logo #LNGAmericas 04-06 June 2019

Programme


Masterclass | Day One | Day Two

 

07:45am  -  08:30am

Welcome Coffee & Registration


08:30am  -  08:40am

Chair’s Opening Remarks


Speakers

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

08:40am  -  08:50am

Keynote Address


Speakers

The Honourable Žygimantas Vaičiūnas - Minister of Energy - Republic of Lithuania The Honourable Žygimantas VaičiūnasMinister of EnergyRepublic of Lithuania

08:50am  -  09:00am

Keynote Address


Speakers

Thomas R. Hardy - Director, Public Affairs and Congressional Relations - U.S. Trade and Development Agency (USTDA)Thomas R. HardyDirector, Public Affairs and Congressional RelationsU.S. Trade and Development Agency (USTDA)

09:00am  -  09:10am

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

09:10am  -  10:45am

Session 1 – How will the Americas Impact the Global LNG Industry 2018-2020?


Speakers

Moderator: Pat Roberts - Managing Director  - LNG-Worldwide LtdModerator: Pat RobertsManaging Director LNG-Worldwide Ltd
Celso Silva - Executive Vice President  - Golar Power Latin America Celso SilvaExecutive Vice President Golar Power Latin America
Akos Losz - Senior Research Associate, Center on Global Energy Policy - Columbia UniversityAkos LoszSenior Research Associate, Center on Global Energy PolicyColumbia University
Anatol Feygin - Executive Vice President and Chief Commercial Officer - CheniereAnatol FeyginExecutive Vice President and Chief Commercial OfficerCheniere
Patrick Hughes - Vice President, Corporate Strategy & Investor Relations  - NextDecadePatrick HughesVice President, Corporate Strategy & Investor Relations NextDecade

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?
10:45am  -  11:15am

Networking Coffee Break


11:15am  -  12:30pm

Session 2 – The Evolution of LNG Sales – Exploring Innovative Contract Structures


Speakers

Moderator: Dan Rogers - Partner - King & SpaldingModerator: Dan RogersPartnerKing & Spalding
Alfredo Chamat - General Manager - Calamari LNG Alfredo ChamatGeneral ManagerCalamari LNG
Michael Proskin - Managing Director, IBCM Global Power & Renewables - Credit SuisseMichael ProskinManaging Director, IBCM Global Power & RenewablesCredit Suisse
Jason Feer - Head of Business Intelligence - Poten & PartnersJason FeerHead of Business IntelligencePoten & Partners

  • What are the main legal, financing and contractual issues in this new buyers’ market?
  • What are the new trends in 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?
  • Are there contractual ways to mitigate the risks of selling LNG to emerging markets?
  • What will be the characteristics of the next long-term PPA?

 

12:30pm  -  01:30pm

Networking Lunch


01:30pm  -  03:00pm

Session 3 – Financing LNG Development in the Americas


Speakers

Luke Taylor - Senior Managing Director - Stonepeak Infrastructure PartnersLuke TaylorSenior Managing DirectorStonepeak Infrastructure Partners
Donald Hubbard - Managing Director, Global Energy Infrastructure - Barings Alternative InvestmentsDonald HubbardManaging Director, Global Energy InfrastructureBarings Alternative Investments
John Akridge - Co-Founder - Height Securities John AkridgeCo-FounderHeight Securities
Erik Codrington - Managing Director, Project Finance - MUFG Union BankErik CodringtonManaging Director, Project FinanceMUFG Union Bank
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
Giancarlo Ortega - Principal Investment Officer - International Finance Corporation Giancarlo OrtegaPrincipal Investment OfficerInternational Finance Corporation Global Power Unit

A) 01:30 p.m. Panel Discussion: Understanding the Use and Benefits of Public and Private Equity Markets

  • What are the primary challenges to sourcing development-stage capital for US LNG projects?
  • How are US LNG projects utilising new business models and strategies for raising project capital?
  • 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 funding?
  • Are there other SPACs looking for LNG project investments currently?
  • Where else can an LNG project developer in the Americas seek development-stage equity financing?

Confirmed Speakers

Moderator: Inosi Nyatta - Partner, Corporate & Finance Group  - Sullivan & Cromwell Moderator: Inosi NyattaPartner, Corporate & Finance Group Sullivan & Cromwell
Donald Hubbard - Managing Director, Global Energy Infrastructure - Barings Alternative InvestmentsDonald HubbardManaging Director, Global Energy InfrastructureBarings Alternative Investments
John Akridge - Co-Founder - Height Securities John AkridgeCo-FounderHeight Securities
Alan Townsend - Senior Industry Specialist - IFC-International Finance CorporationAlan TownsendSenior Industry SpecialistIFC-International Finance Corporation


B) 02:15 p.m Panel Discussion: LNG Project Financing—New Structures and Innovative Strategies

  • 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 creditworthiness issues on the import side?

Confirmed Speakers

Moderator: Inosi Nyatta - Partner, Corporate & Finance Group  - Sullivan & Cromwell Moderator: Inosi NyattaPartner, Corporate & Finance Group Sullivan & Cromwell
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
Giancarlo Ortega - Principal Investment Officer - International Finance Corporation Giancarlo OrtegaPrincipal Investment OfficerInternational Finance Corporation Global Power Unit

03:00pm  -  03:30pm

Networking Coffee Break


03:30p.m.  -  04:30p.m.

Session 4 – Panel Discussion: Will LNG as a Fuel Become a Relevant Source of Demand in the Region?


Speakers

Moderator: Charlie Riedl -  - Moderator: Charlie Riedl
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
Aziz Bamik - General Manager - GTT North America Aziz BamikGeneral ManagerGTT North America

  • Framing the opportunity: 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?
  • Analysing the cost of LNG bunkering and its competitiveness against liquid fuels
  • What is the outlook for demand growth in the next 10 years in the region?
04:30p.m.  -  05:30p.m.

Session 5 – Networking Roundtable Discussions


Hosted By


A unique opportunity to make new contacts and discuss key challenges over a drink at this fun and informal networking gathering.

Hosted By: 

King & Spalding

 

Discussion topics:

 

- What are the most attractive LNG import markets for North American LNG exports?

Moderator: Vera de Gyarfas, Global Transactions Practice Group, King & Spalding

 

- What will be the role of Latin America in absorbing US LNG, and how much demand can be created in the region?

 Moderator: Ken Culotta, Partner, King & Spalding

 

-Are there any new structures and innovative strategies in LNG project financing?

Moderator: Michael Proskin, Managing Director, IBCM Global Power & Renewables, Credit Suisse

 

- What technologies will we see in the near-term, and how will such technologies bring down supply cost and open new markets?

Moderator: Christopher Caswell, Director—Global LNG & FLNG Technology and Development, KBR

 

- What are the new trends in LNG sale and purchase agreements?

Moderator: Kamran Javed, General Manager, LNG Business, JERA Energy America

 

-What are the main benefits and challenges of LNG as a transportation fuel?

Moderator: David C. Stubbs, Director, Properties & Environmental Compliance, JAXPORT

 

-Does the Henry Hub index remain viable for LNG sales into European and Asian markets? In what markets is there an appetite for HH-indexed LNG sales?

Moderator: Dan Rogers, Partner, King & Spalding

05:30p.m.

End of Summit Day One


05:30p.m.  -  07:30p.m.

CWC LNG Americas Drinks Reception


© CWC Group 2018