Join SGA Chair, Cristie Neller as she outlines how this association with a 100+ year-legacy is positioned to advance our industry forward. Hear how its members are responding to the market’s demands by equipping its more than 600 member companies and partners with robust training and meaningful networking opportunities. Learn how the largest natural gas trade association representing every part of the natural gas value chain spanning North America is uniting for a reliable energy future.

Natural gas demand is growing and storage levels have returned to normal levels. Rigs counts have not responded, so how will the market balance? We will discuss the recent winter season, and how the summer season is shaping up. We will touch on high level themes including weather, LNG, coal and renewables that will influence the market this season and into the future.

This Panel is comprised of leading industry market analysts, a leading renewable natural gas producer, and a major integrated energy company. The Panel offers an up-to-the-minute assessment of market conditions with supporting data and contextual analysis. Emphasis will focus on circumstances specific to the Southeast market, including supply/demand, price outlooks, incremental demand sources (AI Data Centers, LNG Exports, etc.), midstream infrastructure developments (pipeline & storage), clean energy alternatives (RNG), and GHG abatement. Insights provided by this Panel provides an excellent foundation and factual reference point for the overall Forum agenda and ensuing discussions.

The Mastering Short-Term LNG Trading course is designed for energy professionals, traders, and industry stakeholders seeking a deep dive into the complexities of LNG trading, shipping, contracts, and risk management. Whether you are a new entrant in the LNG space or an experienced trader looking to enhance your commercial strategies, this course provides actionable insights, real-world case studies, and expert-driven knowledge to navigate the dynamic global LNG market successfully.

This comprehensive course covers everything from the fundamentals of LNG trading to advanced commercial negotiations, portfolio optimization, and freight market dynamics. You’ll gain firsthand knowledge of key LNG trade routes, vessel selection, pricing structures, and contract execution, equipping you with the skills to identify opportunities and mitigate risks in a rapidly evolving marketplace.

Find out more here: https://www.ldcgasforums.com/reeseenergytraining/

The presentation and ensuing discussion will explore the future of American energy and the vital role of supply chains, production, infrastructure, trade policy and technology in shaping a more secure, reliable and affordable energy landscape.

Specific topics Dan will touch on include:
-Project ‘Stargate’ update
-U.S. Energy Demand Growth
-LNG Exports
-Gas/Electric Coordination
-Infrastructure Buildout
-Policy/Regulation

This panel reveals strategic pathways for gas companies to capitalize on AI-driven demand for reliable, efficient energy solutions. Industry leaders will share firsthand experiences, discussing practical case studies, partnership models, infrastructure requirements, and key risks and rewards of collaborating with tech giants. Gain actionable insights on positioning your natural gas assets to meet the power-hungry needs of tomorrow’s AI infrastructure.

This Panel of industry experts includes representation from one of the largest midstream infrastructure operators, a provider of storage solutions for complex energy infrastructure projects, and a multi-state diversified utility company providing gas and electric distribution. With these three perspectives spanning the value chain, the Panel will explore processes for debottlenecking midstream constraints with new projects, project development considerations including managing supply chain challenges, and end-use market requirements including last mile delivery issues. Implications of up-to-the-minute policy and regulatory developments will also be explored.

This Panel incorporates industry experts from a variety of technology providers spanning the energy value chain who provide innovative solutions to overcoming challenges in infrastructure management. With the recent resurgence in demand for natural gas as a vital energy source, attention turns to ensuring sufficient infrastructure to efficiently and securely move energy from production sources to demand centers. The Panel identify and explore specific technology solutions including digital marketplaces for managing commercial natural gas transactions, software for integrating operations and business intelligence along the energy value chain, short-term, mid-term, and peak load forecasting, and solutions for securing critical physical energy infrastructure installations.

Not even 100 days in, the Trump administration has been making quick work of implementing its policies, which often lie in stark contrast to those promulgated by the Biden administration. Between the numerous presidential executive orders and agency reorganizations, the trajectory of U.S. policy has been sharply adjusted in a short period of time. During this presentation, attendees will be walked through some of D.C.'s most impactful actions to the energy industry, especially natural gas utilities.

Record gas demand and production coincide with natural gas pricing consistent with historical trends. This presentation will discuss how industrial reshoring, expanding LNG exports, and significant investments in digital infrastructure are driving energy growth, infrastructure needs, and market pricing dynamics—amid a shifting policy landscape and evolving pipeline infrastructure challenges.

Jim Redford will take you back to the future when he tells the story of the history of underground natural gas storage at the Dawn Hub, and traces its importance to today and into the future. Jim will highlight how the facility plays a crucial energy supply role – along with other vital innovations at Union Gas – as we move through an energy crossroads brought about by the move to a low carbon society and continue to supply much-needed energy to our partners.

The introduction of the Rover pipeline into Midwest and Dawn markets, coupled with the impending construction of NEXUS, will continue and exacerbate the supply-demand imbalance at Dawn.  How does this translate back to Western Canadian producers, now do LNG export prospects factor in, and what are the long-term prospects for Canadian gas consumers?  Following on RBN Energy's "Connecting the Dots" theme from its School of Energy, Rick will explore how all these pieces fit together and where the market might go as a result.

The Panel will discuss several aspects affecting the Region:
"Gorilla in the Room for Canadian Market - U.S. gas production growth from the U.S. Northeast and elsewhere"
     
- Efficiency gains of Northeast production and Northeast pipeline buildout
- Price impact to key Canadian export price hubs in the U.S. 
- Role of U.S. gas exports to absorb supply
- Going forward, what could slow down U.S. production growth or make it more expensive?
- Upstream sweet spot exhaustion
- Cost of future pipelines
- Debt financing catching up with E&P companies

- BC shale gas - Competitive vs US Shale
- Regulatory and Carbon initiatives: Clean Canadian gas
- Energy and Chemical opportunities - building on the best feedstock 

West Canada supply/demand balance still points to bearish future for AECO:
- However, the recent slide in AECO futures basis for this winter and next summer may be unwarranted given the expected increase in receipt capabilities in Alberta and renewed contracts on TransCanada’s mainline system that will revive available downstream capacity. Returned rig activity and stronger IP rates should provide upside potential to West Canada production over the next year. Risks in getting this production to market still persist from existing contracts on TCPL Mainline, which are expected to continue to roll off, as well as oil sands demand growth and competition out of the Bakken.

The 2018 Winter Forecast with a "twist"…using similar methods to determine the 2008 and 2010 winter forecasts could be a good analog for determining the 2018 forecast…involving global cyclones. What will the winter bring and how can we plan for the 2018 Winter Weather Effects?

Hear the most recent project updates from the Region, affecting the Region and beyond!! There have been many advancements in the past year and there are still changes coming so get ready for insight and updates that will affect your buying and selling of natural gas in 2018 and for years to come!

Enbridge projects in development update
-Northeast & New England
-Appalachian Shale Basin
-Southeast & Gulf Coast regions
-Spotlight update on NEXUS project

Summary of recently completed TransCanada Mainline expansions in the Eastern Triangle
-Status of TransCanada expansion projects currently underway
-Planned TransCanada expansion for 2019
-Dawn LTFP service
-NGTL System update

Birth of Dawn! 75th Anniversary of Dawn Storage
Natural gas infrastructure developments in Ontario including Storage, Transmission and major Distribution completed in 2017

Corporations and governments ignoring energy fundamentals risk making business and policy decisions which result in lack of competitiveness, high costs, bankruptcy, deficits, unemployment and regime change. For corporations, the result is quick and merciful; for governments and ratepayers, a slower decline ensues.

Much of the policy mindset in Canada (and other jurisdictions) was adopted during a period of energy scarcity and high prices, and has not been adapted to the current low cost and unconstrained reality. Why aren’t decision makers paying attention to cost, competitive and physical fundamentals? Are current policies sustainable? What are the primary drivers for energy policy?

Please join our hosts, the Corporate Sponsors, at a cocktail reception in your honor. Don’t make your dinner plans too early as hors d’oeuvres and an open bar will be the highlight of this extremely well attended session!

The US is on the cusp of explosive natural gas demand, particularly in export markets, while the marketplace still views natural gas as a by-product of shale oil production.  Is the market right, expecting US shale oil growth to provide sufficient supplies of natural gas to meet any demand scenario, or is the market wrong and overly optimistic about oil prices and US oil supply growth?  If the market is right… no worries!  But if the market is wrong, how will the US meet surging natural gas demand?

The elections of the past two years placed North America more firmly into an era where politics has become more important than policy, rhetoric than reality, and personality than government experience. How this has played out in Canada with the elections in Alberta, Federally, and most recently, British Columbia as well as in the United States tells us a lot about the stability of government institutions. In the case of the United States, the durability of the systems put into place by the founding fathers almost 250 years ago have acted as a foil to attempts to deregulate key industries. We now must balance the “twitterization” of policy with the reality of regulators, courts, and legislators. Industry has to manage rhetoric without becoming blinded to the real risks to business.  How will North America emerge from the Trudeau-Trump era? Will businesses and economies grow due to reduced regulatory burdens or have legislative mandates behind those regulations created a web from which it is near impossible to escape? How to manage an industry with a complex global supply chain in an era of uncertainty? Not to mention the unknown unknowns. Both Canada and the United States are experiencing leadership with a preference towards disruption, and in that way this era is unlike any other in North American history. Putting it into the context of historical institutions, looking for the policy inside the politics, is the goal of this discussion.

Our gas buyer panelists will give you solid and valuable insight into what is currently working, what they have learned from volatility and what they will do differently next time. Topics of discussion to include:
1. Given the low-price environment, what contracting and hedging strategies are you implementing (e.g. long term vs. short term)?
2. How have increasing gas supplies from shale affected your gas purchasing and contracting practices? Are new shale-related transportation options living up to your expectations?
3. With renewables increasing their share of power generation, how does this affect your business?
4. Will LNG exports increase from North America, and how will this affect your purchasing strategies?
5. How does cancellation of Energy East, and the shift of the NEB project approval criteria affect your business?     
6. Have you changed your storage strategies given the low-price environment and supply availability? What are your storage plans for 2018 and 2019?
7. How predictable is your gas consumption?
8. How are you dealing with Cap and Trade? Will the costs flow through to the customer or be absorbed?
9. What factors, other than price, influence your decision to choose one supplier over another?