The global LNG market is tightening. Coal to gas switching is boosting LNG demand in China. Portfolio players and traders are developing LNG demand in emerging markets. Spot sales and tenders are enabling more fragmented latent LNG demand to be met. As the market tightens there is momentum behind new LNG supply development: who is best placed to go ahead? And what are the implications for global LNG markets and players? 全球液化天然气市场正在收紧。中国的煤改气政策提升国内的液化天然气需求。资源整合商及贸易商在开发新兴市场的液化天然气需求。现货销售和招投标使得更多的分散的潜在需求得以满足。市场收紧为开发新的液化项目提供了动力：谁已经准备就绪？这些对全球液化天然气行业参与者影响如何？ China is looking at cleaner energy options such as gas and renewables as a way to achieve its policy ambitions to clean up the air. The coal-to-gas switching programme is set to unlock additional gas demand, notably in the residential and industrial sector. While decreasing costs for wind, solar and power storage, might challenge gas’ role in the power mix. What will be the overall implications on gas demand in China? And how will pipe and LNG options compete to fulfil future gas requirements? 在世界能源格局正发生重大变革的大环境下，能源供应方式日趋多样化，天然气和可再生能源这样的清洁能源日益受到重视。中国的煤改气政策必将释放更多增长空间，但解决天然气供应短缺和定价问题尚需时日中国设立了构建清洁低碳能源体系的战略目标。在这场清洁能源竞赛中，更低成本成本降低的可再生能源将在燃料替代中扮演更加重要的角色。高比例可再生能源对天然气行业意味着什么？我们能否期待天然气和可再生能源协同发展而不是正面竞争？
Agenda
10 July 2018
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Registration
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Welcome and Introduction
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Global Gas and LNG: 全球天然气与液化天然气
Tightening market conditions, regional unbalances, corporate dynamics and implications on LNG prices
市场收紧、区域失衡、企业动态及对液化天然气价格的影响
Speakers
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Massimo joined Wood Mackenzie in 2007 and is now VP and responsible for the fundamental analysis and view of Wood Mackenzie’s Global Gas and LNG Research. Massimo has an extensive knowledge throughout the gas industry value chain gained by leading several consulting projects while at Wood Mackenzie - advising NOCs, IOCs and European Utilities on global gas and pricing dynamics. Massimo has been leading the European gas and LNG team for five years and has been developing Wood Mackenzie’s short term view and offering Prior to Wood Mackenzie Massimo has been working in the strategy department at Eni SpA, where he was responsible for European and global gas scenario analysis. Massimo holds a Ph.D in Development Economics from “LUISS” University, Rome.
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LNG market evolution in Asia: 亚太液化天然气市场的演进
New markets and players, evolving business models, hub developments and LNG tenders. What are the implications for market growth?
新兴市场及企业，变化的商业模式，Hub开发及液化天然气趋势：这对市场的增长有何影响
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Wen Wang, Consultant, China & NE Asia Primary Fuel Fundamentals. Wen joined Wood Mackenzie in 2015 as a gas market consultant. She takes a leading role in determining future gas demand market outlooks, and develops thought leadership via regular reports on key industry themes, events and long term China gas market trends. Prior to joining Wood Mackenzie, Wen worked at Environmental Defence Fund focusing on improving regulations for the oil and gas industries in China. Wen has an MESc in Environmental Science, from Yale University, and a BS in Environmental Science (Honours), from Peking University.
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Coffee Break
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Pre FID LNG projects: 液化天然气市场Pre FID项目
Marketing and financing, costs and technologies, integrated projects and strategic players: which projects are best placed to go ahead?
市场与融资、成本与技术、一体化项目及战略伙伴：谁已经准备就绪？
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Giles directs Wood Mackenzie’s LNG research and is a global gas expert, maintaining client relationships across the world. Having led the development of our LNG Corporate offering, Giles now manages Wood Mackenzie’s LNG Service and Tool products, drawing on his nine years of experience in gas & LNG. His particular expertise lies in LNG supply, LNG contracting and pricing, LNG costs, FLNG, asset valuation, competitor benchmarking and market analysis. Prior to joining the LNG team in 2008, Giles worked in Wood Mackenzie’s upstream group covering the Middle East and South Asia. He previously worked for Evaluate Energy in London. Giles holds a BA in History & Politics including a final year paper on African Petroleum Economies, from the University of Exeter.
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Q&A session问答环节
What implications for global LNG markets and players?
哪些因素刚影响全球液化天然气市场及业内公司？
Speakers
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Massimo joined Wood Mackenzie in 2007 and is now VP and responsible for the fundamental analysis and view of Wood Mackenzie’s Global Gas and LNG Research. Massimo has an extensive knowledge throughout the gas industry value chain gained by leading several consulting projects while at Wood Mackenzie - advising NOCs, IOCs and European Utilities on global gas and pricing dynamics. Massimo has been leading the European gas and LNG team for five years and has been developing Wood Mackenzie’s short term view and offering Prior to Wood Mackenzie Massimo has been working in the strategy department at Eni SpA, where he was responsible for European and global gas scenario analysis. Massimo holds a Ph.D in Development Economics from “LUISS” University, Rome.
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Giles directs Wood Mackenzie’s LNG research and is a global gas expert, maintaining client relationships across the world. Having led the development of our LNG Corporate offering, Giles now manages Wood Mackenzie’s LNG Service and Tool products, drawing on his nine years of experience in gas & LNG. His particular expertise lies in LNG supply, LNG contracting and pricing, LNG costs, FLNG, asset valuation, competitor benchmarking and market analysis. Prior to joining the LNG team in 2008, Giles worked in Wood Mackenzie’s upstream group covering the Middle East and South Asia. He previously worked for Evaluate Energy in London. Giles holds a BA in History & Politics including a final year paper on African Petroleum Economies, from the University of Exeter.
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Wen Wang, Consultant, China & NE Asia Primary Fuel Fundamentals. Wen joined Wood Mackenzie in 2015 as a gas market consultant. She takes a leading role in determining future gas demand market outlooks, and develops thought leadership via regular reports on key industry themes, events and long term China gas market trends. Prior to joining Wood Mackenzie, Wen worked at Environmental Defence Fund focusing on improving regulations for the oil and gas industries in China. Wen has an MESc in Environmental Science, from Yale University, and a BS in Environmental Science (Honours), from Peking University.
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Networking Lunch
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Power & Renewables: 电力与可再生能源
Gas and renewables in the context of energy transition: Who is the winner?
能源转型背景下的天然气与可再生能源之争:谁将赢得市场?
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Frank Yu is Principal Consultant for Asia-Pacific Power and Renewables based in Beijing. Frank was instrumental in developing Wood Mackenzie’s China Gas Service and eventually the China Power Model which covered provincial power markets, inter-provincial power flows and the competitiveness of gas in the China power market. Prior to Wood Mackenzie, Frank worked for a number of years with Pöyry, a management and engineering consultancy. In this role, Frank participated in numerous consulting projects, the majority of which focused on China’s burgeoning energy sector. Frank Yu has a diversified education background in geology, climate change sciences and energy economics. Prior to joining Pöyry, Frank worked at the College of Urban and Environmental Sciences at Peking University as a postdoctoral fellow after earning his Ph.D Degree at Lanzhou University.
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China's wind power: 中国风能
Growth dynamics and forecasts, policy frameworks. Where will the key markets be?
市场动态和预测、政策环境，主要市场将在哪？
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Shane has worked in China’s wind industry since 2011. He joined MAKE’s APAC office in Shanghai in August 2014 as a Market Analyst for China and currently holds the positions of Head of APAC. He is responsible for MAKE’s business development in the APAC regions, overall management of the APAC division and providing MAKE’s clients with in-depth analyses on all major markets within China’s wind industry. He previously worked for the Chinese turbine manufacturer, Goldwind Science & Technology, having joined in early 2011 and worked from their Beijing headquarters on investor relations and Hong Kong Stock Exchange disclosure affairs. Shane holds a BSc. Honours degree in Management from the University of St. Andrews in Scotland.
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Q&A session and coffee services
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Chinese LNG demand: 中国液化天然气需求
Coal to gas switching, increasing domestic supply, new infrastructure developments: what are the implications for LNG demand?
煤改气、国内供应增长、新的基础设施建设：对液化天然气市场需求有何种影响？
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Lynn joined Wood Mackenzie in 2016 as the China gas supply analyst based in Beijing. She specialises in China domestic gas supply modelling, piped gas and LNG import forecasts, as well as gas supply cost analysis. Prior to Wood Mackenzie, Lynn studied energy management at Columbia University. Additionally, she worked as a research assistant at Columbia’s Center on Global Energy Policy. Lynn holds an MPA in Energy and Environment from Columbia University and a dual BA in English Language and Literature, and Economics from Beijing Foreign Studies University.
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Fees
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