Day One
- How were storages in winter 2025-2026 and how will it be in next winter?
- Were the terminals fully utilised, what markets did they serve and the use for terminals in long-term?
- How alternative LNG supply sources are shipped to Baltic region - List of partner countries from which LNG can be imported and which countries will be excluded?
- Compliance with regulatory requirements impacting LNG imports – methane regulation, CSDDD, ETS2
Nearly 100 bcm of new LNG export capacity was approved in 2025 (almost matching the 2019 record) strengthening a global wave of LNG growth led by the United States, which has rapidly become the world’s top exporter. - With major additions from the US, Qatar, Canada, and others, the world is on track for 300 bcm of new LNG capacity by 2030, creating significant downward pressure on prices. - Rising LNG use in Europe, China, India, and Southeast Asia isn’t enough to offset the surplus, meaning the market may rely on slower energy transitions or coal-to-gas switching, but extremely low prices (≈$5/MBtu) needed to clear the glut would be unsustainably low, signaling future price correction.
After Russia's Ukraine invasion and sabotage of Nord Stream, global gas market has been in a crisis with absence of Russian gas. As EU decided to stop importing Russian LNG from the beginning of 2027, REPowerEU is now supported by the unexperienced LNG supply starting from 2027 from US, Qatar and East Africa. Would EU truly be released from Russian gas? Whether Russia would be able to substitute its golden market by China-Power of Siberia 2? What would happen to long term contracts with Yamal LNG? This presentation reviews from global energy affairs in 25 years for forecasting next 25 years up to 2050 and also focuses on not only EU market but also Asian market as the center of LNG trade, to consider the views and possibility of Russian gas revival in the near future for our preparation as our 'Clear and Present Danger'.
- Understand the competitive landscape of transmission tariffs and pipelines tariffs – Structure across regions
- How to book transportation capacity and how can it be made cheaper to manage more volume?
- Energy independence in the region - Know-how on future energy mix and where the investments are going?
A session dedicated to changes in Equinor portfolio, contracts, fleet and volumes in next 5 years along with some insights into technical aspects of Northern Lights & bioLNG projects.
Poland’s natural gas market faces a pivotal moment as it seeks to meet rising demand, enhance energy security, and integrate regionally. This case study explores the impact of Poland’s growing LNG infrastructure, and its extensive pipeline interconnections with Europe and Norway. It also examines Poland’s role as a transit country amid Ukraine peace talks highlighting the trade-offs between market liberalisation, transparency, and efficiency in Poland’s quest to become a regional gas hub.
- Peace deal and its impact on the region - What will be conditions on flow of gas, price, pipelines running from Ukraine, and can it be used again?
- How will Ukraine be supplied?
- How can Europe utilise Ukrainian transmission systems?
- Other supply corridors to Central and Eastern Europe
Latvia and Lithuania are particularly focused on how natural gas can play a pivotal role in ensuring reliable baseload power production while maintaining competitive electricity prices. With electricity consumption on the rise, the question arises: Do we need more flexible production capabilities from natural gas (NG) to meet this growing demand?
The Baltic-Nordic energy market's transition to renewables drives a growing need for energy storage to stabilise grids, reduce fossil fuel reliance and enhance energy security. Storage technologies, including batteries, pumped hydro, and hydrogen, are reshaping electricity and gas markets. Which additional policy measures and technologies are required to increase flexibility in the electricity system?
- National interests, project updates and latest developments
- Virtual liquefaction concept - What will be its role in the gas market and in green transition?
- How to develop a commercial market? Is it for driving down cost or to be recycled to create something valuable?
- The potential of Bio-LNG in maritime sector and future opportunities
- An overview of the FuelEU Maritime regulation, including key challenges and opportunities for Bio-LNG
Over the past decade, Europe has seen significant growth in both carbon capture and bio-LNG projects, with many moving from development to operation in recent years. These projects highlight a strong trend in Europe towards developing an integrated industrial carbon management system and a robust market for bio-based renewable fuels within the last decade.
This presentation explores nuclear power's role in the Baltic region, focusing on cooperation, technological advancements, and investment opportunities. It examines the feasibility of nuclear expansion, its impact on energy security, sustainability, and regional collaboration, while addressing challenges like public acceptance, regulatory frameworks, and geopolitical considerations.
Future energy demand will be met by a massive shift to renewables (solar, wind, hydro), which will power most new electricity growth, alongside nuclear, and increasing electrification of transport/industry, but balancing this with grid stability and storage remains key, with hydrogen emerging for hard-to-decarbonize sectors, while traditional fossil fuels continue play a vital role.