2018 Southeast Agenda

The U.S. natural gas market has recently experienced a period of relatively low volatility, given its historically cyclical nature. As export capacity via LNG and pipelines to Mexico continues to increase, will we see the market enter a new paradigm of volatility, or will robust supply growth ensure the status quo?  A few key questions to consider: How has the relationship between rigs and production changed? As U.S. linkage to the global market increases, what other markets will impact global balances? As coal retirements continue and renewables generation increases, will power market responsiveness to price be impacted? 
 
Through all of this, the one thing that remains critical is the need for a robust risk management program, to weather these changing market dynamics.

This panel will examine the current and forecast supply/demand balance for the Southeast region, including price determination. Panelists will discuss influences contributing to market volatility and challenges to forecasting such as aging infrastructure, delays in new pipeline construction, pipeline capacity constraints, regulatory impacts, as well as economic and environmental constraints. The Panel will also discuss impacts from other regions and the role the Marketers play in creating market efficiencies.

We spend a lot of time contemplating the future, especially when that future seems to deviate demonstrably from our present. As new sources of natural gas supply have developed, the “center of gravitational productivity” has also geographically shifted to favor low-cost supply for that region. As we continue to watch the evolution of higher demand through exports, new industries, and shifts in the power stack, there is a strong likelihood that the tomorrow we envision might look quite different from what we’ve imagined. More importantly, through diligence and long hours, the long-term planning we’ve put in place might take an inconvenient shift. Regardless, let’s take another opportunity to “unsnap” our brains and look objectively at where we are and what might our future look like. The emergence of natural gas as a truly global fuel. The abundant supply that continues to provide surety of supply. The strategic advantage of having a Southeast US address, when that address is at the crossroads of rivers of supply streams. Finally, will we all have flying cars that fold up into a briefcase?

•Dominion Energy (Atlantic Coast Pipeline; Dominion Carolina; Cove Point; etc.)
•CenterPoint will discuss LNG and CNG as a temporary natural gas supply during gas interruptions, gas curtailments, new developments and critical winter peak demand coverage
•Kinder Morgan (Elba Island LNG & supporting pipeline infrastructure; etc.) 
•NextEra (Sabal Trail; Mountain Valley; Florida Southeast Connection; etc.) 
•Liberty Energy Trust & Northstar Industries has three major LNG Projects structured to provide LNG pretreatment, liquefaction, storage, vaporization, and liquid delivery services. LNG is available NOW

Please join our hosts, the Corporate Sponsors, at a cocktail reception in your honor. Don’t make your dinner plans too early as hors d’oeuvres and an open bar will be the highlight of this extremely well attended session!