Welcome reception / Networking dinner

Dinner Speech

Michael Dammann, Managing Director, Gasnetz Hamburg GmbH, Hamburg, Germany

“LNG Terminals and Hydrogen Networks. Germany’s REPowering in and around Hamburg”

Registration and welcome coffee

Official Opening

Welcome Address:

• Monika Zsigri, Head of Unit ‘Global Demand and International Negotiations’ at DG Energy’s ‘Energy Platform Task Force’. , European Commission, Brussels, Belgium

Session 1: Securing LNG supplies in Winter 2022/23

• 5’ Introduction and moderation:

  • Ilaria Conti, LNGnet and, FSR, European University Institute, Florence, Italy
  
  

• 25’ Presentation on changed global LNG supply patterns and how market participants and government interventions shaped supplies in Winter 22/23: strategic storage, demand responses, price signals and additional infrastructure.

  • Anne-Sophie Corbeau, Global Research Scholar at Center on Global Energy Policy, New York, USA
    
    

• 45’ Moderated panel discussion on the current and future role of the state in Asia and Europe. Leading questions: Did liberalised markets deliver or fail to secure supplies? What is the effect of state sponsored LNG infrastructure on the market? How to ensure the effectiveness of market interventions? How interdependent have European and Asian markets proven to be?

  • Prof. Aad Correljé, Delft University, Delft, The Netherlands
  • Sumit Nath Jha, Chief General Manager, Intl. LNG & Shipping, GAIL (INDIA), New-Delhi, India
  • Julian Flämig, Manager LNG Origination, RWE Supply and Trading, Essen, Germany

Coffee-break and networking

Session 2: The state of the art in LNG infrastructure projects

• 5’ Introduction and moderation:

  • Jayesh Parmar, LNGnet and Baringa Partners, London, UK
  
  

• 25’ Presentation on technological advancements and best-in class upstream/transport/regas technology: Innovate to decarbonise LNG

  • Maria De Renzis, Executive Strategy & Growth Director, and Rossella Palmieri, LNG Decarbonisation Manager, BakerHughes, Florence, Italy
    
    
    

• 60’ Moderated panel discussion on the question of what is “the right project”. Leading questions: Which options do you have when trying to attract investors and comply with Environmental, Social and Governance rules? What incentives are there to funnel investments into state-of-the-art technologies? What can authorities do to help FID the “right” investments and how best to square that circle of additional LNG infrastructure needs vs. the risk of those assets stranding in the longer term?

  • Ahmedou Hanefy, Director Upstream Exploitation, Societé Mauritanienne des Hydrocarbures, Nouakchott, Mauritania
  • Anne-Karien von Fumetti, Head of Regulatory Policy and Advocacy EMEA, MUFG, Amsterdam, NL
  • Annett Pieters, Lead Public & Regulatory Affairs, Nederlandse Gasunie / German LNG, Groningen, NL
  • Mariana Barrientos, Director, CBRE Investment Management, London, UK

Walking-lunch and networking

Session 3: The role of governments and the financing sector in managing the right investment into LNG infrastructure at the right time

• 5’ Introduction and moderation:

  • Peter Thompson, LNGnet and Baringa Partners, London, UK
    
    

• 25’ Presentation on policy options to support investment in LNG infrastructure in times of transitioning energy systems

  • John-Patrick Sweny, Partner at Latham & Watkins, London, UK
    
    

• 60’ Moderated panel discussion on risks and opportunities of government interventions and/or government support in facilitating LNG upstream projects; on the role of environmental and social impact assessments in project financing; on the role of long-term offtake agreements in modern LNG projects and if/why the oil market is different; on dealing with uncertain demand evolution in project investment decisions and on the potential role of portfolio players in managing the transition challenge: allocating fixed supplies to destinations with complementary demand curves over the term of an offtake agreement.

  • Takeshi Soda, Director, Petroleum and Natural Gas Division, Ministry of Economy, Trade and Industry (METI), Tokyo, Japan
  • Ryo Yoshioka, Deputy Head of Natural Resources Group, Nippon Export and Investment Insurance, Tokyo, Japan
  • Eric Rasmussen, Former Director at European Bank for Reconstruction and Development (Natural Resources), London, UK

Conclusions

• Monika Zsigri, Head of Unit ‘Global Demand and International Negotiations’ at DG Energy’s ‘Energy Platform Task Force’, European Commission, Brussels, Belgium
• Gunnar Steck, LNGnet and Enquidity, Cologne, Germany

Drinks, appetizers, and networking

Guided tour of Hanseatic Energy LNG Terminal project

Stader Elbstraße 10, 21683 Stade, Germany

Bus transfer to Stade -->DOW plant/port construction site visit --> return to Hamburg