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Thursday 9 May 2013

8:30

Registration

9:20

Chairperson’s opening remarks

David Ledesma, Energy and Strategy Consultant , Southcourt Ltd
9:30

A global overview of the LNG industry

  • Where are we now? Status quo of global LNG market.
  • What is driving the market?
    • How do regional developments impact supply?
    • What is shaping the LNG demand?
    • What will be the expected impact?
  • What are short term points of interest?
Thomas Vles, Strategy Consultant, Bottle Consulting
10:00

Examining short-term price structures to understand the changing trading landscape

  • What factors are driving spot and short-term pricing?
  • Have NBP and Henry Hub regained relevance?
  • Investigating how deals are structured
  • How have short and mid-term contracts evolved?
Simon Ellis, LNG Analyst, ICIS
10:30

Japanese energy policy: what does the future hold for LNG?

  • What is the outlook for nuclear restarts?
  • How has this affected Japanese utilities’ spot procurement?
  • Will government initiatives affect spot pricing?
Hiroshi Kondo, Vice President, LNG Europe, Tokyo Gas
11:00

Morning refreshments and networking

11:30

The arrival of South East Asia as a key player in the LNG market

  • The development of a Singapore trading hub: examining its coming role in regional trading
  • Uncovering new market players: assessing the impact of new terminals in Malaysia and Indonesia
  • Can the region co-operate to form a new trading nexus?
David Ledesma, Energy & Strategy Consultant, South-Court Ltd
12:00

Asia going forward: how will regional market dynamics develop?

  • Domestic price reform in China: is a Shanghai spot LNG hub realistic?
  • Assessing the longer term impact of US shale gas on pricing in Asia
  • Highlighting potential new players into the market
Xiaoyi Mu, Senior Lecturer in Energy Economics, Centre for Energy, Petroleum and Mineral Law and Policy, University of Dundee
12:30

Lunch and networking

13:30

Europe’s transforming LNG role

  • Where does the push for spot pricing leave the market?
  • Can Baltic Sea and Mediterranean buyers help revive demand?
  • Will reloads give way to more efficient contracting?
Javier Moret, Head of LNG Origination, RWE Supply and Trading
14:00

Analysing pricing trends in South America

  • Examining price formation in South American LNG markets
  • Brazil’s drought: what impact will this have on prices?
  • Chile’s emergence as a spot LNG buyer: how will this affect market dynamics?
  • Assessing how spot trading has developed in the region: could a pricing hub develop?
Luis Lesmes, Executive Director LNG, Morgan Stanley
14:30

What will US liquefaction mean for the spot trade?

  • How much LNG is likely to be exported from the US and where will it go?
  • Will this impact Atlantic, as well as Asian, pricing?
  • Understanding the impact on supply flexibility?
Alfonso Puga, Chief Commercial Officer, Pangea LNG
15:00

Afternoon refreshments and networking

15:30

Tools for trading LNG

  • Evolution of hub benchmark pricing
  • Index based LNG contracts: what are Financial swaps?
  • How do traders trade on screen today? 
Les Male, Senior Director, Energy Products, CME Group
16:00

Can LNG contracts adapt with the market?

  • What do recent arbitrations mean for long-term contracts?
    • Increased use of price reviews
    • Will prices move away from oil linkages 
  • Exploring new trends in LNG contracting
    • The move to portfolio sales
    • Volume flexibility
    • Take obligations or Take or Pay?
    • Changing default provisions
Niall Trimble, Managing Director, The Energy Contract Company
16:30

Tracking developments in LNG shipping

  • Exploring new shipping routes and highlighting changes to old ones
  • Optimising routes to overcome the vessel shortage
  • How are new builds affecting charter rates?
Olga Vedernikova, LNG Director, Clarksons
17:00

Chairman’s closing statement


The organisers reserve the right to change the programme, speakers or venue should circumstances require.


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