Summit Day Two

04:15p.m.  -  05:15p.m.

SESSION 6 – From Source to Supply: Changes in Feed Gas Sourcing Strategies in the Americas


 Understanding business models and synergies between gas producers and LNG developers
-Is there a need for gas producers to invest in LNG infrastructure to reach new markets?
-LNG developers investing in upstream
-How can North American gas producers’ position on sales indexes affect LNG export project development?
-Synergies between producer, buyers and investors

 Will North American LNG projects abandon HH pricing index and start offering end-market pricing indexation?

 Will US based feed gas suppliers agree to sell domestic production for liquefaction and onward delivery into Europe on an NBP or TTF index?

 Can North American LNG producers secure construction debt financing in a scenario where there is a mismatch between the feed gas supply index and the LNG sales price index?
 Feed gas sales: Cost of production plus fixed margin vs fixed cost basis for any term
 Could Mexico become a significant global LNG exporter based on its own shale ambitions and US feed gas?
 How realistic is it for Argentina to develop shale gas pre-2025, and what impacts will it have on its supply-demand strategy?

08:00a.m  -  09:00a.m

Welcome Coffee


09:00am  -  09:10am

Chair’s Opening Remarks


Speakers

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

09:10am  -  10:45am

SESSION 7 – How Can We Stimulate New Demand? Increasing the Global Appetite for US LNG


Speakers

Guillermo Turrent - CEO - CFEnergía - Comisión Federal de ElectricidadGuillermo TurrentCEO - CFEnergíaComisión Federal de Electricidad
Alfredo Chamat - General Manager - Calamari LNG Alfredo ChamatGeneral ManagerCalamari LNG
Kamran Javed - General Manager, LNG Business - JERA Energy AmericaKamran JavedGeneral Manager, LNG BusinessJERA Energy America

Latin America LNG Spotlight


09:10 a.m. Case Study: Understanding the needs of buyers and trading flows in Central America Alejandro Alle, Executive Director, Energía del Pacífico (El Salvador)
09:20 a.m. Case Study: The changing dynamics of the Latin American LNG market
09:30 a.m. Panel Discussion: Driving Demand & Understanding Buyers’ Requirements


China and other opportunities in APAC
 Is China the only significant near-term alternative for new US LNG?
 What are the current constraints to increased LNG imports into the country?
 Are the main Chinese players planning to sign new agreements for 2020-2022?
 Where are other regional opportunities to release considerable volumes?
 What are the main drivers, opportunities and challenges of Southeast Asian gas markets?


Latin America
 Latin America demand outlook: How much US gas is going there?
 What do Latin countries need to do in order to develop the industry and attract investors?
 What are the volume and contract requirements across the region?
 How does demand look in the power sector and what kind of flexibility is required?


Europe
 Can US LNG be competitive in Europe against Russia?
 Are European buyers willing to use HH?
 What are their main pricing and contracting requirements?

10:45a.m.  -  11:15a.m.

Networking Coffee Break


11:15am  -  12:45pm

SESSION 8 – Driving LNG Use through Infrastructure and Technological Innovation: How are New Technologies Impacting the LNG Business?


Processing, transportation and storage
 Does the US have the required processing, transportation and storage infrastructure to handle the upcoming wave of US LNG exports?
 What are the main infrastructure challenges that the industry is facing on the developer side?
 What additional infrastructure is required in the Americas and how can that impact the overall cost of the projects?
 How could the Panama Canal impact US LNG sales to Asia?


Liquefaction capacity
 What are the current trends in liquefaction design capacity to achieve maximum unit cost reduction?
 How low can it go on liquefaction costs?
 How much capital cost savings can we expect to see from the new technologies that are being implemented in the US?


Floating regas technology and commercial business models
 What are the benefits of FSRUs vs onshore terminals for Latin America and other emerging markets?
 What are the latest technical, financial and commercial trends in FSRUs?


Shipping
 Reducing shipping costs through new technology and design innovation
 New trends and technical developments
 Are small-scale LNG ships the most efficient solution?

12:45p.m  -  01:45p.m

Networking Lunch


01:45p.m.  -  02:45p.m.

SESSION 9 – Natural Gas & Renewables – Working Together Towards Decarbonisation


Hosted By

  • LNG Fuels Council

 Exploring the future relationship and potential synergies between gas and renewable energy

 Understanding the main drivers to invest in natural gas as a back-up fuel for renewables

-Is gas the most reliable back up to guarantee grid stability? -Are regulatory requirements driving the use of natural gas? -Are there any financial benefits of using gas to support renewable energy? -How does this collaboration work from technical point of view?

 Is gas the main candidate to take over decreasing coal and fuel oil production in the US and globally?
 How is the entrance of renewables affecting power prices that were traditionally linked with gas around the US?

 What kind of tax incentives is available and how is that impacting gas consumption?

 Understanding the opportunities that hybrid technologies provide to renewables and gas collaboration
 What can policy makers do in order to support future synergies between the gas and renewables sectors?

 Can the renewable boom in Latin American drive LNG demand in the region?

02:45p.m.  -  03:15p.m.

Networking Coffee Break


04:15pm

Closing Remarks from the Chair: Pat Roberts


Speakers

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

© CWC Group 2018