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OFFICIALLY HOSTED BY

15-17 May 2024
Queen Sirikit National Convention Center
Bangkok, Thailand
15-17 May 2024, QSNCC, Bangkok

OFFICIALLY HOSTED BY

CO-LOCATED WITH

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Friday 17 May 2024

10:00 12:30

Part 1: Key building blocks

12:30 14:00

Part 2: What new trends are emerging?

14:00

Close of Masterclass

Friday 17 May 2024

Back

Friday 17 May 2024

10:00 12:30

Part 1: Key building blocks

The context for the global LNG business 2024 - 2030 and the longer term to 2040:

  • How can we make LNG a competitive sustainable fuel for energy transitions to Net Zero.
  • The fundamentals of the business - how supply chains are structured, how risks are managed and what 2024’s economics look like.
  • The size and shape of the global business and how it’s changing – a summary of the Global SD balance and its outlook.
  • The key players - what they bring, their approach to risk and value management, how they are adapting to the new macro business environment. How do they compare amongst themselves? 

The focus on infrastructure: the forces currently promoting its development, vs the forces holding it back:

  • Challenges and dilemmas different countries face.
  • LNG supply.
  • Shipping.
  • Regasification.

12:30 14:00

Part 2: What new trends are emerging?

  • Key regional markets - the demand pull in Europe and its impact on Asia – how might this develop?
  • Selling LNG: the cost vs value considerations.
  • The principal business models behind Qatar and the US projects, how they vary and some key considerations for the future.
  • The Global Portfolio Aggregators role and the value they bring.
  • LNG traders - their growing role.
  • Contracting structures and short-term vs long-term considerations.
  • LNG pricing options – demystifying the jargon and explaining how a variety of Asian companies choose to price LNG.
     

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.
  • Why 2024-2030 and 2030-2040 will be quite different in their drivers and how LNG can become a very significant transition fuel to be competitive throughout this period and beyond.

14:00

Close of Masterclass

Friday 17 May 2024

*Timings and sessions correct at time of publishing, subject to change.