Terrell Benke

IHS Markit

Executive Director, Global Gas and LNG Group, Energy

Terrell Benke is an Executive Director in the Global LNG group of IHS Markit. Her responsibilities include leading the research and management of the IHS Markit LNG retainers which span the entire value chain and include real-time cargo level trade to long-term forecasts. Ms. Benke’s expertise includes competitive strategy analysis of the major players in the global gas industry with a particular emphasis on risk analysis of the LNG value chain, value chain modeling, and supply-side fundamentals. Prior to joining IHS Markit through its acquisition of PFC Energy, she managed the gas subscriptions practice at PFC Energy for eight years. Prior to that, Ms. Benke worked in various capacities in the energy industry including developing analytic, strategic, and commercial expertise in LNG at Chevron and El Paso Corporation. While at Enron and Resources for the Future, she held commercial and analytic roles in the deregulating electricity business. Ms. Benke holds a BA from the University of Virginia and an MBA from the University of Chicago.

Sessions With Terrell Benke

Wednesday, 3 March

  • 02:10pm - 02:40pm (CST) / 03/mar/2021 08:10 pm - 03/mar/2021 08:40 pm

    Strategic Dialogue

    Global LNG: Where in the cycle are we?

    Panel Markets/Economics/Strategy Gas & LNG

    After a tumultuous year in which spot LNG prices swung from record lows to record highs and billions of dollars of final investment decisions were postponed, what will 2021 bring? The looming wave of capacity expansion is set to be the biggest ever with the recent FID on the Qatari mega-projects adding to the record level of sanctioning in 2019. How will this wave affect global gas markets—and returns on project investments—in the years ahead? Complicating matters, while underlying fundamentals suggest that the surplus conditions that characterized much of 2020 will likely still be in play, this outcome is not guaranteed. Participants face the challenges of making investment and contracting decisions at an uncertain stage of the cycle, as well as a greater focus on capital discipline.