MONDAY, OCTOBER 23, 2023
3:00 - 4:00 pm
Pre-Forum Registration
5:30 pm
Welcome Reception
TUESDAY, OCTOBER 24, 2023
8:00 - 8:45 am
Registration and Breakfast
Sponsored by
8:45 - 9:00 am
Welcome Remarks
Speaker
Monika Simões, Founder & CEO, Energy Dialogues
9:00 - 9:30 am
Keynote Address
Houston, We May Have a Problem: The US Natural Gas Resource Landscape
Keynote Speaker
Scott Tinker, Director of the Bureau of Economic Geology, University of Texas at Austin
9:30 - 10:20 am
Panel Discussion
The energy trilemma and the role for natural gas
- Possible solutions to put us on a trajectory in the right direction – Do we want pragmatism at speed or attempt perfection with severe delays and possible failure?
- How the close link between energy security and energy transition has taken shape over the last eighteen months and what we can learn from it
- Business priorities of natural gas leaders today – lowering emissions across the value chain while providing available, affordable, cleaner energy, water and air
- The missing switch to turn off high-carbon emitting fuels – formulating a better natural gas narrative to cover the far-reaching impact natural gas and oil products have for humanity
Moderator
Anne Bradbury, CEO, AXPC
Panelists
Toby Rice, President & CEO, EQT
Brandon Spencer, President, Energy Industries, ABB
Sarah Delille, VP of US Country Management, Equinor
Norris Wright, VP Gas, LNG and Low Carbon Origination, Constellation
10:20 - 10:50 am
Networking Coffee Break
10:50
Fireside Chat with -
Speaker
Jigar Shah, Director Loan Programs Office, Department of Energy
11:05 - 11:50
Panel Discussion
How will we finance the energy transition?
- What are the dangers of underinvesting in infrastructure and supply security? What scenarios should be considered given conflicting timelines for decarbonization, investment, infrastructure and energy security?
- Are the investment tides shifting and what makes it so? How is the IRA impacting investment trends? The importance of transparency, standards, predictability, timing and clear guidelines
- What role pension funds, endowments and foundations may play in energy investments and why divesting doesn’t change the demand curve
- Why investment in energy projects needs to be considered through a global lens
- The impact and consequences of regional approaches with different timelines and resources
Moderator
Josh Martin, Managing Director, Pickering Energy Partners
Panelists
Jigar Shah, Director Loan Programs Office, Department of Energy
David Finan, Managing Partner, EIV Capital
Dan Bakal Senior Program Director, Climate & Energy Ceres
11:50 - 12:40 pm
Panel Discussion
Opportunities and limits to electrification
- The role of natural gas in reliability – electrification goals and the role of renewables
- What does permitting look like for this new transition infrastructure?
- What part will hydrogen play in the electrification journey?
- What are practical transition solutions that drive progress without compromising on reliability and affordability? Striking the right mix of electrons and molecules/fuel in the mix – what do we need?
Moderator
Shailesh Sahay, Partner, Baker Botts
Panelists
Usha Turner, Vice President - Chief Sustainability Officer, Chesapeake Energy
Chris Moser, EVP, Head of Competitive Markets & Policy,, NRG Energy
Sarah Wright, Founder & Managing Partner, Hull Street Energy
Steven Borsos, Vice President of LNG, Fluor
12:40 - 2:00 pm
Networking Luncheon
Sponsored by
2:00 - 2:30 pm
Fireside Chat
Fast-evolving energy geopolitics - what will US energy mean for the world?
- How are energy dynamics likely to shape up between OPEC, US and the rest of the world?
- How have the powers shifted since the Ukraine invasion and what does it mean for energy supply and demand going forward?
- What are geopolitical implications and how important are allies in a changing world?
Moderator
Naomi Boness, Managing Director, Stanford University - Natural Gas Initiative
Speaker
Geoffrey R. Pyatt, Assistant Secretary for Energy Resources, US Department of State
2:30 - 3:20 pm
Panel Discussion
How can North American natural gas contribute to maximum emission reduction potential through LNG supply globally?
- What should global partnerships look like in the current era of balancing emissions reduction with energy security?
- What contract flexibility (i.e. short-term needs EU, long-term requirements US) can we expect to see taking shape? How can projects be de-risked?
- How can the industry manage short- and long-term demands around exports and LNG production? What business models, policies and technologies can help accelerate transition to lower-emissions LNG and a lower-carbon economy?
- How far have we come on environmental stewardship and global standards setting? What collaborations and dialogue are necessary to advance? How can LNG help shape the trajectory for countries to meet their NDCs?
- How can DOE’s initiative around differentiated gas help domestic and global gas production? What industry engagement is required?
Moderator
Kevin Book, Managing Director, ClearView Energy Partners
Panelists
Khary Cauthen, VP of Federal Government Affairs, Cheniere
Gerry Dillemuth, VP Compression Sales North America, Siemens Energy
Garry Tanner, Partner, Quantum Capital Group
Majed Limam, Manager, Americas - LNG and Natural Gas Advisors, Poten & Partners
3:20pm - 3:50 pm
Networking Coffee Break
3:50 - 4:20 pm
Armchair Debate
Balancing environmental objectives with realities of industry and technology
- What will it take for energy and environmental leaders to work together solving decarbonization goals?
- How can everyone get better aligned around the common goal of reducing emissions?
- What do we need to do to create more innovative and important collaborations?
Speakers
John Davies, CEO & Chairman, Davies Public Affairs
Octávio Simões, President & CEO, Tellurian
4:20 - 4:50 pm
Spotlight Conversation:
Carbon accounting in the gas value chain and how trends will shape carbon markets of the future
Moderator
Robert Stout, Senior Advisor, Policy & Outreach, Energy Emissions Modeling & Data Lab
Panelists
David Gillers, Chief of Staff and Chief Operating Officer, Commodity Futures Trading Commission
Tom Hassenboehler, Executive Director, Differentiated Gas Coordinating Council
4:50 - 5:50 pm
Champagne roundtable sessions
- What is the role of the IRA in pushing CCUS projects across the U.S.? Will that be enough to sustain the industry efforts in creating viable, long-term carbon capture initiatives?
- How to create a hydrogen market: from Hubs to pipelines and the role of hard to abate industries in generating more than just buzz around hydrogen as a resource. What are the indications for natural gas demand in connection with hydrogen development? Where will growth come from as well as potential for export? Where are we at with blue hydrogen? Ammonia?
- What is the role of LNG in the global, lower carbon context? What role will US LNG play in European supply given Europe’s energy transition goals?
- Critical minerals and global supply chains: what is the geostrategic value of supplying allies and owning critical resources? What are the dangers of mining and processing being done by “unfriendly” countries?
7:00 - 9:30 pm
Cocktail Reception
Dinner Reception
Sponsored by
Moderator
Ken Medlock, Senior Director Center for Energy Studies, Rice University's Baker Institute
Dinner Speaker
Carolyn Comer, President, Shell Energy Americas
WEDNESDAY, OCTOBER 25, 2023
8:00 am
Breakfast
8:45 am
Welcome Remarks
Speaker
Monika Simões, Founder & CEO, Energy Dialogues
9:00 - 9:50 am
Legislative Panel
- LNG exports and support on the policy level, energy security and domestic prices
- Infrastructure and permitting – what does future permitting look like?
- Support roles to foster investment – where do we need to move the needle and accelerate development?
- What could the government do to incentivize long-term deals?
Moderator
Tim Tarpley, President, Energy Workforce & Technology Council
Panelists
Hon. Greg Pence, U.S. Representative, Indiana
Hon. Jeff Duncan, U.S. Representative, South Carolina
9:50 - 10:10 am
Networking Coffee Break
10:10 - 11:00 am
Panel Session
Harnessing the power of innovation and technology - building a secure, affordable, low-carbon energy future
- Mission possible: collaboration and advances needed to invent tomorrow’s lower-carbon energy solutions, scale technologies, solve challenges and tough problems
- What are currently the most promising technologies to help speed up decarbonization and lower emissions? What efficiency and scale gains are worth noting? Discussing CCUS, carbon tech and other options
- How far are we from net-zero goals and what can technology contribute to minimize the gap?
Moderator
Sasha Mackler, Executive Director Energy Program, Bipartisan Policy Center
Panelists
Doug Schultz, COO Office of Clean Energy Demonstrations (OCED), Department of Energy
Stephen Westhoven, President and CEO, NJ Resources
Jason Oates, VP of Environmental and Regulatory, PureWest Energy
Jean-Francois Gauthier, VP of Strategy, GHGSat
Aziz Bamik, General Manager, GTT
11:00 am - 12:00 pm
Innovation Working Group
11:00 am - 12:00 pm
Coffee roundtable session
12:00pm - 1:20 pm
Networking Luncheon
1:20 - 2:00 pm
Panel Discussion
Methane reduction opportunities along the value chain
- How do we incentivize gathering and infrastructure build-out along, especially in the context of low gas prices?
- What does it cost to abate and what strategies and opportunities do we need to look at?
- What carbon management capabilities need to be further developed?
- Where is most methane emitted and what does it signal around where initiatives and abatement are required?
Moderator
Aaron Padilla, Vice President of Corporate Policy, API
Panelists
Robert Phillips, Founder, Chairman and CEO, Crestwood Equity Partners LP
Joanne Mello, Vice President of Corporate Sustainability, Southern Company Gas
Jeremiah Ashcroft, CEO, Crescent Midstream
2:00 - 2:10 pm
Student Spotlight and Takeaways
2:10 - 3:00 pm
Panel Discussion
Permitting and infrastructure - the need for an accelerated permitting timeline
- How do we build, increase and maintain infrastructure – the lifeline of energy and any transition framework? Addressing the biggest impediment to moving forward
- Understanding the scale of infrastructure, critical minerals and raw materials for a new energy system – how do you repurpose what you already have?
- Project deep dive – what happens when companies site a new project, what does a permitting matrix for different facilities look like? Issues at federal, state and local levels
- Addressing what needs to be done to permit a facility and how to simplify requirements – are there ways to streamline processes? How does the current permitting framework impact gas, hydrogen, wind and solar projects?
Moderator
Katharine Ehly, Senior Policy Advisor, NGSA/CLNG
Panelists
Jeff Hammad, Chief Commercial Officer, Golden Pass LNG
Dan Brouilette, President and CEO-elect, Edison Electric Institute
Jesse Arenivas, CEO, EnLink Midstream
Fred Hutchison, President & CEO, LNG Allies
3:00 - 3:20 pm
Networking Coffee Break
3:20 - 3:40
FERC Keynote
Keynote speaker
James Danly, Commissioner, Federal Energy Regulatory Commission
3:40 - 3:50
Polling and Commentary
3:50 - 4:40 pm
Panel Discussion
- What are the risks of focusing very heavily on net-zero by 2050 and other such big goals? How do we set realistic, achievable targets?
- What is being done today to clean up energy production, water, air and the environment?
- How do we avoid unintended consequences and for perfection to be the enemy of the good? The case of coal-to-gas switching and when affordability becomes an issue
- Closing the gap between ambition and reality – what can a healthy energy evolution look like? How do we recapture the narrative around innovation & growth?
- Expectations for COP28 – how do we build pragmatic, non-partisan consensus, non-partisan and align narratives, rhetoric and facts?
Moderator
Ken Medlock, Senior Director Center for Energy Studies, Rice University's Baker Institute
Panelists
Alan Armstrong, CEO, Williams
Octávio Simões, President & CEO, Tellurian
Melanie Kenderdine, Principle, Executive Vice President, Energy Futures Initiative
4:40
Conclusions and End of North American Gas Forum
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