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

Due to overwhelming response, registration for this event has closed. 

View Program Agenda and Speaker Profiles