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LNGgc 2018 Day 2
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08:30 - 09:00 30 mins
Registration & Coffee
09:00 - 09:05 5 mins
Returning Optimism: Big Demand Rises In Asia And Future Capacity
Introduction From The Chair
  • David Ledesma - Managing Director, South-Court Ltd
09:05 - 09:30 25 mins
Returning Optimism: Big Demand Rises In Asia And Future Capacity
KEYNOTE EXECUTIVE INTERVIEW: Innovation for LNG supplies: a new cost horizon for Europe?
  • Tom Earl - Chief Commercial Officer, Venture Global LNG
  • David Ledesma - Managing Director, South-Court Ltd
09:30 - 09:50 20 mins
Info
Returning Optimism: Big Demand Rises In Asia And Future Capacity
Chinese demand and US supply: Rewriting LNG dynamics
  • Trevor Sikorski - Head of Natural Gas and Carbon , Energy Aspects

How sustainable is Chinese demand growth?

US gas supply – will the coming wave be absorbed?

What does it mean for LNG price arbitrage between the basins?

09:50 - 10:15 25 mins
Info
Returning Optimism: Big Demand Rises In Asia And Future Capacity
Keynote China: How sustainable is the level of Chinese demand, beyond 2020?
  • Liu Xiaoli - Professor, Center for Energy Economics and Development Strategy, National Development and Reform Commission of China

How will the future global gas supply look after 2025 due to no new liquefaction capacity investment in recent years?

New areas of Chinese consumption

10:40 - 11:00 20 mins
Info
Returning Optimism: Big Demand Rises In Asia And Future Capacity
Interaction of Asian LNG with China, Europe and US in the mix
  • Jo Giessen - Governance leader, Neptune Energy

How strong is South Asian demand going to be?

What impact will demand in emerging economies like Pakistan, India, Bangladesh have on global LNG supply with being price sensitive?

Gauging the pace of change - challenges with downstream infrastructure and pipeline constrains

11:00 - 11:30 30 mins
Networking Break
11:30 - 11:50 20 mins
Info
Creating Demand In New Markets
US LNG - The second wave challenges and opportunities in the world of buyer – seller discord
  • Vivek Chandra - CEO, Texas LNG

Supply competition: Canada, Africa, US First Wave projects

Demand issues: China Tariffs, changing contract terms, Europe demand

Opportunities: Permitting process, cheap feed gas, Panama Canal volumes, positive sentiment about US LNG

11:50 - 12:10 20 mins
Creating Demand In New Markets
Opening smaller markets to LNG supply – Ghana project update with GNPC
  • Roland Fisher - CEO, Gasfin Developments
12:10 - 12:30 20 mins
Creating Demand In New Markets
Updates on the next wave Of LNG from Canada and Alaska
  • Paul Sullivan - Project Adviser to the CEO, Steelhead LNG
12:30 - 12:50 20 mins
Info
Creating Demand In New Markets
LNG to power developments in emerging markets of India, Pakistan and Bangladesh
  • Wayne Bryan - Senior European Energy & Commodity Analyst, alfaenergygroup

Need for gas/LNG and the challenges of infrastructure development

Future roadmap

12:50 - 13:10 20 mins
Info
Creating Demand In New Markets
Mexico energy reform under the new President: Impact on natural gas from US
  • Sara Vakhshouri - President, SVB Energy International

Update on latest developments of Mexico LNG facilities

13:10 - 14:25 75 mins
Networking Lunch
14:25 - 14:50 25 mins
Info
LNG Shipping: Supply And Demand Balances In Shipping Markets
Global overview on current and future markets for LNG shipping and the ongoing seasonality
  • Debbie Turner - Senior Shipping Adviser , Simpson Spence & Young Shipbrokers

What has been the impact of seasonality in shipping on tanker rates?

Current overview on order books and impact from the above

What will that mean for chartering rates and cross-country trade?

 

14:50 - 15:15 25 mins
Info
LNG Shipping: Supply And Demand Balances In Shipping Markets
LNG carrier’s fleet renewal, the beginning of a new trend
  • Hadi Farhoud - Head of Strategy and Marketing , GTT

What is ship obsolescence - from a technical to an economical concept?

What is the timing for this renewal and how many ships could be concerned?

Focus on the short term - how many ships will see their chart end and what are the options for charterers and owners?

15:45 - 16:00 15 mins
LNG Shipping: Supply And Demand Balances In Shipping Markets
Chairman’s closing remarks and close of conference
  • Andrew Clifton - General Manager, SIGTTO
16:00 - 16:30 30 mins
Networking Refreshment Break and Close of Congress
08:30 - 09:00

Registration & Coffee

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Showing of Streams
11:00 - 11:30

Networking Break

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Showing of Streams
13:10 - 14:25

Networking Lunch

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Showing of Streams
16:00 - 16:30

Networking Refreshment Break and Close of Congress

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