Day OneWednesday, 10 June 2026

• 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

Energy security remains a central concern amid rising geopolitical tensions, supply chain vulnerabilities, and escalating climate risks. The global energy system is navigating significant uncertainty shaped by economic shifts, evolving policies, and changing trade dynamics. As the world enters the Age of Electricity, energy demand is projected to continue growing, increasingly driven by new market players. In the coming years, a surge in LNG supply could result in downward pressure on prices, while the rapid expansion of electric vehicles may mark a turning point in oil demand. At the same time, as the transition to clean energy technologies accelerates, risks associated with critical mineral supply chains are becoming more pronounced.

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. 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

Rising electricity consumption and rapid renewable deployment in the Baltics and Central Eastern Europe are increasing the need for reliable, affordable and flexible capacity. Modern natural gas assets (CCGTs) can deliver dependable baseload and system flexibility, while energy storage technologies— BESS, Power-to-X (PtX), and hydrogen—stabilise grids, reduce curtailment and enhance energy security. Together, gas and storage can temper price volatility, lower system costs and strengthen resilience, provided supply security, interconnection and market design are optimised. We will address:

• Can Europe achieve 200GW of Energy Storage by 2030?
• How quickly do TSO’s see renewables being deployed?
• Which policy, infrastructure and technologies are required to unlock system-wide flexibility?
• What are the biggest challenges to deployment?
• What business models make a viable case for energy storage?

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.

• 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

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.