How hydrogen derivatives will drive demand

Transforming hydrogen into derivatives like ammonia, methanol and e-fuels can turn a point-to-point product into a more liquid, tradable commodity. Given this fuel’s energy density and transportability, the global trade in hydrogen derivatives has immense potential to connect regions with abundant renewable resources to those with high demand. Industrial applications can further expand the market, with related products expected to play a role in the decarbonisation of hard-to-abate sectors through the provision of cleaner fuel alternatives. By leveraging existing infrastructure and established global markets, derivatives can reduce supply risks for off-takers and offer lenders greater certainty – both of which are key factors in securing project financing. Ultimately, this shift toward derivatives has the potential to unlock the demand depth and scale required for hydrogen to become a cornerstone of the low-carbon energy transition.  

Attendee insights: 

Explore how the rise of hydrogen derivatives can foster liquidity, attract investment and unlock new commercial opportunities across multiple industries.  

How geopolitics is reshaping the natural gas and LNG market

Geopolitical tensions and shifting global alliances are fundamentally reshaping the natural gas and LNG landscape, fueling market volatility, disrupting supply chains, and reconfiguring trade flows. This shift is forcing a complete reconfiguration of global energy flows. Europe now competes with Asia for US LNG cargoes, while traditional pipeline routes give way to flexible seaborne trade. Even as the U.S., Qatar and others expand their roles as global LNG suppliers, buyers seek to avoid over-reliance on any single source, leading to more market-based trading and a need for sophisticated risk management.

Nations are prioritising energy security and diversification over traditional supplier relationships, and LNG is increasingly positioned not just as a commodity but as a strategic asset for both producers and consumers in an increasingly fragmented and risk-prone global energy market.

Attendee insights:

Examine the strategic interplay between geopolitics, energy security, and LNG markets, and gain access to exclusive executive insight into how companies and governments are navigating the uncertainty ahead.

The strategic advantage of natural gas and LNG in the energy transition

Natural gas - and LNG in particular – is forecast to play an important role as the fuel of choice in the multifaceted energy system. However, although natural gas is supporting global energy security, particularly in Europe, where LNG supplies have increased by 15% since 2022, many argue gas should not be considered a long-term solution and its transition needs to be fast tracked. Many markets, particularly Asian, will look to affordable and secure LNG supply in their efforts to phase out coal in the decades ahead. Additionally, access to gas supplies will potentially play an important role in securing new energy supply to meet high volume AI demand. Given the conflicting pressures on gas production, what is the long-term future for natural gas? How can LNG establish itself as the fuel of choice during the energy transition and beyond?

Attendee insights:

Understand the role of natural gas and LNG during the energy transition, the perspectives on what role it may play in the long-term, including meeting high volume AI demand, and what may enhance or impede its growth potential in the global energy mix.

Investing in reliable grid infrastructure to deliver renewable capacity and energy efficiency commitments

Tripling renewable capacity and doubling energy efficiency by 2030 is seen as critical to achieving a sustainable and low-carbon energy future. However, this initiative faces a unique set of challenges for each goal, including the lack of investment in the grid infrastructure needed to deliver renewable energy from generation sources to end-users, as well as driving operational excellence through the adoption of efficient electric technologies like heat pumps, EVs, etc. While long-term operational costs are lower compared to traditional fuels, the initial investment can be a barrier for investors as can long ROI windows. Collaboration across all stakeholder groups including utilities, grid technology vendors, investors and others will be needed to de-risk investment and deliver a reliable grid infrastructure that will enable increased renewable capacity and energy efficiency.

Attendee insights:

Understand the significant role of investment in establishing a modernised, reliable grid infrastructure to enable renewable energy capacity.