Summit DayTuesday, 19 May 2026

Uncover the factors driving volatility in the natural gas market, including weather-induced demand shifts, geopolitical disruptions, and storage balance fluctuations among many others. Examine the volatility drivers that impacted affordable supply.

• Update on geopolitical tensions and sanctions
• LNG supply dynamics, new capacity and delays
• How where storages filled this winter and who took the risks?
• What impact has industrial, data centre and power sector gas use rise have?

• Is TTF as international benchmark suitable for every region?
• Does it constrain Henry Hub or do you see increased use of Henry Hub as indexation in Europe & Asia and why?
• Is there enough liquidity in JKM derivatives to provide effective hedging?
• What impact on liquidity has the new driving mechanism for imports into Europe?
• How can Abaxx Exchange's futures and derivatives enhance price discovery and risk management for commodity markets in Europe?

• Impact of sanctions, tensions in the middle east and US new administration on gas & power prices?
• How much investment will be deployed in the gas & power sector in Europe post 2040?
• Will supply sourcing keep pace with potential demand amidst rising costs and evolving pressures?
• LNG FIDs and supply beyond 2030?
• The role of renewables and gas in the future of Europe’s power sector - Is diversification the only solution to reduce risks?

Putting revisions of network codes, impact on tariffs and the development of renewable and low-carbon gases into a global geopolitical perspective: What should traders be looking out for?

• Comparative analysis of procurement instruments: PPAs, CPAs, VPPAs, EACs, etc
• Will hybrid models outperform pure spot or long-term strategies?
• How are energy transition, price spikes and volatility reshaping procurement?
• What solutions are emerging to ensure secure and flexible LNG supply chains?
• How can stakeholders mitigate risks and optimise opportunities?
• How are majors structuring 10-15 year deals with optionality clauses?
• The 2040 outlook: Will European buyers maintain appetite for oil-indexed pricing vs. JKM-linked long-term deals?

The European gas market is undergoing a fundamental reconfiguration, with transmission tariffs emerging as a critical driver of pipeline flows—particularly in CEE. Since the loss of Ukrainian supply routes and the surge replacing traditional pipeline gas, tariff structures now play a pivotal role in determining where and how gas moves across the continent.

• The tariff domino effect: How pricing mechanisms influence cross-border movements and regional supply security
• LNG vs. pipeline competition: Where regasification economics clash with transit costs
• Why tariff reforms hit hardest in Central and Eastern Europe?
• How system operators balance revenue needs with maintaining infrastructure viability?
• Will tariff regimes accelerate or resist the continent's supply security?

Considering the uncertain energy consumption and production trends in Asia, how might potential growth or stagnation shape the future development of the global natural gas market? This session examines the evolving dynamics of gas pricing, with a focus on China’s transformative energy reforms and the increasing prominence of the JKM as a key benchmark for LNG pricing.

The growing volatility in gas prices complicates the trading environment and is predicted to increase in coming years. How can traders mitigate risks associated with price volatility, coming from unexpected events (such as weather-related, infrastructure-related, among others)?

• Role of technology in forecasting demand and supply
• Performance and portfolio optimisation: Which digital tools and platforms are making the biggest impact?
• How can you manage and monetise real time data
• How technical analysis can help improve decision making when buying energy for large business customers?

• EU & UK Carbon Markets at a Crossroads – Assessing stalled ETS reforms, CBAM’s leakage protections, and the political tightrope between industrial competitiveness and emissions targets.
• Biomethane’s Make-or-Break Moment – Can voluntary certificates and marine fuel demand overcome infrastructure gaps and cost hurdles to meet 2050 supply goals?
• RED III’s Industrial Dilemma – Balancing methane slip regulations and subsidy-free investment frameworks to prevent deindustrialization while scaling clean supply chains.
• Hydrogen’s Timeline vs. Reality – From EU mechanism projects to offtaker contracts: mapping blue/green hydrogen’s path from niche to mainstream profitability.
• The Compliance Innovation

• What does it do? How does interrogating data, multi-context analysis materialise flows, prices, supply and demand?
• How can traders train agentic and predictive AI for portfolio optimisation and trade signals?
• How can the gap between operations and trading be filled using AI?
• What are the risks involving AI in trading decisions and executions? Is it secure?