Agenda Overview

An Industry Leaders Perspective: The Current Outlook for Major LNG Export Project Development

• With the third wave of US LNG development well underway, this session will bring together senior leaders representing major project owner / operators to take stock of current progress and what the future holds for an expected $100 billion investment before the end of the decade.
• Join us as they share their take on the current landscape including project updates, execution & design strategies, the permitting & regulation outlook, emerging contracting models, the evolving craft labour picture, supply chain & logistics.

Owner / Operator and EPC Executive Interview – Mega Project Delivery

• Hear exclusive insights from a major project developer and EPC partner who are actively constructing / operating their facility and associated infrastructure.
• Discover the key strategies for success: how they navigated FEED to FID, broke ground and scaled up construction, worked with key regulatory agencies, ensured operational readiness during commissioning and start up.

The Global LNG Supply, Demand and Project Outlook

As the global appetite for clean and secure energy continues to grow, an increasing number of regions and developers are looking to progress projects and secure long term offtake agreements. Join us as we discuss:

• Major project updates globally
• Offtake and pricing trends
• Expected capacity and demand milestones to 2050
• The current state of play in key LNG development hubs including North America, Australia, Qatar and other emerging players

Evolving Contracting & Partnerships in Major LNG Export Projects

Project stakeholders are still searching for flexible, balanced contracting paradigms that distribute commercial risk equitably and sustain competition, while protecting viability and ensuring no party is exposed to excessive risk exposure or cost overruns.

Topics include:

- Evolving models of project delivery 
- Breaking up EPC scopes and awarding distinct segments to different contractors
- Impacts of the trend toward consortium & joint ventures
- Bridging the gap between financing & evolving contracting models
- Strategies for appropriately apportioning risk in each model

Managing Complexity - Best Practice in LNG Project Coordination and Delivery

As LNG megaprojects grow in scale and intricacy, the success of project delivery hinges on the ability to coordinate multiple contractors, align stakeholder interests, and apply hard-won lessons from previous projects, all while ensuring quality and profitability in an unpredictable environment.

Topics include:

- The impact of complex contracting on owner & EPC teams
- The rise of the ‘integration manager’
- Mitigating interface & accountability issues created by the increasing volume of contractor partnerships
- Strategies for extracting, interpreting, and fulfilling contractual obligations
- Best practice in project delivery & oversight framework to ensure success

Maximizing Value through LNG Modularization and Fabrication

As global and domestic demand for flexible LNG solutions intensifies, the industry is seeing both mounting opportunity and increased complexity in the deployment of small-scale, modular LNG plants.

Topics include:

• How the labor shortages, remote sites, regulatory timelines and accelerated schedules are driving the modularization imperative

• Complications created by shifting tariffs & global supply disruptions

• The importance of recognising project specific conditions on potential scope & application

• Optimum time to start planning start in the project cycle

• Aligning the owner, EPC & fabrication yard schedules

Delivering Quantitative Value in Modular LNG Construction

Despite significant industry interest and robust growth in modular LNG, transparency is limited, with few developers sharing actionable quantitative data to objectively prove cost, schedule, or safety improvements compared to traditional builds, leaving developers unable to make fully informed decisions.

Topics include:

• Stick build vs modular execution case study

• Does it deliver on the expected cost, schedule and manpower savings

• What broader, harder to quantify benefits such as safety & quality

Permitting & Regulation - Clearing the Path for Gulf Coast LNG Export Growth

The new Administration has resumed LNG export license approvals and accelerated federal review timelines, aiming to stimulate American energy independence, but fragmented state vs federal regulations and environmental permitting continue to create complexity and potential bottlenecks for developers.  Agencies to include DOE, FERC, USCG, TCEQ, LDEQ & MARAD.

Topics include:

• Key updates relevant to the LNG Export community

•  Efforts to ensure regulatory continuity to enable long-term planning

• What more can be done to remove bottlenecks at a Federal & State level

• Agency plans to meet the significant volume of demand due to expanded project pipeline

From Wellhead to Liquefaction: Managing Nitrogen in Permian Gas for LNG Exports

• Technical & operational challenges - where in the midstream chain is nitrogen best removed?  

• Commercial & economic dimensions - impact on LNG pricing and contracts, who pays for the nitrogen removal?  removing nitrogen vs blending with richer gas?

• Strategic and market implications - opps for midstream companies to differentiate with nitrogen solutions

• Collaboration & policy - midstream / upstream collaboration, partnership opps and share infrastructure models

Natalie Gayden, SVP - Gas, Enterprise Products Partners
Kris Kindrick, SVP - Commercial, Kinetik 
Zach Lee, CEO, ARM Energy 
Kevin Blount, CEO, BCCK

Navigating Unstable Feedgas Composition - Technical and Operational Solutions for LNG Export Facilities

Unstable feedgas composition, particularly rising nitrogen content, declining CO₂ levels and overall leaner gas composition from sources like the Permian Basin, is creating serious operational hurdles for U.S. LNG plants. Facilities face lower efficiency, disruption of existing CO₂ removal systems, and process hazards when methane-rich streams interact with incinerator operations.

Topics include:

• Make gas composition issues a central part of project feasibility and technology selection

• Liquefaction plants feed gas design basis and pipeline tariff gaps

• Impact on process design decisions

• Deploying advanced technologies, e.g., NRUs

• Strategies for monetizing swing component

MODERATOR: Dipanjan Bhattachary, Technology Manager LNG & Gas Processing, Kiewit
Roberto Vara, VP LNG Technology, Operations & Project, Freeport LNG

LNG export project development now faces unprecedented supply chain disruptions, driven by unpredictable tariffs, shifting regulations, and global market volatility. These challenges are also coupled with growing demand from AI and data center construction, intensifying competition for key equipment such as turbomachinery and transformers.

Topics include:

• How are OEMs and equipment suppliers addressing surging demand and delivery constraints

• How can project owners best interface with the supply chain.

• Importance of upfront coordination between project and supply teams

• Strategies to hedge risk

• The impact on early design choices

•  Adoption of multi-scenario planning

•  Assessing supply and contracting alternatives deeper into the project lifecycle

Darya Swaby, Vice President Supply Chain Management, Next Decade

Site Preparation Best Practices - Ensuring Project Success from the Ground Up

Developing LNG export facilities inevitably means facing challenging site conditions including, poor soil stability, remote or marshland locations. If managed poorly this can introduce major risks to costs, schedule, and safety.

Topics include:

• What must be prioritised prior to construction

•  The importance of early and comprehensive site investigation

• Effectively deploying advanced geotechnical methods?

• The use of experienced sub-contractors?

The global floating LNG (FLNG) sector is undergoing rapid expansion, with capacity set to more than triple by 2030 as technology maturity and modular development drive new opportunities.

Topics include:

•  Advances in compact, energy-efficient liquefaction processes (especially SMR and DMR)

•  Improvement in operational reliability and utilization rates

• Adoption of modular and phased development approaches

An Industry Leaders Perspective: Operational Excellence and Reliability Leadership - Securing the Future of North American LNG

Topics include:

• Strategic leadership for optimizing reliability, asset performance, and operational readiness across multi-train, high-capacity projects.

• Navigating the rapidly evolving regulatory, environmental, and supply chain challenges specific to Gulf Coast LNG, including hurricane resilience and emissions management.

• Driving cross-functional collaboration to ensure safe, efficient high-volume exports while mitigating risks and maintaining profitability as global market, technology, and stakeholder expectations change.

• The role of continuous improvement, innovation, and best practice sharing for long-term operational success in one of the world’s most dynamic LNG regions.

Maintenance Methodologies for LNG Export Facilities - Integrating Reliability, Proactivity, and Asset Performance

Driven by the industry’s need for enhanced reliability, safety, and operational efficiency, LNG export facilities face a critical challenge in developing and implementing robust, integrated maintenance strategies including Asset Performance Management (APM), Reliability-Centred Maintenance (RCM) and Condition-Based Maintenance (CBM).

Topics include:

• Building fully integrated maintenance organizations, developing proactive and responsive routines

•  Real-world approaches for optimizing maintenance costs, improving asset uptime, applying condition-based and risk-based methodologies

• Integration of maintenance planning with asset management systems and strategic supplier contracts

• How and where to implement digital tools

Standardizing Operations for Scalable LNG Growth

• Strategies for developing and implementing robust operational standards

• Approaches to overcoming barriers to standardization including legacy systems, cultural resistance, and diverse site conditions

•  Leveraging industry-specific standards to drive consistency and safety across LNG facilities

• The role of continuous improvement, lessons learned, and cross-site collaboration in achieving sustainable project outcomes and maintaining best-in-class LNG operations

• Integrating digital tools and data-driven management systems for monitoring, compliance, and optimization of standardized practices across the portfolio

Advancing Turnaround Excellence in Gulf Coast LNG Operations

• The challenge of maturing turnaround procedures for a relatively new LNG industry and lessons learned from upstream oil and refining

• Approaches to forecasting, contingency planning, and adapting to evolving industry conditions and regulatory requirements

• Strategies for scheduling modifications, upgrades, and maintenance in live facilities

• Difficulty of applying standardized planning to terminals with unique processes, equipment, and operational constraints

Comparing Clean Handover and Integration Models in LNG Commissioning and Start-Up

• Understanding the operational differences between the clean handover and true integration models during commissioning and start-up.

• The potential for hybrid approaches and their benefits

• How project-specific challenges, including unique site characteristics and contractual variability, influence the choice and adaptation of handover models

• Benefits and challenges of owner/operator staff shadowing versus embedding within EPC teams for daily coordination, troubleshooting, and readiness

• Exploring the impact of each approach on schedule, knowledge transfer, safety, and operational reliability as LNG facilities transition from construction to live operation
   

Aftermarket Strategy for LNG Export Facilities - Navigating Complexity and Unlocking Value

• Navigating complex relationships between operators, EPCs, OEMs, and aftermarket vendors, including legacy contracts and integration of new agreements

• Building robust partnerships and negotiating effective service agreements to ensure long-term reliability and responsiveness

• Developing strategies for greater visibility and control over aftermarket activities post-EPC, including digital solutions and data integration

• Optimizing logistics, inventory management, and cost control for spares, repairs, and support across complex multi-train LNG sites

• Managing regulatory changes and market volatility that impact aftermarket procurement, compliance, and operations

Embedding Regulatory Compliance Across the LNG Project Lifecycle

• Key updates relevant to the LNG Export community

•  Efforts to ensure regulatory continuity to enable long-term planning

• What more can be done to remove bottlenecks at a Federal & State level

• Agency plans to meet the significant volume of demand due to expanded project pipeline

Capital Markets Meets Concrete:  Aligning Financial Strategy with Megaproject Delivery

This keynote speech discusses bridging capital market expectations with large-scale project delivery realities – and then understanding how CFOs can integrate financial strategy with construction execution on multibillion-dollar LNG builds.

• Balancing capex discipline with scale and speed

• Mitigating construction risk while keeping investors informed

• Financial structuring of phased brownfield expansions

• Insights into Cheniere’s financial governance model during CCL Stage 3

Zach Davis, Chief Financial Officer, Cheniere Energy
 

LNG Capital Outlook – Appetite, Models & Risk in a New Era

Global Capital at a Crossroads: Bankability in a Fragmented LNG Market 

• How geopolitical shifts, election cycles, and cost inflation are influencing investor confidence in LNG projects

•  The current rotation of capital between gas, renewables, and transitional assets

• How ESG scrutiny and disclosure obligations are reshaping risk appetite and debt terms

•   Which commercial models and revenue structures financiers still consider viable

• The outlook for US policy and its impact on permitting, timelines, and foreign capital engagement

Page Dillehunt, Managing Director, Credit Agricole Corporate & Investment Banking  
Chris Buckingham, Managing Director – Infrastructure & Energy Debt Advisory, Evercore 
Leopoldo Gomez, Vice President - Global Infrastructure Finance, Citi Corporate & Investment Banking 
Mark W. Menezes, Former Deputy Energy Secretary of the United States;  President & Chief Executive Officer, United States Energy Association 

From Buyer to Partner – What LNG Offtakers Seek from US Sellers

• How buyers are redefining “bankable” sellers through transparency, carbon certification, and flexible supply terms

• Whether long-term SPAs can coexist with shorter, optional contracts demanded by new buyers

• How ESG and decarbonisation commitments are influencing procurement and partnership choices

• Emerging models of collaboration between buyers, developers, and financiers to share risk

• How regulatory and pricing uncertainty affects buyer confidence and deal momentum

Jeremy Knop, Chief Financial Officer, EQT 
 

Financing LNG in a Shifting Contract Landscape: Structuring Finance for a Post-SPA World

• How developers can align debt structures with increasingly flexible or short-term offtake agreements

• Evolving lender expectations on credit strength, insurance, and counterparty transparency

• Managing capital expenditure and debt service when revenue visibility is uncertain

• Using innovative instruments such as blended finance, green bonds, or carbon-linked facilities

• Lessons from recent project financings on managing hybrid tolling or merchant exposure

Jonathan Bass, Chairman & Chief Executive Officer, Argent LNG
Prof. Susan Sakmar, Board Member, Flex LNG (and) Visiting Professor of Law, University of Houston Law Center
Jenny Solomon, Vice President – Portfolio Governance & Analysis, Woodside Energy

Global Capital Meets US LNG – International Investor Perspectives on How Global Investors Are Powering US LNG

• What motivates sovereign wealth funds, ECAs, and private equity to back US LNG in today’s market

• How structural and legal factors influence cross-border capital deployment

• The balance investors are striking between LNG, renewables, and broader energy transition portfolios

• How the US government and multilateral agencies are supporting large-scale LNG buildout

• How institutional investors assess risk and return in a maturing LNG asset class

George Bilicic, Vice Chairman, Investment Banking & Global Head of Power, Energy & Infrastructure, Lazard
Dr. Ahmed El Sherbiny, Vice President - Energy Transition Fund, Copenhagen Infrastructure Partners

Unlocking Demand: Financing LNG Exports into Emerging Markets with Risk Constraints
 

• Why credit and guarantee limitations still exclude many emerging market buyers from LNG access

• How policy, DOE export rules, and financing criteria shape market entry for non-FTA countries

• The role of sovereign backstops, pooled guarantees, and multilateral insurance in reducing risk

• Lessons from India, Pakistan, and Sub-Saharan Africa on affordability and access challenges

• How blended finance and public-private partnerships can expand bankable demand for US LNG

Nick Eusepi, Senior Vice President – Accounting, Commonwealth LNG 
Jarrod Agen, Executive Director, National Energy Dominance Council

Keynote Panel: An Unprecedented Power Boom - Supercharging Projects to Match Demand

• How major utilities, IPPs, and key stakeholders are managing a huge spike in power demand from AI data centers 

• Engaging and managing stakeholders to accelerate permits and approvals from regulators 

• From idea to execution: the makings of bankable large-scale power generation projects

Elaina Ball, Chief Strategy Officer, CPS Energy
Eliecer Viamontes, CEO, Entergy Texas
Jason Altobelli, Director - Energy & Infrastructure Partnerships, Google

Market Overview: Number Crunching the Growing Power Generation Market

• Review of the number, location, and scale of power projects announced and under construction

• Insights into how the energy mix is evolving amid surging power demand

• Breakdown of how tariffs and supply chain risks are impacting CAPEX costs

Innovation in the Design and Execution Phase to Deliver Gas Power Projects

• Modularization and prefabricated construction approaches for different sites and conditions

• Digital solutions and automations to accelerate project timelines and solutions 

• Optimizing behind-the-meter gas projects: Overcoming logistics and installation challenges

Matt Neal, President - North America, Siemens Energy
Mike Katora, Power Market Executive, Zachry Group
Kyle Harris, Vice President - Business Line Manager, Kiewit

Optimizing the FEED Phase: Power Project Site Selection, Partnerships, and Securing Supplies Early

• Site selection, geotechnical engineering, and scheduling: with a rise of power projects set to come online, get the early project planning set out right to ensure effective delivery

• Impact of tariffs and global supply shortages on large-scale power projects

• Collaboration across multiple projects, states, and regulatory climates to ensure regulations are adhered to, and key equipment is supplied 

TBC, Excel USA

Move Fast and Build Projects: Accelerating Power Projects to Serve Data Centers

• Structuring power purchase agreements: Design flexible and scalable PPAs that ensure long-term supply security at a predictable price with project developers.

• Moving fast: Expedite project timelines by working closely with developers, construction contractors, and streamlining regulatory approvals through strong relationships with all key stakeholders.

• Behind-the-meter strategy that benefits all: Ensuring local ratepayers aren’t penalized by surging gas demand from data centers.

(Moderator) Rekha Sharma, Technical Director, GE Vernova
Travis Wright, VP - Energy Utilities, QTS Data Centers
Shelley McCain, VP - Energy Strategy, Align Data Centers
Ghassan Saroor, Director - Power Generation & Transmission, CyrusOne
Shawn Smith, VP - Energy Infrastructure and Integration, Lambda

Accelerating Reliable Power Solutions for AI Infrastructure

• Innovative Behind-the-Meter Approach

• Engineering Excellence & Scalable Design

• Collaborative Execution for Future Growth

Manish Misra, GM Capital Projects, Chevron

Fireside Chat: Collaboration to Power a Multibillion-Dollar Data Center Project

• The makings of the project: covering site selection, partnership, and managing power supply

• Stakeholder management: presenting the benefits of the projects to the Baton Rouge community, including job opportunities and environmental management

Philip May, CEO, Entergy Louisiana

Getting Projects onto the Grid Faster and Unlocking New Capacity 

• Regulators, RTOs, and utilities discuss the ever-increasing load being added to the grid and how this impacts future power projects

• Securing your place in the queue and overcoming interconnection challenges 

• Microgrids and storage solutions to unlock new capacity

(Moderator) Cynthia Kay Niemeyer-Tieskoetter, Policy Advisory - Natural Gas, Power Markets & Trade, API
Moshe Bonder, Director - Origination, National Grid
Alice Jackson, VP - Grids, Breakthrough Energy 
George Faatz, Director, Market & Commercial Strategy, Southern Gas Company


ERCOT Presentation: Adapting and Upgrading Texas’s Grid Infrastructure

• Demand-side management: How Texas is approaching supercharged load growth

• Weatherization and solutions to boost grid efficiency, resilience, and security

• Managing grid congestion and interconnection delays as new power plants come online

Woody Rickerson, COO, ERCOT

KEYNOTE PANEL: Unleashing the potential of the US to become a nuclear powerhouse  

• What utilities, EPC firms, OEMs, banks and policy makers see as both opportunities, risks and drivers or stallers of nuclear construction

• Macro-drivers: energy demand, decarbonisation mandates, infrastructure needs 

• Utility investment decision timelines: what is required to reach FID in the next 3-5 years 

• Role of supply chain OEMs and EPCs in enabling cost vs schedule certainty 

Eric Williams, COO, TerraPower
Aaron Johnson, SVP Nuclear, AECON
Ahmet Tokpinar, VP & GM - Nuclear, Bechtel

PANEL: Next-gen bankability and risk-sharing models for nuclear projects - How investors, utilities, and EPCs can structure viable funding for first-of-a-kind and early commercial projects

• Funding mechanisms driving market momentum;  tax credits, DOE loan guarantees, and public-private risk sharing

• What financiers want: stable offtake, predictable cash flow, and regulatory clarity vs what they see as barriers

• Capital stack structures and evolving approaches to risk allocation

• Making nuclear projects bankable: lessons from early-stage deals

• Innovative offtake models for industrial and grid customers

• Overcoming capital-raising challenges for FOAK deployments

• Perspectives from financiers: how risk perceptions are evolving 

• Global vs. domestic competition: what lessons from other countries (UK, Canada, Asia) can the USA draw on?

Tricia Pridemore, Commissioner, NARUC
Craig Piercy, Chief Executive Officer, American Nuclear Society
Jeff Merrifield, Chair, U.S. Nuclear Industry Council
Roland Backhaus, Senior Counsel - Nuclear, Vistra
Nicholas McMurray, Managing Director, International and Nuclear Policy, ClearPath
Nidhi Thakar, SVP, Policy, Clean Energy Buyers Association

PANEL: Regulatory acceleration and  alignment: Evolving frameworks to build confidence, consistency, and accelerated nuclear deployment

• NRC licensing reform: upcoming rulemakings, Part 53 modernization, and streamlined environmental reviews

• Managing regulatory backlogs: understanding the pipeline of approvals and bottlenecks

• Harmonizing permitting across state, federal, and tribal jurisdictions between NRC, DOE, FERC, and state regulators to improve consistency and predictability

• Supporting innovation: regulatory frameworks for advanced and non-LWR reactor technologies

• Creating regulatory certainty through standard contract frameworks for fuel, safety systems, materials compliance and export standards

• Harmonizing domestic and international standards to enable scalable design and manufacturing

• Managing liability, waste, and long-term stewardship within evolving regulatory models

• Leveraging incentives, tax credits, and government programs to accelerate permitting and project delivery

• Lessons from the NRC, CNSC, and other global regulators on enabling safe, efficient deployment

KEYNOTE PANEL: Mitigating challenges in construction risk and the supply chain via design and innovation

• Examining construction innovation including modularization, digital tools, robotics, and AI in EPC workflows to build nuclear supply chain resilience and mitigate project delay risks and construction bottlenecks

• Embedding constructability into early-stage design to minimize rework and regulatory delays

• Standardizing reactor designs and components to enable replication and reduce FOAK risk

• Improving collaboration between owner, EPC, and OEM teams through integrated digital design environments

• Applying digital twins and real-time data for project visualization, asset tracking, and performance validation

James Wyble III, Vice President – AP1000 Project Development North America, Westinghouse
Matt Saunders, Supply Chain Management SMR & API1000 Projects, Bechtel Corporation
Leena Dhar, VP Nuclear Engineering, Kiewit Nuclear Solutions
Phil Zeringue, Chief Revenue Officer, Nuclearn
Matt Hall, Senior Director of Strategic Projects – Nuclear Innovation, Evergy

PANEL: Risk allocation and risk sharing across EPCs, OEMs, developers, and utilities under current contract norms

• How EPC contracts are structured today, risk sharing among utility, EPC, OEM

• Contract models: fixed price, cost-plus, hybrid, risk share; what seems to be trending 

• How to handle FOAK technology risk in contracts 

• Logistics & supply chain risk: materials, critical equipment, global sourcing 

• Workforce risk: labour availability, training, retention 

• Warranty, performance guarantees, penalties / incentives in EPC contracts

SPOTLIGHTS: SMR deployment in practice; insights from early movers advancing modular reactor construction and commercialization

• 10 mins spotlight

• 10 mins spotlight

• 10 mins spotlight

PANEL: 

• Engineering and design hurdles unique to SMRs

• Financing and supply chain strategies for first-of-a-kind (FOAK) projects

• How modularization is reshaping project delivery and timelines

• Lessons learned for EPCs and suppliers preparing for scale

FIRESIDE CHAT: Delivering today while building tomorrow: How the nuclear sector is moving toward a mixed fleet future

Dawn M Sileo, Executive VP & Chief Nuclear Officer, Energy Northwest
 

CASE STUDY: Scaling nuclear: Integrating AP1000 Deployment and powering the next-generation digital economy

James Wyble III, Vice President – AP1000 Project Development North America, Westinghouse
 

PANEL: Next-gen bankability and risk-sharing models for nuclear projects - How investors, utilities, and EPCs can structure viable funding for first-of-a-kind and early commercial projects

• Funding mechanisms driving market momentum;  tax credits, DOE loan guarantees, and public-private risk sharing

• What financiers want: stable offtake, predictable cash flow, and regulatory clarity vs what they see as barriers

• Capital stack structures and evolving approaches to risk allocation

• Making nuclear projects bankable: lessons from early-stage deals

• Innovative offtake models for industrial and grid customers

• Overcoming capital-raising challenges for FOAK deployments

Ryan Nielson, VP Investment Banking, Clean Energy Transition, Citi
Matt Kittel, Director, Societe Generale
Maheep Madloi, Director, Mizuho Bank
Gary Greenblatt, Vice Chairman, Marathon Capital