Global LNG & Gas Business Dynamics

1. The fundamental structure of the LNG business, the key players, and their motivations
2. The LNG supply and value chain - looking at USLNG specifically and its position vs other LNG sources
3. How LNG is priced, How LNG is contracted, long term and short term. Demystifying the jargon and looking to the future
4. The outlook for LNG import markets, how they are structured: the importance of Asia, the flexibility of Europe
5. Energy Transitions
   • The progression to Net Zero
   • LNG and its role
   • Overview of Cleaning up the supply chain - initiatives throughout the supply chain
6. Bringing it all together - COP26 crossroads - a fundamentals skew in our business for the better or worse?

Masterclass Registration & Networking Welcome Breakfast

Navigating the New Challenges in LNG Offtake Contracting

LNG Controversies

⦁ Force majeure issues
⦁ Changes in law: Energy transition
⦁ Price reviews / challenges: Changing markets drive disputes
⦁ Impossibility of performance and other SPA gaps

Summit Registration & Networking Welcome Breakfast

Chair’s Opening Remarks

Opening Welcome Keynote Address

Opportunities in Louisiana and the Gulf Coast: Cooperation, Collaboration and Teamwork

Welcome Remarks and US Energy Overview

Inspirational Story from an Industry Leader

Get inspired from a success story about the opportunities available in the industry and how to overcome challenges

The Americas LNG & Gas Awards

Award Categories:

• Americas LNG & Gas Project of the Year 2021
• Americas LNG & Gas Sustainability & HSSE Award 2021
• Americas LNG & Gas Female Executive of the Year 2021
• Americas LNG & Gas Leader of Tomorrow 2021

Industry-Led Networking Roundtable Discussions

A unique opportunity to make new contacts and discuss key challenges with your peers at this interactive, and informal networking gathering

Table 1: What are the new policies emerging in the US affecting the natural gas supply chain?
Table 2: DoE’s Hydrogen Program Plan: What does it mean for USLNG?
Table 3: How can EPC companies increase transparency of their emissions-reductions efforts?
Table 4: What will the European methane strategy mean for USLNG?
Table 5: How do we reduce carbon and methane emissions in the gas supply chain?
Table 6: How are projects financed despite growing ESG pressures?

Networking Breakfast

Chair’s Remarks

Asia Gas & LNG Market and Infrastructure Outlook 2022-2030: Effects on USLNG

Community Engagement: Fostering the Leaders of Tomorrow

In collaboration with McNeese State University and SOWELA Technical Community College, and hosted by Cheniere Energy, this session will explore the relationship and synergies between the LNG & gas sector, the education community, and the local authorities to foster a sustainable future in the region and discuss further avenues of collaboration.

Winners of the LNG & Gas Americas Leader of Tomorrow Award

Session 6: Panel Discussion - Financing LNG & Gas Projects & Analysis of the LNG Business Outlook Throughout the 2020s?

• ESG issues emerging from the financing community and latest trends on project financing
• IOCs appetite to invest in new LNG projects
• What is being and what more can be done in terms of economic development throughout the region, particularly with regards to financing energy projects?
• Is the spot market liquid and transparent enough that lenders will take spot price risks?
• US upstream: HH pricing outlook
• The LNG demand pull: The challenge of aggregating sufficient long-term LNG demand to support new projects
• LNG trading: What percentage of the market is likely to be traded in spot and short term deals up to 3 years, by 2025 and 2030?
• LNG pricing: What developments are we seeing in spot and term pricing indexes?
• How can price volatility and cross commodity price exposure be managed effectively to help ensure the viability of a new LNG project

Chair’s Closing Remarks

Departure from the Golden Nugget Hotel

Guided tour of Farid Bogani Technology Center