|07:00 - 08:30
Registration and Breakfast
|08:30 - 08:35
||Chairman's Opening Remarks
|08:35 - 09:30
Opening Address and Fireside Chat:
The Impact of the New Administration on US Energy Policy and the Future of Renewable Energy and Natural Gas
Bill Richardson, Governor of New Mexico (2003-2010), Former U.S. Energy Secretary, U.S. Ambassador to the United Nations and Member of the U.S. House of Representatives
Moderator: Euan Craik, CEO Americas, Argus
|09:30 - 09:45
|09:45 - 11:15
||Session 1: Production, Pricing and Politics – The Changing Natural Gas Landscape
- What basins are key growth areas and what areas are in transition or decline? What is the future of drilling economics in the next six months to a year? How has the decline in oil drilling impacted associated gas production and what will this dynamic look like in the future?
- What short and long-term natural gas price forecasts have been projected? Will $4 gas in 2017 become a reality? How have coal plant retirements, LNG exports, Mexico’s market and industrial demand impacted pricing and what is the outlook for the future?
- Looking forward – An outlook for production: What are the growth opportunities for natural gas in North America? How has increased industrial demand in the Midwest, coal plant retirements and Mexico’s market impacted production growth and economics?
Porter Bennett, Board Member & Executive Energy Advisor, Drilling Info
Andrew Bradford, CEO, BTU Analytics
Brian Pieri, Marketing, Natural Gas, NGLs and Crude, LINN Energy
Moderator: David Givens, Head of Natural Gas and Power Services, North America, Argus
|11:15 - 11:45
|11:45 - 13:00
Session 2: Supplying Mexico’s Market
- What E&P investments are being made in Mexico? How much production will come from the domestic market and how will gas prices impact new drilling activity?
- What is the outlook for natural gas demand from Mexico through 2020? What sectors will be key areas of demand growth? How much gas will be supplied by the US versus other regions? How might the Trump administration impact exports to this market?
- Who is investing in pipeline and transportation infrastructure and how much capacity is projected to come online? What are the current routes to market? How will regulatory uncertainty impact infrastructure projects?
Rosanety Barrios, Head of Industrial Transformation Policy Unit, SENER
Guillermo Turrent, CEO, CFE Internacional and CFEnergia
Santiago Garcia, CEO, Santa Fe Gas
Moderator: Ken Irvin, Partner, Co-Chair Energy Practice Team, Sidley Austin LLP
| 13:00 - 14:30
| 14:30 - 15:45
||Session 3: Panel Discussion - Gas Demand for Power Generation and Competing Fuels
- What is the future of natural gas demand from utilities under an uncertain Clean Power Plan and coal plant retirements?
- Will upgraded power generation equipment improve efficiency and decrease future fuel demand?
- How are wind, hydro and other renewable power sources competing with natural gas generation? How are utilities managing fuel flexibility and changing economics?
- What is the status of the regional haze rule and how might this impact utilities in Texas?
Lynda Clemmons, VP Business Solutions, NRG Energy
Craig Adams, Director of Gas Supply, Calpine Corporation
Tim Sherwood, Vice President, Gas Supply Operations, Southern Company Gas
Robert Hardman, Vice President of Fuel Supply, Dynegy
Moderator: Bill Loveless, Co-host, Columbia Energy Exchange
| 15:45 - 16:00
| 16:00 - 17:00
||Session 4: Driving Natural Gas Demand – US Industrial Expansions and Global Consumer Growth
- How much new methanol and petrochemical processing capacity will be added through 2025? How much natural gas will this sector use and how does gas compete with other feedstock alternatives? Will North America’s methanol market continue to grow or will activity become stagnate because of oversupply?
- What is the future of growth for the US ammonia and fertilizer markets? Are production economics in the US still attractive to producers? Who is investing in new ammonia and urea expansion projects? Will ammonia imports into the US continue to decline?
Dave McCaskill, VP Methanol & Derivative Services, Argus
Mike Hamm, Manager, Raw Materials, CF Industries
Moderator: Steve Weber, Vice President, Petrochemical Consulting, Argus
| 17:00 - 17:30
||Bus Departs for Minute Maid Park
| 17:30 - 22:00
Baseball Outing: Astros vs. Braves
Minute Maid Park - 501 Crawford St, Houston, TX 77002
*Complimentary transportation to be provided