2015 Northeast Forum Agenda

Kick off the Northeast Forum with a networking reception hosted by OpenLink & Euler Hermes.

Location: Champions (Marriott Copley Bar)

Hear experts discuss the economic sustainability of the U.S. Shale Revolution in the face of an uncertain oil market, as well as big topics facing the Northeast:

- Differences in Residential & Commercial Power Demand
- Industrial Demand Across the Country
- Winters in New England & Pipeline Constraints – What Needs to Change?

Learn the latest on how the low oil and NGL prices are affecting regional production, and hear an overview of the Northeast as experts share insight on where all this gas is headed by addressing the impact of new infrastructure, LNG exports, and regional pricing forecasts.

Depart for optional Afternoon Activities ~ (Whale Watching Cruise, Distrigas LNG Terminal Tour; F1 Boston Racing).

This class provides tools that can be used to solve the most common dilemma facing managers of hedge programs; hedge portfolios are designed to insulate a firm’s cash flows from commodity price shocks, but hedge performance is often measured instead by profitability. See FULL course details here: http://www.ldcgasforums.com/ne_training/

The End of the Innocence: Supply and Demand in a Stagnant Production Environment

- The S&D balancing act – where we’ve been and where we are now.
- Production concerns for the balance of 2015.
- When will demand carry the day and push up prices?
- Storage inventory prognostications and impact on Winter 15/16.

Pipeline Expansion Projects, Northeast Commercial Activity, LNG Projects, Shale Gas Movement... this panel has it all! Hear from several speakers from leading companies in the region about how their current projects are helping raise the Natural Gas Industry to the next level.

Pipeline Expansion Projects, Northeast Commercial Activity, LNG Projects, Shale Gas Movement... this panel has it all! Hear from several speakers from leading companies in the region about how their current projects are helping raise the Natural Gas Industry to the next level.

With integrated energy markets, the challenges facing policy makers, and the credit risks facing industry players, only one thing is for sure…the natural gas market landscape is ALWAYS changing. This panel’s focus is on the convergence of power, pipes, and LNG in the Northeast. Learn how each shapes the gas and power markets moving forward, and find out what “The New Normal” will be.

Ongoing low prices for crude oil and products may lead to production cutbacks in wet gas production by mid-year. The recent rally in natural gas prices represents an early sign of a production slowdown, although shale will continue to be prolific. Should a production plateau materialize, how will it impact Marcellus pricing and supply into Northeast markets?

- Pricing and supply - recent history.
- Market impact of the crude collapse.
- Regional outcomes - Northeast demand and pipeline capacity growth.

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 will be the impact from electric generation power burn this summer (i.e. coal switching)?
2. Are the planned Marcellus pipeline projects enough to affect the current basis?
3. When will the natural gas industry see a recovery in storage arbitrage?
4. When will the U.S. natural gas market see an increase in industrial demand (in reaction to low prices)?
5. Thoughts on the global LNG market, and how the added demand for US natural gas supplies will affect your supply strategy?
6. When will natural gas production slow down?
7. 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 hedging activities?
8. What factors, other than price, influence your decision to choose one supplier over another?