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08:30 AM 01:00 PM

Global LNG & Gas Business Dynamics

⦁ The LNG value chain model: Technical / commercial / operational aspects and the importance of ongoing cost optimization
⦁ The LNG cost chain model: USLNG and the impact it may have on the overall global LNG business
⦁ Outlook for the global LNG business to 2030
⦁ Current challenges and opportunities

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IconTuesday 02 November 2021

Icon08:30 AM - 01:00 PM

Global LNG & Gas Business Dynamics

⦁ The LNG value chain model: Technical / commercial / operational aspects and the importance of ongoing cost optimization
⦁ The LNG cost chain model: USLNG and the impact it may have on the overall global LNG business
⦁ Outlook for the global LNG business to 2030
⦁ Current challenges and opportunities

08:30 AM 09:30 AM

Masterclass Registration & Networking Welcome Breakfast

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IconTuesday 02 November 2021

Icon08:30 AM - 09:30 AM

Masterclass Registration & Networking Welcome Breakfast

09:30 AM 11:00 AM

Masterclass begins

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IconTuesday 02 November 2021

Icon09:30 AM - 11:00 AM

Masterclass begins

Networking Coffee Break

icon11:00 AM - 11:30 AM

11:30 AM 01:00 PM

Masterclass continues

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IconTuesday 02 November 2021

Icon11:30 AM - 01:00 PM

Masterclass continues

Networking Lunch

icon01:00 PM - 02:30 PM

02:30 PM 06:00 PM

Navigating the New Challenges in LNG Offtake Contracting

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IconTuesday 02 November 2021

Icon02:30 PM - 06:00 PM

Navigating the New Challenges in LNG Offtake Contracting

02:30 PM 04:00 PM

LNG Commercial Developments

⦁ Pricing: Bridging buyer and seller markets
⦁ Term: Shorter terms, more options
⦁ Flexibility: Volumes and destinations

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IconTuesday 02 November 2021

Icon02:30 PM - 04:00 PM

LNG Commercial Developments

⦁ Pricing: Bridging buyer and seller markets
⦁ Term: Shorter terms, more options
⦁ Flexibility: Volumes and destinations

Networking Coffee Break

icon04:00 PM - 04:30 AM

04:30 PM 06:00 PM

LNG Controversies

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

Confirmed Course Leaders:

David Lang

Partner, Corporate Finance & Investment

King & Spalding

Wade Coriell

Partner, Trial and Global Disputes / International Arbitration & Litigation

King & Spalding

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IconTuesday 02 November 2021

Icon04:30 PM - 06:00 PM

LNG Controversies

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

Confirmed Course Leaders:

David Lang

Partner, Corporate Finance & Investment, King & Spalding

Wade Coriell

Partner, Trial and Global Disputes / International Arbitration & Litigation, King & Spalding

06:00 PM 08:00 PM

End of Masterclasses & Networking Drinks Reception & Summit Pre-Registration

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IconTuesday 02 November 2021

Icon06:00 PM - 08:00 PM

End of Masterclasses & Networking Drinks Reception & Summit Pre-Registration

07:45 AM 08:45 AM

Summit Registration & Networking Welcome Breakfast

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IconWednesday 03 November 2021

Icon07:45 AM - 08:45 AM

Summit Registration & Networking Welcome Breakfast

08:45 AM 08:50 AM

Chair’s Opening Remarks

Pat Roberts

Managing Director

LNG-Worldwide Ltd

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IconWednesday 03 November 2021

Icon08:45 AM - 08:50 AM

Chair’s Opening Remarks

Pat Roberts

Managing Director, LNG-Worldwide Ltd

08:50 AM 09:15 AM

Keynote Addresses

Nic Hunter

Mayor

City of Lake Charles

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IconWednesday 03 November 2021

Icon08:50 AM - 09:15 AM

Keynote Addresses

Nic Hunter

Mayor, City of Lake Charles

09:15 AM 10:45 AM

Session 1: Panel Discussion - The Transformation Ahead for Global Gas

⦁ Review of 2021 key developments, COVID-19, COP26 outcomes and the impact of Energy Transitions on the global LNG business
Medium-Term 2021-2030:
⦁ US domestic developments:
⦁ How will climate policies impact the natural gas supply chain?
⦁ Impact of changing geopolitics:
⦁ US and its relationships with China, Russia and Europe
⦁ G7 policies on climate change and their impact on natural gas
⦁ LNG plant designs to avoid and reduce GHGs
⦁ DoE’s Hydrogen Program Plan: What does it mean for US gas?
⦁ USLNG developments:
⦁ How competitive are USLNG commercial business models?
⦁ In terms of risk how well do they stand up to the effects of:
⦁ The pandemic
⦁ Severe adverse weather conditions
⦁ Other global LNG competitors

Confirmed Speaker:

Anatol Feygin

Executive VP

Cheniere Energy

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IconWednesday 03 November 2021

Icon09:15 AM - 10:45 AM

Session 1: Panel Discussion - The Transformation Ahead for Global Gas

⦁ Review of 2021 key developments, COVID-19, COP26 outcomes and the impact of Energy Transitions on the global LNG business
Medium-Term 2021-2030:
⦁ US domestic developments:
⦁ How will climate policies impact the natural gas supply chain?
⦁ Impact of changing geopolitics:
⦁ US and its relationships with China, Russia and Europe
⦁ G7 policies on climate change and their impact on natural gas
⦁ LNG plant designs to avoid and reduce GHGs
⦁ DoE’s Hydrogen Program Plan: What does it mean for US gas?
⦁ USLNG developments:
⦁ How competitive are USLNG commercial business models?
⦁ In terms of risk how well do they stand up to the effects of:
⦁ The pandemic
⦁ Severe adverse weather conditions
⦁ Other global LNG competitors

Confirmed Speaker:

Anatol Feygin

Executive VP, Cheniere Energy

Networking Coffee Break

icon10:45 AM - 11:30 AM

11:30 AM 12:30 PM

Session 2: North America LNG Supply Projects: Low Carbon Solutions and Commercial Innovations

⦁ How can developers differentiate themselves with off-takers and investors to maintain their competitiveness?
⦁ USLNG’s response to GHG reduction in its supply chain using avoid, reduce and offset initiatives:
⦁ Examples of what is currently happening
⦁ Estimated costs of GHG reduction and the bearer of that cost
⦁ Measurement, recording and verification procedures
⦁ 2030 targets
⦁ Progress in carbon neutral LNG sales
⦁ New commercial offerings from USLNG developers:
⦁ FOB, DES, DAP
⦁ Pricing indexes: HH, TTF, JKM, oil, hybrids
⦁ Shorter durations of LNG contracts
⦁ Sales to end users vs. sales to portfolio aggregators and traders
⦁ What edge do USLNG developers have with respect to other LNG sellers?
⦁ Outlook for USLNG production and sales by 2030

Confirmed Speakers:

Mike Sabel

CEO, Executive Co-Chairman and Founder

Venture Global LNG

Octávio Simões

President & CEO

Tellurian Inc.

Paul Varello

President & CEO

Commonwealth LNG

Juan Oliva Vasquez

Head of Gas & Fuels LatAm

ENEL (Chile)

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IconWednesday 03 November 2021

Icon11:30 AM - 12:30 PM

Session 2: North America LNG Supply Projects: Low Carbon Solutions and Commercial Innovations

⦁ How can developers differentiate themselves with off-takers and investors to maintain their competitiveness?
⦁ USLNG’s response to GHG reduction in its supply chain using avoid, reduce and offset initiatives:
⦁ Examples of what is currently happening
⦁ Estimated costs of GHG reduction and the bearer of that cost
⦁ Measurement, recording and verification procedures
⦁ 2030 targets
⦁ Progress in carbon neutral LNG sales
⦁ New commercial offerings from USLNG developers:
⦁ FOB, DES, DAP
⦁ Pricing indexes: HH, TTF, JKM, oil, hybrids
⦁ Shorter durations of LNG contracts
⦁ Sales to end users vs. sales to portfolio aggregators and traders
⦁ What edge do USLNG developers have with respect to other LNG sellers?
⦁ Outlook for USLNG production and sales by 2030

Confirmed Speakers:

Mike Sabel

CEO, Executive Co-Chairman and Founder, Venture Global LNG

Octávio Simões

President & CEO, Tellurian Inc.

Paul Varello

President & CEO, Commonwealth LNG

Juan Oliva Vasquez

Head of Gas & Fuels LatAm, ENEL (Chile)

Networking Lunch

icon12:45 PM - 02:00 PM

02:00 PM 02:10 PM

Inspirational Story from an Industry Leader

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

Lisa Glatch

President & Chief Operating Officer

Sempra LNG

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IconWednesday 03 November 2021

Icon02:00 PM - 02:10 PM

Inspirational Story from an Industry Leader

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

Lisa Glatch

President & Chief Operating Officer, Sempra LNG

02:10 PM 03:30 PM

Session 3: Infrastructure Innovation: Collaboration, Project Development & Construction in a Decarbonizing World

⦁ What more can be done to develop project relations on a local and regional level?
⦁ How big of a role do EPC companies play in boosting local economies?
⦁ EPC’s roles in reducing GHG emissions intensity
⦁ New cost control measures to ensure budgets and schedules are met?
⦁ Challenges to LSTK contracts
⦁ Is modular LNG challenging other designs?
⦁ Is FLNG still viable for some applications in the US?
⦁ Is the shrinking pool of major EPCs a challenge for USLNG developers?
⦁ Hydrogen: Commercial opportunities using existing natural gas infrastructure

Confirmed Speakers:

Secretary Thomas Harris

Department of Natural Resources

State of Louisiana

Mike VanderMate

VP of Engineering & Construction

Sempra LNG

Richert Self

Executive Director

Lake Charles Harbor & Terminal District

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IconWednesday 03 November 2021

Icon02:10 PM - 03:30 PM

Session 3: Infrastructure Innovation: Collaboration, Project Development & Construction in a Decarbonizing World

⦁ What more can be done to develop project relations on a local and regional level?
⦁ How big of a role do EPC companies play in boosting local economies?
⦁ EPC’s roles in reducing GHG emissions intensity
⦁ New cost control measures to ensure budgets and schedules are met?
⦁ Challenges to LSTK contracts
⦁ Is modular LNG challenging other designs?
⦁ Is FLNG still viable for some applications in the US?
⦁ Is the shrinking pool of major EPCs a challenge for USLNG developers?
⦁ Hydrogen: Commercial opportunities using existing natural gas infrastructure

Confirmed Speakers:

Secretary Thomas Harris

Department of Natural Resources, State of Louisiana

Mike VanderMate

VP of Engineering & Construction, Sempra LNG

Richert Self

Executive Director, Lake Charles Harbor & Terminal District

Networking Coffee Break

icon03:30 PM - 04:00 PM

04:00 PM 06:00 PM

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?

Table 5

Michael Rabbani

Senior Associate- Climate Intelligence Program

Rocky Mountain Institute

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IconWednesday 03 November 2021

Icon04:00 PM - 06:00 PM

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?

Table 5

Michael Rabbani

Senior Associate- Climate Intelligence Program, Rocky Mountain Institute

06:00 PM 08:00 PM

Networking Evening Reception & Awards Evening

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

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IconWednesday 03 November 2021

Icon06:00 PM - 08:00 PM

Networking Evening Reception & Awards Evening

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

07:30 AM 08:00 AM

Networking Breakfast

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IconThursday 04 November 2021

Icon07:30 AM - 08:00 AM

Networking Breakfast

08:00 AM 08:10 AM

Chair’s Remarks

Pat Roberts

Managing Director

LNG-Worldwide Ltd

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IconThursday 04 November 2021

Icon08:00 AM - 08:10 AM

Chair’s Remarks

Pat Roberts

Managing Director, LNG-Worldwide Ltd

08:10 AM 08:30 AM

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

Li Yao

Li Yao

Founder & CEO

SIA Energy

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IconThursday 04 November 2021

Icon08:10 AM - 08:30 AM

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

Li Yao

Li Yao

Founder & CEO, SIA Energy

08:30 AM 09:15 AM

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

Confirmed Speakers:

Nic Hunter

Mayor

City of Lake Charles

Eric Cormier

VP of Policy and Strategic Development

Southwest Louisiana Economic Development Alliance

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IconThursday 04 November 2021

Icon08:30 AM - 09:15 AM

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

Confirmed Speakers:

Nic Hunter

Mayor, City of Lake Charles

Eric Cormier

VP of Policy and Strategic Development, Southwest Louisiana Economic Development Alliance

09:15 AM 10:45 AM

Session 4: Panel Discussion - Stimulating Global Gas & LNG Demand as a Pragmatic Pathway to Decarbonization

⦁ What could change the outlook for North American gas demand (Clean Power Plan, Carbon tax, Government policies) and how quickly?
⦁ How likely is that US, Canada and Mexico’s Government agencies will stimulate new sustainable gas demand?
⦁ What changes are we seeing from other regional LNG producers (Trinidad, Peru)?
⦁ What are the trends of the top 15 LNG importing countries (accounting for 90% of LNG demand) and what opportunities/challenges do they present for USLNG?
⦁ What will the European methane strategy mean for USLNG?
⦁ LNG as a competitive fuel in the Americas:
⦁ Latest trends in Central and South America
⦁ Small-scale LNG and LNG bunkering activities

Confirmed Speakers:

Nathan Younge

Regional Director, Latin America & Caribbean

U.S. Trade & Development Agency

Alfredo Chamat

General Manager

Calamari LNG

Clair Marceaux

Port Director

Cameron Parish Port, Harbor & Terminal District

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IconThursday 04 November 2021

Icon09:15 AM - 10:45 AM

Session 4: Panel Discussion - Stimulating Global Gas & LNG Demand as a Pragmatic Pathway to Decarbonization

⦁ What could change the outlook for North American gas demand (Clean Power Plan, Carbon tax, Government policies) and how quickly?
⦁ How likely is that US, Canada and Mexico’s Government agencies will stimulate new sustainable gas demand?
⦁ What changes are we seeing from other regional LNG producers (Trinidad, Peru)?
⦁ What are the trends of the top 15 LNG importing countries (accounting for 90% of LNG demand) and what opportunities/challenges do they present for USLNG?
⦁ What will the European methane strategy mean for USLNG?
⦁ LNG as a competitive fuel in the Americas:
⦁ Latest trends in Central and South America
⦁ Small-scale LNG and LNG bunkering activities

Confirmed Speakers:

Nathan Younge

Regional Director, Latin America & Caribbean, U.S. Trade & Development Agency

Alfredo Chamat

General Manager, Calamari LNG

Clair Marceaux

Port Director, Cameron Parish Port, Harbor & Terminal District

Networking Coffee Break

icon10:45 AM - 11:15 AM

11:15 AM 12:45 PM

Session 5: Gas’ Role in the Energy Transition: Cleaning up the Supply Chain

⦁ Making global energy transitions happen: The outlook 2022-2040
⦁ What are the new targets being set by buyers, their governments, and investors?
⦁ Blue hydrogen: Is it a viable option in the energy transition?
GHG Reduction:
⦁ Are specific enforceable targets needed to make US natural gas greener?
⦁ Update in measurement and monitoring initiatives
⦁ Who pays for the clean-up? And what are the assessed costs in $/MMBtu?
⦁ How do you trade LNG cargoes with different C footprints?
Technology Trends:
⦁ The role of CCS in reducing GHG emissions in the gas supply chain
⦁ Other trends emerging in GHG emission management

Confirmed Speaker:

Michelle Foss

Fellow in Energy, Minerals and Materials

Rice University’s Baker Institute

Lara Owens

Manager – Climate Intelligence Program

Rocky Mountain Institute

Kamran Javed

Independent Consultant

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IconThursday 04 November 2021

Icon11:15 AM - 12:45 PM

Session 5: Gas’ Role in the Energy Transition: Cleaning up the Supply Chain

⦁ Making global energy transitions happen: The outlook 2022-2040
⦁ What are the new targets being set by buyers, their governments, and investors?
⦁ Blue hydrogen: Is it a viable option in the energy transition?
GHG Reduction:
⦁ Are specific enforceable targets needed to make US natural gas greener?
⦁ Update in measurement and monitoring initiatives
⦁ Who pays for the clean-up? And what are the assessed costs in $/MMBtu?
⦁ How do you trade LNG cargoes with different C footprints?
Technology Trends:
⦁ The role of CCS in reducing GHG emissions in the gas supply chain
⦁ Other trends emerging in GHG emission management

Confirmed Speaker:

Michelle Foss

Fellow in Energy, Minerals and Materials, Rice University’s Baker Institute

Lara Owens

Manager – Climate Intelligence Program, Rocky Mountain Institute

Kamran Javed

Independent Consultant

Networking Lunch

icon12:45 PM - 01:45 PM

01:45 PM 02:45 PM

Session 6: Panel Discussion - Financing LNG & Gas Projects: Complying with Growing ESG Pressure

⦁ ESG issues emerging from the financing community and latest trends on project financing
⦁ IOCs appetite to invest in new LNG projects
⦁ Is the spot market liquid and transparent enough that lenders will take spot price risks?
⦁ Bankruptcy risk: How are the US, Canada & Mexico different from competitor LNG countries also looking to project finance?

Confirmed Speakers:

David Lang

Partner, Corporate Finance & Investment

King & Spalding

John Akridge

Co-Founder

Height Securities

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IconThursday 04 November 2021

Icon01:45 PM - 02:45 PM

Session 6: Panel Discussion - Financing LNG & Gas Projects: Complying with Growing ESG Pressure

⦁ ESG issues emerging from the financing community and latest trends on project financing
⦁ IOCs appetite to invest in new LNG projects
⦁ Is the spot market liquid and transparent enough that lenders will take spot price risks?
⦁ Bankruptcy risk: How are the US, Canada & Mexico different from competitor LNG countries also looking to project finance?

Confirmed Speakers:

David Lang

Partner, Corporate Finance & Investment, King & Spalding

John Akridge

Co-Founder, Height Securities

Networking Coffee Break

icon02:45 PM - 03:15 PM

03:15 PM 03:25 PM

Inspirational Story from an Industry Leader

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

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IconThursday 04 November 2021

Icon03:15 PM - 03:25 PM

Inspirational Story from an Industry Leader

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

03:25 PM 04:40 PM

Session 7: Panel Discussion - What Might the LNG Business Look Like Throughout the 2020s?– Spot Trading, Pricing Mechanisms and Contracts

⦁ US upstream: HH pricing outlook
⦁ The LNG demand pull: The challenge of aggregating sufficient long-term LNG demand to support new projects
⦁ The importance of China’s LNG demand on the global business
⦁ 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
⦁ Environmental trading books: Will we see a step change towards these for end users?

Confirmed Speakers:

Jason Feer

Head of Business Intelligence

Poten & Partners

Carlos Wheelock

Head of LNG, Americas

Vitol

John Borenius

Manager- North America Gas & LNG Products

Tullet Prebon

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IconThursday 04 November 2021

Icon03:25 PM - 04:40 PM

Session 7: Panel Discussion - What Might the LNG Business Look Like Throughout the 2020s?– Spot Trading, Pricing Mechanisms and Contracts

⦁ US upstream: HH pricing outlook
⦁ The LNG demand pull: The challenge of aggregating sufficient long-term LNG demand to support new projects
⦁ The importance of China’s LNG demand on the global business
⦁ 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
⦁ Environmental trading books: Will we see a step change towards these for end users?

Confirmed Speakers:

Jason Feer

Head of Business Intelligence, Poten & Partners

Carlos Wheelock

Head of LNG, Americas, Vitol

John Borenius

Manager- North America Gas & LNG Products, Tullet Prebon

04:40 PM 04:45 PM

Chair’s Closing Remarks

Pat Roberts

Managing Director

LNG-Worldwide Ltd

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IconThursday 04 November 2021

Icon04:40 PM - 04:45 PM

Chair’s Closing Remarks

Pat Roberts

Managing Director, LNG-Worldwide Ltd

04:45 PM 06:00 PM

Closing Reception hosted by Endorsers

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IconThursday 04 November 2021

Icon04:45 PM - 06:00 PM

Closing Reception hosted by Endorsers

08:15 AM 09:00 AM

Departure from the Golden Nugget Hotel

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IconFriday 05 November 2021

Icon08:15 AM - 09:00 AM

Departure from the Golden Nugget Hotel

09:00 AM 12:15 PM

Guided tour of Cameron LNG

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IconFriday 05 November 2021

Icon09:00 AM - 12:15 PM

Guided tour of Cameron LNG

12:15 PM 12:15 PM

Arrival back at the Golden Nugget Hotel

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IconFriday 05 November 2021

Icon12:15 PM - 12:15 PM

Arrival back at the Golden Nugget Hotel