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18th Pacific Gas Insiders (PGI) 2018


In-depth Analysis and Insights for the Gas and LNG Market

An industry-leading annual two-day forum for gas executives to assess options for building successful strategies for investment in LNG, pipelines, downstream natural gas, and power markets.

PGI 2018 will provide the opportunity to discuss key topics surrounding the ever changing gas and LNG business. Major developments in new and existing markets for natural gas in Asia will be covered. The impact of new LNG supplies from both the US and Australia on trade flows will be discussed. Recent trends in LNG pricing and contract terms will be reviewed. All this will be in the context of the global market as LNG transitions from a regional to a global business.

 


Agenda

  • Day 1: AM Sessions
    Agenda December 6, A.M

    Session 1: Key Issues Confronting the Global Oil & Gas Markets

    • Dr. Fesharaki shares his views on the key issues confronting the global oil and gas business.

     

    Session 2: Oil Market Outlook

    • Hot Topics: What is the potential impact of US sanctions on Iran's oil exports? How low could Venezuela's output go? How will other producers respond? What other potential shocks are lurking around the corner?
    • Global Oil Supply–Knowns & Unknowns: Will recent higher prices stimulate US oil output even more? What could this mean for US crude exports? What is the outlook in other key non-OPEC producers?
    • Global Oil Demand–Disruptive Forces: How much could higher prices dent oil demand growth? What is the potential impact of IMO 2020 on demand? When could there be “peak” demand?
    • Price Parameters: In the current increasingly-uncertain world, what is the potential range for oil prices? What is the most likely price path?

     

    Session 3: Roundtable Session—Emerging New Norms Amidst Shifting Market Dynamics

    • This session will be based on hot topics and questions that will be gathered from attendees. Topics may include: How non-pricing terms in LNG contracts evolved in the past? What are creative deal structures in the market? Are renewables a real threat to LNG demand? What are the fuel switching dynamics? What are the prospects for emerging buyers? What do new buyers want? Potential for LNG bunkering: when, where, and how? Which European terminals are accessible for swap arrangements with Asian buyers?
  • Day 1: PM Sessions
    Agenda September 20, P.M

    Session 4: China’s Gas Market and LNG Imports

    • How will China’s coal-to-gas switching policies shape the nation’s gas demand?
    • Dynamics between North and South China: Seasonality pattern and the increasing use of southern spare capacity.
    • Long-term outlook for gas imports: Pipeline vs. LNG.
    • Emerging LNG importers: How do they affect the gas market?

     

    Session 5: LNG Supply—Key Challenges Ahead

    • Short-term supply outlook: When will the projects under construction start up, and how much supply will they add?
    • Long-term supply outlook: How much new supply is needed after 2020, and where will it come from?
    • Innovation in project development: How are project sponsors managing buyers and financiers in a changing market environment?
    • Shifting global trade flows: What is the impact of new supply sources on global LNG flows?
    • Economics of supply: How does long/short-run marginal costs factor into suppliers’ decision-making?
  • Day 2: AM Sessions
    Agenda September 21, A.M

    Session 6: Established Asian Markets for LNG—Japan, Korea, and Taiwan

    • Japan: Buyers are slowly starting to sign new contracts as 35 mmtpa of existing contracts expire over 2019-2025. We provide our views on when JERA will join in.
    • Korea: Discussion on new government policies to encourage natural gas consumption. Outlook for gas balance, discussion on private importers’ demand outlook and LNG pricing.
    • Taiwan: Independent LNG procurement—what’s new and different from Taiwan’s past LNG imports? What are the things to watch for on Taiwan’s path to reach a zero nuclear homeland?

     

    Session 7: New Asian LNG Markets

    • Overview of the emerging markets: How have new buyers fared so far?
    • Challenges and opportunities in new and emerging markets: Key themes affecting LNG demand.
    • LNG vs. the competing fuel landscape.
    • Progress of LNG import plans: Who can buy LNG, how much, and what should suppliers note?

     

    Session 8 : India’s Gas/LNG Demand Looks Set to Surge, But What will Drive it

    • Overview of India’s gas market: What was the sectoral breakdown of gas demand in India? Where did the supply come from?
    • What are the key factors that will drive India’s gas/LNG demand growth? Understanding fuel switching, infrastructural constraints, and domestic production in India.
    • What is the current status of receiving, regasification, and pipeline projects in India? What changes can be expected through the midterm?
    • How will domestic output change through the mid- and long-term? What role will LNG play in meeting gas demand?
  • Day 2: PM Sessions
    Agenda September 21, P.M

    Session 9: LNG Outside of Asia

    • Security of supply, carbon prices, and declining indigenous production: Key drivers that could increase European LNG demand. Is Europe the solution to Asia’s oversupply situation?
    • The Middle East’s growing and upcoming LNG importers.
    • North America’s transformation from an LNG import to an export region. How US spot cargoes swing between markets. Outlook for Latin American LNG imports?

     

    Session 10: Short-Term Trading

    • Recent trends in spot/short-term LNG trading.
    • Asia’s spot/short-term LNG demand outlook, where are the opportunities?
    • Seasonality of Asia’s short-term balance and its impact on prices.
    • Short-term trading in the Asian market and its relationship with regional LNG spot prices.

     

    Session 11: LNG Shipping, Floating Regasification and Liquefaction

    • How spot/short term charter rates have changed in recent years and what are the prospects for strengthening these charter rates?
    • Overview of the existing LNG fleet and order books. How many more LNG vessels will be needed to balance the market?Overview of the existing LNG fleet and order books?
    • Floating storage and regas units (FSRUs) are the preferred option for new LNG receiving terminals, but how many more will be needed? What is the outlook for floating liquefaction?
    • IMO 2020 regulations: What are the implications for LNG bunkering?

Meet our Speakers

Ff Website
Dr. Fereidun Fesharaki
Chairman, FGE

Dr. Fereidun Fesharaki is the Founder and Chairman of FGE. FGE is a leading consulting group focusing on the oil and gas markets East of the Suez, Europe, and the United States, with offices in London, Singapore, Tokyo, Dubai, Honolulu, Los Angeles, Beijing,  and Houston. 


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Shasha Fesharaki Website
Mr. Shasha Fesharaki
Executive Vice Chairman and Managing Director, FGE USA

Shasha holds an MBA with an emphasis on International Business. He specializes in LNG marketing and is responsible for providing buyers and sellers with sourcing and placement strategies for LNG. 


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Jeff Brown Website
Dr. Jeff Brown
President, FGE

Dr. Jeff Brown, as President, leads FGE’s oil and gas consulting teams.  He is based at our Asian headquarters in Singapore, working closely with FGE consultants in Europe, the Middle East, and North America.


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Alexis Aik Website
Ms. Alexis Aik
Managing Director, Global Gas/LNG Team, FGE Singapore

Alexis Aik heads the group’s gas/LNG research and consulting practice from the Singapore office. She also manages the group’s commercial practice (Commercial Advisory Service) with a team of experienced LNG experts.

 


FAQs

  • How do I register for this event?

    You can register for this event in one of two ways:

      1. Complete the registration form on the back of the brochure and email it to [email protected]
      2. Complete the online registration form

     

  • Are FGE clients entitled to a discount on registration fees?

    Yes, FGE clients are entitled to a discount on registration fees. Further details of such discounts can be found in the 'Registration Fees' section or the brochure.

  • Are members of the press/media allowed to attend?

    Unfortunately, members of the press/media are not allowed to attend FGE briefings. If there is anything specific you would like to discuss with FGE, including insights on market developments, please contact [email protected].

  • Will I receive a copy of the presentation files? If so, when?

    All attendees will have access to electronic copies (PDF) of the presentation materials. Details of how to access the materials will be provided to attendees upon registration on day 1. We advise attendees to take a tablet or laptop with them to our briefings, so they can access the materials there and then.

 

 

Event Details


  Where & When

Mandarin Orchard Singapore
333 Orchard Road
Singapore 238867


 +65 6737 4411

 www.meritushotels.com/en/mandarin-orchard-singapore/index.html


Date: December, 6-7, 2018

  Registration Fees

FGE Clients:

Full Fee - $3,395
Team Fee - $3,195**

Non-Clients:

Full Fee - $3,995
Team Fee - $3,795**

 

FGE clients, please use discount code PGIJD45 when registering online.

**Team Discounts available after October 23, 2018. Team fee for second & subsequent delegates from the same company with the same billing address.

Fees are in USD. All discounts are mutually exclusive and at the discretion of the organizers.

 


Register Online >
  Organiser Details

This event is organised by:

Conference Connection Pte Ltd
135 Middle Road,
#05-01 Bylands Building,
Singapore 188975


 +65 6338 0064

 www.cconnection.org

Further Information

If you require additional information on this or any FGE service, including requesting a trial, or you would like to discuss ways in which FGE can assist you further, please contact a member of our sales team:


Mr. Robert Beckmann - Singapore

Head of Business Development
Tel: +65 6222 0045

Email Robert

Mr. Edo Ndeke - London

Business Development Manager
Tel: +44 (0) 20 7726 9570

Email Edo

Mr. Farhan Sulaiman - Singapore

Business Development Manager
Tel: +65 6222 0045

Email Farhan

Mr. Lance Ruxton - London

Business Development Manager
Tel: +44 (0) 20 7726 9570

Email Lance

Ms. Iren Naseri - Dubai, UAE

Business Development Manager
Tel: +971 4 457 4270

Email Iren

Mr. TJ Braziel - Houston, TX

Business Development Manager
Tel: +1 (281) 819 1983

Email TJ