Conference Agenda

09:00 09:30

Registration & Welcome Coffee

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IconTuesday 30 November 2021

Icon09:00 - 09:30

Registration & Welcome Coffee

09:30 11:00

Masterclass A Begins

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 Leader:

Andy Flower

Independent Consultant

Flower LNG

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IconTuesday 30 November 2021

Icon09:30 - 11:00

Masterclass A Begins

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 Leader:

Andy Flower

Independent Consultant, Flower LNG

09:30 11:00

AM Masterclass B Begins

AM: Energy Transition and Implications for LNG Markets, Contracts, Pricing & Disputes
Led by: BRG Energy

  • GHG footprint for natural gas and LNG supply chains
  • Policy scenarios for GHG mitigation (e.g. regulation , taxation
    and/or price incentives)
  • Implications for international pricing and trade of natural gas
    and LNG
  • Implications for price reviews and other international dispute
    resolution
  • Strategic priorities and options for LNG suppliers /sellers and
    consumers /buyers
Led by:
Masterclass Leaders:

Christopher Goncalves

Chair & Managing Director

BRG Energy & Climate

Athanasia Arapogianni

Associate Director

BRG Energy & Climate

Joanna Martin Ziegenfuss

Associate Director

BRG Energy & Climate

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IconTuesday 30 November 2021

Icon09:30 - 11:00

AM Masterclass B Begins

AM: Energy Transition and Implications for LNG Markets, Contracts, Pricing & Disputes
Led by: BRG Energy

  • GHG footprint for natural gas and LNG supply chains
  • Policy scenarios for GHG mitigation (e.g. regulation , taxation
    and/or price incentives)
  • Implications for international pricing and trade of natural gas
    and LNG
  • Implications for price reviews and other international dispute
    resolution
  • Strategic priorities and options for LNG suppliers /sellers and
    consumers /buyers

Led by:

BRG

Masterclass Leaders:

Christopher Goncalves

Chair & Managing Director, BRG Energy & Climate

Athanasia Arapogianni

Associate Director, BRG Energy & Climate

Joanna Martin Ziegenfuss

Associate Director, BRG Energy & Climate

13:00 14:00

Networking Lunch

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IconTuesday 30 November 2021

Icon13:00 - 14:00

Networking Lunch

14:00 15:30

Masterclass A Resumes

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 Leader:

Andy Flower

Independent Consultant

Flower LNG

Back

IconTuesday 30 November 2021

Icon14:00 - 15:30

Masterclass A Resumes

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 Leader:

Andy Flower

Independent Consultant, Flower LNG

14:00 15:30

PM Masterclass B Begins

PM: LNG Contracting: Staying Competitive in an ESG Future

ESG and LNG:

  • Lower carbon and carbon neutral LNG
  • Emissions Trading Schemes and Carbon Taxes
  • Carbon neutral pledges impacts on an LNG business

LNG Marketing Norms:

  • A return to ex ship marketing?
  • Destination and source flexibility; and
  • Marketing in a post COVID economy
Led by:
Masterclass Leaders:

Thomas Holmberg

Partner

Baker Botts L.L.P.

Rob Butler

Partner

Baker Botts L.L.P.

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IconTuesday 30 November 2021

Icon14:00 - 15:30

PM Masterclass B Begins

PM: LNG Contracting: Staying Competitive in an ESG Future

ESG and LNG:

  • Lower carbon and carbon neutral LNG
  • Emissions Trading Schemes and Carbon Taxes
  • Carbon neutral pledges impacts on an LNG business

LNG Marketing Norms:

  • A return to ex ship marketing?
  • Destination and source flexibility; and
  • Marketing in a post COVID economy

Led by:

Baker Botts

Masterclass Leaders:

Thomas Holmberg

Partner, Baker Botts L.L.P.

Rob Butler

Partner, Baker Botts L.L.P.

17:30 17:30

End of Pre-Summit Masterclasses

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IconTuesday 30 November 2021

Icon17:30 - 17:30

End of Pre-Summit Masterclasses

18:00 20:00

Pre-Registration & Welcome Drinks Reception

Hosted by:
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IconTuesday 30 November 2021

Icon18:00 - 20:00

Pre-Registration & Welcome Drinks Reception

Hosted by:

Tellurian

14:00 14:00

CLEAN LNG TRADERS’ FORUM

In collaboration with:
Co-Hosted By
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IconTuesday 30 November 2021

Icon14:00 - 14:00

CLEAN LNG TRADERS’ FORUM

In collaboration with:

Emstream

Co-Hosted By

Pavilion Energy

RWE

14:00 14:05

Chair’s Opening Remarks

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IconTuesday 30 November 2021

Icon14:00 - 14:05

Chair’s Opening Remarks

14:05 14:10

Welcome Address

Speaker:

Melissa Lindsay

Founder

Emstream & Emsurge

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IconTuesday 30 November 2021

Icon14:05 - 14:10

Welcome Address

Speaker:

Melissa Lindsay

Founder, Emstream & Emsurge

14:10 15:00

Session 1 - Ambition: Trade Cleaner

What is ‘carbon neutral’ LNG?
• What should companies do to protect themselves from greenwashing claims?
• How do voluntary carbon offsets work?
• Who should and who is paying for carbon offsets?
• Getting Measurement, Verification & Reporting right
• Implications of COP26 and a changing regulatory landscape

Confirmed Speakers:

Vincent Demoury

General Delegate

International Group of Liquefied Natural Gas Importers (GIIGNL)

Stewart Macfarlane

Senior Greenfield LNG Originator

bp

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IconTuesday 30 November 2021

Icon14:10 - 15:00

Session 1 - Ambition: Trade Cleaner

What is ‘carbon neutral’ LNG?
• What should companies do to protect themselves from greenwashing claims?
• How do voluntary carbon offsets work?
• Who should and who is paying for carbon offsets?
• Getting Measurement, Verification & Reporting right
• Implications of COP26 and a changing regulatory landscape

Confirmed Speakers:

Vincent Demoury

General Delegate, International Group of Liquefied Natural Gas Importers (GIIGNL)

Stewart Macfarlane

Senior Greenfield LNG Originator, bp

15:00 16:00

Session 2 – Implementation: How To Scale Clean LNG

Carbon neutral LNG trades done to date - what can be done better?
• How do we scale the carbon neutral market without hampering market liquidity?
• Are industry baselines attainable?
• Would the carbon neutral trades done to date hold up to the standards being worked on for
the future?
• GHG certification – something else to trade?

Speakers:

Paul Maley

Head of LNG Supply & Origination

RWE Supply & Trading

Andrew Howard

Senior Director, Climate Finance and Markets

VERRA

Melissa Lindsay

Founder

Emstream & Emsurge

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IconTuesday 30 November 2021

Icon15:00 - 16:00

Session 2 – Implementation: How To Scale Clean LNG

Carbon neutral LNG trades done to date - what can be done better?
• How do we scale the carbon neutral market without hampering market liquidity?
• Are industry baselines attainable?
• Would the carbon neutral trades done to date hold up to the standards being worked on for
the future?
• GHG certification – something else to trade?

Speakers:

Paul Maley

Head of LNG Supply & Origination, RWE Supply & Trading

Andrew Howard

Senior Director, Climate Finance and Markets, VERRA

Melissa Lindsay

Founder, Emstream & Emsurge

16:00 00:00

Session 3 – Acceleration: Reaching Net Zero Faster

Roundtables: Join your colleagues to discuss the key issues around trading carbon neutral LNG over a
drink. Topics to include:
1. What is the emerging industry consensus on offsets?
2. Who should and who is paying for the transition to low carbon gas?
3. How do we avoid destroying liquidity and margins in LNG trading?
4. What technology is emerging for tracking and trading carbon neutral products?

Back

IconTuesday 30 November 2021

Icon16:00 - 00:00

Session 3 – Acceleration: Reaching Net Zero Faster

Roundtables: Join your colleagues to discuss the key issues around trading carbon neutral LNG over a
drink. Topics to include:
1. What is the emerging industry consensus on offsets?
2. Who should and who is paying for the transition to low carbon gas?
3. How do we avoid destroying liquidity and margins in LNG trading?
4. What technology is emerging for tracking and trading carbon neutral products?

18:00 20:00

Pre-Registration & Welcome Drinks Reception

*Open to attendees of the Clean LNG Traders’ Forum and the World LNG Summit & Awards

Hosted by:
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IconTuesday 30 November 2021

Icon18:00 - 20:00

Pre-Registration & Welcome Drinks Reception

*Open to attendees of the Clean LNG Traders’ Forum and the World LNG Summit & Awards

Hosted by:

Tellurian

08:00 09:00

Registration & Welcome Breakfast

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IconWednesday 01 December 2021

Icon08:00 - 09:00

Registration & Welcome Breakfast

09:00 09:15

Chair’s Opening Remarks

Pat Roberts

Managing Director

LNG-Worldwide Ltd

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IconWednesday 01 December 2021

Icon09:00 - 09:15

Chair’s Opening Remarks

Pat Roberts

Managing Director, LNG-Worldwide Ltd

09:15 09:30

Opening Keynote Address

Speaker:

Cristian Signoretto

Director Global Gas & LNG Portfolio and Deputy General Director for Natural Resources

Eni

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IconWednesday 01 December 2021

Icon09:15 - 09:30

Opening Keynote Address

Speaker:

Cristian Signoretto

Director Global Gas & LNG Portfolio and Deputy General Director for Natural Resources, Eni

09:30 11:00

SESSION 1 – GLOBAL LNG STRATEGY PANEL DISCUSSION – Defining The New Direction For LNG: The Drive For Decarbonisation In The Global LNG Business

Avoiding, Reducing and Offsetting GHG emissions in the LNG supply chains

• Key COP26 outcomes and what they mean for global gas and LNG
• Looking ahead, what’s needed to ensure the sustainability of LNG?
• The drive to decarbonise the LNG supply chain – what’s happening ?
• Key targets: displacement of coal, complementarity with renewables
• LNG’s role with respect to hydrogen development over the next ten years


Reshaping global LNG in the 2020s - Defining the new direction for LNG

• Key learnings from COVID-19 – and the acceleration of Energy Transitions
• Realities of the “new” world – what is likely to change as regards sellers and buyers’ attitudes to LNG contracting and pricing and what stays the same?
• Reviewing the current global supply/demand outlook to 2030
• When will demand growth require more FIDs of liquefaction capacity?
• New supply options: who are the frontrunners?

Moderator:

Pat Roberts

Managing Director

LNG-Worldwide Ltd

Speakers:

Steve Hill

Executive Vice President

Shell Energy

Jonty Shepard

VP of Global LNG Trading & Origination

bp

Eric Bensaude

Managing Director, Commercial Operations & Asset Optimisation

Cheniere Marketing

Tom Earl

Chief Commercial Officer

Venture Global LNG

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IconWednesday 01 December 2021

Icon09:30 - 11:00

SESSION 1 – GLOBAL LNG STRATEGY PANEL DISCUSSION – Defining The New Direction For LNG: The Drive For Decarbonisation In The Global LNG Business

Avoiding, Reducing and Offsetting GHG emissions in the LNG supply chains

• Key COP26 outcomes and what they mean for global gas and LNG
• Looking ahead, what’s needed to ensure the sustainability of LNG?
• The drive to decarbonise the LNG supply chain – what’s happening ?
• Key targets: displacement of coal, complementarity with renewables
• LNG’s role with respect to hydrogen development over the next ten years


Reshaping global LNG in the 2020s - Defining the new direction for LNG

• Key learnings from COVID-19 – and the acceleration of Energy Transitions
• Realities of the “new” world – what is likely to change as regards sellers and buyers’ attitudes to LNG contracting and pricing and what stays the same?
• Reviewing the current global supply/demand outlook to 2030
• When will demand growth require more FIDs of liquefaction capacity?
• New supply options: who are the frontrunners?

Moderator:

Pat Roberts

Managing Director, LNG-Worldwide Ltd

Speakers:

Steve Hill

Executive Vice President, Shell Energy

Jonty Shepard

VP of Global LNG Trading & Origination, bp

Eric Bensaude

Managing Director, Commercial Operations & Asset Optimisation, Cheniere Marketing

Tom Earl

Chief Commercial Officer, Venture Global LNG

11:00 11:30

Networking Coffee Break

Hosted by:
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IconWednesday 01 December 2021

Icon11:00 - 11:30

Networking Coffee Break

Hosted by:

BP

11:30 13:00

SESSION 2 - Asia Pacific LNG Leaders’ Panel: Redefining LNG’s Role In The Asia Pacific LNG Markets Amidst Energy Transition

• Keeping LNG relevant: the outlook for demand throughout Asian Pacific markets
• Are we seeing a two-speed approach towards decarbonisation in the region?
• New trends in adapting and adopting LNG

o The push against coal and nuclear – individual government initiatives
o The push for LNG to complement renewables

• Carbon Neutral LNG:

o Current initiatives to promote LNG and actively market it
o Who actually pays for carbon neutral LNG and is there are an acceptance to absorb higher supply costs?

Moderator:

Martin Houston

Vice Chairman

Tellurian

Speakers:

Kunio Nohata

Representative Director, Executive Vice President

Tokyo Gas Co., Ltd

Akshay Kumar Singh

MD & CEO

Petronet LNG Limited

Jane Liao

Vice President

CPC Corporation Taiwan

Hiroki Sato

Executive Officer, Corporate Planning & Strategy Division

Chubu Electric Power Co., Inc.

Seah Cyn Yi

Global Head of Trading, Shipping & Operations

Pavilion Energy

Back

IconWednesday 01 December 2021

Icon11:30 - 13:00

SESSION 2 - Asia Pacific LNG Leaders’ Panel: Redefining LNG’s Role In The Asia Pacific LNG Markets Amidst Energy Transition

• Keeping LNG relevant: the outlook for demand throughout Asian Pacific markets
• Are we seeing a two-speed approach towards decarbonisation in the region?
• New trends in adapting and adopting LNG

o The push against coal and nuclear – individual government initiatives
o The push for LNG to complement renewables

• Carbon Neutral LNG:

o Current initiatives to promote LNG and actively market it
o Who actually pays for carbon neutral LNG and is there are an acceptance to absorb higher supply costs?

Moderator:

Martin Houston

Vice Chairman, Tellurian

Speakers:

Kunio Nohata

Representative Director, Executive Vice President, Tokyo Gas Co., Ltd

Akshay Kumar Singh

MD & CEO, Petronet LNG Limited

Jane Liao

Vice President, CPC Corporation Taiwan

Hiroki Sato

Executive Officer, Corporate Planning & Strategy Division, Chubu Electric Power Co., Inc.

Seah Cyn Yi

Global Head of Trading, Shipping & Operations, Pavilion Energy

13:00 14:00

Networking Lunch

Hosted by:
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IconWednesday 01 December 2021

Icon13:00 - 14:00

Networking Lunch

Hosted by:

Venture Global LNG

14:00 14:30

Spotlight On China LNG & Gas: Will China Continue To Lead LNG Demand Recovery In A Post-COVID Era?

  • China is increasing its gas production to reduce dependence on imports, how will LNG compete with domestic production and imported pipeline gas? Is it just about pricing?
  • What are the most important commercial features of LNG to Chinese buyers
  • What are the latest trends in China’s LNG contracting? (volumes, duration, pricing indexation, equity investor/ direct buyer)
Speakers:

Michal Meidan

Director, Gas Research Programme & Director, China Energy Programme

The Oxford Institute for Energy Studies

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IconWednesday 01 December 2021

Icon14:00 - 14:30

Spotlight On China LNG & Gas: Will China Continue To Lead LNG Demand Recovery In A Post-COVID Era?

  • China is increasing its gas production to reduce dependence on imports, how will LNG compete with domestic production and imported pipeline gas? Is it just about pricing?
  • What are the most important commercial features of LNG to Chinese buyers
  • What are the latest trends in China’s LNG contracting? (volumes, duration, pricing indexation, equity investor/ direct buyer)

Speakers:

Michal Meidan

Director, Gas Research Programme & Director, China Energy Programme, The Oxford Institute for Energy Studies

14:30 15:45

SESSION 3 - Sustainability In LNG: Offsetting LNG’s Carbon Footprint

Offsets: Is carbon neutral LNG poised to grow quickly globally?

• Developments in acceptable Measurement, Reporting and Validation standards

o How quickly can we get to an agreed industry standard and implement it?

Commercial trends from LNG buyers and suppliers

• What are the consequences of carbon neutral LNG in terms of cost and market liquidity?
• Will carbon neutral LNG become part of the quality spec for all LNG?
• How much carbon neutral LNG do we expect to be traded by 2025, 2030?
• Where do we see the most activity developing?

Moderator:

Anita Odedra

Executive Director

Amphitrite Ltd

Speakers:

Javier Moret

GLobal Head of LNG

RWE Supply & Trading

Christopher Goncalves

Chair & Managing Director

BRG Energy & Climate

Vincent Demoury

General Delegate

International Group of Liquefied Natural Gas Importers (GIIGNL)

Georges Tijbosch

Senior Adviser

MiQ

Back

IconWednesday 01 December 2021

Icon14:30 - 15:45

SESSION 3 - Sustainability In LNG: Offsetting LNG’s Carbon Footprint

Offsets: Is carbon neutral LNG poised to grow quickly globally?

• Developments in acceptable Measurement, Reporting and Validation standards

o How quickly can we get to an agreed industry standard and implement it?

Commercial trends from LNG buyers and suppliers

• What are the consequences of carbon neutral LNG in terms of cost and market liquidity?
• Will carbon neutral LNG become part of the quality spec for all LNG?
• How much carbon neutral LNG do we expect to be traded by 2025, 2030?
• Where do we see the most activity developing?

Moderator:

Anita Odedra

Executive Director, Amphitrite Ltd

Speakers:

Javier Moret

GLobal Head of LNG, RWE Supply & Trading

Christopher Goncalves

Chair & Managing Director, BRG Energy & Climate

Vincent Demoury

General Delegate, International Group of Liquefied Natural Gas Importers (GIIGNL)

Georges Tijbosch

Senior Adviser, MiQ

15:45 16:15

Networking Coffee Break

Hosted by:
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IconWednesday 01 December 2021

Icon15:45 - 16:15

Networking Coffee Break

Hosted by:

BP

16:15 17:30

SESSION 4 - WORLD LNG LEADERS’ PANEL: Evolving Commercial Models To Promote LNG In A Decarbonising World

• How will new liquefaction and regas projects adapt to a decarbonising world?
• How are LNG players avoiding and reducing GHG emissions in the LNG supply chain?
• The roles of NOCs, IECs and buyers – are they coherent?
• Developments and new trends in prospective liquefaction projects

o Key sponsors’ attitudes towards investments
o Financing trends and ESG considerations

• New LNG contracting strategies: will the consequences of the energy transition push buyers to shorter term contracts and more operational flexibility?
• Pricing: what is emerging as the preferred indexation from the perspective of key LNG buyers and sellers?
• Has the experience of COVID-19 and winter price spikes changed the way we will price LNG and manage stocks?
• Is hydrogen a friend or foe of the LNG industry?

Moderator:

Jason Bennett

Partner, Department Chair – Global Projects

Baker Botts L.L.P.

Speakers:

Octávio Simões

President and CEO

Tellurian

Philip Mshelbila

Managing Director & Chief Executive Officer

Nigeria LNG Limited

Patrick Dugas

Vice President LNG Trading

TotalEnergies Gas & Power Limited

Martin Hupka

Chief Commercial Officer

Sempra LNG

Pablo Galante Escobar

Global Head of LNG and EMEA Gas & Power

Vitol

Back

IconWednesday 01 December 2021

Icon16:15 - 17:30

SESSION 4 - WORLD LNG LEADERS’ PANEL: Evolving Commercial Models To Promote LNG In A Decarbonising World

• How will new liquefaction and regas projects adapt to a decarbonising world?
• How are LNG players avoiding and reducing GHG emissions in the LNG supply chain?
• The roles of NOCs, IECs and buyers – are they coherent?
• Developments and new trends in prospective liquefaction projects

o Key sponsors’ attitudes towards investments
o Financing trends and ESG considerations

• New LNG contracting strategies: will the consequences of the energy transition push buyers to shorter term contracts and more operational flexibility?
• Pricing: what is emerging as the preferred indexation from the perspective of key LNG buyers and sellers?
• Has the experience of COVID-19 and winter price spikes changed the way we will price LNG and manage stocks?
• Is hydrogen a friend or foe of the LNG industry?

Moderator:

Jason Bennett

Partner, Department Chair – Global Projects, Baker Botts L.L.P.

Speakers:

Octávio Simões

President and CEO, Tellurian

Philip Mshelbila

Managing Director & Chief Executive Officer, Nigeria LNG Limited

Patrick Dugas

Vice President LNG Trading, TotalEnergies Gas & Power Limited

Martin Hupka

Chief Commercial Officer, Sempra LNG

Pablo Galante Escobar

Global Head of LNG and EMEA Gas & Power, Vitol

17:30 17:30

Close of Summit Day One

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IconWednesday 01 December 2021

Icon17:30 - 17:30

Close of Summit Day One

18:30 19:30

CWC World LNG Annual Awards Evening

Hosted by:
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IconWednesday 01 December 2021

Icon18:30 - 19:30

CWC World LNG Annual Awards Evening

Hosted by:

Pavilion Energy

19:30 22:00

World LNG Awards Dinner

Co-Hosted by:
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IconWednesday 01 December 2021

Icon19:30 - 22:00

World LNG Awards Dinner

Co-Hosted by:

CHENIERE

08:15 08:45

Welcome Coffee

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IconThursday 02 December 2021

Icon08:15 - 08:45

Welcome Coffee

08:45 09:00

Chair’s Opening Remarks

Pat Roberts

Managing Director

LNG-Worldwide Ltd

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IconThursday 02 December 2021

Icon08:45 - 09:00

Chair’s Opening Remarks

Pat Roberts

Managing Director, LNG-Worldwide Ltd

09:00 09:30

Carbon Neutral LNG: The Best Case Scenario

Speaker:

Rob West

CEO & Lead Analyst

Thunder Said Energy

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IconThursday 02 December 2021

Icon09:00 - 09:30

Carbon Neutral LNG: The Best Case Scenario

Speaker:

Rob West

CEO & Lead Analyst, Thunder Said Energy

09:30 11:00

SESSION 5 Global LNG Demand Outlook: What Is Needed To Ensure A Sustainable, Demand-Driven Recovery?

The Asian regional outlook

  • The mature and the growth markets – what are their demand outlooks and what new trends should we expect in market and pricing developments?

The European regional outlook

  • Will LNG remain significant in Europe?
  • What are the new issues to manage throughout the 2020s?

The Americas, MENA and new African markets

  • What is the depth of demand in these markets?
  • How much growth will come from smaller buyers?

LNG bunkering and LNG for transportation

  • Will demand take off in the 2020s?
  • Where do we see the main growth areas regionally ?

How are contracts changing for buyers?

  • What’s new in contract terms?
  • What is flexibility worth nowadays?
Speakers:

Maria Rita Galli

CEO

DESFA

Hrvoje Krhen

Managing Director

LNG Croatia

Kwaku Boakye Adjei

Director

Tema LNG

Marcel Tijhuis

Senior Project Manager Business Development LNG

German LNG Terminal

Jason Feer

Head of Business Intelligence

Poten & Partners

Back

IconThursday 02 December 2021

Icon09:30 - 11:00

SESSION 5 Global LNG Demand Outlook: What Is Needed To Ensure A Sustainable, Demand-Driven Recovery?

The Asian regional outlook

  • The mature and the growth markets – what are their demand outlooks and what new trends should we expect in market and pricing developments?

The European regional outlook

  • Will LNG remain significant in Europe?
  • What are the new issues to manage throughout the 2020s?

The Americas, MENA and new African markets

  • What is the depth of demand in these markets?
  • How much growth will come from smaller buyers?

LNG bunkering and LNG for transportation

  • Will demand take off in the 2020s?
  • Where do we see the main growth areas regionally ?

How are contracts changing for buyers?

  • What’s new in contract terms?
  • What is flexibility worth nowadays?

Speakers:

Maria Rita Galli

CEO, DESFA

Hrvoje Krhen

Managing Director, LNG Croatia

Kwaku Boakye Adjei

Director, Tema LNG

Marcel Tijhuis

Senior Project Manager Business Development LNG, German LNG Terminal

Jason Feer

Head of Business Intelligence, Poten & Partners

11:00 11:30

Networking Coffee Break

Back

IconThursday 02 December 2021

Icon11:00 - 11:30

Networking Coffee Break

11:30 12:45

SESSION 6 – LNG TECHNOLOGY PIONEERS’ PANEL: Avoiding & Reducing GHG Emissions

Technology applications and latest developments

  • CCS/CCUS, new liquefaction designs and repurposing LNG plants to avoid and reduce GHGs
  • LNG shipping
  • Regasification

Technological innovation to control costs in the LNG supply chain

  • Spotlight on design and EPC delivery to ensure budgets and schedules are met?
    • Challenges to LSTK contracts
    • Is modular LNG challenging other designs?
    • Is FLNG still viable for some applications ?
Speakers:

Jill Evanko

CEO & President

Chart Industries, Inc.

Philippe Berterottière

CEO

GTT

Paul Sullivan

Senior Vice President Global LNG & FLNG

Worley

Back

IconThursday 02 December 2021

Icon11:30 - 12:45

SESSION 6 – LNG TECHNOLOGY PIONEERS’ PANEL: Avoiding & Reducing GHG Emissions

Technology applications and latest developments

  • CCS/CCUS, new liquefaction designs and repurposing LNG plants to avoid and reduce GHGs
  • LNG shipping
  • Regasification

Technological innovation to control costs in the LNG supply chain

  • Spotlight on design and EPC delivery to ensure budgets and schedules are met?
    • Challenges to LSTK contracts
    • Is modular LNG challenging other designs?
    • Is FLNG still viable for some applications ?

Speakers:

Jill Evanko

CEO & President, Chart Industries, Inc.

Philippe Berterottière

CEO, GTT

Paul Sullivan

Senior Vice President Global LNG & FLNG, Worley

12:45 14:00

Networking Lunch

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IconThursday 02 December 2021

Icon12:45 - 14:00

Networking Lunch

14:00 15:15

SESSION 7 PANEL DISCUSSION EUROPE LNG PANEL: Where Does Natural Gas Sit With The Energy Transition & EU Decarbonisation Pathways?

• The 2021 rise in TTF/NBP: short-term myth or medium-term trend?
• What is the pace of natural gas reduction or are we heading towards a natural gas supply squeeze in Europe? Is LNG a price taker in Northwest Europe?
• How serious will gas storage shortage be and how is this impacting LNG players in Europe?
• The acceleration of energy transitions and LNG’s role as a transition fuel in Europe - who is going to invest in natural gas infrastructure if longer term demand is disappearing?
• What are the prospect of carbon border taxation and what could the effect be on global LNG imports?

Moderator:

David Ledesma

Consultant, South-Court Ltd

Chairman, Natural Gas Programme, Oxford Institute for Energy Studies

Speakers:

Lukasz Lisicki

Directorate-General for Energy

European Commission

Giusi Squicciarini

Chair of the Wholesale Market Committee, Eurogas & General Manager Regulatory Affairs Europe & Africa, Shell

Eurogas & Shell

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IconThursday 02 December 2021

Icon14:00 - 15:15

SESSION 7 PANEL DISCUSSION EUROPE LNG PANEL: Where Does Natural Gas Sit With The Energy Transition & EU Decarbonisation Pathways?

• The 2021 rise in TTF/NBP: short-term myth or medium-term trend?
• What is the pace of natural gas reduction or are we heading towards a natural gas supply squeeze in Europe? Is LNG a price taker in Northwest Europe?
• How serious will gas storage shortage be and how is this impacting LNG players in Europe?
• The acceleration of energy transitions and LNG’s role as a transition fuel in Europe - who is going to invest in natural gas infrastructure if longer term demand is disappearing?
• What are the prospect of carbon border taxation and what could the effect be on global LNG imports?

Moderator:

David Ledesma

Consultant, South-Court Ltd , Chairman, Natural Gas Programme, Oxford Institute for Energy Studies

Speakers:

Lukasz Lisicki

Directorate-General for Energy, European Commission

Giusi Squicciarini

Chair of the Wholesale Market Committee, Eurogas & General Manager Regulatory Affairs Europe & Africa, Shell, Eurogas & Shell

15:15 15:45

Networking Coffee Break

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IconThursday 02 December 2021

Icon15:15 - 15:45

Networking Coffee Break

15:45 16:15

SESSION 8 Spotlight On China LNG & Gas: Will China Continue To Lead LNG Demand Recovery In A Post-COVID Era?

  • 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?
  • How can LNG industry evolve in the context of increased hydrogen demand? What synergies may exist between the two industries?
  • What effect will hydrogen demand have on LNG in various decarbonisation scenarios?
  • What will happen if green hydrogen becomes more cost-effective than blue?
Speakers:

Malcolm Rice

Manager, Business Development

ConocoPhillips

Omran Al-Kuwari

CEO

Qatar Foundation International

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IconThursday 02 December 2021

Icon15:45 - 16:15

SESSION 8 Spotlight On China LNG & Gas: Will China Continue To Lead LNG Demand Recovery In A Post-COVID Era?

  • 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?
  • How can LNG industry evolve in the context of increased hydrogen demand? What synergies may exist between the two industries?
  • What effect will hydrogen demand have on LNG in various decarbonisation scenarios?
  • What will happen if green hydrogen becomes more cost-effective than blue?

Speakers:

Malcolm Rice

Manager, Business Development, ConocoPhillips

Omran Al-Kuwari

CEO, Qatar Foundation International

16:15 17:30

SESSION 9 LNG Financing Panel: How To Ensure LNG Projects Are Bankable In An ESG Future?

• The challenge of financing a project to 2040 and beyond
• Have COVID-19 and the energy transition structurally changed investors views on assessing risks in new projects?
• Adaptive financing structures: Examples drawn from recent projects
• ESG considerations for investors: Material changes in attitudes towards LNG projects
• 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
• Are we headed to a different investment life cycle as contract terms get shorter?

Speaker:

Tarek Souki

EVP of LNG Marketing and Trading

Tellurian

Eduard Ruijs

Managing Director, Global Energy & Power Infrastructure Funds

BlackRock

Paul Eardley-Taylor

Oil & Gas, Southern Africa

Standard Bank

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IconThursday 02 December 2021

Icon16:15 - 17:30

SESSION 9 LNG Financing Panel: How To Ensure LNG Projects Are Bankable In An ESG Future?

• The challenge of financing a project to 2040 and beyond
• Have COVID-19 and the energy transition structurally changed investors views on assessing risks in new projects?
• Adaptive financing structures: Examples drawn from recent projects
• ESG considerations for investors: Material changes in attitudes towards LNG projects
• 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
• Are we headed to a different investment life cycle as contract terms get shorter?

Speaker:

Tarek Souki

EVP of LNG Marketing and Trading, Tellurian

Eduard Ruijs

Managing Director, Global Energy & Power Infrastructure Funds, BlackRock

Paul Eardley-Taylor

Oil & Gas, Southern Africa, Standard Bank

17:30 17:30

Close of Summit Day Two

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IconThursday 02 December 2021

Icon17:30 - 17:30

Close of Summit Day Two

18:30 20:30

Drinks Reception

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IconThursday 02 December 2021

Icon18:30 - 20:30

Drinks Reception

08:30 09:00

Welcome Coffee

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IconFriday 03 December 2021

Icon08:30 - 09:00

Welcome Coffee

09:00 09:15

Chair’s Opening Remarks

Pat Roberts

Managing Director

LNG-Worldwide Ltd

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IconFriday 03 December 2021

Icon09:00 - 09:15

Chair’s Opening Remarks

Pat Roberts

Managing Director, LNG-Worldwide Ltd

09:15 10:45

SESSION 10: PANEL DISCUSSION LNG Shipping Panel: Challenges For LNG Shipping In A Changing Environment

• The global fleet: Outlook on LNG shipping capacity and availability of shipping
• Criteria for investing in new capacity: Considerations such as design, fuel propulsion options, IMO and EEXI compliance
• Changes in the structure of LNG shipping companies as a result of recent M&A: Will this change the shipping business?
• Commercial considerations:

o Outlook for charter rates
o Progress of freight derivatives to manage market risk

• The projected demand growth in LNG bunkering and new considerations

o LNG facing competition from other fuels such as ammonia and hydrogen from costs and efficiency perspectives
o Electrification of shipping

Moderator:

Debbie Turner

Senior Broker, LNG

Howe Robinson Partners UK

Speakers:

Mark Jackson

Chief Executive Officer

The Baltic Exchange Ltd

Mark Terzopoulos

Commercial Director

Maran Gas Maritime

Mehmet Katmer

Business Development Director

Karpowership

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IconFriday 03 December 2021

Icon09:15 - 10:45

SESSION 10: PANEL DISCUSSION LNG Shipping Panel: Challenges For LNG Shipping In A Changing Environment

• The global fleet: Outlook on LNG shipping capacity and availability of shipping
• Criteria for investing in new capacity: Considerations such as design, fuel propulsion options, IMO and EEXI compliance
• Changes in the structure of LNG shipping companies as a result of recent M&A: Will this change the shipping business?
• Commercial considerations:

o Outlook for charter rates
o Progress of freight derivatives to manage market risk

• The projected demand growth in LNG bunkering and new considerations

o LNG facing competition from other fuels such as ammonia and hydrogen from costs and efficiency perspectives
o Electrification of shipping

Moderator:

Debbie Turner

Senior Broker, LNG, Howe Robinson Partners UK

Speakers:

Mark Jackson

Chief Executive Officer, The Baltic Exchange Ltd

Mark Terzopoulos

Commercial Director, Maran Gas Maritime

Mehmet Katmer

Business Development Director, Karpowership

10:45 11:00

Networking Coffee Break

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IconFriday 03 December 2021

Icon10:45 - 11:00

Networking Coffee Break

11:00 12:15

SESSION 11: PANEL DISCUSSION Assessing The Impacts Of The Growth In LNG Trading On The Global Business

• Growing commoditisation of the business: where are we heading?
• Has short-term LNG trading been able to respond effectively to sudden recent market spikes or troughs experienced lately?
• The impact on contracting and SPAs as many long-term contracts expire in the next few years
• Can the contracting of carbon neutral LNG be standardised to provide greater transparency and efficiency?
• Will oil-indexed pricing remain important or will spot market indices grow significantly?
• The use of risk management and new tools to manage volume and price risk
• Digitalisation of trading activities

Speakers:

Harry Huang

Head of Gas, Power & Derivatives Trading

PetroChina International

Elena Sidorochkina

Head of LNG

OMV Gas Marketing & Trading GmbH

Melissa Lindsay

Founder

Emstream & Emsurge

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IconFriday 03 December 2021

Icon11:00 - 12:15

SESSION 11: PANEL DISCUSSION Assessing The Impacts Of The Growth In LNG Trading On The Global Business

• Growing commoditisation of the business: where are we heading?
• Has short-term LNG trading been able to respond effectively to sudden recent market spikes or troughs experienced lately?
• The impact on contracting and SPAs as many long-term contracts expire in the next few years
• Can the contracting of carbon neutral LNG be standardised to provide greater transparency and efficiency?
• Will oil-indexed pricing remain important or will spot market indices grow significantly?
• The use of risk management and new tools to manage volume and price risk
• Digitalisation of trading activities

Speakers:

Harry Huang

Head of Gas, Power & Derivatives Trading, PetroChina International

Elena Sidorochkina

Head of LNG, OMV Gas Marketing & Trading GmbH

Melissa Lindsay

Founder, Emstream & Emsurge

12:15 12:30

Chair’s Closing Remarks

Pat Roberts

Managing Director

LNG-Worldwide Ltd

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IconFriday 03 December 2021

Icon12:15 - 12:30

Chair’s Closing Remarks

Pat Roberts

Managing Director, LNG-Worldwide Ltd

12:30 12:30

Networking Lunch & Close of the 20th Annual World LNG Summit

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IconFriday 03 December 2021

Icon12:30 - 12:30

Networking Lunch & Close of the 20th Annual World LNG Summit