Tracing the Hormuz Impact on Global Gas and LNG
With around 20% of global LNG trade transiting the Strait of Hormuz, the Middle East crisis has had a significant impact on hub based gas prices, trade flows, inter regional spreads and portfolio logistics.
As the situation evolves and escalation risks remain elevated, market participants are grappling with cargo redirections, price volatility across basins – responding through inventory management, fuel switching, and emergency procurement.
Join S&P Global Energy for a focused discussion on how the current Strait of Hormuz crisis is reshaping global LNG and gas markets, and what further developments could mean for price benchmarks and market behavior.
Key topics
- Global exposure to the Hormuz disruption across LNG and gas markets
- How prices, benchmarks and inter-basis spreads (JKM, TTF, HH) are reacting, and could move further
- Markets, industries, and government responses to manage the fallout
Combining insights from gas fundamentals, LNG pricing and trade flows, our speakers will connect unfolding physical risks with real time trading activity, helping market participants assess exposure, manage uncertainty and navigate an environment where escalation risks remain firmly on the radar.
FREE ONLINE WEBINAR STARTS IN
Speakers
Alun Davies
Executive Director and Head of European Gas
Alun Davies, Executive Director, S&P Global, is a specialist in European gas and power markets, and has over 19 years of experience in the energy sector. He heads gas research for the EMEA Integrated retainer service, specializing in market fundamentals, quantitative modeling, and research. His expertise includes price forecasting, market strategy, fundamentals analysis, European gas market design and operation and the competitive landscape for gas with respect to low carbon energy solutions. Prior to joining S&P Global, Mr. Davies worked for six years at a major UK gas and power utility in a variety of roles, including long-term strategy, power modeling, trading, and trade strategy. He holds a Master of Chemistry degree from the University of Oxford.
Kenneth Foo
Global Director, LNG Price Reporting
Kenneth is the Global Director, Price Reporting for the S&P Global Energy's LNG team. In this capacity, Kenneth spear heads Platts' pricing and methodology coverage of regional LNG markets in Asia. In particular, he is directing the development of the Platts JKM™ benchmark and LNG Market-on-Close process. Previously, Kenneth developed pricing and analysis of the coking coal, metallurgical coke and steel markets in Asia for Platts. He is a frequent speaker at LNG conferences at major LNG trading hubs like Singapore, China, Japan and the UK.