This was an exciting week as ADI Analytics was honored to host U.S. Energy Secretary Chris Wright and Interior Secretary Doug Burgum at our exhibit at Gastech 2025 in Milan. Secretary Wright showed keen interest when our conversation shifted from gas and LNG to produced water management—a topic likely close to his past life leading Liberty Energy.
This moment, along with our time at the Texas Economic Department booth, set the stage for a conference rich with insights. We came away with six key takeaways from the Gastech 2025 conference that reinforced natural gas and LNG’s growth supercycle – a theme that we at ADI have been talking about for a while.
The Honorable U.S. Secretary of Interior Doug Burgum (left image) and The Honorable U.S. Department of Energy Secretary Chris Wright (right image) visiting ADI’s booth at Gastech.
1. LNG is no longer a “bridge fuel”
LNG is now central to national energy strategies, driven by geopolitical volatility, energy security concerns, and rising global demand. Doug Burgum, the U.S. Secretary of the Interior, underscored this point, stating, “LNG provides the flexibility, scalability, and resilience needed to keep systems stable under pressure.” This is reflected in major projects like the 25 MTPA Argent LNG export terminal in Louisiana and Eni’s Coral North FLNG and Congo LNG projects, which are designed with emissions mitigation in mind.
2. The U.S. is accelerating LNG expansion
The U.S. is aggressively expanding its LNG export capacity on the back of strong government support. According to FERC Commissioner Lindsay See, “We’ve issued 250 notices to proceed in 2025 compared to 100 in all of 2024—60% of them in 30 days or less.” This rapid deregulation is driving capacity additions on the U.S. Gulf Coast, with companies like NextDecade expanding their projects to maintain the country’s growth trajectory along with capacity additions around the world.
3. Asia’s growing demand and the price question
Asia is now the world’s largest LNG market, with countries like Thailand, India, and Vietnam rapidly expanding infrastructure to meet surging demand. As Samerjai Suksumek, Advisor to the Minister of Energy in Thailand, noted, “Energy demand in our region continues to rise.” With the coming “next LNG wave” from new projects in the U.S. and Qatar, the question of whether there will be enough demand to absorb the new supply is crucial.
Asian clients have suggested a price range of $8-$10/mmbtu could trigger significant new demand. This dynamic is evident in Eni’s fast-tracked development in Indonesia’s Kutei Basin and the Alaska LNG project’s recent agreements with customers in Japan, Korea, Taiwan, and Thailand, reinforcing Asia’s role as a primary driver of global LNG demand.
4. Long-term contracts are back in favor
In a market defined by price volatility and geopolitical risk, long-term LNG contracts are regaining prominence. Jarrod Agen of NEDC highlighted this shift: “LNG is driving long-term agreements. We are at the forefront of building these 20-year relationships that will provide reliability.” This trend is evident with ADNOC Gas’s Ruwais LNG terminal, where over 80% of its capacity is already contracted to long-term buyers.
5. Decarbonization and innovation are key to the future
The industry is investing heavily in technologies to reduce emissions and improve efficiency along with exploring LNG’s use in decarbonizing marine transportation. As Arnaud Pieton, CEO of Technip Energies, explained, “We’re using electric-driven motors instead of gas turbines… these facilities are on track to be among the lowest-carbon intensity LNG plants in the world.” Innovations like Wison New Energies’ all-electric FLNG design and Technip’s modular SnapLNG solution are paving the way for cleaner LNG. This focus on decarbonization also extends to the shipping sector, with advancements in wind-assisted propulsion and alternative fuels like ammonia and hydrogen.
6. AI is the new catalyst for energy demand and efficiency
AI is now a major factor in both energy demand and operational efficiency. U.S. Secretary of the Interior Doug Burgum stated that “winning the AI arms race” requires a new wave of energy. The massive power needs of AI and data centers are creating significant new electricity demand that can be met by flexible LNG supply. At the same time, companies like HD Hyundai and Hanwha are using AI to optimize trading, logistics, and vessel operations, demonstrating the technology’s readiness for widespread integration.
– Panuswee Dwivedi and Uday Turaga
About ADI Analytics
ADI is a prestigious, boutique consulting firm specializing in oil and gas, energy, and chemicals since 2009. We bring deep expertise in a broad range of markets where we support Fortune 500, mid-sized and early-stage companies, and investors with consulting services, research reports, and data and analytics, with the goal of delivering actionable outcomes to help our clients achieve tangible results.
We also host the ADI Forum that brings c-suite executives together for meaningful dialogue and strategic insights across the oil & gas, energy transition, and chemicals value chains. Learn more about the ADI Forum.
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