Main Conference - Day One
- How are recent conflicts reshaping global energy strategies, prompting shifts from “just in time” to resilient “just in case” approaches?
- Energy Security & Beyond Diversification: How is prolonged uncertainty reshaping corporate strategies prioritizing resilience over efficiency?
- The Supply-Demand Disconnect: How can we bridge the widening gap between climate ambitions and energy security when infrastructure timelines and supply realities remain misaligned?
Can long-term energy forecasts still be relied upon in an era of compounding geopolitical uncertainty and an increasingly complex energy trilemma? Examine how policymakers and market participants can navigate an unpredictable future, from understanding the true cost of energy security across shipping, pipelines and trucking to assessing the implications of extreme weather events on energy systems. Explore how the 2026-27 winter and record heat conditions could affect European storage utilisation and planning, while questioning whether Asia remains LNG’s primary growth market or if its demand outlook is becoming more nuanced than expected.
As Europe’s gas & LNG markets competes globally for molecules—does current market structure still serve its purpose, or does it need urgent reform?
- Evaluating whether current European supply routes can withstand sustained geopolitical disruption and rapid shifts in global gas-to-LNG dynamics.
- Assessing if existing market structures and pricing mechanisms remain fit for purpose amid intensifying global competition for LNG molecules.
- Exploring how businesses are restructuring contracts, portfolios, and sourcing strategies to stay competitive in this global molecule race.
- Examining the interface between pipeline gas and LNG, and whether infrastructure flexibility matches evolving European supply security needs.
Considering where investment is flowing across infrastructure, new projects, and contracts to secure long-term supply resilience
The definition of energy security is changing. From diversified supply sources and long-term agreements to guarantees of origin, carbon footprint data and renewable gas attributes, buyers are demanding greater certainty than ever before. Hear how leading market participants are rethinking procurement strategies to strengthen resilience, maintain competitiveness and prepare for the next phase of Europe's energy transition.
This session will provide an update on the next phase of US LNG growth, including progress on the Sabine Pass expansion and the outlook for final investment decisions. It will explore how the United States is leveraging abundant natural gas resources and access to capital to strengthen its position in global LNG markets, despite rising project costs and execution challenges. Examine how Europe has continued to secure LNG supplies at a discount to Asian benchmarks, even amid low storage levels and reduced intra-basin competition, and what this means for global trade flows and market dynamics.
Gas Package Implementation: What does this regulatory vacuum mean for transmission, distribution, and storage operators, and how do position papers from DG ENER and DG GROW's Clean H2 Alliance fill the gap?
Electrification Action Plan: What are the plan’s practical implications, and does it signal Europe's genuine move toward an integrated energy market?
Hydrogen Strategy Refresh: What strategic shifts can the market expect and how will it align with gas package implementation and electrification goals?
- How will gas-fired power stations compete with nuclear, and what business case challenges threaten their evolving role?
- As demand volatility grows, how must procurement strategies adapt and storage infrastructure evolve to manage supply-demand mismatches?
- What new commercial models, contracts, and infrastructure investments are needed to secure capacity and supply as market fundamentals shift?
Evolving Regulatory Landscape: Examining new methane emission standards across jurisdictions including EU Methane Regulation, US EPA rules, and international commitments under Global Methane Pledge
Monitoring and Reporting Requirements: Assessing detection technologies, measurement protocols, and transparency obligations transforming operational practices across oil, gas, and LNG value chains
Economic and Competitive Implications: Analysing compliance costs, carbon border adjustments, market access restrictions, and competitive advantages for low-emission producers in global energy markets
As Middle East tensions persist, how would the LNG market respond to prolonged disruption? If historically reliable Gulf supply becomes interruptible, buyers may increasingly prioritise security and diversification over price.
This session explores how exporters could adapt their contracting strategies and whether growing interest in Canadian, Mozambican, Argentinian and Tanzanian LNG projects reflects genuine demand growth or a strategic shift away from supply concentration risk.
Explore gas storage’s place in Europe’s medium-term energy strategy, covering regulatory developments, winter preparedness and market outlook. Discussions will examine storage utilisation, withdrawal trends and investment opportunities, while assessing whether greater cross-border coordination can support a more resilient and integrated European energy system
- How can industry manage rising transport and tariff costs as gas demand declines, keeping infrastructure viable for 25+ years?
- What integrated approach is required to combine storage, LNG infrastructure, and pipeline gas to achieve comprehensive energy security and operational resilience in crisis scenarios?
- What strategies reconcile conflicting policies—methane rules, contract bans—with market stability during greenification and electrification transition?
- Navigating evolving regulations and security considerations shaping how European storage facilities reinvent themselves for future energy needs
Satellite detection technologies – country- and basin-level data: IMEO database, IEA's methane tracker,
1) Compliance: What are the Commission-recommended compliance pathways: Book and Claim, Trace and Claim: Views of the Competent Authorities.
2) Views of Accredited Verifiers: Overview of emerging verification protocols, and accredited verifiers
Examining how oil and gas companies, Eurogas, and IOGP are leading opposition to methane regulation and their arguments for delays or modifications.
This session will examine alternative route dependencies, supply disruptions and shifting European import pathways are reshaping gas and LNG markets. As regasification capacity expands and Southeast Asian demand evolves, companies must reassess infrastructure investment, supply reliability and procurement strategies while balancing LNG’s long-term role alongside growing renewable energy investment.
The global LNG project pipeline has rarely been larger, yet not all projects will have the same impact on future markets. A new generation of projects is competing for capital, customers and market share. This session explores North American expansion and Canada's emergence as a Pacific Basin supplier to Argentina's resource potential, Southeast Europe's infrastructure ambitions and the rise of FLNG
Examine the shift underway in Asian LNG markets, from the return of long-term contracting and changing procurement strategies to demand destruction and affordability pressures. Where will sustainable demand growth emerge, and how are buyers balancing price, energy security and decarbonisation in an increasingly uncertain market?
How can aggregation models, EU-wide certification and trading frameworks, and industrial offtake dynamics together accelerate biomethane production, enable transparent cross-border trading, and strengthen its competitiveness as a renewable feedstock for chemicals and energy-intensive industries?
How do storage, LNG, biomethane and market design maintain security of supply?
Explore the interplay between storage, new gas supplies and system flexibility. Can renewable gases reduce Europe’s seasonal import needs? What mix of infrastructure, market design and supply diversification is needed to maintain resilience?
How should Europe balance infrastructure investment with decarbonization goals? Explore which gas and LNG assets should be built, repurposed or retired, and assess the impact of tariff reform, network codes and cross-border capacity investment on the future energy system.
- Melinda Crane - Independent Journalist, Event Host
