North American Gas Forum

• What does U.S. energy leadership mean in a world defined by AI demand, industrial competitiveness and geopolitical instability?
• How should policy balance production growth, infrastructure delivery, affordability and emissions performance?
• Where does natural gas fit in the administration’s broader strategy for reliability, manufacturing and global energy security?
• What do industry leaders need to prioritize if they want to convert policy momentum into projects that get built?
• How should leaders think about the evolving relationship between GCC producers and the Americas as energy, trade and security realign?

• What are the most important energy realities that leaders should understand today?
• Can societies realistically pursue affordability, reliability, energy security, and lower emissions simultaneously?
• How can energy leaders have more productive conversations about complex challenges and competing priorities?

• How have the physical and financial gas markets changed over the past year, and what has surprised producers and exporters the most?
• Between the wellhead and the export terminal, where are the tightest points today: pipeline takeaway, feed gas, construction capacity or permitting?
• Producers now sign LNG offtake deals and supply power and data center projects directly. What’s driving these new deal structures, who carries the price risk, and how closely will Henry Hub follow global prices?
• Which signals best help executives separate lasting demand growth from cyclical noise?
• What’s the strongest long-term case for natural gas, and where is it most exposed: price, policy, oversupply or competing technologies?

• How are leading operators evolving their business models to compete in an environment defined by LNG growth, AI-driven power demand, and increasing market complexity?
• What capabilities will define the successful operator of the next decade – integration, flexibility, commercial sophistication, digitalization, or scale?
• How are companies positioning themselves to access premium markets and maximize value across domestic, LNG, power, and global energy markets?
• What strategic partnerships, acquisitions, and integration models are emerging to better connect supply, infrastructure, power generation, and end-use demand?
• How are operators balancing growth opportunities with capital discipline, operational resilience, and long-term competitiveness?

• How is rising data center demand reshaping the role of natural gas and midstream infrastructure? Are speed, reliability and scalability of power more important than ever?
• Where are the most acute roadblocks: permitting, community acceptance, supply chain, interconnection, turbines, capital structure or regulation?
• The Rise of Off-Grid/Behind-the-Meter Power: What are the long-term system impacts, regulatory challenges, and emissions profiles of tech companies building localized, dedicated gas generation to bypass the grid entirely?
• How are midstream companies and ISOs changing planning, interconnection timelines, and pipeline buildout to keep pace with rapid downstream demand growth?
• What will it take to build the infrastructure for the future?

• How are utilities balancing near-term reliability and affordability with long-term decarbonization objectives while meeting unprecedented load growth?
• How are utilities, ISOs, and gas suppliers using integrated gas-power planning, long-term contracting, and infrastructure development to secure reliable fuel supply and reduce system risk?
• What market design, regulatory, and cost-allocation reforms are needed to incentivize investment in firm generation, storage, transmission, and other reliability-critical assets?
• As gas turbine shortages, interconnection delays, and infrastructure constraints persist, what strategies can accelerate deployment of dependable capacity and maximize existing system performance?
• As gas and electric markets increasingly converge—and distributed energy resources, fuel cells, and virtual power plants gain scale—what does a resilient, future-ready utility model look like?

• How are growing power needs reshaping investment, infrastructure, and location decisions, and what matters most to customers: speed, reliability, affordability, or lower-carbon energy?
• What do utilities, natural gas suppliers, hyperscalers, investors, and policymakers need from one another to deliver growth while managing emissions?
• What roles can differentiated natural gas (DNG) and CCS play, and what will turn customer interest into commercial commitments and willingness to pay?
• How can emissions frameworks recognize early decarbonization investments while encouraging further reductions?

• How have the midterm elections reshaped the political landscape, and what do the results signal about the future direction of energy policy, particularly for the Democrats?
• As Americans continue to face rising energy costs, how can elected leaders, particularly Democrats, advance pragmatic energy policies that prioritize affordability, reliability, economic competitiveness, and environmental progress?
• How can elected leaders build durable bipartisan consensus around long-term infrastructure investments that extend beyond election cycles?
• What role should energy – including natural gas, power infrastructure, and LNG exports – play in strengthening American competitiveness, meeting growing energy demand, and supporting regional economic development?
• What lessons can current and former elected officials share about advancing practical energy solutions in a polarized political environment, and where are the greatest opportunities for bipartisan cooperation?

• How are gas, power, LNG, and infrastructure contracting models evolving to support long-term reliability and growing demand? Are we entering a new era of longer-term contracting and infrastructure-backed investment frameworks?
• How are AI, data centers, industrial expansion, and energy security considerations reshaping investment priorities across energy markets?
• What types of projects, partnerships, and commercial structures are attracting capital today – and why?
• What is the “path of least resistance” for investment likely to look like over the next decade, and what market signals should industry leaders be watching to understand where capital, customers, and demand are headed next?
• As investment decisions become increasingly consequential for reliability, affordability, competitiveness, and energy security, how can the industry avoid capital misallocation and ensure investments contribute to a stronger, more resilient, and future-ready physical energy

• Europe’s Energy Security Meets Regulatory Reality: What’s Next for U.S. LNG?: How evolving European climate, methane and trade policies could reshape the transatlantic natural gas relationship.
  • Facilitator: Courtney Loper, Head of Government Relations and Public Affairs, EQT
• Engineering the Next Decade of LNG Growth: Examining whether infrastructure and technology can keep pace with projected LNG export expansion.
  • Facilitator: Patrice Brossard, General Manager, Gaztransport & Technigaz North America
• Power Demand Reality Check: Planning for AI, Manufacturing and Electrification. Competing demand forecasts, planning assumptions, and the role of natural gas in reliably meeting unprecedented growth in electricity consumption.
• Reliability at Scale: Strengthening Gas-Electric Coordination. Discuss how utilities, grid operators, and natural gas providers can better align planning, contracting, and infrastructure development to maintain reliability in a rapidly evolving energy system.
  • Facilitator: Mike Gladstone, Vice President, Public Affairs and Communications, Enbridge Gas
• Improving Coordination Across the Energy and Technology Value Chain. Practical approaches to aligning timelines, investment decisions, infrastructure planning, and risk allocation across the organizations responsible for powering the AI economy.
• Pricing Risk in a Global Gas Market: What Will It Take for Buyers and Sellers to Commit? Practical ways to close hedging gaps across U.S., European and Asian prices and build the confidence needed to commit to lower-emissions gas contracts.
  • Facilitator: Joe Raia, President, Abaxx

Directly after the Champagne Roundtables, guests gather at sponsor-hosted tables for the Executive Dinner. Each year, the dinner also gives the floor to the next generation. Students from the Williams sponsored Student Program have spent the day engaging with the industry’s senior leaders, and at dinner they share what stood out, what surprised them and what they would ask.

• Following the midterm elections, what is a “go,” “yield,” and “stop” for permitting reform, LNG development, transmission expansion, pipeline approvals, and infrastructure investment?
• How are House and Senate legislation, agency implementation, regulatory proceedings, and judicial review likely to influence energy development over the next two years?
• Which policy reforms have the highest probability of advancing, and where are the biggest barriers to progress?
• What bipartisan opportunities exist to accelerate infrastructure development while maintaining regulatory certainty and public confidence?
• How should investors, utilities, operators, and infrastructure developers assess policy risk and opportunity in the current environment?

• What are the most critical areas of interconnectedness across the U.S., Canada, and Mexico – from natural gas and power systems to manufacturing, supply chains, labor, and infrastructure – and how can they be strengthened?
• How can North America better leverage its integrated energy system to attract investment, support industrial growth, and compete with other global economic blocs?
• What infrastructure investments are most critical to improving the flow of energy, products, and services across borders, and where do bottlenecks remain?
• How are growing power demands from manufacturing, AI, data centers, and industrial development changing the strategic importance of continental energy integration?
• What policy, regulatory, and trade frameworks are needed to provide long-term certainty and encourage investment across North America’s interconnected energy system?

• Where are the most acute skilled labor shortages today, and how significantly are they impacting project costs, schedules, and execution?
• What supply chain constraints continue to affect energy infrastructure development, including turbines, transformers, electrical equipment, steel, and other critical components?
• How are project developers, contractors, utilities, and energy companies adapting procurement, construction, and project management strategies to reduce risk and improve delivery timelines?
• What role should industry, labor organizations, educational institutions, and policymakers play in strengthening North America’s energy workforce and industrial capacity?
• Looking ahead, what are the biggest barriers to delivering the infrastructure required for AI, data centers, manufacturing growth, LNG expansion, and grid modernization – and how can they be addressed?

• What will it take to build the generation, transmission, and distribution capacity required to support unprecedented growth in demand from AI, data centers, manufacturing, and electrification?
• How can the industry balance the need for speed with the requirements of reliability, affordability, system resilience, and lower-emissions objectives?
• What is the latest assessment of social license challenges for hyperscalers and the energy players that supply them?
• What technologies, planning approaches, and operational efficiencies have the greatest potential to maximize overall system performance?
• Who is paying for the grid of tomorrow? Where are hyperscalers and large industrials stepping in to directly fund grid infrastructure, and what does that mean for the traditional utility model?
• As new gas-fired generation gets built to meet this demand, which basins are best positioned to supply it, and where is associated gas supply outrunning the infrastructure needed to move it to power markets?

• Where are organizations seeing measurable operational impact from AI – and where are results still unclear or overstated?
• What distinguishes agentic tools from traditional AI applications and what are the barriers to adoption? What are the risks?
• How should executives think about deploying these tools responsibly – what decisions should remain human, and where can systems truly augment workflows?
• What can energy learn from other sectors (automotive, manufacturing, tech), and where might energy be leading in ways others can adopt?
• Where is collaboration needed across companies, vendors, and ecosystems to move from isolated tools to scalable systems?

• How have recent geopolitical events and supply disruptions reinforced LNG’s role in global energy security, and what differentiates the United States as a reliable long-term supplier?
• How are global LNG trade flows evolving as buyers seek greater supply diversification, security, and flexibility?
• What impact are emerging LNG supply sources, project delays, and geopolitical risks having on market dynamics, pricing, and investment decisions?
• How could Alaska LNG reshape North America’s access to Pacific markets, and what strategic opportunities does it create for Asian buyers?
• As global demand grows, what infrastructure, policy frameworks, carbon intensity priorities, and commercial structures will be required to maintain North America’s competitive position in LNG markets?
• As new pipeline capacity opens up previously constrained basins, how is the supply base feeding U.S. LNG exports shifting, and what does that mean for long-term feedgas reliability and cost?

• Accelerating Energy Infrastructure: What Will It Take to Build Faster? Practical solutions to overcome permitting, workforce, supply chain, financing, and community engagement challenges that are slowing critical energy infrastructure projects.
• Who Buys the Next Wave of LNG: What Will It Take to Sign New Long-Term Deals? The buyer groups, contract terms and commercial structures that can turn interest in U.S. LNG into signed long-term commitments.
  • Facilitator: Majed Limam, Manager Americas, Poten Advisors
• Gas Distribution in a High-Demand Era: How Do Utilities Invest for Growth and Keep Bills Affordable? Practical approaches to firm capacity, cost allocation and winter peak planning that protect homes and businesses while helping data centers and other large loads pay their share of the system they rely on.
• The Intelligence Economy: Data Centers, Hyperscalers and the Demand Boom. What is required to build capacity at the required speed while protecting reliability and affordability? What are the social license challenges for hyperscalers and energy suppliers, and how can they be addressed early?

• What does energy abundance mean for people, communities, and economic development?
• Can the world realistically achieve both greater energy access and lower emissions, and what will it take?
• How should industry approach methane reduction, innovation, and environmental stewardship while meeting growing demand?
• What role can natural gas play in improving lives, strengthening energy security, and supporting lower-emissions outcomes globally?
• How can leaders foster more productive conversations about energy that acknowledge complexity, uncertainty, and the importance of trade-offs?

• What happens if the center of incremental energy production and global supply shifts toward the U.S., Canada, Mexico, South America and the broader Americas? What have we learned from a year that started with Venezuela news, continued with Iran and the Strait of Hormuz closure and was marked by tectonic shifts around the globe?
• What is the durable strategic case for natural gas in 2036?
• What risks most threaten the industry’s position: technology, policy, cost, geopolitics, public trust or demand uncertainty?
• Which decisions made today will matter most over the next decade?
• What would senior leaders tell a young person entering the gas industry now?