Natural Gas Forum 2020

Market expectations for winter 2020-21. With a variety of long-term weather forecasts predicting a cold, near normal and warmer than average winter, season ending storage and price hang in the balance. Walk through baseline expectation of the supply demand balance and highlight how sensitive the market and storage will be to weather. With a decline in production forecast for 2021 and the market tightening, demand will have a major impact on market dynamics over the withdrawal season.

Expectations for Permian natural gas are far from what they were when this year started. Lower crude oil prices and a focus on capital discipline have slashed rig counts by about two-thirds since January and there are few signs of a recovery on the horizon. As a result, just about everyone’s forecast for Permian gas growth is much lower than just a few months ago, with tepid gains through the early 2020s now the industry’s consensus view. However, if you think all this means that Permian gas markets have lost their relevance, think again. Despite the modest production growth anticipated, the basin’s gas flow patterns will soon be thrown into shock as 4 Bcf/d of new outflow capacity to Gulf Coast markets starts up next year, when the Permian Highway and Whistler pipelines begin operation.

Updates on Energy Transfer's projects in progress, as well as perspectives on developing new midstream infrastructure in the current environment.

Experience of impacts from various policy decisions in Colorado as a proxy for the future for natural gas markets across the continent, including shifting political demographics, fracking bans, promoting industry perspective, mobilizing industry employees, building coalitions and a way forward, and action plans.

As renewable energy continues to penetrate, I will outline the Operational, Environmental, and Economic benefits of natural gas and its associated infrastructure. Included will be a breakdown of the recent California blackouts.

Updates, analysis and projections for what’s next for West/Rockies markets from the perspective of LDCs, Midstream Operators, Power Utilities, and Market Analysts

Including: Supply/Demand Dynamics, Mexico's Natural Gas Market Two Years Into the AMLO Administration, midstream project updates, etc.

This keynote presentation will touch on recent events (external market factors, gas prices), followed by discussion of near and long term supply/demand trends. The presentation will incorporate context from BP's Energy Outlook, including exploration of forces shaping global energy transition out to 2050, key uncertainties surrounding that transition as well as updates on BP's investments.

Latest developments and what is next for Gulf Coast natural gas markets, including supply/demand dynamics, LNG exports, midstream delivery capabilities, production sources, etc.

Discussion and case studies about alternatives to traditional pipeline transportation for connecting markets to supply, including virtual pipelines, micro LNG, etc.

Natural gas continues to be considered a problem, causing rising greenhouse gas emissions and negatively impacting the environment. Public natural gas utilities have been challenging this and speaking up about the value of the direct use of natural gas, both to the climate and the consumer. This presentation will provide some background on concerns being raised by policy makers and the public, and then, detail the beneficial efforts to push back against those that want to limit fuel choice. Participants will also hear how and encouraged to be a part of this important conversation.

The growth of the global LNG market, U.S. LNG exports, and impact of U.S. LNG on global emissions reductions.

Over the past year, many companies in the upstream and downstream segments have started to adopt a growing number of digital solutions to seek cost cuts through innovation and new technologies. Many are already using data analytics, cloud computing, digital oil fields, digital twins, robotics, automation, predictive maintenance, machine learning (ML), and Artificial Intelligence (AI). Although the gas sector was slower than others to adopt digitalization, now digital disruption and transformation has taken on an urgency. As late as last year, companies were reluctant to hand over their data to a third party cloud provider like Amazon. Now the tide has turned and companies are migrating to the cloud en masse. What does this mean for your business? Are you ready to compete?

Panel of Gas Buyers from market regions across the continent share perspectives on purchasing expectations, as well as outlooks on anticipated impact of current/future market conditions and policy implications.

1. Are you concerned with the legislative push in some states for 100% renewable energy in the near future?

2. With the push for renewable energy, are you considering locking in longer term gas supply and pipeline capacity for those facilities that are natural gas dependent?

3. What effect has Covid had on your product demand and resulting natural gas usage. What steps have you taken to manage?

4. Has your business in the last 12 months witnessed any noticeable load swings or demand shifts within residential, commercial, and industrial usage?

5. Has increasing difficulty in completing pipeline expansion projects affected your strategy around supply sourcing?

6. Do you see current commodity pricing continuing at current levels? Are you employing hedging strategies to lock in current prices?

7. With many oil & gas producers struggling in the current environment, have you made changes to your gas supplier line up?