Main Conference - Day OneWednesday, 20 May 2026

With gas back on the agenda, how will the energy transition give us independency and energy efficiency? How can we keep industry in Europe with affordable energy prices, in a sustainable way? Learn about the path to decarbonization that Gasunie is on, with CCS, Hydrogen and heat distribution projects.

To what extent is energy on the frontline of global conflicts or is it a victim of the conflict? From contracts to supply security, are we seeing innovation or decline? How will tariffs impact the relationship between the US and the global LNG market, local LNG supply route and pricing?

U.S. gas market analysis covering accelerating supply growth, FID approvals for liquefaction projects, evolving gas player strategies, global LNG demand drivers, geopolitical impacts on project development, regulatory challenges including methane compliance, contracting difficulties, and progress toward GHG emission reduction targets in the LNG sector

How is Norway dealing with mixed signals for long-term demand and market positioning?

Europe’s energy crisis, US reshoring initiatives, and Asia’s manufacturing dominance are significantly reshaping global supply fundamentals, driving shifts in production and trade dynamics. Meanwhile, demand divergence is emerging as consumer behavior evolves differently across continents, reflecting varied economic and cultural influences. This transformation is further highlighted by the evolution of pricing transparency and volatility, as commodity exchanges and digital marketplaces adapt uniquely across major economic blocs, redefining global trade and market strategies.

With the LNG market poised to see a record surge of new supply over the next 4-5 years as new projects in the United States, Qatar and other countries are completed, is there enough demand to absorb this wave of new LNG? Will low prices stimulate demand enough to balance the markets or will there have to be cancellations? How much US supply can Europe take and are there concerns about the possibility that Europe could become over dependent on LNG from the United States?

• How important will LNG be going forwards as part of energy mix?
• Is Trump’s LNG more reliable than Putin’s gas?
• Understanding the Gulf's rising local gas demand & Qatar’s LNG supply – Where will the gas flow?
• What will happen to spot gas prices in key Asian and European hub prices? Will cheaper gas spur demand and help displace coal and oil?
• Going beyond FOB and deeper down the value chain

A power sector demand outlook, focusing on how power prices, generation, and demand are projected to evolve by the end of the decade. It will also explore the financial mechanisms and capacity mechanisms required to support gas-fired power plants, and the impact of gas and carbon price fluctuations on power generation strategies.

This session will explore the European Commission's approach to prioritising cost-effectiveness in energy security, climate policies, and the future of enhanced emergency response mechanisms. Key updates will include ETS, CSEEE, CSRD reporting, methane regulation, revised solidarity framework, new gas storage provisions and the interlinkage of gas and electricity.

• Is gas back on the table and being discussed again or still a taboo?
• The green deal, the industrial deal, the Draghi report – where are we and how is the market responding? Are energy ministries on the same page as them?
• Proposal for strategies to protect industrial demand
• Local production vs import – which is better route? Are companies willing to take the risks?

• How is/will the European market adapt to the incoming LNG glut? What are cheaper sources for Europe? Will Europe move reliance from Russia to US?
• Have we entered a low energy cost cycle?
• How do we keep industry in Europe with affordable energy prices, in a sustainable way?
• How can market hedge against the risks of a faster than expected fall in gas demand?
• Could data centers shift Europe's perspective on transitioning away from gas?
• Can the energy transition still give Europe independency and energy efficiency?

• How were storages filled this winter and who took the risks?
• Winter-summer spreads levels and incentives to inject in summer 2026.
• How to evaluate storage capacity in market where there’s high volatility?
• Are countries taking into consideration to derisk infrastructure early enough?
• What will happen to gas storage in decarbonised world?

Understanding revisions and clarity on compliance deadline extensions, complex monitoring technologies, verification difficulties and evolving reporting requirements

Examine the merging of the ETS, factors that hinder or incentivize climate targets, and whether governments is prioritising cost-effectiveness in balancing energy security and climate policies? Will CCS be included in the system?

Building cross-border CO₂ transport networks, connecting storage facilities, financing, de-risking large-scale CCS infrastructure, integrating the CCS value chain into existing energy and existing industrial applications.