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LNG Commercial Developments

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

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

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

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

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

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

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

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

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?

Closing Reception hosted by Endorsers

Arrival back at the Golden Nugget Hotel