2012 Southeast Agenda

All LDC attendees are invited!! Join your peers Sunday night at the InterContinental Hotel Lobby Bar for snacks, drinks and networking.

“Landfill Gas to Renewable Natural Gas and Utilizing Natural Gas as Transportation Fuel in CNG Solid Waste Vehicles"

• Landfill Gas is readily available throughout the United States.


• Landfill Gas can be made into Renewable Natural Gas economically as long as the landfill gas flows are 500 scfm or greater.


• Over 500 landfills in the U.S. do not convert and are available with a minimum of 500 scfm of volume.


• 500 scfm of landfill gas will produce 800,000 diesel gallon equivalent of CNG fuel annually.


• The average Solid Waste Vehicle is rated at 2-3 mpg vehicle.


• Landfill Gas converted to Natural Gas has been proven to be very clean and is powering Solid Waste Vehicles.

Brief recap and explanation on the past winter, including the implications of the large scale global cyclical events that are turning the climate colder - we have to deal with reality here, the earths temperature is falling like it did in the 50s and we have weather similar to that:

• Spring - not as big a tornado season.


• Summer - not as hot, especially in the Midwest.


• Hurricane season - near the 20-year average total storms, but ramped up chc again on East coast relative to averages.


• Fall - rather tranquil.


• Winter - shades of 02/03 - 09/10.

APGA Breakfast - for Members and Prospective Members


Location: Southern Art - Hotel Restaurant

Hear a very timely overview of America’s abundant supply now and in the future in spite of recent reductions of reserves by EIA, including:

• The promise of growth in America’s demand for natural gas through NGVs and electric generation


• Increasing use in the residential and commercial markets will reduce GHG emissions


• How gas provides the most efficient use of America’s energy resources

The Shale Gas Revolution is both a real "Game Changer" and is now Changing its’ own Game! The oversupply of Natural Gas and the lack of demand of gas has caused the price of gas recently to be at a 10-year low. How is this affecting the Southeast, US and the World and what can we expect in 2012 and beyond? How are NGLs "changing the gas investment game" and what other changes are in store as the industry shifts from “dry” to “wet” gas plays? LNG Exports? Natural Gas Vehicle Fleets? Coal Power Plant Retirements to be replaced by Gas Power? Hear from the experts and stay in touch with what could make or break your business this year!

How a Ho-Hum Natural Gas Market Triggered an Investment Renaissance… And Other Reasons Why the Natural Gas Market Won’t Be Bearish Forever

• The natural gas futures market spent the first ten years of its existence as a quiet market before supply concerns triggered an investment renaissance, of sorts…and then the rollercoaster started.


• Triggered by supply concerns the market responded to a supply/demand equilibrium shift that translated into volatile prices previously unseen in the market prior to the new century. Price volatility and supply availability were the watchwords necessary to manage risk.


• The shale gas revolution has shifted end-user focus away from worries about supply and lowered the mean price of natural gas away from decade highs and closer to historic low prices. These low prices may have a poignant impact on future drilling, which could have an impact on available supplies.


• Is a return to natural gas price volatility inevitable?


• How do producers view the current market and what might their response look like from an available supply perspective?


• One model we might investigate during this talk is that of manufacturers of the past. The problem that all manufacturers have had over the years…at what price do we achieve equilibrium, which is defined as producers being willing to invest and receive an acceptable return on investment and at what level do end users find acceptable costs?


• We will have high storage at the end of the current injection season…it’s a given. Recent rig count reports have the pursuit of natural gas seemingly weakening. Prices will have to rise enough to encourage producers to drill. Seeking a return to equilibrium may traverse the price volatility path, again…or will current associated gas production be more than enough to meet current and future demand?

The Southeast is booming with activity! With Eagle Ford, Haynesville, Barnett and other Shale Plays "in play" for the region, there are implications for storage and pipeline construction and realignments to consider. What will happen as storage is nearing full capacity? Where will the key pipelines be developed to maximize gas use in the power industry? How will Gulf Coast chemical and petrochemical projects affect the flow of NGL infrastructure? Hear from the experts about these new and existing projects and developments in the Southeast in 2012.

It was not too many years ago that we were talking about importing LNG to help us with our Natural Gas supply in the US, as prices were in the double digits and domestic supply appeared constrained. Now in this age of Shale Gas and the oversupply of domestic gas, we are talking about exporting LNG to the world. What will this mean for the US and what will it do to the price of natural gas in the US and the world? What are the opportunities of exporting LNG and what are the challenges? From production to the end user, this potential shift into gas exporting will have many effects that you need to stay ahead of by attending this rapidly developing session.

“The New Hydrocarbon Interdependencies: Connections between Natural Gas, NGLs and Crude Oil”
As the U.S. shale phenomenon has spread from natural gas liquids, to NGLs and now to crude oil, these hydrocarbon fuel markets are becoming increasingly interdependent. Now a bump in one commodity can result in upheaval in another.

• Could a surplus of NGLs kill the economics of rich gas production (since low-BTU gas already has problems), resulting in a decline in total gas supply?


• Could lack of gas gathering infrastructure result in major constraints in crude oil production growth? What would that mean for the outlook for associated gas?


• If ethane prices fall to a level that would motivate gas processors to reject the product, where would the incremental natural gas production go?


• What does the reality of these new interdependencies mean for natural gas supply and prices?

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

• How is the price of gas affecting usage?


• Long Term Contracts – do they even exist anymore?


• Regulatory concerns.


• How is storage being utilized and will this change with today’s pricing?


• What factors, other than price, influence your decision to choose one supplier over another?