LNGA Virtual Roundtable

A Prelude to LNGA 2020: Buyers’ & Sellers’ Perspective and the Post-Covid 19 Market Outlook

Location: N.A.

Venue: N.A.

Starts: 24 Jun 2020

Ends: 24 Jun 2020

Type: Virtual

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A prelude to LNGA 2020: Join LNGA key speakers for a 60-minute Virtual Roundtable examining how buyers and sellers are navigating the current highly volatile market environment of oversupply and Covid-19 demand destruction. Discussions will be centered around market fundamentals and commercial issues in these unprecedented times, providing key takeaways for market analysts, procurement and origination departments, and senior management.

Critical coverage on:

  • The impact of COVID-19: Is it temporary, or will it lead to permanent changes in the LNG market?
  • Before COVID-19, long-term oil linked slopes had broadly been trending downwards. What happens now? Will 10.5-11.5% be agreed in this oil price environment?
  • We saw S-curves emerge in times of uncertainty before. Will we see a shift to a new pricing paradigm over 2020-21?
  • How can/will projects move forward in today’s LNG market? Is the self-financing/portfolio sales model still robust?
  • Is COVID the “final straw” for oil linked pricing? Will we see the emergence of long term JKM-linked deals? Are banks getting more comfortable to lend on a JKM basis?
  • Will project delays and cancellations lead to a price spike post-COVID?
  • How is demand evolving given the current pandemic?
  • Is this just a short term blip and if so for how long?
  • Will there be some longer term structural demand issues as a result of this pandemic?
  • Will oil indexation account for the majority of long-term contracts signed over the next few years?

 

Hear our panel of experts in this Virtual Roundtable, who will also be addressing at LNGA 2020 on November 5 – 6 in Singapore.

LNGA Virtual Roundtable will be held under Chatham House Rule.

 

Panelists

Dr. Fereidun Fesharaki

Chairman, FGE

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Dr. Fereidun Fesharaki is the Founder and Chairman of FGE. His work is well-recognized worldwide for pioneering oil and gas market analysis and studies of the Asia Pacific/Middle East energy markets since the early 1980s.

He received his Ph.D. in Economics from the University of Surrey in England and then completed a Visiting Fellowship at Harvard University’s Center for Middle Eastern Studies. He joined the East-West Center in 1979 where he led the energy program as a Director and Senior Fellow till 2013.

In 1989, Dr. Fesharaki was elected a member of the Council on Foreign Relations in New York. Since 1991, a member of the International Advisory Board of JX Holdings (and its predecessor companies). He was the 1993 President of the International Association for Energy Economics (IAEE).

In 1995, he was elected a Senior Fellow of the US Association for Energy Economics for distinguished services in the field of energy economics. In 2002, appointed a Senior Associate of the Center for Strategic and International Studies in Washington, D.C. He received the Outstanding Contributions to the IAEE Award in 2012. He was a member of the Advisory Board of VOPAK LNG from 2013 to 2015. In 2014, he was appointed as Honorary Advisor by CNPC Research Institute of Economics and Technologies in Beijing. Dr. Fesharaki is the recipient of the 2016 Adelman-Frankel Award from the US Association for
Energy Economics (USAEE) for his unique and innovative contribution to the field of energy economics. In March 2017, Chicago Mercantile Exchange (CME) appointed him as a Director of the Dubai Mercantile Exchange Limited (DME). Since 2009, he has been a member of the DME Board of Directors. Dr.
Fesharaki has been appointed to the National Petroleum Council beginning in 2008 and most recently re-appointed by the US Secretary of Energy, Dan Brouillette in April 2020.

Mr. Gordon Waters in Memoriam

The LNGA Community deeply saddened with the sudden loss of and mourns Gordon Waters who was a regular attendee and speaker at LNGA. He was a well-liked and popular figure and will be missed by all.

Mr. Ajay Singh

Special Advisor to the President, Japan Petroleum Exploration Co., Japan

  • LNGA 2020 Virtual Roundtable Panelist
  • LNG Supplies for Asian Markets 2020 Speaker
  • ___

    Ajay Singh is special advisor to the chairman and the president of Japan Petroleum Exploration Company (JAPEX), which he joined in 2014 following a 20-year international career at Shell. He has driven a major change in the company’s overseas strategy, entailing cancellation of a planned LNG project investment in Canada; instituting a flexible and more profitable gas business model; and re-directing upstream investment. He also leads an initiative for organizational transformation within JAPEX, aimed at improving management performance and financial results.

    Ajay has recently, in his personal capacity, launched an initiative to develop next-generation renewable energies and resource projects. These include ‘green’ hydrogen from solar power, for which his venture is pursuing project opportunities with partners in certain countries.

    Mr. Lu Yang

    Chairman & GM, S&T International Natural Gas Trading Company Limited (S&T International), China

  • LNGA 2020 Virtual Roundtable Panelist
  • _____

    Mr. Lu Yang is a Senior Engineer working at Suntien Green Energy Co. Ltd. for more than 10 years. He has worked for over 20 years in the gas industry, holding extensive experience in gas purchase, sales and operation and technical management respectively. Currently, he is also responsible for the coordinating work of preparation, construction and operation of the Tangshan LNG Project, as well as LNG trading and procurement on spot, mid-term and long-term basis.

    Mr. Mehdi Chennoufi

    General Manager, East of Suez and Director of Eastern LNG, Shell Trading, Singapore

  • LNGA 2020 Virtual Roundtable Panelist
  • MPGC 2020 Conference Speaker
  • _____

    Mehdi holds Masters in Economics and Business Administration from Paris and Oxford University. He started his career with KPMG in the first half of the nineties where he got acquainted with the rigour of economic analysis and the art of interpreting accounts. He then joined Shell in London at the turn of the century and focused on Gas and LNG business development in Levant before moving to Egypt to grow Shell’s CNG and LDC footprint.

    In 2004 he was appointed as the Shell shareholder representative in Oman LNG out of the Dubai office and in 2008 was appointed as the general manager of LNG Supply and Trading business for the Middle East, North Africa and South Asia.

    In December 2010, Mehdi was appointed GM LNG Origination and Business Development for the West Region covering the Middle East, South Asia, Europe, Africa and South America and in October 2016, Mehdi moved to Singapore as the GM for the East of Suez region.

    Dr. Jeff Brown

    President of FGE Group, Singapore

    ___

    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.

    In 2013, Jeff rejoined FGE from JP Morgan where he was Executive Director, Global Commodities Research/Strategy. He was a regular featured speaker at JP Morgan events and published widely on energy markets. Aside from his previous management roles with FGE, Jeff also served as Senior Oil Analyst at the International Energy Agency in Paris, where he was co-author of the highly regarded monthly Oil Market Report. During this time, he developed the IEA’s short- to mid-term oil demand forecasting framework and led research examining oil/gas interfuel substitution. Before the IEA, he was a Research Fellow at the East-West Center in Honolulu where his primary emphasis was LNG Markets East of Suez.

    Dr. Brown is the author of many articles in industry, economic, and policy journals and widely cited as an energy expert, including interviews with The Wall Street Journal and the New York Times and appearances on news channels such as CNN, CNBC and Bloomberg. He delivers numerous speeches and conducts specialized briefings around the world each year.

    Moderators

    Mr. Shasha Fesharaki

    Executive Vice-Chairman and Managing Director, FGE USA

  • LNGA 2020 Virtual Roundtable Moderator
  • MPGC 2020 Conference Speaker
  • LNG Supplies for Asian Markets 2020 Conference Co-Chairman
  • ___

    Shasha Fesharaki 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 and overseas gas consulting activities at FGE.

    In addition, he specializes in the Korean market and LNG pricing. Shasha has spoken at a number of natural gas conferences as well as authored numerous reports and studies with respect to the Asia-Pacific LNG market. He also focuses on business development, specifically looking at new growth opportunities for FGE.

    Ms. Alexis Aik

    Managing Director
    Global Gas/LNG
    FGE

    LNGA 2020 Virtual Roundtable Moderator

    _____

    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.

    At FGE, Alexis’ research centers on the developments in the natural gas and LNG sector, including demand-supply scenarios and pricing issues. She takes a special interest in Asian gas/LNG market dynamics and LNG contract pricing. Her past experience spans both the natural gas/LNG and downstream oil business, where she analyzed the relationships between these two sectors—regional focus on Southeast and Northeast Asia. Previously, Alexis also tracked Asia Pacific oil product specifications.

    In addition to leading studies dealing with LNG procurement and pricing analysis, country specific natural gas and oil markets, Middle East & Caspian Sea oil demand, and trade & pricing East of Suez, Alexis has also presented at several oil and gas briefing/conferences in Asia, the Middle East, and the US. She has advised on the negotiations/structure of several LNG SPA and HOA deals for several National and International Oil Companies in both Asia and Europe. Her work has been published in numerous international publications and research journals and has also been filed in US Federal Energy Regulatory Commission (FERC) proceedings. Alexis
    has a bachelor’s degree in Business Management.

    Contact us for more information

    +65 6338 0064
    +65 6338 4090
    info@LNG-CONFERENCE.COM

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