Registration & Welcome Coffee

Masterclass A: What are the Long-Term Prospects for LNG?

• The global LNG market in 2020 and 2021
• How has energy transition affected LNG supply, demand and trading?
• What can we expect for LNG supply, demand and prices in 2022?
• FIDs on new liquefaction capacity in 2021 and outlook for 2022
• Forecast LNG supply and demand 2022 to 2035
• How much new liquefaction capacity in the 2020s and how much will be built?
• The outlook for LNG demand in established markets
• Which countries will start to import LNG and how much LNG will they need?
• How are LNG trade flows changing and what is the outlook for short term trading?

Masterclass B AM: Energy Transition and Implications for LNG Markets, Contracts, Pricing & Disputes

• GHG footprint of leading natural gas and LNG supply chains
• Impact of methane emissions on GHG footprints
• GHG emissions and supply competition
• Energy security and policy scenarios for GHG mitigation (e.g. regulation, taxation and/or price incentives)
• Implications for international trade of natural gas and LNG
• Methane abatement costs and benefits
• Strategic options and implications for LNG suppliers/sellers and consumers/buyers

Morning Networking Coffee Break

Venue: UpperGround Floor (UG), in front of Ulysses Room

Networking Lunch

Venue: Aristotle Room

Masterclass B PM: The Evolving Role of LNG Import Projects

• Market overview – rapid increase in new terminals
• Project structures
• Anatomy of a Terminal Use Agreement
• Multi-user terminal considerations – including borrowing and lending
• Floating LNG import/FSRU projects
• Value-add services (reloading, trans-shipment, trucks, trains, bunkers and gas-up/cool-down)

Afternoon Networking Coffee Break

Venue: UpperGround Floor (UG), in front of Ulysses Room

End of Masterclasses

Registration & Welcome Breakfast

Chair’s Opening Remarks

Official Opening Address

Ministerial Opening Address

Opening Keynote Address

SESSION 1 – GLOBAL LNG STRATEGY PANEL DISCUSSION - Determining LNG’s Role Through To 2040: Key Disruptors & Their Consequences

Disruptors & their consequences for LNG

• COVID-19, energy transitions and the Russia-Ukraine crisis – A review of their current impacts on macro energy
• Different approaches from key players to balance their energy security and costs with their decarbonisation pledges
• The outlook for LNG demand and supply to 2040: What is changing temporarily and structurally?

Demand patterns

• The range of commitments from countries to include LNG as a sustainable transition fuel
• The changing focus of Europe from a market of last resort to a market of prime demand
• The EU Repower Initiative – how sustainable is EU LNG demand in the 2020s and beyond?
• What is the LNG demand outlook in China when it emerges from lockdowns?
• The vulnerability of price sensitive markets and new importers

Supply patterns

• Are 100Mtpa of new liquefaction FIDs feasible in the next 1-2 years?
• What are the limits to growth?

Commercial trends

• Are long-term contracts going to be the price to pay for supply security?
• The outlook for commoditisation and increasing volumes of spot trading – is that consistent with the current business environment?

Networking Coffee Break

SESSION 2 - Asia Pacific LNG Leaders’ Panel: Key Considerations For Asian LNG Demand Growth

The trilemma

• Achieving energy security, affordability and decarbonisation: What does this mean in the current business environment to Asian buyers?
• Could rapid decarbonisation policies lead to undermining energy security and possible lead to further GHG emissions?
• The challenge of increasing levels of “energy poverty” and a push towards coal, oil and nuclear. How much gas demand will be lost?

Addressing supply security whilst retaining flexibility

• The impact of sudden, new and strong demand competition from Europe
• How are Asian buyers responding to securing the LNG supply they firmly need?
  • The resurgence of long-term contracts
  • The value of operational flexibility in contracts
  • LNG pricing considerations and trends: oil indexation vs HH vs spot indexes
  • How can tradability and liquidity be improved to further optimise global supply and demand?

Networking Lunch

Mastering GHG Abatement During the Time of Energy Insecurity

SESSION 3 - Europe LNG Panel: Why LNG Is Key To Energy Security In The Region

The rationale

• Diversification from Russian gas and optimisation of logistics

The challenge to import and distribution infrastructure

• How much LNG import capacity exists and what is planned?
• Overcoming the lack of underground storage
• Distributing LNG imports to landlocked countries

Regional energy development

• Is now the time for East Mediterranean LNG development?
• How can the region access affordable and reliable energy within a decarbonisation agenda?

Networking Coffee Break

SESSION 4 - LNG Leaders’ Panel: Navigating A Path Through Disruptive Market Forces

The rollout of RepowerEU and its impact

• How is Europe adapting and what challenges lie ahead in terms of speed and scale of change?
• Sources of supply to Europe which can contribute to replacing Russian gas
• What is the Impact on other LNG importers?

Price volatility and liquidity

• Price volatility and liquidity issues to manage in LNG spot markets: what do we learn from 2022?
• How will behaviours change in managing supply portfolios in the future?

Supply response and decarbonisation initiatives

• Which supply projects are benefiting the most from growing European interest in LNG?
• Meeting the LNG supply cost challenge
• LNG technology initiatives to speed up development of liquefaction whilst keeping costs under control  

Close of Summit Day One

World LNG Annual Awards Evening Drinks Reception

Location: "Lighthouse" at Stavros Niarchos Foundation Cultural Center (SNFCC)

Address: Syggrou Avenue 364, 17674, Kallithea, Greece

Note: Coaches to depart from Grand Hyatt Athens - Conference Registration Area at 18:00 and
return at 22:00.

Welcome Coffee

Chair’s Opening Remarks

Keynote Address

Keynote Address

SESSION 5 LNG Shipping: How Quickly Can Capacity Be Increased to Meet Demand?

Global outlook

• Assessing capacity requirements for the 2020s and 2030s

Decarbonisation agenda

• What do the full range of new IMO regulations mean for LNG shipping availability and unit costs?
• How will the cost of increased environmental regulations on ships be shared?
• What is shipping’s future role in carbon capture and storage?
• How is the shipping sector addressing methane leakage?
• Is Bio-LNG a solution that will be adopted by the shipping sector?

Financing

• What changes in LNG shipping finance are expected in the future?

Networking Coffee Break

SESSION 6 – Accelerating LNG Import Infrastructure Build To Enhance Energy Security

The challenge

• FSRUs and land-based terminals: Outlook to 2025, 2030 and 2040
• LNG storage: How much is needed and how quickly can it be built?

Future proofing LNG terminals

• What does a futureproof LNG terminal look like?
• Innovative terminal services: reloading and break-bulk distribution; truck loading
• Adapting terminals for future imports of greener fuels like hydrogen and synthetic gas

Questions & Answers

Networking Lunch

SESSION 7 Evolving LNG Business Models for the 2020s: Risk And Reward Allocation & Balance

• Current approaches to structuring new LNG projects
• How are different contract models changing?
• How competitive are the different approaches being taken by LNG suppliers?
• Valuing optionality in contracts
• JV partnerships and cooperation agreements to pool supply
• The value of the LNG aggregator model
• Will European buyers return to signing long-term contracts?
• How can projects remain feasible amid soaring costs?

Networking Coffee Break

SESSION 8 How Is The Industry Innovating To Decarbonise The LNG & Gas Supply Chain?

• Overview of carbon markets and the role of carbon pricing in the energy transition  
• Voluntary Carbon Markets: What are the challenges to scaling up the market?
• MRV: How are producers showing the transparency of what they are doing?
• Technology and low carbon solutions: How is the industry innovating to stay relevant? 
• Understanding the value, rigour and methodology of the different carbon credits 
• Will carbon tags on cargoes be important in the future? 
• Will LNG buyers be willing to pay a premium?
• How does LNG fit with CCS in the future? 
• Can Bio-LNG be scaled to accelerate decarbonisation targets?
• What does the LNG industry need to do to provide low GHG footprint LNG to global markets?                  
• MRV Standards
• LNG GHG Certification
• Abatement and Offsets
• Contracting strategies          

Close of Summit Day Two

Welcome Coffee

Chair’s Opening Remarks

SESSION 9 LNG Financing Panel: How Will Investors Balance Increased Natural Gas Demand & ESG Commitments?

• What do investors consider to be appropriate ESG commitments in light of the energy crisis triggered by the Russia-Ukraine War?
• Will the inclusion of gas in the EU’s taxonomy impact LNG financing going forward?
• Is there more financing available now that LNG is seen by governments as key to energy security?
• What do investors consider to be bankable?
• How have financing trends changed since the Russia-Ukraine War?
• Different approaches to financing from host governments, the majors and the private asset developers
• Mitigating the carbon footprint along the value chain to guarantee financing
• Will lenders get the signal needed from governments to have confidence to invest?

Networking Coffee Break

SESSION 10: Meeting Growing Demand Through New Applications for LNG

LNG as a marine fuel
• LNG bunkering and transportation: what is the demand outlook for LNG bunkering to 2025, 2030
• What will be impact of the new IMO regulations on bunkering?
• What are the differing factors in dual fuel of ammonia and dual fuel of LNG?

Truck loading
• Is truck loading the solution to get LNG to markets quicker?

BioLNG
• Is Bio-LNG a solution that will be adopted for industrial use?

SESSION 11 - Hydrogen Spotlight Panel: How Does The Emerging Hydrogen Economy Impact LNG?

• What is the role of hydrogen in the future energy mix in Europe if the net zero targets are met?
• What forms of hydrogen will be suitable? Which markets will want what kind?
• The role of Greece and SE Europe in facilitating and implementing EU’s Hydrogen’s ambitions
• How can the region become a Hydrogen hub?
• Cost competitiveness of renewables and low carbon Hydrogen – outlook and future

Questions & Answers

Chair’s Closing Remarks

Networking Lunch

Revithoussa LNG Terminal Visit

The Revithoussa LNG Terminal is located on the islet of Revithoussa, in the Gulf of Pachi in Megara, 45 km west of Athens. With a storage capacity of 225,000 m3 LNG and a regasification capacity of 1,250 m3/h as a Sustained Maximum Send out Rate, the Terminal is an important energy asset for Greece, providing security of energy supply, operational flexibility in the transmission system and increased capability to meet peak gas demand.

* for pre-registered site visit attendees only. Contact us to secure your place!

Buses depart from the Grand Hyatt Athens

Guided tour of Revithoussa LNG Terminal