Rob Smith, Deputy Assistant Secretary of Oil & Natural Gas, U.S. Department of Energy
An overall view of the Americas’ regional LNG supplies and import markets and their influence in the global gas industry
Global LNG supply & demand balance: An overview for 2017 – 2020
- Expected growth, new markets and new applications for LNG
- New energy and environmental policies and their effects on gas demand
- New trends of sellers moving further downstream to create LNG demand
- How much oversupply is there relative to firm LNG demand?
- How quickly can new LNG demand be created?
- Where are the demands sinks for LNG short term?
- How can everybody in the value chain work together to improve LNG competitiveness?
North America LNG export projects 2017 – 2020
- Outlook for USLNG economics
- Likely trade flows
- How much capacity is likely to run?
Latin America & the Caribbean: What is the role of the region in the global market?
An analysis of the new US political horizon and its impact on LNG
Understanding the new US energy policy
- What will be the role of gas in the new energy plans?
- How can the new administration help the industry in beating oversupply and growing demand?
New border policies and its impact on international trade
- How is this going to affect US LNG projects?
- What happens to TPP?
- The present and future of US and Mexico’s relationships
- What changes can we expect between the US and Asia?
- How does Canada fit in the equation for gas?
Putting it all together: North America LNG export projects 2020 – 2025
- Liquefaction cost reductions
- The outlook for HH longer term
- The ability of new projects to secure long term off-takers
- What are the changes and how are sellers adapting to buyers requirements?
- Is there any standardisation developing in LNG contracting to cope with the increasing number of contracts needed?
- Volume flexibility and seasonal intra- year flexibility
- Cargo cancellation options
- Are FOB contracts still popular or are sellers seeing more demand for DES sales?
- Removal of Destination restrictions
- Creating the ability for structural LNG freight swaps and vessel optimisation
A: USLNG and Canadian exports
- Are new LNG projects downsizing to match buyers’ requirements?
- Will LNG aggregators continue to play a significant role in the off-take of new LNG projects?
B: Emerging markets
A unique opportunity to make new contacts and discuss key challenges over a drink at this fun and informal networking gathering.
- How will the new Trump Administration likely impact the global LNG industry?
Led by: Charlie Riedl, Executive Director, Center for Liquefied Natural Gas (CLNG)
- How can North and Latin America better work together to develop a long-term sustainable business?
Led by: Vera de Gyarfas, Partner, Global Transactions Practice Group, King & Spalding
- How can new technologies bring down supply cost and open new markets?
Led by: Gonzalo Ramirez, Director - Development, Excelerate Energy L.P
- Are LNG long-term contracts a thing of the past?
Led by: Ken Culotta, Partner, King & Spalding
-Is LNG as a bunker or motor fuel a potential strong source of demand in North America?
Led by: CAPT Jason Smith, U.S. Coast Guard Detachment Chief, Liquefied Gas Carrier National Centre of Expertise
- How much volume is likely to be traded short-term and spot by 2020?
Led by: Carlos Wheelock, LNG Americas, Vitol
Is Henry Hub a desirable and competitive gas price index for tomorrow’s global LNG supplies?
Led by: Dan Rogers, Partner, King & Spalding
-Given the recent US-China Trade Agreement, is China a viable customer for a significant quantity of U.S. LNG exports?
Led by: Dan McGinnis, Executive Vice President-Commercial, Commonwealth LNG
© The CWC Group 2017