As winter approaches, global LNG and European gas markets face renewed uncertainty driven by shifting trade flows, geopolitical upheavals, and evolving climate regulations. BloombergNEF will present the latest outlook on gas supply, demand, and pricing dynamics across Europe and the global LNG landscape – highlighting the key drivers, risks, and scenarios to watch. The event will also feature a timely discussion on the EU Methane Regulation which is set to reshape gas flows.
This event will be held in English. This event will be off-the-record.
Agenda
Registration & Networking
- 14:30 – 15:00
Welcome Remarks
- 15:00 – 15:05
Alex Latto
Account Manager, BloombergNEF
Europe Gas Market Outlook | Q&A
- 15:05 – 15:30
Europe’s benchmark gas prices remain sensitive to unplanned supply risks, geopolitical tensions and weather uncertainty as the region heads into the winter. BloombergNEF will provide an up-to-date view of the outlook for gas supply and demand balance for Europe, including a range of possible scenarios.
Iryna Sereda
Head of European Gas, BloombergNEF
Global LNG Market Outlook | Q&A
- 15:30 – 16:00
Weakness in China’s LNG demand amid trade tensions is heavily influencing the benchmark spot prices. A number of new liquefaction projects are set to start over the winter season, bringing more cargoes from the US, Mexico, Australia and Africa. Weak Asian demand, new supply and possible re-entry of Russian LNG will shape up the winter season LNG market dynamics. BloombergNEF will provide insights into the winter global LNG balances and explore the key uncertainties that could shape prices over the season.
Abhishek Rohatgi
Head APAC Gas & Global LNG, BloombergNEF
Between Washington and Beijing: Europe’s Geopolitical Bind | Q&A
- 16:00 – 16:30
Europe is facing mounting pressure from all sides: higher U.S. tariffs, an ongoing war in Ukraine, and a strained relationship with China. These challenges are redefining the continent’s prospects for growth and stability. Bloomberg Economics will deliver a clear assessment of Europe’s geopolitical and economic outlook, examining the risks, policy responses, and potential scenarios for the region in the months ahead.
Antonio Barroso
Europe Geoeconomics Lead, Bloomberg Economics
Methane Debate | Q&A
- 16:30 – 17:00
The prospect of rewarding methane performance triggered a boom of differentiated natural gas supply, primarily in the US – although price premiums remained modest. Now, with the EU Methane Regulation set to reshape gas flows, the spotlight is shifting to low-methane gas. This panel will explore the emerging reality where emissions transparency becomes a trade requirement not just a climate commitment, and what that might mean for the evolution of low-methane gas and its premiums in the global market.
Maria-Olivia Torcea
Associate, Upstream Oil – Emissions & Methane Lead, BloombergNEFIryna Sereda
Head of European Gas, BloombergNEF
Long-Term Electricity Demand Trends | Q&A
- 17:00 – 17:30
Electricity demand is set to rise steadily through mid-century in BloombergNEF’s long-term energy transition scenarios. Rapid uptake of electric vehicles and the growth of data centers are among the strongest new demand drivers. This session will provide insights into the main drivers shaping electricity consumption and how the power generation mix evolves to meet growing demand.
Seohee Song
Energy Economics Analyst, BloombergNEF
Networking Reception
- 17:30 – 19:00
Speakers
Iryna Sereda
Iryna Sereda leads BloombergNEF’s European gas markets analysis that covers supply-demand fundamentals and quantitative modelling. Over the years of her career Iryna was a gas market specialist at companies including Energy Exemplar (Plexos), Refinitiv (LSEG), Roland Berger, Naftogaz. She holds an MSc in Oil and Gas Enterprise Management from the University of Aberdeen.
Abhishek Rohatgi
Abhishek Rohatgi is Head of BloombergNEF’s Global LNG & APAC Gas Research. He joined Bloomberg Singapore office in 2016 and leads BloombergBEF’s research on global gas/LNG market covering the demand, trade and price fundamentals. Abhishek holds a Masters in Energy Science and Technology from ETH Zurich, Switzerland and a B.Tech in Electrical Engineering from IIT Delhi, India.
Antonio Barroso
Antonio is the Europe Geoeconomics Lead, based in Geneva. He is also an adjunct professor at Science Po in Paris. Previously, he co-launched the geopolitical risk unit of consulting firm Teneo and worked as a Senior Analyst at Eurasia Group. He holds a PhD from the London School of Economics and Political Science.
Maria-Olivia Torcea
Maria-Olivia Torcea is responsible for BloombergNEF’s coverage on upstream oil and gas emissions, with particular focus on methane.
Prior to joining BloombergNEF, Maria spent three years in industry as a geophysicist. She holds a BSc in Earth Science from the University of Glasgow and an MSc in Petroleum Geoscience from Imperial College London. She is based in London.
Seohee Song
Seohee is an Energy Economics analyst at BloombergNEF. Mainly covering the company’s flagship report, New Energy Outlook (NEO) which provides an energy transition outlook for decarbonization, her role spans from data management to modeling and analysis on the power sector as well as buildings, transport and industry sectors.
Her previous experience in the energy sector involves working with the Energy Efficiency team at the International Energy Agency (IEA) and sustainable project development in developing countries at the United Nations . She holds a master’s degree in International Energy from Institut d’études politiques de Paris (Sciences Po, Paris).