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Supply chains, helium security, and what next for US LNG exports?
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In this episode of The 1895, we look at supply chains, helium security, and US LNG exports. We start with a look at the impact of geopolitical issues on the industry. We then look at the vulnerability of supply chains and the lessons learned from the COVID-19 pandemic. We explore the fragility of supply chains in the helium industry, along with the recent sale of federal helium assets. The episode also covers the pause on LNG export permits in the US with Sam Reynolds, Research Lead of LNG in Asia, for The Institute for Energy Economics and Financial Analysis (IEEFA).
00:00 - Introduction
01:15 - The Impact of Globalization on Supply Chains
03:08 - Vulnerability of Key Trade Lanes
07:17 - Lessons Learned from COVID-19 and Just-in-Time Supply Chains
16:35 - The Sale of Federal Helium Assets
20:06 - The Pause on LNG Export Permits in the US
39:34 - Barclays' Decision to Stop Financing Upstream Oil and Gas Expansion
45:41 - Outro
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