23 - 25 June 2020
The coronavirus global pandemic and collapse in oil price has had a profound impact on today's gas market. As a result, supply and demand fundamentals are rapidly changing.
Pandemic-induced lockdowns have eroded gas demand, and economic uncertainty looms large. In 2020, global gas demand will contract by about 2% from 2019 levels. Meanwhile, producers globally are cutting capex in response to low prices for oil and gas, which means future supply growth is at risk. And the longer-run government responses remains to be seen – will policy makers defer energy transition targets to jumpstart economies or accelerate them to build on air quality improvements enjoyed during lockdown?
The Japan gas series will be organized around three themes:
Episode 1: Short term LNG market balancing
Tuesday 23 June 3:00pm - 3:45pm JST
How oversupplied is the market? What role will Europe play in balancing the global gas market? How will low oil prices change coal to gas switching incentives in Japan and South Korea?
Speakers:
Robert Sims, Research Director – LNG Short Term
Lucy Cullen, Principal Analyst, Asia Pacific Gas & LNG
Murray Douglas, Director – Europe Gas & LNG Research
Episode 2: Long term gas & LNG market outlook
Wednesday 24 June 3:00pm - 3:55pm JST
How will lingering economic effects change market cycles? What does this mean for LNG supply development and contracting?
Speakers:
Giles Farrer, Head of LNG and Gas Asset Research
Miaoru Huang, Principal Consultant, Gas & LNG Research
Allyson Pellicci, Senior Research Manager – Global Gas Modelling
Thanasis Kofinakos, Vice President, Head of Gas and LNG Consulting, Asia Pacific
Episode 3: Energy Transition
Thursday 25 June 3:00pm - 4:00pm JST
What factors will drive the pace of energy transition?
Speakers:
Lucy Cullen, Principal Analyst, Asia Pacific Gas & LNG
Thanasis Kofinakos, Vice President, Head of Gas and LNG Consulting, Asia Pacific
Prakash Sharma, Head of Markets & Transitions, Asia Pacific
Gavin Thompson, Vice Chairman, Energy – Asia Pacific
Please join us to hear our experts explore these topics, and more. Feel free to contact us if you have any questions.