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North American LNG — A global discussion

February 18, 2026, 11:00 am ET.

Clark Williams-Derry and Ana Maria Jaller-Makarewicz and Sam Reynolds

Clark Williams-Derry

Clark Williams-Derry focuses on the finances of North America’s oil and gas industry. His areas of expertise include: North American liquefied natural gas (LNG) export projects; global LNG market trends; the long-term financial performance of North American oil & gas companies, particularly fracking-focused enterprises; and financial issues related to the cleanup of oil and gas infrastructure.

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Ana Maria Jaller-Makarewicz

Ana Maria Jaller-Makarewicz is the Lead Energy Analyst for IEEFA’s Europe team. Her research focuses on topics related to gas and LNG, as well as other relevant European energy issues.

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Sam Reynolds

Sam Reynolds is a Research Lead at the Institute for Energy Economics and Financial Analysis (IEEFA), where he analyzes the economic, financial, and climate implications of Asia’s energy transition.

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