Panelists include:
Jefferson Clarke, Head of LNG Shipping Analytics
Gordon Shearer, Senior Advisor
Michael Tusiani, Chairman Emeritus
Moderator: Jason Feer, Global Head of Business Intelligence
February 10
9 AM Houston | 10 AM New York | 3 PM London |
5 PM Athens | 6 PM Doha | 7 PM Dubai |
11 PM Perth/Singapore
The past 12 months have seen unprecedented volatility as the Covid pandemic disrupted markets and hit demand in key markets in the first half of the year. A global surplus of LNG sent price spiraling down and led to more than 100 cargo cancellations in the US and cuts in output elsewhere. But despite some dire predictions, the year ended with the LNG trade at the same level as 2019, as demand recovered in most countries and cold winter weather in North Asia produced record-high prices for cargoes and vessels. But only one small liquefaction project achieved FID during the year. What does 2021 and beyond have in store for us?
Join Poten for a senior-level panel discussion among Messrs. Jefferson Clarke, Gordon Shearer, Michael Tusiani and Jason Feer as they consider where our LNG industry is today and where it could be in the future.
Topics to be addressed include:
• Where will LNG demand growth be concentrated?
• Do we expect to see low prices and cargo cancellations again this coming Spring and Summer?
• Will we see new LNG supply projects take FID in the United States and elsewhere?
• If supply development is delayed, how and when might that lead to a shortage of LNG in the future?
• Was the recent spike in freight rates in the LNG shipping market simply because of a cold winter, or is there something structural supporting it?
• Are there any lessons we can learn from the disruptions we all experienced over the past year? What were the biggest surprises?
