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?
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 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?
Can US LNG be competitive in Europe against Russia?
Are European buyers willing to use HH?
What are their main pricing and contracting requirements?
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?
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?
Reducing shipping costs through new technology and design innovation
New trends and technical developments
Are small-scale LNG ships the most efficient solution?
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?
© CWC Group 2018