North American Export Coal & Gas Summit
October 2-4, 2019 | San Francisco, CA
North American Export Coal & Gas Summit
October 2-4, 2019 | San Francisco, CA
Sponsored by
Breakfast sponsored by
John Howland, Vice President, Coal, IHS Markit
Two of the energy world’s most dynamic executives, Xcoal Energy & Resources CEO Ernie Thrasher and CONSOL Energy CEO Jimmy Brock, discuss the challenges and opportunities available in today’s export market and the strategies that will lead to long-term success. The intimate interview format will provide substantial latitude for audience Q&A.
Session Chair: Jim Thompson, Executive Director, North American Coal, IHS Markit
Ernie Thrasher, Chief Executive Officer, Xcoal Energy & Resources
Jimmy Brock, President and Chief Executive Officer, CONSOL Energy
Shale Gale has turned North America into a major exporter of both LNG and coal. As exports ramp up, long term bilateral point to point contracts are being replaced with a myriad of evolving contract pricing structures.
Session Chair: Sam Andrus, Executive Director, North American Natural Gas, IHS Markit
Nicholas Cron, General Manger-Portfolio Optimization & Marketing, Xcoal Energy & Resources
Bob Bennett, Senior Vice President & Chief Marketing Officer, Blackhawk Mining LLC
Chris Holmes, Executive Director, Global Gas and LNG, IHS Markit
(Available to Sponsor)
Potential LNG projects are abundant, and LNG buyers have shown reluctance to enter into large, long-term firm contracts to support new projects. Only the most cost-competitive and creative projects are likely to succeed in making it all the way to FID. Controlling capital costs is paramount, and new technical approaches and business models may be required. Moreover, known lower-cost options for new LNG supply will keep strong competitive pressure on greenfield project developers to offer the most competitive prices. What will it take to get new liquefaction projects over the finish line? Are long term contracts required or are marketing and trading companies taking the lead in supporting projects? Our panelists will discuss their view of the market, lessons learned to date, and what they see as critical components to be successful.
Session Chair: Sam Andrus, Executive Director, North American Natural Gas, IHS Markit
Omar Khayum, Chief Executive Officer, Annova LNG
Susannah Pierce, Director, Corporate Affairs, LNG Canada
Chris Holmes, Executive Director, Global Gas and LNG, IHS Markit
Asia Pacific LNG demand is forecast to grow by 50% over the next decade contributing half of all global demand growth. 230 MMtpa of LNG capacity and over 200 GW of new coal fired power generation is expected to be built over the next decade. The expansion of the Panama Canal and construction of a Canadian west coast LNG export projects are making economic North American coal and LNG supply available. While China and India are currently leading the demand growth, the aggregate demand from other Asian countries could be even greater over the next couple of decades. The panel will discuss the coal and LNG strategies being pursued to support their economic development and climate change policies.
Session Co-Chair: Sam Andrus, Executive Director, North American Natural Gas, IHS Markit
Session Co-Chair: John Howland, Vice President, Coal, IHS Markit
Joo Ho (Tommy) Kim, Director of Coal & Facility Material Procurement Group, POSCO Energy (Korea)
Ms. Chikako Ishiguro, Senior Analyst, Research and Planning Team, Energy Resources and International Business Unit, Osaka Gas Co., Ltd. (Japan)
Kyemin (Kevin) Park, Senior Manager, Coal Team, Korea South East Power Co. (KOEN) (Korea)
(Available to Sponsor)
With a plethora of existing, constructing, and proposed LNG plants, it seems there are as many commercial structures as there are plants. What are some of the things buyers should be looking for. With the current difficulty of getting incremental pipeline capacity built, are there supply adequacy or timing concerns? Does the concentration of LNG plants along the Gulf Coast create pipeline bottlenecks or liquidity concerns? Does underground natural gas storage need to be a part of the supply plan? Does a liquefaction shipper need to reach upstream for supply and, if so, how far? The panel will attempt to address these questions and more.
Session Chair: Sam Andrus, Executive Director, North American Natural Gas, IHS Markit
Bill Geis, Vice President Marketing, Tenaska Marketing Ventures
Brandon Wohlers, Director-Commercial Analysis, EQT Corporation
(Available to Sponsor)
The international market has become an increasingly vital part of U.S. coal producer portfolios. Whether thermal coal for production of electricity, metallurgical coal for steelmaking or coal for industrial use, the U.S. has found interest and opportunity in an increasing number of venues. A group of people who are at the forefront of developing and supplying these markets will discuss where things are – and more importantly, what is likely to happen in the near- and longer-term.
Session Chair: John Howland, Vice President, Coal, IHS Markit
David Lawson, Vice President-Coal, Norfolk Southern
Jim McCaffrey, Chief Commercial Officer, CONSOL Energy
Tim Whelan, Senior Vice President-Sales & Marketing, Alliance Coal
Sponsored by
(Available to Sponsor)
John Howland, Vice President, Coal, IHS Markit
The transition of North America from importer to exporter appears to be changing the global balance of power. In an era of great power rivalry and competition, where some nations have or are using their energy for to further political goals, the Trump Administration has suggested that energy exports be used explicitly to further geopolitical objectives. If domestic energy investments and policies have a foreign policy implication, and most foreign policy decisions have major impacts on domestic energy decisions, how should the US assess the dynamics between national actions/policies on both energy and national security?
Session Chair: Roger Diwan, Vice President, Research and Analysis-Energy & Natural Resources, IHS Markit
Nikos Tsafos, Senior Fellow, Energy & National Security Program, Center for Strategic and International Studies
Dr. Mark Thurber, Associate Director, Program on Energy and Sustainable Development, Stanford University
Mike Toyryla, Director, Policy Analysis and Public Diplomacy, Bureau of Energy Resources, U.S. Department of State
Shale Gale has been estimated to have supported more than two million US jobs, generated over $75 billion in federal and state tax revenue, and contributed more than $283 billion to US GDP. Over the past decade, investments in infrastructure – notably but not solely pipelines – have faced significant delays and impediments to completion. Energy security, and the economic benefits, comes only when energy production, energy transportation, and energy distribution meet the needs of energy consumers. If transportation and export infrastructure are inadequate or insecure, then both energy producers and consumers will suffer. The panel will discuss the importance of a robust energy infrastructure and what their companies are doing to support North American exports.
Session Chair: Sam Andrus, Executive Director, North American Natural Gas, IHS Markit
Cees van de Mortel, Chief Commercial Officer, T. Parker Host
Aaron Brady, Executive Director, Global Oil, IHS Markit
Jim Thompson, Executive Director, North American Coal, IHS Markit
(Available to Sponsor)
North American metallurgical coal is fundamental to global supply/demand, and exporters enjoyed a long run of heavy demand and historically high prices. Weaker global economic news and slow but meaningful supply growth have weighed recently on demand and prices. But North America will still be called upon to support global growth in demand for coal to feed steel production. A strong discussion panel features informed, experienced veterans of the domestic and international coking coal industry.
Session Chair: Jim Thompson, Executive Director, North American Coal, IHS Markit
Fred Cushmore, Vice President-Head of International Sales, Corsa Coal
Jeremy Sussman, Chief Financial Officer, Ramaco Resources
Dan Horn, Senior Vice President-Metallurgical Coal Sales, Contura Energy
Jim Thompson, Executive Director, North American Coal, IHS Markit
Sam Andrus, Executive Director, North American Natural Gas, IHS Markit
Agenda is subject to change and alteration.