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Podcast: Fueling the Future: LNG, Energy Policy, and Global Impact with Steve Reese.

https://theenergynewsbeat.substack.com/p/fueling-the-future-lng-energy-policy

Steve's credentials: https://www.linkedin.com/in/steve-reese-185a86/

Delfin mention:

Steve Reese [00:07:13] You know, the gas business, this is my 44th year. The one thing I have learned is price isn't always necessarily the top component of the mix delivery, quality and security of supply. A lot of times, no pun intended, trumps even price.

Stuart Turley [00:07:32] I'll take the pun.

Steve Reese [00:07:33] Because of what's happened, you know, in the past. So we're excited about that. And yes, we we've had discussions with Toby Rice. We may be moving some of his gas under those contracts. Nine have had two discussions with Harold here and discussions with expand to former Chesapeake and Southwestern. So we're going to try to have the heavy hitters on this side and also direct to all the end users over there. Really, due to my partner's relationships in Western Europe.

Stuart Turley [00:08:06] This is an a phenomenal update. Steve This is fantastic. It really does.

Steve Reese [00:08:13] We're really excited. And, you know, of course my team will be involved on on the supply side over here and we're working already with, with, with Tony's guys on, on moving some of his gas into our first contracts. And we're hoping to be up and running and actually moving molecules by 2027. As you can imagine, these are long deals and we're we're involved. We were going to usurp Biden regardless in that we're going to use floating LNG liquefaction facilities of relevance. And so we're involved with Delfin in one of the boats being built in South Korea right now. So we're really excited on on that front. And I think regardless of who's in office over here, we're seeing the Europeans say we want to secure, you know, robust natural gas supply for our power because it's almost devastated the German economy.

Stuart Turley [00:09:09] You know, the floating liquefaction and gasification facilities are amazing. Yeah. And and and what this kind of discussion needs to get to Chris Wright and President Trump because like we were talking about Hawaii, why is Hawaii are heaven on earth using 60% of their electrical generation is from fuel oil, which is the worst kind of, you know, pollutant out? It's worse than coal. I wouldn't it makes sense. Like Vietnam just dropped in a big ass vacation to electrical plant. I mean, it's straight from LNG to the plant and it off it goes.