The context for the global LNG business 2024 - 2030 and the longer term to 2040:

• How can we make LNG a competitive sustainable fuel for energy transitions to Net Zero.
• The fundamentals of the business - how supply chains are structured, how risks are managed and what 2024’s economics look like.
• The size and shape of the global business and how it’s changing – a summary of the Global SD balance and its outlook.
• The key players - what they bring, their approach to risk and value management, how they are adapting to the new macro business environment. How do they compare amongst themselves? 

The focus on infrastructure: the forces currently promoting its development, vs the forces holding it back:

• Challenges and dilemmas different countries face.
• LNG supply.
• Shipping.
• Regasification.

• Key regional markets - the demand pull in Europe and its impact on Asia – how might this develop?
• Selling LNG: the cost vs value considerations.
• The principal business models behind Qatar and the US projects, how they vary and some key considerations for the future.
• The Global Portfolio Aggregators role and the value they bring.
• LNG traders - their growing role.
• Contracting structures and short-term vs long-term considerations.
• LNG pricing options – demystifying the jargon and explaining how a variety of Asian companies choose to price LNG.
   

The long lens into the future 

• Scenario planning for the global market out to 2050.
• Impacts on price sensitive buyers and new entrants.
• Key considerations of the principal stakeholders.
• Why 2024-2030 and 2030-2040 will be quite different in their drivers and how LNG can become a very significant transition fuel to be competitive throughout this period and beyond.