On July 7, 2025, the Department of Energy released its Report on Evaluating U.S. Grid Reliability and Security concluding that current retirement schedules and exploding demands from emerging technologies and manufacturing in most regions will result in unacceptable reliability risks within five years. A recent article in Fortune Magazine highlights the catastrophic result of decades of stalled federal initiatives and misplaced energy investment priorities. American cities' power grids are so weak that technology companies are building their own power plants rather than relying on existing grids. The public is growing increasingly frustrated over increasing energy costs while energy companies prepare for a sea-change of surging demand. A Goldman Sachs report frames the crisis simply: "AI's insatiable power demand is outpacing the grid's decade-long development cycles, creating a critical bottleneck." As a result, data center developers on a fast pace are looking for "behind the meter" new construction or decommissioned natural gas fired generation plants to bring back to life. Federal agencies are also quickly opening up public land for the rapid development of natural gas power generation collocated with AI data centers to meet national economic and security priorities. The panel will detail initiatives underway using emergency authorities to reduce regulatory obstacles, expedite permitting, and complete construction of large-scale gas power projects.

Global demand for U.S. LNG Exports is surging. LNG export terminal capacity brought on stream to date has been phenomenal. And there is much more to come, with a substantial amount of incremental LNG export capacity (new greenfield and expansion of existing facilities) in various stages of development (planned, FID, under construction). Equally important, however, is the midstream infrastructure (pipeline and storage) necessary to connect gas supply basins to LNG export facilities, as well as to serve domestic demand sources all along the gulf coast.
 
This Panel, composed of LNG Export and pipeline infrastructure experts, provides an update of current status, as well as projections for continued development of these facilities. Panelists will provide analysis of current capacities, and projections involving plans for expansions to meet incremental demand, and projects to relieve constraints. The Panel will also provide perspectives and insights into operations and strategies employed by facility operators.
 
The Panel will address various strategic questions such as:
•U.S. LNG export capacity growth vs. global LNG market demand 
•Strategies for delivery of feedgas to LNG export terminals\
•Capability of the U.S. Gulf Coast pipeline network to meet LNG export and domestic demand
•Preferred gas supply basins to serve Gulf Coast markets
•Ideal global markets for U.S. LNG exports
•Projections of U.S. share of global LNG markets
•Pricing mechanisms & forecasts

With the recent resurgence in demand for natural gas as a vital energy source, attention now turns to ensuring optimal supply and delivery infrastructure to efficiently and securely move energy from production sources to demand centers. Market participants across the value chain are faced with challenges every day in managing assets efficiently and profitably. Fortunately, a variety of providers are focused on this market, and they continue to offer innovative technology solutions to solve challenges faced by asset operators. This Panel of experts from technology solution providers focused on energy, will identify several common challenges and provide real-life examples of technology solutions available to overcome hurdles, while improving efficiency and profitability.

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!