mef-agenda

Tuesday - April 25, 2017

3:30pm

Welcome Remarks by Energy Dialogues LLC

Speaker

3:45pm

Mexico's Post-Reform Market - The Most Important Energy Story in Latin America

  • Why Mexico and why now? Changing the game and what comes next
  • How can the private industry successfully position itself in the newly developing market?
  • Will Mexico’s reforms become the model for other Latin American countries to open their energy markets?
  • Is this a win-win for the country, as well as the international energy industry?

Q&A

Moderator:

Panelists:

4:45pm

State Keynote - Mexico's Midstream Sector in Transition

Speaker

5:00pm

Mexico’s Energy Backbone – New Midstream Project Opportunities

  • What new projects are foreseen for the expansion of Mexico’s energy infrastructure?
  • When is the right opportunity for investors to move forward?
  • In which states will new project opportunities arise?
  • Are there regional hurdles that investors and developers must be aware of?
  • Project highlights from first movers in the market

Q&A

Moderator:

Panelists:

6:00pm

MEF Welcome Drinks Reception at the W Hotel in Polanco

Wednesday - April 26, 2017

9:00am

Welcome Remarks by Energy Dialogues

Speaker:

9:10am

The Execution of the Five-Year Plan – What it Means for Current and New Market Participants

  • Will natural gas become the energy source for Mexico?
  • What are the details of the five-year plan and how will it be executed?
  • How can participants enter the market as the transfer of contracts from Pemex is underway?
  • What opportunities is the five-year plan opening up for international energy players?
  • How will Pemex work alongside the private sector?

Q&A

Moderator:

Panelists:

10:15am

What Will the Investment Landscape Look Like in Mexico?

  • How have regulatory changes impacted he private equity market?
  • Which segments of the energy market are private equity firms gravitating towards?
  • Have limited partners and equity investors generated interest in this sector and are they willing
    to commit capital?
  • Which structure(s) are being implemented for new investments post-reform?

Q&A

Panelists:

11:15am

Coffee Break

11:45am

Mexico's Power Sector in Transition - Exploring Results, Challenges and Opportunities

  • What market drivers and trends have been observed in the market so far?
  • Auction results; how successful have the auctions been, and what is the status of the projects that received awards?
  • How attractive are opportunities for international participation, and what are perceived challenges and opportunities ahead?
  • What have the successes and failures of the market been so far?
  • What level of transparency is being achieved?
  • Assessing market participation; who has entered the market since its inception? How liquid is the market?
  • What are the upcoming milestones for the market in 2017?

Q&A

Moderator:

Panelists:

12:45pm

The Future of the Electricity Sector and Renewable Energy in Mexico

  • What will clean energy investment in Mexico look like and what will be investment incentives in new technologies? What types of financing are developers most likely to access for projects in the coming year?
  • What does an open market mean for trading in the power generation industry?
  • How will the market evolve with numerous new “Qualified Suppliers involved in the industry?
  • How will “Qualified User” government set goals influence the need for renewable energy generation?
  • From a development perspective, do renewable energy projects generate adequate return on investment to justify their completion?
  • How will renewable energy developers and operators overcome issues around interconnectivity and transmission?

Q&A

Panelists:

1:45pm

Lunch

3:15pm

How New Entrants Can Capitalize on Opportunities in the Open Market – Projects, Structures, Pricing and more

  • What are the financial structures for the various different projects in the energy value-chain?
  • What should new market entrants know about Fibra E?
  • How will commodities prices and forecasts affect the interest of new market participants?
  • What do the consumption numbers say about the long-term potential for new projects?

Q&A

Moderator:

Panelists:

4:30pm

Cross-Border Collaboration

  • What do cross-border infrastructure needs look like and what is needed to integrate Mexico’s energy value chain?
  • Where will Mexico’s energy come from? Looking at cross-border energy movements and logistics
  • How does LNG fit into the market mid- and long-term?
  • Imports versus storage – what will Mexico’s supply picture evolve into?
  • Assessing perspectives of the geopolitical picture in North America and US investments in Mexico’s energy sector

Q&A

Moderator:

Panelists:

5:15pm

Tequila Roundtables – Focused Discussion Around Key Topics in Small Groups

This is an opportunity to meet, network and talk in more depth about specific topics in smaller groups at round tables following the lunch reception.

  • Gas storage opportunities
  • What new technologies are changing the development of projects?
  • Dealing with Federal versus State Governments
  • Liberalization of Mexico’s energy sector – examining physical and financial trading opportunities

6:00pm

End of Day 2

8:00pm

Dinner Reception co-hosted with Mexican Upstream Forum