PRESENTATION Speakers include: Howard Walper, CEO Americas, Commodities PeopleEric Twombly, Credit Risk Manager, Golden Pass LNG
PANEL DISCUSSION• How is the war in Ukraine impacting global LNG supply and demand flows?• Does enough liquefaction and shipping infrastructure exist to replace Russian gas?• What are the benefits for a gas-hungry Europe for Americas producers?• How are these market changes, combined with the “panic buying” of cargo space ...
PANEL DISCUSSION• Challenges that Risk Officers face in the LNG market• Robust Valuation– Moving the LNG portfolio to m-t-m valuation– Complex optionality inherent in the transactions• Effective Hedging– Historical and locational pricing gaps– The “manageable tenor” for rolling hedges– Physical versus financial instruments• Measured Risk Capital– Economic profit– Understanding working capital of the business– ...