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

Global energy demand growth slowed in 2025, reflecting softer economic activity, milder weather and ongoing efficiency gains. At the same time, the energy system is clearly shifting: solar PV emerged as the leading driver of new supply for the first time, low‑emissions sources accounted for most of the growth, and electricity demand continues to outpace overall energy use - signaling the arrival of the Age of Electricity. Yet fossil fuels still underpin the system, with coal and gas remaining central to power generation as CO₂ emissions continuing to edge upward. This evolving landscape is set against heightened energy security concerns, geopolitical uncertainty and supply chain risks, including growing pressures on critical minerals, as clean technologies begin to reshape global energy markets.

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 LNG portfolio, contracts, fleet and volumes in next 5 years along with some insights into technical aspects of Northern Lights & offshore wind 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

• 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

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?

Energy has emerged as a decisive driver of foreign direct investment amid shifting investor priorities and accelerating digital transformation. Over the past two decades, we have observed a clear evolution in investor expectations - from land, talent, and cost arbitrage to reliable and scalable energy supply for large-scale projects. As demand for data-intensive services surges, Europe’s data center market is undergoing structural change. Established hubs face electricity constraints, prompting investors to explore alternatives in the Baltic region. Lithuania is well positioned to compete by offering available power capacity, competitive connection timelines, and strong political commitment to energy and digital infrastructure development.

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.

A comprehensive and insightful exploration of the evolving landscape of natural gas and LNG imports. This session will leverage advanced data analytics to uncover the true dynamics of global gas flows and demand, dispelling common misconceptions and offering clarity on regional import requirements.