April 29, 2019

Rystad Energy invites to our Moscow Info Session where we will cover the latest industry trends from Shale, Oil market and Gas markets.


Global Oil and Gas Markets: Trends and Outlook

Date: 22 May 2019, 9.30
Venue: Hotel “National”, 15/1 Mokhovaya st., Moscow
Petrovsky Conference Room (entrance from Tverskaya st.)


Topic Presenter
09:30 - 10:00                  Registration and Coffee  
10:00 - 10:45 A new wave of exploration, or would M&A drive growth ahead?
  • Majors and independents exploration strategies versus M&A strategies
  • Key metrics to understand value creation through exploration and transactions
  • Key recent exploration successes and key recent transactions
  • What can governments do to support exploration?
Jarand Rystad
10:45 - 11:15 Rystad Energy solutions to analyze global oil and gas industry Arne Gulbrandsen Senior Partner
11:15 - 11:30 Coffee break  
11:30 - 12:45 US Shale learning curve: uncertainty around ultimate potential
  • Implications for activity and production growth from E&P capital discipline in 2019
  • How serious supermajors are about long-term shale ambitions?
  • Child wells and down-spacing: localized issues or fundamental problems?
  • In-basin frac sand debate: trade-off between quality and cost savings
Artem Abramov
Partner & Head of Shale Research
12:45 - 13:30 Renewed need of market management by OPEC+ from 2021 after bullish effect of IMO 2020
  • Global oil demand: how serious is structural economic slowdown in China?
  • OPEC+ cuts compliance and ways ahead in the context of US shale growth and Iranian sanctions
  • Anatomy of IMO 2020 sulfur regulations; how short-lasting is an upside to oil prices in 2020?
  • Oil market post 2020: renewed need for market management or increasing price volatility
  • Long-term oil demand and substitution effects: peak oil and its market effects?
Artyom Tchen
Senior Analyst, Oil Market Research
13:30 - 14:15 Tightening of the LNG market: will new investments in liquefaction infrastructure help the market remain balanced?
  • Growth in Liquefaction capacity
  • Global LNG demand
  • Increase in Regas capacity
  • Liquefaction projects that could potentially take FID
  • Market conditions and long term contracts
Carlos Torres Diaz
Vice President & Head of Gas Markets
14:15 - 15:00 Discussion and Lunch  

The registration for this event is now closed. Please contact marketing@rystadenergy.com for more information.