Protected: 2024 Gulf Coast Presentations

2024 Agenda

Monday, September 09

Start Time	End Time	Information
7:00 AM	8:00 AM	Networking with the Industry: Registration and Continental Breakfast
8:00 AM	8:15 AM	Welcome & Overview: Speaker: Christy Coleman, Vice President, LDC Gas Forums
8:15 AM	9:15 AM	Opening Keynote: Unlocking the Value of Emissions Data in 2024 & Beyond Click here for details. In the past five years, the emissions data landscape has evolved dramatically, bringing both challenges and opportunities to the industry. Advances in sensing technologies and carbon accounting software now enable operators to utilize this data in innovative ways. Whether dealing with regulatory requirements, operations, or differentiation, Will Foiles will explore the past, present, and future of emissions data. Join us to discover strategies for maximizing the value of emissions data in your organization. Speaker: Will Foiles, Co-Founder, Chief Executive Officer, Project Canary
9:15 AM	10:00 AM	Presentation: Where will the production go? Click here for details. Rising natural gas production has kept storage levels high and driven down prices. How will this production be consumed, and how will the market adjust? We will discuss the recent winter withdrawal season, how the summer season is shaping up, and touch on high level themes that will influence the market in the future. Speaker: James Pearson, Sr. Market Analyst, ConocoPhillips
10:00 AM	10:30 AM	Networking Break
10:30 AM	11:45 AM	Panel: Value Chain or Life Cycle Impact of Differentiated Gas Click here for details. It is becoming increasingly apparent that the elimination of fossil fuels (including natural gas), in favor of an all renewables energy future, is simply unachievable in the near term and would result in high priced and unreliable energy for consumers. This panel examines how natural gas is not the problem, but is really part of the solution. Discussion will focus on innovative opportunities that are readily available, that leverage natural gas to provide solutions to the challenge of creating an energy mix that is reliable, sustainable and affordable, while at the same time reducing carbon content and emissions. Moderator: Ken Fung, Manager Origination, NRG, Energy Speakers: Robert Applegate, Director - Analytics, Tallgrass   Liz Arthur, Global Head of Enterprise Strategy, Earn DLT   Matt Lawson, VP Low Carbon Solutions, Twin Eagle Resource Management, LLC
12:00 PM	12:30 PM	Depart for Optional Afternoon Networking Activity
12:30 PM	4:00 PM	Chicago Prohibition Tours – A Sip of History!
4:00 PM	6:00 PM	Monday Evening Attendee Welcome Reception - (Located in the Riverfront Room of the 320 RiverBar Patio Bar)

Tuesday, September 10

Start Time	End Time	Information
7:00 AM	8:00 AM	Networking with the Industry: Registration and Continental Breakfast
8:00 AM	8:15 AM	Welcome & Overview: Speaker: Christy Coleman, Vice President, LDC Gas Forums
8:15 AM	9:15 AM	Opening Keynote: Known Unknowns – The Economic and Market Outlook for 2025 and Beyond Click here for details. •The outlook for US and global economic growth and inflation ... is a soft landing in sight or is a recession on the horizon? •The interest rate outlook. When and how deep is the Federal Reserve likely to cut interest rates? Are rates likely to stay higher for longer? •Structural drivers of US economic growth over the coming decade. •The upcoming US elections and potential implications for the economy and markets. Speaker: David Doyle, Head of Economics, Macquarie Group
9:15 AM	10:30 AM	Panel: Mid-Continent Market Report & Supply/Demand Fundamentals Click here for details. This Panel of leading industry analysts offers an up to the minute assessment of market conditions with supporting data and contextual analysis. Specific emphasis will be focused on conditions specific to the Mid-Continent market, 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. Moderator: Scott McCollister, SVP Origination, ARM Energy Speakers: Jack Weixel, Senior Director, East Daley Analytics   Leticia Gonzales, Managing Director, North American Natural Gas Pricing, Natural Gas Intelligence   Eric Brooks, Manager, Americas Gas Pricing, S&P Global Commodity Insights
10:30 AM	11:00 AM	Networking Break
11:00 AM	12:15 PM	Panel: Gas and Electric Reliability Risks: Assessing and Addressing; Near Term and Longer Click here for details. Build out of renewable energy power generation and electrification continues across the country in response to decarbonization targets as well as tax policies and subsidies at the state and federal levels. The intermittent nature of renewable energy power generation demands that a consistently reliable alternative source of power be available when renewables are not. Concurrently, policies that push electrification, as well as new data center demand to support Artificial Intelligence (AI), translates into a significant forecasted increase in demand for power over the coming decade, with peak day demand stretching existing system capabilities. With gas and electricity markets inextricably tied today, understanding this interdependency and system dynamics is critical to ensuring reliability now and into the future. This timely Panel offers valuable perspectives on the topic from experts representing a variety of stakeholder interests spanning the value chain. Moderator: Cleve Hogarth, Principal, Cleveland Advisory LLC Speakers: Brian Fitzpatrick, Principal Fuel Supply Strategist, PJM   Ken Yagelski, Director Gas Supply, Southern Company Gas   David Weeks, Director - Commercial, Kinder Morgan   Mike Mattox, Senior Advisor - Operations, MISO - Midcontinent Independent System Operator   Rick Couvillon, Energy Services Marketer, ConocoPhillips
12:15 PM	2:00 PM	Keynote Lunch: Federal Regulatory and Legislative Updates...and More Speaker: Neil Chatterjee, Former FERC Chairman, Hogan Lovells
2:15 PM	3:15 PM	Panel: Energy Innovations: Infrastructure, Technology, New Markets Click here for details. In response to demand for lower carbon energy sources, while at the same time maintaining reliability and affordability, energy markets are rising to the challenge with a raft of innovations involving infrastructure and technology, as well as unique new offerings. This Panel of experts will introduce several such innovations and discuss practical applications and benefits to be realized. Moderator: Ken Fung, Manager Origination, NRG, Energy Speakers: Matt Thomas, S&T Business Development, Enbridge Gas   Carlos Beltrán, Director of Product Management, Modern Hydrogen   Rana Basu, VP, Growth, Trellis Energy
3:15 PM	4:30 PM	Panel: Empowering Women in Energy: Tomorrow is Together Click here for details. 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! Moderator: Amy Mikhaila, Director, Gas Supply, Enbridge Gas Ontario Speakers: Liz Arthur, Global Head of Enterprise Strategy, Earn DLT   Dawn Constantin, VP Regulatory Affairs, ​Partnerships & Low Carbon, bp   Ana Laura Ludlow Echeverria, VP Chief Government Affairs & Sustainability Officer, ENGIE   Elsa Valay-Paz, Vice President, Gas Acquisition, SoCalGas   Tammy Norman, President & COO, Mansfield Power & Gas
4:30 PM	6:30 PM	Celebrating Women in Energy - Sponsored by the Enbridge

Wednesday, September 11

Start Time	End Time	Information
7:45 AM	8:45 AM	Networking with the Industry: Registration and Continental Breakfast
8:45 AM	9:00 AM	Welcome & Overview: Welcome and Tribute to 9/11 - Moment of Silence Speaker: Christy Coleman, Vice President, LDC Gas Forums
9:00 AM	10:30 AM	Panel: Gas Buyer Perspectives - What Matters Most To End-Use Consumers of Natural Gas Click here for details. End users of natural gas include Gas Distribution Utilities (Commercial & Residential), Industrial (Petrochem, Process, Heat) and PowerGeneration. These entities include public utilities subject to regulation, as well as non-regulated private entities. Gas Buyers for these entities typically have a different perspective than other stakeholders across the value chain when it comes to market conditions, developments, and issues. End-use gas buyers exist at the end of the value chain, essentially faced with reacting to market developments that are generally beyond their control. Creative negotiation of commercial purchasing terms is vital to these constituents ensuring flexibility, security of supply, and competitive prices. This panel will discuss gas buyer perspectives on the following issues categories: •Market Fundamentals (Supply, Demand, Pricing) •Gas Supply Arrangement Structuring •Energy Trilemma: reliability, affordability, sustainability •Midstream Infrastructure •Regulatory / Policy •Technology •Power Generation & gas/electric coordination Moderator: Cleve Hogarth, Principal, Cleveland Advisory LLC Speakers: Patrick Pluard, Director - Portfolio Optimization, NiSource   Catherine Payne, Manager, Natural Gas, CF Industries Holdings, Inc.   Len Kientz, Director, Energy Management, Evonik   Tracy Coakley, Mgr, Gas Supply, Nicor Gas

Protected: 2024 Mid-Continent Forum Presentations

Protected: 2024 Rockies & West Forum Presentations

Marcie Milner Bio

Marcie Milner is Vice President of Regulatory Affairs for Shell Energy Americas. Ms. Milner has been employed with Shell Energy since early 2001 and is responsible for regulatory matters related to the marketing and trading of natural gas, power and environmental products. Her team consists of fourteen professionals that focus on risk management and value creation through regulatory intelligence, advocacy in regulatory processes and deep technical understanding of market rules and their implications. Prior to her work in energy, Marcie worked in the investment banking industry in corporate finance, trading and compliance roles. She acquired multiple securities licenses and holds a Batchelor of Science degree in Business Management.

Will Brown Bio

Will Brown is the Chief Commercial Officer for the Kinder Morgan Natural Gas Pipelines West Region. Mr. Brown is responsible for the Commercial Management including Business Development, Marketing, Optimization, Account Services and Financial Planning for: Colorado Interstate Gas Company, El Paso Natural Gas Company, LLC, Wyoming Interstate Company, LLC, Cheyenne Plains Gas Pipeline Company, LLC, TransColorado Gas Transmission Company, LLC, Keystone Gas Storage, Young Gas Storage Company, Ltd, Sierrita Gas Pipeline, LLC, and WYCO Development LLC.

Mr. Brown has over 30 years of experience (25 years with Kinder Morgan) in the oil and gas industry. He started his career as a drilling and production engineer with Phillips Petroleum in Borger, Texas and before relocating to Midland, Texas as a gas processing engineer with GPM Gas Corporation. Mr. Brown has held various positions with Kinder Morgan with increasing responsibility from system design engineering to commercial account management. Mr. Brown received a Bachelor of Science in Mechanical Engineering from the University of Colorado, Boulder in 1992. He was awarded an MBA in Finance from University of Colorado, Colorado Springs in 2009. He is a registered, Professional Engineer, currently inactive, in the state of Texas.

Kinder Morgan is one of the largest energy infrastructure companies in North America. We own an interest in or operate approximately 80,000 miles of pipelines and 140 terminals. Our pipelines transport natural gas, gasoline, crude oil, carbon dioxide (CO2) and more. We serve the major markets of the United States, and our pipelines transport approximately 40 percent of the natural gas consumed in the U.S. Our pipelines are connected to every important natural gas resource play and supply area, including the Eagle Ford, Marcellus, Bakken, Utica, Permian, Haynesville, Fayetteville, Barnett and Rockies.

Reliable and affordable energy sustains and improves our everyday lives. It lights and heats our homes and powers businesses and transportation. At Kinder Morgan, we take pride in doing our part to deliver safe, reliable and affordable energy to our customers and communities who depend on it.

Protected: 2024 Northeast Forum Presentations

Agenda – 2024

Tuesday, April 16

Start Time	End Time	Information
7:00 AM	8:00 AM	Networking with the Industry: Registration and Continental Breakfast
8:00 AM	8:15 AM	Welcome & Overview: Speaker: Ms. Christy Coleman, Vice President, LDC Gas Forums
8:15 AM	9:00 AM	Opening Keynote: Where will the production go? Click here for details. Rising natural gas production has kept storage levels high and driven down prices. How will this production be consumed, and how will the market adjust? We will discuss the recent winter withdrawal season, how the summer season is shaping up, and touch on high level themes that will influence the market in the future. Speaker: Mr. James Pearson, Sr. Market Analyst, ConocoPhillips
9:00 AM	10:00 AM	Opening Keynote: Unlocking the Future: A Guide to Tech Strategies for the Changing Energy Industry Click here for details. Are you ready for the energy sector's biggest disruption in decades? Learn from industry expert and Forbes writer Jay Bhatty as he shares the 5 key strategies for success in the AI-driven energy sector. Don't get left behind - unlock new revenue opportunities today. Speaker: Mr. Jay Bhatty, CEO & Founder, NatGasHub.com
10:00 AM	10:30 AM	Networking Break
10:30 AM	12:00 PM	Panel: Gas Buyer Perspectives - What Matters Most To End Use Consumers of Natural Gas Click here for details. End users of natural gas include Gas Distribution Utilities (Commercial & Residential), Industrial (Petrochem, Process, Heat) and PowerGeneration. Gas Buyers representing these entities often have a different perspective than other stakeholders across the value chain when it comes to market conditions, developments, and issues. Whether regulated or unregulated, Gas Buyers exist at the end of the value chain, essentially faced with reacting to market developments that are generally out of their control. Creative negotiation of commercial purchasing terms are vital to these constituents ensuring flexibility, security of supply, and competitive prices. This panel will discuss gas buyer perspectives on the following issues categories: •Market Fundamentals (Supply, Demand, Pricing) •Gas Supply Arrangements •Energy Transition: (Energy Trilemma: reliability, affordability, sustainability) •Midstream Infrastructure •Regulatory / Policy •Technology •Power Generation (specific issues) Moderator: Mr. Cleve Hogarth, Principal, Cleveland Advisory LLC Speakers: Ms. Sarah Stabley, Managing Director of Gas Supply Optimization & Pipeline Services, Duke Energy   Mr. Mike Enoch, Executive Director, Patriots Energy Group   Mr. Jeff Avery, Director, Fuel Supply, Tennessee Valley Authority (TVA)   Mr. Kenny Malter, Director of Gas Supply and Services, Atmos Energy
12:00 PM	12:15 PM	Board Buses & Depart for Optional Afternoon Networking Activities (Scenic Cruise Tour & Historic Walking Tour)
12:15 PM	4:45 PM	Scenic Cruise Tour & Historic Walking Tour
4:45 PM	6:45 PM	Tuesday Evening Attendee Welcome Reception – Sponsored by Trafigura (Located at the American Gator Club & Lagoon Pool Deck)

Wednesday, April 17

Start Time	End Time	Information
7:00 AM	8:00 AM	Networking with the Industry: Registration and Continental Breakfast
8:00 AM	8:15 AM	Welcome & Overview: Speaker: Ms. Christy Coleman, Vice President, LDC Gas Forums
8:15 AM	9:15 AM	Panel: Finding Equilibrium - Supply / Demand & Market Fundamentals Click here for details. This Panel examines natural gas market fundamentals in the southeast U.S. The Panel is comprised of leading industry analysts who present up-to-the minute data and contextual interpretation. Topics addressed include: •Supply / Demand – current balances and forecasts •Price forecasting; volatility •LNG export implications •Midstream infrastructure capabilities •Powergen demand •Renewables fuel share implications This information provides an excellent foundation and factual reference for the overall Forum Agenda and ensuing discussions. Moderator: Mr. Luke Nemes, Sr. Director, Strategic Origination, NextEra Energy Services Speakers: Mr. Jack Weixel, Senior Director, East Daley Analytics   Mr. Zach Inman, VP Origination, Southeast US & Mexico, bp
9:15 AM	10:30 AM	Panel: Innovative Solutions To Overcome Headwinds To Infrastructure Development Click here for details. Policy, regulatory and NGO resistance to continued development of natural gas markets continues to build. This panel examines solution innovations being employed by leading stakeholders to overcome these headwinds. Innovative solution examples include traditional pipeline expansion projects, project development/engineering/construction projects, and retail gas sales arrangements. Moderator: Mr. Scott McCollister, SVP Origination, ARM Energy Speakers: Mr. Carl Haga, Vice President, Kinder Morgan   Mr. Jason Waters, Manager, Marketing, Carolina Gas Transmission (BHE GT&S)   Mr. Jeff Tounge, Development Lead, Cashman Preload Cryogenics
10:30 AM	11:00 AM	Networking Break
11:00 AM	12:30 PM	Panel: Where There’s A Will, There’s A Way – Non-Traditional Solutions to Move Gas to Markets Click here for details. Opposition to new gas pipeline infrastructure has become fierce. But market demand for gas continues to grow. This panel explores non-traditional methods to move gas to markets. Innovative solution examples include virtual pipeline, mobile energy solutions, and project development/engineering/construction. Moderator: Mr. Jason Langella, Chief Marketing Officer, Permacast Walls Speakers: Mr. Jeff Baker, Director - Process Technology, CB&I   Mr. Ty Webb, Sr. Vice President, Galileo Technologies US   Mr. Sean Phillips, Business Development Manager, REV LNG, LLC   Mr. Scott Johns, Chief Commercial Officer, Sapphire Gas Solutions
12:30 PM	2:30 PM	Keynote Lunch: Shell LNG Outlook 2024 Click here for details. Jill Davies, Shell's General Manager for the LNG Trading in North America will provide a look-back at the 2023 global LNG market and discuss key trends and considerations for 2024 and beyond. Speaker: Ms. Jill Davies, General Manager, North America LNG Trading, Shell Energy
2:30 PM	4:00 PM	Panel: RNG – A Key Element in The Transition To Low-Carbon Energy Click here for details. As momentum builds for the energy transition, RNG has emerged as viable, cost-effective energy source that is expediting the transition to a lower-carbon energy future. The panel will also discuss a method to connect the disconnected parts of the RNG process to enable transparent environmental attributes data to be measured, recorded, validated and traded in a way that everyone can trust. Moderator: Mr. Rock Graham, Manager Origination, NRG, Energy Speakers: Ms. Anita Doyle, Business Development Manager, Kinder Morgan   Mr. Patrick Young, Sr. Originator - RNG, Shell Energy North America   Ms. Liz Arthur, Global Head of Enterprise Strategy, EarnDLT   Mr. Jesse Blair, Director RNG Development, Synthica Energy, LLC
4:00 PM	6:00 PM	Cocktail Reception - Hosted by the Sponsors

Thursday, April 18

Start Time	End Time	Information
7:45 AM	8:45 AM	Networking with the Industry: Registration and Continental Breakfast
8:45 AM	9:00 AM	Welcome & Overview: Speaker: Ms. Christy Coleman, Vice President, LDC Gas Forums
9:00 AM	10:00 AM	Opening Keynote: Climate Change – NOT Climate Crisis; How media and politicians use fear to implement policy Click here for details. The apocalyptic view of climate change is hyperbole and misleading, the effects of climate change are not certain disaster, and the resulting energy policy is an attack on prosperity. We draw from a growing body of work of scientists, economists and stakeholders that have seen through the thin veil of climate crisis propaganda. We need to restore hope and order to our energy policy • Yes – the climate is changing (it always has). • No – we do not know for certain how much is attributed to anthropogenic emissions. • No – climate change is not a crisis. • Yes – we should be concerned with maintaining a sustainable living planet. Speaker: Mr. Jeff Tounge, Managing Partner, Tounge Associates
10:00 AM	11:00 AM	Presenation: A Utility Perspective: A look into market conditions affecting Investor Owned Utilities, the strategic impact it has on legacy business and its outlook on emerging opportunities Click here for details. •Florida City Gas acquisition and the strategy behind it. •Overall current state of being an Investor Owned Utility. •RNG Interconnection current activity and strategy both from a pipeline and virtual pipeline perspective. •Details of Full Circle Dairy project, commissioning in April and first pipeline injection scheduled for end of May. "Soup to nuts" development project done in FL. This update will highlight connection between Ag community and utilities. Will produce 100k dekatherms of RNG form a herd of about 4,000 cows. •Legislative Priorities. Speaker: Mr. Justin Stankiewicz, Director of Business Development - Pipelines, Renewables, and Marlin Gas, Chesapeake Utilities & Marlin Gas Services

Protected: 2024 Southeast Presentations

Jill Davies Bio

As the General Manager for Shell’s LNG trading & origination activities across the Americas, Jill is responsible for short term trading, long term LNG purchases/sales, commercial optimization and risk management across the value chain and new country entry. 

In Jill’s prior role she was Senior Vice President for Trading at Shell Energy North America, responsible for gas, power and environmental products trading across the Americas.

Jill began her energy career with BG Group in 2004 in Commercial Operations, followed by a variety of roles focused on the trading and marketing LNG to higher value markets. In 2010 Jill moved to Singapore to establish BG Group’s regional trading office as Director LNG Trading & Marketing, Asia. From there she went on to lead the global short term LNG trading activities as Director of Trading. Prior to Shell’s acquisition of BG Group in 2016, Jill was Vice President of BG Group’s North America Gas Marketing organization.

Jill has a Bachelor of Economics degree from Simon Fraser University in Vancouver, British Columbia, Canada.