Anxiety is the watchword for today’s oil markets. Will there be enough oil to meet demand and provide an adequate safety margin? Or will oil supplies be perceived as inadequate in coming months and drive oil prices to new record highs? Along with short-term concerns about adequate supply, there is a pervasive, longer-term anxiety about supply and demand fundamentals, investment patterns, and the evolving industry structure. In this Global Oil Executive Roundtable, CERA experts will provide analysis of the short-term oil markets and then turn to the longer-term issues that will shape the future of the oil industry, using CERA’s 10 Big Questions for the Oil Industry.

Perceptions regarding liquefied natural gas (LNG) have swung in recent years from unbridled optimism toward today’s more pessimistic view of project delays, prohibitive costs, and concerns over resource nationalism. The conventional wisdom is that access to LNG is an enduring competitive advantage in a sellers’ market. CERA will provide the market fundamentals context—both short and long term—based on our unique coverage of global markets, before testing the conventional wisdom and exploring with participants future paths.

CERA insight presented at this Roundtable will provide a framework for clients in their strategy development and investment decision making during the next six months months, as they consider the risks and rewards in the global LNG market and its likely impact on regional gas markets.