12 September 2018 - 13 September 2018 at China World Summit Hotel, Beijing, China / 国贸大酒店,北京
2018 China Energy Assembly: Enabling China's Energy Transition

Join us in 2018 as 500 business leaders from energy (upstream, LNG/midstream, downstream, infrastructure, renewables, services), finance and investment gather to discuss the future of China

Day 1
Day 2
第1天
第2天


Assembly Day 1: Wednesday, 20th September

08:15 – 09:00am: Registration, refreshments and networking

09:00 – 09:15am: Welcome remarks and official opening ceremony

  • Claire Scott, Managing Director, APAC, Energy Council

09:15 – 09:30am: Keynote Address

  • Madam Li Yalan, Chairperson of the Board of Directors, Beijing Gas Group

 
09:30 – 10:30am: Session 1: China’s Global Energy Outlook:

  • A leading global economic power house: What roles will Oil, Gas and Renewables play in continuing China’s robust economic growth in years to come?
  • China’s energy reform: prioritising cleaner energy, increasing energy efficiency and decreasing CO­2 emissions
  • The future role and structure of Chinese NOCs and SOEs
  • Nationalism vs globalism: what impact will current global /regional geopolitics have on the Chinese energy market and what lessons can be learned from international policy reforms?
  • Where will there be new opportunities in the energy transition and what challenges need to be overcome to achieve the 13th FYP objectives?
  • Where are the opportunities to be found in ‘One Belt One Road’ and what will be the implications of this initiative on the energy value chain?


Speakers:

  • Jun Bai, Deputy Director, Institute of Inernational Energy, ICC NDRC
  • Chen Bo, Executive Director, President, UNIPEC
  • Dr Tong Zhu, Director, Department of Energy Economics, Chinese Academy of Social Sciences
  • Yong Xiao, Partner, Dechert (Session Moderator)



10:30 – 11:15am: Refreshment break and networking

11:15 – 11:30am: Domestic Gas Perspective: Part 1

  • Pierce Li, CEO & President, AAG Energy

 
11:30 – 12:30pm: Session 2: Growth by Natural Gas & LNG

  • Surplus or shortage: Will China’s gas demand grow as quickly as predicted and if so, what proportions of domestic gas, piped gas and LNG will plug the gap?
  • Heavily regulated gas prices vs free market forces: how can an equilibrium be reached to ensure that gas prices aren’t pushed too low and thus impact domestic supply?
  • What more can be done to incentivise new entrants to invest in China’s domestic shale, CBM, tight gas and unconventionals projects and what are the success stories?
  • What is the scope for a) the number of new LNG terminals needed, b) increased third party access for private players and c) likelihood of permit approval?
  • With the GDP of China’s cities varying widely from province to province, which new gas markets and opportunities are emerging and which companies are exploiting these?
  • SHPGX and Shanghai’s growing gas community: what influence will Shanghai’s growth have on neighbouring regional and national gas trading markets?
  • Trucked LNG now accounts for 3.5mtpa in China; where are opportunities for added growth?


Speakers:

  • Shan Weiguo, Head of Gas Market Study, ETRI, CNPC
  • Xue Fenghuan, Senior Manager, ENN Energy Holdings
  • Zhu Chen, Managing Director, SIA Energy
  • Chen Gang, General Manager Assistant, Shanghai Petroleum and Natural Gas Exchange (SHPGX)
  • John Tichotsky, Chief Economist, Alaska Gasline Development Corporation
  • Michael Arruda, Partner and Head, Asia, Baker Botts (Session Moderator)

 
12.30 – 2:00pm: Lunch and networking opportunities

2:00 – 2:15pm: Domestic Gas Perspective: Part 2

  • Glenn Corrie, CEO, Sino Gas & Energy

 
2:15 – 3:15pm: Session 3:  Enabling China’s Cleaner Energy Transition

  • Gas vs Coal: with coal still playing a role in China’s latest FYP, could it take back market share and jeopardise the cleaner energy agenda?
  • Following the FID taken on China’s first large-scale carbon capture and storage project, will China now lead the way in mitigating climate change?
  • Capitalising on Beijing’s success in transitioning towards a gas-powered market; how quickly can the rest of China’s provinces follow suit?
  • Already the world’s largest capex market for wind, solar and hydro; how can China’s government continue to incentivise growth and what will this mean for fossil fuels?
  • What is the scope for foreign investors to participate in China’s already strong domestic renewables market and are there potential JVs to be formed?
  • How can China attract foreign companies to bring technical expertise in clean coal technologies and smart grids?

Speakers:

  • Bernard Samuels, Head Global Gas China, Shell
  • Philip Siu, Chief Operating Officer - New Energy Business, The Hong Kong and China Gas Company Ltd
  • Jin Zhang, Senior Managing Director & Chief Operating Officer, US-China Green Fund
  • Dr Jiang Kejun, Director, Energy Research Institute, National Development and Reform Commission
  • Peng Ningke, Managing Partner, China Eco Capital
  • Glenn Corrie, CEO, Sino Gas & Energy (Session Moderator)

 
3:15– 4:00pm: Refreshment break and networking

4:00 – 4:10pm: Disruptive Technologies Perspective

  • Andres Pena, President and CEO, NEW GALLEON

 
4:10 – 4:25pm: LNG Project Perspective

  • Tom Earl, Chief Commercial Officer, Venture Global LNG

 
4:25 – 5:15pm: Session 4: Emerging Energy Infrastructure and Power Investment Opportunities

  • What are the most accessible investment opportunities in energy infrastructure and who are the active investors?
  • The impact of NDRC’s new pipeline tariff pricing mechanism; will the 75% minimum utilisation cap encourage more third-party access?
  • The increasing role of non-traditional players (i.e. commodity traders, bunkering companies) investing in China’s LNG infrastructure
  • How much appetite and opportunity is there to expand China’s gas storage network?
  • How readily available is Chinese capital for developing energy infrastructure and power projects; both domestically and in international markets?
  • In what other ways (aside from capital provision) can power companies contribute to developing China’s wider energy markets? How much further up the value chain are they willing to invest to secure supply?
  • Forming Chinese-international partnerships to develop global projects: what expertise can multi-nationals and multi-laterals bring to China’s pioneers in clean power development and vice versa?


Speakers:

  • Christophe Malet, Senior Vice President Upstream, Hanas New Energy Group
  • Adnan Ezzarhouni, General Manager – China, GTT
  • Tom Earl, Chief Commercial Officer, Venture Global LNG
  • Andres Pena, President & CEO, NEW GALLEON
  • Ross Stewart Campbell, Chairman, Oil & Gas Council (Session Moderator)

 
5:15 – 5:30pmConcluding remarks and close of first day 
 
5:30 – 8:30pm: Networking Drinks Reception 

Hosted by:

 


Assembly Day 2: Thursday, 21st September

08:15 – 09:00am: Registration, refreshments and networking

09:00 – 09:15am: Welcome remarks; summary of day 1 and scene setting for day 2

  • Ross Stewart Campbell, Chairman, Oil & Gas Council

 
09:15 – 09:25am: Upstream Address

  • Yumin Yang, Vice President, Commercial, Government Affairs and Communications, ConocoPhillips China

 
09:25 – 10:25am: Session 5: The Future of China’s Upstream

  • Is this new ‘recovery stage’ of ~$50 oil the right time to turn our focus back to upstream?
  • Will Chinese oil production continue to decline?
  • All eyes on the new domestic entrants: what are the profiles, drivers and future strategies of this new influx of players?
  • How are NOCs optimising their E&P portfolios and will IOCs continue with their divestitures?
  • OFS: what role will local and foreign oil field services play in developing China’s upstream?
  • With a diversified market and diversified resources, what is the scope and appetite for new entrants to develop new ventures? Will operators ever get marketing rights?
  • When will we see the market unlocked and shale oil & gas development becoming a reality?


Speakers:

  • Robert Hinkel, COO - Asia Pacific, Husky Energy
  • Angela Ge, Former Director, New Ventures and Deputy Chief Economist, CNODC
  • Michael Jones, Director, Business Development and Technology, Fortune Oil
  • Yumin Yang, Vice President, Commercia & Government Affairs, ConocoPhillips China
  • Ulf Henning Richter, Associate Professor of Global Business and Strategy, Tongji University (Session Moderator)

 
10:25 – 11:00am: Refreshment break and networking
 

11:00 – 12:00pm: Session 6: Outbound vs Inbound: Deal Flows and the New Wave of Chinese Buyers

  • How much influence will the government have on restricting future outbound M&A and foreign currency movements?
  • Are Chinese companies getting more involved in strategic investments than conventional company acquisitions and what are their deal types, sizes, geographies and sectors?
  • What are the drivers of the tier 2/domestic entrants investing internationally? Is there a lingering interest in upstream, or will we see more mid- and downstream deals being done?
  • What are the NOCs’ global portfolio strategies and how do they measure the efficacy of their domestic vs international investments?
  • Where are the future opportunities for city gas, distributed energy and CNG/LNG for transport?
  • What impact will the One Belt One Road policy have on deal flow and what will the future trade deals look like?
  • Where can internationals invest in China’s clean energy and power generation markets?


Speakers:

  • Bo Li, Director, Investment Department, Geo-Jade Petroleum
  • Ding Lin, Managing Director, Fosun Group
  • Zhang Wei, Senior Manager, Business Development, United Energy Group
  • Gavin Thompson, Senior Vice President and Head of Asia Pacific Research, Wood Mackenzie
  • Unis Chong, Managing Director and Head, Energy & Natural Resources, Bank of China (Session Moderator)

 
12:00 – 1:15pm: Lunch and networking opportunities
  

1:15 – 2:15pm: Session 7: China’s Gas Outlook: Successful Portfolio and Marketing Strategies to Meet the Needs of a New Energy Landscape

  • A new norm: with gas demand uncertainty and sustained price depression where and when will we see the light at the end of the tunnel?
  • What new gas projects and developments will influence global LNG supply and how are these projects innovating/reinventing the wheel to capture future market share?
  • How are gas trading and marketing strategies evolving to successfully optimize LNG portfolios whilst meeting the needs of future buyers?
  • What emerging international gas trends should Chinese energy companies/buyers pay close attention to?
  • Will North American gas be the biggest global contributor to meet Chinese energy demand, if not, who? Africa? Australasia? Russia? The Middle East?
  • What is the most important challenge our industry still needs to overcome to ensure its long-term success?

Speakers:

  • Maggie Jia, Vice President, Cheniere Marketing
  • Yang Ling, Chief Representative, Global LNG (China), ConocoPhillips
  • Jason Johnson, Managing Director and Head of Natural Resources (APAC), Citigroup
  • Eric YQ Zhu, China Oil & Gas Leader, EY
  • Scott Wilson, Counsellor (Industry Innovation and Science), Australian Embassy Beijing
  • Ross Stewart Campbell, Chairman, Oil & Gas Council (Session Moderator)

 
2:15 – 2:30pm: Concluding remarks and close of Assembly
  


1 – 920日星期三 

上午815分至9时:注册、茶点和建立关系

上午9时至9时15分致欢迎辞和正式开幕式

  • Claire Scott, Managing Director, APAC, Energy Council

上午9时15分至10时15分:第一场:中国全球能源展望实现第十三个五年规划的目标;中国能源改革与中国国家石油公司和国有企业的未来作用;扩大国外获得国内“清洁能源”的机会;一带一路与目前的地缘政治对贸易和投资的影响

演讲嘉宾:

  • Jun Bai, Deputy Director, Institute of Inernational Energy, ICC NDRC
  • Chen Bo, Executive Director, President, UNIPEC
  • Dr Tong Zhu, Director, Department of Energy Economics, Chinese Academy of Social Sciences
  • Yong Xiao, Partner, Dechert (Session Moderator)

上午10时15分至11时00分:茶点休息和建立关系

上午11时至11时15分:主旨演讲

  • Madam Li Yalan, Chairperson of the Board of Directors, Beijing Gas Group

上午11时15分至11时30分:家用燃气前景展望:第一部分

  • Pierce Li, CEO & President, AAG Energy

上午11时30分至中午12时30分:第二场:天然气和液化天然气的增长:需求前景;未来监管价格;改革推动对国内天然气的新投资;新兴的独立燃气公司和液化天然气进口商的增长潜力;新的综合天然气项目

演讲嘉宾:

  • Shan Weiguo, Head of Gas Market Study, ETRI, CNPC
  • Xue Fenghuan, Senior Manager, ENN Energy Holdings
  • Zhu Chen, Managing Director, SIA Energy
  • Chen GangGeneral Manager Assistant, Shanghai Petroleum and Natural Gas Exchange (SHPGX)
  • John Tichotsky, Chief Economist, Alaska Gasline Development Corporation
  • Michael Arruda, Partner and Head, Asia, Baker Botts (Session Moderator)

中午12时30分至下午2时:午餐和建立关系的机会

下午2时至2时15分:家用燃气前景展望:第二部分

  • Glenn Corrie, CEO, Sino Gas & Energy

下午2时15分至3时15分第三场:实现中国清洁能源转型:天然气与煤炭争议;国内外企业投资于清洁能源的机会;目前天然气和可再生能源行业的增长率是否可持续,以及跨国公司与国有企业在进行环保议程方面的作用

演讲嘉宾:

  • Bernard Samuels, Head Global Gas China, Shell
  • Philip Siu, COO, Eco Environmental Investments (Town Gas)
  • Jin Zhang, Senior Managing Director & Chief Operating Officer, US-China Green Fund
  • Dr Jiang Kejun, Director, Energy Research Institute, National Development and Reform Commission
  • Peng Ningke, Managing Partner, China Eco Capital
  • Glenn Corrie, CEO, Sino Gas & Energy (Session Moderator)

下午3 时15 分至下午4 时00 分:茶点休息和建立关系

上午4时至410新兴技术演讲

  • Andres Pena, President and CEO, NEW GALLEON


下午
410分至425LNG项目观点

  • Tom Earl, Chief Commercial Officer, New Ventures Global

下午4 时25 分至5 时15 分:第四场:新兴能源基础设施和电力投资机会:基础设施投资回 报的成功策略是什么?第三方访问与对基础设施资产进行剥离;谁将资助新的发展及中国资本 的可用性? 中国不断发展的电力行业的国内和海外机会

演讲嘉宾:

  • Christophe Malet, Senior Vice President Upstream, Hanas New Energy Group
  • Adnan Ezzarhouni, General Manager – China, GTT
  • Tom Earl, Chief Commercial Officer, Venture Global LNG
  • Andres Pena, President & CEO, NEW GALLEON
  • Ross Stewart Campbell, Chairman, Oil & Gas Council (Session Moderator)

下午515分至530分:结束语和第一天结束

下午530分至晚上830分:建立关系,饮料招待

Hosted by:



2 - 921日星期四 

上午8 时15 分至9 时:注册、茶点和建立关系

上午9时至915分:致欢迎辞;第1天总结和第2天的场景设置

  • Ross Stewart Campbell, Non-Executive Chairman, Oil & Gas Council & CEO, Guanxi Energy

上午9时15分至9时25分:主旨演讲
  • Yumin Yang, Vice President, Commercial, Government Affairs and Communications, ConocoPhillips China

上午9时25分至10时25分:第五场:中国上游产业的未来新兴业者是谁? 在新的油价环境中可以实现哪些回报?克服成熟领域生产下降的挑战;国际石油公司仍然可以获得中国的勘探与生产;油田服务和海外技术的作用越来越大;国家石油公司如何优化其投资组合?石油是否成为中国的短期能源安全战略;预期勘探与生产会有突破?

演讲嘉宾:

  • Robert Hinkel, COO - Asia Pacific, Husky Energy
  • Angela Ge, Former Director, New Ventures and Deputy Chief Economist, CNODC
  • Michael Jones, Director, Business Development and Technology, Fortune Oil
  • Yumin Yang, Vice President, Commercia & Government Affairs, ConocoPhillips China
  • Ulf Henning Richter, Associate Professor of Global Business and Strategy, Tongji University (Session Moderator)

上午10时25分至11时:茶点休息和建立关系

上午11时至中午12时:第六场:境外与境内:中国买家交易流程和新浪潮:涉及中国买家和卖家的近期交易;中国国家石油公司和国有企业何时重建成为主要买家?私营部门的增长战略;政府对境外并购的影响;买家寻找哪些国家和哪些价值链?

演讲嘉宾:
  • Bo Li, Director, Investment Department, Geo-Jade Petroleum
  • Ding Lin, Managing Director, Fosun Group
  • Zhang Weihua, Vice President & General Counsel, United Energy Group
  • Gavin Thompson, Senior Vice President and Head of Asia Pacific Research, Wood Mackenzie
  • Unis Chong, Managing Director and Head, Energy & Natural Resources, Bank of China (Session Moderator)

中午12 时至1 时15 分:午餐和建立关系的机会

下午1 时15 分至2 时15 分第七场:全球天然气展望满足新能源景观需求的成功投资组 合和营销策略:未来全球天然气需求/供应市场动态;新的和创新的天然气项目和发展;新兴 的国际天然气趋势是什么?哪个国家/地区将是满足中国能源需求的全球最大贡献者;天然气 交易和营销策略的演变

演讲嘉宾:

  • Maggie Jia, Vice President, Cheniere Marketing
  • Yang Ling, Chief Representative, Global LNG (China), ConocoPhillips
  • Jason Johnson, Managing Director and Head of Natural Resources (APAC), Citi
  • Eric YQ Zhu, China Oil & Gas Leader, EY
  • Scott Wilson, Counsellor (Industry Innovation and Science), Australian Embassy Beijing
  • Ross Stewart Campbell, Non-Executive Chairman, Oil & Gas Council & CEO, Guanxi Energy (Session Moderator)

下午215分至230分:结束语和大会结束

Upcoming Events

7 November 2017
Eko Hotels & Suite, Lagos, Nigeria
7 November 2017
Alvear Icon, Buenos Aires, Argentina
msgbc-basin-event
28 November 2017
The Radisson Blu, Dakar, Senegal
4 December 2017
Intercontinental O2 North Greenwich, London, UK

United Kingdom

T: +44 20 7384 8056
Bedford House
69-71 Fulham High Street
London
SW6 3JW

Singapore

T: +65 6590 3978
78 Shenton Way
#20-03
Singapore
079120

Houston - USA

T: +1 713 353 4633
Two Allen Center, 1200 Smith Street, Floor 16, Suite 6061

Houston, TX, 77002

USA

Lagos - Nigeria

T: +44 787 550 6366
No. 92 Oduduwa Crescent,
G.R.A., Ikeja
Lagos State
Nigeria
 
 

South Africa

+27 21 001 3884
Great Westerford
Corner Main Rd & Dean Street
Newlands 7700
Cape Town