A view from the Department of Business, Energy, and Industrial Strategy

Discussion topics to be addressed:

• The UK's energy priorities - Enhancing energy security balanced with pathways to decarbonisation
• What is the Energy slate for the UK in the foreseeable future and predicted changes
• Strategy to encourage investment in LNG infrastructure

Qatar and the future of European LNG supply and infrastructure

Discussion topics to be addressed:

• How much do they envisage supplying to Europe, and views on spt vs contract supplies
• What improvements in EU infrastructure would they like to see
• Comments on pricing formula for long term deals

Impact of the current geopolitical situation on the economics of the EU LNG market

US LNG within a changing global dynamic

Discussion topics to be addressed:

• Global LNG supply and demand dynamics in 2023 and beyond
• How are European customers viewed?
• How to price LNG contacts?
• Seasonality / weather conditions in Europe - Impact on demand?

Prospects for the US becoming a major LNG exporter

Discussion topics to be addressed:

• What are the current expectations for US LNG export demand to 2040?
• Evolving trade patterns - Shipping and storage capacity
• Are higher prices and European demand translating into definite investor support?
• Update on the latest US LNG projects and future expansion plans to get the product to the market

A view from the European Commission

LNG as part to energy security in the region

Discussion topics to be addressed

• What % of EU energy is envisaged to be LNG, summer and winter
• What infrastructure improvements are envisaged

LNG as part of the energy solution for Europe

Discussion topics to be addressed:

• Where is LNG envisaged within the slate?
• Diversity of supply sources (hurricane etc risks)
• Infrastructure

A view from Africa: Navigating the current market

Discussion topics to be addressed:

• The rollout of RepowerEU and its impact - What are the implications for Africa as an LNG exporter into Europe? 
• Which supply/export projects are benefiting the most from growing European interest in LNG?
• How do you meet the LNG supply cost challenge?

How quickly can Africa contribute further to LNG supply? Is there any ambitions to moving to North?

Financing LNG projects – Opportunities and challenges

Discussion topics to be addressed:

• How has the appetite of banks to finance LNG projects changed with a view of recent events?
• Have net-zero ambitions structurally changed investors views on assessing risks in new projects?
• ESG considerations for investors - Material changes in attitudes towards LNG projects
• How do you keep LNG relevant in an era where renewable energy investments will be prioritised?
• Have governments changed their attitude to financing LNG projects?

Financing LNG projects – Opportunities and challenges

A view from Saudi Arabia - Current state of LNG industry, the state of market, energy transition, and a company’s LNG supply strategy

A view from the UAE – Financing LNG infrastructure, demand and supply, expanding export infrastructure, and transportation

The Middle East as a major LNG supplier to Europe

A view from Germany – The long-term position for LNG within the energy transition strategy in Germany vs EU

LNG contracts – time for reform?

Discussion topics to be addressed:

• Do the current contracts work in new environment, pricing formula, duration etc?
• If so, what would consumers prefer?
• What would suppliers prefer?

Developing new demand infrastructure, modular technologies, and innovative integration

The infrastructure challenge I - Liquefaction facilities

Discussion topics to be addressed:

• Is there enough infrastructure in place to meet LNG demand projections?
• How will new projects needed considering Europe’s attempts to divest from Russian energy be financed as the energy transition gathers pace?

The infrastructure challenge II – Regasification facilities

Discussion topics to be addressed:

FSRUs vs land-based terminals

• What is more cost-effective to build FSRUs or land-based terminals?
• How fast do you construct them? Can they be constructed faster? If you build them faster is there less risk?
• What do you need from regulators to do to help you construct them quicker?
• Forecast for 2025, 2030 and 2040

LNG storage

• How much is needed?
• How quickly can it be built?

Future proofing LNG terminals

• What does a futureproof LNG terminal look like?
• Evaluating value-add terminal services - Reloading, trans-shipment, trucks, trains, bunkers and gas-up/cool-down

The infrastructure challenge III – Gearing up the supply chain for expansion
Discussion topics to be addressed:

• Assessing LNG shipping capacity, charter rates and availability of shipping in a new global market
• Risk of floating storage taking up shipping capacity
• What do the full range of the latest IMO regulations mean for LNG shipping availability and unit costs?
• How can we increase optimisation and efficiency to improve the use of existing shipping capacity?
• Will capacity be able to keep pace with the next wave of LNG developments?