Masterclasses – 28th November 2017

2017 Programme

Masterclasses | Day One | Day Two | Day Three


09:00

Registration & Welcome Coffee


10:00

Pre-Summit Masterclasses


Speakers

Andy Flower - Independent Consultant  - Flower LNGAndy FlowerIndependent Consultant Flower LNG
Christopher Goncalves - Chair and Managing Director, Energy - BRGChristopher GoncalvesChair and Managing Director, EnergyBRG
Tom Holmberg - Partner - Baker Botts L.L.P.Tom HolmbergPartnerBaker Botts L.L.P.
John White - Partner - Baker Botts L.L.P. John WhitePartnerBaker Botts L.L.P.

Masterclass A:

Masterclass Leader:

Andy Flower, Independent Consultant, Flower LNG

What are the Long-Term Prospects for LNG?

  • An overview of the state of the LNG industry at the end of 2017
  • What can we expect for LNG supply, demand and prices in 2018?
  • 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 B:

AM: LNG Portfolio Management in the Era of Abundance & Flexibility

 

Hosted by: Berkeley Research Group (BRG)

Masterclass Leader:

Chris Goncalves, Co-Chair & Managing Director, Energy, BRG

  • Outlook for supply, demand, and market physical and commercial balances
  • New commercial trends facing buyers and sellers:
    • Increased spot trade
    • Diversified SPA pricing: Oil, Hybrid, TTF, NBP, Henry Hub
    • New SPA terms: shorter duration, more flexible, destination unrestricted
  • SPA renegotiation/review and expiry/recontracting between over-contracted buyers and under-sold sellers
    • How to reprice existing contracts through price reviews and disputes and
    • How to price new contracts
    • How to value and price delivery flexibility

PM: Developing an LNG Regasification Project: Issues and Considerations

Hosted by: Baker Botts

Masterclass Leaders:

Tom Holmberg, Partner, Baker Botts L.L.P.

John White, Partner, Baker Botts L.L.P.

  • A Brief but Instructive overview of the current market
    • The current commercial landscape and supply/demand dynamic.
    • Summary of recent -- and possible future -- actions of regulatory agencies in Japan and the European Union and their possible effects on market dynamics
  • Principles of structuring and developing an LNG-to-power project in the current market
    • Selecting a commercial model
  • Negotiation and alignment of project agreements, including joint venture agreement, terminal use agreement, charter agreements, power purchase agreement, and financing arrangements
  • LNG supply, including procurement strategy, pricing, quantities, and diversions
  • Discussion and Group Exercise
    • To close out the workshop, attendees will apply the
      principles discussed in the context of a hypothetical
      LNG-to-Power project
11:30  -  12:00

Morning Networking Coffee Break


13:30  -  14:30

Networking Lunch


16:00  -  16:30

Afternoon Networking Coffee Break


18:00

End of Pre-Summit Masterclasses


18:00  -  20:00

Pre-Registration & Welcome Drinks Reception


Hosted by

  • Tellurian

Venue

Epic Sana Lisboa Hotel, Scale Bar, Ground Floor

Please click here for Conference Day 1

© The CWC Group 2017