Rystad Energy APAC Annual Summit

Time

Duration

Session

Morning plenary
Emcees:  
Kshiti Taneja, Consultant, Advisory, Rystad Energy
Masa Odaka, Vice President, Gas & LNG Markets Research, Rystad Energy

8:30 – 9:00am

30 mins

Registration

9:00 – 9:05am

5 mins

Welcome remarks
Vijay Krishnan, Managing Director & Head of APAC, Rystad Energy

9:05 – 9:45am

40 mins

Opening address 
Jarand Rystad, CEO, Rystad Energy

9:45 – 10:05am

20 mins

10:05 – 10:25am

20 mins

Gas and LNG scenarios

• The dichotomy of future LNG projects
• The rise of geostrategic LNG
• Emerging Asia’s price–demand conundrum

Kaushal Ramesh, Vice President, Head of Gas & LNG Analytics, Rystad Energy

10:25 – 11:05am

40 mins

Morning panel | Gas value chain
Tracy Lothian, Head of Asia Pacific and Global Low Carbon, MidOcean Energy
Mehdi Chennoufi, Head of Asia LNG Business Development & Origination, Vitol
Dr. Tran Hong Nam, Member of the Board PetroVietnam
Kaushal Ramesh, Vice President, Head of Gas & LNG Analytics, Rystad Energy (M)

11:05 – 11:35am 

30 mins

Morning coffee break

11:35am – 12:05pm

30 mins

Pulse insight | Volatility & opportunity price outlooks
Oil market through three lenses: volatility, turbulence and the great mismatch

• Short-term: Navigating fear-driven volatility
• Medium-term: Turbulence of energy transition
• Long-term: The looming divergence & quality mismatch

APAC power market through three lenses: volatility, flexibility, and value creation

• Short-term: Volatile markets, negative prices and solar cannibalization
• Medium-term: Opportunities for energy storage and flexible assets
• Long-term: Value creation and navigating the energy transition trilemma

Lin Ye, Vice President, Commodity Markets – Oil, Rystad Energy
Raksit Pattanapitoon, Lead Analyst, Renewables & Power Research, Rystad Energy

12:05 – 12:25pm

20 mins

Investment priorities and NOC strategies in Asia’s gas future

• Upstream or imports? The investment dilemma for governments and NOCs
• Is Asia competitive in the global exploration race?
• NOCs go global – Does it strengthen domestic energy security?
• Molecules to markets: Is there an infrastructure lag?

Prateek Pandey, Senior Vice President, Upstream Research, Rystad Energy

12:25 – 12:45pm

20 mins

Keynote fireside chat | PTTEP's energy playbook: Creating value through the transition as an NOC
Ryan Hartfield, General Counsel, Country Representative - PTTEP Australia, PTTEP
Sally Bogle, Vice President, Renewables & Power Markets Research, Rystad Energy (M)

12:45 – 1:45pm 

60 mins

Networking lunch

Afternoon plenary

1:45 – 2:25pm

40 mins

India spotlight | India’s energy dilemma: Balancing energy security and energy transition needs with growing economy

• Deepwater exploration: Next frontier for untapped potential
• Investments in Gas/LNG infrastructure pivotal to transit away from coal and oil
• Increasing sales of EVs, CNG vehicles show steady transition away from ICE
• Transmission challenges and Hybrid auctions – how they will impact the next leg of Indias renewables journey

Sushma Jagannath, Vice President, Renewables & Power Markets Research, India, Rystad Energy
Shradha Sood, Senior Analyst, Supply Chain Research, India, Rystad Energy
Abhinav Goyal, Senior Analyst, Oil & Gas Research, India, Rystad Energy
Samrat Guglani, Senior Vice President, Commercial Head of India, Rystad Energy (M) 

2:25 – 2:55pm

30 mins

Managing energy supply chains amid shifting global dynamics

• How trade tensions, tariffs and sanctions are reshaping sourcing strategies for critical energy components
• Balancing cost, security and sustainability in sourcing energy supply chain
• Localization vs diversification - how to balance among various procurement routes

Edison Luo, Vice President, Research Manager China, Rystad Energy
Shan Chen, Senior Analyst, Battery Markets Research, Rystad Energy

2:55 – 3:15pm

20 mins

Driving value through traditional and clean energy systems

• The energy transition conundrum in developing economies
• Challenges in renewables growth
• Risks and signposts in a turbulent environment

Samuel Low, Head of Advisory APAC, Rystad Energy

3:15 – 3:45pm 

30 mins

Afternoon coffee break

3:45 – 4:30pm

45 mins

Afternoon panel | Financing 
Harshit Agrawal, Senior Energy Specialist, World Bank
Shilei Huang, Managing Director, Head of Project Finance Renewables & Infrastructure, Mizuho Bank 
Vivek Dhar, Head of Commodities Research, Commonwealth Bank of Australia
Daoming Liu, Chief Data Scientist, Sinolink Securities
Vijay Krishnan, Managing Director & Head of APAC, Rystad Energy (M)

4:30 – 4:50pm

20 mins

House view of the global energy system – how the energy sources will evolve over the next 15 years. Winners and losers.

• Key technological trends and breakthroughs that will affect the shape and speed of the energy evolution
• Short-term macroeconomic and policy surprises that could disrupt the evolution
• Geopolitical tail risks affecting the here and now, and potentially the next few years

Claudio Galimberti, Chief Economist & Global Director of Market Analysis, Rystad Energy

4:50 – 5:00pm

10 min

Closing address
Amrit Vaidyanath, Head of APAC Sales & Marketing, Rystad Energy