The S&P Global Platts 19th Annual LNG Conference explores the state of the international LNG market: its competitive environment, supply, demand, price, and trading.

Benefit from the insights of industry leaders:

– Najla Jamoussi, Cheniere Energy, Inc.

– George Nemeth, Sempra LNG

– Jesse Lee, Mozambique LNG

– Mitzi St. Rose, The National Gas Company of Trinidad and Tobago– Vivek Chandra, Texas LNG

– Milorad Doljanin, Avenir LNG

– Renee Pirrong, Tellurian

– Vince Morrissette, LNG Limited

– Kasciandro Senem, Golar Power

– Eric Pedroso de Almeida, PetroChina

– Andrew Helm, Centrica

– Chikako Ishiguro, Osaka Gas Corp. Ltd.

– Marcus Williams, World Bank Group/MIGA

– Sam Margolin, Wolfe Research

– Kamran Javed, JERA Americas

– Peter I. Keller, SEA/LNG

– Sean Lalani, Eagle LNG Partners

– J.C. Kneale, ICE

– Aziz Bamik, GTT – North America

– Chris Richardson, White & Case

– Majed Limam and Jason Feer, Poten & Partners, Inc.

– Ciaran Roe and Madeline Jowdy, S&P Global Platts

– David Asmus and Brian Bradshaw, Sidley Austin

– Mark Casaday, Edge Gathering Virtual Pipeline

– Brian Brantley, SeaOne Holdings, LLC

– Frederic Phipps, Shell – Jean Lee, Allen & Overy

– Michael Stirling, Stirling Infrastructure Partners

On key questions facing the global LNG sector:

– Flexible supplies: Growing US volumes, emerging producers, new trade flows

– Asian buyers: The impacts of market liberalizationand fragmentation

– Latin America: Competition from domestic gas production

– Mexico: Is it an import or export LNG play?

– Central America/Caribbean: Will small-scale LNG take hold?

– European hubs: Their emergence as the global balancersof increasing supplies

– Financing: Overcoming emerging LNG marketfinancing challenges

– Term contracts: The shift to shorter, more flexible deals

– Spot liquidity: Increasingly robust pricing benchmarksand forward curves

– Trading standardization: Growing liquidity, bold stepsfrom traders and exchanges

– Derivatives growth: Forward-pricing transparency, better hedging capabilities

– Small-scale LNG: Markets, logistics, economics

– Maritime LNG: Status of ship conversions, capital considerations

Register by January 10, 2020 and

Save up to $300

LNG Conference Pre-Conference Workshop—February 12, 2020 | Main Conference—February 13-14, 2020 Hilton Houston Post Oak | Houston, Texas

RegisterNow

splgobal.com/lngconferenceregistration@platts.com800-752-8878 (toll free) +1 212-904-3070 (outside USA & Canada)

19th Annual

Plus, a special Pre-Conference Workshop on LNG project development and financing

Sponsored by:

Pre-Conference Workshop

Day 1: Wednesday, February 12, 2020

1:00 Registration for Workshop Only

LNG Project Development and Financing in Emerging Markets

1:30 Assessing LNG Development in Emerging Markets – Emerging markets with opportunities for supplying LNG

and/or developing LNG opportunities– Recent developments that are increasing the feasibility

of LNG projects in emerging markets– increased availability of LNG that can be exported

from the US – greater liquidity of LNG and flexibility in LNG contracts

– development of technologies that increase the feasibility of using LNG in smaller markets

– Characteristics of the first LNG project in anemerging market

– Update on LNG projects in Latin America andthe Caribbean

– Regulatory approaches being used for LNG projects inemerging markets

– Identifying opportunities for LNG projects inemerging markets: – checklist for identifying viability– relevant decision-makers and agents– helpful sources for due diligence

Speakers to be announced

3:00 Networking & Refreshment Break

3:30 PANEL DISCUSSION Financing the Project– How favorable is the investment regime of the country?– Stability of the region outside/risks of blockages

of LNG tankers– Evolution of contracts—Shorter terms and

lower-rated counterparties– Mitigants of risks/drivers of financing structure—

Credit support, completion support, insurance– Determining the best financing structure– Types of financing, availability of capital markets– Identifying lenders who would participate—

ECA, debt, equity, development banks – Amount of equity required– What is the collateral package and how easy is

it to foreclose on collateral?– What are the financing options available for

LNG projects over their lifecycle?– How has the mezzanine market typically looked

at these projects? – What terms and conditions are available in today’s market? – How flexible capital can be used in addition to traditional

bank and bond marketsSpeakers to be announced

5:00 Closing Remarks

5:15 Welcome Reception

6:15 Close of Day One

Main Conference

Day 2: Thursday, February 13, 2020

7:00 Conference Registration and Networking Breakfast

8:00 Chairmen’s Welcome and Opening RemarksDavid Asmus, Partner, Sidley Austin Brian Bradshaw, Partner, Sidley Austin

Global Supply—Export Prospects, Price Formation, Global Trade

8:15 PANEL DISCUSSION LNG Production: Leading the Push towards Global Trade Liberalization– An unpredictable trade environment: How do LNG

producers deal with cracks in free trade?– Which measures are producers taking to deal with

sustained weak spot market prices?– How do producers plan to develop price formation

on an FOB basis?– How do exporters approach gas procurement in

the fast-evolving global gas market? Dave Ernsberger, Head of Pricing & Market Insight, S&P Global PlattsNajla Jamoussi, Director, Market Fundamentals, Global LNG, Cheniere Energy, Inc.George Nemeth, Director, LNG Marketing and Business Development, Sempra LNG & MidstreamJesse Lee, Fmr. General Manager, LNG Marketing, Mozambique LNG

9:30 Networking & Refreshment Break

10:00 PANEL DISCUSSION Emerging North American LNG Producers: The Future of the Second Wave

– Will the next wave of US LNG exports arrive in 2023?– What makes this wave of producers different from

the first?– How will prospective US LNG exporters manage

procurement in the fast-evolving US gas market?– Which financing models are being used to develop

new US LNG projects in a competitive landscape?Renee Pirrong, Head of Research, Tellurian Vince Morrissette, Commercial Director, LNG Limited Vivek Chandra, Chief Executive Officer, Texas LNGFrederic Phipps, Vice President of Lake Charles, Shell

11:00 Networking & Refreshment Break

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11:30 LNG Spot Market Developments: Supply Chain Complexity Growth– LNG spot market update: latest trends and activity– Are inefficiencies decreasing? LNG takes tentative

steps towards standardization– Growth in new spot market participation– Latest evolutions in LNG pricingCiaran Roe, Global Director, LNG, S&P Global Platts

12:00 Networking Luncheon

1:15 Developments in LNG Derivatives Markets– Overview of growth in derivatives trade– Main factors impacting LNG’s forward curve– Developments in suite of products available– Derivatives trading strategies in a long marketJ.C. Kneale, Vice President, Natural Gas, ICE

1:45 Challenges and Changes in the Short-Term Market: How are Traders Responding?

– Adapting to an expansion of spot and short-term trades– Growing diversity of market participants

– Shorter-term arbitrage opportunities and risk management requirements: A catalyst for liquidity?

– How are traders fueling the drive towards standardization? Where are the roadblocks?

Jason Feer, Head of Business Intelligence, Poten & Partners, Inc.Eric Pedroso de Almeida, LNG Trader, PetroChina International (America), Inc.

2:45 Networking & Refreshment Break

3:15 Beyond the Liquefaction Plant: Investing in Next Generation LNG Demand– Supply risk moves from buyer to seller, leaving

unprecedented demand gaps that cannot be filledby “economic growth”

– Moving a mountain (of coal): Policy initiatives required to usher in the era of Asian coal to gas switching

– Choice or necessity? Building demand in an oversupplied market, one cargo at a time

Madeline Jowdy, Senior Director, Global Gas & LNG, S&P Global Platts

Global Demand—Procurement Trends in Established and Developing Markets, Small Scale, and Maritime

4:15 PANEL DISCUSSION LNG Contracting: Making a Long Story Short– Numerous long-term agreements are expiring in the

coming years: How will these be redesigned?– How will these new contract models compete with

existing SPAs?– What is the probability of a master SPA evolving in

LNG for expiring contracts from existing projects?– What requests are end-users and portfolio players

making of producers with expiring long-term contracts?

4:45

Kasciandro Senem, Executive Vice President, LNG Origination and Trading, Golar PowerMitzi St. Rose, Manager, Energy Marketing and Trading, The National Gas Company of Trinidad and Tobago Kamran Javed, General Manager, LNG, JERA Americas

PANEL DISCUSSION Accessing Emerging LNG Markets through Infrastructure Finance– How can traditionally coal-based economies overcome financing challenges to make the switch to gas at a time when multilateral lenders and other investors are turning away from hydrocarbons projects?– Is LNG really the fuel of the future for emerging markets?– State of FSRUsModerator: Michael Stirling, Chief Executive Officer, Stirling Infrastructure PartnersMarcus Williams, Global Head and Sector Manager, Energy and Extractive Industries, World Bank Group/MIGA Sam Margolin, Managing Director, Wolfe ResearchJean Lee, Partner, Allen & Overy

5:45 Cocktail Reception

6:45 Close of Day Two

Day 3: Friday, February 14, 2020

7:30 Networking Breakfast

8:30 Chairmen’s Review of Day TwoDavid Asmus, Partner, Sidley Austin Brian Bradshaw, Partner, Sidley Austin

9:00 European Hubs: The Financial and Physical Balancer– Extensive regasification capacity– Connection to hub prices: Flexible demand and liquid

trading options– Significant storage capabilities– Ability to absorb surplus options– Will Europe transform into a true demand center?Andrew Helm, Senior LNG Trader, Centrica

9:30 Spotlight on Japanese LNG Demand: A Shift in Profile– Relaxation of destination clauses– The impacts of market liberalization and fragmentation– Steady rate of return on return of nuclear

– Need for flexible contracts amid fuel-on-fuel competitionChikako Ishiguro, Senior Analyst, Research and Planning, Osaka Gas Corp. Ltd.

Download the Conference Networking App!By using the app, registered attendees gain advance access to the delegate list and have the ability to send messages, exchange contact details, and schedule meetings using a smartphone, tablet, or laptop. The app also gives you the most up-to-date agenda, the ability to view speaker presentations onsite, and essential, real-time event notifications.

10:00 Spotlight on Latin American LNG Demand: Opportunities and Challenges– Latin America’s place in the global LNG market:

– Can Latin America act as an alternative to Europe as market of last resort?

– Is Latin America positioned in the Atlantic Basin to receive surplus global LNG volumes? What are the shipping costs from US Gulf/Trinidad/Peru to major Latin American import centers?

– Central America and the Caribbean: Can small-scale LNG take hold?

– Latin American LNG competition from domestic gas production and pipeline imports:– Argentina’s shale gas, Brazil’s deepwater,

Mexico’s natural gas imports from the US, Colombia’s domestic gas potential

– Chile: Argentina’s shale to the rescue?– Can Bolivia maintain its pipeline

commitments to Brazil and Argentina?Majed Limam, Manager, LNG Americas, Poten & Partners, Inc.

10:30 Networking & Refreshment Break

11:00 PANEL DISCUSSION Small-Scale and Distributed LNG Demand– Where are the markets?– The elements: Supply, shipping, receiving, distributing– Economics to consider when matching small and mid-scale LNG plants and supply chain solutions for your market(s)– What qualifies as small scale?– Price: How does it drive value in certain markets– Logistics– Projects in developmentModerator: Chris Richardson, Partner, White & Case Milorad Doljanin, Chief Executive Officer, Avenir LNG Sean Lalani, President, Eagle LNG PartnersMark Casaday, Chief Executive Officer, Edge Gathering Virtual PipelineBrian Brantley, Senior Vice President and General Counsel, SeaOne Holdings, LLC

12:00 PANEL DISCUSSION Maritime Demand for LNG– IMO requirement for 0.5% sulfur

– new vessel operations– status of ship conversions– risk assessment: age of ship affecting decision

– Status of scrubber insertions– Economic considerations for adoptionPeter I. Keller, Chairman, SEA/LNGAziz Bamik, General Manager, GTT – North America

1:00 Close of Conference

Agenda subject to change. Please visit www.platts.com/lngconference for updates.

Register now splgobal.com/lngconference | registration@platts.com

Maximize Your Networking OpportunitiesJoin White & Case LLP, Sidley Austin LLP, GTT – North America, Poten & Partners, Inc and Weeks Marine in showcasing your products and services to senior-level decision makers. S&P Global Platts 19th Annual LNG Conference offers you an excellent opportunity to maximize your 2020 marketing dollars through these sponsorship opportunities:

Cocktail Reception Host Breakfast Host Luncheon Host Branded Product Giveaways Exhibitor

To learn more about sponsorship and exhibit opportunities, please contact Martin Falkenberg, Business Development Manager, at 857-383-5630 or email him at martin.falkenberg@spglobal.com.

Exhibitor:

Executive Sponsors: Corporate Sponsors:

Past attending companies of the S&P Global Platts LNG ConferenceABS Group

AES Corp

Aggreko

American Bureau of Shipping

Annova LNG

Bechtel

Berkeley Research Group

BlackRock

BNP Paribas

Boardwalk

BP America

Braskem America

BWSC

Cadwalader, Wickersham & Taft

Calamari LNG

Cameron LNG

Castalia Advisors

Celsia

Cenergica

Center for LNG

Centrica

Cheniere Energy

CH-IV International

Clean Marine Energy

CNOOC

Conrad LNG

Constellation Energy

Cuestamoras Energia

Deloitte

Direct Energy

Dominion Cove Point LNG

Dow Oil, Gas & Mining

Eagle LNG Partners

EcoElectrica

ENAGAS

Enbridge

Encana

ENGIE

Enlink Midstream

EthosEnergy

Exelon

Fearnley LNG

Ferus

Freeport LNG

Gazprom Marketing & Trading

Golden Pass LNG

Goldman Sachs

Grupo GM

Hanwha Holdings

Intercontinental Exchange (ICE)

InterGen

Inversiones Bahia

Jordan Cove LNG

JX Nippon Oil & Energy

K Line America

King & Spalding

Korea Development Bank

LNG Ltd.

LS Power

Macquarie Capital

Mammoet

Marubeni Corp

Mitsubishi Heavy Industries

Mitsui & Co.

NextDecade

NYK Energy Transport

Oaktree Capital Management

Osaka Gas

ONEOK

Pacific Summit Energy

PETROBRAS

Petrochina

Pivotal LNG

Polaris Shipping

Poten & Partners

RBC Capital Markets

Sempra LNG

Sequent Energy Management

SGS

Shell

Siemens Financial Services

SK E&S Americas

Stabilis Energy

Statoil Natural Gas

Sumitomo Corp

Tenaska

Texas LNG

TOTE

Tokyo Gas

TransCanada

Uniper Global Commodities

US Department of Energy

US EXIM

Wartsila Energy Solutions

White & Case

World Fuel Services

XLNG

Plus many more

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Who attends the S&P Global Platts LNG Conference?

— LNG buyers— LNG producers— Shippers— Traders— Financiers and investors

c/o Gallery LLC4 Raymond Ave., Unit 1ASalem, NH 03079

Copyright © 2019 S&P Global Platts Inc. All rights reserved. PD015

Register by January 10, 2020 and

Save up to $300

LNG Conference Pre-Conference Workshop—February 12, 2020 | Main Conference—February 13-14, 2020 Hilton Houston Post Oak | Houston, Texas

Hear from Cheniere, Sempra, Mozambique LNG, Atlantic LNG, Osaka Gas Corp., Centrica, Golar Power, and many more …

VenueHilton Houston Post Oak by the Galleria2001 Post Oak BlvdHouston, Texas, 77056Main Hotel Phone: +1 713-961-9300

19th Annual

*The conference registration fee includes breakfasts, luncheon, reception, refreshments, and post-conference documentation. Payment in full is required for attendance. If payment or proof of payment is not received before the start of the event, our staff will require a credit card guarantee to allow entry. We do not accept cash payments. All onsite registrations will be charged an additional $100. All prices are stated in USD.

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Registration Fee*

Conference Only Workshop OnlyConference plus Workshop

Early Bird Discount Rate

$1,195$495$1,495

Standard Commercial Rate

$1,495$595$1,795

Government Rate

$995$495$1,445

Discount AccommodationsA limited number of rooms have been reserved for conference attendees at the Hilton Houston Post Oak at a rate of $159/night + tax for a standard room, king bed, single or double occupancy. Please note that these rates apply for the nights of Tuesday, February 11 through Thursday, February 13, 2020 with the option to lengthen your stay up to 3 days prior and 3 days after the event dates (subject to hotel availability). The discounted rate will be available until Tuesday January 21, 2020—or until the group block is sold-out, whichever comes first. Reserve by calling +1 713-961-9300 (direct). Be sure to mention that you are attending S&P Global Platts LNG Conference in order to receive the discounted rate.† Contact S&P Global Platts Conferences if you have anyphysical access or dietary restrictions.

Discounts*Early Bird Discount—Register by January 10, 2020 to save up to $300 off the Standard Commercial Rate.Team Discount—Your organization may send 1 executive FREE for every 3 delegates registered at the Standard Commercial Rate for the Conference, the Workshop, or both. You may also choose to send your free delegate to the Workshop when registering 3 delegates for the Conference. All registrations must be made at the same time to qualify. This discount cannot be used retroactively on existing registrations. Rate only available by phone or email.Gov’t/Muni/Coop Discount—Verification may be required. Rate only available by phone or email.*Discount or promotional offers cannot be combined and must be applied at the time of original registration.

Substitution & CancellationYour registration may be transferred to a member of your organization up to 24 hours in advance of the conference. Cancellations must be received in writing on or before Monday, January 13, 2020 in order to be refunded, less a $195 administrative charge. No refunds will be made after this date. In the event of non-attendance, the full invoice fee will be payable. In case of conference cancellation, S&P Global Platts liability is limited to refund of the conference registration fee only. S&P Global Platts reserves the right to alter this program without prior notice.

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Register Now or Request an Email Registration Form

splgobal.com/lngconferenceregistration@platts.com800-752-8878 (toll free)+1 212-904-3070 (outside USA & Canada)