2017 US Mexico Agenda

•How a strengthening Mexico market will impact the US market

•What factors influence Mexico’s demand forecast –
Political, Regulatory, Economic, LNG Exports, Petrochemical and Power Demand

Optional Afternoon Networking Activity (Topgolf)

This panel will take a closer look at the commercial considerations for US gas traders looking to do business in Mexico’s emerging natural gas market.

Geoff Street of Tenaska Gas de Mexico will give a US marketers view on the changing dynamics in South and West Texas, which will continue to be heavily influenced by Mexican imports; as well as the achievements of the Mexican gas market reform so far, highlighting the similarities between the US and Mexico markets.

James Fowler, editor of the ICIS Mexico Energy Report will then take a closer look at the emerging pricing environment in the Mexican gas market, focusing in particular on the factors influencing natural gas prices and the potential for regional indices to develop.

Finally, Pat McKinnon of Euler Hermes Energy will focus on the credit issues and alternatives for companies looking to transact into Mexico. The challenges Mexican counterparties will face, and ways they can evolve to create value.

July 1, 2017 - Historic date for the natural gas sector in Mexico. On such date started the so-called “permanent regime” of capacity reservation in the National Integrated Transportation and Storage System. In addition, the terms and conditions for the first-hand sales of natural gas made by Pemex Industrial Transformation, and the natural gas trading contract model for the affiliate MGC México, entered into force.

Hear from Key Regulators from Mexico who will discuss the Energy Reform!

Please join our hosts, the Corporate Sponsors, at a cocktail reception in your honor. Don’t make your dinner plans too early as hors d’oeuvres and an open bar will be the highlight of this extremely well attended session!

•North American energy markets are more interconnected than ever before – not only across geographies, but across commodities as well.Future oil and NGLs prices are expected to have a significant impact on domestic natural gas production trends. The regulatory and political landscape will likely shape the timing and pace of investment in new infrastructure. On the demand side, the size and timing of natural gas exports (via Mexican pipelines and/or LNG liquefaction facilities) will be driven increasingly by global supply/demand factors. Gas buyers will need to consider more variables (including global weather patterns, infrastructure outages, geopolitical risks) in determining their future price outlooks. All of these factors could potentially add even more volatility to an already ever-changing domestic picture, reinforcing the need for a robust risk management program.