Registration & Networking Welcome Breakfast | Located in: Dutch Pavilion, Shangri-La Singapore

Global LNG & Gas Business Dynamics

• The fundamental structure of the LNG business, the key players, and their motivations
• The LNG supply and value chain - looking at the shock waves that have impacted our business in the last 12 months – including the Ukraine crises and price volatility
• How LNG is priced, How LNG is contracted, long term and short term. Demystifying the jargon and looking to the future
• The outlook for LNG import markets, how they are structured: the increasingly importance of Europe, and the role of Asia moving forward
• Energy Transitions
  • The progression to Net Zero
  • LNG and its role
  • Overview of Cleaning up the supply chain - initiatives throughout the supply chain
• Bringing it all together - COP26 crossroads - a fundamentals skew in our business for the better or worse?

Networking Lunch

Energy Transition and Security Implications for LNG Markets, Contracts and Pricing

• GHG footprint for natural gas and LNG supply chains
• Policy scenarios for GHG mitigation (e.g. regulation, taxation and/or price incentives)
• Implications for international pricing and trade of natural gas and LNG
• Implications for price reviews and other international dispute resolution
• Strategic priorities and options for LNG suppliers/sellers and consumers /buyers
• Commercially viable strategies for mitigating methane emissions
• Achieving synergy in the energy transition across the value chain from wellhead to border
• How does the decarbonisation of LNG differ from that of pipeline gas?

Registration & Welcome Breakfast | Located in: Tower Ballroom, Shangri-La Singapore

Tanya Crossick, Vice President - Energy, dmg events Gives the Welcome Speech

Chair’s Opening Remarks

SESSION 1 - Panel Discussion: Asia Pacific LNG Developments in a Global Context: Reshaping and Outlining the New Direction for LNG

• Shockwaves from the Russia-Ukraine conflict
• High prices, high volatility, and their impact on LNG demand growth
• Climate change considerations – Net zero ambitions and the follow through – what is changing in Asia and what is the outlook to 2030 from key LNG companies
• Development of new liquefaction – opportunities for Greenfields and expansions
• How can LNG help to support and supplement the development of the hydrogen industry over the next decade?

Questions & Answers

Networking Coffee Break

SESSION 2 – Panel Discussion: Long-Term LNG Contracting vs Short Term Trading

• How do events from 2020- to date affect the ways Asian companies look at LNG supply?
• Finding the balance for buyers between supply security and diversification vs short term trading to manage their supply businesses
• Asia’s expiring term contracts in the 2020s and the strategy to manage them
  • Rollovers
  • New trends in term contracting, flexibility and choice of price indexes
• Navigating volatility and illiquidity – what lessons can be learnt from 2020 - to date
• Globalisation of short-term trading: How has this impacted Asian buyers?
• Renewed opportunities for USLNG?
• The need for more risk management to manage pricing exposures
• Carbon neutral LNG trading developments – how sustained a drive is it in Asian markets?
  • Developments in acceptable Measurement, Reporting and Validation standards
  • How quickly can we get to an agreed industry standard and implement it?

Questions & Answers

Networking Lunch

SESSION 3 – Asian Markets Demand Outlook: How are Markets Responding to Current Developments?

• Mature markets: specific developments in Japanese, S Korean and Taiwanese LNG demand centres
• How are Asian buyers reacting to higher prices? Will regional participants send volumes to Europe or try to maintain LNG supply in the East?
• Growing markets:
  • China, its 2030 gas demand outlook and the prospects for LNG growth
  • Is 150 Mtpa of imports by 2030 plausible?
  • Considerations for SOEs and the private companies
  • Indian sub-continent – the effects of sustained high prices on demand
  • SE Asian Markets: their growth targets and their strategies
• New markets: Prospects for Vietnam, Philippines, Australia and Sri Lanka

Questions & Answers

Networking Coffee Break

SESSION 4 – The Drive for Decarbonisation in the Global LNG Market and Energy Transition in Asia

• Net Zero commitments from Asian markets; How realistic/achievable are their targets?
• Key targets: displacement of coal and complementarity with renewables
• Latest innovations in decarbonising the LNG supply chain cost effectively
• How much of a priority for Asian buyers is low methane intensity in a disrupted volatile LNG business environment?
• Adoption of Best practice in Measurement/Reporting/Verification (MRV) of GHG emissions for the LNG supply chain
• The marketing drive to promote low carbon LNG in the current business environment
• The growth of the hydrogen value chain in Singapore:
  • Commercial opportunities and challenges
  • The role of LNG suppliers

Questions & Answers

End of Conference Day One

Registration and Welcome Coffee | Located in: Tower Ballroom, Shangri-La Singapore

Chair’s Day One Recap

SESSION 5 – Adaptations of LNG Business Models: Key Commercial Trends from Buyers, Suppliers and Service Providers

• LNG supply: are we going back to basics on needing supply security from contracting, yet needing lots of embedded flexibility to trade?
• Best practice and insight on pricing optionality within SPAs?
• What is the new standard for a “long term” contract, and can new liquefaction be financed easily?
• Is modular USLNG proving to be a modern flexible business model to fast-track new supply for Asia?
• Reactions from established suppliers competing with the USLNG business model
• Pricing: what is emerging as the preferred indexation from the perspective of key LNG buyers and sellers?

Questions & Answers

Networking Coffee Break

SESSION 6 - LNG Financing Panel: How are Lenders Responding to the Current Environment?

• Market composition: How are traditional Asian markets responding to the new market dynamics that have taken affect since the Ukraine crisis?
• How many LNG supply projects will we see reach FID over the next two years?
• How are financiers responding to unprecedented gas prices and volatility and is now the best time to finance?
• What do host governments need to do to (either) promote LNG supply quickly (or) promote LNG as a new demand centre?
• ESG considerations for investors: What are the current attitudes towards LNG project investments?
• What are the hurdles associated to the development of non-traditional markets in Asia?
• Successful examples of opening new LNG import markets through value chain investments?

Questions & Answers

Networking Lunch

Energy Components By Quorum: Managing The Commercial Complexity Of The LNG Value Chain And Serving An Industry In Transition

SESSION 7 - LNG Shipping Panel: Key Considerations in an Evolving Market

• The global fleet: Outlook on LNG shipping capacity and availability of shipping
• IMO rule changes for decarbonisation – and impact on the Global LNG business
• How can we increase optimisation and efficiency to improve shipping capacity?
  • How much additional capacity can be created here simply by optimising vessel use?
• New trends in integration of LNG trading and shipping:
  • Standardisation and simplification of trading and chartering
  • Speed to transact
  • LNG charter rate forward curve
• Current commercial considerations:
  • Outlook and forward forecast for charter rates
  • Progress of freight derivatives to manage market risk
• The projected demand growth in LNG bunkering and new considerations
• LNG facing competition from other fuels such as ammonia and hydrogen from costs and efficiency perspectives
• Electrification of shipping

Networking Coffee Break

SESSION 8 - Panel Discussion: Carbon Markets: The New Frontier Of Climate Action

• Overview of carbon markets and the role of carbon pricing in the energy transition
• Voluntary Carbon Markets in Asia Pacific: What are the challenges to scaling up the market?
• The evolution of Singapore as a carbon services and trading hub
• What are the best strategies for companies designing their portfolio to meet climate goals?

Questions & Answers