EQT LNG deal, MA offshore wind, Norway's export dilemma, Shell cancels SAF project | BDE 09.05.25

Norway’s energy playbook has basically turned the country into Europe’s oversized extension cord, but the trade-offs are starting to sting at home. Kirk, Chuck, and Mark get into how Norway’s hydro power and subsea cables made it a powerhouse exporter while leaving its own citizens facing higher electricity bills. They call out how exports are essentially propping up bad energy bets from countries like Germany and the UK, then draw some sharp parallels back to U.S. policy, think EQT’s LNG push and the roadblocks baked into regulation. Along the way, they touch on offshore wind, sustainable aviation fuel, and the bigger picture of global energy dynamics, raising the question: how do you balance smart economics with keeping the lights on at home?

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Click here to view the episode transcript.

00:00 - Intro
03:11 - EQT LNG Deal with NextDecade
10:42 - US Government Involvement in LNG
14:37 - Norway Energy Developments
22:07 - Shell SAF Plant in Rotterdam
24:30 - Exxon European Petrochemical Investments
27:45 - Economic Feasibility of Sustainable Aviation Fuel

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