Topic: “Regime change” – Impact of a new market regime on LNG portfolio value
Time & access: 8am GMT (9am CET, 4pm SST); free access
Registration: Pre-registration required (access is free); register here.
Scope:
- Supply & demand balance impact of European pivot from Russian gas to LNG
- Resulting shift in market pricing dynamics (e.g. price levels, marginal price setting, volatility)
- Implications for LNG portfolio construction (e.g. role of Europe, new supply, value of flexibility)
- Implications for portfolio value management (e.g. European access, shift to ‘within portfolio’ optimisation)
- Impact on risk management (e.g. portfolio hedging; credit risk & collateral issues)
Any Qs please contact david.duncan@timera-energy.com.