2025 North American Gas Forum

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• How is the “One Big Beautiful Bill” reshaping permitting, NEPA reviews, and the trajectory of LNG and midstream infrastructure projects?
• How is U.S. LNG being positioned globally under the new administration – especially given competition from Qatar and Russia, concerns about market oversupply, and evolving contract structures?
• What is the direct role of the Energy Dominance Council as the Administration’s chief coordinator for strategy, trade deals, and interagency collaboration in securing U.S. LNG’s future?
• What reforms are needed to provide judicial clarity and ensure the durability and defensibility of federal permits for infrastructure projects?
• How are investors and project financiers interpreting the administration’s evolving policy direction? What signals or regulatory actions are most critical to unlocking new capital for sustainable gas infrastructure and supply chains?

• How does the U.S. compare to China over the past decade in scaling energy and infrastructure for emerging technologies like AI?
• Is the U.S. at risk of falling behind in the AI race, and what role does natural gas infrastructure play?
• How can the energy industry seize the opportunity to support AI, data centers, and tech growth before it’s too late?
• What lessons from infrastructure development can help the U.S. accelerate innovation and maintain global competitiveness?
• Why industry excitement and coordinated action are critical – and how stakeholders can contribute to winning this race.

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Sponsored by:

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• How are utilities balancing near-term reliability and affordability with long-term decarbonization goals?
• How are they using long-term contracting and integrated gas-power system planning to secure firm gas supply, mitigate financial risk, and ensure reliability for customers while navigating regulatory and market complexities?
• How are surging power demand driven by data centers, AI, and electrification shaping federal and state energy policies? What opportunities exist to reinforce natural gas’s role as a reliable, long-term resource?
• What market design and regulatory reforms are critical to ensuring fair cost allocation, incentivizing investment in firm capacity, storage, and grid reliability assets?
• In a market constrained by gas turbine shortages, how can we improve transmission as a strategic lever to increase natural gas power output?
• With increasing convergence of gas and electric markets and adoption of distributed energy resources (DERs), fuel cells, and virtual power plants, what does a resilient, future-proof utility look like – and how must utilities in both monopoly and competitive markets adapt?

• What key signals – including tariffs, shifting feedgas sourcing, and market volatility – are investors watching closely in today’s high-risk environment, and how are they adapting investment strategies accordingly?
• How are capital strategies evolving between long-hold infrastructure investors and the resurgence of short-cycle private equity?
• To what extent are environmental metrics, MRV standards, and differentiated gas frameworks shaping investment decisions, investor confidence and capital allocation decisions?
• Is the convergence of data center growth and gas infrastructure creating a compelling investment case? What are the opportunities, barriers, and execution risks?
• In an era of evolving political landscapes, how are investors stress-testing their assumptions and derisking capital allocation?

• How fast are digital infrastructure (data centers, AI) and industrial loads growing compared to the pace at which new pipelines, storage, and gas-fired generation can realistically come online?
• Which regions are most exposed to infrastructure lag, and what lessons are emerging from high-growth hubs? Which regulatory or market reforms would have the biggest near-term impact on reliability?
• Where do mismatches occur between natural gas producers, LDCs, and power generators on location, timing, and volume – and what mechanisms can improve coordination?
• How are long interconnection queues and extended lead times for gas turbines constraining the ability to add new dispatchable capacity when it’s needed?
• How are midstream companies and ISOs changing planning, interconnection timelines, and pipeline buildout to keep pace with rapid downstream demand growth?
• What roles can gas storage, peaking assets, flexible contracting, and new financing models play in ensuring timely delivery and system resilience as demand patterns shift?

• How can journalists, communicators, and industry voices responsibly discuss trade-offs between climate goals, energy security, affordability, and development without oversimplifying the narrative? Can we create a broader climate coalition based on these priorities?
• How have digital media, social platforms, and AI transformed the way energy and climate stories are produced, framed, and received by the public?
• What role does industry transparency play in supporting accurate, fact-based reporting on energy systems?
• How do echo chambers and ideological bubbles online shape – or distort – public understanding of energy issues, and what can be done to foster more informed, balanced dialogue across perspectives?

• How can industry, policymakers, and innovators better align to expand energy access and affordability?
• What stands in the way today of achieving universal energy access?
• What global perspectives are influencing where natural gas is headed and its role in meeting energy demand?

Hosted By

• CEOs Roundtable (by invitation only)
• Accelerating Energy Infrastructure: Aligning Permitting Reform With National Priorities
  • Moderated by: Alex Oehler, Vice President, External Relations, TC Energy
• Gas & Renewables Integration: What are the complementary roles of gas and renewables, and how can their integration be improved to create a more resilient energy system? How does this balance keep evolving and how can industry lead?
  • Moderated by: Andrey Shuvalov, Vice President, Energy Transition & Integration, Shell USA
• Securing America’s Energy Advantage: Trade Policy, Infrastructure Development, and the Global Role of U.S. Gas
  • Moderated by: Brittany Kelm, Senior Policy Advisor, National Energy Dominance Council, The White House
• Investor Spotlight: What’s bankable now? How investors are structuring and de-risking project financing in U.S. gas and LNG
  • Moderated by: Diana Glassman, Director – Engagement, Federated Hermes Limited
• Decarbonized Gas Products: What’s real and what it will take to move beyond pilots into bankable, large-scale markets
• Labor and EPC Execution: Workforce bottlenecks and challenges on timely delivery of U.S. energy infrastructure build out
  • Moderated by: Luke Johnson, Pipeline Director, Laborers’ International Union of North America (LIUNA)

Hosted By

• How can policymakers reconcile affordability, reliability, emissions goals, and industrial competitiveness in a rapidly changing demand environment?
• What bipartisan paths exist for natural gas to evolve alongside renewables, storage, and emerging low-carbon fuels? What bipartisan solutions could speed approvals for pipelines, storage, and LNG infrastructure while ensuring environmental integrity and community input?
• How can Congress support faster alignment between rising energy demand from data centers, manufacturing, and AI and infrastructure readiness?
• How do House and Senate legislation, administrative rulemaking, and potential judicial review interact to shape energy policy – particularly for permitting, infrastructure approvals, and regulatory certainty – and what strategies can Congress use to advance bipartisan energy solutions?
• With reshoring and digital growth underway, how can natural gas underpin U.S. manufacturing competitiveness and innovation while positioning the country as a global energy leader?
• Where can Congress best support states, regulators, and ISOs in balancing rapid load growth with infrastructure timelines?

• How has the notion of a “north American” system changed over the last year and what opportunities exist for U.S. – Canada collaboration on LNG exports, infrastructure, and aligned methane standards to strengthen North American supply credibility and energy security?
• How can North America sustain its energy competitiveness as exporters like Qatar expand LNG capacity and Russia and China work to secure long-term market share in Europe and Asia?
• With AI and data-center electricity demand set to surge, what role must natural gas and energy policy play in powering the digital economy while meeting reliability and emissions goals?
• With the EU implementing the Carbon Border Adjustment Mechanism (CBAM) and strict methane standards, how can North American exporters ensure compliance, maintain market access, and remain competitive – and what are the risks of falling short?
• What do global buyers and financiers need from North American developers – in terms of contract structures, emissions transparency, and regulatory certainty – to sign long-term deals?

• As North America solidifies its position as the world’s largest LNG exporter, how can the region sustain momentum and adapt its business models to remain competitive?
• What challenges are emerging around evolving environmental requirements and the choices governments are making on emissions and climate policy?
• How are these dynamics impacting both existing and new LNG projects – from financing and permitting to global market access?
• What will it take to ensure natural gas and LNG continue to serve as the lowest-carbon fuels available today, supporting global energy security and industrial decarbonization? How do existing and emerging technologies enable emissions reductions and efficiencies?
• How are developers, EPCs and technology companies navigating supply chain disruptions, rising costs, and labor shortages to ensure projects are being kept on track and move toward execution?

• Working Group – Permitting Reform and the “One Big Beautiful Bill”: Accelerating Transmission Infrastructure to Support Rising Data Center Demand While Upholding NEPA and Community Values
• Emissions and Methane Standards: How are Companies Reconciling U.S. Rollbacks with Tightening EU and IMO Requirements?
  • Moderated by: Ben Cahill, Director, Energy Markets and Policy, University of Texas at Austin
• Global Competitiveness of U.S. LNG: Costs, Markets, and Geopolitics
  • Moderated by: Majed Limam, Manager Americas – LNG & Natural Gas, Poten & Partners
• Gas Turbine Crunch: Supply Chain Bottlenecks, Transmission Constraints, and Solutions for U.S. Power Reliability
• U.S.-Canada Energy Integration and the Geopolitics of Continental Power and Supply Security
  • Moderated by: Robert Johnston, Director, Energy & Natural Resources, School of Public Policy, University of Calgary
• How Investors Are Balancing Natural Gas and Clean Energy Opportunities in Today’s Market
  • Moderated by: Anthony Omokha, Managing Director, Ares Infrastructure Opportunities

• Which technologies are most cost-effective and scalable for detecting and quantifying methane leaks across production sites, pipelines, LNG facilities, and vessels, and how are emerging tools improving accuracy and enabling real-time monitoring to drive results?
• How are digitalization, automation, and electrification innovations improving efficiency and reducing emissions intensity across gas operations – from motors and drives to compressors, pumps, and process optimization systems?
• How are advancements in emissions tracking, certification, and digital verification technologies enabling the scaling of certified LNG and differentiated gas, and what challenges remain in standardizing data across the value chain?
• How is the IMO’s proposed net-zero framework for maritime emissions influencing LNG shipping, and what does the recent adoption delay mean for future decarbonization approaches and investment priorities in the sector?
• In light of recent announcements (Google etc.) what are the opportunities for CCS adoption to scale beyond one-off projects and become a bigger industry trend?
• How are state policies like LCFS and RFS shaping investments in RNG, carbon offsets, and low-emissions gas, and how are energy companies evaluating these solutions?

• What’s preventing timely and reliable gas infrastructure rollout and delivery amid rising demand from industrial, power, and digital sectors?
• In regions facing rapid load growth, how are successful projects getting built despite the odds?
• What is the current scale of the labor shortage in the energy sector, and how does it vary across engineers, skilled trades, and project management roles?
• How does the cyclical nature of the energy industry impact workforce availability, retention, and the ability to scale up for major infrastructure projects?
• How are takeaway constraints from key production basins and limited gas storage affecting pricing, supply reliability, and export growth?
• Where are regulatory mismatches between federal and state levels creating delays or misalignments? What’s needed to translate approvals and planning into timely, real-world pipeline and power infrastructure delivery?