Strategic Conference Agenda - Strategic Summit

AGENDA

Tuesday, October 31, 2023 Summit Masterclass 12:30PM - 5:30PM
Tuesday, October 31, 2023 Summit Registration & Networking Welcome Drinks Reception From 6:00PM
Wednesday, November 01, 2023 Summit Day One & Americas Energy Awards
Thursday, November 02, 2023 Summit Day Two
Friday, November 03, 2023 Summit Day Three

12:30 PM 01:00 PM

Masterclass Registration & Networking Welcome Coffee

A popular feature of the Americas Energy Summit & Exhibition, the Masterclass provides direct access to the latest insights and perspectives from industry experts on the topics that matter today. Fully CPD accredited, the sessions will arm you with the necessary tools to apply in your daily job and shape your business strategy going forward whilst also allowing you to start your networking early.

01:00 PM 03:00 PM

Global LNG & Gas Business Dynamics

Key building blocks

The new macro context for the global LNG business 2023-2030 and the longer term to 2050
Making LNG a competitive sustainable fuel for transitions by lowering its emissions
USLNG, its development and its specific value to the global LNG industry
The fundamentals of the business - how the supply chains are structured, how risks are managed, what the economics look like
The key players - what they bring, their approach to risk and value management and how they are adapting to the new macro business environment. How do they compare amongst themselves?

The focus on infrastructure: the forces currently promoting their development, vs the forces holding them back

LNG supply
Regasification
Shipping

Pat Roberts

Managing Director

LNG-Worldwide Ltd

03:00 PM 03:30 PM

Networking Coffee

03:30 PM 05:30 PM

Global LNG & Gas Business Dynamics Continued

What new trends are emerging?

Key regional markets
Selling gas: the cost vs value considerations
Supply capacity development – the business models behind Qatar and the US projects
The Global Portfolio Aggregators role
Contracting structures and short-term vs long-term considerations
LNG pricing options

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

Pat Roberts

Managing Director

LNG-Worldwide Ltd

05:30 PM 05:30 PM

Close Of Masterclass

06:00 PM 08:00 PM

Registration & Welcome Drinks

08:00 AM 09:00 AM

Registration & Welcome Coffee

09:00 AM 09:15 AM

Chair’s Opening Remarks

Pat Roberts

Managing Director

LNG-Worldwide Ltd

09:15 AM 09:30 AM

Official Opening Address

09:30 AM 09:45 AM

Keynote Address

09:45 AM 10:00 AM

Keynote Address

10:00 AM 11:15 AM

Session 1: Panel-Led Discussion: The LNG & Natural Gas Global Outlook For 2024 And Beyond: The Opportunities & Risks That Lie Ahead

Achieving energy security, affordability and decarbonization
- What lessons did we learn from the COVID-19 pandemic and the 2022 energy crisis from LNG buyers’ and suppliers' behavior?
- What changes are we seeing from key regional buyers to run their businesses?
  - Short term till 2026
  - Longer term till 2040
Are projections broadly correcting on LNG market stabilization post 2025/2026?
Which factors could bring significant changes in Global LNG demand projections from now until 2040?
Which markets are likely to offer sustained demand growth?
- Specific focus on Europe
- Various Asian markets
- Niche businesses in the Americas
Will certification of LNG’s carbon footprint become the norm?
The Global LNG supply response from key stakeholders
- Governments
- Integrated energy companies
- Liquefaction project developers
- Investors and lenders

11:15 AM 11:45 AM

Networking Coffee Break

11:45 AM 12:45 PM

Session 2: Panel-Led Discussion: North American Supply Projects FIDs: What Is The Consensus On The Long-Term Viability Of Projects And Barriers To Entry?

What commercial innovations are we seeing for structuring new LNG projects?
- US feed gas sold on a netback basis
- Equity investors as off takers
Different tenures of the deals
Development of new liquefaction projects: The case for FIDs in the next 12-24 months
- How many FIDs are quite likely?
- What is holding the projects back?
How time sensitive are these projects to meet demand at the right price?
The changing hurdles on project viability. The imperative to manage:
- Supply cost inflation
- Rising cost of capital
- Availability of EPC contractors
- ESG constrained lenders
- Aggregating sufficient long-term demand
To what extent are energy transitions influencing investments in new facilities?

12:45 PM 02:00 PM

Networking Lunch

02:00 PM 03:00 PM

Session 3: Presentation-Led Discussion: How Are EPC Contractors Adapting Their Operations To Maneuver Around Evolving LNG, Natural Gas And Macroeconomic Risks?

How will the latest permitting reforms influence future LNG and natural gas projects and their construction?
How will the price of metals, materials, low-carbon infrastructure and other core factors influence project costs?
Where will construction and engineering optimizations take place to improve efficiencies, reduce emissions and increase overall project viability?
Do we have a looming manpower crunch ahead in the 2024 – 2028 time frame?
- What strategies are needed to ensure workforce availability both during construction and operations of plants?
Key shifts in risk-sharing and contracting methods: How are investors and developers reacting to the move away from lump-sum contracts?
Climate change commitments: Are attitudes changing in the Americas markets and how will they impact the LNG and natural gas site developments?

03:00 PM 03:30 PM

Networking Coffee Break

03:30 PM 04:30 PM

Session 4: Presentation-Led Discussion: How Will CCS & CCUS Futureproof Investments In Energy-Intensive Sectors?

What is the status of the CCUS market?
What impact has the Inflation Reduction Act (IRA) had on the CCUS market in the past year and the projected impact?
Is the CCS & CCUS technology ready? How will CCS within energy projects become economically viable?
Is increasing carbon tax the only option for governments and policy makers to create a higher uptake in CCS across the industry?
How important has public opinion and climate regulations been in shaping a new urgency for CCS & CCUS projects across the industry?
What significant technological developments have been made and what more action needs to be taken?
Carbon sequestration, where is all the carbon going?
What are the different industry uses?
CCUS policies and regulations: A need for a safe implementation of the technology across the energy sector

04:30 PM 05:30 PM

Session 5: Presentation-Led Discussion: The Americas Energy Transition: What Opportunities Will Decarbonization Unlock?

LNG will reduce carbon emissions in coal-dependent nations rising to the challenge to substitute LNG, what can we do to facilitate it?
How are the LNG and gas industries progressing to net-zero targets set by governments?
Using avoidance, reduction and carbon offsets, how are the LNG players responding to decarbonization? Collaboration between stakeholders in the energy industry key to meet emissions reduction targets: what agreements are already in place? How much work needs to be done?
What’s the current track record and progress in the electrification in the upstream and liquefaction plants?
How will a proposed methane fee under the IRA affect current operations?

05:30 PM 05:30 PM

End Of Summit Day One

06:00 PM 08:00 PM

Americas Energy Awards Evening

08:00 AM 09:00 AM

Registration & Welcome Coffee

09:00 AM 09:10 AM

Chair’s Opening Remarks

Pat Roberts

Managing Director

LNG-Worldwide Ltd

09:10 AM 09:30 AM

Keynote Address

09:30 AM 10:00 AM

Keynote Address

10:00 AM 11:00 AM

Session 6: Panel-Led Discussion: Unlocking The Americas Hydrogen Economy

The pathway forward for hydrogen:
- The economic case for hydrogen, its applications and advantages
- Will affordable hydrogen consumption only come from government incentives for production?
- What are the persistent regulatory, storage and transportation hurdles?
- What role will ammonia play in developing the hydrogen economy?
- How will the Americas capture the best new talent needed to build the hydrogen economy?
- How will hydrogen hubs contribute to the development of widespread use in North and Latin America? Where will they be located and why?
LNG & natural gas synergies with hydrogen:
- How can hydrogen complement the LNG & gas industries in their path to GHG reduction?
- Which form of hydrogen production will be more prominent in the energy mix over the next 10 years? How will emission intensity be the deciding factor?
- Is there a case for adapting current LNG infrastructure to produce hydrogen?

11:00 AM 11:30 AM

Networking Coffee Break

11:30 AM 12:30 PM

Session 7: Presentation-Led Discussion: Price Volatility And LNG Vessel Availability: How Is This Affecting The LNG Shipping Industry?

Global outlook for short-term LNG shipping capacity for 2024-2028
Current commercial considerations: Outlook and forward forecast for charter rates
Will the number of new vessels be sufficient to handle projected global growth in LNG demand?
How much additional capacity can be created by optimizing vessel use?
How will the cost of increased environmental regulations on ships be shared?
What is shipping’s future role in carbon capture and storage?
How can new eco-fuel solutions be adopted by the shipping sector? Is electrification of shipping a cost-effective reality?
Is existing infrastructure enough to support the projected demand growth in LNG bunkering?
Are ports and infrastructure prepared for the increased volume of vessels through key strategic regions in the Americas?

12:30 PM 01:30 PM

Networking Lunch

01:30 PM 02:00 PM

USLNG In The Community: Leaders Of Tomorrow Program

The Leaders of Tomorrow Program features an essay competition for students, who will also get to participate and network with prospective employers at the event.

All competition entrants will also gain complimentary access to a networking breakfast and to the entire event to enable them to participate in vital industry learning and networking opportunities with key industry players.

This year we are expanding on our existing partnerships with SOWELA, McNeese State University and The University of Louisiana at Lafayette to incorporate a wider pool of universities in Louisiana and Texas that teach relevant courses to the industry. This will ensure both the outreach and opportunities are available to more students looking to start a career in the energy space.

02:00 PM 03:00 PM

Session 8: Panel-Led Discussion: The Role Of US LNG In Providing Energy Security To Europe In The Short And Long Term

What is the overall gas supply, demand and storage outlook for Europe as we enter Winter 2023/2024 – which factors could precipitate a shift?
To what extent will Europe set the global LNG spot price benchmark, and for how long?
What benefits would a new spot European LNG index have for the industry?
Is there a long-term shift of USLNG supplying European companies? What are the considerations for European companies to secure long term deals?
What commitments is the EU prepared to make to accelerate CO2 reduction and what consequences does that have for LNG long term?
What is the current EU thinking on the progression of managing Energy security, decarbonization and affordability - What can we expect to see next?
Is European LNG and natural gas infrastructure sufficient to move gas freely around the continent? What else needs to be done?

03:00 PM 03:30 PM

Networking Coffee Break

03:30 PM 04:30 PM

Session 9: Presentation-Led Discussion: Innovative Solutions To Developing LNG Markets In Latin And Central America

Regional overview to 2030 – where are the growth opportunities for LNG imports? Which countries are likely to embrace LNG and become consistent importers?
What are the key hurdles / risks holding import projects back?
Contracting trends: Following an illiquid spot market in 2022, is there more willingness from buyers to sign long term SPAs? Or are the trends pointing more to supplies from portfolio aggregators?
Examples of successful launches of small-scale projects
Where are the prospects for LNG exports in the longer term from the region? Which markets are they likely to supply - updates on progress of the front runners?

04:30 PM 05:30 PM

Session 10: Panel-Led Discussion: Evaluating LNG Opportunities And Market Unpredictability In Asia Pacific

North Asian markets:
- Key challenges in balancing LNG and their decarbonization objectives
- Managing expiries of LNG contracts throughout the 2020s against uncertain demand
- How much appetite is there for new long-term contracts?
- China country focus: Latest LNG supply and demand outlook
South & Southeast Asian markets:
- Which regions will LNG be a driving force in Asia Pacific’s energy transition and shift away from coal power generation?
- What impact has the war in Ukraine had on new entrants and their existing projects and their planned gas to power projects?
  - Current examples of companies needing to bolster their LNG supply
  - Strategies to use infrastructure until supply situation improves
- Does difficulty in securing LNG cost competitively defer LNG demand or destroy it?
  - Pricing levels needed to stimulate long term demand
Indian Sub-Continent markets:
- Specific challenges for price sensitive markets
- What is the appetite for investment in US projects, and for commitment to long-term HH indexed LNG?
- New initiatives to secure LNG
- What are the specific challenges for price sensitive markets in Asia?

05:30 PM 05:30 PM

End Of Summit Day Two

06:00 PM 08:00 PM

Networking Drinks Reception

08:30 AM 09:00 AM

Registration & Welcome Coffee

09:00 AM 09:10 AM

Chair’s Opening Remarks

Pat Roberts

Managing Director

LNG-Worldwide Ltd

09:10 AM 10:00 AM

Session 11: Panel-Led Discussion: Why Is Financing LNG Projects Proving So Difficult? Balancing Increased Natural Gas Demand, Increased Cost Of Capital & ESG Commitments

How are financiers responding to unprecedented gas prices, volatility, inflation, and demand uncertainty?
What efforts are expected from host governments to qualify their support for gas in energy transitions long-term to promote investment in LNG supply quickly?
What are the key financing hurdles associated with currently proposed LNG projects?
ESG considerations for investors: What are the current attitudes towards LNG project investments?
Where will the financing of new projects come from between traditional investors or new players such as venture capitalists?
Has a shift to more long-term contracting in global markets convinced lenders to support more LNG infrastructure projects?
What are the current financing trends between debt and equity for LNG projects?

10:00 AM 10:45 AM

Session 12: Presentation-Led Discussion: LNG & Natural Gas Regulatory Landscape And Industrial Policy Reforms

How will widespread certification of gas change the LNG industry? What are the driving forces?
How will the Bipartisan Infrastructure Law (BIL) continue to have an impact on the LNG and natural gas industry in the US?
How are local regulations and permitting reforms impacting global LNG supply?
How will reforms to greenhouse gas reporting and certification of LNG affect the wider industry in the future?
What impact will technology play in monitoring methane leakage and reporting?

10:45 AM 11:15 AM

Networking Coffee Break

11:15 AM 12:00 PM

Session 13: Panel-Led Discussion: In The Face Of Unprecedented Uncertainty In LNG Markets, How Can An Effective Risk Strategy Reduce Risk And Improve Decision Making?

How have volatile and illiquid spot prices over the last few years impacted the LNG industry’s approach to spot trading and risk management?
- The impact of rising margin calls on the exchanges for LNG trading companies
Examples of Risk Management service providers and their views on changing trends in the industry
Hedging strategies for USLNG off takers
- Different approaches from global portfolio aggregators, traders and end users
Feed gas suppliers: Are US producers looking to diversify their exposure and start selling US gas on regional market netbacks?
LNG charter rates - the need for a futures and forwards market

12:00 PM 12:45 PM

Session 14: Presentation-Led Discussion: Ensuring The LNG & Natural Gas Industry Is Fit For The Future

What strategies are needed to clarify public perception of LNG as the correct transition fuel?
How is public perception of LNG and natural gas affecting the future generations entering the industry?
What programs are in place to ensure future workforce and resources are available for future LNG and natural gas infrastructure projects?
What role will digitalization and technology advances play in increasing efficiency of LNG production and improve emissions?

12:45 PM 01:00 PM

Chair’s Closing Remarks

Pat Roberts

Managing Director

LNG-Worldwide Ltd

01:00 PM 01:30 PM

Networking Lunch

01:30 PM 01:30 PM

Close Of Summit

03:00 PM 03:30 PM

Networking Coffee Break

Tuesday, October 31, 2023 Summit Masterclass 12:30PM - 5:30PM
Tuesday, October 31, 2023 Summit Registration & Networking Welcome Drinks Reception From 6:00PM
Wednesday, November 01, 2023 Summit Day One & Americas Energy Awards
Thursday, November 02, 2023 Summit Day Two
Friday, November 03, 2023 Summit Day Three