Singapore Market Talk - Gas and LNG

8:30am | Welcome and registration

 

9:00am | 

Welcome Remarks

Vijay Krishnan, Managing Director and Head of APAC, Rystad Energy

 

9:05am | 

Oil market wars: From shocks to scars

·    Base or worst: Mapping the scenarios

·    Living on inventory: The new balance, the old risk

·    Asia’s oil PTSD: How trauma rewrites demand

Lin Ye, Vice President, Commodity Markets - Oil, Rystad Energy 

 

9:20am | 

LNG or blackouts: Asia's difficult choice

·    Who actually buys the marginal cargo?

·    How much LNG from the Atlantic basin is realistically available to Asia

·    Where is the real price ceiling?

Masa Odaka, Vice President, Gas and LNG Markets Research, Rystad Energy  

 

9:35am | 

China: Towards an energy megapower

·    Great buffer: Supply security, US LNG role and storage

·    Cost of stability: Mapping the upside

·    Next five years: What the plan says

Wei Xiong, Vice President, Gas and LNG Markets Research, Rystad Energy 

 

9:50am | 

Make Middle East great again

·    Chokepoints as strategic leverage

·    The bypass and recovery reality

·    OPEC’s tightrope in a new oil era 

Aditya Saraswat, Senior Vice President, Research Director MENA, Rystad Energy 

 

10:05am | 

Two shocks, too soon

·    Two shocks in four years make a nine year bull market

·    The rise of the geostrategic premium

·    Exploring Qatar's recovery strategy

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

 

10:20am | 

Closing remarks

Shunker Goel, Vice President, Business Development - Trading, Rystad Energy

 

10:30am | Networking

 

11:00am | Event end