Registration & Networking Breakfast

Chair’s Opening Remarks

Opening Keynote Address

Masashi Watanabe

Director, Petroleum Policy, Natural Resources and Fuel Department

Ministry of Economy, Trade & Industry (METI)

Session 1 – Japan’s Policy To Unlock A Global Hydrogen Economy

• How do hydrogen and ammonia fit in Japan’s overall decarbonisation strategy? 
• How will the government support existing and future projects in hydrogen and ammonia? 
• Regulations: Immediate key policies and long-term taxation plan 
• The suitability of hydrogen sources for unlocking specific markets: mobility, power and industry 
• Understanding the role of green, blue and brown hydrogen 
• Managing expectations and ambitions vs current commercial viability 
• The role of ports in Japan’s pursuit to be a lead a future global hydrogen supply chain 
• What efforts are being made around the world to commercialise hydrogen 
• What opportunities are there to adapt existing gas infrastructure to hydrogen? 

Masashi Watanabe

Director, Petroleum Policy, Natural Resources and Fuel Department

Ministry of Economy, Trade & Industry (METI)

Ajay Singh

Founder & Director

Global Hydrogen Development

Shigeru (Sam) Muraki

Vice Chair, Asia Pacific/Southeast Asia

World Energy Council

Networking Coffee Break

Session 2 – What Is The Role of Technology & Infrastructure In Developing Hydrogen Markets & Applications?

Speakers

Eiji Ohira

Director General, Fuel Cell & Hydrogen Office Advanced Battery & Hydrogen Technology Dept.

New Energy and Industrial Technology Development Organization (NEDO)

Dr. Prof. Katsuhiko Hirose

Visiting Professor

International Institute for Carbon Neutral Energy Research, Kyushu University

Martin Skov Skjøth-Rasmussen

Fuel Concepts Manager

Mærsk Mc-Kinney Møller Center for Zero Carbon Shipping

Winnie Huynh

Founder & CEO

The Green Solutions Group

Session 3 - Understanding the Commercial Use of Ammonia: Applications, Storage and Usage

• What role will ammonia play in global hydrogen trade?
• COP26: How to ensure clean hydrogen is affordable and available globally by 2030?
• Power Generation and Heavy Industries: Is ammonia the most viable solution for these industries
• Storage and Production: Ammonia vs hydrogen Will ammonia be subjected to the same tax and regulation as hydrogen?
• What are the pros and cons of ammonia and hydrogen in the energy transition discussion?
• Can ammonia have a complementary relationship with hydrogen?

Akihiko Taniguchi

Senior Supervisor, Corporate Strategy Department

JERA

Trevor Brown

Executive Director

Ammonia Energy Association

Bunro Shiozawa

Advisor

Clean Fuel Ammonia Association

Networking Lunch

Session 4 – What Is Needed To Build The Global Hydrogen Economy?

• How long will it take for hydrogen to become economically viable and commercially affordable?
• Creating a business case for hydrogen and ammonia investments
• Key strategies to accelerate hydrogen production: Taxation and regulation
• What are the main challenges for access to capital: Key requirements for banks and investors?
• Can LNG contribute positively to the hydrogen economy?
  • What are the main challenges for LNG producers? How long will domestic green hydrogen compete with imports in Japan?
• The impact of the carbon tax in accelerating the “green economy”
• Converting LNG and gas infrastructure to accelerate hydrogen use
• Green or blue hydrogen? Which is more economically viable and why?

Moderator

Yuriy Humber

President and Founder

Japan NRG

Speakers

Alicia Eastman

President

InterContinental Energy

Martin Lambert

Senior Research Fellow & Head of Hydrogen Research

The Oxford Institute for Energy Studies (OIES)

Siddartha Shrivastava

Deputy General Manager and Head of Energy & Resources Asia

SMBC

Networking Coffee Break

Session 5 - The European Model: Hydrogen Front and Centre for Energy Transition

• Scaling up supply, stimulating demand, achieving commerciality: Investment risks and commercial opportunities
• Create and accelerate: European hydrogen pilot projects
• Global, regional, and national regulatory framework and policy incentives
• What are the key energy transition strategies in Europe to meet net zero emissions targets by 2050?
• EU aims for green hydrogen below €2/kg by 2030: How achievable is this and how do we get there?
• Technology leadership: Will Europe and Japan be competitors or find complementary roles?
• Key focal points to develop collaborative strategies between Japan & EU in the joint ambition to reach net zero emissions by 2050

Moderator

Nobuo Tanaka

Special Advisor

The Sasakawa Peace Foundation

Speakers

Virginie Cavalli

CEO

Air Liquide Japan

Hiroshi Sakuma

Chief Cooperation and International Officer

Eneco

Cédric Philibert

Associate Research Fellow

Centre for Energy & Climate

Closing Remarks & Wrap Up Session

Speakers

Nobuo Tanaka

Special Advisor

The Sasakawa Peace Foundation

Shigeru (Sam) Muraki

Vice Chair, Asia Pacific/Southeast Asia

World Energy Council

Welcome Coffee & Registration

Opening Keynote Address

Speaker

Takeshi Soda

Director, Oil & Gas Division

Ministry of Economy, Trade & Industry (METI)

Session 1 – Outlook for Japan’s LNG & Gas Industry Within a Rapidly Changing Global Market

• Forecast for Japan’s LNG demand in the next decade: How will this impact global supply-demand dynamics?
• The role of LNG and gas in Japan’s energy mix and how does it fit with Japan’s net zero target?
• Managing contracts: What are the most effective new business models that can be applied to Japanese contracts?
• Key strategies to make the market less costly and more appealing to buyers
• How is China’s continuously increasing demand impacting other Asian LNG procuring countries?
• What impact will Japan’s net-zero target have on LNG demand over the next decade?
• ill long-term supply contracts be the way for Japanese buyers to tackle the current volatility in the market?
• The EU will label gas as green. How will this impact investment in LNG projects going forward?

Moderator

Nobuo Tanaka

Special Advisor

The Sasakawa Peace Foundation

Speakers

Takeshi Soda

Director, Oil & Gas Division

Ministry of Economy, Trade & Industry (METI)

Atsunori Takeuchi

Executive Officer - Senior General Manager LNG Business Dpt.

Tokyo Gas

Hitoshi Nishizawa

Executive Officer, Senior Operating Officer, Optimization Dept.

JERA

Katsumi (Ken) Kuroda

Senior Advisor

Cheniere Marketing Ltd

Networking Coffee Break 1

Session 2 – Regional Collaboration: Japan’s Evolving Role in the Expansion of the Southeast Asian LNG Market

• Forecast for Southeast Asian LNG demand in the next ten years
• How are Japanese companies using their expertise to develop new business across South-East Asia?
• Key strategies to establish successful partnerships across Southeast Asia
• How can nations collaborate to accelerate coal-to-gas switching across the region?
• Gas to power for Southeast Asia: Creating new demand
  • Technology
  • Finance
  • Project development
  • Creditworthiness

Speakers

Ryo Minami

Director-General for Policy Planning and Coordination

Ministry of Economy, Trade & Industry (METI)

Han Phoumin

Senior Energy Economist

ERIA (Economic Research Institute for ASEAN and East Asia)

Chikako Ishiguro

Senior Analyst - Energy Resources & International Business Unit

Osaka Gas

Kyoya Nitta

Executive Officer, General Manager Offshore Gas Project Division

Mitsui O.S.K.Lines, Ltd

Networking Lunch

Session 3 – Global LNG Supply: New Business Models & Innovation in an Era of Energy Transition

• What are the latest technical and commercial innovations?
• What low carbon solutions are suppliers offering?
• How is the market recovering after the COVID-19 pandemic and what lessons can be learned?
• How are net zero ambitions impacting traditional LNG and gas buyers?
• Long term-supply versus short term-supply: Have the market dynamics changed forever?
• How can buyers and suppliers collaborate to drive the net-zero agenda whilst continuing to harness global gas markets?

Speakers

Melanie Kenderdine

Principal & Executive Vice President

Energy Futures Initiative

Yao Li

Founder and Chief Executive Officer

SIA Energy, China

Satomi Takeshita

Project Director, LNG Information Team, Research & Analysis Dept

JOGMEC

Yukari Niwa Yamashita

Managing Director

The Institute of Energy Economics, Japan (IEEJ)

Networking Coffee Break 2

Session 4 – Evaluating the Current LNG Trading Climate and its Impact on Global Business

• Will Japan seek more flexible long-term contracts or become increasingly reliant on short-term and spot LNG purchases?
• What is the appropriate pricing model for LNG contracts in Japan?
• How has the recent volatility impacted short-term LNG trading?
• How has this changed the short-term contracting picture?
• How much volume is likely to be traded short-term and spot in Japan by 2022?
• How can the contracting of carbon neutral LNG be standardised to provide greater transparency and efficiency?
• The use of risk management and new tools to manage volume and price risk
• Opportunities within the digitisation of trading activities
• Are we finally seeing a divergence from oil-indexed pricing and which spot indices are becoming most significant?
• How has the end of the destination clauses impacted the Japanese LNG and gas market?

Speaker

Manish Tiwari

Chief Commercial Officer

H-Energy

Chair’s Closing Remarks

Welcome Coffee

Chair’s Opening Remarks

Session 5 - Offsetting LNG’s Carbon Footprint: Carbon Neutral LNG and its Growing Importance in Global Markets

• How long will it take for carbon neutral LNG to be commercially viable as standard
• Standards for carbon neutral criteria:
  • Measurement, Reporting and Validation (MRV) standards
• How much carbon neutral LNG do we expect to be traded in the next decade?
  • Are LNG buyers, suppliers and service providers ready?
• Carbon neutral LNG in the Japanese market
  • How much carbon neutral LNG does Japan expect to import by 2030?
  • How will carbon neutral LNG tax and regulation evolve in Japan?
• What are the consequences of carbon neutral LNG for the value chain?

Speakers

Christopher Goncalves

Chair & Managing Director, Energy & Climate

BRG

Networking Coffee Break 1

Session 6 – Avoiding & Reducing GHG Emissions: Showcasing Technological Innovations

• Reducing carbon emissions in LNG: Showcasing technological innovations
• What should be the focal point of technology when looking at the supply chain: Production, Storage or Transport?
• Technology applications and latest developments:
  • CCS/CCUS
  • New liquefaction designs
  • LNG shipping and bunkering
  • Regasification
• Technological innovation: downstream, midstream, and upstream
• What are the main challenges to LSTK contracts?
• Future innovations to decrease costs in the LNG supply chain
• Loading, bunkering, and shipping: latest innovations
• Can Japan’s LNG infrastructure be readapted to hydrogen facilities?

Speaker

Dr. Prof. Katsuhiko Hirose

Visiting Professor

International Institute for Carbon Neutral Energy Research, Kyushu University

Networking Lunch

Session 7 – Financing Projects: How to Keep LNG Attractive for Investors

• Will banks be reluctant to support LNG projects in the near future?
  • Main challenges of financing a project
  • Quickest way to get access to financing
• How can policy makers facilitate access to financing?
• Has COVID-19 and net-zero ambitions structurally changed investors views on assessing risks in new projects?
• ESG considerations for investors: Material changes in attitudes towards LNG projects
• Are we headed to a different investment life cycle as contract terms get shorter?
• How do we keep LNG relevant in an era where new energy investments will be prioritised?
• The EU will label gas as green. How will this impact investment in LNG projects going forward?

Speakers

Lachlan Clancy

Partner

King & Spalding

Alan Townsend

Principal Industry Specialist

International Finance Corporation (IFC)

Hiroyasu Konno

Partner

Nishimura & Asahi

Networking Coffee Break 2

Session 8 – The Future of the LNG & Gas Industry: How to Stay Relevant in a Decarbonising World

• How long will gas survive under competition from new energy and nuclear sources?
• Will METI’s plans for power generation be a threat for Japan’s LNG suppliers?
• Can China and Japan cooperate for a coherent LNG strategy with positive impact for both countries?
• If hydrogen becomes cost effectively by 2030, as predicted by EU, what will happen to the global price of LNG?
• Is the volatility of renewables an opportunity for LNG?
• Reducing coal is the fastest way to decarbonise: Strategies to educate the public about the short-term benefits of LNG

Moderator

Nobuo Tanaka

Special Advisor

The Sasakawa Peace Foundation

Speakers

Hiroshi Hashimoto

Senior Analyst - Head of Gas Group

The Institute of Energy Economics, Japan (IEEJ)

Shigeru (Sam) Muraki

Vice Chair, Asia Pacific/Southeast Asia

World Energy Council

Chair’s Closing Remarks