The Houstonian Hotel, Houston, TX, USA

Transcription

1 The Houstonian Hotel, Houston, TX, USA GOLD SPONSORS SILVER SPONSORS BRONZE SPONSORS

2 Confirmed Speakers Rob Smith, Deputy Assistant Secretary for Oil & Natural Gas, U.S. Department of Energy Jose María Castro, Director, New Business, SPEC LNG (Colombia) Juan Oliva Vasquez, Head of Gas & Fuels Latam, Enel (Chile) Guillermo Turrent, General Manager, CFE Energía, Comisión Federal de Electricidad (Mexico) Alexandre Chiofetti, President, Gas Trading, Grupo Leros (Brazil) Michiko Hirose, General Manager, Gas Resources Department, Tokyo Gas Eduardo Maranhão, CEO, CELSE (Brazil) Jason Bennett, Co-Chair of Global Projects Department & Partner, Baker Botts Anatol Feygin, Executive Vice President & Chief Commercial Officer, Cheniere Jimmy Straughan, Chief Commercial Officer - LNG Americas, BP Peter Keller, Executive Vice President, TOTE Inc. Salvador Rivas, Director, Alternative Fuels, Ministry of Industry and Commerce, Dominican Republic Kasciandro Senem, Gas & Power Manager, Petrobras Keo Lukefahr, General Manager, Americas Natural Gas, Petrochina Westana H. Wiraatmadja, President Director, PT. Energi Nusantara Merah Putih (Indonesia) Mindaugas Aleska, Global LNG Director, Klaipedos Nafta Luke Taylor, Senior Managing Director, Stonepeak Infrastructure Caitlin Hardy, LNG Project Manager, Foss Maritime Inosi Nyatta, Partner, Corporate & Finance Group, Sullivan & Cromwell Charlie Riedl, Executive Director, Center for Liquefied Natural Gas (CLNG) Sam Sherman, Executive Director & Group Head, Latin America Project Finance, SMBC Alan Townsend, Senior Industry Specialist, International Finance Corporation Dena Wiggins, President & CEO, Natural Gas Supply Association Aziz Bamik, North America General Manager, GTT Carlos Wheelock, LNG Manager - Americas, Vitol Stuart Murray, Head for Power & Energy, Project Finance Americas, Citigroup Asish K Mohanty, Managing Director, Americas, Galway Group CAPT Jason Smith, U.S. Coast Guard Detachment Chief, Liquefied Gas Carrier National Centre of Expertise Pat Roberts, Managing Director, LNG-Worldwide Ltd George Nemeth, Director, LNG Business Development, The AES Corporation Lieza Wilcox, Vice President, Commercial and Economics, Alaska Gasline Development Corporation Jason Feer, Head of Business Intelligence, Poten & Partners Fred Hutchison, Executive Director, LNG Allies Richard Meyer, Manager, Energy Analysis & Standards, American Gas Association Nick Bellamy, Managing Director - Energy and Infrastructure Group, Crédit Agricole CIB Vera de Gyarfas, Partner, Global Transactions Practice Group, King & Spalding Esteban Papanicolau, Executive Director, GasPorto International LLC (El Salvador)

3 Tuesday, 20 th of June 2017 Pre-Summit Masterclass LNG Import Solutions in Emerging Markets Conventional Onshore Offshore Small-Scale Morning hosted by: Masterclass leaders: Asish Mohanty, Managing Director, Americas, Galway Group Muthu Chezhian, Managing Director, Projects, Galway Group 08:00 09:00 Welcome Coffee & Registration 09:00 09:15 Introductions and session goals discussion 09:15 10:15 Session 1 Key components of an implementation roadmap the first step towards a successful solution 10:15 10:45 Session 2 Techno-commercial considerations in establishing viability, and selection of the optimum site, technologies and configuration 10:45 11:15 Networking Coffee Break 11:15 11:45 Session 3 Potential for development of commercially viable small scale LNG supply chains and transhipment depots 11:45 12:15 Session 4 Elements of a bankable LNG regasification project how to bridge the gap and minimize risks 12:15 12:30 Questions & Answers 12:30 14:00 Networking Lunch

4 Developing an LNG Regasification Project: Issues and Considerations Afternoon hosted by: Masterclass leaders: Thomas Holmberg, Partner, Baker Botts Matthew Fusina, Associate, Baker Botts 14:00 14:45 Session 1 A brief but instructive overview of the current market 14:45 15:30 Session 2 Fact pattern and case study for a hypothetical LNG receiving terminal 15:30 16:00 Networking Coffee Break 16:00 16:45 Session 3 Analysis, overview and group discussions of the following: Project structuring Local law and permitting issues Financing Pricing Throughput and offtake arrangements 16:45 17:00 Questions & Answers 17:00 End of Afternoon Masterclass

5 Wednesday, 21 st of June Summit Day One 07:45 Welcome Coffee & Registration 08:45 Chair s Opening Remarks: Pat Roberts, Managing Director LNG-Worldwide Ltd 09:00 Keynote Address: Rob Smith, Deputy Assistant Secretary of Oil & Natural Gas, U.S. Department of Energy 09:10 Session 1 Understanding the Role of the Americas in the Current Challenging Global LNG Market An overall view of the Americas regional LNG supplies and import markets and their influence in the global gas industry Global LNG supply & demand balance: An overview for Crude oil and HH prices: What is the outlook? Analysing global energy demand and the role of LNG - Expected growth, new markets and new applications for LNG - New energy and environmental policies and their effects on gas demand - New trends of sellers moving further downstream to create LNG demand Addressing the short-term LNG oversupply issue - How much oversupply is there relative to firm LNG demand? - How quickly can new LNG demand be created? - Where are the demands sinks for LNG short term? - How can everybody in the value chain work together to improve LNG competitiveness? North America LNG export projects Analysing the competitiveness of USLNG from the current wave of construction - Outlook for USLNG economics - Likely trade flows - How much capacity is likely to run? Latin America & the Caribbean: What is the role of the region in the global market? What s the appetite for LNG from existing markets and where will new demand come from? What are the commercial drivers for regional buyers to switch to LNG? What do countries in Latin America need in order to establish a long-term sustainable business? New trends in LNG collaboration between buyers and sellers to develop flexible LNG contract structures Chair: Pat Roberts, Managing Director, LNG-Worldwide Ltd Anatol Feygin, Executive Vice President and Chief Commercial Officer, Cheniere Jimmy Straughan, Chief Commercial Officer - LNG Americas, BP Questions & Answers

6 10:30 Networking Coffee Break - Hosted by 11:00 Session 2 Panel Discussion: Make American LNG Great Again An analysis of the new US political horizon and its impact on LNG Understanding the new US energy policy The outlook for gas development in the US - What will be the role of gas in the new energy plans? - How can the new administration help the industry in beating oversupply and growing demand? The economic and political battle between coal and gas in the US which wins and why? How much support will there be from the government for a Second wave of LNG projects? New border policies and its impact on international trade Interpreting the new tax policies and its implications for LNG A new climate for US external relations with LNG importers - How is this going to affect US LNG projects? - What happens to TPP? - The present and future of US and Mexico s relationships - What changes can we expect between the US and Asia? - How does Canada fit in the equation for gas? Putting it all together: North America LNG export projects How much more competitive can the second wave of USLNG be? -Liquefaction cost reductions -The outlook for HH longer term -The ability of new projects to secure long term off-takers Update on Canadian LNG projects: FID in 2017 Chair: Dena Wiggins, President & CEO, Natural Gas Supply Association Fred Hutchison, Executive Director, LNG Allies Charlie Riedl, Executive Director, Center for Liquefied Natural Gas Guillermo Turrent, General Manager, CFE Energía, Comisión Federal de Electricidad (Mexico) Lieza Wilcox, Vice President, Commercial and Economics, Alaska Gasline Development Corporation Questions & Answers Networking Lunch Hosted by

7 14.00 Session 3 The Dynamic World of LNG Business Models: Driving LNG Contracting through Flexibility & Innovation Risks in the LNG supply chain do not change but the distribution of the risks do what trends do we see in the sharing of risks between buyer and seller? Smaller and shorter LNG term contracts - What are the changes and how are sellers adapting to buyers requirements? - Is there any standardisation developing in LNG contracting to cope with the increasing number of contracts needed? What are the required investment and the real price of new smaller projects? Providing new levels of operational flexibility - Volume flexibility and seasonal intra- year flexibility - Cargo cancellation options - Are FOB contracts still popular or are sellers seeing more demand for DES sales? - Removal of Destination restrictions - Creating the ability for structural LNG freight swaps and vessel optimisation LNG pricing - The trends of cost plus pricing versus value based pricing what are buyers reactions? - Hybrid pricing structures how popular are they? - Are sellers able to be flexible and adapt their pricing structures around buyers markets? - How much LNG on LNG competitive pricing are we seeing in the Americas? Chair: Jason Bennett, Co-Chair of Global Projects Department & Partner, Baker Botts Michiko Hirose, General Manager, Gas Resources Department, Tokyo Gas Keo Lukefahr, General Manager, Americas Natural Gas, PetroChina Jason Feer, Head of Business Intelligence, Poten & Partners Alan Townsend, Senior Industry Specialist, International Finance Corporation Questions & Answers 15:30 Networking Coffee Break Hosted by 16:00 Session 4 Panel Discussion: Financing LNG Development in the Americas: What is the Appetite of the Capital Markets? A: USLNG and Canadian exports How much lending capacity exists for new LNG project lending? Are there new contract structures that allow lenders to take more risk in USLNG export investments? How will new projects raise enough capital to survive in this aggressive market? Is it possible to finance projects without 20 year offtake agreements? Business models for new LNG projects - Are new LNG projects downsizing to match buyers requirements? - Will LNG aggregators continue to play a significant role in the off-take of new LNG projects?

8 B: Emerging markets What are the pricing structures and the contract requirements for these new regional markets? What types of solutions are available to manage less creditworthy customers to enable new contracts to progress? What solutions are evolving for overcoming pricing risk and satisfy project payback needs? Chair: Inosi Nyatta, Partner, Corporate & Finance Group, Sullivan & Cromwell Luke Taylor, Senior Managing Director, Stonepeak Infrastructure Sam Sherman, Executive Director & Group Head, Latin America Project Finance, SMBC Stuart Murray, Head for Power & Energy, Project Finance Americas, Citigroup Nick Bellamy, Managing Director - Energy and Infrastructure Group, Crédit Agricole CIB Questions & Answers 17:00 Session 5 Networking Roundtable Discussions A unique opportunity to make new contacts and discuss key challenges over a drink at this fun and informal networking gathering. Hosted by: Discussion topics: - What will be the role of LNG in global energy strategies in the next few years? - How is the new US government impacting the LNG global industry? - How can North and Latin America better work together to develop a long-term sustainable business? - What are the new trends in LNG contracting in the Americas? - How can new technologies bring down supply cost and open new markets? - Is LNG as a fuel a potential strong source of demand in the continent? - How much volume is likely to be traded short term and spot by 2020 in the region? 18:00 End of Summit Day One 18:00-20:00 CWC LNG Americas Drinks Reception Hosted by

9 Thursday 22 nd June Summit Day Two 08:00 Welcome Coffee 08:45 Opening Remarks from the Chair: Pat Roberts, Managing Director, LNG-Worldwide Ltd 09:00 Session 6 The Role of Latin America & The Caribbean in the Global LNG Market A: Case Studies from Latin America & the Caribbean 09:00 Case Study: Understanding the needs of buyers and trading flows in Latin America Juan Oliva Vasquez, Head of Gas & Fuels Latam, Enel (Chile) 09:15 Case Study: Exploring Colombia and its potential role in LNG transactions Jose María Castro, Director, New Business, SPEC LNG (Colombia) 09:30 Case Study: The Changing Dynamics of Brazil LNG market Kasciandro Senem, Gas & Power Manager, Petrobras (Brazil) 09:45 Case Study: Opportunities and challenges in the Dominican Republic & The Caribbean Salvador Rivas, Director, Alternative Fuels, Ministry of Industry and Commerce, Dominican Republic B: Panel Discussion Understanding the requirements to build a long-term sustainable industry in Latin America and the Caribbean Latin America demand outlook - How much US gas is going there? - Which other countries are supplying the region? Regional advocacy: educating the industry -The role of regulators in emerging and established markets - What do Latin countries need to do in order to develop the industry and attract investors? - The competitiveness and benefits of gas versus coal, oil and renewables What are the financial needs of those smaller markets? Credit worthiness challenges Synergies and strategic partnerships across the value-chain Offering flexibility to supply hydro based markets What are the volume and contract requirements across the region? Caribbean spotlight - Emerging countries and new opportunities in the region - Infrastructure challenges and plant design The appetite for LNG in Central America

10 Chair: Vera de Gyarfas, Partner, Global Transactions Practice Group, King & Spalding Eduardo Maranhão, CEO, CELSE (Brazil) Alexandre Chiofetti, President, Gas Trading, Grupo Leros (Brazil) George Nemeth, Director, LNG Business Development, The AES Corporation Esteban Papanicolau, Executive Director, Gas Porto International LLC Questions & Answers 11:00 Networking Coffee-Break 11:30 Session 7 Driving More LNG Use Through New Infrastructure Investments: How are New Technologies Impacting the LNG Business? Liquefaction capacity How are EPC companies adapting to the current challenging market? What are the current trends in liquefaction design capacity to achieve maximum unit cost reduction? How low can it go on liquefaction costs? How can EPC companies and sponsors collaborate and better allocate risks so that new projects can progress? Floating regas technology and commercial business models What are the benefits of FSRUs vs onshore terminals for Latin America? Are FSRUs the most cost-effective technology to open new markets in the region? - Utilisation rates - Seasonality factors How much demand could FSRUs unlock in the next 10 years and where? New approaches to financing regasification terminals Shipping Reducing shipping cost through new technology and design innovation New trends and technical developments: What does the future hold? Are small-scale LNG ships the most efficient solution? Asish K Mohanty, Managing Director, Americas, Galway Group Aziz Bamik, North America General Manager, GTT Westana H. Wiraatmadja, President Director, PT. Energi Nusantara Merah Putih Mindaugas Aleska, Global LNG Director, Klaipedos Nafta 12:30 Networking Lunch

11 13:30 Session 8 Panel Discussion: Will LNG as a Fuel Become a Relevant Source of Demand in the Region? What are the main benefits and challenges of LNG as a transportation fuel? Where is most of the new demand in the Americas coming from- Marine, Road or Industrial? Regulatory oversight of maritime LNG Fueling operations What is the real cost of LNG bunkering and is it competitive with liquid fuels? Where are the current opportunities and potential in the regional markets? What is the outlook for demand growth and 2020 to 2025? Chair: Richard Meyer, Manager, Energy Analysis & Standards, American Gas Association CAPT Jason Smith, U.S. Coast Guard Detachment Chief, Liquefied Gas Carrier National Centre of Expertise Peter Keller, Executive Vice President, TOTE Inc. Caitlin Hardy, LNG Project Manager, Foss Maritime 14:30 Session 9 Panel Discussion: LNG Trading, New Hubs and Pricing in the Americas LNG TRADING EXCHANGE How much volume is likely to be traded globally short term and spot by 2020? Is there likely to be more standardisation in LNG trading contracts to accommodate the growth in short term trading? Will LNG become more commoditised as a result? Current and future role of Henry Hub in LNG short term trading Will USGC FOB become a new pricing index by 2020? - What is needed to develop it as a new regional pricing index? - How liquid could it be by 2020? What s the role of portfolio players and how are they impacting trading in the region? - What new approaches are they bringing to short term trading? Are Latin American buyers more interested in short term LNG trading than long term contracts? Chair: Pat Roberts, Managing Director, LNG-Worldwide Ltd Carlos Wheelock, LNG Manager - Americas, Vitol 15:30 Closing Remarks from the Chair: Pat Roberts, Managing Director, LNG-Worldwide Ltd

12 Freeport LNG Friday, 23 rd June Site Visit For the very first time delegates will have the unique opportunity to participate in a guided tour of Freeport LNG s Liquefaction project at Quintana Island Terminal. 06:45: Meet in the Houstonian Hotel Lobby for departure 7:00 Bus departs The Houstonian Hotel for Quintana Island 8:30: Bus arrives at Quintana Island Terminal 8:35: Safety briefing and presentations 8:40 Tour of Terminal 11:00 Refreshments 11:30 Bus departs 13:00: Arrival at The Houstonian Hotel