Day One - Sunday, October 1, 2017

4:00pm – 5:00pm

Pre-Forum Registration

6:00pm – 7:30pm

Welcome Reception hosted by Honeywell

The Graham Georgetown Rooftop Bar

Day Two - Monday, October 2, 2017

8:00am – 8:45am

Welcome Breakfast & Registration

9:00am

LEVERAGING NORTH AMERICA’S VAST ENERGY RESOURCES – AN ECONOMIC CASE FOR THE UNCONVENTIONAL OPPORTUNITY

  • 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?

Moderator:

Speakers:

10:00am

Coffee Break hosted by Cheniere

10:30am

Keynote Address

Keynote Speaker:

10:45am

ROADMAP TO A CLEANER ENERGY FUTURE – BUILDING A NATURAL GAS BRIDGE TOWARDS A WINNING SOLUTION FOR INDUSTRY, ENVIRONMENT AND CONSUMERS

  • 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?

Moderator:

Speakers:

12:00pm

Lunch hosted by Golden Pass Products

1:20pm

NORTH AMERICAN REGULATORY AND POLICY LANDSCAPE – SMARTER REGULATIONS FOR A SUSTAINABLE ENERGY TRANSITION

  • 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?

Moderator:

Speakers:

2:40pm

A WINDOW INTO THE WORLD FROM A RISING ENERGY PRODUCER– LNG EXPORTS FROM NORTH AMERICA

  • 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?

Moderator:

Speakers:

3:45pm

Coffee Break hosted by Cheniere

4:15pm

DEVELOPING FACTORS IN GLOBAL LNG MARKETS IN RELATION TO US EXPORTS AND NATURAL GAS SUPPLY

  • LNG portfolio optimization for buyers and sellers – world market competitiveness and the value of flexibility in a historically inflexible industry
  • What will niche markets in the global export market look like? What are viable alternatives to large scale projects? What structures can complement current supply?
  • Driving forces in the global LNG trade – perspectives on utilization rate of projects, financing models, and pipelines to market
  • South American, Caribbean and other emerging markets demand – how are they evolving? How does us LNG play into supply and who has the competitive edge?
  • Role of FSRUS: design and operational differences of vessels, progress of ccs technology and on-going developments to optimize commercial operations

Moderator:

Speakers:

5:00pm

Champagne Round Table Talks Hosted By Tellurian Inc.

6:30pm

Departure for Cocktail & Dinner Reception

The Anderson House

7:00pm-8:00pm

Cocktail Reception hosted by LNG Limited

8:00pm - 9:30pm

Dinner Reception

Day Three - Tuesday, October 3, 2017

8:00am – 8:45am

Morning Coffee & Registration

10:30am

Coffee Break hosted by Cheniere

10:45am

BUILDING A CASE FOR ENERGY DIALOGUE ACROSS THE VALUE CHAIN

  • 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?

Moderator:

Speakers:

11:45am

GAME CHANGERS ON THE HORIZON – WHAT IS NEXT FOR NATURAL GAS? WHAT WILL CHALLENGE THE STATUS QUO AND HOW CAN TECHNOLOGY AND A DIGITAL REVOLUTION OPTIMIZE MARGINS?

  • 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

Moderator:

Speakers:

12:45pm

Lunch hosted by Sempra LNG & Midstream

2:00pm

MOVING NATURAL GAS AND HOW THE NEW ADMINISTRATION IS IMPACTING INFRASTRUCTURE PROJECTS AND CROSS-BORDER TRADE

  • 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?

Moderator:

Speakers:

3:00pm

Coffee Break hosted by Cheniere

3:30pm

POWERING THE FUTURE – DEMAND PERSPECTIVES IN NORTH AMERICA

  • 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?

Moderator:

Speakers:

4:30pm

SECTOR INVESTMENT – HOW IS THE FINANCIAL FUTURE LOOKING FOR NEW PROJECTS IN THE ENERGY INDUSTRY?

  • 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?

Moderator:

Speakers:

5:30pm

North American Gas Forum Closing Reception

6:30pm

End of 2017 North American Gas Forum