Agenda

Day 1

Wednesday, 11 April 2018
Competitively Fuel the Future - Critical Insights on LNG Supply, Demand, Pricing, Trading, Infrastructure, Shipping, Supply Chain and more

08:30
Registration and morning refreshments

08:50
Chairman’s opening remarks

Increasing the Attractiveness of LNG in the Energy Mix

09:00
Gaining Competitiveness: Improving the affordability of LNG in the energy mix for APAC and emerging markets

  • Outlook for energy growth across key fuels in Asia Pacific and emerging markets
  • How are Asian energy companies adjusting to key trends that influence APAC fuel demand - changing demographics, energy efficiency, affordability, market liberalisation, air pollution
  • How will changing price impact its competitiveness of LNG against other fuels
  • Which sectors and markets will drive LNG demand growth and implications for supply
  • Regulatory and market instruments accelerating shift from alternative sources to LNG
  • Identifying successful regulatory support across the value chain including siting, FLNG and FRSUs, LNG engine, bunkering technologies and small-scale LNG in the region

Nicholas Browne, Head Gas & Power Research, Asia Pacific, Wood Mackenzie

Multi-Stakeholder Industry Panel Discussion

09:40
Market Analysis and Projections: Assessing trends and dynamics to identify new opportunities 

  • Update on global oil prices, its drivers and its impact on LNG and investments
  • Developments in the global supply-demand balance to 2025 and beyond
  • Political, social, regulatory and financial barriers for LNG in the most promising markets
  • Are global and domestic policies towards renewables a threat or a complement to gas?
  • Enabling Asian LNG trading hub
  • Key business models with the biggest impact on gas network growth
  • Facilitating collaboration across the value chain
  • Lessons can be learned from recent projects

Manish Tiwari, Vice President - Origination, Trading & Marketing, H-Energy, India
More Panelists to be confirmed

10:20
Speed networking followed by morning refreshments and networking break

Key Stakeholder Perspectives on LNG: Current Outlook and Projections

11:00
Long-Term Outlook: Current and emerging buyer outlook on LNG demand, supply and trade
.

  • Update on key existing players and new players in APAC and emerging markets
  • Assessing key current commercial challenges for buyers
  • Demand growth drivers in key markets including China and India
  • Opportunities and risks in emerging markets including Pakistan, Bangladesh, SE Asia
  • Deliberating the next slew of new supply from Russia, Qatar and US
  • Discussing the evolution of LNG pricing mechanisms
  • Innovative approaches and partnerships towards LNG long, medium and short term
  • Long term perspective on achieving flexibility in demand and supply of LNG

Maggie Kuang, Head APAC LNG, Bloomberg New Energy Finance

11:20
Japan’s Perspective: Overview of power requirements as well as current and future movements for FLNG under LNG law price
Nozomi Kato, Project Director, Energy Research Division, Japan Oil, Gas and Metals National Corporation (JOGMEC), Japan

11:40
Pakistan’s Perspective: Overview of power requirements, new terminals and FSRUs
Jahangir Piracha, Chief Executive Officer, Engro Vopak Terminal Limited and Engro Elengy Terminal Limited, Pakistan

12:00
Lunch and networking break

13:00
LNG Commercialisation: Contemporary challenges under a dynamic and disruptive market - A study of Indonesian electricity and infrastructure projects
Sampe L. Purba, Senior Vice President and Executive Advisor, SKK Migas, Indonesia

13:20
India’s Perspective: Growing LNG demands, challenges to Indian NG markets and infrastructure updates on terminals and pipeline
Manish Tiwari, Vice President - Origination, Trading & Marketing, H-Energy, India

13:40
Buyers combined Q&A session
Take this opportunity to also question buyers on country specific topics including the role of LNG in their energy mix, government push towards LNG as well as country specific challenges and regulations impacting demand, price, cost, supply and demand gaps, small scale, infrastructure, contracts

Moderator: Maggie Kuang, Head APAC LNG, Bloomberg New Energy Finance

Panellists
Nozomi Kato, Project Director, Energy Research Division, Japan Oil, Gas and Metals National Corporation (JOGMEC)
Jahangir Piracha, Chief Executive Officer, Engro Vopak Terminal Limited and Engro Elengy Terminal Limited
Sampe L. Purba, Senior Vice President and Executive Advisor, SKK Migas
Manish Tiwari, Vice President - Origination, Trading & Marketing, H-Energy, India
Jose B. T. Aldon, Chairman, Managing Director & CEO, AXI LNGAS

Suppliers Perspective: Existing and new suppliers position on the potential, growth and challenges in APAC and emerging LNG markets
A growing number of countries are now buying LNG. In APAC and emerging markets, it is for a diverse range of reasons including managing short-term shortages, regulatory push as well as a means to back-up to core supplies from other sources such as coal. This panel discussion will focus on strategies that sellers adopting to meet their needs.

  • Overviewing suppliers’ market today and future projections
  • Outlook on LNG supply/demand, pricing and contracts for the medium and long term
  • Assessing the impact of new suppliers, markets and more flexible commercial arrangements
  • Measuring productions and volume projections as well as upcoming projects for APAC
  • How emerging and current suppliers are changing the LNG market?
  • Discussing new opportunities, capacity and projects for the next 10 years
  • Experiences and expectations of new business models to increase competitiveness
  • How are suppliers adapting to changing market dynamics and buyer expectations?

14:00
US Perspective: Catering for specific needs of APAC and emerging markets

Vivek Chandra, CEO and Founder, Texas LNG

14:20
Suppliers Perspective 2

14:40
Suppliers combined Q&A session

Vivek Chandra, CEO and Founder, Texas LNG

15:10
Afternoon refreshments and networking break

15:40
Singapore: SLNG’s terminal infrastructure and how the country is driving demand
Sandeep Mahawar, Director, Commercial, Singapore LNG Corporation

16:10
FSRUs In Focus:  Strategies for securing and developing FSRUs in the region

  • Analysing new FSRU markets in APAC and emerging markets, and charter rates outlook
  • How will FRSUs continue to affect existing and future LNG supply/demand and pricing
  • Understanding the commercial viability of FSRUs in the region
  • Successfully securing project financing for large and small-scale FSRUs
  • Overcoming compatibility issues with existing and new-build LNG vessels

Technical Presentation

16:40
Reducing Shipping Rates: Best practices for reducing liquefaction costs by optimising vessel utilisation, decreasing distances and creating contract flexibility
Charter rates for specialised vessels, along with fuel consumption, comprise a significant amount of the delivered cost of LNG. Reducing shipping rates and distances can therefore be an important factor as reducing liquefaction costs is improving the competitive economics of LNG.

17:20
Closing remarks and end of day one

 

Day 2

Thursday, 12 April 2018

08:30
Registration and morning refreshments

08:50
Chairman’s opening remarks

The Big Debate: Pricing, Contracts, Trading, Bankability and Demand

Multi-Stakeholder Panel Discussion
09:00
Pricing Evolution: Indications and trends on the pricing transition in Asia Pacific – when, what and how

  • Assessing how global short-term pricing is developing (Henry Hub, NBP, TTF, JKM, EAX, JOE)
  • Deliberating indexes, slopes and hybrids as well as convergence of global gas prices, hub price correlations and oil price correlations
  • Evaluating LNG pricing with the impact of US LNG, shorter contracts, LNG into developing markets and LNG trading hubs
  • Assessing Asian hub possibilities – where, when and how
  • Debating which pricing formulae are likely to emerge as the most relevant in Asia and strategies to diversify pricing to appeal to buyers
  • Discussing ways to improve tradability, benchmark prices reflecting supply & demand

Panelists to be confirmed

Multi-Stakeholder Panel Discussion
09:40
Paradigm Shift: Evaluating emerging contracts and business models in the new competitive reality

  • Discussing key factors required to be competitive in the new regional LNG market
  • Assessing the impact of new suppliers, markets, pricing and more flexible commercial arrangements
  • Buyers/sellers reactions to non- Asian price indices including HH, NBP, TTF, Brent, AOC being adopted in Asian contracts
  • Applicability and bankability of commercial innovations - contracts delinked from oil prices; increasing spot market; trading and smaller scale and barge mounted solutions
  • Which contracts will be best received in Asia and diversifying pricing to appeal to buyers

Jose B. T. Aldon, Chairman, Managing Director & CEO, AXI LNGAS
More Panelists to be confirmed

10:20
Morning refreshments and networking break

10:50
All Things Trading: Assessing the development of an Asian trading hub, short- mid-term trading, spot markets and the evolving role of traders

  • Discussing how will the current oversupply in the market be absorbed
  • Measuring what volumes are likely be bought long term vs short term vs spot by 2025
  • The changing role of portfolio players and its impact on the market in the region
  • Evaluating how spot indices including SLiNG, DKI, Japan and China are developing - volumes, players, liquidity and transparency
  • Ensuring a closer alliance between buyers and sellers to harness a trading hub
  • Building liquidity and transparency in the Asian LNG spot market

Panel Discussion
11:30
The Question of Bankability: Drivers and challenges for infrastructure financing and investment in APAC and emerging markets
Project financing is failing to keep up with dramatic changes in the LNG industry. With buyers seeking more flexible terms, the promoters of greenfield or even large brownfield LNG projects are having a hard time moving projects forward.

  • How much lending capacity is available for new LNG infrastructure projects and what are investors looking for?
  • Overcoming barriers associated with developing non-traditional markets in Asia
  • Who is risking investment and what obstacles prevents banks/ firms from lending?
  • Reaching a common ground to secure long-term contract for project financing
  • Innovative finance concepts for expanding and developing new infrastructure projects
  • Considering sources of capital for LNG projects in APAC and emerging markets
  • What can the emerging LNG import markets learn from successful LNG project financing?

Adolfo Dindo Abueg, Co-Head Project Finance, Asia Pacific, Korea Development Bank
More Panelists to be confirmed

Users Presentation
Emerging Demand:  Commercial and regulatory drivers for LNG from key sectors
These 20-minute presentations followed by a combined Q&A panel will provide an overview of the users’ market today as well as future projections.

12:10
Gas And Electricity: Japan’s long term outlook on LNG demand and dynamics
Akira Miyamoto, Executive Researcher, Osaka Gas, Japan

12:30
Power Utility: Pakistan’s drive to achieve fuel diversity through RLNG consumption
Aamir Rizwan Qureshi, Director, Business Development, K-Electric, Pakistan

12:50
Small Scale LNG: Update on LNG distribution in Indonesia

Chairani Rachmatullah, Head, Oil and Gas Division, PT PLN Persero, Indonesia

13:10
Combined Q&A session

Akira Miyamoto, Executive Researcher, Osaka Gas, Japan
Aamir Rizwan Qureshi, Director, Business Development, K-Electric, Pakistan
Chairani Rachmatullah, Head, Oil and Gas Division, PT PLN Persero, Indonesia

13:25
Lunch
and networking break

Increasing Demand through Small Scale LNG

14:55
The Philippines: Project Development Strategy for an Emerging SE Asian Country

  • At what maximum price will small-scale LNG still be commercially viable
  • Discussing key drivers and challenges to developing small-scale LNG for domestic fuel
  • Critical barriers for small scale LNG transportation to meet needs of the changing LNG market
  • Weighing the effects of small to mid-scale LNG on gas demand
  • Impact of stricter emissions regulations and sulphur caps on the alternative fuels industry
  • Risks and rewards of new LNG developers and technology providers to the LNG industry

Jose B. T. Aldon, Chairman, Managing Director & CEO, AXI LNGAS

15:25
From Bulk-Break to Bunkering: Enabling LNG as the preferred marine fuel  

  • Facilitating storage, breakbulk and reload services for the marine sector
  • Analyzing risks of FLNG bunkering offshore terminal
  • Overcoming vessel design and operational issues affecting bunkering process
  • Improving the safety and operational standards of LNG bunkering
  • Ensuring smaller markets are attractive to large scale producers
  • Discussing which models work best for the shipping and shipbuilding industry
  • Assessing key driver and challenges for delivering a cleaner fuel to shipping

Speaker TBC, Leeden NOX, Singapore

14:50
Roundtable Discussions
Bridging the Gaps:
Improving synergies in the small-scale value chain to drive demand
With the lack of economies of scale is one of the biggest challenges for small-scale LNG is its commercial viability. Through interactive discussions, these 30-minute roundtables give you the chance to discuss opportunities for driving down costs by developing more collaborations in the value chain.

Choose ONE of the following roundtables:

  • Financing and contract structuring
  • Driving down CAPEX
  • Gaining efficiencies to reduce OPEX
  • Developing synergies in the value chain

Jose B. T. Aldon, Chairman, Managing Director & CEO, AXI LNGAS

15:20
Roundtable Feedback: Reviewing key themes discussed in roundtables

15:55
Afternoon refreshments and networking break

Infrastructure Perspective
16:25

Storage and Re-gasification:
Discussing latest technical and commercial trends in FLNG and FSRUs for small-scale markets

  • Adapting to challenges and demands faced by new small-scale markets
  • Experiences of large and mature FSRU and FLNG operators on small to mid-size LNG solutions
  • Mitigating risk of developing offshore LNG developments
  • Understanding applications and engineering solutions for small scale offshore LNG facilities
  • Discussing key drivers for cost reduction of small-size FLNG
  • Assessing innovative solutions to access new LNG supply market
  • Discussing FLNG innovation in Asia and the development of hotspots with patent landscaping
  • Top-tips for configuring an LNG import terminal

Tammy Meidharma Sumarna, President & Director, PT Nusantara Regas, Indonesia

Shipping Perspective
16:55

Small Scale LNG Logistics Solutions:
Opening new markets

  • Assessing the latest trends and technologies in small-scale LNG carriers
  • Differentiating between the requirements for small scale LNG versus mega-projects
  • Understanding key dynamics including tank capacities, ship capacities, demand and seasonality
  • Discussing customised designs for transporting LNG economically
  • Developing sustainable transportation model to compete with road transportation
  • Discussing best designs for small coastal LNG carriers/ river barges

Saunak Rai, Vice President, LNG B.D. & Commercial Operations, Norgas Carriers, Singapore

17:25
Chairman’s closing remarks and end of Summit

 

Pre Conference Workshop

Wednesday 10 April 2018
LNG Contracts – Structures, Pricing, Mechanisms and Negotiations

About the Workshop:
Due to the complex and long-term nature of LNG sourcing and transactions, it is imperative for those involved in this process to be well equipped.  A lack of up-to-date knowledge in the global LNG supply situation, available methodologies for price determination, contract structure and negotiation techniques, can result in significantly adverse financial consequences and legal liabilities.

This workshop has, therefore, been designed to enable professionals to construct successful LNG contracts and negotiate them from a position of strength and knowledge, to gain a competitive edge in the process.

 

Key Learning Outcomes:

  • Update on what is happening to LNG pricing and long-term contracting mechanisms
  • Comparing main clauses and developments in SPA vs. LTA vs. MSA
  • LT Pricing update including index, slope, hybrids
  • Issues and impact of new LNG supply including Australia, Africa, Russia, and USA
  • Impact of markets, pricing and more flexible commercial arrangements
  • Global short-term pricing developments (Henry Hub, NBP, TTF, JKM, EAX, JOE)
  • Asian hub possibilities
  • Impact of lower gas prices on long-term and spot contract in an oversupplied market
  • Considering contracts delinked from oil prices; increasing spot market; trading and smaller scale and barge mounted solutions
  • Debating which contracts will be best suited for Asia to diversify pricing

*Session outline may change to accommodate market-specific or company development.