In this episode of the Energy Perspectives Podcast, recorded on-site at the 2024 Permian Energy Dialogues, senior leaders from Golden Pass LNG, Kinetik, and Juniper Capital unpack the market forces reshaping the role of Permian gas on the global stage.

Josh Schmidt, Kris Kindrick, and Jeff Hammad join Energy Dialogues for a pragmatic conversation on how rapid production growth, takeaway constraints, and rising nitrogen levels are colliding with long-term investment caution and global LNG demand.

From 70+ days of negative Waha pricing to pipeline projects avoiding FERC oversight, the discussion reveals how technical realities and regulatory dynamics are shaping U.S. gas strategy - and what it will take to deliver more energy with fewer emissions.

Featured Guests:

• Jeff Hammad, Chief Commercial Officer, Golden Pass LNG

• Kris Kindrick, SVP Commercial, Kinetik

• Josh Schmidt, Partner & COO, Juniper Capital

Key themes include:

• Structural imbalance behind Waha price volatility

• Permitting delays and investor reluctance to commit to long-term FIDs

• Strategic routing to stay within Texas jurisdiction

• Gas quality and nitrogen impacts on LNG compatibility

• How midstream players are adapting to a globally relevant Permian

To learn more or register for the 2025 Permian Energy Dialogues in Austin (September 16–17), visit: https://energy-dialogues.com/ped/

On this episode of the Energy Perspectives Podcast, Former U.S. Secretary of Energy Dan Brouillette sits down with EQT President and CEO Toby Rice and Williams President and CEO Alan Armstrong to discuss the importance of U.S. natural gas. The conversation focuses on how an unpredictable regulatory environment, coupled with stalled pipeline projects, has increased the cost of gas, ultimately impacting consumers across the country. With the U.S. leading in global emission reductions, Rice and Armstrong emphasize how natural gas will continue to play a huge role as we work towards building a cleaner, affordable, and more reliable energy supply.

To register for the Carbon Solutions Forum, visit www.energy-dialogues.com/csf.