LNG in a Fractured World: Navigating Geopolitics, Supply Security and the New Arbitration Landscape

This joint forum presented by Mayer Brown and Poten & Partners will focus on how LNG markets have changed post US-Iran war and how LNG buyers are dealing with supply security, disruptions, and portfolio diversity.

Some of the topics we will discuss include:

When will the market pivot to a supply surplus following supply disruptions from the Gulf?
Demand destruction and affordability concerns among emerging market buyers.
Prospects for North America and global LNG projects post 2030.
How will Europe deal with the phase out of Russian LNG? Is there a need for more European storage, import infrastructure, and pipelines?
Force majeure cascades – the prospect of LNG disputes and arbitration post US-Iran war from major sellers, including portfolio players, declaring force majeure under LNG SPAs. How will buyers deal with their unfulfilled contracts in terms of validity of these declarations?
Portfolio supply versus single source supply – benefits and risks amid force majeure concerns.

PROGRAM
2:30 – 3:00 p.m.	Registration and Networking
3:00 – 3:10 p.m.	Opening remarks
3:10 – 3:50 p.m.	Overview of Market and Contracting Trends
3:50 – 4:30 p.m.	Panel Discussion 1: Emerging Markets and the Next wave of LNG Infrastructure
4:30 – 4:45 p.m.	Coffee break
4:45 – 5:05 p.m.	Insight Session: Testing the Limits – Force Majeure Mitigation Duties in Long-Term LNG Contracts
5:05 – 5:50 p.m.	Panel Discussion 2: Strategic Considerations and SPA Trends in a Post-War LNG Market
5:50 – 6:00 p.m.	Closing Remarks
6:00 p.m. onwards	Reception and Networking Drinks