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.