Charif Souki on the Future of LNG: Glut Myths, Infrastructure, and Global Demand (Ep. 244)
About this episode
Charif Souki discusses the rise of the US as a global LNG export leader and the implications for markets and infrastructure.
This week on EnergyCents, Hill Vaden and Sam Humphreys speak with LNG pioneer Charif Souki about the extraordinary rise of the US from LNG importer to global export leader — and what that means for markets, infrastructure, and energy security. Souki pushes back on fears of an LNG glut, warns that the Permian gas bottleneck is becoming economically unsustainable, and argues that AI-driven power demand is forcing a fundamental rethink of how quickly the industry can build. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
People in this episode
Hosts: Hill Vaden, Sam Humphreys
Guest: Charif Souki
Mentioned in this episode
Organizations: S&P Global Energy
Places: US, Permian
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