Houston Agenda

Day 1: November 8

8:00 – 9:00 a.m.  |  Registration and Continental Breakfast

9:00 – 9:15 a.m.  |  Welcome & Introduction

9:15 – 10:00 a.m.  | State of the North American Natural Gas Market

U.S. natural gas supply, demand and exports are surging to record heights in 2018. At the same time, inventories are nearly 25% below the five-year average. And yet, prices have stabilized near 3.00/MMBtu. What’s the interplay between all of these factors, and how will they look for the rest of 2018 and 2019? The Natural Gas Next 2018 Workshop begins with a real-time analysis of current supply and demand balance and expectations for the upcoming Winter 2018/19 and Summer 2019 season fundamentals.

10:00 – 11:00 a.m.  | Northeast Natural Gas Dynamics

The long-awaited pipeline capacity to move Northeast gas production to higher-margin markets is finally arriving in force, with full in-service capacity of Rover Pipeline and upcoming completions of NEXUS, Atlantic Sunrise and other projects this fall. This session will look at how Northeast gas flows are changing, and which companies are best positioned for the future.

11:00 – 11:15 a.m.  |  Networking Break

11:15  – 12:00 p.m.  | Mid-Continent Natural Gas Dynamics

As the crossroads of immense pipeline networks in the U.S. and from Canada, competition is tough in the Mid-Continent. Can demand from the residential-commercial and power sectors keep pace with flows from Rockies Express and Rover Pipeline? What other options are emerging for gas flows into and out of the region?

12:00 – 1:00 p.m.  |  Lunch

1:00 – 2:00 p.m.  |  Keynote

2:00 – 3:00 p.m.  |  Texas/Southeast Gulf 

Permian oil production continues to produce rising volumes of associated gas. This is changing pricing dynamics not only in the Gulf, but also to the Midwest, West and elsewhere, as new volumes seek markets. Infrastructure constraints are holding back oil producers (and, therefore, associated gas) today. How long will the situation last?

3:00 – 3:15 p.m.  | Networking Break

3:15 – 4:00 p.m.  |  Rockies and the West

As with the Permian, associated gas has become a major part of the Rockies oil and gas story. At the same time, gas from other regions is encroaching on traditional Rockies gas outlets. Learn how these developments are changing gas flows in the region, as well as reverberating through Canadian imports into the U.S. Northwest and exports to Mexico out of the Southwest.

4:00 p.m. – 5:00 p.m.  |  Storage: Summing it Up

All the trends that are occurring in the gas markets show up in the movement of gas inventories. This session will explain why gas inventories have stubbornly remained 25%-30% below the 5-year average since last fall, and what it means for regional prices and the risk of a price spike.

5:00 p.m. – 6:00 p.m.|  Networking Reception


Day 2: November 9


8:30 – 9:00 a.m.  |  Registration and Continental Breakfast

9:00 – 10:00 a.m.  |  Putting the Pieces Together: Analysis and Q&A

Bring your toughest questions to our panel of OPIS PointLogic and IHS Markit experts. Whether you want more details on specific pipeline projects, a look at LNG forecasts, or the reasons for record-breaking supply and demand, we’ll be ready to answer. Start the day with a robust discussion.

10:00 – 11:00 a.m.  | Exports: LNG & Mexico

Exports are a critical component of current and future demand growth for U.S. natural gas. With new U.S. liquefaction units coming online in the next year, exports could more than double to 10 Bcf/d, and gas exports to Mexico will reach a record nearly 5 Bcf/d in 2019. What’s the next wave?

11:00 – 11:15 a.m.  |  Networking Break

11:15 – 12:00 p.m.  |  NGLs: Rising Production, Exports Change Price Relationships 

The traditional price relationships between gas, crude and NGLs have shifted at the same time that record volumes of ethane and propane are being exported. Where are the opportunities, and where are the risks?

12:00 p.m.  |  Workshop Adjourns

Register now!