Era of Low Commodity Prices?

- Supply increases despite lower prices
- China deceleration to continue
- Emerging market countries growing only slowly
- Global macro impacts on U.S. and rest of world
- Potential for higher U.S. natural gas prices before crude oil rises again

Hear the latest forecasts so you’re up-to-date on the delicate balance of supply & demand. Experts
will offer insights and answer the following questions:

- What can we expect from the 2015/16 winter?
- There’s potential new demand and forecasted growth from power and exports…how will that impact
the price of natural gas?
- What’s the magic price that drives new drilling activity?
- Gas-fired generation appears to have many advantages in today’s marketplace, but what issues do
gas plants face today?…five years from now?
- Exactly how stable is the lower 48 production?
- How will the advent of LNG exports, infrastructure and demand constraints to production growth, and other factors affect pricing?

Board buses and depart for Afternoon Activities: Aux Sable NGL Plant Tour, Topgolf, and Distillery Tour.

Hedging for Budgetary Success (** ADDITIONAL REGISTRATION FEE **)

Visit this link for full course details: http://www.ldcgasforums.com/mc_training/

Reception Location: Bull & Bear (431 N. Wells street)

Open to all LDC Gas Forum Mid-Continent Attendees.

Gas Abundance, the Oil Crash and the Mid-Continent – a Very Healthy Industry

• What an industry we’ve built
• How we got here
• The breakthrough of gas abundance
• Life after the oil crash
• Demand, pipe capacity and markets
• The Mid-Continent - where it all comes together

The Midwest remains a compelling region as it continues to produce new developments and projects. This
panel provides you updates on the projects you need to know about, including NEXUS, Tallgrass projects
with a focus on expansions of REX, and more. This overview of the midstream construction market will not
only look at natural gas and NGL’s, but will also touch on crude oil, LNG, and industrial gas burn so you’re
in the know on everything.

The shift from chronic shortages to bountiful oversupply in the energy commodity space has changed the dynamic thought about planning, but with shale gas as a cornerstone to the strategic energy infrastructure, there will be inherent volatility ingrained in long-term planning scenarios. The shift in outlook will involve several key areas of focus when looking for reliable service by consumers. The questions one must constantly ask include…

1. What happens to natural gas supply as a function of the low-price environment?
2. When would we need to plan for any changes and what U.S. signposts do I need to track to be ahead of market moves?
3. What do current dynamics say about the short, medium, and long-term energy market?
4. How key will coming crude oil fundamentals be to natural gas markets?
5. The significance of information and critical thinking as winter comes again…which way does winter swing this year?

Don’t risk missing this panel! With all these major changes to our industry constantly creating volatility, companies
are trying to avoid taking risks. This is your chance to hear the best practices for managing risk so
you and your company stay ahead of the curve. Our panel experts have useful information on various credit
options, hedging opportunities with case studies, and a review of the drivers that help determine long-range
forecasting so you know what to look for.

With new infrastructure projects, including expansions and pipeline reversals, bringing even more natural gas from the Marcellus into the mid-continent, how are gas customers taking advantage of this new supply? What are the hurdles to growing the market for natural gas? Gas customers from the region will discuss the benefits and challenges that come with expanding gas supply and demand.

It’s Not You, It’s Us: The Public’s Move to Break Up with Natural Gas

Like any relationship, two-way communication is essential between the natural gas industry and the public, especially in a climate that is increasingly hostile to fossil fuels. Too often communications initiatives are deployed as a response to problems, rather than as a proactive step to build strong ties before shovels hit the dirt. Andy Hallmark, a long-time communications advisor to the fossil fuel industry, will explain how effective dialogue can transform a skeptical audience into supporters and why communications is just as important as financial and operational planning to the success of a project.

Our gas buyer panelists will give you solid and valuable insight into what is currently working and what they will do differently next time.

Discussion Questions to include:

1. What will be the impact from electric generation power burn?
2. Are the planned Marcellus/Utica pipeline projects enough to affect the current basis?
3. When will the natural gas industry see a recovery in storage arbitrage?
4. When will the North American natural gas market see an increase in industrial demand (in reaction to low prices)?
5. Thoughts on the global LNG market, and how the added demand for LNG/ North American exports and natural gas supplies will affect your supply strategy?
6. When will natural gas production slow down?
7. What buying or pricing strategies are you currently employing, for instance, what if any long-term purchases are you making or how are you managing hedging activities?
8. What factors, other than price, influence your decision to choose one supplier over another?