2023 Agenda

We all remember where we were on 9/11. Join us as Patrick Nelson shares how that day shaped who he is today. This engaging keynote will not only leave you feeling inspired but will also equip you with practical tools to help you be a more effective leader. Patrick shares his journey from the battlefields of Iraq and Afghanistan to working on the NFL sidelines and the lessons he learned around forward-looking accountability, developing a growth mindset, and leading with a servants heart. You do not want to miss this.

Over the last several years, global use of fossil fuels reached new highs. By their energy choices, the eight billion people of the planet gave governments a massive vote of no confidence in their plan to eliminate fossil fuels. The Ukraine war has dramatically underscored the folly of restricting U.S. production in the near term. Edward Cross will convey a message the oil and gas industry can deliver to fight global poverty, limit global warming, and provide the products the free nations of the world need.

Leading industry analysts offer an up to the minute assessment of market conditions with supporting data and contextual analysis. Specific emphasis will be focused on mid-continent markets, including powergen demand, growing renewables contribution, prices, price volatility and basis, midstream capability impacts, and LNG Export implications. This information provides an excellent foundation and factual reference point for the overall Forum agenda and ensuing discussions.

After spending most of last year in a storage deficit we now find ourselves in nearly the exact opposite situation with a storage surplus. So what happened? Can the market make any progress on reducing the surplus? We will discuss how the summer injection season has been progressing and touch on high level themes that will be driving the gas markets into the future.

The global economy has been mixed in 2023 with the US showing resilience as activity has faltered in China and the Eurozone. The presentation will explore these developments and look ahead to an uncertain 2024 in the US and the potential paths for growth, inflation, and interest rates. It will also touch on the growing importance of the energy sector in shaping long term US growth potential.

NET Power CEO Danny Rice shares his vision for natural gas and why emerging power generation technologies like NET Power’s will transform natural gas into the most affordable, reliable and clean source of power in the world.

The #1 question is always, what does it mean for my company and each participant? From wellhead to burner tip each company has different motivations and ways they apply the use of Differentiated Gas and its data.

Speaker series and panel discussion on how men and women can support each other in the energy industry. It takes a TEAM to be successful and women continue to make strides in leadership roles in all industries, especially in the Oil and Gas Industry. This panel will share ideas around successful teams working together to bring about innovation in the industry and how women are leading the way!

This Panel of Utility and Industrial Gas Buyers bring their unique perspectives on various aspects across the commercial natural gas chain. Topics include:

Market Fundamentals (Supply, Demand, Pricing):
1.Assessment of current market conditions
2.Forecast for commodity price volatility
3.Impact of pricing/volatility on demand
4.Supply availability – issues challenges Impact of LNG exports
5.Seasonal challenges?
6.Utility Buyers: How do regulatory requirements constrain your ability to structure gas supply arrangements?
7. Industrial Buyers: How significant is the price of natural gas in managing your operations? How do you manage natural gas price volatility in your operations?

Gas Supply Arrangements:
1.Preferred gas supply arrangement structure (Term vs. spot; Index vs. fixed; etc.)
2.Do current market conditions present a challenge in meeting gas supply requirements?
3.How responsive are marketers/producers in addressing preferences?
4.Are marketers/producers proactive and creative in offering innovative products/services?
5.Diversification of your portfolio of gas suppliers (e.g. portfolio approach)
6.What is your strategy for managing storage going into winter 2022/2023?

Energy Transition:
1.How has Energy Transition affected your gas purchasing strategies?
2.Do you have mandates for lowering your company’s carbon footprint?
3.Do your customers expect your company to utilize lower carbon content energy sources?
4.Do lower carbon footprint energy sources require a price premium?
5.Are your customers supportive of a price premium for lower carbon footprint energy sources?
6.What expectations do you have for suppliers (producers/marketers) to develop new product offerings incorporating a lower carbon footprint (e.g. RSG (certified), RNG, carbon capture, carbon offsets, H2, etc.)?
7.Are low carbon affecting your purchasing strategies (e.g. do you buy RSG; at a premium?)
8.Are ESG policies affecting your purchasing strategies?

Midstream:
1.Are there constraints in obtaining sufficient pipeline capacity to meet requirements? Do you expect constraints this summer or winter?
2.Pipeline expansion projects are almost impossible. Do you expect insufficient pipeline capacity in the future to be problematic in meeting demand requirements?
3.With constrained pipeline capacity, are you employing innovative delivery solutions such as virtual pipeline, small-scale LNG, CNG, etc.?

Regulatory / Policy:
1.Implications of policy mandates (federal, state, local) on your gas supply arrangements?
2.Will your company be able to meet low carbon intensity targets by the dates being mandated? Impact on your operations?
3.How do prohibitions on new gas connections impact your operations?
4.What challenges do you encounter in obtaining regulatory approval for gas supply plans? Is oversight prospective or retrospective?
5.Impact of renewable percentage targets being imposed by policymakers?

Power Generation:
1.How has energy transition impacted the powergen business (e.g. RSG? RNG? H2? Etc.)?
2.Total “Electrification” mandates with aggressive deadlines are appearing across the country – what does this mean for natgas fired powergen?
3.Where does natural gas rank in current fuel stack for power generators?
4.As more power is produced by renewables, what dependance is there on natgas in the future?
5.What challenges does natgas price volatility present for power generators?
6.Is natgas fired powergen being relegated to an intra-day peaking service?
7.Recent headlines mention delay of proposed shut-down or re-start of closed natgas power gen facilities – why is this happening?
8.Is there sufficient midstream infrastructure/capacity to meet existing and future requirements for nat gas fired powergen?
9.Is IPP percentage of total powergen growing or shrinking?
10.Do utility regulators see a continuing role for natgas in the fuel mix for powergen?
11.How much do current natgas commodity prices contribute to the significant increase in end-use power price?