Rystad Energy Bangkok Briefing

Time

Session

3:00 – 3:30 pm

Registration

3:30 – 3:40 pm

Welcome remarks

Santaya Hiranwongweera, Vice President, Business Development, Rystad Energy

3:40 – 4:00 pm

Net zero pitfalls and opportunities

• Global policy turmoil - how does it impact Thailand and corporate decarbonization?
• What is the cost of carbon neutral products and are people willing to pay?
• Is carbon market all about cost or could carbon markets present an opportunity?

Jon-Erik Remme, Senior Vice President, Carbon Markets Research, Rystad Energy

4:00 – 4:20 pm

LNG-to-power : Will imports lock in high prices?

• State of elasticity in global LNG markets
• Henry Hub fundamentals crucial to upcoming import markets
• US tariff impacts on global liquefaction projects

Lu Ming Pang, Senior Analyst, Gas and LNG Research, Rystad Energy

4:20 – 4:40 pm

Thailand power price: Comparative analysis of energy source options

• LCOE comparison of coal, gas, hydro, wind, solar and solar+BESS
• Sensitivity analysis on LCOE range – gas price, BESS sizing
• Current bottlenecks and quick-win solutions

Raksit Pattanapitoon, Senior Analyst, Renewables & Power Markets Research, Rystad Energy

4:40 – 5:25 pm

Panel discussion – Beyond the buzzwords: What AI really means for energy and sustainability

- Christopher Osborne, Partner, Nishimura & Asahi

- Jason Lee, Head of Sustainability, CIMB Thai Bank

- Marty Sinthavanarong, Head of International Business, Gulf Development

- Wichanee Chayraksa, Business Development Advisor, Chevron

Moderator: Vijay Krishnan, Managing Director and Head of APAC, Rystad Energy

5:25 - 5:34 pm

Closing remarks