
today October 11, 2021
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
• The path to short term trading
• Finance: can lenders adapt to short term contractual structures?
Daisuke Harada, Project Director, JOGMEC
David Callanan, Editor, Global LNG Hub
PANEL DISCUSSION
• Will the move towards shorter-term trade for LNG continue?
• Hydrogen and competing fuels
• Impact of new buyers (China for example)
• Rising gas flow from Russia to Asia Pacific
• The emergence of portfolio players, aggregators and other new participants
Agnieszka Ason, Senior Visiting Research Fellow, Oxford Institute for Energy Studies
Tom Holmberg, Partner, Baker Botts
Panel discussion
• The greening of LNG value chain
• Decarbonising LNG cargoes
• Enhancing environmental competitiveness of LNG markets
James O’Brien, Head of LNG Trading, EP Resources AG
Abhishek Kumar, Chief Analytics Officer, Energy Projections
Ralf Dickgreber, Global Head of Biomass and LNG, Engie
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
Melissa Lindsay, Founder & CEO, Emstream & Emsurge
PRESENTATION
• What is the story so far & what we can expect going forward?
• Why is moving LNG trading online so important?
• Will the LNG follow the liquidity & transparency
Ed Cox, Editor - Global LNG, ICIS
Gordon Bennett, Managing Director, Utility Markets, ICE
Ciaran Roe, Global Director - LNG, S&P Global Platts
Patrick Heather, Senior Research Fellow, Oxford Institute for Energy Studies
PANEL DISCUSSION
Review of LNG 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
Raquel Martínez Farreres, Energy Analyst - LNG & Natural Gas Markets
Matthew Drinkwater, Senior Editor - Gas, Power and LNG, Argus Media
Latif Faiyaz, Head of Energy Trading & Strategy, Northern Gas and Power
Torsten Frank, Managing Director, Trading Hub Europe
PANEL DISCUSSION
• Europe's growing influence on Global LNG prices
• The increasing correlation between European and Asian markets
• How does this impact the U.S. LNG pricing and exports
• Potential for a price war between LNG and pipeline gas (Nord Stream 2)?
• LNG vs Pipeline Gas
• Is pipeline gas still the king benchmark in Europe?
• How much pressure can Russian pipeline gas exert on U.S LNG?
• Infrastructure: storage capacity, import terminals showing signs of strain?
• Influence of the U.S. gas market on gas price formation in Europe
Gergely Molnar, Energy Analyst, Natural Gas, IEA
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...)
Antonio Miranda Bonet, Head of LNG Bunkering, Naturgy
Keith Bainbridge, Managing Director, CS LNG
Mark Jackson, CEO, Baltic Exchange
PANEL DISCUSSION
• LNG freight: the vital link
• Development of short-term shipping market
• LNG freight indices / FFA’s
• Managing LNG freight risk
• Building sustainable LNG supply chains
• LNG as a marine fuel
• LNG new build carriers & procurement
• Shipping fleet supply & demand spread
Begin | October 11, 2021 H 9:30 am |
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End | October 11, 2021 H 5:40 pm |
labelConference my_locationMalaysia
labelConference my_locationMalaysia
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