Agenda – 2021

Get the inside track on an historic year in global energy markets. 2020 was one of the most tumultuous years for global energy in modern history – what does this mean for the energy transition and the path to net zero?

This panel examines N.E. Natural Gas Fundamentals, with a particular focus on diversification in the supply planning process, as well as implications of renewable energy sources in the market and LNG exports including foreign price index dynamics.

Executives from New Energy Development Company LLC (New Energy™), CB&I Storage Solutions, a business unit of McDermott International, and Greenville Utilities Commission will review the utility’s supply history and 20-year expansion plan. New Energy™, CB&I, and Greenville Utilities will highlight their gas and LNG supply, infrastructure plan, and their deployment of associated LNG applications and technologies. Discussions will include the utilization of patent pending New Energy™ GreenER™ LNG engineering design, also applicable to green hydrogen.

•New Energy™ will discuss the application of its newly patent pending designs and GreenER™ LNG & hydrogen configurations which provide its clients low cost, safe, and reliable energy solutions. New Energy™ will also review its recently finalized engineering designs introducing two planned 50-MW GreenER™ hydrogen production facilities.

•CB&I Storage Solutions, a business unit of McDermott, will discuss its successful history in peak shaving LNG and leading role in hydrogen, as well as its strategic EPC partnership with New Energy™.

•Greenville Utilities Commission, a client of New Energy™, will discuss its distinguished energy history, interesting LNG supply plan evolution, and its 20-year forward LNG plan to meet its growing natural gas customer and volume base.

•Together, these executives will discuss the evolution of Greenville Utilities ESG efforts, New Energy™ patent pending GreenER™ LNG design, and CB&I’s Storage Solutions EPC project delivery model. Each executive will share how they will help ensure Greenville Utilities Commission -- and other gas utilities and pipelines -- can safely and effectively meet their energy and ESG goals.

Discussion of latest developments in pending N.E. Region pipeline projects, including market implications and potential infrastructure alternatives.

In an effort to avoid catastrophic climate change, Millennials and Generation Z have become broadly interested in energy technology and policy. Recent narratives among these groups depict natural gas as going the way of the dinosaurs. However, is there an opportunity to change the narrative and build support for natural gas? This panel will discuss the challenges and opportunities the natural gas industry faces with Millennials and Generation Z. Ideas will be presented on how industry participants at any level can overcome bias against natural gas and create messaging that resonates with the next generations to build support for the industry.

Hear about the current trends and 2020 decade outlook from a unique, one of a kind company perspective in the middle of the energy and industrial gas value chain.

With growing opposition to incremental pipeline infrastructure, this panel explores various creative alternatives for delivering gas to markets, including virtual pipeline, LNG, CNG, etc.

Discussion of measures available to prevent malicious intrusion on operation of critical natural gas infrastructure, including systems/software best practices, tactical leveraging of automation, etc. Implications for pipeline shippers will also be discussed. The recent Colonial Pipeline incident emphasizes the importance of this topic.

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!

Appalachian gas prices are the highest in 2.5 years and production is pushing up against record highs, but few supply takeaway pipeline projects remain, and the ones that do are facing regulatory gauntlets. How long before severe constraints and basis discounts return? Get the outlook for Appalachian supply and gas prices.

Join Stan Brownell, VP for US natural gas at Argus, as he examines the value of natural gas in day-ahead power markets.

He will share results from his analysis into the marginal cost of natural gas embedded into day-ahead generation offers in PJM, to provide you with insights including:
•The relationship between PJM day-ahead power offers and the daily index of natural gas in 14 natural gas trading hubs
•Opportunities for natural gas trading hubs to receive premiums from power producers for natural gas supplies

•Seasonality impacts of natural gas pricing on day-ahead power offers
With more than 25 years of experience in the North American natural gas markets, Stan is known for providing exceptional insight into market fundamentals and pricing trends. Do not miss this opportunity to get his view on the value of natural gas in today's power markets.

Panel of Gas Buyer's from market regions across the continent share perspectives on purchasing expectations, solution alternatives, as well as outlooks on market conditions and policy implications.
1.Do NE pipeline constraints present a problem on obtaining sufficient supply?
2.As various NE cities enact prohibitions in new nat gas connections, is this impacting industrial gas buyers in the region?
3.Do you see current commodity pricing continuing at current levels? Are you employing hedging strategies to lock in current prices?
4.Did the President’s Day Weekend weather events result in any changes to your company’s gas purchasing strategy or risk management process?
5.With many oil & gas producers struggling in the current environment, have you made changes to your gas supplier line up?
6.Has increasing difficulty in completing pipeline expansion projects affected your strategy around supply sourcing?
7.What expectations does your company have for suppliers (producers/marketers) to develop new product offerings incorporating a lower carbon footprint (e.g. carbon offsets, carbon capture, RNG, etc.) Are the renewable percentage targets being imposed by various lawmakers practically achievable? What will the price impact be on ratepayers?
8.Considering renewables and ESG policies, how are these affecting your purchasing strategies?
9.Have your company’s greenhouse gas emission goals affected your natural gas purchasing strategy?
10.Does your company plan to make purchases of renewable natural gas? If so, is there a specific strategy regarding management of the price premium?
11.Does your company plan to make purchases of low methane emission intensity geologic production? If so, what is your strategy regarding certification?
12.Are you concerned with the legislative push in some states for 100% renewable energy in the near future?
13.Do you anticipate local lawmakers adopting bans on new nat gas connections? If so, how will your company respond?