About this episode

Rusty Delroy and Will Barker discuss Australia's energy opportunities and challenges in the global LNG market.

This is a different episode for us. Rusty Delroy is back - and this time he’s brought company in the form of Will Barker. Rusty is the founder of Nero Resource Fund, compounding at ~26% per annum since inception in 2013. Will leads Equus Energy, is a director of Strike Energy and Carnarvon Energy, and is a geologist with decades of experience building large-scale gas projects. Two deep thinkers on energy in one room.In this conversation, Rusty and Will cover: Why the real supply shock from the Strait closure has barely started How four countries control most of global LNG supply — and why three of them are currently compromised Australia falling from 25% of global LNG investment a decade ago to just 3% The case for better regulation over more taxation — and the forgotten super profits tax How Australia can seize the opportunity sitting in front of it Follow Rusty: LinkedIn: https://www.linkedin.com/in/russell-delroy-05a670313/ Follow Will Barker: LinkedIn: https://www.linkedin.com/in/will-barker-6b679632b/ If you find value in the conversations, subscribing goes a long way. Episode recorded: 1.05.2026 …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the…

People in this episode

Host: Rusty Delroy

Guest: Will Barker

Topics covered

• energy supply
• LNG market
• Australia's energy investment
• regulation vs taxation
• global energy dynamics

Keywords

• energy opportunity
• LNG supply
• Australia
• regulation
• gas projects
• investment

Mentioned in this episode

Organizations: Nero Resource Fund, Equus Energy, Strike Energy, Carnarvon Energy

Places: Australia

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