Agenda

• How are foreign policy, market forces, and geopolitics shaping our energy future? What will the war’s end look like, and will new energy flows be rerouted permanently?
• IRA and green new deal on both sides of the Atlantic – ways to enhance energy cooperation
• REPowerEU and the importance of energy supply diversification
• Smart policies – what is required and likely scenarios to enable US LNG to reach European markets? What will it take to gain political acceptance?
• Where do we stand on cooperation on other energy sources beyond natural gas – hydrogen, technology advancements, hard to decarbonize sectors?
• Will the necessity for energy supplies override political concerns? How do we achieve an equilibrium of clean, reliable, and affordable energy?

• Europe’s decarbonization timeline (legislative/policy and commercial)
  • RepowerEU – where will Europe’s energy come from and how difficult will it be to meet energy efficiency targets? Comparing and contrasting targets versus reality
• Certified gas – US and European perspectives (regulatory/policy and technology) 
  • Is there a way to reach a universal understanding of what to measure, what matters and how to achieve it?
• Carbon removal, utilization, reduction & storage – What is new in the technology landscape? (technology)
  • What needs to be achieved in this space? What solutions are already deployed and where is more research and investment needed?
• Methane emissions (technology and social)
  • What are pathways for the industry to eliminate methane emissions and leaks? If the methane issue gets fixed, will natural gas gain a reliable license to operate?
• IRA and European Green Deal – Implications for both sides of the Atlantic (regulatory/policy) 
  • What are short- and longer-term goals for cooperation? Impediments? Impacts of price caps?

• What will it take to maximize energy supply and minimize emissions? 
• What technologies and solutions can help today to lower the carbon intensity of our energy system? What does achievable and necessary balance look like?
• What do companies need to consider as they shape ESG strategies and roadmaps? Where do we stand on certified gas?
• What will it take to address a multitude of challenges and establish pathways to clean air, land and water, provide affordable energy from diversified sources for risk mitigation, solve issues around intermittency and energy security, all while lifting people out of (energy) poverty globally? What compromises do we need to acknowledge and accept?
• In the current context, what do decarbonization goals look like? What critical supply chain issues will impact the build-out of lower carbon energy infrastructure? What are pragmatic solutions that we need to pursue?
• Where are collaborations required to make progress and what global dialogue and solutions will have to be adopted to position for success?

• How do investors view “fossil-fuel-enabling” infrastructure and decide how to invest? Are timelines conflicting for energy transition and energy security goals? 
• What investment risks and changing market structures need to be addressed and could prevent future infrastructure and resources from being developed?
• How will the industry secure investment to build necessary infrastructure for hydrocarbons and new technologies when access to capital is restricted?
• What does investment into a diversified supply chain need to look like? Where will the money come from? 
• What type of projects will have easier access to capital? What will ‘clean’ and ‘green’ mean and what conditions will need to be met? How do renewable energy projects fare for investment access and how “renewable” is the infrastructure to deliver the energy from these sources?
• What does a blueprint for equal access to energy for all look like and how can reality get closer to delivering on it? If not gas, then what will ensure energy delivery through both molecules and electrons? What are the opportunities and limitations of both forms of delivery?

• LNG to the rescue
  • What is the role of LNG in this new energy landscape? What is required in terms of permitting and infrastructure to boost exports from the U.S.?
• Domestic energy production versus global decarbonization efforts 
  • What impact will North American and global decarbonization efforts have on domestic energy infrastructure build out for the natural gas and LNG supply chains?
• Regulatory changes and investment opportunities
  • How will evolving market structure and regulatory change impact foreign interest and investment in US LNG projects? What is the scope for aligning the interests of sellers and buyers? EU climate goals versus new gas deals – what does the path ahead look like?
• Natural gas and diversified supplies
  • With a growing focus on net zero goals, hydrogen, decarbonization, ESG pressures, are the days of natural gas counted? What is needed from government and private sectors to solve the energy trilemma and provide sustainable, affordable and reliable energy to a growing global population? 

Followed by drinks reception 5:15 pm – 6:45 pm