Registration & Welcome Coffee

受付 ＆ ウェルカム・コーヒー  

Welcome Address

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

セッション１ー 世界的な水素エネルギー社会を実現する日本の政策

• 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?
• Japan’s strategy to increase renewable energy production in the next decade
• Is the Ukraine crisis an accelerator to develop alternative energies, such as hydrogen and ammonia?
• In light of the world struggling with high prices, Russian oil and gas substitution and LNG demand soaring in Europe, how does the energy transition look like in Japan?
  o Will Japan enhance a nuclear umbrella strategy in the next decade?

Moderator

Stephen Del Regno

Managing Director

Berkeley Research Group

Speakers

Ajay Singh

Managing Director

Global Energy Development Ltd

Shigeru (Sam) Muraki

President

Clean Fuel Ammonia Association

Toshiyuki Suda

Program Director, Strategic Project Dept., Corporate Strategy Headquarters

IHI Corporation 

Networking Coffee Break

ネットワーキング・コーヒーブレイク 

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

セッション２ー水素の市場・用途開発における技術とインフラの役割とは？ 

• Production: Cost and efficiency comparison of Electrolysis and Carbon Capture Storage (CCS)
• Primary vectors: Ammonia, Liquid Hydrogen, MCH
• Main challenges for shipping and transportation: Current solutions and prospects
• Reducing shipping carbon emissions: Feasibility and cost-effectiveness of ammonia and hydrogen
• Forecast of cost reduction in effective hydrogen and ammonia technologies
• The role of hydrogen vs batteries in the automobile sector
• Applications and usage: Fuel Cells, combustion, and power generation
• Loading, bunkering, and shipping: Can Japan’s LNG infrastructure be readapted to hydrogen facilities
• City gas in Japan: Can the existing gas pipelines be used for hydrogen?
• Japan’s 10-year plan to double renewable energy production
  o The role of renewables in accelerating hydrogen production
• What lessons can we learn from the world’s first liquefied hydrogen carrier ship?

Moderator

Teruma Naito

Partner

Anderson Mori & Tomotsune (AMT)

Speakers

Eiji Ohira

Director General, Fuel Cell & Hydrogen Office

New Energy and Industrial Technology Development Organization (NEDO)

Winnie Huynh

Founder & CEO

The Green Solutions Group

Koji Hosono

General Manager New Power generation Fuels Business Department, Next-Generation Fuels & Petroleum Business Div.

Mitsubishi Corporation

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

セッション３ー アンモニアの商業利用を探る：用途、貯蔵、使用方法 

• 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?

Moderator

Anton Ferkov

Hydrogen & Ammonia Content, Pricing Specialist

S&P Global Commodity Insights

Speakers

Kenji Takahashi

General Manager Decarbonization Promotion Section Corporate Strategy Department

JERA

Eiji Sakata

Executive Officer

Toyo Engineering Corporation

Yoshihiro Mizuguchi

CTO, Executive Officer, Sustainability Co-Creation Department

JGC Holdings Corporation

Bunro Shiozawa

Advisor

Clean Fuel Ammonia Association

Networking Lunch │ Hosted by Aramco

ネットワーキング・ランチ

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

セッション４ーパネル・ディスカッション：グローバルな水素エネルギー社会を構築するために必要なこととは？

• 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

Olivier Thorel

Vice President Chemicals & Low Carbon Hydrogen

Aramco

Juancho Eekhout

Vice President – Business Development

Sempra Infrastructure

Siddartha Shrivastava

Deputy General Manager and Head of Energy & Resources Asia

SMBC

Brendan Hammond

Head of Australia

Intercontinental Energy

Anton Ferkov

Hydrogen & Ammonia Content, Pricing Specialist

S&P Global Commodity Insights

Networking Coffee Break

ネットワーキング・コーヒーブレイク 

Keynote Address

Speaker

H.E. Vitor Sereno

Portuguese Ambassador to Japan

Republic of Portugal

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

セッション５ー欧州モデル：エネルギー転換にむけた水素の中心的な位置付け

• 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

Former Executive Director

IEA

Speakers

Vineet Mittal

Chair

Avaada Group

Hiroshi Sakuma

Chief Cooperation and International Officer

Eneco

Virginie Cavalli

CEO

Air Liquide Japan

Filipe Costa

CEO

Sines Industry & Logistics Park

Robert Judd

Technical Director Hydrogen & Gas

DNV

Closing Remarks & Wrap Up Session

閉会の挨拶 ＆ セッションまとめ

Speakers

Nobuo Tanaka

Former Executive Director

IEA

Shigeru (Sam) Muraki

President

Clean Fuel Ammonia Association

Registration & Welcome Coffee

受付＆ウェルカムコーヒー

Welcome Address

開会挨拶

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

セッション1ーパネルディスカッション：激動のグローバル市場における日本のLNG・ガス産業の展望

• 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?
• What impact will Japan’s net-zero target have on LNG demand over the next decade?
• Will long-term supply contracts be the way for Japanese buyers to tackle the current volatility in the market?
• What will be the real impact of the carbon credit market and when will it be felt?
• How will the Ukraine crisis affect Japan’s gas demand and what will be the long-term strategy to ensure energy security?

Moderator

Nobuo Tanaka

Former Executive Director

IEA

Speakers

Hitoshi Nishizawa

Executive Officer, Head of the LNG Contract, Management Division

JERA

Ezran Mahadzir

Chief Executive Officer

PETRONAS LNG Limited

Keita Enjoji

General Manager, LNG Trading Section, LNG Business Dept.,

Tokyo Gas

Katsumi (Ken) Kuroda

Senior Advisor

Cheniere Marketing Ltd

Networking Coffee Break │Hosted by S&P Global Commodity Insights

ネットワーキング・コーヒーブレイク

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

セッション２ー地域間連携：東南アジアのLNG市場拡大における日本の役割の変遷 

• 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
• How can energy markets in Asia gain access to affordable and reliable energy?

Moderator

Stephen Del Regno

Managing Director

Berkeley Research Group

Speakers

Ryo Minami

Deputy Commissioner for International Affairs Agency for Natural resources and Energy

Ministry of Economy, Trade & Industry (METI)

Ryosuke Tsugaru

SVP & Division COO for Asia-Pacific

Mitsubishi Corporation

Alloysius Joko Purwanto

Energy Economist

Economic Research Institute for ASEAN and East Asia (ERIA)

Lachlan Clancy

Consultant

King & Spalding

Networking Lunch

ネットワーキング・ランチ  

Session 3 – Global LNG Business Models: How Is the Industry Innovating in A Volatile Market?

セッション３ー グローバルなLNGビジネスモデル：不安定な市場において、業界はどのようにイノベーションを起こしているのか？ 

• What are the latest technical and commercial innovations?
• What low carbon solutions are suppliers offering and at what cost?
• 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 now?
• How can buyers and suppliers collaborate to drive the net-zero agenda whilst continuing to harness global gas markets?
• How is China’s continuously increasing demand impacting other Asian LNG procuring countries?
• How has the Russia-Ukraine war impacted LNG buyers’ appetite to sign longer term contracts?
• Will we see more FIDs in the next five years than we thought prior to the Russia-Ukraine crisis?

Moderator

Lachlan Clancy

Consultant

King & Spalding

Speakers

Kaushal Ramesh

Senior Analyst LNG and Power Markets Research

Rystad Energy

Yao Li

CEO

SIA Energy

Networking Coffee Break │Hosted by S&P Global Commodity Insights

ネットワーキング・コーヒーブレイク

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

セッション４ー 現在のLNG取引環境とグローバルビジネスへの影響を査定する 

• Will Japan seek more flexible long-term contracts or become increasingly reliant on short-term and spot LNG purchases amid tightened LNG supply?
• How has the current market volatility impacted short-term LNG trading?
• 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 clause impacted trade flows?
• Spot and short-term: How much volume is likely to be traded in Japan by 2023?
• Japan’s strategy to launch the first exchange for carbon trading

Moderator

Yuriy Humber

President and Founder

Japan NRG

Speaker

Takashi Ishizaki

President and Representative Director of Tokyo Commodity Exchange

Japan Exchange Group (JPX)

Tetsuro (Ted) Toyoda

VP LNG Trading

KE Fuel Trading Singapore Pte Ltd; a subsidiary of Kansai Electric Power Company Inc

Ciaran Roe

Global Director LNG

S&P Global Commodity Insights

Bob Takai

Executive Advisor

European Energy Exchange AG

Welcome Coffee

ウェルカム・コーヒー

Chair’s Opening Remarks

代表挨拶

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

セッション５ーLNGのカーボンフットプリントをオフセットする：脱炭素化とエネルギー安全保障の両立

• 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?
• The impact of decarbonisation policies on LNG trading and contract making
• Is the carbon offset market tangible?
  • Contract criteria
  • How to measure the offset credits quality?
• Energy security: How will it impact decarbonising strategies?

Moderator

Nobuo Tanaka

Former Executive Director

IEA

Speakers

Stephen Del Regno

Managing Director

Berkeley Research Group

Mikio Matsumoto

Senior General Manager Solution Co-creation Dept

Tokyo Gas

Masanori Kameta

General Manager, Gas & LNG Process Engineering Dept

Chiyoda Corporation

Networking Coffee Break

ネットワーキング・コーヒーブレイク

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

セッション６ー温室効果ガス排出の回避と削減：技術革新の紹介

• Technology applications and latest developments:
  • CCS/CCUS
  • New liquification designs
  • LNG shipping and bunkering
  • Regasification
• What are the main challenges to LSTK contracts?
• Future innovations to decrease costs in the LNG supply chain
• Can Japan’s LNG infrastructure be readapted to hydrogen facilities?
• Give Japan’s geology, how much capacity does Japan have for carbon capture technologies?
• LNG’s role in shipping decarbonisation

Moderator

Yuriy Humber

President and Founder

Japan NRG

Speakers

Yoshifumi Suehiro

Director, Global Coordination Team, CCS Group & Carbon Neutral Team

JOGMEC

Momoyo Yuki

Head of Research and Analysis, Strategic Planning Dept., Overseas Business Division I

Japan Petroleum Exploration (JAPEX)

Masatoshi Numano

Deputy General Manager, Offshore Unit, Integrated Tanker & Offshore Projects, Headquarters of Energy Business

Mitsui O.S.K. Lines, Ltd

Ichiro Miura

Managing Director

The Japan Gas Association

Dr. Katsuhiko Hirose

CEO and Chief Consultant

HyWealth

Networking Lunch

ネットワーキング・ランチ  

Session 7 – Financing LNG Projects: Challenges and Opportunities

セッション７ーパネルディスカッション： LNGプロジェクトにおける資金調達～課題と可能性～

• How has the appetite of banks to finance LNG projects changed since the Ukraine crisis?
• Will banks be less reluctant to support LNG projects in the near future?
• 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
• How do we keep LNG relevant in an era where renewable energy investments will be prioritised?
• Have governments changed their attitude to financing gas projects?

Moderator

Olympe Mattei

Lead Analyst for Northeast Asia LNG

BloombergNEF

Speakers

Alan Townsend

Principal Industry Specialist

International Finance Corporation (IFC)

Alexander Woody

Partner

Nishimura & Asahi

4th Japan Energy Summit Wrap Up

第4回Japan Energy Summitまとめ 

Speaker

Nobuo Tanaka

Former Executive Director

IEA