Leadership Roundtables

4 December 2025

APPLY TO PARTICIPATE

As part of the strategic conference content programme, we will curate a series of Leadership Roundtables, hosted in a discreet space within the event venue.

The roundtables are a space for frank and necessary discussion, among the highest level of Summit attendees, on the future of the sector. Participation is agreed by invitation only, with a maximum of 20 contributors per session. A summary of the discussion will be published by our official Knowledge Partners shortly after the event. Conducted in adherence to the Chatham House Rule, individual contributions to the discussions will be recorded but not attributed, thus creating an environment conducive to the open exchange of insight and opinion, enhancing understanding of industry challenges.

The roundtables are sponsorable, providing an opportunity to visibly integrate your brand into the high-level discussions and ensuring recognition as a key partner shaping the future of industry. This brand and thought leadership opportunity guarantees unparalleled exposure to decision-makers.

Apply to participate

Leadership Roundtable 1 | 10:00 – 11:30

Adapting LNG business models in a fragmented energy and policy landscape

The global LNG market has divided into two distinct markets. Long-term contracts provided the basis for industry growth, bringing security of supply and price predictability; the spot market allows for greater flexibility in times of uncertainty. Long-established commercial models have been reshaped in this more dynamic global environment.

Government policy often fluctuates faster than asset cycles. Buyers are diversifying, credit profiles are widening, and contract structures are increasingly asymmetric. At the same time, expectations around emissions transparency, certification credibility and methane performance differ from market to market. Portfolio players are extending their influence, challenging traditional producer-buyer relationships, while emerging market buyers prioritise flexibility and affordability over volume certainty. Data analytics and early AI deployment are transforming trading, scheduling, risk management and credit assessment, with competitive advantage shifting toward information-rich players.

During this roundtable session, participants will examine evolving LNG business models. What is the sustainable balance between flexibility and security? How can sellers safeguard long-term value while satisfying buyer optionality? To what extent will AI and data influence market power? And where should commercial frameworks adjust to keep LNG investments appealing and bankable in a world that demands transparency and transition alignment?

Leadership Roundtable 2 | 12:00 – 13:30

Balancing global LNG markets during a period of rapid supply growth

According to CGEP estimates, nearly 400bcm of annual liquefaction capacity is set to come online by the early part of next decade. This supply wave is set to reshape trade flows, pricing dynamics and competitive behaviour. At the same time, LNG demand profiles are becoming less predictable. While Asia remains the primary engine of demand growth, national policy programmes, price sensitivities and geopolitical frictions all represent potential trading frustrations. In Europe, demand signals map on to shorter-term energy security concerns and longer-term climate priorities. Emerging import markets are developing, with floating solutions offering a means of bringing receiving infrastructure online at pace and scale. Nonetheless, a series of high-profile industry figures have recently questioned the economic rationale behind such unprecedented capacity additions.

During this roundtable session, participants will address the danger of structural oversupply, and the durability of demand in the world’s thirstiest LNG markets. Is Europe committed to LNG for the long-term, or using it as a bridge to scalable and affordable renewables? Or might new volumes of affordable and reliable LNG, coupled with net-zero scepticism and political populism, stall the transition to renewables? Will peak US and Qatari export volumes lead to the creation of import/export blocs and new strategic dependencies? Are LNG demand forecasts for Asia too optimistic, given the resilience of coal? Could new Sino-Russian pipeline projects cap LNG demand growth in China? And could Western sanctions on Russian energy drive new demand for LNG in India?

Leadership Roundtable 3 | 16:00 – 17:30

LNG and the evolving carbon capture value chain

Dispatchable and reliable, proven as a lower emissions alternative to coal, and more trusted than nuclear, LNG’s key attributes have been heavily underlined in recent years. A fully realised, end-to-end carbon capture value chain would provide further assurance on the viability of LNG as a net zero destination fuel for governments pursuing ambitious climate goals. Installed carbon capture capacity is expected to exceed 440 Mtpa globally by 2034, with storage capacities on track to reach 500 Mpta. If this infrastructure is to effectively drive emissions reductions between now and mid-century, build-out must be global and accelerated.

During this roundtable session, participants will evaluate the economic opportunities presented by the growing carbon capture value chain, and points of complementarity with an LNG industry enjoying unprecedented growth. What is the required scale and timeline for CCUS infrastructure build out, and what can the burgeoning carbon capture industry learn from historic global energy infrastructure capacity build? Where are the greatest opportunities for sustained carbon capture impact across the natural gas and LNG infrastructure network? Will the LNG fleet of the future double up as a carbon transport fleet? And can the industry tell a more compelling story about emissions reductions and, in doing so, win over a sometimes sceptical public?

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