LNG Trading | Hubs | & Price Benchmarks

PARIS | APRIL 23 | 2020

PARC DES PRINCES

BOOK YOUR PLACE

The Agenda

08:00 – 08:50 Registration & Coffee

09:00 – 09:10 Welcome Remarks

09:10 – 10:30 Session 1: LNG TRADING – STATUS CHECK & GLOBAL OVERVIEW

(i) Overview Global LNG Market
LNG trade & pricing in a commoditised world
Who is trading / where / how ?
LNG’s role in the Energy Transition
What can spoil the LNG party (don’t mention the glut)?

(ii) Impact of New Players
Portfolio & other new participants (FSRU & FLNG owners / Gas to Power Developers…) ! New players = new risks?
Impact of new players on contracts & prices!

(iii) LNG Contracts
End of long-term contracts?
Spot vs oil-indexed price differentials
New LNG contract cocktails?
Gas-on-gas indexation
Price Review Clauses
Finance: can lenders adapt to short term contractual structures?

(iv) Trading Technology
Overview of digital LNG trading expansion (the story to far & what we can expect going forward)! Why moving LNG trading online is important (liquidity & transparency)

10:30 – 10:45 Coffee Break

10:45 – 12:30 Session 2: BATTLE OF THE BENCHMARKS

(i) Global Benchmarks Overview
Hub history: current hubs & where the next hub locations might be
Hub checklist: requirements for a successful hub (storage,pipeline access, players, stage of gas market maturity..)
Why hubs matter: benchmarks provide greater transparency and confidence for stakeholders! Development of LNG derivatives market

(ii) Asia
Overview of main Asia gas hubs
Status of JKM (traded volumes, players, liquidity..)
Will JKM remain the key Asian benchmark?
SLiNG: what happened? Lessons learned?

(iii) Europe
Overview of European gas hubs
Traded volumes, players & liquidity
The reasons for TTF’s growth in status?
Is it game over for NBP?

(iv) U.S.A
Overview of main US hubs, and basis of price differentials
Relation of Henry Hub to AECO (past, present and future) given US LNG and Canadian LNG project development
Influence of HH on global prices
Growth & significance of of “Waha” price index

12:30 – 14:00 Lunch & Stadium Visit (20 minutes)

14:00 – 15:15 Session 3: EUROPE’S POSITION AS A PRICE BENCHMARK

(i) European Gas Market
Drivers of LNG trade in Europe?
The unhappy bride: Europe’s role as a destination of last resort
Europe’s growing influence as a pricing benchmark
Decarbonisation: impact on future gas imports?

(ii) LNG vs Pipeline Gas
Is pipeline gas still the king benchmark in Europe?
Potential for a price war between LNG and pipeline gas?
How much pressure can Russian pipeline gas exert on U.S LNG?
Infrastructure: storage capacity, import terminals showing signs of strain?

(iii) US Gas & EU Gas Prices
Influence of the U.S. gas market on gas price formation in Europe.
U.S. support of European LNG import terminals
Outlook for U.S. LNG exports to Europe
Outlook for U.S LNG exports to Asia – implications for Europe

15:15 – 15:30 Coffee Break

15:30 – 17:00 Session 4: LNG FREIGHT – THE VITAL LINK

(i) Innovation in the LNG Freight Market
LNG freight: the vital link
Development of short-term shipping market
LNG freight indices
Managing LNG freight risk

(ii) LNG Shipping Market
LNG carrier build outlook
LNG freight pricing: impact on LNG flows
Shipping fleet supply / demand spread
Floating storage & market contango opportunities

(iii) LNG Bunkering
Overview of existing & planned LNG bunkering sites globally
Forecast for LNG bunkering demand by 2030
Price assessments & transparency for LNG bunkering
Lessons for LNG cargo trade?

Wrap up & Close

 

THE VENUE – SOMETHING DIFFERENT

Competition exists between the different pricing benchmarks & hubs. Because of this competitive theme, and our desire to make this a workshop with a difference we’ve decided on a venue a little different ….

 

PARC DES PRINCES – PARIS

The workshop will take place in the mythical Parc de Princes — home to the world famous Paris Saint Germain football team!

 

Visit the Paris Saint Germain website to view the meeting facilities

Supporting Organisations

We look forward to welcoming you in Paris on April 23, 2020!

Early bird rates, standard rates and group rates are available.

If you are a sponsor, and seats are included in your package, please contact us separately.

 

You may e-mail us at [email protected] or give us a call at +33 6 38 13 36 95 or + 44 207 164 60 26

MEDIA PARTNERS

SPONSORSHIP

The Global LNG Hub Workshop Series is a new and significant Iintiative for the LNG industry.

For companies looking to develop and leverage business opportunities, these workshops provide unique branding and hosting opportunities.

To discuss these unique branding opportunities for your company please get in contact. 

Please contact us at [email protected] to receive further information


HOTEL ACCOMMODATION

 

Several hotels are close by to the Forum venue:

Hotel Molitor (2 minute walk)
Price estimate: €250

Website: www.mltr.fr

 

Mercure Paris Boulogne Hotel (13 minute walk)
Price estimate: €200
Website: www.all.accor.com/hotel/6188

 

Hotel Ibis Styles Paris 16 Boulogne (10 minute walk)
Price estimate: €160
Website: www.all.accor.com/hotel/B045

 

Radisson Blu Hotel, Paris Boulogne (10 minute walk)
Price estimate: €360
Website: www.radissonhotels.com/fr-fr/hotels/radisson-blu-paris-boulogne

LNG HUBS IN THE NEWS

Japan, the world’s biggest importer of LNG, hopes to become an international trading hub for LNG by the early 2020s”

JAPAN

Volumes for the Japan-Korea Marker (JKM) have tripled this year, underscoring a burgeoning shift away from long-term LNG contracts to spot deals that has been aided by a supply glut.”

JKM

Price correlations between European and Asian gas spot markets have strengthened in 2019 and will remain tightly linked into 2020 as the role of the Dutch TTF as a global gas benchmark gains further traction.”

TTF

Panama outlines its plans to be a LNG and energy hub for Latin America”

PANAMA

India to set up gas exchange for market-linked pricing in a move to encourage foreign players to invest in exploration and extraction of gas & help bring prices in line with international markets.”

INDIA

USA: These four new terminals solidify the position of the U.S.A Gulf Coast as a global hub of the LNG industry”

U.S.A

LNG must become more price-transparent and sustainable to thrive in the next decade”

TRANSPARENCY

The Baltic Exchange is looking to support the LNG freight market as it matures and we hope to deliver greater transparency through an index.”

LNG FREIGHT

Global LNG Hub

 

As a neutral observer of natural gas markets, Global LNG Hub is uniquely positioned to undertake & host this timely series of workshops.

The Global LNG Hub weekly newsletter goes out each Wednesday.

For further information please consult our website www.globallnghub.com

Contact infos :
[email protected]

+33 6 38 13 36 95 ⎮ + 44 207 164 60 26

Twitter Feeds

The #LNG market and development in 2019 with an emphasis on China – By Olivia Watkins ⁦@VesselsValue⁩ https://blog.vesselsvalue.com/the-lng-market-and-development-in-2019/

LNG Wednesday! The Global #LNG Hub Alert sends out every WEDNESDAY. At least 3 new LNG reports / presentations each week. Subscribe (for free) via this link: http://ow.ly/4FEZ30nuAhk

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