Houston Producers Forum & Anatol Feygin

Monday, April 27, 2026

Mr. Feygin, of Cheniere Energy, shared with us valuable perspectives at the Petroleum Club of Houston, offering a clear view into the current state and future of the gas markets, seeing from his perspective. I am high lining here a key trends of the gas flow challenges, and more challenges that professionals can use as the guiding hand book.

Despite the war in Ukraine, and our lack of political and military strategy and will, Europa is doing still good. Still, the German strong economy, and Polish strong economical advance, backed up with a major military build up in Poland, are laying solid fundamentals that are preparing us for high possibility of the global war, that started when Russian invaded Ukraina in February of 2022.

What I am observing and learning from Europa, and what our government is feeding us with simply is not adding up to show any form of strategic plans being employed either in Ukraina and Iran wars. Doesn’t require a lot of conscious view, things will take a deeper nose dive, and that will affect negatively the subject of gas markets, and oil market for that matter, are simply sabotage by our government and politicians.

When I observed Anatol’s bringing up the projections 10 year into the future, and look back on the gas market, will the Cheniere plans balance very variables fluxes of the economy nose diving due to constant American warring for host(s) of reason?. If there is not enough reason(s) to start another war, we will create any condition of whatever it will take to drop few bombs here and there.

As Anatol said, “...not all years are equal...” say, that the case, how it will bottom bounce to the peak, and what it would take to witness such improvement, despite of global wars are unfolding?

How company like Cheniere Energy, and host of others across the global market, can even write a sound strategy, when unpredictable is growing out of logical conclusion of any strategic plan that would align it self with the warring plans our government is throwing us into it, where there is no feasible strategy.

Quite frankly, Trump has the same strategy in winning war with Iran, as Putin has strategy to win war with Ukraine. All good except, what strategy Trump had for the Iranian geographical layout? If Trump would have any clue about Iranian topography, understanding War Principals, there would not be a single bomb dropped on Iran. Russia will not win the war against Ukraine. U.S. will not win the war against Iran. Physically impossible.

The war on Iran triggered Qatar nose dive that influence economy and gas production. The entire oil and gas flow should be observed on East and West side of Saudi Arabia land. There is a little straight that separates Africa and Saudi Arabia, that is blocked as Hormuz is blocked. UAE and Kuwait are in bed place as well. Under current scenario leave only two countries that can, and eventually will fill in the current energy hurdle. United States and Russia.

Now, taking these all circumstances, and take a sobber look at what is happening, Cheniere should then prepare for kosmik size Due Diligence and write in this accord, Strategic Plan.

What could be solutions to some Cheniere restrains, not visibly too much yet?

Anatol asserted, “...invisible hand in China?...”