas plays like the Marcellus and Haynesville shales face infrastructure and cost hurdles. He also casts doubt on Mexico’s and Alaska’s LNG ambitions amid financing and logistical challenges, reinforcing why Gulf Coast terminals dominate. As affordability and energy costs become political flashpoints, Munton warns that high prices could reshape both the energy landscape and U.S. voter sentiment.

For those navigating the complex and fast-moving North American natural gas landscape, NGI’s Hub & Flow cuts through the noise. This isn't a lengthy seminar; it's a focused conversation designed for professionals who need clarity without sacrificing depth. Each episode features the seasoned reporters, editors, and analysts from NGI: Natural Gas Intelligence, who live and breathe this market daily. They break down the immediate factors influencing supply and demand, parse price movements, and track the critical flows of gas and LNG across the U.S., Canada, and Mexico. You'll hear straightforward analysis on what happened this week and why it matters for the week ahead, from pipeline constraints and storage data to weather impacts and global export dynamics. The discussion in this podcast naturally evolves from the latest data and on-the-ground reporting, offering a trusted perspective that goes beyond headlines. Tune in for a concise, authoritative take that helps you understand the fundamental drivers behind the numbers, all delivered in a format that fits into a busy schedule. Whether you're trading, planning, or simply need to stay informed, NGI’s Hub & Flow provides the essential context for making sense of a market in constant motion.
Author: Language: English Episodes: 50

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