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Day One 17 November 2009 Tuesday
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8am | Registration & Coffee
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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 | Economist panel: World gas supply and demand outlook: How will the current economic downturn affect Asia’s gas consumption, regional pricing and future investment trends?
- Assessing current and future demand for gas from Asia’s largest economies in a period of deep economic downturn: China, Korea, Japan and India
- Understanding the impact of falling gas prices on supply, infrastructure developments and investment
- Does the current economic downturn present a favorable environment for gas buyers in Asia to invest in upstream assets to secure stable energy supply for the future?
- Reviewing the implications of recent M&As, collaboration deals and investment developments in the Asian gas market
Shahriar Fesharaki, Vice-Chairman, Facts Global Energy, USA
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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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| | Huey-Ching Yeh, Director General, Ministry of Economic Affairs, Taiwan Evita Legowo, Director General, Minister of Energy and Mineral Resources V.K. Sibal, Directorate General, Ministry of Petroleum & Natural Gas, India
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11am | 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 | 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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1pm | Networking tea break
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Investing in Upstream Exploration and Infrastructure to Secure Gas Supply in Asia
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2pm | Examining how China’s leading downstream gas supplier is securing gas supply through upstream investment and infrastructure developments
Zhengzhou Gas Group is one of the leading downstream gas suppliers and transmission operators in China. Gas procurement is the biggest challenge that the company is facing. It is now exploring different partnership and exploration opportunities to enhance security of gas supply. In this session, the company will share how they are securing future supply of gas through upstream exploration and investment into infrastructure.
Yan Guoqi, Board Chairman and GM, Zhengzhou Gas Group, China
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2.20pm | Developing strategic plan to secure gas supply: Investment, partnership and cooperation opportunity
ENN Group is a multi-national corporation with more than 100 subsidiaries in over 80 cities across China and around the world. Not only do they supply gas to homes and industries in urban and rural China, but they also lay thousands of kilometers of pipeline in cities and rural areas to meet an ever increasing demand for gas fuel. Similarly, ENN is looking for different ways to secure supply of gas for their business and they will be sharing the strategies for doing so.
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| | Yao Yude , Acting President, ENN Group, China
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2.40pm | 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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3pm | Determining Thailand’s gas consumption trends and future plans for LNG developments
PTT Public Company engages in fully integrated natural gas business covering the full spectrum of natural gas businesses i.e. exploration and production from both domestic and overseas sources, transportation of natural gas via pipeline system, gas separation as well as marketing of natural gas. To further strengthen energy security for the nation, the group is planning future LNG imports and investment into infrastructure development. Find out how Thailand’s NOC is mapping out its strategies in the global LNG space.
Wuttikorn Stithit, Vice President, LNG Supply Department, PTT Public Company, Thailand
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3.20pm | 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.
Shang Changyin, Vice General Manager, Shan Xi Provincial Natural Gas Co. Ltd., China
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3.40pm | 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
Randeep Grewal, Chairman and CEO, Green Dragon Gas, China
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| LNG SUPPLY & DEVELOPMENT |
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4pm | Networking tea break
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4.30pm | 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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| | Hari Karyuliarto, Head of LNG Business PT Pertamina (Persero) , Pertamina, Indonesia Sanjay Jonanputra, Manager, International Business Development Asia, Statoil Hydro, United Kingdom
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5pm | 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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5.20pm | Coal seam gas and the LNG paradigm shift: Exploring the economic & technical viability of CBM
- Forecasting the international demand of LNG in CSM
- Examining exploration potential of CBM in Australia, China and other potential regions
- Risks and rewards of CBM compared with conventional gas
- Unlocking potential of tight gas & shale
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5.30pm | Chairperson’s closing summary & end of conference day one
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5.40pm | Speed Networking
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6.15pm | Networking Cocktails
A perfect end for the day and a beginning of lasting business relationships – We understand that the most successful business relationships are cultivated outside of work hours. Break the ice with your fellow conference attendees and get set to meet the people who will make a difference in your business at World Gas Exchange Asia 2009’s main party.
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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 Yan Guoqi, Board Chairman and GM, Zhengzhou Gas Group , China Yao Yude , Acting President, ENN Group, China
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10am | LNG, a commodity in the making: Identifying successful pricing, trading and hedging strategies in a volatile market
- Understanding the developments of spot & long-term trading in Asia and how can the industry monetise flexibility?
- LNG arbitrage, hedging and risk management
- Using LNG trading as a supply and procurement strategy
- How can the industry create greater transparency and dynamism to the pricing of LNG in Asia? What is the strategic framework to achieve that?
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| | John Harris , Director of Global LNG , Cambridge Energy Research Associate , China Anthony Way , Executive Director , The Energy Contract Company , United Kingdom Richard Cornielje, Director of KYOS Corporate Commodity Advisory, KYOS Energy Consulting
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10.45am | Networking tea break
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| ASSESSING FUTURE GAS DEMAND FROM OTHER ASIAN COUNTRIES |
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11.15am | Asian utilities panel: 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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| | Hok Leung, Senior Vice President, Meiya Power Company Limited, Hong Kong
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12pm | India panel : Reviewing the developments of natural gas and LNG market in India and the implications for global gas exporters
- Reviewing the demand for gas in India versus internal and external supply
- Assessing the status of pipeline projects linking India to neighbouring gas exporting countries and the implication for supply and demand dynamic, pricing and infrastructure developments
- Unlocking LNG potential in India through greater foreign investments into infrastructure developments
- Assessing the developments of a structured pricing, trading and hedging mechanism in India
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| | P Das Gupta, CEO and Managing Director, Petronet LNG, India Pabitra Kar, Chairman, Tripura Natural Gas Company, India Sunil Wadhwa, CEO & Executive Director , North Delhi Power Plant, India
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12.45pm | Networking lunch
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| GAS INFRASRTUCTURE DEVELOPMENT UPDATE: PIPELINES, TERMINALS, STORAGE |
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2pm | 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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2.30pm | 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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3pm | 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
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| | Yang Guang, Manager, Transmission & Distribution Branch Company, Shenzhen Gas, China
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3.30pm | Networking tea break
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| SEEKING CAPITAL FOR GAS INFRASTRUCTURE DEVELOPMENTS IN ASIA |
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4pm | Reviewing viable investment and financing models in developing gas infrastructure projects in Asia
- Highlighting forthcoming privatisations and corresponding funding requirements in key gas importing markets in Asia: what are the opportunities for developers, investors and key infrastructure stakeholders
- Which models are most appropriate for new projects given current market conditions: PPP vs. BOT vs. ROT vs. something different?
- Update on PPP regulations in Asia and the impact on project financing, investment models and risk management strategies: What are the main challenges still to overcome in these projects?
- Does the PPP model offer sufficient security for lenders and sponsors in the present difficult financing environment?
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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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| | Min Li , Vice President , Global Infrastructure Partners , Hong Kong
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5pm | Chairman’s closing remarks and cocktail finale
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