2025 Agenda

This Panel examines Northeast U.S. natural gas market fundamentals. The Panel is comprised of industry subject matter experts, providing up-to-the-minute insightful analysis and actionable takeaways. Topics addressed include:

•Supply / Demand: current balances and forecasts
•Forecasts: Pricing; operations; volatility assessment
•Influences: Data Center Demand; LNG Exports; infrastructure buildout; energy mix; etc.
•Weather: forecasting; hurricane activity; seasonal temperatures; impacts on markets

The information presented and analyzed provides an excellent foundation and factual reference resource for the overall agenda and ensuing discussions.

Notwithstanding the new Administration’s push to build nat gas infrastructure, NGO/environmental and legal challenges remain as headwinds to continued development of natural gas markets. This panel examines several innovative solutions being employed by leading stakeholders to overcome these headwinds. Examples include traditional pipeline and utility distribution project development and construction, pipeline transportation innovations, virtual pipeline, and mobile energy solutions.

Unprecedented growth in Electric demand has surfaced as one of the biggest challenges for energy markets (AI Data Centers; electrification). There is a realization that renewables (solar, wind) cannot satisfy all the demand with the required 99.999% reliability. Natural Gas has emerged the most viable solution to fuel generation to meet this demand in the near term. Due to the large and growing share of power generation fueling, Natural Gas and Electricity markets are inextricably tied. With significant operational and regulatory differences, coordination between these two markets is of critical importance. The industries have recognized this criticality and are already making good progress towards good coordination. But more needs to be done to ensure reliability and streamline going forward. This Panel will highlight recent operational and regulatory achievements and will identify opportunities and challenges that the industry has prioritized for resolution in the near future. The Panel has been structured to provide a variety of perspectives from key stakeholders spanning the value chain.

As data centers continue to expand to meet the exponential growth in digital services, the need for reliable, scalable, and sustainable energy sources becomes paramount. This panel will explore the increasing role of natural gas in power generation for data centers, emphasizing its reliability and rapid-response capabilities. Experts will discuss how robust gas pipeline infrastructure is essential to support this shift, ensuring consistent power delivery, grid stability, and operational resilience. The conversation will also delve into infrastructure challenges, regulatory considerations, and innovations that can help meet the evolving energy demands of hyperscale and edge data facilities.

Join Toby Rice, President and CEO of EQT Corporation, as he explores the transformative intersection of energy and technology. In this keynote, Rice will unpack how the surging demand for AI-driven data centers is reshaping the natural gas landscape. From powering the digital frontier to ensuring sustainable growth, discover how EQT is positioning natural gas as the cornerstone of a high-performance, low-carbon energy future.

This Panel incorporates industry experts from a variety of technology and energy providers spanning the energy value chain who provide a variety of innovative solutions to efficiently facilitate energy from production sources to markets. With the recent resurgence in demand for natural gas as a vital energy source, attention turns to ensuring optimal infrastructure to efficiently and securely move energy from production sources to demand centers. The Panel will identify and explore specific innovation case studies including digital marketplaces for managing commercial natural gas transactions, software for integrating operations and business intelligence along the energy value chain, sustainable waste management and clean energy solutions, and conversion of natural gas into hydrogen and solid carbon.

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!

End users of natural gas include Gas Distribution Utilities (LDCs); Power Generation (Utility & IPP); and Industrials (process & heat). Entities include publicly owned and municipal utilities, who are subject to regulation, as well as private non-regulated businesses. Gas Buyers for these entities have a unique perspective on the market, given their existence at the end of the value chain and their dependence on gas supply. Creative negotiation of commercial terms for gas supply is crucial to their business to ensure security of supply, operational flexibility and competitive pricing. In addition, the regulated entities must do all this while managing the complexities of regulatory oversight and pass through of gas supply costs in published rates. This Panel, representing stakeholders spanning the value chain who are Gas Buyers, will provide insights and discuss perspectives on the following categories:

-Market Fundamentals (supply; demand; pricing
-Gas Supply Agreement Structuring & Preferences
-Midstream Infrastructure Implications
-Competing Demands For Gas Supply
-Gas Electric Coordination
-Regulatory & Policy
-Technology