Under the patronage of His Highness Sheikh Mohamed bin Zayed Al Nahyan, President of the UAE

تحت رعاية صاحب السمو الشيخ محمد بن زايد آل نهيان، رئيس دولة الإمارات العربية المتحدة

Supported by

Amena Bakr

Head of Middle East & OPEC+ Insights

Kpler

Amena
Amena

Amena joined Kpler in 2025 as the Head of Middle East Energy & Opec-plus research at Kpler based in Dubai. She leads the analysis and client engagement on oil markets, Opec policy, political trends and risk assessments in the Middle East and Gulf Arab region. Prior to her current role, Amena was a senior research analyst with Energy Intelligence Group for a year. Amena was also Energy Intelligence’s Chief Opec Correspondent and Dubai Deputy Bureau Chief for the past eight years. In that capacity, Amena received several international journalism awards for her work that covered energy news and analysis related to Saudi Arabia and other Opec countries. In 2023, she received the Opec award for best journalist, and in 2019, The International Association for Energy Economics gave her the award for Excellence in Written Journalism for covering the energy sector. Amena was also an Energy Correspondent for Reuters news agency for six years, posted in Dubai, Doha and Riyadh. Amena holds a Bachelor of Arts in Business Administration from the Arab Academy for Science, Technology & Maritime Transport in Egypt, with a major in management information systems.

Session Overview
Wednesday, 5 November
10:45
Hydrogen Conference Room A 10:45 - 11:25
The emerging role of Gulf nations in the global hydrogen economy

With abundant renewable resources, active carbon capture capabilities and significant natural gas reserves, Gulf states are ideally placed to develop giga-scale hydrogen projects. A stable investment environment and advanced energy infrastructure further support both a sizeable domestic market and export ambitions, particularly given the favourable geography for exporting to major consumption centres like Europe and Asia, meaning Gulf nations are primed and ready to produce cost-effective green and blue hydrogen. As legacy oil majors pivot to low-carbon fuels, the region’s unique advantages – which include hydrocarbon expertise, a strategic location and supportive policies – have the potential to solidify the Gulf’s position as a global hydrogen hub.     

Attendee insights: 

Hear from experts on how the Gulf’s distinctive infrastructure, policy environment and technical expertise can drive hydrogen market growth, fuelling international collaboration and sustainable development.

15:10
Natural Gas & LNG ICC Hall B 15:10 - 15:50
Financing gas and LNG: de-risking investment in a volatile landscape

Global natural gas and LNG projects face a complex convergence of financial, geopolitical, carbon intensity and market challenges that jeopardise their viability despite rising demand. Capital cost volatility, including tariffs on specialised materials, labour shortages and rising interest rates, make cost projections unreliable. Simultaneously, shifting government policies, export controls, and environmental regulations, including pauses on new export approvals, create ongoing uncertainty for investors.

To navigate current and future financing challenges, project developers will need to prioritise robust risk management, map clear long-term demand and profitability projections, cultivate secure, strong partnerships and contracts with buyers, and more. The U.S. market has seen renewed interest in debt lending and equity participation in LNG projects, with comparatively lower risk profiles and long-term returns.

However, critical questions remain: how can developers align financing strategies with diverse investor expectations? What makes a project attractive in today’s environment? And can project developers continue to secure equity partners to support timely FIDs and long-term resilience?

Attendee insights:

Explore the evolving capital landscape for natural gas and LNG, the strategies needed to de-risk investment, and how stakeholders are navigating the path to financing the next generation of supply projects.

14:30
Hydrogen Conference Room B 14:30 - 14:50
Unlocking hydrogen’s potential: from first-of-a-kind projects to global scale

Hydrogen has become a cornerstone of industrial decarbonisation strategies – and its successful deployment at scale hinges on overcoming first-mover challenges. From navigating the risks of first-of-a-kind projects to securing final investment decisions, the path to a viable hydrogen economy demands coordinated action, resilient partnerships, and robust policy support.

In this Energy Talk, Roeland Baan, CEO of Topsoe, will share practical insights on how to accelerate hydrogen deployment globally, along with key insights into an industrial size electrolyser manufacturing facility built by Topsoe in Denmark. The session will explore the commercial, technological and policy conditions required to derisk early-stage projects and drive momentum toward bankable scale-ups, outlining how innovative business models and strategic alliances can break through today’s barriers and unlock a more resilient, low-carbon energy future.

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