Houston Gas Briefing Breakfast

31

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March

Houston

Overview of event

Since the inauguration of US President Donald Trump, the prospect of tariff wars has sent shockwaves through global markets. Tariff threats across North America, the imposition of 15% Chinese import tariff on US LNG, and US import tariffs on metals, such as steel and aluminum, are fueling uncertainty.

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For the global gas market, these measures could disrupt infrastructure development, drive up costs, and alter established trade flows.

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Join us on March 31 for an overview of Kpler’s 2025 roadmap for gas and LNG, as well as an in-depth analysis of how escalating tariffs could reshape the LNG landscape and what it means for key market players.

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Date: Monday, March 31, 2025
Time: 7:30am - 11:00am
Location: Texas Tower, 12th Floor
Address: 845 Texas Ave, Houston, TX 77002

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Please contact events@kpler.com for more information

Agenda

7:30am - 8:30am

Registration and breakfast

8:30am - 10:00am

Briefing

10:00am - 11:00am

QA & Networking

Key Questions:

Overview of Kpler's 2025 roadmap for gas & LNG
How is US-China LNG trade being affected by China’s 15% US LNG import tariff, what are the risks of a trade war and how are Chinese offtakers of US liquefication plants re-routing flows?
Which LNG importing nations have the biggest trade deficit with the US and could be next in line for tariffs?
What impact could import tariffs on critical materials used to build US liquefaction plants have on construction costs and FID prospects?

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Highlights

Reid I'Anson

Senior Analyst - Macroeconomy and Cross Commodity

Reid joined Kpler over six years ago as a crude analyst and has grown alongside the company ever since. Based in Houston, Reid has a near decade of experience studying the intersection between global demand conditions and the state of commodity markets with a particular focus on emerging markets. Before joining Kpler, Reid obtained a masters degree in Economics from the University of Houston. He also holds a bachelors degree in Finance. You will regularly find him quoted in the financial press or appearing on tv to provide timely updates on the state of commodity markets across the globe.

Hadrien Collineau

LNG & Gas Market Analyst Team Lead

Hadrien joined Kpler in August 2024 and leads our LNG data operations team, which guarantees the data quality of Kpler's gas & LNG deliverables and enhancements. He started his gas & LNG career a decade ago with Wood Mackenzie, successively covering global gas & LNG modeling and short-term European gas. His focus then shifted resolutely to LNG when he joined Energy Aspects as their lead LNG analyst, and he spent several years as a Kpler client, as the main analyst on the LNG trading desks of SEFE and Socar Trading. Hadrien is based in London and holds an MSc in engineering from Supélec and an MSc in Metals & Energy Finance from Imperial College.

JP Lacouture

Principal Insight Analyst - Natural Gas & LNG

JP joined Kpler in June 2024 and leads Kpler Insight’s analytics in North America, South America, and the Middle East. JP began his career as an upstream oil & gas analyst, creating economic models of individual oil and gas fields in Oceania and the US. He then spent nine years on the LNG & Natural Gas consulting team at Poten & Partners, where he worked on projects for myriad industry players. In particular, JP was heavily involved in commercial and market due diligence for nearly every North American LNG project. JP is based in New York and holds a BSc in Geological Engineering from Colorado School of Mines.