Summit Day: 13 May 2025
Conference: 14 - 15 May 2025
Summit Day
Limited demand upside, comfortable supplies and geopolitical uncertainty indicated that the market will not be as bullish for global LNG as we thought. Get an unparallel view on the ultimate fate of LNG -if lower prices will pull gas towards Asia and how much of it would be left for Europe and landlocked countries
- What factors impact investment decision?
- USA projects: permits, export pause, FIDs
- Which of the non-US projects are likely to reach FID over the next 2-3 years?
There are expectations of significant surpluses starting in 2027 but delays to planned projects mean surpluses will be much smaller. Could these uncertainties deter international buyers from committing to new long-term projects and contracts
Get insight on the USA’s position on exports and its prospects for continued growth. How do U.S. plans fit with market requirements, including global LNG demand prospects and market desire for lower-emission LNG? How much U.S. LNG will make its way to Europe?
The German energy transition plans have been praised as exemplary models for climate action. However, plans for the construction of new LNG import terminals are inconsistent with the climate targets, which require a reduction rather than expansion of natural gas consumption. In this session, we will address if these projects are strongly oversized, will there be enough LNG imports and realistically, by when will they be ready to receive new molecules?
- How they see utilisation of natural gas beyond 2040?
- How infrastructure could be utilised more efficiently?
- German vision 2045 - Should deadline be extended?
- When will they be able to receive more imports in the future?
Price swings on the European gas market are notoriously difficult to predict. With full storages and the reduced heating consumption, the short-term forecast for some market participants is bearish. In this session, we will uncover what’s the worst that could happen the next coming winters & how we could dodge another crisis?
In this session, we will look at the need of current surge of regas capacity expansions in response to the crisis along with market and commercial value drivers which influence the decision to buy more regas capacity.
- How can we commercialise and what would be the future choice – Is it synthetic fuels, biomethane, blue or green H2?
- Reducing emissions and deploying robust MRV system along LNG supply chain
- How do we decarbonise the industry through use of advancements in CCS and blue hydrogen technologies?
An overview on the liquefaction process for small, micro and nano scale along with cost & benefit analysis with economic impact on the LNG price. Insights into case study of the small scale plant located in Germany of 140 TPD.
If investors sway away from investing into LNG projects, there will be no gas beyond 2030. This session covers an investor perspective on project finance, due diligence, tenure, nature of contracts, technology, and other pre-qualifiers considered before an investment.
We take a deep dive into the global gas and LNG supply outlook and discuss whether it will remain mostly flat. We are seeing a year-on-year weakening of demand in Europe, but what are the influences on global demand especially from Asia; how is the new Trump administration impacting supplies from the US?
Join the session for updates on infrastructure developments, economic constraints, coal, nuclear and contract negotiations in Asia. For an understanding on factors influencing LNG demand growth in Asia and to what extent will it continue to impact global LNG dynamics. Amongst navigating these complexities, will this lead to another energy crisis?
Coal markets are stabilising following recent years of uncertainty but with clean energy technologies gaining traction for electricity generation, are we at the point of a structural decline in coal demand? Despite 2023 coal production growing considerably, will there continue to be a marginal decrease in global production in 2025?
- Impact of Chinese demand on global prices
- Looking into spot vs contracted LNG in Europe - Tenure, nature, indexation and prices negotiations
- Is joint purchasing of gas working?
- Impact on new methane regulations on imports
- TTF, the trading sweet spot - where it is now?
- A look at regional hubs vs TTF
- A vision for East Med, CSEE & Turkey in becoming a regional trading hub
- How did this differ from the previous year, did we do better?
- Did we see the same amount of interruption of demand? What will be the long term implications?
- Will the cavalry arrive in 2026? What new production comes on stream?
- Industrial consumption outlook and the increase of renewable energy production
- ECMWF vs GFS - What’s the difference, and which weather model is more accurate?
- How to decarbonise demand or find new sources
- Does replacement of gas boilers affect heat pump demand?
- Data centres & impact of AI on energy demand
- Chinese demand - How to judge when China hits peak carbon?
Although the market has calmed, volatility is quite elevated but what are the drivers behind this? In this session we will be discussing (the end of?) Russian gas and its effect of flexibility, new sources of flex, storage and LNG. As well as the influences of paper balances, CTA and what is driving short term movement of prices
- Is no Russian gas and LNG to Europe realistic or viable?
- Impact on pricing – TTF & regional hubs?
- What are the risks and rewards behind the dynamics of Ukrainian storage?
- What happens to CEE in absence of Ukrainian volumes?
- Connectivity of LNG terminals in CEE to address the bottlenecks
The implementation of new gas package impacts trading strategies, in particular revisions of network codes, impact on tariffs, and development of renewable and low-carbon gases. Get an insight into governance of the process and what’s expected from the trading market and LNG industry.
- How can AI help companies target new niche markets despite limited liquidity?
- Harnessing the power of advanced analytics
- Algo trading / systematic trading - How does the headline affect the trading market and how is it going to continue?
- Impact of speculators and financial market on pricing
- Interaction between geos – how this is going to kick off?
- How can policy co-ordination happen with different regions having different requirements?
- What global developments are there for implementing carbon leakage risk policies (CBAM, EU ETS1, EU ETS2)
- How will the EU need to structure subsidies in order to bring 20x more private capital in? Which parts of the value chain needs grants?
- How to make PPPs actionable?
- What is the effect on policy if gas becomes cheap again if Ukraine peace emerges? Or if price spike due to global conflicts
- With no obligation to offtake low carbon h2, what is the commercial impetus for buyers to spend more money for low carbon h2 than grey h2?
- Projects and processes: how are renewable gases enabling hard-to-abate industries to meet their emissions targets?
- How is CO2 utilisation encouraging the development of new business models and partnerships?
- What technology and AI strategies are being developed to use to optimise carbon reduction?
- Are we seeing more government support for end users so they can put capture solutions in place at factories?
- Highlighting successful projects from planning to FID
- How can investment in CCS enable the scaling of renewable fuels?
- Address challenges in planning and execution of projects – where are the areas of cost reduction?
- Connecting the emitter to the injection site: how to find the right customer to underwrite the price premium
- Strategies to engage with society and obtain social acceptance
- The digital journey of CCS – digital emissions reporting
Improving efficiencies and cost is a key element at a gas fired entity. This session will look at what are the hurdles when taking a project from initial goals to process design packages? What integrated approaches are available to enable carbon capture at scale?
- Update on Northern lights – lessons learned
- Capturing CO2 on site, transportation and sequestration activities
- Ammonia and H2: Plans for associated distribution infrastructure to help facilitate broad decarbonization of projects
- Update on (long term) regulatory framework – how to scale projects and move ahead
- Where to site hubs so they make economic and environmental sense
- Turning CO2 storage into a market not just a waste management issue
- CO2 trunk lines: learnings for Europe
- Technical challenges: how to de risk and commercialise next generation co2 capture
- Edmonton Global/Shell’s quest project
For a CCS market to develop steps are needed to create larger hub cluster projects along with understanding the business risks with transporting CO2. This session will look at digital solutions and techniques to mitigate corrosion of pipes and tool sets and guides to highlight operational issues
- To what extent can new pipes and infrastructure build a bridge to a decarbonised world?
- What are the realistic plans to combine gas fired infrastructure with co2 pipelines?
- How will green hydrogen and ammonia be integrated into existing infrastructure?
- Multi-modal infrastructure development to ramp up the large scale CO2 market
- How much can we combine gas fired infrastructure with CO2 pipelines?
- Will there be terminals which can import ammonia in 10-15 yrs?
- Pushing hard to abate industries to H2 – a waste of time?
- Efuels/maritime + storage & power gen (germans) – a more limited offering but an option
- End to end supply chains and ecosystems – what role can government incentives vs private capital play?
Assess the impact of the gaps in the legislation that producers and consumers are grappling with gain clarity on some of the uncertainties from MRV equivalence, verification of data, the methodology to calculate methane intensity to potential penalties.
This session will look into the need to set up a biomethane market, what is the background, regulations and supply. It will explore the market for certificates & GOOs and markets for green certificates
- Will they ever become liquid trading products, what will it take to get there?
- How do we develop the traditional instruments for renewable & low carbon gases – Hubs, indexation, trading platforms as an outlet to secure new partners?
- Regulatory landscape is still emerging but fragmented – How can we develop a credible liquid market in spot and forward trading?
- Guarantees of Origins market liquidity consolidation across Europe - How it affects tradability of gas?
- Reassessment of H2 global
This session will focus on how to build your strategy to include carbon offsets without the risk of greenwashing – what methodologies can be considered? It will look at Scope 3 and how to quantify your emissions in the value chain: not everything has to be offset; finally CCS opens up new possibilities so how can you offset under these projects?
With the hydrogen market taking its time to scale up, biomethane is available and in reach. This session will focus on learnings from project Carbon Harvest: subsidy free biomethane; how they went out finding offtakers and putting a regenerative farming model in place. All the green gas goes back into the grid but where are the future challenges? It will also flesh out BECCS – bio energy carbon capture with storage that can help with sustainability targets
- Gas loses to electrification?
- Do we build more LNG terminals or divert to Asia?
- Do we broaden pipes or divert?
- Will electrification e-methane, efuels, CCS, bio methane really ramp up in time?
- Long term contracts