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Energy Perspective: Permian Gas Grows Up with Golden Pass LNG, Juniper Capital, and Kinetik
05/12/2025
Energy Perspective: Permian Gas Grows Up with Golden Pass LNG, Juniper Capital, and Kinetik
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 include Jeff Hammad, Chief Commercial Officer at Golden Pass LNG, Kris Kindrick, SVP Commercial at Kinetik, and Josh Schmidt, Partner & COO at 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/
/episode/index/show/energydialogues/id/36509780
