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Day One 17 November 2009 Tuesday
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9am | Chairperson’s opening remarks
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| Unlocking Global And Regional Opportunities:
Latest Regulatory Developments And Market Outlook For Gas
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9.10am | The fall-out from the global downturn and what it means for global gas markets and Asia's demand, pricing and investment trends
- Overview of the impact of the economic crisis on key gas markets in North America, Europe and Asia
- How key Asian gas markets have responded to the crisis and the impact on supply and pricing
- Challenges facing China gas market as it continues to develop - how is price reform and policy affecting growth?
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9.40am | Assessing the developments of Asian energy policies in driving future demand for gas: will gas become the predominant choice of fuel for the region?
- The future role of natural gas and LNG in the Asian fuel mix
- Examining the geo-politics of the energy market in Asia: supply security, pipes & storage, prices & investment
- Accessing global supply: where would supply be coming from, what are the transportation modes, what are the investment requirements and partnership opportunities
- Reviewing future investment into infrastructure development and accessing opportunities for different stakeholders: pipelines, storage facilities, re-gasification terminals, ports, transportation
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10.10am | Assessing the developments of Asian energy policies in driving future demand for gas: will gas become the predominant choice of fuel for the region?
- The future role of natural gas and LNG in the Asian fuel mix
- Examining the geo-politics of the energy market in Asia: supply security, pipes & storage, prices & investment
- Accessing global supply: where would supply be coming from, what are the transportation modes, what are the investment requirements and partnership opportunities
- Reviewing future investment into infrastructure development and accessing opportunities for different stakeholders: pipelines, storage facilities, re-gasification terminals, ports, transportation
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| | Mr. Edy Hermantoro, Director Oil and Gas Upstream Business Development, Minister of Energy and Mineral Resources
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10.40am | Speed Networking
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11.10am | Networking tea break
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| Analysing Future Demand for Gas from Asia Economic Powerhouses
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11.30am | Analysing China’s quest for energy and the implications for global gas pricing, investment trends and regional infrastructure developments
- Reviewing the demand and supply dynamic of natural gas and LNG in China and the implication on pricing, trading, infrastructure developments and future investment
- Investing upstream to secure supply: Identifying China’s investment and partnership strategies in different parts of the world and the role of CBM as an alternative source of gas
- Identifying upcoming infrastructure investment: Storages, piping, terminals and advance technologies in transporting gas across the country
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| | Xie Dan , Vice President , Sinopec Gas Company , China
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12pm | Analysing future gas demand from Japan and the implications on suppliers, investments and global pricing
- Assessing the current and future demand for gas for cities, utilities and industrials in the aftermath of a global recession
- Implications for global LNG producers, shippers and other key stakeholders
- Are there any future partnership and collaboration opportunities in gas infrastructure?
- Reviewing pricing, trading and hedging strategies in a period of extreme volatility
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| | Atsunori Takeuchi , Senior Vice President for LNG Asia Pacific, Tokyo Gas Company , Malaysia
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12.30pm | Networking lunch
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Investing in Upstream Exploration and Infrastructure to Secure Gas Supply in Asia
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1.30pm | Examining how China's downstream gas supplier secures gas supply through upstream investment and partnership in Central Asia
- Understanding the downstream gas supply business in China
- Identifying the issues and challenges of securing gas supply for China’s downstream gas industry
- Learning how China is sourcing gas supply through upstream investment and partnership in Central Asia
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| | Mr. Wang Jianjun, President , Xinjiang Guanghui LNG Development Company Limited,, China
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2pm | Central Asian Gas – the potential for independent gas supply to the Chinese market
- Introducing Central Asia as a supplier to the Chinese market
- The role of independent E&P companies in addition to Chinese State companies in the development of Central Asia’s gas resources
- Overcoming the challenges of supplying competitively priced gas to the Chinese market
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2.30pm | Effective and safe management of gas transportation in China
ShaanXi Provincial Natural Gas is principally engaged in the construction and operation of long-distance pipelines of natural gas. The Company purchases natural gas from natural gas developers and transports them to the cities or large direct users of Shaanxi Province through gas pipelines and sells them to municipal gas companies and direct users. In May 2009 this year, ShaanXi Provincial Natural Gas, a subsidiary of Shaanxi Provincial Investment Group Co, announced that it has earmarked RMB 860 million for 30 fixed asset investment projects to boost the consumption of natural gas. In this session, find out how ShaanXi Provincial Natural Gas has effectively and safely managed the transportation of gas from remote areas in China through long-distance pipelines and what are the gas transportation infrastructure requirement to address growing demand and concern for safety.
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| | Shang Changyin, Vice General Manager , ShanXi Provincial Natural Gas , China
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3pm | Examining successful vertically integrated business plan from upstream, midstream to downstream to ensure cost-effective, sufficient gas supply
- Discussing exploration and production coal seam gas via in house technical drilling team with China Government as a partner
- Examining an effective pipeline infrastructure supply gas distribution network
- Identifying strategies to ensure effective and safe gas distribution
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3.30pm | Networking tea break
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LNG SUPPLY & DEVELOPMENT
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4pm | Sealing partnerships with gas buyers, investors, regulators and infrastructure developers in Asia to fully commercialise gas supplies in the long term
In this session, leading LNG suppliers will share their business development strategies in Asia and be put in the spotlight with one-on-one interviews where critical issues are discussed. This will be an interactive and spontaneous session where the moderator will open up the floor for the audience to freely ask questions on core trends, opportunities and challenges facing Asian LNG industry. Issues that will be addressed include but not limited to the topics listed below:
- Analysing demand and supply dynamic in the region and assessing the impact of the recent economic downturn
- Will gas become a main source of energy for Asia and what can possibly prevent this trend?
- Upstream exploration and infrastructure investment to enhance supply: what are LNG suppliers doing?
- How regulations should change to support the development of LNG industry in Asia?
- Mapping out the roadmap for LNG over the next 10 years: what can the industry do to further commercialise LNG usage in Asia
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| | Sanjay Jonanputra, Manager, International Business Development Asia, Statoil Hydro, United Kingdom
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4.30pm | CBM as a source for LNG and finding new end-user markets
- Reviewing usage of CBM in LNG supply globally and regionally
- Creative marketing of CBM : distributed power, transportation fuel and etc
- Market potential of CBM derivative products
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| | John Harris , Director of Global LNG , Cambridge Energy Research Associate , China
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5pm | Chairperson’s closing summary & end of conference day one
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Day Two 18 November 2009 Wednesday
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9am | Chairperson’s opening remarks
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LNG PRICING, TRADING AND SPOT MARKET DEVELOPMENT IN ASIA
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9.15am | Creating a reliable and dynamic LNG spot trading market in China
- Assessing current situation with respect to LNG pricing, trading and contract negotiating in China
- What are the opportunities to create a more transparent and reliable LNG trading system
- How can different industry stakeholders cooperate to bolster the development of LNG business and spot trading in China
- Effect of Emerging spot market for LNG in China: what are the implications for different stakeholders
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| | Xie Dan , Vice President , Sinopec Gas Company , China John Harris , Director of Global LNG , Cambridge Energy Research Associate , China Mr. Qinan Ji, Chairman of the Board & CEO , China Natural Gas , China
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10am | Learning innovative M & A for Oil and Gas in emerging markets
- Assessing current market for M & A in oil and gas
- Identifying potential obstacles to successful M & A
- Examining some case studies on how to overcome obstacles to successful M & A
- Moving forward – exploring the outlook for 2010
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ASSESSING FUTURE GAS DEMAND FROM OTHER ASIAN COUNTRIES
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10.30am | Reviewing industrial and residential demand for electricity in Korea and assessing the implication for gas demand
- Assessing the fuel mix strategy of Korean power generators
- What are the challenges and opportunities in increasing gas usage in Korea
- Forecasting future demand for gas from Korea
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11am | Networking tea break
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11.30am | Determining Thailand’s gas consumption trends and future plans for LNG development
- Discussing the primary energy gas demand and supply in Thailand
- Examining gas infrastructure requirement and development – updates on the receiving terminal project development
- Understanding LNG import strategy, terminal usage and gas pricing model
- Uncovering the challenges for new business opportunities and cooperation
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12pm | Assessing gas consumption trends from Asian leading utilities and understanding their gas procurement strategies
- Trends in developing gas-fired power plants in Asia
- Reviewing the opportunities and challenges in securing gas supply
- Insight into the changes in which buyers and sellers view and negotiate gas supply contract
- How are utilities managing gas prices volatility and appetite for spot market trading
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12.30pm | Networking lunch
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GAS INFRASRTUCTURE DEVELOPMENT UPDATE: PIPELINES, TERMINALS, STORAGE
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1.30pm | Determining how China will further develop LNG infrastructure to enhance the supply of LNG and to promote greater usage of LNG to different end-user markets
- Pipeline, terminals, storage and other gas infrastructure development update in China
- Creating cross-border pipelines to access key reserves: what are the challenges and how can they be mitigated
- What are the options for China to effectively connect to key gas exporting countries – Russia, Central Asia?
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| | Jin Jianping, General Manager , Tianjin Gas Group Company , China
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2pm | Vendor risk assessment – Sustainable asset life cycle for gas infrastructure projects
- Leading class approach for project related risk evaluation and whole of life services.
- Identifying key risk drivers and risk profile related to equipment and its manufacturing for project(s).
- Applying a vendor based risk assessment to equipment manufacturers – maximising design objectives.
- Continuance into OPEX phase through advanced risk services
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| | Robin Pickup, Energy Market Sector Leader for Manufacturing and Energy Senior Vice President India & North East Asia , Llyod's Register, United Kingdom
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2.30pm | China's first LNG import project progress
- Local government policy to promote the development of urban natural gas industries
- The construction planning of multi-gas source, a network of urban natural gas transmission and distribution system
- Update on West-East Gas Pipeline project
- Discussion of safety reserves and peak-shaving of urban natural gas
Yang Guang, Manager, Transmission and Distribution Branch Company, Shenzhen Gas Corporation Ltd., China
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| | Yang Guang, Manager, Transmission & Distribution Branch Company, Shenzhen Gas, China
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3pm | Networking tea break
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| SEEKING CAPITAL FOR GAS INFRASTRUCTURE DEVELOPMENTS IN ASIA
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3.30pm | Negotiating and managing gas and LNG Contracts to ensure protection and project success
- LNG and gas sales development projects
- Upstream agreements: exploration, processing and storage
- Pipeline gas supply and purchase agreements (GSPA) & LNG agreements
- Contract management and dispute resolution
Ben Smith, Senior Associate, Fulbright & Jaworski, Hong Kong
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4pm | Gas Project Financing: Lessons learnt from IFC’s global experience
- Understanding IFC’s programs to enhance the development of gas projects
- Examining gas projects and financing structure and challenges
- Identifying some strategic and financing lessons from the gas projects of IFC to promote sustainable and successful gas projects in Asia
Sun Hao, Investment Officer and Team Leader for Infrastructure Division in China and Mongolia, International Finance Corporation, China
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| | Mr. Sun Hao , Investment Officer and Team Leader for Infrastructure Division in China and Mongolia, International Finance Corporation , China
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4.30pm | Identifying and addressing the risks in LNG infrastructure investment in Asia against the backdrop of a global credit crunch: options, challenges and opportunities
- Does the gas infrastructure market in Asia hold lucrative opportunities for investors, bankers and project developers?
- What are the alternatives in seeking funding? Multilaterals, private equity, infrastructure funds, export credit agencies or what?
- Understanding investors’ appetite for risks and requirements on returns
- How can lenders and investors mitigate investment risks in Asia and what are the exit options?
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4.45pm | Chairman’s closing remarks
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