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22nd Pacific Gas Insiders (PGI) Briefing 2023


Event Overview

In-Person Conference - Hotel Swissotel The Stamford, Singapore - 16-17 February, 2023

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

PGI 2023 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, particularly in light of surging European LNG demand given the Russian invasion of Ukraine. The impact of new LNG supplies on trade flows will be discussed. Recent trends in LNG pricing and contract terms will be reviewed. All this will be considered in the context of the global market as the need for LNG and energy security continues to be at the forefront of consumers and governments priorities.

 

Registration Fees:

Early Bird discounts are available until 16 December, 2022. Additional discounts are available for FGE clients. Further details can be found in the brochure.

 

Registering for PGI and LNGA 2023

PGI 2023 will be taking place directly after LNG Supplies for Asian Markets (LNGA) 2023 in Singapore (14-15 February, 2023). Discounts are available to clients wishing to attend both PGI and LNGA 2023. If you would like to register for both PGI and LNGA 2023, or you would like to find out what discounts are available, please contact:

Conference Connection
Email: [email protected]
Tel: +65 6338 0064

 

Download Brochure

This briefing will be relevant for people working in:

  • Corporate/strategic planning and government relations
  • Projects, operations and resources
  • New ventures/markets, commercial, and business development
  • Trading, shipping and chartering
  • Marketers and business development managers
  • Contracts and legal managers
  • Research, economics and market analysis
  • Gas and LNG
  • Negotiations and investments
  • Investment strategy
  • Economists, policy makers, corporate planners and analysts
  • Marketing and Business Development Managers

Event Agenda

Session 1

Setting the Scene—Oil & Gas/LNG Markets

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

Dr. Fereidun Fesharaki, Chairman, FGE

Session 2

Roundtable Session—Long-Term Implications of Shifting Market Dynamics

  • Russian invasion – what are the long-lasting implications for global LNG market dynamics?
  • How have recent changes affected the swarm of emerging buyers and their procurement activity? What’s next for them?
  • What price level can we expect for the next long-term oil-linked deal? Can buyers and sellers see eye-to-eye?
  • 2022 has seen a wave of US LNG contracting. Should buyers be worried about thorns in the bed of roses?
  • Ongoing and upcoming price reviews – who and when? Dilemmas faced by buyers and sellers. 
  • Non-pricing terms – what changed in 2022? 

Speaker: T.B.C.

Session 3

China’s Gas Market and LNG Imports

  • Outlook for LNG Imports – Navigating China’s COVID-19 policies and the changing geopolitical landscape.
  • Role of gas in China’s quest for carbon-neutrality.
  • Gas-on-gas competition: China’s rising pipeline gas imports and the impact on LNG growth.
  • Coal-to-gas switching: dead or delayed?

Speaker: T.B.C.

Session 4

LNG Supply Outlook

  • Filling the Russian gap: How are project developers finding ways to fill the gap left by Russian gas?
  • Boom and bust cycles: What is the outlook for LNG supply growth through the upcoming market cycles?
  • LNG in a green new world: What steps do projects need to take to stay relevant and competitive in a rapidly decarbonising world?

Speaker: T.B.C.

Session 5

China: Established Asian LNG Markets—Japan, Korea, and Taiwan

  • Japan: Buyers face uncertainty over future LNG demand as the government supports nuclear power and sets unrealistic zero emissions targets. When can buyers start buying long-term LNG?
  • Korea: Korea’s new power plan and its impact on LNG demand. The outlook for the gas balance, analysis on private importers’ demand outlook, and LNG pricing/commercial discussions.
  • Taiwan: Challenges faced in managing tight storage and energy security - can Taiwan manage its infrastructure bottlenecks amidst repeated delays in new terminal approvals?

Speaker: T.B.C.

Session 6

New Asian LNG Markets

  • Is gas/LNG demand destruction permanent or temporary? When will LNG demand recover in these markets?
  • Existing and new LNG importers in Asia: What drives gas/LNG demand? What is the outlook for gas demand in the power vs industrial sectors? What is the prospect for domestic gas supply in each market?
  • Status of planned LNG import projects in these markets and progress towards LNG procurement for new importers.
  • What is the ability to pay in these markets? What are the keys to unlocking LNG demand for new importers? 

Speaker: T.B.C.

Session 7

India’s Gas/LNG Demand to Face Near-Term Headwinds, but Will Grow Strongly in the Long Term

  • Overview of India’s gas market.
  • What is supporting near-term LNG imports into India? Policies continue to favor coal and renewables. What does this mean for gas/LNG demand growth?
  • Current domestic gas prices are influenced by international prices. An overview of upstream policies in India and any potential changes expected.
  • What is the current status of regasification and pipeline projects in India? What changes can be expected in the mid- term? An overview of infrastructural constraints in India.
  • Fuel demand is pent up and air quality concerns are real, but when will we see India’s LNG demand growth return? Understanding fuel switching (especially in a tight market) and the nation’s fragmented environmental policies.
  • An overview of Indian buyers and their roles. How much long-term appetite do Indian buyers have? 

Speaker: T.B.C.

Session 8

LNG Outside of Asia

  • The Russia-Ukraine war and long-term implications for gas/LNG demand in Europe. How will the Re-Power EU plan impact EU gas balances in the long term? Will new price control measures help the EU to balance the market in the near term? Can we expect a return of Russian gas to Europe?
  • How will the current LNG supply crunch affect demand in the Middle East and Latin America? How will their market dynamics shift in the long-term?

Speaker: T.B.C.

Session 9

Short-Term Trading

  • Short-term LNG outlook: Key developments in market fundamentals and the implications for spot LNG prices.
  • US gas: After a strong 2022, how will HH prices react to shifting market fundamentals?
  • European gas: As Europe adapts to life without Russian gas, how are consumption patterns changing and what is the impact on TTF prices?
  • Global LNG: How are buyers and sellers adapting to an increasingly volatile market? 

Speaker: T.B.C.

Session 10

LNG Shipping and Floating Regasification and Liquefaction

  • The prospects for spot and short-term charter rates in 2023.
  • Overview of the existing LNG fleet and order books. How many more LNG vessels are needed to balance the market?
  • Qatar’s new orders and implications for the shipping market. How can Asian LNG buyers mitigate shipping risks in their long-term LNG contracts?
  • FSRUs and FLNGs: Placing new orders or conversion? What are buyers’ current options? How many FSRUs will become available in the market over the next few years? What is the outlook for floating liquefaction?
  • IMO 2030 & 2050: LNG vs. other alternative fuels for bunkering.

Speaker: T.B.C.

The organizers reserve the right to alter the content and timings of the agenda.

Speakers

Fereidun -Fesharaki -web
Dr. Fereidun Fesharaki

Chairman,
FGE


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Shasha-Fesharaki-Web
Mr. Shasha Fesharaki

Executive Vice Chairman and Managing Director,
FGE USA


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Jeff -Brown -web
Dr. Jeff Brown

President,
FGE


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Alexis-Aik-Web
Ms. Alexis Aik

Managing Director, Global Gas/LNG Team
FGE Singapore


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