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Pacific & Middle East Gas Insiders (PMGI) 2020


Event Overview

Online Virtual Briefing - 8-9 December, 2020

Due to the unprecendented COVID-19 situation, FGE has taken the decision to combine its Pacific Gas Insiders and Middle East Gas Insiders briefings into a single Pacific and Middle East Gas Insiders (PMGI) briefing which will be held virtually in December. PMGI 2020 will provide the same level of in-depth analysis of Asia Pacific and Middle Eastern gas/LNG markets participants will be familiar with from PGI and MGI, but will now be held over two half-days in December.

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 in the Asia-Pacific and Middle East regions.

PMGI 2020 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 and the Middle East 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. Detailed demand outlook for the key consumers in Asia and the Middle East as well as gas trade flows will also be discussed.

 

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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—LNG Pricing and Contractual Trends

  • Discussion on latest trends in LNG pricing and contractual terms.

Speaker: T.B.C.

Session 3

LNG Supply: A Bumpy Ride to a Changing World

  • COVID-19 impact: How has COVID-19 impacted current and future supply projects?
  • Short-term supply outlook: How does the supply picture look like for projects currently operating and under construction?
  • Long-term supply outlook: How much new supply is needed from pre-FID projects, and how much can we expect?
  • Towards a new world order: LNG market evolution and changes to the development of new LNG supply projects.

Speaker: T.B.C.

Session 4

China’s Gas Market and LNG Imports

  • Outlook of China’s Gas Market 2020: Post-COVID-19, how fast can China recover?
  • China’s gas market liberalization: Progress since the establishment of PipeChina.
  • Emerging Chinese LNG Players: Recent activities and future plans.
  • China’s increasing pipeline gas imports in the early to mid-2020s: What’s the impact on LNG growth?

Speaker: T.B.C.

Session 5

MENA Gas Market: Feast or Famine

  • How will MENA domestic gas supply and demand grow in the post-COVID era? Will the region reach self-sufficiency in its gas supply?
  • Will renewable energies and efficiency gains slow down gas demand growth? What about price reforms?
  • Will renewable energies and efficiency gains slow down gas demand growth? What about price reforms?
  • How will unconventional and sour gas supply change the Middle East gas landscape?

Speaker: T.B.C.

Session 6

LNG Market Outlook in Asia: Where Is New Demand?

  • Japan: Focus on post-COVID-19 demand decline, prolonged price review and contract renewal discussions, which are hindering Japan’s new LNG procurement.
  • Korea: Discussion on new government policies to encourage natural gas consumption. Outlook for gas balance, discussion on independent importers’ demand outlook and LNG pricing.
  • Taiwan: Progress on Taiwan’s Independent LNG procurement and key issues to look out for as Taiwan continues on its path towards a nuclear-free homeland.
  • India: India absorbs low-priced LNG despite COVID lockdowns; Policy changes and gas infrastructure developments still key for longer term LNG demand growth.
  • Existing LNG importers in Asia: Thailand, Singapore, Malaysia, Pakistan, and Bangladesh. What drives the gas/LNG demand? Will there be new buyers, and how much more can they buy?
  • New and Upcoming LNG importers: Vietnam, Myanmar, and Philippines. Who are the serious buyers? When will delivery start?

Speaker: T.B.C.

Session 7

The MENA Gas Trade Outlook

  • The impact of COVID-19 on the regional gas/LNG trades: How have the Middle East gas/LNG suppliers adapted to the new market changes?
  • How does domestic gas supply surplus change the LNG export landscape in Egypt, the UAE and Oman?
  • A review of intra-regional gas trade by pipeline: Will intra- regional pipeline gas supply eliminate MENA incremental LNG imports in the future? How will East Med gas impact regional LNG supply/demand?
  • The MENA LNG market perspective: Who are the existing and new LNG buyers? What is the long-term outlook for LNG imports into the region?

Speaker: T.B.C.

Session 8

LNG Market Outlook in the West

Short-Term Trading

  • Global LNG surplus; role of Europe’s gas market in balancing supply/demand.
  • How does Russian gas compete with LNG in Europe?
  • LNG in Latin America: How will the market dynamics shift in the long term?

Speaker: T.B.C.

Session 9

Short-Term Trading

  • Overview of the recent trends in spot/short-term LNG trading.
  • Outlook for fundamentals and pricing: Key periods of market length/tightness and implications for flat price and spreads.
  • Portfolio strategy and optimization: What are some of the ways that sellers, buyers, and traders manage their LNG portfolio?

Speaker: T.B.C.

Session 10

LNG Shipping and Floating Regasification and Liquefaction

  • COVID-19 and impacts on LNG shipping charter rates. What are the prospects for strengthening the spot and short term charter rates?
  • 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) 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? 

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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Alexis-Aik-Web
Ms. Alexis Aik

Managing Director, Global Gas/LNG Team
FGE Singapore


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Alexis-Aik-Web
Mr. Siamak Adibi

Principal Consultant & Head of Middle East Gas Team
FGE London


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