RBAC and JLC Present
LNG Market Insights for Asia
Charting the Course: LNG Market Dynamics Unveiled
Energy security has replaced energy transition as the most highly desired energy goal in 2024. Yet, regardless of all headwinds, 2023 was a banner year for LNG trade and indeed LNG was everywhere in the spotlight in helping bring energy to all corners of the globe.
With that in mind, we invite you to join us for a special in-person LNG Seminar at the Conrad Centennial Singapore, where we bring industry experts to discuss the latest trends, market dynamics, and strategic insights.
This seminar will feature an in-depth review of the global gas and LNG market as it exists today and how it is likely to evolve into the future. Participants will learn tools to help them understand the state of the market and to quantify the effects that market growth and risks can have on it in both the near and long term.
The seminar is complimentary and details and registration follow.
Date: Tuesday, April 23rd, 2024
Time: 9:15 AM – 12:30 PM
Venue: Grand Salon, Conrad Centennial Singapore
Address: Two Temasek Boulevard Singapore 038982
Ticket Price: Complimentary
Session 1 - Global Gas and LNG Outlook Using RBAC’s G2M2 Market Simulator
Presented by Dr. Robert Brooks
Presented by Dr. Robert Brooks
Dr. Robert Brooks, Founder and CEO of RBAC will provide an overview of the state of the LNG industry where you gain valuable understand the current landscape and then deep dive into the Global Gas and LNG Outlook with cutting-edge tools to explore global trends, supply-demand dynamics, and more.
- What is the long-term trajectory of gas and LNG supply, demand, and prices in Europe, Asia, and other areas of the world?
- Will rapid LNG production expansion in Qatar and Africa derail demand for new LNG projects in North America?
- Will Europe be able to replace Russian pipeline gas from other sources and what will they be?
- How will Russian LNG production fare in the short-and longer term?
- How sensitive will prices in the near-term be to Asian gas demand?
Session 2 - China's LNG Outlook
Presented by David Zhou
Presented by David Zhou
In 2022, China’s consumption of natural gas saw a decline for the first time in history due to the pandemic. In 2023, China’s economic activities returned to normal. Although it did not meet the expectations at the beginning of the year, the annual natural gas consumption still achieved significant growth, with a consumption volume of 391 billion cubic meters and a growth rate of 7.3%. LNG imports also increased by nearly 8 million tons.
It is expected that China’s GDP growth rate will be around 5% in 2024, and natural gas consumption will steadily increase. LNG imports will continue to sustain rapid growth If international prices do not fluctuate significantly,
In this presentation, David Zhou from JLC will share his insights on:
- Development of China’s natural gas market in 2023 – supply-demand, prices, LNG imports
- Outlook for China’s natural gas market in 2024
- Medium- to long-term prospects for China’s natural gas market
Session 3 - The Future Outlook of Asia - U.S. LNG Trade under Various Uncertainties
Presented by Jiaxin Yang
Presented by Jiaxin Yang
RBAC Senior Analyst Jiaxin Yang unravels the future outlook of China-U.S. LNG trade, with The Future Outlook of Asia – U.S. LNG Trade under Various Uncertainties, exploring the interplay between North America and Asia, uncovering potential challenges and opportunities.
- Challenges and opportunities for Asia – US LNG trade.
- The long-term impact of the US LNG project delay on Asian buyers’ trading strategy.
- The LNG price outlook under the impact of the closure of canals.
- The impact of changes in the European gas supply structure on Asian portfolio players.
Agenda
09:15am – 09:45am Registration
09:45am – 10:10am Opening Remarks
10:10am – 10:45am Global Gas and LNG Outlook Using RBAC’s G2M2 Market Simulator
10:45am – 11:00am Coffee Break
11:00am – 11:30am China LNG Outlook
11:30am – 12:00pm The Future Outlook of Asia – U.S. LNG Trade under Various Uncertainties
12:00pm – 12:30pm Q&A & Seminar Wrap-up
Why Attend?
- Market Insights: Get an exclusive look at the natural gas/LNG market outlook for China and North America.
- Cross-Continental Dynamics: Understand how LNG interacts between North America and Asia, opening doors for strategic collaborations.
- Optimization Tools: Learn about tools to enhance your LNG trading and portfolio optimization.
- Investment Clarity: If you’re considering investments, gain certainty about the future market.
- Fundamentals Analysis: Discover ways to improve profitability through robust market fundamentals analysis.
What to Expect at this Event?
This seminar is tailored for individuals who want to know about:
- The Global Gas Market: If you want to stay ahead of the curve, this seminar provides in-depth insights into market dynamics, trends, and underlying fundamentals. Better understand why shifts occur and their impact on the LNG industry. Gain actionable knowledge to adapt your strategies.
- Geopolitical Impacts: Explore how geopolitical factors can influence the LNG market. From the recent LNG pause, to the Red Sea conflict, Panama slow-down and more.
- Supply and Demand Imbalances: Learn how changes in supply and demand affect prices. Uncover strategies to navigate price fluctuations effectively.
Speakers
Dr. Robert Brooks
Founder and CEO, RBAC
Dr. Robert E. Brooks is the Founder of RBAC Inc. He is an applied mathematician, energy economist, and software systems designer with over thirty-five years of experience in developing decision support systems for business and government.
Dr. Brooks has developed the GPCM® Market Simulator for North American Gas and LNG™, NGL-NA®, and G2M2® Market Simulator for Global Gas and LNG™.
David Zhou
Executive Vice President, JLC
David Zhou, Executive Vice President of JLC, holds an MBA and a master’s degree in Chemicals, and is a Registered Consulting Engineer of China’s Accreditation. David has over 15 years of experience in market analysis and consulting in the industry, and has worked for companies including Dun & Bradstreet, ICIS and ENN Natural Gas before joining JLC.
Jiaxin Yang
Senior Analyst, RBAC
Jiaxin Yang is a senior global gas market analyst for RBAC. She manages the infrastructure database for use in the G2M2® Global Natural Gas Market Model System™.
She has also constructed a global annual natural gas consumption model to predict the use of non-electric natural gas and established a global quarterly consumption model of natural gas, in which the seasonal changes in monthly natural gas consumption calculated based on weather data
About RBAC
RBAC is a market leader in global and regional gas and LNG market simulation systems, equips industry analysts with the best tools available optimize their investment strategies, M&A decisions, risk analysis, and policy development. Our expertise helps companies identify opportunities and define risks during the energy transition using reality-based fundamentals.
