Summit Day One

 

07:45a.m.  -  08:45a.m.

Welcome Coffee & Registration


08:45a.m.  -  08:55a.m.

Chair’s Opening Remarks


Speakers

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

08:55a.m.  -  09:05a.m.

Keynote Address


Speakers

Rob Smith - Deputy Assistant Secretary for Oil & Natural Gas - U.S. Department of EnergyRob SmithDeputy Assistant Secretary for Oil & Natural GasU.S. Department of Energy

Keynote Address

Rob Smith, Deputy Assistant Secretary of Oil & Natural Gas, U.S. Department of Energy 

09:05a.m.  -  10:30a.m.

SESSION 1 – How are the Americas Impacting the Global LNG Industry in 2018?


Speakers

Eduardo Maranhão - CEO - CELSEEduardo MaranhãoCEOCELSE

Macro Business Overview
 Crude oil and HH prices: What is the outlook and potential impact on the LNG market?
 Global energy demand and the role of LNG
 Dealing with oversupply: How and for how long?


North America LNG project updates
 How competitive can the second wave of US LNG be?
-Timeline, competitiveness and liquefaction cost reductions
 Do US brownfield facilities have specific advantages in capturing demand?
 What happened with Canada and what does the future hold?


LNG Demand—where is the second wave of demand coming from?
 What’s the appetite for LNG from existing markets and where will new demand come from?
 What will be the role of Latin America in absorbing US LNG?
 What are the other relevant markets for US LNG in Asia and Europe?
 Are buyers willing to start signing long-term deals and help new projects moving forward?

10:30a.m.  -  11:00a.m.

Networking Coffee Break


Hosted By

  • BP

11:00a.m.  -  11:30a.m.

SESSION 2 – Changes in the Gas & LNG Regulatory Environment in the Americas


The new U.S. administration has announced a new strategic focus on prioritizing infrastructure investment and streamlining the permitting process for LNG export projects. This session will analyse the regulatory improvements over the last few months and what more changes are we likely to see in the near team

11:30a.m.  -  12:45p.m.

SESSION 3 – The Evolution of LNG Sales – Exploring Innovative Contract Structures


 What are the main legal, financing and contractual issues on this new buyers’ market?
 What are the new trends and forms of LNG sale and purchase agreements?
 How are sellers adapting to buyers and lenders requirements while staying competitive?
 How are traditional liability and risk allocations changing in the new models of LNG sales contracts?
 Will a new form of LNG sale and purchase agreement have any meaningful impact on the ability to achieve more emerging gas market penetration?
 Are there contractual ways to mitigate the risks of selling LNG to emerging markets?
 What will be the particularities of the next long-term PPA?

12:45p.m.  -  01:45p.m.

Networking Lunch


01:45p.m.  -  03:00p.m.

SESSION 4 – Financing LNG Development in the Americas


Speakers

Erik Codrington - Managing Director, Project Finance - MUFG Union BankErik CodringtonManaging Director, Project FinanceMUFG Union Bank
Michael Proskin - Managing Director, IBCM Global Power & Renewables - Credit SuisseMichael ProskinManaging Director, IBCM Global Power & RenewablesCredit Suisse
Nick Bellamy - Managing Director, Energy & Infrastructure Group - Crédit Agricole CIBNick BellamyManaging Director, Energy & Infrastructure GroupCrédit Agricole CIB
Anthony Licata - Executive Director, Infrastructure Finance & Advisory - J.P. MorganAnthony LicataExecutive Director, Infrastructure Finance & AdvisoryJ.P. Morgan
Luke Taylor - Senior Managing Director - Stonepeak Infrastructure PartnersLuke TaylorSenior Managing DirectorStonepeak Infrastructure Partners

Joint-Case Study: Understanding the Use and Benefits of Public Equity Markets
 Will we see a continuous increase in the use of public equity markets for raising project development-stage capital?
 What are the benefits and disadvantages of this type of development vehicle?
 Is this a reliable and solid alternative?


Panel Discussion: LNG Project Financing—New Structures and Innovative Strategies
 What are the primary challenges to sourcing development-stage capital for US LNG projects?
 What are the new models and strategies for project finance in this challenging context?
 What is the current appetite and capacity for commercial bank debt financing at the construction and operations stage?
 Are banks willing to participate in a project without long-term agreements? How flexible can they be and how would they structure the risk?
 Trends in equity investment and third-party debt financing
 How are banks, sponsors and aggregators addressing credit worthiness issues on the import side?
 How can you attract capital to build the required infrastructure among the different parts of the LNG value chain?

03:00pm  -  03:30pm

Networking Coffee Break


Hosted By

  • BP

03:30p.m.  -  04:15p.m.

SESSION 5 – Panel Discussion: Will LNG as a Fuel Become A Relevant Source of Demand in the Region?


Speakers

Dallas Smith - Detachment Chief - U.S. Coast Guard Detachment Chief, Liquefied Gas Carrier National Centre of ExpertiseDallas SmithDetachment ChiefU.S. Coast Guard Detachment Chief, Liquefied Gas Carrier National Centre of Expertise
David C. Stubbs - Director, Properties and Environmental Compliance - JAXPORT David C. StubbsDirector, Properties and Environmental ComplianceJAXPORT
Matt Jackson - Vice President, LNG Business Development - Crowley LNGMatt JacksonVice President, LNG Business DevelopmentCrowley LNG

King & Spalding

  • 009 King and Spalding

 What are the main benefits and challenges of LNG as a transportation fuel?
 What can the industry do to drive LNG demand in the transportation sector in the Americas?
 Exploring current opportunities and emerging regional markets
-Ports and hubs in the Americas: Jacksonville and Los Angeles
-Small-scale and maritime opportunities in the Caribbean
 How is regulation evolving in the US maritime space and what developments are needed?
 How is the industry reacting to IMO sulphur limit by IMO?
 Analysing the cost of LNG bunkering and its competitiveness against liquid fuels
 What is the outlook for demand growth in the upcoming years in the region?
 Benefits of LNG as a transportation fuel—the view of the end users
 Would LNG become a real alternative for road transportation in the region? What would be the key drivers for that?

05:15p.m.

End of Summit Day One


03:15p.m.  -  04:15p.m.

SESSION 10 – LNG Trading, New Hubs and Pricing in the Americas


 How much volume is being traded globally short term and spot and what are the main destinations?
 Will USGC FOB become a new pricing index by 2020?
- What is needed to develop it as a new regional pricing index? - Is liquidity growing significantly in the Gulf Coast?
 Current and future role of Henry Hub in LNG short term trading: Does the market want to use HH?
 Are North American providers willing to abandon HH and begin to offer end-market based pricing indexation?
 How is the role of traders and portfolio players evolving? How are they impacting global trading?
 US vs Asia

© CWC Group 2018