Agenda – 2021

Appalachian gas prices are the highest in 2.5 years and production is pushing up against record highs, but few supply takeaway pipeline projects remain, and the ones that do are facing regulatory gauntlets. How long before severe constraints and basis discounts return? Get the outlook for Appalachian supply and gas prices.

Join Stan Brownell, VP for US natural gas at Argus, as he examines the value of natural gas in day-ahead power markets.

He will share results from his analysis into the marginal cost of natural gas embedded into day-ahead generation offers in PJM, to provide you with insights including:
•The relationship between PJM day-ahead power offers and the daily index of natural gas in 14 natural gas trading hubs
•Opportunities for natural gas trading hubs to receive premiums from power producers for natural gas supplies

•Seasonality impacts of natural gas pricing on day-ahead power offers
With more than 25 years of experience in the North American natural gas markets, Stan is known for providing exceptional insight into market fundamentals and pricing trends. Do not miss this opportunity to get his view on the value of natural gas in today's power markets.

Panel of Gas Buyer's from market regions across the continent share perspectives on purchasing expectations, solution alternatives, as well as outlooks on market conditions and policy implications.
1.Do NE pipeline constraints present a problem on obtaining sufficient supply?
2.As various NE cities enact prohibitions in new nat gas connections, is this impacting industrial gas buyers in the region?
3.Do you see current commodity pricing continuing at current levels? Are you employing hedging strategies to lock in current prices?
4.Did the President’s Day Weekend weather events result in any changes to your company’s gas purchasing strategy or risk management process?
5.With many oil & gas producers struggling in the current environment, have you made changes to your gas supplier line up?
6.Has increasing difficulty in completing pipeline expansion projects affected your strategy around supply sourcing?
7.What expectations does your company have for suppliers (producers/marketers) to develop new product offerings incorporating a lower carbon footprint (e.g. carbon offsets, carbon capture, RNG, etc.) Are the renewable percentage targets being imposed by various lawmakers practically achievable? What will the price impact be on ratepayers?
8.Considering renewables and ESG policies, how are these affecting your purchasing strategies?
9.Have your company’s greenhouse gas emission goals affected your natural gas purchasing strategy?
10.Does your company plan to make purchases of renewable natural gas? If so, is there a specific strategy regarding management of the price premium?
11.Does your company plan to make purchases of low methane emission intensity geologic production? If so, what is your strategy regarding certification?
12.Are you concerned with the legislative push in some states for 100% renewable energy in the near future?
13.Do you anticipate local lawmakers adopting bans on new nat gas connections? If so, how will your company respond?