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Main Conference - Day One
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Main Conference - Day One
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LNG in the Energy Mix
08:00 - 09:00
Registration & Welcoming Coffee
09:00 - 09:05
Opening Remarks
09:05 - 09:25
Solo: As Europe shifts focus to clean energy, what role will LNG play in the energy transition world?
- Gas & H2 package - How quickly will low-carbon gases emerge and where does this leave natural gas post 2040?
- RePower EU - Is EU going hard on ambitions? Taking stock of the emergency crisis along with long-term energy security, what lessons were learned from the implementation of the renewable energy directive?
09:25 - 10:00
Panel: LNG bridging the gap between security of supply and decarbonisation - How we can enable the LNG ecosystem to support the economy?
- LNG infrastructure – Policy considerations, exemptions, decarbonisation and pathways to manage demand and supply.
- Compliance with climate target - Prospect of LNG in transition environment, how much you can achieve with LNG and what else do you need to do to align with EU targets?
10:00 - 10:20
Solo: Macro talk on geopolitics: LNG, a long-term solution!
- Geopolitical considerations for Europe when thinking of current and future energy supplies - How well is global LNG positioned to respond to geopolitical challenges, sanctions and regulatory interventions?
- Supply & demand dynamics- What suppliers and importers can do to secure long-term energy security?
10:20 - 10:40
Panel: Reducing reliance on Russia - What happens when the war is over? How can Ukraine’s gas infrastructure play a key role in European energy security?
- Diversification of LNG sources to Europe - What is Europe & other regions doing to become less dependent on Russia?
- Future of Russian LNG - Where are we with the transit contract and sanctions?
- Rebuilding Ukraine - How can we utilise capacities of underground storage and ramp up alternative fuel production?
10:40 - 11:30
Networking Break
Showing 1 of 1 Streams
Global LNG Market - Supply & Demand
11:30 - 11:55
Panel: Biden’s US LNG pause: Will a short-term resolution have a long-term impact?
- US LNG pause – What does it mean, its reciprocal impact and who are the unintended winners?
- Future US supplies to Europe - As Europe shifts to clean energy, does it still need so much US LNG? If approvals for new terminals resume, will gas then reach Europe?
- Learnings from Venture Global disputes - Impact on long-term contract drafting.
11:55 - 12:15
Panel: Asia, the demand growth centre of the world - How the Asian markets are leading in LNG business?
- Gas & LNG demand - What is happening in 2024 than what we expected?
- Moving away from coal - Underpinning long-term gas contracts, pricing, trading, building new infrastructure and the prospect of Russian gas coming into the mix.
- Impact on Europe – Growth of LNG market in Asia and how will this affect Europe? Implications from LNG contracted from Asia, suppliers impeach their contract to redirect their volumes to Europe.
12:15 - 12:30
Solo: Green LNG coming from the Middle East - How do these investments signify flexibility and support for energy transition?
- Diversifying strategy, extraction & exploration developments, how they want to sell it? Whether a more flexible contract is available or not?
- Efforts of Middle East suppliers to scale up its energy transition investments to safeguard demand – carbon neutral LNG, reducing emissions in plants/upstream projects, and CCS facilities onsite.
12:30 - 13:00
Panel: Global supply wave from 2026 and beyond: Where will gas come from and will it be affordable?
- Supply – FIDs, global market demand/supply dynamics, regulatory framework for new market opportunities like Africa - If the market is well supplied, will it be affordable?
- Competition between Middle East and American projects - Will the USA increase its export capacity and will LNG volume be redirected from Asia?
- Contracts - Will we see European companies sign LT SPAs for Middle East LNG? Will the spot market be in bargain territory?
13:00 - 14:00
Lunch
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LNG in Europe: New Project Developments
14:00 - 14:25
Fireside Chat: Germany's commitment to long-term LNG - What are the expectations of German LNG regasification capacity utilisation rates long-term? Where does gas fit in the strategy to end fossil by 2040?
- Increasing import capacity – Updates on FSRUs, land-based terminals and pipelines to expand import capacity.
- Decarbonisation & alternate fuels - Future use of hydrogen as a viable route to decarbonise at scale and what alternate fuels are being considered? Where does it leave gas in the mix?
14:25 - 14:45
Fireside Chat: Developments in the EU Strategy for the Baltic Sea Region - Updates on regional gas demand and top priorities of the region’s energy security and energy transition goals
- Infrastructure development - New LNG infrastructure in the Baltic Sea and Baltic cooperation strategy for securing supply to the rest of Europe
- Electricity network desynchronisation - Addressing bottlenecks and streamlining processes between terminals and TSOs.
14:45 - 15:05
Fireside Chat: LNG as a transition fuel for Central & East Europe: How is the region approaching energy independence?
- Supply routes - What will happen when Russian transit contract expires? How this LNG boom will develop in the next couple of years in Central East Europe– is it a long-term solution or will switch back to pipeline gas?
- Pricing - What’s the price level to be delivered to CEE countries? How high will prices go? How will coal phase-out impact gas demand and pricing.
- Role of terminals - Intention to increase capacity & infrastructure development.
15:05 - 15:25
Fireside Chat: LNG in East Med: Can Turkey become a hub for additional gas to Europe? Is there a viable route for East Med LNG to Europe?
- Diversification of gas from Turkey - Developments in the Black Sea region, addressing politics, capacity issues to Europe, diversifying supply, pricing, challenges and recent developments to create a Turkish gas hub.
- Harmonise energy regulation to promote investment and gas exchange between borders - building interconnection, transparency, compatibility and coherent regulation to attract international investment.
- LNG to Europe - how can Greece and Turkey become transit for European LNG import and export?
15:25 - 15:45
Solo: Investment in Norway – What is the potential for upstream investment in the North Sea?
- What’s the consequence on the European gas market - impact on the gas market and tendency to deglobalize international trade?
- How to stimulate investment to expand onshore import LNG terminals?
15:45 - 16:15
Networking Break
Showing 1 of 1 Streams
Market Volatility, Demand & Pricing
16:15 - 16:45
Panel: Volatility and market prices – how are traders reacting as global supply and demand remains finely balanced?
- How this winter balanced and how prepared are we for the next winter? Will we see a change in the weather? Any concern over infrastructure bottlenecks this winter?
- Expansion of the spot pricing, is that continuing? - What's the update on spot pricing? Will we eventually see a 100% spot market? Will we see THE taking over TTF?
- LNG trading - Will it be more volatile and how low the prices will fall? How does it impact different parts of the market and interaction between Europe and Asian prices (JKF & TTF)?
- CEBAM impact on pricing, who ends up paying it?
16:45 - 17:15
Panel: Future financing and demand growth outlook - How will LNG project infrastructure be financed and how can we get customers to commit for over 20 years?
- Do banks care about financing LNG projects and who builds them?
- Long-term planning, scenario analysis and backup plans of gas players - What changes will we witness in EU gas demand amidst potential deindustrialisation? Risks associated with contractual agreements with EPCs?
- Given the long-term risk of over-contracted supplies, what further steps would energy regulators take for long-term LNG contracts?
17:15 - 17:30
Closing Remarks and End of Day One
17:30 - 19:00
Drinks Reception
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