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www.cwclng.com/worldlng © CWC Group Ltd 2016 – This agenda is a draft for discussion purposes and does not represent the final agenda. Not for circulation.
Confirmed Speakers
H.E. Ana Paula Vitorino, Minister of Sea, Republic of Portugal
Mohamed A. Elmasry, Chairman, EGAS
Kazushige Tanaka, Director of the International Affairs Division Agency for Natural Resources and Energy (ANRE), Ministry of Economy, Trade and Industry (METI) Japan
Amani Al-Azzam, Secretary General, Ministry of Energy and Mineral Resources, Jordan
Laurent Vivier, President Gas, Total
Khalid Sultan R. Al-Kuwari, Chief Marketing & Shipping Officer, RasGas Company Limited
Subir Purkayastha, Director – Finance & Marketing, GAIL (India) Ltd.
Kunio Nohata, Executive Director, Tokyo Gas Co., Ltd.
Hiroki Sato, Senior Executive Vice President, Chief Fuel Transactions Officer, JERA Co. Inc.
Prabhat Singh, CEO, Petronet LNG Ltd
Ahmad Adly Alias, Vice President, LNG Trading and Marketing, PETRONAS
Djohardi Angga Kusumah, Senior Vice President Gas & Power, Pertamina
Jane Liao, Deputy CEO, Natural Gas Business, CPC Corporation
Martin Houston, Executive Vice Chairman, Tellurian Investments
Delia Proteasa, Global Head of LNG Trading, Gazprom Marketing & Trading
Jonty Shepard, COO LNG, BP
Steve Hill, Executive Vice-President for Gas & Energy Marketing and Trading, Shell
Philip Olivier, CEO, Engie Global LNG
Jean-Marie Dauger, President, GIIGNL
Eric Bensaude, Managing Director, Commercial Operations & Asset Optimisation, Cheniere Marketing
Ryan Schleicher, Director, Commercial, Jordan Cove LNG, LLC
Octávio M. C. Simões, President, Sempra LNG
Jose Simon, SVP Global Gas & Origination, Iberdrola
Greg Vesey, CEO & Managing Director, LNG Limited
Kathleen Eisbrenner, Chairman & CEO, NextDecade
Kees van Seventer, Group Commercial President, Royal Vopak & Global Director, Vopak LNG
David Carroll, President, IGU
Philip Lambert, CEO, Lambert Energy Advisory
Uwe Bode Managing Director, PGNiG Supply & Trading GmbH
Monika Zsigri, Policy Officer, DG Energy, European Commission
Philippe Berterottiѐre, Chairman & CEO, GTT
Ulco Vermeulen, Member of the Executive Board and Director Participations & Business Development, Gasunie
Patrick Janssens, Vice President, Global Gas Solutions, ABS
Rosario Sgarioto, Global Head of Trading – LNG, LPG, Freights, PetroChina International
Desmond Wong, Managing Editor, Europe LNG, S&P Global Platts
Katan Hirachand, Managing Director – Energy Project Finance, Societe Generale
Moriyuki Aida, Executive Officer for Europe, the Middle East & Africa, JBIC
Geoffroy Hureau, Secretary General, Cedigaz
Martin Paliga, Managing Director, Galway Group
Graham Hartnell, Manager, LNG & Gas Consulting, Poten & Partners
Christopher Goncalves, Chair & Managing Director, Energy, BRG
Xingshan Zhu, Senior Director – Planning Department, CNPC
Steven Miles, Partner, Head of LNG Practice, Baker Botts L.L.P.
Jason Bennett, Partner, Co-Chair - Global Projects, Baker Botts L.L.P.
Tom Holmberg, Partner, Baker Botts L.L.P.
www.cwclng.com/worldlng © CWC Group Ltd 2016 – This agenda is a draft for discussion purposes and does not represent the final agenda. Not for circulation.
Brian Bradshaw, Partner, Morgan, Lewis & Bockius L.L.P.
Luis Sánchez, Head of LNG Trading, Uniper
Richard Nelson, Partner, King & Spalding
Javier Moret, Head of LNG, RWE Supply & Trading GmbH
Paul Sullivan, Senior Vice President – Global LNG and FLNG, WorleyParsons Group
Mahinde Abeynaike, CEO, Bomin Linde LNG GmbH & Co.KG
Robertas Kogelis, Head of Small Scale LNG, Klaipedos Nafta AB
Debbie Turner, Senior Shipping Advisor, SSY Gas
James Henderson, Senior Research Fellow, Oxford Institute for Energy Studies
Tom Strang, SVP, Maritime Affairs, Carnival Corp & plc.
Stefaan Adriaens, Commercial Manager, Gate terminal B.V.
Pat Roberts, Managing Director, LNG-Worldwide Ltd
Martin Lambert, Commercial Manager, Shell LNG
Melissa Lindsay, Global Head of LNG, Tullett Prebon
David Ledesma, Independent Consultant, South-Court Ltd
Li Yao, CEO, SIA Energy
Andy Flower, Independent Consultant, Flower LNG
Tom Choi, Director, BRG
John House, Managing Consultant, BRG
www.cwclng.com/worldlng © CWC Group Ltd 2016 – This agenda is a draft for discussion purposes and does not represent the final agenda. Not for circulation.
18:30 – 20:30 Pre-Registration & Welcome Drinks Reception Arts Hotel, 40th Floor hosted by
PRE-SUMMIT MASTERCLASS –
MONDAY 12 DECEMBER
Masterclass B: The New World of LNG Marketing &
Pricing
Hosted by:
A brief but instructive history of LNG Marketing
Overview of core LNG marketing terms
Flexible sales and delivery terms – how the 2000s changed the LNG supply market
LNG deals in today’s market o Short- and medium-term contracting
LNG marketing models to support new LNG projects – sales, tolling, and quasi-tolling
o Understanding LNG supply from traded gas hubs like Henry Hub
o Matching LNG supply into Europe –
challenges for buyers and sellers
Around the horn – what’s on offer in the long-term LNG supply market?
o Confirmed supply markets – Australia, Middle East, S.E. Asia, U.S.A., Africa, and Russia
o Other potential sources of LNG – Canada, Israel/Cyprus, Venezuela, Mexico, Iran, and Azerbaijan
Drumming up demand exercise – challenges in matching LNG supply sources to new clients
Price reviews and international arbitration – disputes on price relating to the cost of gas and market benchmark pricing under the terms of the contracts
LNG tolling and FOB models – what are the new commercial and operation risks and opportunities?
Masterclass Leaders: Chris Goncalves, Co-Chair & Managing Director, Energy, BRG Tom Choi, Director, BRG
John House, Managing Consultant, BRG Steven Miles, Partner, Head of LNG Practice, Baker Botts L.L.P. Jason Bennett, Partner, Co-Chair - Global Projects, Baker Botts L.L.P. Tom Holmberg, Partner, Baker Botts L.L.P.
Masterclass A: What are the Long-Term Prospects for LNG?
An overview of the state of the LNG industry at the
end of 2016
What can we expect for LNG supply, demand and
prices in 2017?
A forecast of the outlook for LNG supply and demand
over the period to 2030
When will new liquefaction capacity be needed to
add to the plants in operation and under
construction?
Where will the next phase of growth in demand
come from?
An assessment of recent developments in LNG pricing
and the outlook for prices
How are LNG trade flows changing and what is the
outlook for short-term trading?
Masterclass Leader: Andy Flower, Independent Consultant, Flower LNG
Registration for the seminars and Summit begins at 09:00 The briefings run from 10:00 to 18:00 with breaks for coffee (at 11:30 and 16:00) and lunch (at 13:30).
www.cwclng.com/worldlng
© CWC Group Ltd 2016. Speakers are confirmed unless otherwise stated. For further information, please contact Tanya Crossick [email protected]
SUMMIT DAY ONE – TUESDAY 13 DECEMBER 2016 07:30 Registration and Welcome Coffee 08:40 Chair’s Opening Remarks Pat Roberts, Managing Director, LNG-Worldwide Ltd 08:50 State of the Industry Opening Address Martin Houston, Executive Vice Chairman, Tellurian Investments
09:00 SESSION 1: PANEL DISCUSSION
A Top Down View of the Global LNG Market
Geopolitical issues impacting our business: US, Iran, Russia
Crude oil prices: What do the current dynamics mean for LNG?
Implications of COP 21: What’s changed?
How significant a role does gas have in complimenting renewables?
LNG global supply/demand balance to 2025 - what are the key features and what role will USLNG play?
When is new liquefaction needed and what is the impact on current projects?
Gas advocacy: your industry needs you to promote it! Moderator:
Pat Roberts, Managing Director, LNG-Worldwide Ltd Confirmed Speakers:
Khalid Sultan R. Al-Kuwari, Chief Marketing & Shipping Officer, RasGas Company Limited
Laurent Vivier, President Gas, Total
Kazushige Tanaka, Director of the International Affairs Division Agency for Natural Resources and Energy (ANRE), Ministry of Economy, Trade and Industry (METI) Japan
Eric Bensaude, Managing Director, Commercial Operations & Asset Optimisation, Cheniere Marketing
Questions & Answers
10:15
Networking Coffee Break hosted by
CWC 17th World LNG Summit: 2016 Draft Programme
www.cwclng.com/worldlng
© CWC Group Ltd 2016. Speakers are confirmed unless otherwise stated. For further information, please contact Tanya Crossick [email protected]
10:45 SESSION 2
It’s All About LNG Demand!
Building the supply chain
The new commercial demand coming from LNG buyers
The movement of sellers further towards downstream
The blurring of lines between buyers and sellers: promoting partnerships
The competitive threat from the remarketing of LNG from amortised projects
Small scale LNG prospects
Is there optimism in the transportation sector?
New emerging players: which countries will create meaningful demand?
Gas competitiveness: What does gas have to prove?
Fuel-switching: What are the critical pricing points for gas to displace coal in key markets?
Market overview: Where are the best LNG demand growth prospects? o How much new demand can be created by 2020? o Can small pockets of demand be aggregated effectively to control supply costs? o What are governments doing to help boost gas demand (and reduce dependency on
coal and nuclear)?
How can the credit-worthiness of smaller buyers be managed/ improved?
New demand countries: e.g. activities in Ghana, Bangladesh, Morocco and others Moderator:
Richard Nelson, Partner, King & Spalding
Conformed Speakers
Subir Purkayastha, Director – Finance & Marketing, GAIL (India) Ltd.
Steve Hill, Executive Vice-President for Gas and Energy Marketing and Trading, Shell
Jonty Shepard, COO LNG, BP
Uwe Bode Managing Director, PGNiG Supply & Trading GmbH Geoffroy Hureau, Secretary General, Cedigaz
Questions & Answers
12:15 Networking Lunch hosted by
13:45 SESSION 3
Asia LNG Panel: Spotlight on New LNG Demand Opportunities in the Region
What will Japan do next: How uncertain is LNG demand, for how long and what are the consequences?
Is there scope to grow LNG demand in China significantly?
www.cwclng.com/worldlng
© CWC Group Ltd 2016. Speakers are confirmed unless otherwise stated. For further information, please contact Tanya Crossick [email protected]
How can India’s latent LNG demand be unleashed? LNG to Power
How can LNG sellers help stimulate new projects? o Is it inevitable suppliers will move further downstream to create new demand? o How is risk and reward being shared between buyers and sellers?
What will Japan’s deregulated gas and power markets mean for LNG demand?
What competitive LNG proposition is needed for new buyers looking to supply power stations (large and small)
Coal to gas switching: What are the main challenges for power companies when substituting to LNG?
Moderator:
Martin Houston, Executive Vice Chairman, Tellurian Investments Confirmed Speakers:
Kunio Nohata, Executive Director, Tokyo Gas Co., Ltd.
Hiroki Sato, Senior Executive Vice President, Chief Fuel Transactions Officer, JERA Co. Inc.
Philip Olivier, CEO, Engie Global LNG
Jane Liao, Deputy CEO, Natural Gas Business, CPC Corporation, Taiwan
Ahmad Adly Alias, Vice President, LNG Trading and Marketing, PETRONAS
Djohardi Angga Kusumah, Senior Vice President Gas and Power, Pertamina
Questions & Answers 15:15 Networking Coffee Break hosted by
15:45 SESSION 4
The Growing Pivotal Role for Europe in the Global LNG Business
Will Europe set the floor price for global LNG?
The impact of USLNG and marginal USLNG economics of supplying LNG to Europe
Value of securing term regasification capacity – how important is it?
Russia’s outlook on Europe
Eastern Europe – what are the new expected gas flows?
Which European countries will have a growing role in the global LNG business to 2020?
What are the European incentives to switch from coal to LNG in terms of subsidies, legislation and regulations?
Moderator:
David Ledesma, Independent Consultant, South-Court Ltd Confirmed Speakers:
Monika Zsigri, Policy Officer, DG Energy, European Commission
Jose Simon, SVP Global Gas & Origination, Iberdrola
Graham Hartnell, Manager, LNG & Gas Consulting, Poten & Partners
www.cwclng.com/worldlng
© CWC Group Ltd 2016. Speakers are confirmed unless otherwise stated. For further information, please contact Tanya Crossick [email protected]
James Henderson, Senior Research Fellow, Oxford Institute for Energy Studies
Questions & Answers 17:00 SESSION 5:
The Big Discussion: What Does the Future Hold for Gas to Power & What Can We do to Promote Our Industry?
Guest Moderator: Gavin Esler, Television and Radio Broadcaster, Novelist and Journalist With COP21 last year driving a greater shift to lower-carbon energy production, with increased investment in renewable energy and renewable energy targets globally, this discussion will examine:
The role of gas in a low-carbon global economy – what more needs to be done to promote gas as the energy source of the future in developed and developing nations?
Why are gas and renewables the prefect partners and not mutually exclusive?
The future energy mix: Renewables and…? Removing coal from the equation
Confirmed Speakers: Jean-Marie Dauger, President, GIIGNL David Carroll, President, IGU Philip Lambert, CEO, Lambert Energy Advisory Questions & Answers 18:00 Close of Summit Day One 19:00 – 20:00 Drinks Reception 20:00 – 22:00 12th Annual Awards Dinner hosted by
Venue:
La Casa Llotja de Mar
Passeig d’Isabel II 1, Barcelona
Buses will leave at 6.30pm. Please meet in the Hotel Arts Lobby
***NEW FEATURE*** Awards presented by Gavin Esler, award
winning television and radio broadcaster, novelist and journalist
www.cwclng.com/worldlng
© CWC Group Ltd 2016. Speakers are confirmed unless otherwise stated. For further information, please contact Tanya Crossick [email protected]
SUMMIT DAY TWO – WEDNESDAY 14 DECEMBER 2016
07:45 Welcome Coffee 08:45 Chair’s Opening Remarks Pat Roberts, Managing Director, LNG-Worldwide Ltd 09:00 Keynote Addresses: Natural Gas and LNG Future in Egypt Mohamed A. Elmasry, Chairman, EGAS
09:30 SESSION 6
Modern Commercial Developments: A Time for Creativity and Innovation
Smaller term contracts and shorter durations: Will these become the norm?
IT systems for managing 160Mtpa of short term trading
How can the price review process be made more efficient?
Does everyone need to aspire to be a Global Portfolio player?
Business model trends: Market fragmentation vs consolidation
Redefining the meaning of buyers/ sellers/ project developers
Managing creditworthiness of new smaller buyers, new to LNG commitments Moderator:
Martin Lambert, Commercial Manager, Shell LNG Confirmed Speakers:
Prabhat Singh, CEO, Petronet LNG Ltd
Xingshan Zhu, Senior Director – Planning Department, CNPC
Christopher Goncalves, Chair and Managing Director, Energy, BRG
Brian Bradshaw, Partner, Morgan, Lewis & Bockius LLP
Luis Sánchez, Head of LNG Trading, Uniper
Questions & Answers 10:45 Networking Coffee Break hosted by 11:30 SESSION 7
Extracting More Value Out of LNG Infrastructure
Trends in optimising operational supply chain costs
LNG shipping; spot chartering, pooling and the simplification of the spot charter agreement
The expected added value of the Panama canal
www.cwclng.com/worldlng
© CWC Group Ltd 2016. Speakers are confirmed unless otherwise stated. For further information, please contact Tanya Crossick [email protected]
Increasing LNG import terminal utilisation A focus on trends in LNG shipping
What is the state of the fleet and the order book?
Will small-scale LNG ships become more economical to build?
Pooling and optimisation of shipping – what can we expect?
Update on the MLP, what are the new ways of financing LNG carriers? Developing FSRUs and regasification terminals: Are sellers becoming more involved?
Market update on FSRUs, projects under construction and pre-FID
Are we seeing a trend in LNG suppliers investing in downstream to ensure the timely development of FSRUs?
How readily and cost-effectively can existing vessels be converted to FSRUs?
How easy is it to raise funds for new regasification terminals?
Moderator:
Patrick Janssens, Vice President, Global Gas Solutions, ABS Confirmed speakers:
Amani Al-Azzam, Secretary General, Ministry of Energy and Mineral Resources, Jordan
Martin Paliga, Managing Director, Galway Group Kees van Seventer, Group Commercial President, Royal Vopak and Global Director, Vopak LNG
Philippe Berterottiѐre, Chairman & CEO, GTT
Ulco Vermeulen, Member of the Executive Board and Director Participations & Business Development, Gasunie
Debbie Turner, Senior Shipping Advisor, SSY Gas
Questions & Answers 13:00 Networking Lunch
Want to sponsor? Please contact Tyler Forbes +44 20 7978 0061 or Elliott McGinn +44 20
7978 0029 or email: [email protected]
14:30 Keynote Addresses H.E. Ana Paula Vitorino, Minister of Sea, Republic of Portugal
14:40 SESSION 8
Regaining the Balance: When Will We Need New LNG Supply to Come Online?
Market Fundamentals: the shift towards supply being long for longer o What are the reactions from existing producers? o What are the reactions from amortised stranded gas projects? Will they start to
compete more strongly when their existing long term contracts expire? o When is new LNG supply going to be needed?
What changes are being made to keep new liquefaction projects competitive? o Striving to reduce EPC costs o Small scale, modularisation vs large trains
www.cwclng.com/worldlng
© CWC Group Ltd 2016. Speakers are confirmed unless otherwise stated. For further information, please contact Tanya Crossick [email protected]
Which prospects seem to be the most likely to take FID and where?
Buyers’ perspectives on new LNG supply
The impact of the U.S. Election on additional LNG supply from the U.S Moderator:
Steven Miles, Partner, Head of LNG Practice, Baker Botts L.L.P. Confirmed Speakers:
Octávio M. C. Simões, President, Sempra LNG
Greg Vesey, CEO and Managing Director, LNG Limited
Kathleen Eisbrenner, Chairman & CEO, NextDecade
Ryan Schleicher, Director, Commercial, Jordan Cove LNG, LLC
Li Yao, CEO, SIA Energy
Questions & Answers
16:00 Networking Coffee Break hosted by
16:30 SESSION 9
CWC LNG TRADING EXCHANGE
in association with
LNG Goes Mainstream: Onwards and Upwards to More LNG Trading and New Hubs
The rise of the trading house in the LNG business
Which new pricing indices are likely to develop?
Tenders: With a scaling up of spot and short term activity, how can we make sales more efficient?
LNG put on the spot: Get ready for LNG to go more mainstream
How much further along is the shift of LNG from a valued product towards a commodity?
Current trends taking us towards more commoditisation
LNG hub developments regionally
How many regional pricing indices does the global LNG business need?
LNG shipping developments in parallel to enable the spot market to grow
How can credit issues be managed to facilitate and stimulate more demand growth? Moderator:
Pat Roberts, Managing Director, LNG-Worldwide Ltd Confirmed Speakers:
Delia Proteasa, Global Head of LNG Trading, Gazprom Marketing & Trading
Javier Moret, Head of LNG, RWE Supply & Trading GmbH
Rosario Sgarioto, Global Head of Trading – LNG, LPG, Freights, PetroChina International
Desmond Wong, Managing Editor, Europe LNG, S&P Global Platts
www.cwclng.com/worldlng
© CWC Group Ltd 2016. Speakers are confirmed unless otherwise stated. For further information, please contact Tanya Crossick [email protected]
Melissa Lindsay, Global Head of LNG, Tullett Prebon Questions & Answers
17:45 Close of Summit Day Two
Buses will leave at 6.30pm. Please meet in the Hotel Arts Lobby
SUMMIT DAY THREE – THURSDAY 15 DECEMBER 2016
08:30 Welcome Coffee 09:15 SESSION 10: PANEL DISCUSSION
Investing in the LNG Supply Chain: Is It Still Attractive to the Capital Markets?
How easy is it to raise finance for LNG investments?
How is LNG competing with renewables?
What are banks looking for in their new LNG investments?
Shorter term financing o What models are possible? o Is there a willingness to lend against a project that doesn’t have certainty in full long
term offtake?
Can LNG projects today be financed on NBP sales?
Examples of success Moderator:
Jason Bennett, Partner, Co-Chair - Global Projects, Baker Botts L.L.P. Confirmed Speakers:
Moriyuki Aida, Executive Officer for Europe, the Middle East & Africa, JBIC
Katan Hirachand, Managing Director – Energy Project Finance, Societe Generale
Paul Sullivan, Senior Vice President - Global LNG and FLNG, WorleyParsons Group
Questions & Answers 10:30 Networking Coffee Break
18:30 – 20:30 Drinks Reception hosted by W Hotel Barcelona: Eclipse Lounge
www.cwclng.com/worldlng
© CWC Group Ltd 2016. Speakers are confirmed unless otherwise stated. For further information, please contact Tanya Crossick [email protected]
11:00 KEYNOTE INTERVIEW Interviewer:
David Ledesma, Independent Consultant, South-Court Ltd Confirmed Speaker:
Tom Strang, SVP, Maritime Affairs, Carnival Corp & plc. 11:15 SESSION 11:
Taking LNG into the New Energy World
Small-scale LNG
What are the challenges to be overcome to grow small-scale LNG efficiently and quickly?
How can we make small-scale economical in order to unlock new demand?
Is infrastructure an issue? What issues need to be overcome to develop small-scale LNG in emerging markets?
What are the next steps in developing LNG as a fuel for transport? Moderator:
David Ledesma, Independent Consultant, South-Court Ltd Confirmed Speakers:
Mahinde Abeynaike, CEO, Bomin Linde LNG GmbH & Co.KG
Robertas Kogelis, Head of Small Scale LNG, Klaipedos Nafta AB
Tom Strang, SVP, Maritime Affairs, Carnival Corp & plc. Stefaan Adriaens, Commercial Manager, Gate terminal B.V.
Questions & Answers
12:30 Chair’s Closing Remarks Pat Roberts, Managing Director, LNG-Worldwide Ltd 12:45 Networking Lunch and Close of 17th Annual World LNG Summit
