Jenny Yang, Senior Director, Gas, Power, and Climate Solutions, S&P Global Commodity Insights

In-booth presentation: Stand #5900, East Wing

Amid the high gas import cost environment, the freshly issued 14th Five-Year Plan (FYP) for energy continues with the recent trend of moving away from setting specific demand-side targets to focusing on supply security for energy including natural gas. Which sectors will face supply constraints in the high gas import cost environment? How will China's gas procurement strategy affect the global market?

Zhi Xin Chong, Director, Gas, Power and Climate Solutions, S&P Global Commodity Insights

In-booth presentation: Stand #5900, East Wing

One of the key elements of the Glasgow Climate Pact is the agreement for governments to increase the ambition of national climate action plans by the next COP in November 2022. However, even more pressing is the need to act upon existing plans and reduce emissions early. In this presentation, we will look at the initiatives being proposed and rolled out across Southeast Asia and how they will shape natural gas demand across the region.

Michael Stoppard, Chief Strategist, Global Gas, S&P Global Commodity Insights (moderator)

(Plenary Session 1)

The natural gas industry faces risks and opportunities across its entire value chain in the transition to net-zero emissions. Yet changing energy systems is a complex and long-term process and many see both a medium and long-term role for natural gas in the world's energy mix. Where it replaces today more polluting fuels, it improves air quality and limits emissions of carbon dioxide and provides accessible energy that helps nations address any number of challenges as they seek to grow their economies. In the longer term natural gas can be a driver of the energy transition because of its central role in the scaling up of new technologies. This session will address the inherent opportunities, challenges and limitations allowing the industry to compete as the world transitions to a low-carbon future.

• How will gas companies evolve their strategies based on their current businesses and future aspirations?
• What will be the role of the industry's existing infrastructure in utilizing new low carbon technologies?
• What innovative technologies will the gas industry play a key role in developing?
• How will CCUS technology and hydrogen production in the longer term enable natural gas to align with a net-zero pathway?
• How could gas' role be undermined if flaring, venting, and fugitive methane emissions along the natural gas supply chain are not significantly addressed?

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Shankari Srinivasan, Vice President and Head of Research, Gas, Power, and Climate Solutions, S&P Global Commodity Insights (moderator)

(Plenary Session 2)

2020 proved turbulent for oil and gas companies with dramatic drops in oil prices, demand, revenues, and capital expenditures. 2021 saw prices soar and global shortages. For 2022 and beyond the single biggest questions facing the gas industry may be the level of enthusiasm capital markets exhibit for investing in the industry, its ability to reduce emissions, and the path companies choose as they reinvent themselves and their business models. In this session our panelists will explore the short-term industry trends we should watch and how they will affect market dynamics.

• How are changes in technology, regulation, finance, and consumer behaviours challenging the traditional role of natural gas as a fuel?
• How is the gas industry moving from commitment to action in reducing its GHG footprint and making sustainability related changes to their operations?
• How is the gas industry diversifying its revenue stream and expanding into new areas with innovative business models? What new partnerships are being formed?

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Catherine Robinson, Executive Director, Gas, Power, and Climate Solutions, S&P Global Commodity Insights

In-booth presentation: Stand #5900, East Wing

Low-carbon hydrogen and related products are attracting a lot of interest, but will hydrogen compete with natural gas or complement it? We will discuss the ambitions for hydrogen and low-carbon gases globally and whether the development of low-carbon hydrogen reduces or increases natural gas demand.

Shankari Srinivasan, Vice President and Head of Research, Gas, Power, and Climate Solutions, S&P Global Commodity Insights (moderator)

(Plenary Session 3)

This session discusses how the gas energy industry is responding to meet the social needs of carbon neutrality and how these policies will impact the future use of gas. This session will discuss the initiatives the industry is taking to decarbonize their operations including the controversial option of balancing their emissions through offsetting and the purchase of carbon credits.

• What steps are the industries taking to make decarbonization a reality?
• While not a perfect solution, in what ways are offsets useful in helping environmental projects that can't secure funding on their own while giving companies an increased opportunity to reduce and track their carbon footprint?
• Aside from a lack of a global standard and accounting issues, what are the other controversies related to a more general method for gas?

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Vince Heo, Associate Director, Gas, Power, and Climate Solutions, S&P Global Commodity Insights

In-booth presentation: Stand #5900, East Wing

As the world's third-largest LNG importer, South Korea accounts for 12% of the world's LNG imports, but the outlook for future demand is increasingly uncertain with a policy shift toward increasing the role of nuclear power. In the presentation, S&P Global will discuss the key drivers and uncertainties around the outlooks for LNG demand and explore what it means for buyers and suppliers in this critical market.

Shermaine Ang, Global Manager, LNG Engagement and Intelligence, S&P Global Commodity Insights

In-booth presentation: Stand #5900, East Wing

An overview of what to expect in global LNG markets in the second half of 2022, and top key trends in LNG term contracts.

Michael Stoppard, Chief Strategist, Global Gas, S&P Global Commodity Insights (moderator)

Main speaker: Kitack Lim, Secretary-General, International Maritime Organization

(Luncheon Address)

The decarbonization of the shipping industry will require an industry wide transition and collaboration among shippers, fuel and infrastructure providers, financial institutions and government and intergovernmental organizations. During our luncheon today, our speaker will discuss the challenges facing the maritime industry, the actions being taken to meet sustainability goals, and the technologies that may be employed to provide alternative sources of fuels that will significantly lower these emissions.

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Michael Stoppard, Chief Strategist, Global Gas, S&P Global Commodity Insights

(Plenary Session 4)

LNG finds itself in the middle of an international energy storm. It is seen by many as a temporary guarantor of energy security, while decarbonization remains a long-term goal. We are witnessing a fundamental long-term change in energy markets and the emergence of natural gas as a global commodity. Join our panel of global LNG leaders as they discuss how we diversify and increase LNG supplies in this fast-changing landscape.

• How will LNG developers balance current calls to increase capacity with the longer-term focus on green initiatives?
• Until new capacity can be added, are record prices and volatility virtually guaranteed for the foreseeable future?
• Will the EU use the crisis to push even harder on its plans for net zero?
• What will be the impact on longer-term growth in Asia?
• How much destination flexibility is built into contracts for major buyers to divert cargoes to Europe?

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Ciaran Roe, Global Director, LNG, S&P Global Commodity Insights

(Curren Debates Session 5)

Functioning international markets providing reliable and affordable energy are vital prerequisites to the energy security of any country. Supply interruptions harm a nation's economic output, its political stability and the well-being of its citizens. However, the challenges for energy security are evolving and now include cyber threats, interruptions in supply chains, extreme weather events due to climate change and the rapidly growing share of variable renewable technologies which require base metals and manufacturing of new energy components concentrated in the hands of a few countries. This session will examine how changing regional energy policies are suggesting a fundamental and possibly permanent shift in perceptions of what energy security means.

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Zhi Xin Chong, Director, Gas, Power and Climate Solutions, S&P Global Commodity Insights

In-booth presentation: Stand #5900, East Wing

In 2022, the Indian market will undergo a significant infrastructure push to meet the government's target of achieving its COP26 climate commitments. We will share insights on the commissioning timelines of upcoming LNG regasification terminals and their impact on the country's overall LNG demand. Furthermore, the 11th city gas distribution (CGD) bidding round will supplement these terminals and we will assess the winners of licensed CGD areas, the expected total investment in the gas infrastructure over the next eight years, and our forecast of city gas distribution demand.

Jenny Yang, Senior Director, Gas, Power, and Climate Solutions, S&P Global Commodity Insights

In-booth presentation: Stand #5900, East Wing

In March 2022, China released its first national-level plan for hydrogen sector development covering the 2021 to 2035 time frame. What are the key quantitative targets and development areas highlighted in the plan? What are the implications for market development across the value chain?

Shermaine Ang, Global Manager, LNG Engagement and Intelligence, S&P Global Commodity Insights

In-booth presentation: Stand #5900, East Wing

An overview of what to expect in global LNG markets in the second half of 2022, and top key trends in LNG term contracts.

Catherine Robinson, Executive Director, Gas, Power, and Climate Solutions, S&P Global Commodity Insights

(Current Debates Program, Session 8)

One of the critical strategies toward achieving a zero or low-carbon economy and deep decarbonization is encouraging investment in carbon capture, utilization and storage (CCUS) technologies. It is the only group of technologies that contribute to reducing emissions in key sectors directly and removing CO2 to balance emissions that cannot be avoided. CCUS can be retrofitted to existing power and industrial plants and is virtually the only technology solution for deep emissions reductions from heavy industries. However, CCUS projects lack sufficient policy support to obtain conventional financing. This session will examine the major CCUS technologies and the current conditions for investment, and review the current developments that could accelerate CCUS adoption.

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Jenny Yang, Senior Director, Gas, Power, and Climate Solutions, S&P Global Commodity Insights

(Current Debates Program, Session 12)

Reaching net-zero emissions will require significant investment in current and new clean technologies. Some economic sectors will benefit while others may decline. Opponents say layers of new regulations will hurt businesses, raise energy prices, cost jobs and burden economies. For many developing countries, the pressure to green their economies is beyond their financial means and they will require considerable financial aid to not only meet these goals but to dramatically increase support for mitigation, adaptation and resilience to climate change impacts. Proponents of the net-zero targets argue that emissions reductions and economic growth are not incompatible and in fact the development of new technologies will create new industries and jobs. This session will examine the uncertainty surrounding the economic impacts created by a transition to a net-zero emissions economy and the substantial challenges to completely decarbonizing our electricity, transportation and industrial sectors (in Asia or in Developing Countries).

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