Agenda

The Graham Georgetown Rooftop Bar

• The role of shale gas in the global energy mix*
• From energy scarcity to energy abundance – is there oversupply and how will the supply-demand picture evolve?
• Addressing the challenge of inflection point in activity – moving towards more predictability, lower cost and ramp-up of production
• Innovative ways forward – how can surplus capacity be leveraged? Examining connected energy concepts
• Making supply greener – can renewable energy be used to frack wells?
• Dry gas versus liquids? What is the production cost and focus for oil and gas companies?
• What challenges and opportunities does the new administration represent for producers and how can the industry be proactive to raise the game as it relates to smart regulation and an enhanced approach to sustainable operations?

• Making a case for natural gas as the essential pathway to lower carbon energy systems – what does this look like?
• COP21 – what is ahead in Washington for climate change initiatives? What does looking through the Trump lens tell us?
• How can we eliminate methane as the “leak” in the natural gas story?
• The social cost of carbon – how will a carbon price be established and what will make this process successful?
• How far does the methane rollback go in the new administration? How can the industry be pro-active when it comes to sustainability and safety?
• What are methane emission goals for refineries and power plants?

• Joining forces to reach out to state and federal levels – building a convincing argument for the middle ground
• How do political cycles impact underlying business cases and overall industry outlook?
• Examining federal versus state regulations, producing versus non-producing states and their drawbacks and challenges
• FERC vacancies – what it means for the industry and proposed timelines
• Methane rule regulations – what are the risks of over-regulation?

• Global gas demand – where does LNG come in? The economic and geopolitical opportunity of exporting North American natural gas
• How far have North American LNG projects advanced on the trajectory to making the region a major exporter and what lies ahead? Next FID decision on the horizon?
• With the natural gas industry being cyclical by nature, when is demand expected to pick up and how do LNG exporters plan ahead?
• What new demand opportunities will there be for LNG? Can it be the fuel choice for shipping and transport?
• What are current trends in project commercial structures, price formation mechanisms and corporate LNG strategies? How are long-term contracts faring compared to spot trades? Where do LNG portfolio players and LNG trading companies fit into the picture? Are contracting arrangements changing?

The Anderson House

• Opening up the energy dialogue and coalition building conversations – how can the industry collaborate to address arising controversies?
• Aligning natural gas value chain players – how to collaborate across the entire value chain around commercial solutions, lower carbon emissions and new innovative breakthrough technologies?
• Engaging consumers in the energy challenge: how do the googles and apples see the natural gas industry and how can the industry build alliances across the value chain?
• Making the moral case for natural gas and understanding stakeholder expectations – what are considered responsible operations from an integrated viewpoint?
• Encouraging fact-based decisions and conversations – how to engage people committed to solutions? Navigating a careful balancing act of meeting energy needs while ensuring a good trajectory for the environment and meeting sustainability goals
• Can the gap be bridged between the “keep it in the ground” movement and the “drill baby drill” advocates? What does a “win” look like in terms of collaboration?

• What is needed to unlock innovation?
• Data and digital revolution – is it coming and what are the next frontiers of science and technology?
• How can technology offer opportunities for connection and collaboration? How can open innovation with suppliers and other parties be a win-win for all?
• Successfully reducing cost impact of new solutions – how can technology contribute to deliver low-cost, clean energy?
• How do we ensure regulations encourage, rather than stifle innovation? What are market enablers?
• Solving the intermittency challenge – will batteries be the next game changer? Technology as a motor of the on-going energy transition
• Security concerns and how to mitigate them

• The role of new pipelines in enabling natural gas boom and export surge
• The challenges and opportunities of connecting new supply and demand hubs
• Changing fortunes – pipelines as an essential component for North America’s manufacturing and petrochemical renaissance
• How are decisions in the new administration impacting exports via pipeline to Mexico?
• Will there be acceleration in pipeline permitting under a Trump presidency? What are opportunities, challenges and risks?
• Will there be renegotiation of the North American Free Trade Agreement (NAFTA) and what may it mean for pipelines? What will the expansion of cross-border energy transportation infrastructure look like?
• How is the role of state and federal agencies evolving?

• Addressing the enabler position of natural gas for renewables – reliability and intermittence solutions and how natural gas, solar, wind and other renewable energy sources can be at the same table rather than in competition
• Trump’s executive order on energy independence and what it means for review of the Clean Power Plan
• What does a move towards a cleaner, more distributed energy future look like? How does an increase in natural gas fired electricity generation contribute to lowering carbon emissions? What is the target to successful transition?
• Bringing manufacturing back to the US – what is the role of natural gas?

• What are the signals from the investor community?
• How easy will access to financing prove in the long-run?
• Have new operating models and advances in technology brought about more confidence from investors in the sector?
• Have capital flows in the sector come more through bond or equity financing?
• What role have environmental policies had in financing decisions?