LNG Export USA 2014: Global Buyer Congress Connecting US LNG Supply With Global Demand

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What’s Different About The LNG Export USA 2014: Global Buyers Congress? • US LNG FOCUSED: This is not a congress looking at LNG in general - it has been designed specifically for domestic sellers and international buyers of US LNG who are looking to capitalize on the country’s shale gas glut • GLOBAL BUYER SPEAKERS: Over 50% of presentations will be from global utilities that are actively purchasing or seeking to purchase US LNG and will host buyer speakers from: China, India, Chile, UK, Netherlands, France, Spain, Germany, Austria, Italy, The Dominican Republic and Nigeria The LNG Export USA 2014: Global Buyer Congress has been designed to focus on... • US LNG COMPETITIVENESS: Hearing How Global Buyers Perceive The Competitiveness Of US LNG In Relation To Competing LNG Export Projects Across The World • GLOBAL DEMAND: Establishing Global Demand For US LNG And Driving The Terminal, Pipeline And Transport Infrastructure Needed To Take It To The Most Profitable Markets • TERMINAL UPDATES: Hearing The Latest Updates On Export Terminal Construction Projects, Capacities And Timelines For Completion • PRICING: Assessing How An Increase In Exports Will Affect Henry Hub Pricing To Assess The Global Competitiveness Of US LNG • EXPORT APPROVALS : Hearing The Latest Updates From The DOE And FERC On Government Export Approvals Permitting The Supply OF LNG To Non-Free Trade Countries Driving Long Term US LNG Trading Partnerships Between US Suppliers And Global Markets Establishing Long Term LNG Partnerships Between Domestic Supply And Global Demand: Examining The Very Latest US Government Export Regulations, Quantifying Global Supply, Demand And Pricing And Expediting The Growth Of Export Terminal Infrastructure Capacity To Establish The Global Competitiveness Of US LNG And Reduce The Risk And Uncertainly Of International Trading Contracts For Buyers April 29-30, 2014 | Houston | Texas Driving long term US LNG trading Partnerships between US suppliers and Global Markets M Follow us @UnconventOilGas www.lng-export-usa-2014.com + (1) 800 721 3915 [email protected] www.american-business-conferences.com Register By Friday March 14, 2014 SAVE $200 John Bretz VP Marketing Anadarko Petroleum Vince Morrissette VP Origination and Regulatory Affairs Anadarko Petroleum Corey Grindal VP - Gas Supply Cheniere Energy Larry Persily Federal Director Alaska Natural Gas Projects - Arctic Government Peter Hansen CEO Oregon LNG Petroleum Andrew Kunian Founder & CEO EOS LNG and Barca LNG Keo Lukefahr General Manager Natural Gas Trading & Marketing PetroChina Sanil Namboodiripad Addl. Vice President Reliance Power Ltd. Rudolf Araneda CEO GasAtacama Francisco de la Flor Director of Regulations and President Enagás Phil Carter Head of Commercial, LNG National Grid UK Robin Head of Business Development Netoil Group Organized By: US SPEAKERS INTERNATIONAL SPEAKERS

description

In the past five years, US LNG export scale-up has grown from just being a lucrative commercial opportunity for gas E&P and marketing companies, to a move critical to the economic sustainability of the American natural gas industry. Holding 2,543 trillion cubic feet of recoverable natural gas, the United States has more than a hundred year's domestic supply of natural gas at current consumption rates in a global economy where demand from markets in Asia, South America and Europe is growing at pace. Given that some of the largest markets for LNG are currently non-FTA regions such as Asia, Europe and Latin America, U.S. natural gas companies and non-FTA countries are dynamically seeking long-term contracts for considerable volumes of LNG. However, lack of transparency around the DOE's decision criteria to grant NFTA export licenses, uncertainty over country-specific energy demands and ambiguity surrounding liquefaction and export terminal completion timelines are hampering US producers from fully capitalizing on the excessive supply of natural gas, despite the increasing global demand for it. This prospect of realizing the ramp up of US exports in light of government regulations, global demand and infrastructure expansion has sparked a contentious energy debate in the US and is fueling escalating discussions in Asian, European and Latin American energy circles. The LNG Export USA 2014: Global Buyer Congress has been strategically designed to be the only LNG congress focused specifically on connecting US supply with international demand, gathering some of the most senior strategically positioned LNG executives and key international LNG buyers from Asia, Europe and Latin America to successfully deliver long-term sustainable and lucrative LNG trade partnerships. The two day event will be packed with strategic presentations and discussions examining the very latest US government export regulations, quantifying global supply, demand and pricing, and expediting the growth of export terminal infrastructure capacity. The definitive purpose of the congress is to establish the global competitiveness of US LNG and reduce the risk and uncertainly of international trading contracts for buyers to drive forward the realization of LNG export opportunities in North America.

Transcript of LNG Export USA 2014: Global Buyer Congress Connecting US LNG Supply With Global Demand

Page 1: LNG Export USA 2014: Global Buyer Congress Connecting US LNG Supply With Global Demand

What’s Different About The LNG Export USA 2014: Global Buyers Congress?• USLNGFOCUSED:This is not a congress looking at LNG in general - it has been designed specifically for domestic sellers and international buyers of US

LNG who are looking to capitalize on the country’s shale gas glut

• GLOBALBUYERSPEAKERS: Over 50% of presentations will be from global utilities that are actively purchasing or seeking to purchase US LNG and will host buyer speakers from: China, India, Chile, UK, Netherlands, France, Spain, Germany, Austria, Italy, The Dominican Republic and Nigeria

The LNG Export USA 2014: Global Buyer Congress has been designed to focus on...• USLNGCOMPETITIVENESS:Hearing How Global Buyers Perceive The Competitiveness Of US LNG In Relation To Competing LNG Export Projects

Across The World

• GLOBALDEMAND: Establishing Global Demand For US LNG And Driving The Terminal, Pipeline And Transport Infrastructure Needed To Take It To The Most Profitable Markets

• TERMINALUPDATES: Hearing The Latest Updates On Export Terminal Construction Projects, Capacities And Timelines For Completion

• PRICING: Assessing How An Increase In Exports Will Affect Henry Hub Pricing To Assess The Global Competitiveness Of US LNG

• EXPORTAPPROVALS: Hearing The Latest Updates From The DOE And FERC On Government Export Approvals Permitting The Supply OF LNG To Non-Free Trade Countries

Driving Long Term US LNG Trading Partnerships Between US Suppliers And Global Markets

Establishing Long Term LNG Partnerships Between Domestic Supply And Global Demand:

ExaminingTheVeryLatestUSGovernmentExportRegulations,QuantifyingGlobalSupply,DemandAndPricingAndExpeditingTheGrowthOfExportTerminalInfrastructureCapacityToEstablishTheGlobalCompetitivenessOfUSLNGAndReduceTheRiskAndUncertainlyOfInternationalTradingContractsForBuyers

April29-30, 2014|Houston|Texas

Driving long term US LNG trading Partnerships between US suppliers and Global Markets

M Follow us @UnconventOilGas

www.lng-export-usa-2014.com+ (1) 800 721 3915

[email protected] www.american-business-conferences.com

Register By FridayMarch 14, 2014

SAVE $200

John Bretz VP Marketing AnadarkoPetroleum

Vince Morrissette VP Origination and Regulatory AffairsAnadarkoPetroleum

Corey Grindal VP - Gas Supply CheniereEnergy

Larry Persily Federal Director AlaskaNaturalGasProjects-ArcticGovernment

Peter Hansen CEO OregonLNGPetroleum

Andrew Kunian Founder & CEO EOSLNGandBarcaLNG

KeoLukefahr General Manager Natural Gas Trading & MarketingPetroChina

Sanil Namboodiripad Addl. Vice President ReliancePowerLtd.

Rudolf Araneda CEO GasAtacama

Francisco de la Flor Director of Regulations and PresidentEnagás

Phil Carter Head of Commercial, LNG NationalGridUK

Robin Head of Business Development NetoilGroup

Organized By:

US SPEAKERS INTERNATIONAL SPEAKERS

Page 2: LNG Export USA 2014: Global Buyer Congress Connecting US LNG Supply With Global Demand

Register By FridayMarch 14, 2014

SAVE $200

www.lng-export-usa-2014.com (1) 800 721 3915 [email protected]

In the past five years, US LNG export scale-up has grown from being a lucrative commercial opportunity for gas E&P and marketing companies toamovecriticaltotheeconomicsustainabilityoftheAmericannaturalgasindustry. Holding 2,543 trillion cubic feet of recoverable natural gas, the United States has more than a hundred year’s domestic supply of natural gas at current consumption rates in a global economy wheredemandfrommarketsinAsia,SouthAmericaandEuropeis growing at pace.

Given that some of the largest markets for LNG are currently non-FTA regions such as Asia, Europe and Latin America, U.S. natural gas companies and non-FTA countries are dynamically seeking long-term contracts for considerable volumes of LNG. However lack of transparency around the DOE’s

decision criteria to grantNFTAexport

licenses,uncertainty overcountry-

specificenergydemandsand

ambiguity surroundingliquefaction

andexportterminalcompletion

timelines are hampering US producers

from fully capitalizing on the excessive

supply of natural gas, despite the

increasing global demand for it.This

prospect of realizing the ramp up of

US exports in light of government

regulations, global demand and

infrastructure expansion has sparked a

contentiousenergydebateintheUS

and is fueling escalatingdiscussions

inAsian,EuropeanandLatin

Americanenergycircles.

The LNGExportUSA2014:Global

BuyerCongress has been strategically

designed to be the only LNG congress

focused specifically on connecting

USsupplywithinternationaldemand, gathering some of the most

senior strategically positioned LNG

executives and key international

LNG buyers from Asia, Europe

and Latin America to successfully

deliver long-term sustainable andlucrativeLNGtradepartnerships. The two day event will be packed

with strategic presentations and

discussions examining the very latestUSgovernmentexportregulations,quantifying global supply, demand and

pricing, andexpeditingthegrowthofexportterminalinfrastructurecapacity. The definitive purpose of

the congress is to establish the global

competitiveness of US LNG and reduce

the risk and uncertainly of international

trading contracts for buyers to drive

forward the realisationofLNGexportopportunitiesinNorthAmerica.

Sponsorship And Exhibition Opportunities Available At The Congress Venue Information

Need to generate new sales leads, launch a new product, engage key decision makers, build new future business relationships in key markets, or simply educate the industry about a new product? Then you need to exhibit at the LNGExportUSA2014:GlobalBuyerCongress. Our busy exhibit area is an integral part of the Congress and is of genuine practical value to delegates, who are looking for new solutions and technologies. Exhibiting at the congress will help you position yourself as a market leader and centre of excellence to the key decision makers in the industry.

For further information, please contact: [email protected]

or + (1) 800 721 3915

GeorgeRBrownConventionCenter

1001 Avenida de las Americas

Houston

TX

77010

Tel: 800-427-4697; 713-853-8000

Web: www.houstonconventionctr.com

Page 3: LNG Export USA 2014: Global Buyer Congress Connecting US LNG Supply With Global Demand

US LNG GLOBAL EXPORT MARKETS, PRICING AND INTERNATIONAL COMPETIVENESSDay 1Tuesday April 29, 2014

8.30Chair’sOpeningRemarks

KEYNOTE PANEL: GLOBAL BUYER DEBATE

8.40HearingHowGlobalBuyersPerceiveTheCompetitivenessOfUSLNGInRelationToCompetingLNGExportProjectsAcrossTheWorld

Commercial insights for US LNG Exporters

•Contrastingtheglobaldemandandsupplyofnatural

gastoascertainkeymarketswithlong-termdemand

forLNGimportsfromtheUS

•Understandinghowanincreaseinexportswillimpact

HenryHubpricingtoassesstheglobalcompetitiveness

ofUSLNG

•Comparingaffordabilitypricecutoffsfordistinct

marketstoaccuratelyanticipatepricingtermsfor

futuretradeagreements

Commercial insights for International LNG Buyers

•ComparingMarkets:Understandinghowthepricing

index,timescaleforprojectdevelopmentandvolume

constraintvariesacrossdifferentmarkets

•UnderstandingwhatdifferentiatesUSliquefactionfrom

othergloballiquefactionprojectstomakethemmore

competitiveontheglobalmarket

•Reviewingtheeconomicandlogisticalfeasibility

ofimportingLNGfromAustraliaandQatartotake

advantageofcompetitivelypricedmarkets

•Assessingtraderegulations,supplycontractsand

reliabilitytodetermineriskofimportingUSLNG

EUROPEAN MARKET: Francisco de la Flor, Director of Regulations and President, Enagas

SOUTH AMERICAN MARKET: Rudolf Araneda, CEO, Gasatacama

ASIAN MARKET: Sanil Namboodiripad, Addl. Vice President, Reliance Power Ltd.

9.10 Question & Answer Session

KEYNOTE 2: US LNG ECONOMICS

9.20AnalyzingHowTheIncreasedSupplyOfUSLNGExportsWillImpactGlobalLNGEconomicsInTheLong-Term

Commercial insights for US LNG Exporters

•DeterminingifincreasedUSLNGexportsupplywillbe

fullyconsumedinAsianmarketsorsimplydisplace

existingvolumesfromtheAtlanticBasin

•IdentifyingsupplyanddemanddriversforUSLNGand

theopportunitiesfortheUStoassociatededicated

capacitywithspecificexportmarkets

Commercial insights for International LNG Buyers

•DetermininghowUSLNGfitsinwithglobalsupplyand

demand:howtheincreasedsupplyofUSLNGswill

impacttheeconomicsofLNGworldwide

•QuantifyingthevolumeofLNGwithdestination

flexibilitytoassesstheresultingimpactontheshort-

termstockmarket

John Bretz, VP Marketing, Anadarko Petroleum

Vince Morrissette, VP Origination & Regulatory Affairs, Repsol Energy North America

9.50 Question & Answer Session

KEYNOTE 3: TERMINAL APPROVALS

10.00UnderstandingTheProceduresAndPoliticalFactorsThatPlayACriticalRoleInTheDOE’sDecisionToApproveU.S.LNGExportApplicationsToNonFTACountries

Insights for US LNG Exporters and International LNG Buyers

•Identifyingthepotentialwinnersandlosersintheexportdebate:

•U.S.consumersvs.U.S.producers

•Free-tradevs.protectionism

•Energyindependenceathomevs.helpingU.S.alliesabroad

•Isolatingapprovedprojectsandprojectsnextinlinetoreceiveapprovaltogainclarityonoutstandingapplications

•UnderstandingthedifferencesbetweenU.S.naturalgasexportlawtoFTAandnon-FTAnationstoclarifyproceduresforUSsuppliersandglobalbuyers

•Understandingifcapswillbeimposedonspecificexportprojectstoforecastabsolutevolumesobtainableforimport

•AssessingthepoliticsofnaturalgaspriceincreasesintheU.S.andtheaffectonDOEexportapprovalsandactionsonprojectsalreadyapproved

•DiscussingthecompletiontimelineandcapacityoftheAlaskaLNGexportprojecttodeterminehowitwillfitinwithcompetingUSLNGprojects

Larry Persily, Federal Director, Alaska Natural Gas Projects - Arctic Government

10.30 Question & Answer Session

10.40 Morning Refreshments In Exhibition Showcase Area

ASIA - DEMAND, SUPPLY & IMPORT CAPACITYQuantifying Natural Gas Requirements And

Infrastructure Expansion Plans For India, Japan And China To Project Capacity Of LNG That Capable Of

Being Exported To Asia

CHINA

11.10ExaminingIfChinaPossessesTheRegulatoryFrameworkRequiredToSupportTheImportationOfUSLNGToMeetHighDomesticDemand

Commercial insights for US LNG Exporters

•EstablishinglocaldemandforandusesofinternationalnaturalgastoassessthepotentialvolumesofLNGthatcanbeexportedtoChina

•EvaluatingplanstobuildstoragefacilitiestoquantifythemaximumvolumesofLNGthatcanbeexported

•CommercialInsightforInternationalLNGBuyers

•InvestigatinghowmiddlemenandbrokerscanbedealtwithtoacceleratetransactionswithChinesetraders

•AssessingtheopennessofthetraderegulationsforLNGimportstodeterminefeasibilityasanexportdestination

Keo Lukefahr, General Manager Natural Gas Trading & Marketing, PetroChina International

11.40 Question & Answer Session

INDIA

11.50ProvidingDemand,SupplyAndImportCapacityUpdatesFromALeadingIndianLNGImporterToEvaluateIndia’sPositionAsAViableExportDestination

Commercial insights for US LNG Exporters

•Assessingthetiming,capacityandavailabilityofinwardpipelineinfrastructuretodeterminewhenrealvolumescanbeexportedouttoIndia

•EstablishingIndia’sdemandforUSLNGtodrivetheterminal,pipelineandtransportinfrastructureneededtotakeLNGtomarket

Commercial Insights for International LNG Buyers

•Evaluatingthetiming,capacityandavailabilityofallexportfacilitiesfromtheUStoIndiatoassessshort,mediumandlong-termcapacityasaviableexportdestination

•DeterminingLNGaffordabilityrelativetodieseltounderstandhowattractiveimportingLNGtoIndiaisfortheinternationalbuyer

•DefiningtheaffordabilitycutoffsforLNGimportsintoIndiatoreducethestickershockwhenenteringneworrenewingexistingcontracts

Sanil Namboodiripad, Addl. Vice President, Reliance Power Ltd.

S. Narayanan, Managing Director, Andhra Pradesh Gas Distribution Corporation, India

12.20 Question & Answer Session

12.30 Lunch In The Exhibition Showcase Area

EUROPE AND LATIN AMERICA - GLOBAL DEMAND, CURRENT SUPPLY AND

IMPORT INFRASTRUCTURECalculating LNG Demands And Infrastructure

Expansion Plans For Europe And Latin America To Understand Long-Term Trading Potential

WESTERN AND SOUTHERN EUROPEAN DEMAND AND SUPPLY

1.30QuantifyingTheVolumesAndSpecificationsOfLNGDemandFromTheUK,Netherlands,France,Spain,Germany,Austria,andItalyToAssessHowEuropeFitsIntoTheGlobalLNGImportEquation

Commercial insights for US LNG Exporters

•QuantifyingaggregatedemandfornaturalgastoassesshowmuchimportedLNGisrequiredtomeetlocaldemand

•ExamininginwardpipelineinfrastructuretodeterminerealLNGvolumesthatcanbeexportedtoEuropeanMarkets

•ReviewingtheregulatoryenvironmentforLNGimportstogaugeEurope’sattractivenessasanexporttarget

Commercial insights for International LNG Buyers

•DiscussingtheintricaciesofUKLNGimportarrangementsandmarketdynamicstoreduceambiguityofimportingfromUSsuppliers

Robin Henderson, Head of Business Development, The Netoil Group

Phil Carter, Head of Commercial, UK LNG, National Grid

2.30 Question & Answer Session

www.lng-export-usa-2014.com (1) 800 721 3915 [email protected]

Page 4: LNG Export USA 2014: Global Buyer Congress Connecting US LNG Supply With Global Demand

LNG INFRASTRUCTURE: SPAIN AND BELGIUM2.50ScrutinizingMarketAccessConditionsToLNGInfrastructureInSpainAndBelgiumToFacilitateExportToLowDomesticGasProductionMarketsCommercial Insights for US LNG Exporters•Comparingregulatedandexemptedaccessand

ownershipregimestodetermineroutestounloadandmarketLNGcargo

•AssessingtheimplicationsoftradenegotiationswithLNGproductioncountriestoevaluatehowmuchLNGcanbeimportedinanintegratedEuropeanlandscape

Commercial Insights for International Buyers•Examininghowexistingnaturalgaspipelining

contractswithRussia,NorwayandAlgeriawillimpacttheLNGtradebalancetodeterminefeasibilityofimportingfromUSproducers

•DebatingtheneedforasingleEuropeanmarkettointegratethedemandandsupplyofdifferentEuropeancountriesandexpediteglobalLNGtraderelationships

Francisco de la Flor, Director of Regulations and President, Enagás

3.20 Question & Answer Session3.30 Afternoon Refreshments In Exhibition Showcase Area

LATIN AMERICA4.00MappingLNGDemandAndExistingSupplyAndImportInfrastructureInPlaceToJustifyUSLNGExportationToASmall-MidscaleLatinAmericanEnergyMarketCommercial insights for US LNG Exporters•Evaluatingupcomingplanstobuildshippingfacilities

tomeasurehowmuchLNGUScanbeexportedinthefuturetomeetLatinAmericandemand

•AssessingdifferencesinLNGdemandintheNorthandSouthChileanpowermarketstodeterminethemostprofitablemarket

Commercial Insights For International LNG Buyers•Quantifyinglocalproductionofnaturalgastoassess

adequacyofreservesintheabsenceofshippingchannelsandFOBcontracts

Greg Michaels, Chairman & CEO, SCT&E

4.30 Question & Answer Session

LNG PRICING, TRADING AND INTERNATIONAL COMPETITION

Assessing Global LNG Projects, Us Trade Sanctions And Henry Hub Pricing To Assess The Long Term Economics Of US-LNG Exports Relative To Other

Export Projects

HENRY HUB PRICING4.40AssessingHowAnIncreaseInLNGExportsWillAffectHenryHubPricingToDetermineTheImpactOnUSLNGCompetitivenessAndExportPricingDecisionsCommercial insights for US LNG Exporters•ComparingHenryHubvs.JKMvs.Brentpricetrendsto

provideinsightintothepricespreadovertimeandinfertheimpactonthelong-termmarket

•InvestigatingtheimpactofshalegasinfluxontheHenryHubpricetoforecasttheimpactondemandforUSnaturalgas

Solutions for US LNG Exporters and International LNG Buyers•ExaminingthevolatilityoftheHenryHubpricingto

understanduncertaintyandpotentialriskinvolvedwithbuyingUSLNG

•ExaminingrequirementsfordevelopingaliquidpricinghubinAsiaandforecastthepricestheHenryHubcancompeteagainst

Robin Henderson, Head of Business Development, The Netoil Group

5.10 Question & Answer Session

GLOBAL LNG EXPORT PROJECTS

5.20HearingUpdatesOnLNGExportFacilitiesInOtherCountriesToDeriveATimelineForWhenLargeVolumesOfCompetingLNGWillBeAvailableToInternationalBuyers

Commercial insights for US LNG Exporters

•DeliveringcompletionsupdatesforexportterminalsandliquefactioninfrastructuretodefinethepositionofUSfacilitiesintheglobalmarket

Commercial solutions for International LNG Buyers

•Classifyingthestageoffacilitiesbeingdevelopedtoascertaintheviabilityofimportingfromnon-USmarketsimmediately

•DeterminingthetariffforLNGimporttoglobalmarketstoenablebuyerstoenterintolong-termtradeagreementsatthebestprice

Theophilus Agbonifo, Principal - Reliability & Business Improvement, Nigeria LNG Limited

5.50 Question & Answer Session

6.00Chair’sClosingRemarks6.50-7.50 Networking Drinks Reception In Exhibition Showcase Area

www.lng-export-usa-2014.com (1) 800 721 3915 [email protected]

US LNG GLOBAL EXPORT MARKETS, PRICING AND INTERNATIONAL COMPETIVENESS

LIQUEFACTION TERMINALS AND CONNECTIVITY INFRASTRUCTURE

Day 1 Continued...Tuesday April 29, 2014

Day 2Wednesday April 20, 2014

8.30Chair’sOpeningRemarksKEYNOTE: US LNG ECONOMICS - LNG TERMINAL OPERATOR PERSPECTIVE8.40AnalyzingHowTheIncreasedSupplyOfUSLNGExportsWillImpactGlobalLNGEconomics,PricingAndStockMarketsInTheLong-TermCommercial insights for US suppliers•Recognizingthelong-termimpactofUSLNGexports

onpricingtodeterminetheeffectondomesticandglobalpricemarkets

•DeterminingifincreasedUSLNGexportsupplywillbefullyconsumedinAsianmarketsorsimplydisplaceexistingvolumesfromtheAtlanticBasin

•IdentifyingsupplyanddemanddriversforUSLNGandtheopportunitiesfortheUStoassociatededicatedcapacitywithspecificexportmarkets

Commercial insights for International Buyers•OutliningUSoperatorsplanstosupplysmallvolumes

ofnaturalgastosmallscalelocalprojectstocapitalizeondomesticmarkets

•DetermininghowUSLNGfitsinwithglobalsupplyanddemand:howtheincreasedsupplyofUSLNGswillimpacttheeconomicsofLNGworldwide

•QuantifyingthevolumeofLNGwithdestinationflexibilitytoassesstheresultingimpactontheshort-termstockmarket

Andrew Kunian, Founder & CEO, EOS LNG and Barca LNG

9.10 Question & Answer Session

LIQUEFACTION AND EXPORT TERMINALSReviewing Tariffs, Completion Timelines, Liquefaction Capacity And Export Permits For Both Fta And Non-

Fta For The Four Approved LNG Export Projects

SABINE PASS LIQUEFACTION PROJECT

9.20DeliveringUpdatesOnCheniereEnergy’sLiquefactionProjectToDetermineLNGVolumeCapacityAndTimelineForCompletion

Commercial insights for US LNG Exporters

•ExamininghowmuchexportcapacitytheprojectholdstodeterminethevolumesofLNGthatcanbeprocessedatthatterminal

•Understandingwhatbasinstheprojecthavebeencontractedto,toidentifythecoresupplyregions

•Addressingthekeymarketdestinationstheprojectintendstoexportto,toassessthediversityofmarketreach

•ClarifyingthetimescaleforcompletiontodeterminehowquicklytheSabinePassLiquefactionprojectwillbeexpedited

Solutions for International LNG Buyers

•Outliningproposedexportcapacitytoensureastableandsufficientsourceofsupplyforexportmarkets

•DifferentiatingFTAandNon-FTAmarketsthathavereceivedapprovalforexporttoenableInternationalbuyerstoframelong-termagreements

Corey Grindal, VP - Gas Supply, Cheniere Energy

9.50 Question & Answer Session10.00 Morning Refreshments In Exhibition Showcase Area

JORDAN COVE ENERGY PROJECT10.30HearingHowTheLiquefactionAndExportProjectWillServeAsianGasMarketsWithUSWestCoastLNGSupplySourcedFromMultipleGasRegionsSolutions for US LNG Exporters

•InvestigatingopportunitiesforsellinggastoLNGBuyersatOpal,WyorAECOorMalinHub

•Elaboratinglongtermconsistent-volumedemandforgassupplybyLNGBuyers

•ComparingAsianLNGtollingcustomerstoLocalGasDistributionCompanies(LDC)tocontrastsimilaritiesbetweenthetwogasbuyers

•SolutionsforInternationalLNGBuyers

Page 5: LNG Export USA 2014: Global Buyer Congress Connecting US LNG Supply With Global Demand

Day 2 Continued...Wednesday April 30, 2014 LIQUEFACTION TERMINALS AND CONNECTIVITY INFRASTRUCTURE

www.lng-export-usa-2014.com (1) 800 721 3915 [email protected]

•Assessinghowtollingmodelcanestablishasignificant

portionofLNGsupplycostandreducedeliveredgas

costvolatilityatLNGBuyer’sjetty

•Consideringtheoutcomesofconnectivitytoatraded

gassupplyhubversusAcompressorstationonan

interstategaspipelineforgassupply

•Examiningdiversegassupplystrategiestoavoid

E&PriskBenefitforAsianBuyers:Discussingthe

advantagesofavoidingPanamaCanaltoavoid

congestionrisks&uncertainties

•Learninghowasimplerstructureofanexport-only

facilitycanstreamlineservice-offeringandproject

financeversusbi-directionalimport/exportfacilities

•HearingprojectupdatesontheJordanCoveEnergy

Projecttoassesshowthefacilitywillserveneedsof

AsianLNGbuyersandhelpmeetgrowingLNGdemand

Guy Dayvault, Commercial Director, Jordan Cove Energy Project

11.10 Question & Answer Session

FREEPORT LNG LIQUEFACTION AND EXPORT

PROJECT

11.20ProvidingFacilityProgressUpdatesToDefine

TheCapacityAndAvailabilityOfTheFreeportLNG

ProjectToExportToInternationalMarkets

Commercial insights for US LNG Exporters

•Classifyingthecurrentstageofdevelopmentto

ascertainwhethertheprojectisontrackforthe

expectedcompletiondate

•Disclosingavailablegasliquefactioncapacityto

calculateFreeport’sabilitytomeetfutureLNG

exportrequirements

•Conveyingdeliveredpricingdealsbeingcontracted

atthefacilitytounderstandwhatcounterpartiesare

lookingfor

Solutions for International LNG Buyers

•UnderstandingtheFTAandNon-FTAmarketsthat

havereceivedexportapprovaltoallowinternational

buyerstosecurelong-termdeals

•AssessingthereliabilityoftheFreeportLNGprojectto

meetthesupplyvolumeexpectationsofexportmarkets

11.50 Question & Answer Session

12.00 Lunch In The Exhibition Showcase Area

SUPPLY FROM MAIN PASS ENERGY HUB

1.00AssessingTheCapabilitiesOfTheLiquefaction

ProjectToMeetTheLNGVolumeDemandsOfInternational

ExportMarkets

Commercial insights for US LNG Exporters

•Detailingaccesstodiversemarketstodetermine

thecapabilitiesofexcessnaturalgasreaching

profitablemarkets

•Establishingthecurrentcompletionstatusto

determinethetimescalefortheprojectreaching

full-scaleoperationalactivity

Solutions for International LNG Buyers

•Projectingtheproposedliquefactioncapacitytoassess

thequantityofLNGthatwillbereadilyavailableto

infiltrateinternationalexportmarkets

Stephen Payne, Chairman, United LNG

1.30 Question & Answer Session

LNG TRANSPORT INFRASTRUCTURE

Hearing Development And Capacity Plans For

Pipeline And Shipping Infrastructure To Ensure

An Uninterrupted Supply From Field To Terminal

To Markets

GAS PIPELINES

1.40ConnectingGasProductionToLNGTerminals:Assessing

TheCurrentProgressOfGasSupplyToLNGExportProjects

Commercial insights for US LNG Exporters

•Location:Identifyingthemajorsupplyregionsthat

pipelineswillbebuiltto,toensureconnectivitytothose

regions

•CommitmentRequirements:Understandingthelength

ofcontractsandthecreditcommitmentspipeline

operatorsarelookingfor

•Capacity&CompletionDate:Projectingthecapacity

anddateavailabilityofnewnaturalgaspipelinesfor

takinggastoLNGterminalfacilities

•Clarifyingwhetheritistypicallytheproducerorthe

pipeline’sresponsibilitytotransporttheproducttothe

interstatepipeline

Commercial insights for International LNG Buyers

•Determiningthetypicalgassupplycontracttermstodiminishthedisconnectforinternationalbuyers

•Distinguishingthetargetedfreetradeandnon-freetradecountriestobeskirtedwithUSmarketstoexpediteLNGimports

•AssessingsupplycontractsandsupplyreliabilitytodifferentexportterminalstoidentifytheonesthatcreatethebestaccesstoAsian,EuropeanandSouthAmericanmarkets

2.10 Question & Answer Session2.20Afternoon Refreshments In Exhibition Showcase AreaSHIPPING LNG2.50MobilizingAllAvailableShippingChannelsToFacilitateLNGExportFromTheUSToInternationalMarketsInEurope,AsiaAndLatinAmerica

Commercial insights for US LNG Exporters

•ScalingthedemandforshipprocurementtomatchforecastedLNGexportfromtheUStoglobalmarkets

•OutliningtheexportroutesanddistancesfromtheUSGulfCoasttoallowaccuratetranslationintoshippingcapacityandavoidcapacityissues

•ReviewingshippingwithISOcontainersrelativetoshort-termmarketpotentialtoassessitslikelihoodasacosteffectiveshippingmethod

Commercial insights for International LNG Buyers

•EvaluatingtheavailabilityandcapacityofsmallandmediumvesselstoensureconstantsupplyofLNGtodomesticandinternationalregions

3.20 Question & Answer Session

PANAMA CANAL

3.30EvaluatingTheEconomicCostsOfShippingLNGByThePanamaCanalToCategorizeItAsAViableTransitPointForUSLNGExportsCommercial insights for US LNG Exporters and International LNG Buyers

•BreakingdownthetariffforaroundtrippassagethroughthecanaltoassessaffordabilityofLNGexportinworldmarkets

•Schedulingthecanal’sreadinesstohandletraffictoenablecalculatedexportandimportdecisions

•AscertainingtheimpactofPanama’sregulationsontheCanal’soperabilityforLNGcargotoopenLNGtransit

•Determiningthenumberofshipstooperatethroughthecanaltomeasuretrafficflowandavoidbottlenecks

Peter Hansen, CEO, Oregon LNG

4.00 Question & Answer Session

4.10Chair’sClosingRemarks4.20 End Of Conference

EngageInOpenDiscussionsExtendedNetworkingOpportunitiesStrategicInsightsAndInteractiveDiscussion

Page 6: LNG Export USA 2014: Global Buyer Congress Connecting US LNG Supply With Global Demand

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