16-18 October 2018
20th and 21st September
Wednesday 20th September
07:30 - 08:45
Registration & Welcome Coffee
09:30 - 11:00
SESSION 1 – Panel Discussion – Asia Pacific LNG Strategy
Ye YishuPresidentCNOOC Gas and Power Trading & Marketing Ltd.
- Update on global oil price, What role is global geo-politics playing and the overall impact on the current business environment
- Possible developments in the global supply-demand balance to 2025
- How quickly is new sustainable demand developing?
- Are IOCs policies towards renewables a threat or a complement to gas?
- How can we facilitiate collaboration across the value chain to boost the LNG industry?
- Ensuring financiers, developers and buyers work together
- Gas Advocacy: Keeping LNG relevant
11:30 - 13:00
SESSION 2 – The New Reality: Short- Mid Term Trading and the Evolving Role of Traders
- How will the current oversupply in the market be absorbed?
- We see several term contracts set to expire, what volumes are likely be be bought “Long Term v Short term and spot” by 2025?
- What role are portfolio players adopting and how is it impacting the market inAsia ?
- What new sales initiatives do we see?
- Is there going to be a sustainable growth in short term trading?
- US LNG – Is it economic/ likely to move consistently to Asian markets?
- Are European and Asian markets converging on price, both term and spot?
13:05 - 13:15
The Future of Structured Origination in the LNG Business
Peter AbdoGlobal Head of LNG and OriginationUniper Global Commodities
16:30 - 18:00
SESSION 4 – Long-Term Supply: Managing the Industry’s Next Phase of LNG Supply Growth
Jesse Lee General Manager - LNG MarketingMozambique LNG
- What’s the outlook for the current range of new supply projects trying to get started by 2025?
- What strategies are project developers implementing to be profitable in a lower for longer oil/ gas price world ?
- New trends in LNG buyers’ strategies and can do sellers / developers respond?
- Smaller and shorter LNG term contracts
- What are the trends
- Is there any standardisation developing in LNG contracting to cope with the increasing number of contracts needed?
18:30 - 21:30
CWC Asia Pacific LNG Awards Evening
Thursday 21st September
08:30 - 09:00
Welcome Breakfast & Coffee
09:15 - 10:30
SESSION 5 – Stimulating Sustained Demand and Absorbing the Over-Supply: New Applications, Small Scale LNG and Bunkering Developments
- How can the industry develop small scale LNG on a wider scale throughout Asia?
- Where are small scale projects likely to grow and what needed to ensure they develop?
- Indonesia’s potential as a key import market and potential for small scale projects
- Where will the additional supply coming onstream go?
- Why has LNG bunkering in Asia developed more slowly than expected and what are the key enablers to push the sector forward now?
- LNG as a long term fuel choice
- What are the key drivers for the uptake of LNG as a marine, road and rail fuel?
- How much new demand can this sector create in Asia by 2025 ?
- Where are the current opportunities in the region?
10:45 - 12:00
SESSION 6 – Unlocking New Markets: Trends in FSRUs , LNG Shipping and Evolving Business Models
- Which countries are on the target list by 2020 and 2025 ?
- What are the latest technical and commercial trends of FSRU providers and how are are they adapting to challenges and demands faced by new markets?
- Gas to Power
- FSUs- Unlocking smaller markets
- What are the current prospects for demand growth in South-East Asia by 2020 and 2025?
- Outlook for shipping charter rates 2017- 2020
- What can be done to increase efficiency in LNG Shipping?
- Current trends for FLNG – new opportunities and which projects are on the target list for 2025
13:00 - 14:30
SESSION 7 – LNG Finance – The changing Role of Global Capital Markets in Funding Growth
Daniel MalloManaging Director - Head of Energy, Infrastructure and Metals & Mining, Asia Pacific Societe Generale
Michael Lin ShengPrincipal Investment Officer - Global Infrastructure and Natural Resource GroupInternational Finance Corporation
- How much lending capacity is available for new LNG infrastructure projects and what are investors looking for?
- What are the specific barriers associated with developing non-traditional markets in Asia and how can they be overcome?
- Outlining the key construction risks and providing solutions to mitigate them
- Examples of new Asian projects successfully raising capital today
- Focus on the rapidly developing South Asian LNG import markets - Pakistan, Bangladesh and Sri Lanka
15:00 - 15:45
SESSION 8 – LNG Trading Exchange Part 1: Panel Discussion – The Development of an Asian LNG Trading Hub – How far have we come?
Marc HowsonDirector- LNG Market DevelopmentS&P Global Platts
- What more can be done to ensure a closer alliance between buyers and sellers in Asia to harness the creation of a trading hub?
- How is the speed and efficiency of transactions being improved and what more can be done in this regard?
- Assessing the role of technology, transparency and standardisation with regards indexes
- How are the following spot indices developing in terms of volumes, players, liquidity and transparency:
- What role will artificial intelligence have to play with regards to trading platforms moving forward?
15:45 - 16:30
SESSION 9 – LNG Trading Exchange Part 2: Panel Discussion – LNG Trading and the Short Term Spot Market
- How much volume is likely to be traded globally short term and spot by 2020?
- Which pricing formulae are likely to emerge as the the most relevant in Asia?
- Are non- Asian price indices going to be adopted more in Asian contracts e.g. HH, NBP, TTF, Brent, AOC and what are buyers / sellers reactions to them ?
- How do we get to transact more efficiently and quickly than today
- Is spot contract standardisation the answer?
- LNG shipping developments: Do ship owners want to Facilitate more efficient trading
- When do we judge we have a liquid Asian spot market, to give confidence to buyers to transact more spot and short term?