This Panel of Utility and Industrial Gas Buyers bring their unique perspectives on various aspects across the commercial natural gas chain. Topics include:

Market Fundamentals (Supply, Demand, Pricing):
1.Assessment of current market conditions
2.Forecast for commodity price volatility
3.Impact of pricing/volatility on demand
4.Supply availability – issues challenges Impact of LNG exports
5.Seasonal challenges?
6.Utility Buyers: How do regulatory requirements constrain your ability to structure gas supply arrangements?
7. Industrial Buyers: How significant is the price of natural gas in managing your operations? How do you manage natural gas price volatility in your operations?

Gas Supply Arrangements:
1.Preferred gas supply arrangement structure (Term vs. spot; Index vs. fixed; etc.)
2.Do current market conditions present a challenge in meeting gas supply requirements?
3.How responsive are marketers/producers in addressing preferences?
4.Are marketers/producers proactive and creative in offering innovative products/services?
5.Diversification of your portfolio of gas suppliers (e.g. portfolio approach)
6.What is your strategy for managing storage going into winter 2022/2023?

Energy Transition:
1.How has Energy Transition affected your gas purchasing strategies?
2.Do you have mandates for lowering your company’s carbon footprint?
3.Do your customers expect your company to utilize lower carbon content energy sources?
4.Do lower carbon footprint energy sources require a price premium?
5.Are your customers supportive of a price premium for lower carbon footprint energy sources?
6.What expectations do you have for suppliers (producers/marketers) to develop new product offerings incorporating a lower carbon footprint (e.g. RSG (certified), RNG, carbon capture, carbon offsets, H2, etc.)?
7.Are low carbon affecting your purchasing strategies (e.g. do you buy RSG; at a premium?)
8.Are ESG policies affecting your purchasing strategies?

Midstream:
1.Are there constraints in obtaining sufficient pipeline capacity to meet requirements? Do you expect constraints this summer or winter?
2.Pipeline expansion projects are almost impossible. Do you expect insufficient pipeline capacity in the future to be problematic in meeting demand requirements?
3.With constrained pipeline capacity, are you employing innovative delivery solutions such as virtual pipeline, small-scale LNG, CNG, etc.?

Regulatory / Policy:
1.Implications of policy mandates (federal, state, local) on your gas supply arrangements?
2.Will your company be able to meet low carbon intensity targets by the dates being mandated? Impact on your operations?
3.How do prohibitions on new gas connections impact your operations?
4.What challenges do you encounter in obtaining regulatory approval for gas supply plans? Is oversight prospective or retrospective?
5.Impact of renewable percentage targets being imposed by policymakers?

Power Generation:
1.How has energy transition impacted the powergen business (e.g. RSG? RNG? H2? Etc.)?
2.Total “Electrification” mandates with aggressive deadlines are appearing across the country – what does this mean for natgas fired powergen?
3.Where does natural gas rank in current fuel stack for power generators?
4.As more power is produced by renewables, what dependance is there on natgas in the future?
5.What challenges does natgas price volatility present for power generators?
6.Is natgas fired powergen being relegated to an intra-day peaking service?
7.Recent headlines mention delay of proposed shut-down or re-start of closed natgas power gen facilities – why is this happening?
8.Is there sufficient midstream infrastructure/capacity to meet existing and future requirements for nat gas fired powergen?
9.Is IPP percentage of total powergen growing or shrinking?
10.Do utility regulators see a continuing role for natgas in the fuel mix for powergen?
11.How much do current natgas commodity prices contribute to the significant increase in end-use power price?