Tuesday | October 9, 2018

4pm – 7pm
Summit Registration Opens


6pm – 8pm
Welcome Cocktail Reception

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Wednesday | October 10, 2018

7:00 – 8:00am
Summit Registration and Breakfast


8:00 – 8:15am
Welcome and Opening Remarks

Conference Chairs:
John Howland, Managing Director – Coal, IHS Markit
Jim Thompson, Executive Director – U.S. Coal, IHS Markit

8:15 – 9:15am
Keynote Session: Exploring the Critical Issues in the North American Coal and Gas Nexus

Ernie Thrasher, CEO, Xcoal Energy and Resources and XLNG
Yasushi Aoki, Managing Executive Officer, Nippon Steel & Sumitomo Metal Corp.

The Summit starts with a tremendous opportunity to interact with two of the global coal industry’s most respected executives. Hosted as a “fireside chat” and in-depth Q&A, these luminaries will share their thoughts, opinions and predictions on the key issues facing the North American coal export and gas markets. Moderated by Jim Thompson, this is a can’t-miss opportunity to learn from two leaders recognized as “best in the business.”

9:15 – 10:15am
Opportunities and Challenges to North American Thermal Coal Supply

Rob Murray, Executive Vice President, Murray Energy
Tim Whelan, Senior Vice President, Alliance Coal
Jim McCaffrey, Chief Commercial Officer, CONSOL Energy
Steve Read, Executive Vice President, Global Coal Sales Group, LLC

Join this panel of experienced industry professionals and experts as they provide actionable market intelligence and analytics covering both challenges and opportunities relating to thermal coal supply in North America – at present and in the medium to long term.

10:15 – 10:45am
Networking Refreshment Break

(Available for Sponsorship)

10:45 – 11:30am
LNG Supply – So Many Projects and So Little Time

Sam Andrus, Executive Director – North American Natural Gas Research, IHS Markit
Bob Ineson, Executive Director, IHS Markit

In the game of musical chairs, with so many proposed LNG export projects and a limited amount of demand, who gets a chair when the music stops, and why? Is pipeline infrastructure growth in the U.S. sufficient to satisfy both the gas/coal continuation and growing LNG exports? How do US liquefaction terminals compete as more projects come on line in Canada, Australia, and Africa? How does the interplay between project cost and cost of supply impact the relative competitiveness of projects? How do expected changes in US supply dynamics impact export terminal utilization? This panel will examine these key questions and offer insight on the evolving LNG market.

11:30am – 12:30pm
The North American Export Infrastructure – Meeting Current Needs and Future Demands

Jim Thompson, Executive Director – U.S. Coal, IHS Markit
David Lawson, Vice President, Norfolk Southern
David Host, President, T. Parker Host
Paul Reagan, President, Sampling Associates International
Rick Cole, President, Dominion Terminal Associates  

Transport and ocean terminals have been effective in responding to increased global demand for U.S. coal, but challenges do exist. How are those being overcome, and what major events could further transform and expand the ability of North America to address growing international demand?

12:30 – 1:30pm
Networking Luncheon

(Available for Sponsorship)

1:30 – 2:30pm
LNG Demand – Picking Winners and Losers

Sam Andrus, Executive Director – North American Natural Gas Research, IHS Markit
Tim Gardner, Executive Director, IHS Markit
Xizhou Zhou, Executive Director, IHS Markit

With so many projects pursuing contracts, buyers have the ability to create winners and losers. Come listen to major players in the global LNG trade discuss their thoughts and criteria regarding projects and whether it makes sense to contract now or later. How do you decide which project to go with? In a world of oversupply how do buyers optimize their purchases? Or, is demand growth stronger than expected and oversupply not assured. Does global oversupply push back on the U.S.?

2:30 – 3:00pm
Networking Refreshment Break

(Available for Sponsorship)

3:00 – 5:00pm
Export Coal and Gas Workshop

Sam Andrus, Executive Director – North American Natural Gas Research, IHS Markit
Jack Weixel, Director, OPIS PointLogic
Charles Nevle, Director, OPIS PointLogic
Janet Gellici, CEO, National Coal Council

Join recognized senior subject matter experts as they present high-level research and insights dealing with global coal and natural gas supply/demand issues and metrics. Attendees will walk away with actionable information, detailed analysis as well as a keen grasp of the “must know” factors that can and may well tip the S/D balance in both the near and longer term.

5:30 – 6:30pm
Networking Happy Hour

(Available for Sponsorship)

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Thursday | October 11, 2018

7:30 – 8:30am
Registration and Breakfast


8:30 – 8:45am
Welcome and Opening Remarks

Conference Chairs:
John Howland, Managing Director – Coal, IHS Markit
Jim Thompson, Executive Director – U.S. Coal, IHS Markit

8:45 – 9:30am
Keynote Session: Alberta, Canada – Developing a Thermal Coal Complex

Paul Vining, CEO, The Cline Group

The Cline Group has in development a major thermal coal operation that will produce in its first phase 7 million annual tonnes of coal. The Alberta, Canada project is unique in North American supply development and will bring on line in 2019 the only major source of new thermal supply. In this Keynote, you’ll learn project specifics and hear the market views directly from one of the world’s most respected coal executives.

9:30 – 10:30am
Analyzing and Examining the International Implications of U.S. Coal/Gas Interplay

Jack Weixel, Director, OPIS PointLogic
Charles Nevle, Director, OPIS PointLogic

As natural gas has taken the mantle of baseload generation fuel supply in the U.S., coal plants have moved to intermediate and peaking status. Gas has increased its share of the generation mix, while coal has been forced to compete as never before. What are the implications of this competition on supply and market distribution? Will the availability of coal to the global market be significantly affected? How does the surge in associated gas production in North America impact Henry Hub prices and how does this, in turn, impact demand dynamics? How does the growth of renewables challenge the gas/coal story in the U.S. and the drive to meet Paris accord targets impact gas demand globally?

10:30 – 11:00am
Networking Refreshment Break

(Available for Sponsorship)

11:00am – 12:00pm
How is North America Fundamental to Global Thermal Coal S/D and How Much Can it Deliver?

Jim Thompson, Executive Director – U.S. Coal, IHS Markit
Harry Papadopoulos, Head of US Coal Trading, RWE
Chris Savage, Head of U.S. Coal Trading, Jera Trading
Sajid Hussain, Marketing Manager, Agro Trade
Bruno Luycx, Trader – Coal, Oil & Freight Desk, EnBW Energie Baden-Württemberg AG

This impactful panel will consist of global coal consumers and traders offering their views of the seaborne market and discussing the opportunities and challenges presented to North American suppliers in a world that seems increasingly supply constrained.

12:00 – 1:00pm
The New Paradigm and Realities in Global Met Coal

John Howland, Managing Director – Coal, IHS Markit
Bob Bennett, Chief Commercial Officer, Blackhawk Mining
Neil Bristow, Principal, H&W Worldwide Consulting
Bill Boyle, Vice President – Metallurgical Coal Marketing, Javelin Global Commodities

Persistently elevated prices have characterized the past two years, and supply has not been as responsive as in the past – not least because of capital access and cost challenges. Do the fundamentals suggest a permanent change in past price assumptions, and can the market find a way to attract the supply needed to meet global steelmaking coal demand? How will North America fit in the global picture?

1:00 – 1:45pm
Brews and Views

(Available for Sponsorship)

The final networking and knowledge transfer event of the Summit. Attendees will enjoy a light lunch and beverages while engaging in an open exchange of ideas and strategy with each other and Summit presenters. Moderated by the IHS Markit conference chairs, this is sure to be a popular and lively conclusion to the Summit!

Summit Concludes


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Agenda is subject to change and alteration.