Summit Day: 13 May 2025
Conference: 14 - 15 May 2025
Summit Day
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?