2019 Northeast Agenda

The panel will discuss basis hedging trends as the Northeast transitions from a shortage of pipeline capacity to the current situation where producers are playing catch up due to the influx of new pipeline capacity in recent months. The panel will also explore how long duration bespoke hedging around projects such as renewables and power plants impact gas markets.

Our gas buyer panelists will give you solid and valuable insight into what is currently working, what they have learned from volatility and what they will do differently next time. Topics of discussion to include:

1. What buying or pricing strategies are you currently employing, for instance, what if any long-term purchases are you making or how are you managing the hedging activities?
2. Were there any developments this winter that caused you to look at storage and firm transportation differently? Discuss how and why.
3. What kind of impact will commercial/industrial demand have on the US natural gas market in the next 12-18 months?
4. How have powergen demand, residential and industrial demand impacted the current natural gas market? What about LNG and exports to Mexico?
5. How much do global markets matter now? Jones Act in 2019? Impact of Trade Wars?
6. Are the planned Marcellus/Utica pipeline projects enough to affect the current basis? What do you foresee as a result of the recent pipeline expansion and/or project delays?
7. How are renewables impacting your buying decisions?
8. How are gas buyers thinking about NE production in 2019 given the recent focus on producer capital discipline and liquids?
9. How has the current FERC/Regulatory environment impacted the certification of the pipeline capacity and storage?
10. What factors, other than price, influence your decision to choose one supplier over another?