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21th Pacific Gas Insiders (PGI) 2022


Event Overview

In-Person Conference - 22-23 March, 2021

FGE is delighted to announce that our highly valued Pacific Gas Insiders (PGI) Briefing will be taking place in Singapore early next year. After a gap of nearly 20 months since our last in-person briefing took place, due to the COVID-19 global pandemic, we are thrilled to be scheduling dates for our next face-to-face events.

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 2022 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 recent developments due to the COVID-19 pandemic. The impact of new LNG supplies on trade flows will be discussed. Recent trends in LNG pricing and contract terms will be reviewed. All of this will be in the context of the global market as LNG transitions from a regional to a global business.

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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

  • Topics may include: Has Qatar changed its aggressive marketing strategy? Latest creative pricing structures emerging in 2021; more indexation options—what draws buyers to consider WAHA/AECO/EU/JKM linked term deals? What is the buyer’s appetite for LT LNG? Are we to expect fewer MT deals? Price review—lessons learned and future direction; decarbonization—expectations vs. reality, and the increasing role that carbon neutral LNG will play.

Speaker: T.B.C.

Session 3

China’s Gas Market and LNG Imports

  • Outlook of China’s gas market: Transitioning to carbon-neutrality.
  • Liberalization of the gas market: The rise of PipeChina.
  • Emerging Chinese LNG players: Recent activities and future plans
  • Gas-on-gas competition: China’s rising pipeline gas imports and the impact on LNG growth.

Speaker: T.B.C.

Session 4

LNG Supply—A Bumpy Ride in a Changing World

  • Short-term supply outlook: How are operating and under construction projects meeting the strong demand growth?
  • Long-term supply outlook: How are pre-FID projects holding up against unprecedented challenges after the pandemic, and how much new supply can we expect?
  • Increasing interest in FLNG units: How feasible are floating projects, and how do they compete with onshore ones?
  • LNG supply market evolution and changes: Are decarbonization efforts meaningful?

Speaker: T.B.C.

Session 5

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

  • Japan: Demand to remain steady as the government overpromises on its zero-emissions target. What strategies will buyers take when a significant amount of existing long-term contracts are expiring?
  • Korea: Are Korea’s new power plan and carbon neutrality goals realistic? Outlook for gas balance—discussion on private importers’ demand outlook, and LNG pricing.
  • Taiwan: Discussion on Taiwan’s upcoming referendum and 2025 power plans. Progress on Taiwan’s independent LNG procurement.

Speaker: T.B.C.

Session 6

New Asian LNG 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 of 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 LNG 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.
  • Fuel demand is pent up and air quality concerns are real, but what is holding India’s LNG demand growth back? Understanding fuel switching (especially in a tight market), infrastructural constraints, upstream policies and the nation’s fragmented environmental policies.
  • What is supporting near-term LNG imports into India? An overview of Indian buyers and their roles. How much long-term appetite do Indian buyers have?
  • What is the current status of receiving, regasification, and pipeline projects in India? What changes can be expected through the mid- term?

Speaker: T.B.C.

Session 8

LNG Outside of Asia

  • Role of Europe in balancing global LNG supply/demand. Decarbonizing Europe and implications for global LNG supply.
  • How does Russian gas compete with LNG in Europe?
  • Outlook for MENA imports.
  • LNG in Latin America: How will the 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 implications for spot LNG prices.
  • LNG trading: How are buyers and sellers adapting to an increasingly volatile market?
  • On the road to commoditization: Spot LNG liquidity and rising interconnectedness of regional price benchmarks.

Speaker: T.B.C.

Session10

LNG Shipping and Floating Regasification and Liquefaction

  • The prospects of spot and short-term charter rates in 2022.
  • Overview of the existing LNG fleet and order books. How many more LNG vessels will be needed to balance the market?
  • Qatar’s new orders and implications for the shipping market.
  • Floating storage and regas units (FSRUs): Is it still a profitable business for shipping companies? Does the LNG market need more FSRU orders in the near term? 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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