LNG IN-PERSON

today October 5, 2021


Background
Program
Select arrow_drop_down
10:30 am remove 11:10 am
keyboard_arrow_down
Background

Networking Coffee Break

11:10 am remove 11:40 am
keyboard_arrow_down
Background

LNG trading - Global Status Update

Thumbnail Ciaran Roe, Global Director - LNG, S&P Global Platts

PRESENTATION
• Global LNG trade and the global pandemic: looking beyond Covid-19
• LNG trade & pricing in a commoditised world
• Who are the leaders in trading? In which markets?
• Supplier pressure in an increasingly competitive LNG market
• Carbon neutral LNG
• The path to short term trading

11:40 am remove 12:10 pm
keyboard_arrow_down
Background

What is the impact of new players entering the LNG market?

Thumbnail James O’Brien, Head of LNG Trading, EP Resources AG

Thumbnail Ralf Dickgreber, Global Head of Biomass and LNG, Engie

Thumbnail Danielle Stoves, Commercial and Regulatory Director, Hanseatic Energy Hub GmbH

PANEL DISCUSSION
• The emergence of portfolio players, aggregators and other new participants: FSRU & FLNG owners, Gas to Power Developers etc.
• Do new players imply new risks?
• Impact of new players on LNG contracts & prices

12:10 pm remove 12:30 pm
keyboard_arrow_down
Background

Scenarios for long term LNG contracts before and after Covid-19

Thumbnail Agnieszka Ason, Visiting Research Fellow, OIES

PRESENTATION
• Is this the end of long-term contracts?
• Reexamining contract adjustment mechanisms: price review clauses
• Spot vs oil-indexed price differentials
• New LNG contract cocktails?
• Gas-on-gas indexation
• Financing perspective: can lenders adapt to short term contractual structures?
• Pressure on traditional contracts from new LNG buyers (China, Asia...)

12:30 pm remove 12:50 pm
keyboard_arrow_down
Background

Trading Technology focus: an overview of digital LNG trading

Thumbnail Melissa Lindsay, Founder & CEO, Emstream & Emsurge

PRESENTATION
• What is the story so far & what we can expect going forward?
• Why moving LNG trading online is important?
• Will the LNG follow the liquidity & transparency

12:50 pm remove 2:10 pm
keyboard_arrow_down
Background

Networking Lunch Break

2:10 pm remove 2:55 pm
keyboard_arrow_down
Background

Battle of the price benchmarks

Thumbnail Thomas Marzec-Manser, Global Gas & LNG Analyst, ICIS

Thumbnail Ciaran Roe, Global Director - LNG, S&P Global Platts

Thumbnail Jason Pegley, Head of Utility Markets, ICE Futures Europe

Thumbnail Patrick Heather, Senior Research Fellow, Oxford Institute for Energy Studies

PANEL DISCUSSION
Review of LNG Price Benchmarks
• Hub history: current hubs & where the next hub locations might be
• Hub checklist: requirements for a successful hub: storage, pipeline access, players, stage of gas market maturity
• Why hubs matter: benchmarks provide greater transparency and confidence for stakeholders
• Development of LNG derivatives market
Asia
• Overview of main Asia gas hubs
• Status of JKM (traded volumes, players, liquidity..)
• Will JKM remain the key Asian benchmark?
Europe
• Overview of European gas hubs
• Traded volumes, players & liquidity
• The reasons for TTF’s growth in status?
The US
• Overview of main US hubs, and basis of price differentials
• Relation of Henry Hub to AECO (past, present and future) given US LNG and Canadian LNG project development
• Influence of HH on global prices
• Growth & significance of of “Waha” price index

2:55 pm remove 3:30 pm
keyboard_arrow_down
Background

Europe’s position in the global gas market

Thumbnail Matthew Drinkwater, Senior Editor - Gas, Power and LNG, Argus Media

Thumbnail Latif Faiyaz, Head of Energy Trading & Strategy, Northern Gas and Power

PANEL DISCUSSION
• Is pipeline gas still the king benchmark in Europe?
• Infrastructure: storage capacity, import terminals showing signs of strain?
• Europe’s growing influence as a pricing benchmark
• Carbon prices in Europe impacting global LNG prices?
Influence of the U.S. gas market on gas price formation in Europe

3:30 pm remove 4:10 pm
keyboard_arrow_down
Background

Networking Coffee Break

4:10 pm remove 4:40 pm
keyboard_arrow_down
Background

Going green with carbon neutral LNG

Thumbnail Agnieszka Ason, Visiting Research Fellow, OIES

Thumbnail Rob Butler, Partner, Baker Botts L.L.P.

PANEL DISCUSSION
• The greening of LNG value chain
• Decarbonising LNG cargoes
• Enhancing environmental competitiveness of LNG markets

4:40 pm remove 5:15 pm
keyboard_arrow_down
Background

LNG freight market & LNG shipping market outlook

Thumbnail Mark Jackson, CEO, Baltic Exchange

Thumbnail Keith Bainbridge, Managing Director, CS LNG Ltd

PANEL DISCUSSION
• LNG freight indices / FFA’s
• Building sustainable LNG supply chains
• LNG freight pricing: impact on LNG flows
• Floating storage & market contango opportunities

5:15 pm remove 6:45 pm
keyboard_arrow_down
Background

Drink Reception & Entertainment

6:45 pm remove 9:00 pm
keyboard_arrow_down
Background

ETW Gala Dinner


Details
Begin October 5, 2021 H 9:30 am
End October 5, 2021 H 6:45 pm
Rate it