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DAY 1 – Tuesday, October 13, 2020
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DAY 2 – Wednesday, October 14, 2020
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DAY 3 – Thursday, October 15, 2020
11:00 AM - 11:10 AM (BST) | Welcome & Introductions | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:10 AM - 11:40 AM (BST) | Leadership Dialogue | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:50 AM - 12:30 PM (BST) | LNG: Crisis Implications for Supply, Demand and Future Covid-19 is shaking up global LNG. Current demand and future supply are in flux, with US greenfield projects stalled, and planned expansions slipping. In the near term, a collapse in LNG demand due to the spread of the coronavirus has sent prices tumbling. Gas is also under scrutiny from the mix of green politics, pollution concerns, falling renewable energy costs and social pressures. These are a host of challenges for the fastest-growing fossil fuel, accounting for nearly a quarter of global electricity generation. Thomas Earl - Venture Global LNG Hiroki Sato - JERA Co., Inc. Dr. Andrew Seck - Total, Mozambique LNG Project Clara Tan - Energy Intelligence | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:40 PM - 1:30 PM (BST) | Oil Supply: Can the Opec-Plus Alliance Weather the Storm? An epic oil surplus in the spring of 2020 prompted an unprecedented reaction from Opec-plus to avert a total collapse of oil markets and prices have firmed. But the future is anything but certain. How durable is the Opec-plus alliance? How will the group maintain discipline as prices stabilize? US shale and producers outside the alliance have had to shut in production because of low prices, but at what point will that production start coming back, and how quickly? H.E. Suhail Mohamed Al Mazrouei - United Arab Emirates Hon. Sonya Savage - Alberta, Canada H.E. Chief Timipre Sylva - Federal Republic of Nigeria Amena Bakr - Energy Intelligence | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:30 PM - 2:30 PM (BST) | Energy Executive of the Year 2020 - Award Presentation Energy Executive of the Year 2020 Award recipient — Amin Nasser, President & Chief Executive Officer, Saudi Aramco His Royal Highness Prince Abdulaziz bin Salman Al Saud - Kingdom of Saudi Arabia Raja W Sidawi - Energy Intelligence Amin Nasser - Saudi Aramco Ben van Beurden - Royal Dutch Shell | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:30 PM - 3:00 PM (BST) | Leadership Dialogue - Energy Executive of the Year 2020 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:10 PM - 3:40 PM (BST) | A Leadership Dialogue - with H.E. Liu Xiaoming, Chinese Ambassador to the United Kingdom H.E. Liu Xiaoming - Embassy of the People's Republic of China to the United Kingdom Clara Tan - Energy Intelligence | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:50 PM - 4:30 PM (BST) | Transportation: Which Way in a Post-Covid World? Prof. Vicki Arroyo - Georgetown Climate Center Stephan Herbst - Toyota Motor Europe Julia Poliscanova - Transport & Environment Lauren Craft - Energy Intelligence | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4:40 PM - 5:10 PM (BST) | Leadership Dialogue | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
5:25 PM - 6:15 PM (BST) | Finance: Rebuilding Confidence With Investors Financial institutions are increasingly reluctant to invest in new oil and gas projects, driven by poor returns and poorly defined paths to meaningful decarbonization. How universal are these changing attitudes in sovereign funds, state and private banks and to what extent will their action impact the industry? How is this affecting the majors, independents and smaller E&Ps? Will private equity funding increase sufficiently to take over the role of traditional financiers? What changes need to be made to attract back the cash? Alastair Bishop - BlackRock Marianne Daryabegui - Natixis Pauliina Murphy - World Benchmarking Alliance Julian Mylchreest - Bank of America Bob Maguire - The Carlyle Group | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
6:25 PM - 6:45 PM (BST) | Partner Briefing - Venture Global LNG | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
6:55 PM - 7:10 PM (BST) | Energy Intelligence Round-up Oliver Klaus - Energy Intelligence Casey Merriman - Energy Intelligence Alex Schindelar - Energy Intelligence Ronan Kavanagh - Energy Intelligence |
10:00 AM - 10:10 AM (BST) | Welcome | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:15 AM - 10:45 AM (BST) | Leadership Dialogue | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:00 AM - 11:30 AM (BST) | Leadership Dialogue | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:45 AM - 12:25 PM (BST) | Geopolitics: The Post-Covid and Post-US World Disorder? If the changing world order were not apparent already, the Covid-19 pandemic has revealed it in the raw. With the US no longer willing to carry the financial and military costs of its traditional alliances, the post-World War II global order is being reshaped by the emergence of a more assertive China and Moscow’s influence-building, especially in the Middle East and North Africa. An election win by President Donald Trump will only continue these trends, particularly tensions between the US and China. Should Democratic presidential nominee Joe Biden win, will he be able to change these realities? How does this all look from China? Alastair Crooke - Conflicts Forum Ambassador Chas Freeman - Brown University Isabel Hilton - China Dialogue Rafiq Latta - Energy Intelligence | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:40 PM - 1:20 PM (BST) | Leadership Dialogue | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:30 PM - 2:10 PM (BST) | Energy Transition: How Quickly Will We Reach a Lower Carbon Future? Achieving the UN targets of limiting global temperature increases to no more than 1.5° requires an economic transformation the likes of which the world has never seen. Experts are divided on how to get there, but even the optimists concede it will require a major global shift. How has the Covid-19 pandemic and its economic fallout affected the objectives? Will we see a speeding or slowing of progress toward carbon neutrality over the next three to five years? Kingsmill Bond - Carbon Tracker Jules Kortenhorst - Rocky Mountain Institute Adam Sieminski - King Abdullah Petroleum Studies and Research Center TJ Conway - Energy Intelligence | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:20 PM - 2:50 PM (BST) | Partner Briefing - McKinsey & Company | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:00 PM - 3:30 PM (BST) | Leadership Dialogue | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:45 PM - 4:25 PM (BST) | Natural Gas: Navigating the Policy and Political Environment. Climate action may already be turning destructive for gas policy, both in developed and developing economies. Power is in the firing line, but other growing segments such as transport and shipping could be imperiled as well. Furthermore, the geopolitics of gas remain as important as ever as national priorities, policies and gas requirements evolve. Beyond the Eastern Mediterranean, Nord Stream 2 and US-China relations flashpoints, gas will remain a key tool in navigating relations among the shifting cohort of buyers and sellers. Given this rapidly changing landscape, how bright is the future for gas? Meg Gentle - Tellurian Prof. Jonathan Stern - The Oxford Institute of Energy Studies Nathalie Tocci - Istituto Affari Internazionali Ian Nathan - Energy Intelligence | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4:40 PM - 5:10 PM (BST) | US Election Dialogue: Trump or Biden? Scenarios and Implications In this session, long-time Congressman and former US Presidential candidate Dennis Kucinich will offer an insider’s perspective on the upcoming election, which promises to have fundamental implications for the future of the US, the global energy business and the wider world. The discussion will include scenarios for the election itself and the implications for the future trajectory of the US, the prospects for radical changes in energy and climate policy if Biden wins, the outlook for the industry under a second Trump term, and the implications of the two outcomes for key international energy issues such as Iran, Saudi Arabia and China. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
5:20 PM - 6:10 PM (BST) | Upstream: How to Build a Future-Proof Business In a remarkable pivot, some of the world’s largest oil companies have pledged to produce less oil and gas by 2050 driven by investor and social pressure. This strategy, embraced by many European majors, is not shared by US majors and many national oil companies. They too are aware of the risks of climate change, but they are pursuing other solutions. So what does a 21st century oil and gas portfolio look like? What assets are transition proof? Which ones need to be discarded? What does it mean for service companies? Arnaud Breuillac - Total Mike Cousins - ExxonMobil Olivier Le Peuch - Schlumberger Namit Sharma - McKinsey & Company Andrew Gould - Occidental | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
6:20 PM - 6:50 PM (BST) | Leadership Dialogue | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
6:55 PM - 7:20 PM (BST) | Energy Intelligence Round-up - Partnered by Saudi Aramco This daily round-up of the key themes emerging from day two of the Forum will feature a tribute to our colleague and friend, Dr. Herman Franssen. Noah Brenner - Energy Intelligence TJ Conway - Energy Intelligence David Pike - Energy Intelligence Ronan Kavanagh - Energy Intelligence Alex Schindelar - Energy Intelligence |
10:10 AM - 10:15 AM (BST) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:15 AM - 10:45 AM (BST) | Dr. Armando Zamora - National Hydrocarbons Agency - ANH Colombia Kathrine Schmidt - Energy Intelligence | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:00 AM - 11:30 AM (BST) | H.E. Mohammad Sanusi Barkindo - OPEC Shrikant Madhav Vaidya - Indian Oil Corporation Ltd. Amena Bakr - Energy Intelligence | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:45 AM - 12:25 PM (BST) | When oil markets went wild in the first half of 2020, traders registered record profits, cashing in on the huge swings in volatility and inexperienced players in the paper market. But as certain companies commit to producing less oil and gas, what does the future of trading look like? Will ESG pressure – driven by society, politicians and investors – force traders into changing their business models, as those factors have stunningly done for international oil companies? Russell Hardy - Vitol Torbjörn Törnqvist - Gunvor Group Jeremy Weir - Trafigura Marcel van Poecke - AtlasInvest | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:40 PM - 1:10 PM (BST) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:25 PM - 1:55 PM (BST) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:05 PM - 2:30 PM (BST) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:30 PM - 2:50 PM (BST) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:00 PM - 3:30 PM (BST) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:45 PM - 4:25 PM (BST) | Covid-19 has destroyed long-standing assumptions that underpinned the modeling of future oil demand. Where are we now? How will demand be impacted this year and next? Longer term, is a prolonged period of cheap oil going to push out previous timelines of peak oil demand? Or will pressures to lower emissions and decarbonize energy instead drive an accelerated contraction in oil demand? Could 2019 be the year that oil demand peaked? Dr. Helima Croft - RBC Capital Markets Marianne Kah - Center on Global Energy Policy, Columbia University Dr. Edward L. Morse - Citi Abhiram Rajendran - Energy Intelligence | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4:40 PM - 5:20 PM (BST) | What is the potential of technology to achieve the required scale of decarbonization to have a truly meaningful impact on global emissions? Can carbon capture and storage projects finally move beyond the pilot stage? What other innovative technologies exist or are being developed to achieve timely, large-scale decarbonization? And, critically, what’s this all going to cost? Dr. Barbara J. Burger - Chevron Scott Gale - Halliburton Labs Darryl Willis - Microsoft Corp. Ronan Kavanagh - Energy Intelligence | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
5:35 PM - 6:15 PM (BST) | US oil production may have peaked due to Covid-19. Low prices and tight capital mean companies are now focused on sustaining rather than growing production. Has the Covid-19 crash delivered a lasting correction to US shale? Amid the gloom, are there counternarratives? What does the future hold if oil prices rebound and stay steady around $50? Matt Gallagher - Parsley Energy Kathy Hipple - Institute for Energy Economics and Financial Analysis Greg Leveille - ConocoPhillips Abhiram Rajendran - Energy Intelligence | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
6:20 PM - 6:35 PM (BST) | Peter Kemp - Energy Intelligence Abhiram Rajendran - Energy Intelligence Philippe Roos - Energy Intelligence Ronan Kavanagh - Energy Intelligence |