|08:00 - 09:00
||Registration and Morning Refreshments
|09:00 - 09:05
Chairperson’s Welcome and Opening Announcements
|09:05 - 09:45
||Shifts in Export Infrastructure: With the continued evolution of US exports; what are some of the key considerations for moving crude and products? This talk will discuss new terminal projects and capacity for the USGC including Corpus, Port of Houston and Port Arthur. Additionally we will discuss developing export points and how this will impact the overall shipment for crude and products internationally.
- Assess new terminal expansion projects
- Analyze sustainably for crude exports in the US Gulf coast
- Evaluate the advantages for exporting from Corpus Christi, Port of Houston and Port Arthur
- Discuss which ports and export locations might develop in the coming years
Senior Vice President, Liquid Hydrocarbons Marketing
| 09:45 - 10:15
||Optimizing Refining and Midstream Assets as Crude and Fuel Grades Shift: 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
President and CEO
|10:15 - 10:45
||Morning Networking Break
|10:45 - 12:00
||Session 1: US Exports and the Chinese Market – A Perfect Match or Trade War Brewing?
Chinese demand, import infrastructure and refining capacity: The growth in Chinese refining capacity will help ensure a balanced market for crude, but Chinese refined products are increasingly spilling over into the seaborne market. What is driving Chinese demand, and how will this affect global oil trade?
- Explore how China’s surplus of refining capacity and rising product exports are partially offsetting growth in crude import requirements
- Understand how China matched the massive build-out in US export capacity in terms of its ability to import, store and refine crude and what this means for US exporters
China/Asia Energy Editor
Trade under Trump- A trade war brewing?: Hear an update on NAFTA, KORUS, TPP and other international trade agreements. Additionally, hear how the Trump Administration is turning to seldom used U.S. trade laws to protect steel, aluminum, solar cells and other domestic industries from import competition as part of his American First agenda as well as an update on the brewing trade war with China.
- Assess the outlook for the U.S. – China trade relationship and the future of the World Trade Organization
- Understand how a protective Trump administration views current international agreements
- Explore US foreign policy and how it its impacting international energy trade
Mayer Brown LLP
The evolving geopolitical and security matrix for energy infrastructure investments: With the Trump 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
Director or Studies and Senior Fellow for Energy and Climate
American Security Project
|12:00 - 13:45
|13:45 - 15:00
||Session 2: Constraints on Infrastructure Development (North America and Abroad)
Challenges of developing infrastructure projects in North America- Funding, timing, regulatory issues: Hear a port perspective on infrastructure projects and the outlook for VLCC's. Additonally this talk will analyze some of the recent port expansions in the USGC and other developments for US crude exports.
Delivering product to the Mexican market- Infrastructure and transportation: This talk will explore the progress on moving products since the liberalization of the Mexican market. Join this discussion to hear an update on terminals and rail utilization as well as how limited storage capacity continues to bottleneck the supply chain. Additionally we will provide details on what is moving and an outlook on future infrastructure investments.
- Understand a port’s perspective on operations, activity and capacity
- Explore potential details on projects and the future of VLCC's
- Analyze the progress and advancement in infrastructure to move product into Mexico
- Hear and update on storage capacity, terminals and rail projects around the border
- Assess product movement volumes and whether existing infrastructure is sufficient
Vice President, Business Development
Fireside Chat- Leveraging Market Intelligence, Advocacy and Commercial Diplomacy to Maximize International Exports: Understand how the US Department of Commerce can assist with due diligence, market research and intelligence to assist organizations in the exports market. Additionally we will explore how partnering can help you to identify potential trade partners and set your organization for success when entering new markets.
- Analyze how collected data can optimize product movements internationally
- Assess strategies for commercial diplomacy for global exports
Senior International Trade Specialist, U.S. Commercial Service
U.S. Department of Commerce, International Trade Administration
|15:00 - 15:30
||Afternoon Networking Break
|15:30 - 17:00
||Session 3: The Hunt for Red Hot Markets
Global arbitrage opportunities and US crudes in the international markets: Take an in-depth look at growing price disparities between international markets and understand the benefits and challenges purchases weigh within arbitrage. Explore the dynamics of buying from overseas and how those markets differ from region to region. Learn how imports including the coastal US, Midcontinent and Gulf coast can alter or disrupt the traditional flow of products inside the US and assess the corresponding North American crude oil supply environment and applicable pricing implications. Additionally we will provide an outlook for the global supply/demand balance going forward.
- Understand inconsistencies in purchasing options for crude and products domestically vs oversees refiners should keep an eye on
- Hear details on arbitrage and understand how to calculate proper metrics
- Learn details on international flows and key demand regions and a description of current US oil exports
- Assess the global pricing implications related to supply and demand balances
Vice President, Business Development
Mediterranean crude markets impacting the global supply and demand balance: Recently there has been a divergence from Russian crude for Mediterranean refiners for a variety of reasons including Libyan crude availability. How has this impacted the global market and what does this mean for competition in the global market? Join this talk as we discuss:
- Diversification away from Russian crude for Mediterranean refiners
- How much Libyan crude will be available
- Impact of long-term competition to Europe from Indian, Middle Easter and Asia-Pacific refiners and the effect on crude demand
Latin America export dynamics from the USGC: Hear an in depth viewpoint on the export market for products with particular focus on Mexico and the rest of Latin America.
- Understand where US refined products exports go
- Analyze what is the US exporting and seasonality of exports
- Evaluate the main export facilities in the USGC and USWC
|17:00 - 19:00
||Evening Networking Cocktail Reception
Open to all conference delegates