Strategic Program

Tuesday, January 16, 2024 Strategic Conference
Wednesday, January 17, 2024 Strategic Conference
Thursday, January 18, 2024 Strategic Conference
Friday, January 19, 2024 Strategic Conference

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

Conference Chair

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

Conference Chair

LNG-Worldwide Ltd

05:30 PM 05:30 PM

Close Of Masterclass

08:00 AM 09:00 AM

Registration & Welcome Coffee

09:00 AM 09:05 AM

DMG Events Opening Remarks

09:05 AM 09:15 AM

Chair’s Opening Remarks

Pat Roberts

Conference Chair

LNG-Worldwide Ltd

09:15 AM 09:30 AM

Ministerial Address

H.E. Mykola Kolisnyk

Deputy Minister of Energy

Ministry of Energy of Ukraine

09:30 AM 09:45 AM

Ministerial Address

H.E. Ekperikpe Ekpo

Minister of State, Petroleum Resources - Gas (HMSPRG) and Head of Delegation

Ministry of Petroleum Resources, Nigeria

09:45 AM 10:00 AM

Keynote Address

Speaker

Stefan Rolle

Head of Division, Natural Gas, Emergency Preparedness; Hydrogen Storage

German Federal Ministry for Economic Affairs and Climate Action

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

Speaker

H.E. Mykola Kolisnyk

Deputy Minister of Energy

Ministry of Energy of Ukraine

Edward Kelly

Vice President, Americas Gas and Power Consulting

S&P Global

Adam Prestidge

Senior Vice President, LNG and Natural Gas

Glenfarne Energy Transition

Moderator

Pat Roberts

Conference Chair

LNG-Worldwide Ltd

Back

Wednesday, January 17, 2024

10:00 AM - 11:15 AM

Speaker

H.E. Mykola Kolisnyk

Deputy Minister of Energy, Ministry of Energy of Ukraine

Edward Kelly

Vice President, Americas Gas and Power Consulting, S&P Global

Adam Prestidge

Senior Vice President, LNG and Natural Gas, Glenfarne Energy Transition

Moderator

Pat Roberts

Conference Chair, LNG-Worldwide Ltd

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?

Speakers

Paul Varello

Founder & Executive Chairman

Commonwealth LNG

Justin Brady

Director - Commercial, LNG & Low-Carbon

Chesapeake Energy

Najla Jamoussi

Director of Global Fundamentals and Corporate Research

Cheniere Energy Inc.

Moderator

Charlie Riedl

Executive Director

Center for LNG CLNG

Back

Wednesday, January 17, 2024

11:45 AM - 12:45 PM

Speakers

Paul Varello

Founder & Executive Chairman, Commonwealth LNG

Justin Brady

Director - Commercial, LNG & Low-Carbon, Chesapeake Energy

Najla Jamoussi

Director of Global Fundamentals and Corporate Research, Cheniere Energy Inc.

Moderator

Charlie Riedl

Executive Director, Center for LNG CLNG

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?

Speaker

Paul Sullivan

Senior Vice President Global LNG & FLNG Worley

Worley/Advisian

Steven Borsos

Vice President LNG

Fluor Corporation

Walker Kimball

Senior Vice President

Bechtel Corporation

Moderator

Pat Roberts

Conference Chair

LNG-Worldwide Ltd

Back

Wednesday, January 17, 2024

02:00 PM - 03:00 PM

Speaker

Paul Sullivan

Senior Vice President Global LNG & FLNG Worley, Worley/Advisian

Steven Borsos

Vice President LNG, Fluor Corporation

Walker Kimball

Senior Vice President, Bechtel Corporation

Moderator

Pat Roberts

Conference Chair, LNG-Worldwide Ltd

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

Speaker

Stuart Page

Senior Consultant – Loan Programs Office (LPO)

United States Department of Energy (DoE)

Christina Staib

Global Finance Sector Lead

The Global CCS Institute

Moderator

Eryn Torres

Principal Geologist, Subsurface Lead for Carbon Capture and Storage

Geosyntec Consultants

Back

Wednesday, January 17, 2024

03:30 PM - 04:30 PM

Speaker

Stuart Page

Senior Consultant – Loan Programs Office (LPO), United States Department of Energy (DoE)

Christina Staib

Global Finance Sector Lead, The Global CCS Institute

Moderator

Eryn Torres

Principal Geologist, Subsurface Lead for Carbon Capture and Storage, Geosyntec Consultants

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?

Speakers

Anand Jha

Global Sales Leader - Chemical, Oil & Gas

ABB

Keith Shoemaker

Senior Vice President Commercial

EQT Corporation

Mallik Angalakudati

Senior Vice President, Strategy & Innovation Utilities

Washington Gas (A WGL Company)

Martin Mayer

Vice President LNG - Low Carbon Solutions

McDermott International Ltd.

Mark Aufmuth

Managing Director, Low Carbon & Cross Commodity Origination

Moderator

Dena Wiggins

President & CEO

Natural Gas Supply Association

Back

Wednesday, January 17, 2024

04:30 PM - 05:30 PM

Speakers

Anand Jha

Global Sales Leader - Chemical, Oil & Gas, ABB

Keith Shoemaker

Senior Vice President Commercial, EQT Corporation

Mallik Angalakudati

Senior Vice President, Strategy & Innovation Utilities, Washington Gas (A WGL Company)

Martin Mayer

Vice President LNG - Low Carbon Solutions, McDermott International Ltd.

Mark Aufmuth

Managing Director, Low Carbon & Cross Commodity Origination, BP

Moderator

Dena Wiggins

President & CEO, Natural Gas Supply Association

05:30 PM 05:30 PM

End Of Summit Day One

06:00 PM 08:00 PM

Americas Energy Awards Evening

08:00 AM 09:50 AM

Registration & Welcome Coffee

09:50 AM 10:00 AM

Chair’s Opening Remarks

Pat Roberts

Conference Chair

LNG-Worldwide Ltd

11:00 AM 11:30 AM

Networking Coffee Break

11:30 AM 12:30 PM

Session 6: Panel-Led Discussion: The Shipping Transition: LNG Vessel Availability; Options for Shipping Hydrogen; Cutting Marine Carbon Emissions

Global outlook for short term LNG shipping capacity for 2024-2028
Current commercial considerations: LNG vessel charter rates, contract lengths and growing presence of Chinese shipyards
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?
Is existing infrastructure enough to support the projected demand growth in LNG bunkering?
Regulatory changes: Are they sufficient to drive change; how will the cost of increased environmental regulations on ships be shared?
The Eco-fuel dilemma: Methane, Ammonia, Electrification or alternatives: What would be cost-effective and available?
Shipping options for the emerging hydrogen economy
What is shipping’s future role in carbon capture and storage?
Are ports and infrastructure prepared for the increased volume of vessels through key strategic regions in the Americas?

Speaker

Michael T. McNamara

Vice President Global Fuel Supply

Carnival Corporation

Antonio Miranda

Head of LNG Bunkering

Naturgy

Nacho de Miguel

Head of Alternative Fuels & Sustainability

Peninsula

Moderator

Carlos Guerrero

Global Market Leader Gas Carrier

Bureau Veritas Marine & Offshore

Back

Thursday, January 18, 2024

11:30 AM - 12:30 PM

Speaker

Michael T. McNamara

Vice President Global Fuel Supply, Carnival Corporation

Antonio Miranda

Head of LNG Bunkering, Naturgy

Nacho de Miguel

Head of Alternative Fuels & Sustainability, Peninsula

Moderator

Carlos Guerrero

Global Market Leader Gas Carrier, Bureau Veritas Marine & Offshore

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 7: Panel-Led Discussion: The Role Of 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?

Speaker

Stefan Rolle

Head of Division, Natural Gas, Emergency Preparedness; Hydrogen Storage

German Federal Ministry for Economic Affairs and Climate Action

Jouni Liimatta

Head of Trading & Optimizing

Gasum

Tim Tarpley

President

Energy Workforce & Technology Council

Ira Joseph

Global Fellow

Center on Global Energy Policy – Columbia University

Moderator

Ruth Liao

LNG Reporter

Bloomberg News

Back

Thursday, January 18, 2024

02:00 PM - 03:00 PM

Speaker

Stefan Rolle

Head of Division, Natural Gas, Emergency Preparedness; Hydrogen Storage, German Federal Ministry for Economic Affairs and Climate Action

Jouni Liimatta

Head of Trading & Optimizing, Gasum

Tim Tarpley

President, Energy Workforce & Technology Council

Ira Joseph

Global Fellow, Center on Global Energy Policy – Columbia University

Moderator

Ruth Liao

LNG Reporter, Bloomberg News

03:00 PM 03:30 PM

Networking Coffee Break

03:30 PM 04:30 PM

Session 8: 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?

Speakers

Eric Pedroso

Principal LNG Trader

Texas Energy Corporation

Jose Sarmiento

Vice President and Country Manager - El Salvador

Invenergy

Alfredo Chamat

General Manager

Calamari LNG

Jose M Castro

Managing Director

SPEC LNG

Moderator

Kenna Bravo

Founder and Managing Director

GNL Global

Back

Thursday, January 18, 2024

03:30 PM - 04:30 PM

Speakers

Eric Pedroso

Principal LNG Trader, Texas Energy Corporation

Jose Sarmiento

Vice President and Country Manager - El Salvador, Invenergy

Alfredo Chamat

General Manager, Calamari LNG

Jose M Castro

Managing Director, SPEC LNG

Moderator

Kenna Bravo

Founder and Managing Director, GNL Global

04:30 PM 05:30 PM

Session 9: 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?

Speakers

Amy Chen Davis

Vice President

Energy Transfer

Manish Khera

Vice President Commercial & Operations

GAIL Global USA Inc.

Eiji Yanagawa

President & CEO

Mitsui & Co, Energy Marketing and Services (USA) Inc. MEMS

Faisal Mohammed Al-Haddad

Team Leader Market Research

Kuwait Petroleum Corporation

Daisuke Harada

Project Director – Research and Analysis Department

Japan Organization for Metals and Energy Security (JOGMEC)

Moderator

Madeline Jowdy

Global Head, LNG Consulting

S&P Global

Back

Thursday, January 18, 2024

04:30 PM - 05:30 PM

Speakers

Amy Chen Davis

Vice President, Energy Transfer

Manish Khera

Vice President Commercial & Operations, GAIL Global USA Inc.

Eiji Yanagawa

President & CEO, Mitsui & Co, Energy Marketing and Services (USA) Inc. MEMS

Faisal Mohammed Al-Haddad

Team Leader Market Research, Kuwait Petroleum Corporation

Daisuke Harada

Project Director – Research and Analysis Department, Japan Organization for Metals and Energy Security (JOGMEC)

Moderator

Madeline Jowdy

Global Head, LNG Consulting, S&P Global

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

Conference Chair

LNG-Worldwide Ltd

09:10 AM 10:00 AM

Session 11: Panel-Led Discussion: Ensuring Natural Gas Supply Chains Continue to Flow: How Will Pipelines, Transportation and Storage operators navigate growing demand, changing regulatory and environmental considerations?

What are the key drivers behind the recent fluctuations in U.S. natural gas production, and how do they affect pipeline infrastructure planning?
What strategies are being employed to ensure the resilience and security of natural gas supply chains?
How are ESG (Environmental, Social, Governance) considerations influencing investment decisions in the industry?
What approach can pipeline operators and storage facilities adopt to minimize their carbon footprint and meet sustainability goals?
What role does innovation play in addressing environmental challenges, such as leak detection technologies and carbon capture?
What are the key infrastructure challenges and bottlenecks that need to be addressed for efficient natural gas transportation and storage?
How are digital technologies, including IoT, AI, and blockchain, being leveraged to optimize pipeline and storage operations?
What opportunities exist for incorporating renewable and green gases (e.g., hydrogen) into existing natural gas infrastructure?

Speaker

Damond Smith

Grants Management Officer

United States Department of Transportation (PHMSA)

Pamela Young

Outreach Specialist & Gulf Coast Regional Lead

FERC Office of Public Participation (OPP)

Moderator

Dena Wiggins

President & CEO

Natural Gas Supply Association

Ruth Liao

LNG Reporter

Bloomberg News

Back

Friday, January 19, 2024

09:10 AM - 10:00 AM

Speaker

Damond Smith

Grants Management Officer, United States Department of Transportation (PHMSA)

Pamela Young

Outreach Specialist & Gulf Coast Regional Lead, FERC Office of Public Participation (OPP)

Moderator

Dena Wiggins

President & CEO, Natural Gas Supply Association

Ruth Liao

LNG Reporter, Bloomberg News

10:00 AM 10:45 AM

Session 12: 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?

Speakers

Stuart Page

Senior Consultant – Loan Programs Office (LPO)

United States Department of Energy (DoE)

M. Estefanía Michel Ortega

Director – Project Finance, Natural Resources

Mizuho Americas

Michael Bennett

Managing Director, Global LNG Commodities and Global Markets

Macquarie Group Limited

Michael Openlander

Managing Director – Investment Banking – Energy Infrastructure

Moelis

Back

Friday, January 19, 2024

10:00 AM - 10:45 AM

Speakers

Stuart Page

Senior Consultant – Loan Programs Office (LPO), United States Department of Energy (DoE)

M. Estefanía Michel Ortega

Director – Project Finance, Natural Resources, Mizuho Americas

Michael Bennett

Managing Director, Global LNG Commodities and Global Markets, Macquarie Group Limited

Michael Openlander

Managing Director – Investment Banking – Energy Infrastructure, Moelis

10:45 AM 11:15 AM

Networking Coffee

11:15 AM 12:00 PM

Session 13: 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?

Speakers

Sentho White

Director for the National Center of Excellence for LNG Safety

United States Department of Transportation (DoT), (PHMSA)

Jason Ryu

Detachment Chief, Liquefied Gas Carrier, National Center of Expertise

United States Coast Guard

Moderator

Dena Wiggins

President & CEO

Natural Gas Supply Association

Back

Friday, January 19, 2024

11:15 AM - 12:00 PM

Speakers

Sentho White

Director for the National Center of Excellence for LNG Safety, United States Department of Transportation (DoT), (PHMSA)

Jason Ryu

Detachment Chief, Liquefied Gas Carrier, National Center of Expertise, United States Coast Guard

Moderator

Dena Wiggins

President & CEO, Natural Gas Supply Association

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?