Rystad Energy Taipei Briefing

8:30 – 9:00 am

Registration

9:00 – 9:10 am

Welcome remarks

9:10 – 9:30 am

CCUS at a Crossroads: Political risk, supply bottlenecks and the next wave of growth

• CCUS outlook darkens as political risks rise
• Higher interest rates and EPC inflation weigh on CCUS project economics
• Can the data center boom create new opportunities for CCUS

Yvonne Lam, Head of Carbon & CCUS Research, Rystad Energy

9:30 – 9:50 am

Taiwan CCUS policy developments

Prof. Sofia Liou, National Taiwan University (NTU)

9:50 – 10:10 am

Taiwan's power sector in a fragmented world

• Impact and implications of Middle East crisis for power markets
• Taiwan's unique energy transition challenges
• Taiwan's unique opportunities in geothermal and offshore wind

Raksit Pattanapitoon, Vice President, New Energies Research, Rystad Energy

10:10 – 10:40am

Tea break

10:40 – 11:00 am

Establishment of TLS on the regulation of new energy exploitation

Kuo-Chen Hao, National Taiwan University (NTU)

11:00 – 11:20 am

Gas and LNG

• Impacts of the Middle East crisis to Gas & LNG Markets
• Supply and Demand response in the short-term and medium-term – Will there be more coal and renewables at the expense of gas?
• What does that mean for LNG contracting strategy through an Energy Security lens?

Lu Ming Pang, Vice President, Gas & LNG Research, Rystad Energy

11:20 – 11:30 am

Closing remarks