Episode
Charif Souki on the Future of LNG: Glut Myths, Infrastructure, and Global Demand (Ep. 244)
- Podcast
- EnergyCents
- Published
- May 14, 2026
- Duration seconds
- 1743
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Summary
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