ONLINE

APRIL 20-21

WATCH ON DEMAND




LNG IS THE NATURAL GAS LIFELINE THAT COULD PROVIDE EUROPE WITH THE SECURITY IT NEEDS TO WEATHER THE WINTER SEASON IN THE WAKE OF THE UKRAINE WAR


This series of webinars will discuss the changing dynamics shaping the global LNG markets. Join Commodities People and a distinguished speaker roster of market participants, industry experts and analysts to hear how the market is adjusting to a rapidly changing geopolitical reality.


THIS WEBINAR SERIES HAS BEEN DEVELOPED TO APPEAL TO A GLOBAL AUDIENCE:


European delegates:
Learn how LNG marketers are stepping up their efforts to ensure energy security for Western Europe

Asia-Pacific delegates:
Find out how supply and pricing could be affected by the war in Europe and the associated increased European demand


Americas delegates:
Understand the short and long term impacts of changing trade flows, and what this means for US LNG infrastructure and gas production

DON’T MISS THIS SERIES OF EVENTS RUNNING APRIL 20 AND 21, STARTING AT 10AM CENTRAL US/ 3PM LONDON TIME.

 

KEY TOPICS INCLUDE:

Current state of traded LNG markets


Impact of Ukraine war on LNG markets


LNG as transitional fuel to net zero carbon


Valuation, hedging, capital & cash flow risks



Credit risk in LNG markets


LNG shipping/cargo markets

ONLINE AGENDA

Timings are in Central US Time


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10:00 am remove 10:45 am
4:00 PM - 4:45 PM London Time
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LNG Market Dynamics: Current state of the traded LNG Markets

10:45 am remove 11:30 am
4:45 PM - 5:30 PM London Time
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CCRO Perspective: Risk Management Challenges in LNG Markets

Thumbnail Bob Anderson, Executive Director, CCRO

Thumbnail Gary Taylor, Global head of Risk Transformation, Shell

Thumbnail Patt McKinnon, Co-Founder, Latigo Energy Group

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
- Understanding risk capital for LNG portfolio
- How to risk-adjust returns?
Managed Cashflow Risks
- Market & credit risk trade-off concepts
- Modelling Cashflow risk for LNG

10:00 am remove 10:30 am
4:00 PM - 4:30 PM London Time
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10:30 am remove 11:15 am
4:30 PM - 5:15 PM London Time
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Impact of Ukraine War on LNG Shipping

Thumbnail Jason Feer, Head of Business Intelligence, Poten and Partners

Thumbnail Cara Striegold, GBU PRM Risk Manager, Bechtel Corporation

Thumbnail Mark Jackson, CEO, Baltic Exchange

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 affecting shipping costs/cargo prices?

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OUR SPEAKERS

Featuring the industry’s foremost authorities in LNG trading, hubs & price benchmarks

Head of Business Intelligence

Jason Feer

Poten and Partners

Managing Editor - Atlantic LNG Americas and EMEA

Allan Reed

S&P Global Platts




SPONSORS


PARTNERS

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GOLD SPONSORS

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ASSOCIATION PARTNERS

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GOLD MEDIA PARTNERS

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MEDIA PARTNERS


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Trade Finance Global

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Global LNG Hub Web
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