The growth in US and Canadian LNG export capacity in the 2020s is well understood. LNG Canada is in the process of ramping production while new projects are in development on the British Columbia coast. The US export capacity ballooned in 2025 and will continue to grow through the end of the decade. But, where will all this LNG go? What existing and growing markets are there for LNG? How long will it take for the world to absorb these volumes? What will be the implications of this extra trade in LNG on global energy balances?
While many commodity markets consider the security of supply, this session will focus on the security of demand for the growing international trade of natural gas.
This session will be in person at the Consulate General of Canada in New York.
SPEAKERS
Gordon Shearer
Gordon Shearer has been active in the LNG industry for more than 25 years. He is a senior advisor with Poten & Partners, which he rejoined in 2015. From 2007 until 2013 he was CEO of Hess LNG (a joint venture of Hess Corporation and Poten & Partners). Before joining Poten in 2001, he was employed by Cabot Corporation, where he was CEO of Cabot LNG Corporation, which owned and operated the LNG terminal in Boston Harbor and the LNG carrier Matthew. During this time, he was heavily involved in the creation of the Atlantic LNG project in Trinidad and Tobago. He received a BSc in geophysics from Edinburgh University in 1976 and an MBA from Harvard Business School in 1978. He was a member of the National Petroleum Council from 2005 until 2016.
Ira Joseph
Ira Joseph is a Senior Research Associate at the Center on Global Energy Policy at Columbia University. Until 2022, he was the global head of global generating fuels and electric power pricing at S&P Global Platts, with over 30 years of experience in the sector. Prior to his pricing role, he was global head of Gas and Power Analytics at Platts. Ira joined S&P Global Platts during the acquisition of PIRA Energy Group in 2016, where he started the firm’s European Gas and Power and Global LNG services in 1999. Before PIRA, he worked at Energy Intelligence Group, where he was the editor in chief of World Gas Intelligence and authored versions of the International Crude Oil Handbook and the original Global Gas Handbook.
Ron Loborec
Ron Loborec is Chief Executive Officer of Data Watts Partners Inc and Managing Partner of Agilitas Advisory. Ron is a Patron and board member of the C.D. Howe Energy Council. He was a senior partner at Deloitte for 16 years, where he led the energy and resources division of Deloitte Canada and Australia. He has delivered hundreds of engagements in both hemispheres across all of Agilitas core services. Ron has also provided expert courts testimony on energy matters. Ron has degrees in Law and Economics, an MBA and Executive Courses in Agility (Harvard), Design Thinking (Stanford and Berkeley) and Digital Strategy (MIT).
MODERATOR
Jason Lemme
Jason Lemme is Assistant Treasurer of the Energy Forum Advisory Board. He is a Managing Director at Hartree Partners LP and sits on the company’s Executive Committee. Mr. Lemme has served in various roles in trading, origination and investment since joining the company in 2002. He graduated with a B.A. Economics (summa cum laude) from Rutgers University and earned a M.Sc. Global Market Economics from the London School of Economics.
PROGRAM
5:00 - 5:30 PM: Registration
5:30 - 7:00 PM: Presentation and Discussion
7:00 - 7:30 PM: Reception
COST
Registration is required for all attendees. An admission fee is required for in-person attendees as listed below:
$40.00 for General Admission
$10.00 for Academic/Military
$0.00 for Energy Forum Sponsors
$0.00 for Paid Subscribers
QUESTIONS
We would be pleased to answer any questions you might have about the New York Energy Forum or about this session. Please contact executivedirector@nyenergyforum.org.