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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LNG Market Dynamics: Current state of the traded LNG Markets
Howard Walper, CEO Americas, Commodities People
Allan Reed, Managing Editor - Atlantic LNG Americas and EMEA, S&P Global Platts
David Greely, Chief Economist, Abaxx Exchange
Douglas Hengel, Senior Consultant, LNG Allies
Nevena Todorova, Principal Consultant, Enuit
Dr. Craig Pirrong, Professor Bauer College of Business, University of Houston
PANEL DISCUSSION
• Impact of Ukraine war on LNG markets
• Market and infrastructure development over the last few years
• LNG as transitional fuel to net zero/ LNG’s place in ESG portfolio
• Market development challenges
CCRO Perspective: Risk Management Challenges in LNG Markets
Bob Anderson, Executive Director, CCRO
Gary Taylor, Global head of Risk Transformation, Shell
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
Managing Credit Risk in LNG Markets
Eric Twombly, Credit Risk Manager, Golden Pass LNG
Impact of Ukraine War on LNG Shipping
Jason Feer, Head of Business Intelligence, Poten and Partners
Cara Striegold, GBU PRM Risk Manager, Bechtel Corporation
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?
OUR SPEAKERS
Featuring the industry’s foremost authorities in LNG trading, hubs & price benchmarks
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