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Past Events

Emerging Markets Gas Conference

Date: 13 Jun 2017

Venue: 280 High Holborn, WC1V 7EE

Whilst most market commentators expect oil demand to continue to grow over the next twenty years, oil is expected to lose its dominance as the largest component of primary energy supply with cleaner sources such as gas, hydro and renewables accounting for c.40% of supply by 2035.

A growing emerging markets power sector is expected to drive a material increase in gas demand over the next decade driven by rising electricity consumption per capita* and robust industrial growth. Indigenous producers are well placed geographically to supply this demand, often competing with LNG imports that incur comparatively higher transportation costs. 
An upcoming conference hosted by Edison will look at a number of small/mid-cap listed E&Ps that supply emerging economies with gas, often under long term contract with limited oil price indexation. Each speaker will provide an overview of their regional market, where they fit in the gas value-chain and the opportunity for equity investors to participate. 

*China currently consumes less than half per capita than the OECD average and India one tenth