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08:15
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Registration & Coffee
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09:15
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Chairman's Opening Remarks
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09:20
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A medium-term outlook of global oil (demand) price: Analysing the impact of population demographics, wealth and the sustainability of sustainable energy
- China GDP and oil price: Correlations and indications of where oil price is headed
- How demographics and consumer behaviour will impact drive medium and long-term demand for oil
- Sustainability of sustainable energy: Is there sufficient supply of battery metals (lithium and cobalt) to support global decarbonisation?
- What are the supply-chain and cost implications for the scalability of sustainable energy?
- Global supply chain of battery metals versus demand: How are companies adapting investment?
- Commitment to Net Zero 2050: What stats and facts make this a reality?
Speakers
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09:40
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Managing oil and gas in an age of uncertainty
- Volatile oil prices, declining demand and a myriad of voices demanding change signals the global energy transition is in full swing. How are energy corporates dealing with this cacophony?
- What can oil and gas companies do to minimize disruption to their businesses as the world transitions to cleaner energy?
- What is the likelihood of investments in oil and gas projects becoming stranded assets?
- The path to growth: How oil and gas companies can re-position themselves
Moderator
Speakers
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10:20
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Global oil price and market outlook: Triggers to look out for in 2020
- China as a driver for oil markets: What are the triggers to boost China’s demand for oil?
- Trade wars, trade flows, and oil: What is the outlook for oil in the event of an immediate deal? What is the outlook if the trade tensions continue through 2020?
- How will increased regulation and governmental policy shape the oil and gas industry?
- Elections and political pledges: What does the oil and gas market look like if a Democrat is elected US president and halts shale production?
- What is OPECs strategy likely to be in 2020?
- How will OPEC manage the proposed supply cut and avoid geo-political tension in the region?
- Has geopolitics as a risk factor affected investor appetite?
Speakers
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10:40
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Networking Break
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11:10
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Innovation, technology and digitalisation: Market disruptors the oil and gas incumbents need to be aware of
- What new innovations is the Shale industry introducing to further drive down costs? Has Shale’s break-even price bottomed-out?
- What role are NOCs from the region playing in the Shale market? How is Shale continuing to impact the conventional markets?
- What new technologies are being introduced to the market to reduce cost and improve efficiencies?
- How is digitalisation being implemented in the oil and gas markets? How are companies adopting digitalisation?
Speakers
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11:30
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How to evolve from a National Oil Company (NOC) into a fully diversified International Oil Company (IOC)
- Impact of weak global demand for oil: How are the region’s NOCs adapting their business models and investment strategies?
- Investor risk perspectives: How does an international investor differentiate NOCs from IOCs by the way in which their businesses look and operate?
- What are the key pillars that NOCs need to adapt to transform their businesses?
- Where do IOCs see value and opportunities in the region’s oil and gas markets?
- Where and how are NOCs investing and diversifying their portfolios?
- Competition vs. collaboration
Speakers
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11:50
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How are oil companies adjusting their approach to funding and investment given shifts in market dynamics?
- Bank lending vs. development bank financing vs. capital markets: How are oil companies balancing their funding mix?
- New lenders and investors: Is China a new source for the MENA energy sector?
- Oil price volatility and economic growth: How are oil-exporters and oil companies hedging risk so that volatility does not hinder growth?
- Energy transition and energy investment: How are companies’ energy investment strategies adjusting given the increasing demand for sustainable energy? Where do oil companies see themselves fitting in within the changing energy environment
- What are the key challenges in funding oil service companies? How are service companies working with NOCs and what are the challenges in undertaking non-core activities?
Moderator
Speakers
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12:20
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IPO, M&A, joint-ventures and private equity: How to successfully secure non-bank investment for projects and assets
- How can the region’s oil companies monetise their infrastructure assets?
- What types of investors are on the hunt for oil and gas assets? What are their criteria for investment?
- Private equity and the 5-7 year turn around model: How to successfully work with private equity houses to develop projects
- Successful IPO: When and how to approach the public equity markets
- Outbound and inbound M&A: How to structure deals in and out of the region for NOCs
Speakers
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13:00
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Chairman’s closing remarks and close of conference
Speakers
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