Bi Webinar – What Next for Long-Term Contracting Activity After 2025’s Bull Market | February 25

Last year long-term contracting activity neared 2022’s record levels on the back of an unprecedented six final investment decisions taken on US projects. We calculate that 87 SPAs totaling 71.7 MMt were signed last year for primary and secondary deals combined. With FIDs centered on US projects, gas pricing was dominant, while Brent slopes fell across the board except for 20-year contracts. Aggregators continued to boost sales into key markets while suppliers sold at a slower pace. Traders also sold more volumes last year into emerging markets. Join us on February 25 for a deep dive into contracting trends and expectations for long-term LNG pricing. The webinar will look at: • The main trends in long-term LNG contracting activity in 2025 • Whether the FID momentum in the US will continue • Brent-linked LNG slopes: will they start to gain popularity among buyers on weaker crude oil fundamentals? • Expectations for the evolution of supply; can the LNG market absorb the waves of new production expected next year? • Will gas-to-power projects resurface in emerging markets as part of demand creation to absorb the LNG surplus?

February 25

9 AM Houston | 10 AM New York | 3 PM London | 5 PM Athens/Doha | 6 PM Dubai | 10 PM Perth/Singapore

Moderator:  Jason Feer, Global Head of Business Intelligence, Poten & Partners Panel: Sergio Chapa, Senior LNG Analyst, Poten & Partners Melanie Lovatt, Sr. Financial Advisor, Poten & Partners Kit Wong, Head of Business Intelligence, Asia Pacific, Poten & Partners REGISTER for the webinar here