From Disruption to Advantage: The Power of Interconnection
No single factor defines today’s energy reality. Supply security is driven as much by geopolitical conflict and sanctions as by climate policy and technological breakthroughs. LNG, once niche, now
acts as both a geopolitical buffer and a key enabler of renewables integration. Meanwhile, grid infrastructure supports everything from AI-powered data centers to resilient local communities.
Across continents, boardroom decisions – whether around reshoring of manufacturing in North
America, expanding SSNG in Africa and Asia, or modernizing Europe’s transmission systems – are
deeply interconnected. Each touchpoint serves as a vital node in a rapidly evolving global energy
ecosystem.
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Author: Ally Kirk, Director, Industrials Consulting, GlobalData
A 60% surge in LNG demand forecasted by 2040
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