2019 Wood Mackenzie Japan Gas Forum

  • Tokyo, Japan
Wood Mackenzie will be holding its Annual Japan Gas Forum on Wednesday, 26th June in Tokyo, Japan. With 40 mt of new LNG supply expected in 2019, the market has moved into oversupply. However, with limited new supply from 2021, a significant amount of new projects sanctions are on the horizon. US LNG business models are changing but pipeline gas infrastructure remains a bottleneck. We will assess these future supply options. In terms of demand, Europe is emerging as a critical source of LNG demand. We will then deep dive into South and South East Asian demand, and also assess the evolving markets of South America. What role will Europe, South America and Asia play in accommodating supply growth? What are the key drivers and implications for global trade and how will the market balance? Join us at our Japan Gas Forum and find out more with our analysts.


  • 26 June 2019

    • Registration

    • Welcome and Introduction

    • Global gas and LNG

      • Is this the bottom of the market?

    • Asia’s growing LNG shortage
    • How will changes in Atlantic Basin pricing impact the Asian market?
    • Speakers

      • Robert heads Wood Mackenzie's APAC Gas and LNG research team. He joined Wood Mackenzie in 2018 with a focus on developing our Short Term outlook. With a background in Trading and Analytics, he provides commercial insight into the short term gas and LNG Market, analysing price drivers and short term trends, as well as how market participants compete in the spot traded market. With strong understanding of market dynamics, Robert helps Wood Mackenzie draw relevant insight into how short term trends influence the long term outlook. Robert joined Wood Mackenzie after 12 years at BP, where he led the Market Analytics team for BP Singapore LNG Trading. During his time at BP he also covered UK and European Gas markets, while on BP’s Gas Marketing Trading Book. Robert is an Chartered Management Accountant and holds a BSc in Mathematics and European Studies from Durham University, UK.

    • South and South East Asian LNG demand

      Can new infrastructure unlock demand? Is there room for independent LNG players? Can the decline in pipeline supply be reversed? Is there a role for gas in meeting rapidly growing power demand?

    • Is there room for independent LNG players?
    • Can the decline in pipeline supply be reversed?
    • Is there a role for gas in meeting rapidly growing power demand?
    • Speakers

      • Asti is the Principal Analyst for the APAC Gas and LNG Research team. She joined Wood Mackenzie in 2019 covering the regional market outlook. With a strong experience in the LNG and domestic supply chain, Asti provides commercial insight into the market dynamics in the region. She develops Wood Mackenzie’s individual country analysis and infrastructure trends, and leverages these into insights on how the country dynamics impact the regional LNG trends. Asti joined Wood Mackenzie after 10 years with ExxonMobil, where she was the Head of LNG Market Development. During her time with ExxonMobil, she has worked across the value chain for both LNG and pipeline gas, covering operations, contract development and negotiations. Asti holds a B.Eng from Sheffield University, an MSc from University of Warwick and M Int. from University of Queensland.

    • Coffee break

    • Americas markets updates: key drivers and implications for global trade

      • What is the impact of the Permian on US LNG?

    • How will the Mexican market continue to evolve, and what does that mean for imports (and exports)?
    • What does domestic supply in Argentina and Brazil mean for regional flows and LNG?
    • Speakers

      • Kristy Kramer leads Wood Mackenzie’s Americas Gas Research team, which covers short term and long term market analysis and outlooks for supply, demand, pricing, and flows in North America and as part of the global gas market. She joined Wood Mackenzie as a Principal in consulting in 2016, focusing on delivering bespoke gas, power, and LNG engagements. Kristy has been involved in helping clients determine and evaluate investment opportunities, design portfolio strategy, and understand associated market responses. Prior to Wood Mackenzie, Kristy worked eight years at ExxonMobil, on portfolio optimization, strategy analysis and design, and operational transactions. She has experience in the flowing gas, LNG, and exploration businesses and with key joint venture partners in the Americas, Middle East, and Africa. Kristy holds an MBA from the Olin Business School at Washington University in St. Louis and a degree in Mechanical Engineering (magna cum laude) from Washington University in St. Louis.

    • LNG supply

      • Which projects will take Final Investment Decision – when and why?

    • Can they be delivered on time and on budget?
    • Who will underpin new LNG supply and implications for portfolio players, buyers and traders?
    • Implications for LNG contract pricing
    • Speakers

      • 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.

    • Price reviews

      • Latest trends in price reviews

    • Factors that affect price review outcomes
    • Speakers

      • Thanasis has more than 14 years experience in LNG/gas and power. Since joining Wood Mackenzie he has been involved in LNG/gas asset due diligence, infrastructure economics, strategy and contract negotiation projects for NOCs, trading houses and majors. He led several projects on LNG price reviews for KOGAS, TOTAL, CNOOC, TEPCO, Vitol, Shell in addition to LNG procurement and trading advisory for companies such as Tokyo Gas, PERTAMINA, GS Energy, Beijing Gas, SK, S-OIL etc. He has also been the lead instructor in the annually organised PETRONAS Natural Gas Course in 4 separate occasions. Before Wood Mackenzie, Thanasis spent 7 years in a variety of international roles within ExxonMobil Gas and Power. This period included a 4 year secondment in Qatar where he was part of the LNG sales team for RasGas LNG, responsible for marketing more than 35 mmtpa of LNG. His experience covers analytical, supply chain and commercial negotiations aspects of the LNG/gas and power business.Thanasis holds an MBA from Cardiff University, UK and a BSc in Economics (First) from the University of Piraeus, Greece. In addition, he is an alumnus of London Business School. He is a fluent Greek and Spanish speaker and has basic knowledge of Portuguese and French.

    • Q&A session

    • Networking lunch


If you are not a client please use the enquiry form at the top of this page to register your interest in attending.