Registration & Welcome Breakfast

Chair’s Opening Remarks

Official Opening Address

Ministerial Opening Address

Geopolitical Outlook 2024

• Is it possible to avoid further weaponization of energy?
• How will Russia’s pivot to the east and stronger Russia-China ties impact regional stability and Japan’s energy security?
• To what extent are new supply chains threatened by geopolitical tensions?

Keynote Interview – What Role Will the Asia Zero Emissions Community (AZEC) Play in Decarbonising the Region?

Session 1: The Evolving Role of LNG and Gas in Japan’s Fuel Mix

• Outlook to 2050: Does Japan’s energy mix appropriately position LNG to achieve a smooth energy transition? How can LNG contribute to NZE goal towards 2050 in Japan?
• Long-Term: What are the key drivers to make Japanese buyers consider more long-term LNG commitments?
• Spot and Short-Term: How much volume is likely to be traded in Japan through 2030? What happened to the predicted commoditization of LNG?
• Expanding Role of LNG: Japan’s expanding role as a regional LNG trading hub, and progress of Japan’s Asian LNG expansion policy
• Demand Growth: Are the economic growth predictions proving accurate? How is this impacting demand growth for LNG (especially in connection with nuclear and renewables in the power mix), alongside the Sixth Strategic Energy Plan?
• Upstream: How can Japan continue to secure investment in upstream operations to maintain energy security?
• Strategic Reserve: How will the LNG reserve system operate, and what impact will it have on the global market?

Morning Networking Coffee Break

Session 2 – Unlocking Hydrogen's Potential for Japan

• National Hydrogen Strategy: How will the new strategy accelerate investment in hydrogen, ammonia, and e-methane?
• IRA: How can Japan compete? What impact is it having on blue hydrogen production?
• Japan’s IRA: Analysing the impact of the Supply Chain Subsidy and Clusters Support initiatives
• Hydrogen Energy Partners: What role will Australia and the Middle East play in establishing hydrogen supply chains?
• Technology & Finance: How can Japan leverage its technical and financial strengths to secure leadership in hydrogen?
• Cost-Competitiveness: Can Japan absorb high imported hydrogen prices, and what impact will high LNG prices have on blue Hydrogen?
• Takasago Hydrogen Park: Assessing the world’s first fully integrated hydrogen validation facility

Networking Lunch Break

Session 3 – Mobilising Investment & Finance to Deliver New Projects

• New LNG Projects: What steps can Japan take to encourage investment in new upstream projects? How can it incentivise risk?
• New Green Projects: How will the Asia GX Consortium encourage and facilitate GX investments in Asia?
• AZEC Public-Private Investment Forum: What role will this forum play in shaping a new investment strategy?
• Transition Finance: Assessing efforts to improve the credibility and effectiveness of transition finance
• EXIM: What role should the Export-Import Bank of Japan play?

Session 4 – Harnessing Market Volatility to Shape Energy Trading

• Evolving Contracts: How are evolving contract terms influencing the LNG industry?
• Trading: Evaluating the current LNG trading climate and its impact on the global business
• Electricity Markets: Are they offering enough flexibility and profit to attract new investment into energy facilities, including new LNG-fired generation or batteries?
• Carbon-Neutral Cargoes: How can the contracting of carbon neutral LNG be standardised to provide greater transparency and efficiency?

Afternoon Networking Coffee Break

Session 5 – Transforming Japan’s Infrastructure to Power Future Growth

• Ports: How is Kobe Port enabling future connectivity and supply chain expansion
• Pipelines: Developing high-pressure hydrogen pipeline technology to connect ports with industrial hubs
• Sustainable Infrastructure: Accelerating the deployment of renewables technologies in Japan to support the shift to a low-carbon economy
• Decarbonisation: Investing in pathways to decarbonise existing and new energy infrastructure

Session 6 – Strengthening Global Ties to Achieve Energy Security

• New Projects: Developing resilient frameworks for collaboration in the development of new energy projects
• Collaboration: Security policies based on cooperation to pre-empt and eventually tackle energy crises
• North America: Will strengthening ties to with the USA and Canada provide long term energy security?
• Europe: What impact will the EU’s energy security strategy have on Asia? What opportunities are there for cooperation?
• China: To what extent will the country relieve, or add, to LNG demand pressures? Will it retain its current role as the ‘balancing market’?
• Middle East: What impact will new clean energy cooperation agreements, including the Lighthouse Initiative, have on the development of Hydrogen, Ammonia, e-fuels, carbon capture and supply chain resilience?
• Australia: To what extent can Australia ‘ship sunshine’ and supply clean energy to power Japan’s net-zero commitments?
• ASEAN: How much additional investment is needed in US and Asia to support demand growth in the ASEAN region?

Chair’s Closing Remarks

Welcome Drinks Reception

Close of Day 1

Welcome Coffee

Chair’s Opening Remarks

Keynote Address

Session 7 – Hydrogen Technologies Driving the Transition to a Low-Carbon Economy

• Value Chain: Identifying the right technologies to deploy throughout the value chain to reduce emissions and maximise effectiveness
• Mobility: Developing new hydrogen-powered engines to accelerate the commercialisation of mobility
• Fuel Cells: Assessing the latest commercial and industrial applications for fuel cell systems
• Hydrogen to Power: Assessing the latest innovations in hydrogen co-firing

Morning Networking Coffee Break

Session 8 – Ammonia - Roadmap to the Ammonia Economy

• Infrastructure: Expanding electrolyser capacity and transport and storage infrastructure
• Safety: What safety and infrastructure issues must be considered to allow ammonia supply to ramp up effectively?
• Hydrogen Carrier: What role will blue and green hydrogen carriers play?
• Innovation: Assessing new power generation technologies in gas turbines and coal boilers to reduce carbon emissions
• Deployment: Tackling supply chain bottlenecks to accelerate the deployment of ammonia at scale
• High Energy Use Businesses: Innovative strategies for using clean energy in data centres and other high intensity operations

Session 9 – Shipping - Japan’s Roadmap to Zero Emission Shipping

• Future Fuels: What are the decarbonisation trade-offs for Ammonia, Methanol, and Hydrogen? 
• Decarbonisation Technology: What barriers are holding back progress and how can the industry overcome them? What new innovations are being applied to vessels to reduce emissions? 
• Ammonia: Unlocking the maritime value chain for Ammonia 
• Fleet Growth: Will the number of new vessels entering the fleet by 2027 be sufficient to handle projected demand growth?  
• Regulatory Update: IMO’s newly revised GHG strategy: What it means for shipping and the Paris Agreement 

Networking Lunch Break

Session 10 – CCS - Making Net-Zero Possible with Cost-Effective CCS

• Financing CCS: Carbon tax, trading scheme, or direct subsidy; how should Japan finance new technology development?
• Power Generation: Analysis how best to scale and reduce cost of CCS in power generation
• Asia CCUS Network: Connecting policymakers, financial institutions, industry to successfully develop and deploy CCUS across Asia
• Blue Hydrogen: What are the most effective production pathways and potential regulatory challenges
• Industrial Hub Support Scheme: How effective will new financial support be at decarbonising hard to abate industries?
• GX League: Update and analysis of latest developments. Will carbon trading allow Japan to accelerate decarbonisation?
• Regulation: Addressing legal uncertainties for the CCS value chain

Session 11 – Decarbonised LNG - Leveraging Technology to Make Carbon Neutral LNG Viable

• Energy Transition: What is the pace of energy transition in key Asian markets? Is the traditional coal-gas-renewable pathway still valid?
• Innovation: How far can new technology decarbonise the LNG to power sector?
• Methane Reduction: Examining what low and zero emission technologies should be deployed across the value chain to reduce the carbon footprint.
• Regulation: Developing a common emissions policy to monitor, report, and verify of methane emissions and promote abatement measures
• Frameworks: Encouraging the adoption of greenhouse gas emissions frameworks to give a more accurate picture of the impact of an individual cargo.
• Flaring: Assessing the viability of waste gas recovery

Afternoon Networking Coffee Break

Session 12 – Innovations in LNG - New Business Models and Technology Shaping the Future of LNG

• FLNG: How is floating LNG unlocking stranded gas in locations unsuitable for traditional large-scale facilities?
• Bunkering: As lower prices and a growing fleet boost LNG bunkering, what are the future growth prospects?
• Modularisation: Will greater modularisation allow projects to scale, accelerate installation times, and reduce cost?
• Trust: Helping buyers and sellers better understand each other through greater transparency, cooperation, and collaboration
• Maintaining Profitability: How can projects remain feasible amid rising costs?
• Small-Scale LNG: Unlocking new supply through innovative plant and infrastructure development

Session 13 – Regional LNG - Delivering a Credible Energy Transition in Southeast Asia with LNG

• LNG Forecast: Will There be Enough Flexibility in the LNG Market to Stimulate Demand in Asia?
• Southern Asia: Can LNG shake off its reputation as an expensive and unreliable fuel source?
• Southeast Asia: To what extent can demand for LNG be stimulated in SE Asia? Are we entering a period where demand growth in SE Asia will more than offset the declining demand in Europe and some mature importers in Northern Asia?
• FSRU: Evaluation the role of FSRU’s in Asia to satisfy future demand growth
• Energy Equality: What is LNG’s role in eliminating energy poverty? How far will the focus on decarbonisation maintain LNG demand?
• Europe: What is the long-term impact of the European gas crisis on the LNG market in Asia?
• Japan: How should Japan contribute to Asia’s energy industry? What role should it play?

Chair’s Closing Remarks

Close of Summit Day Two

Welcome Coffee

Chair’s Opening Remarks

Session 14 – Power Markets - Reforming Japan’s Power Market to Drive the Clean Energy Transition

• Super Grid: Is a pan-Asia power grid viable? What new commercial opportunities will it unlock?
• Demand: Is the current power grid restricting growth? What network do energy-intensive industries want?
• Storage: Innovation in battery storage technology to fuel clean energy expansion
• Renewable Energy: To what extent does the grid need to change to fully integrate new renewable energy production?
• Grid: Expanding production of power transmission lines to bolster power transmission capability between different regions, and to facilitate expansion of renewable energy
• SMR: What role will small modular reactors, and other innovations, play in Japan’s future energy mix?

Session 15 – Industrial Policy - Japan’s GX: Harnessing Innovation for Climate Leadership

• Clean Steel: How can Japanese industry satisfy future demand for clean and green components? Will processes need to be offshored to utilise green energy?
• Green Growth: Leveraging climate change measures to transform industry, society, and the economy
• Clean Tech Hubs: Advances and developments in the development of zero-carbon industrial hubs
• Funding: What can the Japanese government do to convince businesses to spend on GX reforms. How can it attract private sector money?

Morning Networking Coffee Break

Session 16 – Renewables - Renewables Role in Japan’s Future Energy Mix

• Offshore Wind: What technology is right for Japan
• Akita Port: Takeaways and key learnings from the project
• Carbon Pricing: Should Japan introduce a new carbon pricing system to promote the financing of renewables?
• Collaboration: How are industrial hubs collaborating to tackle hard to abate sectors?

Session 17 – Green Hydrogen & Ammonia - Decarbonised by Sea: Unlocking New Supply Chains to Decarbonise Japan

• Supply Chains: Establishing and expanding supply chains internationally for hydrogen and ammonia
• Infrastructure: Expanding carbon-neutral ports to accommodate future needs for imports of carbon-neutral fuels
• Electrolysers: Boosting the development and commercialization of water electrolysers to expand green hydrogen production