Agenda

New York Agenda

Houston Agenda

 

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New York 

Day 1: August 27

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

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

9:15 – 10:30 a.m.  | State of the North American Natural Gas Market

U.S. natural gas supply, demand and exports are all surging to record heights in 2018, and prices have stabilized above $2.50/MMBtu. But what will the future bring? Our 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.

10:30 – 10:45 a.m.  |  Networking Break

10:45 – 11:45 a.m.  | Northeast Natural Gas: New Pipelines Change Market Dynamics

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

11:45 a.m. – 12:15 p.m.  | Mid-Continent and Canada: Competition on the Rise

As the crossroads of immense pipeline networks in the U.S. and from Canada, gas flow dynamics across the Mid-continent are volatile, and competition is rising. Can demand from the residential-commercial sector and power sector keep pace with flows from Rockies Express and Rover?

12:15 – 1:00 p.m.  |  Lunch

1:00 – 1:45 p.m.  |  Keynote: Global Trends

1:45 – 2:00 p.m.  |  Networking Break

2:00 – 2:30 p.m.  |  Mexico’s Growing Gas Import Demand 

Pipeline capacity to Mexico has increased since January 2017 and is projected to continue this growth through January 2019. But Mexico’s pipeline network has struggled to keep up. Exports to Mexico are on the rise, but when will the next big jump occur?

2:30 – 3:30 p.m.  |  Texas/Southeast Gulf: Associated Gas on Rapid Rise

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. But infrastructure constraints are becoming more noticeable. What are the key factors to watch in this region?

3:30 – 3:45 p.m.  |  Networking Break

3:45 – 4:30 p.m.  |  Rockies and the West: Stability Is Name of the Game

As with the Permian, associated gas has greatly increased its share of Rockies gas production as producers have focused on recovering crude oil. At the same time, gas from other regions is competing in some traditional Rockies territory. 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.

4:30 – 5:30 p.m.  |  Networking Reception

 

Day 2: August 28, 2018

 

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

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

OPIS PointLogic’s team will take a big-picture look at the moving pieces discussed in the regional breakdowns on Day 1. Our analysts will identify where the biggest disconnects are emerging between supply and demand. Bring your biggest and toughest questions for our experts for a lively discussion.

10:00 – 10:45 a.m.  |  Storage Remains Far Below Historic Averages 

Gas inventories have remained 25%-30% below the 5-year average since last fall. This session will discuss the surprising persistence of the gap, and what it means for regional prices and the risk of a price spike.

10:45 – 11:00 a.m.  |  Networking Break

11:00 – 11:45 a.m.  |  NGLs: Rising Production, Exports Change Price Relationships 

As NGL production has surged and U.S. producers have aggressively targeted export markets, the traditional price relationships between gas, crude and NGLs have shifted. Where are the opportunities, and where are the risks?

11:45 a.m.  |  Workshop Adjourns

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Houston

The agenda for OPIS PointLogic’s Natural Gas NEXT Houston conference will be available soon!