Natural gas and LNG: Seizing the supercycle

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At the 2026 ADI Forum, Guy Braden, SVP, Commercial, Cameron LNG; Dave Conover, VP, Govt. Relations & Comms, Kinder Morgan; and Ben Kluding, Product Manager Americas, Hoerbiger joined Uday Turaga, CEO, ADI Analytics for the Natural Gas and LNG panel.

Key themes included the global LNG supercycle and the pricing impacts of record capacity growth, looming Permian supply constraints, and the infrastructure required to meet data center-driven power demand. The panel also addressed severe supply chain headwinds for turbines and compressors, regional permitting hurdles, and the industry’s focus on methane mitigation through the retrofitting of aging midstream assets.

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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.

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