Day One – 29th November 2017

2017 Programme


07:45  -  08:45

Registration & Welcome Coffee


08:45  -  09:00

Chair’s Opening Remarks


Speakers

Pat Roberts - Managing Director - LNG-Worldwide LtdPat RobertsManaging DirectorLNG-Worldwide Ltd

09:00  -  09:15

Opening Ministerial Address


Speakers

H.E. Ana Paula Vitorino - Minister of Sea - Republic of PortugalH.E. Ana Paula VitorinoMinister of SeaRepublic of Portugal

09:15  -  09:30

Opening Keynote Address


Speakers

Carlos Gomes da Silva - CEO - Galp Carlos Gomes da SilvaCEOGalp

 

09:30  -  11:00

SESSION 1 – PANEL DISCUSSION – A Top Down View of the Global LNG Market


Speakers

Moderator: Pat Roberts - Managing Director - LNG-Worldwide LtdModerator: Pat RobertsManaging DirectorLNG-Worldwide Ltd
Masato Sasaki - Director, Oil & Gas Division - Ministry of Economy, Trade & Industry (METI), JapanMasato SasakiDirector, Oil & Gas DivisionMinistry of Economy, Trade & Industry (METI), Japan
Carlos Gomes da Silva - CEO - Galp Carlos Gomes da SilvaCEOGalp
Ali Khalaf Al-Kaabi - Interim Chief Marketing & Shipping Officer - RasGas Company LimitedAli Khalaf Al-KaabiInterim Chief Marketing & Shipping OfficerRasGas Company Limited
Meg Gentle - President and Chief Executive Officer - Tellurian Inc.Meg GentlePresident and Chief Executive OfficerTellurian Inc.
Eric Bensaude - Managing Director, Commercial Operations & Asset Optimisation - Cheniere MarketingEric BensaudeManaging Director, Commercial Operations & Asset OptimisationCheniere Marketing

 Macro Business Environment

  • Global oil price outlook and their impact on the LNG industry
  • Validating the role of gas/ LNG in the energy mix

LNG Supply

  • Key features of the global LNG supply forecasts to 2025
  • The impact of oversupply – just a business cycle, or the start of a permanent change?

LNG Demand

  • Can we rely on COP21 to stimulate a positive move away from coal?
    • Effect of the US opt out
    • Renewables: A friend or foe for LNG?
  • How quickly can we develop new sustainable LNG demand?

Questions & Answers

11:00  -  11:30

Networking Coffee Break


Hosted by

  • BP

 

11:30  -  13:00

SESSION 2 – Reflecting Reality: New Trends & Market Dynamics in the Global LNG Business


Speakers

Moderator: Steven Miles - Partner, Head of LNG Practice - Baker Botts L.L.P.Moderator: Steven MilesPartner, Head of LNG PracticeBaker Botts L.L.P.
Laurent Vivier - Senior VP, Gas Division - TotalLaurent VivierSenior VP, Gas DivisionTotal
Frédéric Barnaud - Executive Director - Gazprom Marketing & TradingFrédéric BarnaudExecutive DirectorGazprom Marketing & Trading
Jonty Shepard - Global Head of LNG - BPJonty ShepardGlobal Head of LNGBP
Peter Abdo - Global Head of LNG & Origination - Uniper Global CommoditiesPeter AbdoGlobal Head of LNG & OriginationUniper Global Commodities
Tony Attah - Managing Director/Chief Executive Officer - Nigeria LNG LimitedTony AttahManaging Director/Chief Executive OfficerNigeria LNG Limited
Octávio M. C. Simões - President - Sempra LNG & MidstreamOctávio M. C. SimõesPresidentSempra LNG & Midstream

Consolidation and optimisation of buyers’ and sellers’ portfolios to protect margins

  • Will growth in trading lead to development of new trading platforms?
  • New pricing indexes
  • Development of derivatives
  • LNG shipping optimisation

Demand creation

  • Framing the opportunities: Key demand growth areas and sectors
  • Thinking differently to build new sustainable demand
  • Examples where innovation is unlocking demand
  • The sellers’ role in facilitating new investments
  • Small scale LNG – what is its potential by 2020, 2025?

New liquefaction costs

  • Value engineering – new trends developing
  • FLNG – can it provide a structurally lower cost base?
  • Characteristics of the projects that will lead the business forward

Questions & Answers

13:00  -  14:30

Networking Lunch


Hosted by

  • Ras Gas

14:30  -  15:45

SESSION 3 – Asia LNG Panel: Spotlight on New Opportunities in the Region


Speakers

Moderator: Martin Houston - Vice Chairman  - Tellurian IncModerator: Martin HoustonVice Chairman Tellurian Inc
Kunio Nohata - Executive Director - Tokyo Gas Co., LtdKunio NohataExecutive DirectorTokyo Gas Co., Ltd
Hiroki Sato - Senior Executive Vice President, Chief Fuel Transactions Officer - Jera Co., Inc.Hiroki SatoSenior Executive Vice President, Chief Fuel Transactions OfficerJera Co., Inc.
Chen Bo - President - UnipecChen BoPresidentUnipec
Djohardi Angaga Kusumah - Senior Vice President, Gas & Power - PT PertaminaDjohardi Angaga KusumahSenior Vice President, Gas & PowerPT Pertamina

Fragmentation: Current trends

  • Existing consumers buying smaller quantities
  • New smaller buyers entering the market
  • Innovative approaches to transacting LNG in the long, medium and short term
  • The growing pool of smaller LNG sellers

Consolidation: Current trends

  • Buyers forming JVs to gain strength through scale
  • What are the opportunities to pool resources in Asia?

Company acquisitions

  • The range of possibilities from mega mergers to smaller acquisitions

Questions & Answers

15:45  -  16:15

Networking Coffee Break


Hosted by

  • BP

 

16:15  -  16:30

INTERVIEW: What’s Next for Russian Gas in Europe & How Will this Impact LNG?


Speakers

Interviewer: David Ledesma - Independent Consultant - South-Court LtdInterviewer: David LedesmaIndependent ConsultantSouth-Court Ltd
Interviewee: James Henderson - Director, Natural Gas Programme - Oxford Institute for Energy StudiesInterviewee: James HendersonDirector, Natural Gas ProgrammeOxford Institute for Energy Studies

16:30  -  17:45

SESSION 4 – Demand Creation through Emerging Markets: Where Does LNG have a Competitive Advantage?


Speakers

Moderator: Richard Nelson - Partner - King & Spalding Moderator: Richard NelsonPartnerKing & Spalding
Jesus Bronchalo - Vice President LNG Market Development - ExxonMobil Gas & Power MarketingJesus BronchaloVice President LNG Market DevelopmentExxonMobil Gas & Power Marketing
Ann Collins - General Manager LNG Origination - Africa, Europe, South America - ShellAnn CollinsGeneral Manager LNG Origination - Africa, Europe, South AmericaShell
Maciej Woźniak - Deputy CEO - Polish Oil and Gas Company (PGNiG)Maciej WoźniakDeputy CEOPolish Oil and Gas Company (PGNiG)
Jun Nishizawa - Senior Vice President, Division COO, Energy Resources Division B - Mitsubishi CorporationJun NishizawaSenior Vice President, Division COO, Energy Resources Division BMitsubishi Corporation
Christopher Goncalves - Chair and Managing Director, Energy - BRGChristopher GoncalvesChair and Managing Director, EnergyBRG

  • Updates on new developments in Asia, Middle East, Africa, Atlantic Basin
  • Key development challenges: regulation, time taken for project development, credit worthiness
  • Gas to Power: Can LNG sellers provide the incentives to stimulate new projects?
  • How are FSRUs opening up markets and meeting demand?
  • New ways of sharing risks and rewards between buyers and sellers
  • Bringing it all together: how much demand can be realised by 2020, 2025?

Questions & Answers

17:45

Close of Summit Day One


19:00  -  22:00

13th Annual LNG Awards Evening


Hosted by

  • Cheniere

Drinks Reception followed by Awards Dinner

Venue

Museu Nacional dos Coches (National Museum of Coaches)

Praca Afonso de Albuquerque, Belem 1300-044

Buses will leave at 6.30pm. Please meet in the lobby of the Epic Sana Lisboa Hotel

Buses available from 22.00 onwards back to Epic Sana Lisboa Hotel

Awards presented by:

Rory Brenner

 

Please click here for Conference Day 2

 

© The CWC Group 2017