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Monday, June 19, 2017
15:00 - 17:30 Preconference Workshop: Evaluating and Maximizing Maritime Markets

View all the workshop information
(additional registration required) 
18:00 - 20:30 Saint Arnold Opening Cocktail Reception & Brewery Tour
  • Open to all registered conference delegates
  • Transportation to and from the Hilton Post Oak provided- Bus leaving hotel promptly at 6pm
  • Brewery address: 2000 Lyons Ave., Houston, TX 77020
Tuesday, June 20, 2017 Main Conference Agenda
08:00 - 9:00 Registration and Morning Refreshments 
09:00 - 09:05

Chairperson’s Welcome and Opening Announcements

09:05 - 10:00 Day 1 Morning Keynote Presentation- Oil market overview and Washington perspective on key policy issues: This morning keynote featuring a leading energy analyst and former energy advisor to President George W. Bush will provide a synopsis of the energy markets and transition into Washington policy and geopolitical issues globally.
  • A global outlook for crude and refined products
  • Explore the unusual volatility in prices over the last 10 years 
  • Assess key policy issues
  • Analyze the impact of Trump administration policy, taxation and other regulations  
Bob McNally
Founder and President
The Rapidan Group
Former Energy Advisor
President George W. Bush
10:00 - 10:30 Evaluating export trends, issues and options: This presentation will cover recent US refined product and crude oil export market trends and some of the key market and regulatory issues that producers and logistics firms may face in the future.
  • Demand growth rates in importing countries
  • The changing export product slate
  • Import versus export decisions
  • Likely MARPOL VI effects
  • The potential effects of border taxes
  • The effects of Shale Oil 
Edward Arnold
Consulting - Americas
10:30 - 11:00 Morning Networking Break
11:00 - 12:30 Session 1- Trapped Oil - Freeing Inland US Production as Global Competition Intensifies

Pipeline market overview:
Take a deep dive into the pipeline market and evaluate this mode from a variety of angles including quality, specifically when moving heavy from Canada to the USGC via pipe; bottlenecks and current infrastructure driving the need for new infrastructure as well as the overall cost effectiveness of this mode of transport.
  • Explore crude quality when utilizing pipelines for movements
  • Assess infrastructure bottlenecks and planned projects
  • Understand the financial aspects of pipelines and how they continue to be the most economically viable option 
Eric Peterson
Director, Energy Market Strategist
ARB Midstream, LLC

Port of Houston case study- Evaluating shoreline infrastructure and projects: Join this talk to understand the landside improvements and ship channel upgrades in progress and planned for the Port of Houston. Learn how will these investments will influence the USGC shipping dynamics and about what are some of the other infrastructure upgrades coming in the next few years among other logistics topics:
  • Explore landside components and ship channel improvements
  • Assess how this will impact the crude and supply products supply chain for the USGC
  • Analyze other upcoming infrastructure upgrades and logistical considerations 
Bruce Mann
Director, Freight Mobility
Port of Houston

Open exports - Cause and effect: The lifting of a ban on continental US exports of crude oil marked one of the most remarkable shifts in global energy policy, a reversal of the role the US has held in global energy markets since the 1970s. But a policy change doesn’t immediately mean more oil on the water, and competitive US production has had trouble accessing global markets, as a victim of infrastructure mismatches. 
  • How the export ban lift continues to greatly impact, and add to congestion in  shoreline destinations for crude and refined products
  • Evaluate which projects are likely to succeed and which may struggle, and why
  • Details of lightering, which remains both one of the best and one of the most troublesome (and expensive) tools for US crude exporters to meet demand in cost-competitive large cargo sizes
Gary Morgan
Director, Market Analysis, Deep Sea Tankers
Clarksons Platou Shipping Services USA LLC
12:30 - 14:00
Networking Luncheon

Track A: Crude and Refined Products Exports

14:00 – 15:30 Session 2A: Assessing the Supply Chain Markets for Crude and Refined Products Exports

Emerging trends in U.S. crude oil and petroleum product exports: This presentation will highlight current and emerging trends in U.S. exports of crude oil and refined products as well as other key factors including logistical constraints, peculiarities in EIA data, the role of backhaul economics, and more.
  • Explore export destinations and analyze market dynamics
  • Explain the peculiarities in EIA crude oil export data
  • Highlight the role backhaul economics plays in U.S. crude oil exports
  • Analyze current trends in U.S. exports of gasoline, distillate, and propane 
T. Mason Hamilton
Petroleum Markets Analyst, Office of Energy Markets and Financial Analysis
U.S. Energy Information Administration

Upstream production outlook and anticipated supply and trends: This presentation will take a look at the geopolitics and anticipated global crude production. How much Bakken and Permian crude is expected to be drilled and how will the global supply level impact pricing for refined products around the world? We will also evaluate trends and anticipated market conditions including light/heavy spreads and other market fundamentals. Attendees of this presentation will:
  • Overview of the global E&P market
  • Assess anticipated production for 2017 and beyond
  • Explore geopolitical considerations and trends in OPEC 
Mara Roberts
Senior O&G Analyst
BMI Research

Evaluating inland infrastructure and bottlenecks:In this talk we will discuss the infrastructure development needed to get production from onshore basins to the shoreline and ships.
  • Assess changes in basins that are seeing an uptick in production
  • Explore if infrastructure from these production points is sufficient
  • Analyze the persistence of bottlenecks in the supply chain and anticipated projects to overcome these bumps in the road
Mark Babineck
Editor, Argus Petroleum Transportation North America

Track B: Freight Markets and Waterborne Movements

14:00 – 15:30 Session 2B: Trends in Americas Freight

Oil exports, storage data and waterborne monitoring: The movement of crude oil and refined products cargoes for imports and exports can be a key indication for storage levels and overall market dynamics of both crude oil and refined products. These trends in waterborne movements and cooresponding storage data can provide key metrics for organizations throughout the supply chain.
  • Learn how Genscape effectively and efficiently monitors crude oil and refined products waterborne movements
  • Gain insights on how this directly relates to monitoring of storage for crude oil and refined products
  • Review data that can help to predict storage trends and provide insight on key export arbitrage movements
Suzanne Danforth
Director, Downstream Product Development

Hillary Stevenson
Analyst, Oil Market and Business Development

Tanker management and offshore crude oil operations: This presentation will give a marine markets overview for tankers and offshore crude operations. How can you overcome marine bottlenecks so they do not impact the midstream and what are the considerations for operating vessels to trade internationally with varying logistical structures?
  • Hear an overview for marine markets and tanker operations
  • Explore how to overcome marine bottlenecks
  • Understand how to conduct marine trade internationally with varying logistical structures
Captain Carlos Yamamoto
Yamamoto Consulting LLC 

Shipbrokers versus satellites: New technology is rapidly eroding the informational advantages traditionally enjoyed by shipbrokers. It’s easier than ever to tell where a ship is, what it is carrying and where it is going. Consolidation in vessel ownership alongside on-screen trading capabilities may undermine the appeal of traditional shipbroking, but information gaps persist.
  • How shipbroking will evolve in an “Uber-like” vessel-tracking world
  • Legal implications of a peer-to-peer shipbroking world for charterers and ship owners
  • How the drive to transparency could create new hedging tools
Peter Gardett
Bureau Chief

15:30 - 16:00 Afternoon Networking Break
16:00 – 17:30 Session 3A: Financial Considerations for Exports

Pricing expectations for crude and refined products
: What is the global appetite for US crude and are those figures anticipated to remain the same? There is plenty of crude at Corpus, Houston and Louisiana, but what effect will Dakota Access bring and how  that could impact prices? 

  • Explore international demand for North American crude
  • Assess how the newly approved Dakota Access Pipeline will impact supply and the light/heavy spread
  • Anticipated demand going forward
John Auers
Executive Vice President
Turner Mason & Co.

Financial risk management: In the petroleum market, we have come to expect extreme price volatility due to the macroeconomic pressures, geopolitical issues, capital flows and currency fluctuations causing dramatic swings in underlying values. But how do you effectively manage your risk in a $50/barrel market, whether you are a consumer or producer? We will discuss the challenges and opportunities to utilize financial risk management strategies to create a boost to your bottom line in an otherwise challenging market environment.
  • Improve margins and budgets 
  • Maximize best practices to navigate volatility 
  • Prepare your balance sheet to withstand fluctuations in the market
Gregory Broussard
Senior Director - Energy Derivatives
Cargill Risk Management

Mexican Energy Reform- U.S. Refined Products Export to Mexico: Refined products export to Mexico is a huge area of focus as reform unfolds. Will trade through the USGC be a long-term market for refiners and transporters or will this turn out to be fool’s gold?
  • Hear an assessment of Mexican Energy Reform and  supply and demand estimates for gasoline, diesel, and jet fuel 
  • Understand Mexican refined product logistics and how new logistical projects such as rail transport, port expansions, and pipelines are important to satisfying Mexico’s continual need for U.S. refined product exports
  • Explore long term outlooks and the importance of Mexico as an outlet for USGC refined product
Mike Lopez
Market Research Coordinator
EAI Inc.

Jeff Leto
Refining, Product Supply & Logistics
EAI Inc.

16:00 – 17:30 Session 3B: An Evolving Market: Change Management Strategies for Freight Market Participants in Uncertain Times

A year after the Panama Canal expansion- Cause and effect for the liquid freight market: Take an in-depth look at the impact the canal expansion has on the global marine shipping market. We will analyze Panama Canal transit statistics to examine the current and anticipated shifts in routes, as well as the LPG and LNG markets.
  • Changes on the Bunker Route
  • Panama Canal Transit Statistics
  • Routes Changes
  • New dynamics for LPG and LNG
Nicolas Vukelja Duque, MBA
Former Vice President
The Panama Maritime Chamber
CCO & Owner
Terramar Oil & Services
Maritime Advisors Inc.

Financial and physical strategies for a Border Adjustment Tax market: The impact on underlying commodities trade from the border adjustment tax proposal before Congress has been widely analyzed, but approaches to managing pipeline and transport risks and optimizing transport-driven opportunities has received less attention. Physical and financial hedging strategies can be adopted to contend with the impacts of the proposed BAT, and this session will address those approaches as well as the related market impacts.
  • Analyze trade and operations considerations for the border adjustment tax 
  • Evaluate hedging and arbitrage strategies for both financial and physical traded commodities markets 
  • Discuss how the BAT and resulting market shifts will impact both pipeline and freight transportation 
Alex Vugman
Managing Partner
Ulysses Commodities 

A global outlook for quality, testing and specifications: This presentation will explore the ISO spec changes and the impact quality standards for both crude and refined products. Additionally we will take a look at both onshore and offshore testing and reasons why samples fail inspection. During this talk we will:
  • Assess testing procedures and what to look for in specs
  • Understand the market for crude and refined products in light of the new IMO regulations
  • Explore new trends in testing from both an onshore and offshore perspective 
John Barbarise
Chief Operating Officer
Plaza Marine Group

17:30 – 19:30 Evening Cocktail Reception

Wednesday, June 21, 2017 Main Conference Agenda (cont.)

08:00 - 09:00 Registration and Morning Refreshments
09:00 - 09:05 Chairperson's Welcome and Day 1 Recap
09:05 - 10:00 Day 2 Morning Keynote Presentation: Energy Trade Dynamics between Mexico and the US- Opportunities, Infrastructure and Outlook: There has been a dramatic uptick in Mexican import dependence from the US. Join us as we discuss trade value, US crude exports, the outlook for Mexican Energy Reform and details within the trade deficit; and evaluate key hydrocarbons including natural gas, crude oil and refined products:
  • Trends around increases in Mexican import reliance 
  • USGC export market outlook
  • Analysis and forecasting future curves around Mexican Energy Reform
  • Market analysis for hydrocarbons including natural gas, crude oil and refined products
Adrián Lajous
Former CEO, Chairman of the Board
Pemex Group
Non-resident Fellow
Center on Global Energy Policy, Columbia University
10:00 - 10:30
Maximizing US products into Mexico through transactional awareness: This presentation will continue our analysis on refined products into Mexico and discuss the outlook for rail lines and overall transport optimization. By assessing recent transactions, we will evaluate how trucking is increasingly competitive, particularly for shipments to the western region of Mexico. We will explore options in overcoming some common obstacles within in these transactions; paying specific attention to ancillary costs.
  • Follow a truck and rail transaction all the way through its process
  • Understand how to overcome major obstacles present within these transactions
  • Explore optimization strategies for different logistics options 
  • Evaluate easily overlooked ancillary costs which can further lead to significant expense reductions 
Mark Luitwieler
VP Supply and Logistics
Flagship Resources
10:30 - 11:00 Morning Networking Break
11:00 - 12:00
Session 4: Permitting and Security 

Infrastructure permitting for the midstream
: In this presentation we will examine key fundamentals for permits and changes expected from the Trump administration. Furthermore we will discuss cross border access for the USGC and evaluate the status of pipeline projects related to permitting.
  • Examine infrastructure permitting considerations for the midstream
  • Evaluate expected changes from the Trump administration
  • Discuss cross boarder access for the USGC
Keith Benes
Senior Advisor
Goldwyn Global Strategies, LLC

The evolving geopolitical and security matrix for energy infrastructure investments: With the new administration’s focus on domestic infrastructure and trade policy, there is considerable uncertainty in how markets, politics, and security will overlap. This presentation will discuss these new trends and how intensifying and volatile conflict with both traditional security threats as well as long-time allies like South Korea and new partners like China, both major destinations for the new crude oil exports from the US, make this an unusually important moment to evaluate the intersection of security issues with US energy export infrastructure.
  • Evaluate the intersection of politics, security, and markets
  • Understand the threats posed by conflict and unrest, and how that will affect crude and refined products exports
  • Assess terrorism and heightened interest for ISIS and other groups to target energy shipments and infrastructure 
Andrew Holland
Director of Studies and Senior Fellow for Energy and Climate
American Security Project
12:00 - 13:00 Closing Keynote Address: Refiner's perspective: Midstream and downstream considerations for the domestic and international markets: This talk will discuss refinery dynamics including supply and demand balances for crude and refined products. Additionally we will explore pricing, quality, export vs import economics, the outlook for additional capacity and other key considerations. The discussion will look at how to optimize refining and midstream assets as crude flows and fuel grades shift.
  • Explore global refining dynamics
  • Understand supply and demand balance for crude and refined products
  • Assess pricing and export vs import economics
  • Analyze the outlook for additional capacity
Joseph Israel
President and CEO
Par Petroleum
13:00  Chairperson’s Closing Comments and Conclusion of Event

USD Group

Cargill CRM


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Join delegates for a tour of Saint Arnold Brewing Company, Texas' Oldest Craft Brewery on Monday, June 19th at 6:00PM

St Arnold Brewery Logo

Saint Arnold Brewing Company

2000 Lyons Ave.
Houston, Texas 77020