Networking Golf Tournament

Masterclass Registration & Networking Welcome Lunch

Masterclass: Global LNG & Gas Business Dynamics

A popular feature of the Asia Pacific Energy Summit, the Masterclass provides direct access to the latest insights and perspectives from industry experts on the topics that matter today. Fully CPD accredited, the sessions will arm you with the necessary tools to apply in your daily job and shape your business strategy going forward whilst also allowing you to start your networking early.

Key building blocks 

• The new macro context for the global LNG business 2023- 2030 and the longer term to 2050 
• The fundamentals of the business - how the supply chains are structured, how risks are managed, what the economics look like 
• The key players - what they bring, what they need and how they are adapting - how do they compare amongst themselves? 
• Making LNG a competitive sustainable fuel for transitions by lowering its emissions

The focus on infrastructure and the forces currently pushing them forwards, vs the forces holding them back 

• LNG supply 
• Regasification
• Shipping 

Networking Coffee

Masterclass: Global LNG & Gas Business Dynamics

What new trends we can already see about the future?

• Supply build ups 
• Contracting structures and short-term vs long-term considerations 
• LNG pricing options 

The long lens into the future 

• Scenario planning for the global market out to 2050 
• Impacts on price sensitive buyers and new entrants  
• Key considerations of the principal stakeholders 

Registration & Welcome Coffee

Chair's Opening Remarks

Event Host Welcome Keynote

SESSION 1 - Global Energy Strategy: The New Direction For LNG & Gas In Asia Pacific

• What are the impacts of the current strong demand competition from Europe on the Asian market?
• Achieving energy security, affordability and decarbonisation: What changes in behaviour are we seeing from key regional buyers to run their businesses?
  • short term till 2025
  • longer term till 2040
• Are projections broadly correct on LNG market stabilisation post 2025/2026?
• Are there significant changes in LNG demand projections throughout the Asian markets from now until 2040?

New contracting trends:

• • The tenure of contract
  • The adoption of HH indexed contracts in Asia vs oil indexation
• Development of new liquefaction projects: the case for rapid FIDs on new capacity, what is holding the projects back?
• Latest views on FIDs
• Climate change commitments: Are attitudes changing in Asian markets?
• Will certification of LNG’s carbon footprint become the norm?

Questions & Answers

Networking Coffee

SESSION 2 – How Will Indonesia Achieve Its Net-Zero Emissions Targets & What Will Be The Roles Of LNG, Gas & Hydrogen In Achieving This?

Overview:

• How will Indonesia balance its energy security, affordability and objectives out to 2050?
• What are the specific plans to increase renewable energy across Indonesia’s energy mix?
• Is hydrogen & ammonia production and utilisation viable for Indonesia?
  • What are the cost and infrastructure hurdles?
  • Are there other challenges to overcome?

The role of LNG:

• What is the long-term demand for LNG in Indonesia?
• What is the outlook for LNG exports vs domestic consumption?
• To what extent is small-scale LNG a growing business in Indonesia?
• What regulatory and financing hurdles must be overcome for new LNG project development in Indonesia?
• Are US long-term LNG imports a viable solution to help meet Indonesia’s LNG demand?

Questions & Answers

Networking Lunch

SESSION 3 – LNG Markets Driving Asia Pacific’s LNG Demand Growth

North Asian markets:

• Key challenges in balancing LNG and their decarbonisation objectives
• Managing expiries of LNG contracts throughout the 2020s against uncertain demand
• How much appetite is there for new long-term contracts?
• China country focus: Latest LNG supply and demand outlook

South & Southeast Asian markets: 

• What impact has the war in Ukraine had on new entrants and their existing projects and their planned gas to power projects?
  • Current examples of companies needing to bolster their LNG supply
  • Strategies to use infrastructure until supply situation improves
• Does difficulty in securing LNG cost competitively defer LNG demand or destroy it?
  • Pricing levels needed to stimulate long term demand

Indian sub-continent markets:

• Specific challenges for price sensitive markets
• What is the appetite to invest in US projects, or commit to long term HH indexed LNG?
• New initiatives to secure LNG

Questions & Answers

Networking Coffee

SESSION 4 – Small-Scale LNG Projects In Asia Pacific

• Where are the regional opportunities for small-scale LNG demand to grow?
• Key pricing challenges and opportunities for widespread small-scale LNG implementation in Asia
• Examples of small-scale LNG bunkering projects enabling users in remote locations to secure energy

Questions & Answers

SESSION 5 – Asia Pacific’s Energy Transition: Decarbonisation Of Current LNG & Gas Operations

• How will the LNG and gas industry within Asia Pacific respond to the net-zero targets set out by governments?
• Collaboration between stakeholders in the energy industry key to meeting emissions reduction targets: what agreements are in place? How much work needs to be done?
• How can renewable energies compliment and decarbonise current LNG and gas operations?
• How important will CCS technology be across mature and emerging Asian markets?
• What are the regulatory hurdles to making CCS more widespread across energy projects?
• What role will carbon offsets, avoidance and reduction play in decarbonisation strategies?

Questions & Answers

Chair's Closing Remarks

End Of Summit Day One

Welcome Coffee

Chair’s Day One Recap & Welcome

SESSION 6 – Unlocking Asia Pacific’s Hydrogen Economy

• The economic case for hydrogen, its applications and advantages
  • How can hydrogen compliment the LNG & gas industries in their path to GHG reduction?
• Which colour of hydrogen will be preferred in Asia’s energy mix in the next 10 years?
• Is there a case for adapting current LNG infrastructure to produce hydrogen?

The pathway forward for hydrogen:

• The need for government energy incentives and subsidies
• The regulatory and safety hurdles
• The storage and transportation hurdles
• Where will we see the biggest developments?
• How will Asia capture the best new talent needed to build hydrogen economy?
• What are the natural advantages to hydrogen plant locations? Is there potential for a hydrogen hub network in Asia Pacific?
• What role will ammonia play in the hydrogen economy?

Questions & Answers

SESSION 7 - What Role Will Green Ammonia In Asia Pacific’s Energy Transition

• The economic case for ammonia, its applications and advantages
• How do we efficiently transition to green ammonia use?
• Ammonia combustion for power generation: How close is the technology for ammonia use in heavy industry?
• Where will we see the biggest growth in ammonia in Asia Pacific?

Questions & Answers

Networking Coffee

SESSION 8 - Financing Asia’s Energy Needs: Why Is Financing LNG Projects Proving So Difficult?

• How are financiers responding to unprecedented gas prices, volatility, inflation and demand uncertainty?
• What efforts are expected from host governments to qualify their support for gas in energy transitions long term to promote investment in LNG supply quickly?
• What are the key financing hurdles associated with currently proposed LNG projects?
• ESG considerations for investors: What are the current attitudes towards LNG project investments?
• Has the shift to more long-term contracting in Asia convinced lenders to support more LNG infrastructure projects?

Questions & Answers

Networking Lunch

SESSION 9 - Presentations: LNG Shipping: Key Considerations For The 2020s

• Global outlook for LNG shipping capacity to 2030
• How will the cost of increased environmental regulations on ships be shared
• Current commercial considerations: Outlook and forward forecast for charter rates
• How much additional capacity can be created by optimising vessel use?
• What is shipping’s future role in carbon capture and storage?
• How can new Eco-fuel solutions be adopted by the shipping sector? Is electrification of shipping a cost-effective reality?
• The projected demand growth in LNG bunkering

Questions & Answers

Networking Coffee

SESSION 10 - Global LNG Trading: A New Era For Asia’s Trading Trends?

• Evaluating the current LNG trading climate and challenges for Asian markets
• Is China becoming the new marginal balancing market for global LNG?
• The impact on Asia markets of a new DES LNG index emerging in Europe that is intended to replace TTF being used for LNG
• What impact will increased divertible US trading volumes have on Asian LNG markets?
• New developments in risk management in Asia

Questions & Answers

Chair’s Closing Remarks