Conference Programme

tuesday 16 march 2010

Pre-Conference Registration & Welcome Drinks Reception
hosted by        
The official opening of the conference and your chance to join us for a welcome drink with industry contacts old and new whilst beating the queue to register!

6:30-8:30pm

Conference Day 1 – wednesday 17 March 2010

Welcome Breakfast hosted by

8:00am

Chair’s Opening Remarks:
Herman Franssen, President, International Energy Associates Inc

8:45am

Session 1: Opening Keynote – The Outlook for Gas in the Americas Energy Mix

    • The Americas LNG market in a global context
    • What happened in 2009? 
    • When did the anticipated “wave” of LNG arrive?
    • What are the key drivers of the energy mix?
    • How do the Americas interface with the Atlantic Basin? 
    • The Canadian picture
    • Activity in Latin America 
    • The future role of LNG post-Copenhagen and regulatory updates
      OPENING KEYNOTE ADDRESS: Guy Caruso, Senior Adviser,
      Center of Strategic & International Studies
      KEYNOTE ADDRESS: Matthew Arnold, Marketing Manager,
      RasGas Company Ltd
      Raul Monteforte, Executive Coordinator, Fermaca Global LP

      Questions and Answers

      9:00am

      Session 2: What are the Game Changers for LNG in the Americas?

      Session Chair: Herman Franssen, President,
      International Energy Associates Inc

      • From buyer to supplier?
      • When is LNG coming? 
      • Upstream activity in the Americas
      • What are the prospects of exports from North America?
      • Recovery in the Asian market and softening demand in North America 
      • Coal bed methane
      • Floating LNG

      LEAD PRESENTATION: Tom Holmberg      , Partner, Baker Botts LLP

      David Steely      , Director - Gas Americas, BP America Inc

      Joseph B’Oris, Vice President, Commercial, Jordan Cove Energy Project

      Kevin Blount      , Vice President Business Development,
      Chart Energy & Chemicals


      Questions and Answers

      10:00am

      Networking Coffee Break hosted by

      11:00am

      Session 3: Global LNG Suppliers Speak Out: Last Resort or Saving Grace? - Supply to the Americas

      Sesson Chair: Steven Sparling, Partner, Sutherland Asbill & Brennan LLP

      • At what price is the US market attractive?
      • How does the US fit in with the global supply outlook?
      • What, beyond price, are the benefits of supplying the Americas?
      LEAD PRESENTATION: Marleen Lord-Lewis, Vice President, Business Development, National Energy Corporation of Trinidad & Tobago

      PANEL:
      Serapio Sima Ntutumu, Deputy Director General, Sonagas GE
      Jean-Pierre Cavé, Commercial & Shipping Manager, Yemen LNG
      Guy Dayvault, Director LNG Commercial Development,
      Gazprom Marketing & Trading USA, Inc.
      Joseph Berno, Chief Executive Officer, TORP Terminal

      Questions and Answers

      11:30am

      Session 4: Focus on Shale: Is Unconventional Gas Becoming Conventional?

      Session Chair: Martin Hutchison, Managing Director, International Resources Consulting

      • Current and future economics for shale production – is shale now viable?
      • Is shale going global?  
      • Gas to gas competition - How will the production of shale gas impact on the global LNG market? Will increased LNG to the US result in a shut in of shale projects? 
      • Canadian production and shale as a feedstock for LNG
      • What are the long term implications for the Americas LNG market? 
      • What are the environmental limitations to shale production in North America?
      LEAD PRESENTATION: Hilde Nafstad, President, Statoil Natural Gas LLC

      PANEL:
      Porter Bennett      , President & Chief Executive Officer, Bentek Energy LLC
      Dean Girdis, President, Downeast LNG
      Kirstin Gibbs, Partner, Sutherland Asbill & Brennan LLP
      Chris George, EP & A Staff Planner, South West Energy

      Questions and Answers

      12:30pm

      Networking Lunch hosted by

      1:15pm

      Session 5: Portfolio Management & Asset Optimization – Strategies in a Changing Market

      Session Chair: Herman Franssen, President,
      International Energy Associates Inc

      In the past year how have portfolio management strategies changed to accommodate new risk/reward variants in oil and gas?
      • Will the focus on asset optimization lead to a new round of disposals and consolidation is some segments? Which ones?
      • Will a surplus of gas and LNG encourage the growth of spot/third party trading?
      • What are the key challenges to managing costs and maximizing profits today?
      • Has the risk in a value chain optimization approach changed?
       
      François Borgida      , Director LNG,Transportation & Logistics,
      Total Gas & Power North America Inc

      Clay Harris, President & Chief Executive Officer,       GDF SUEZ Gas North America

      Ilene Schmaltz      , Vice President, Supply Marketing, Kitimat LNG

      Questions and Answers

      2:45pm

      Networking Coffee Break hosted by

      3:45pm

      Session 6: Latin America Showcase: Project Updates & Success Stories

      Session Chair: Raul Monteforte, Executive Coordinator, Fermaca Global LP

      • Will Latin America become the destination of choice for LNG coming to the Americas?
      • Reverse flow floating liquefaction/regas 
      • Managing counter seasonality in Latin America
      • The impact of the widening of the Panama Canal on trade flows: a forecast 
      • Dealing with government utility monopolies in Latin America
      LEAD PRESENTATION: Alberto Alvarez, Commercial Director, 
      Repsol Gas Natural LNG SL (STREAM)

      Rodrigo Vilanova      , Gas & Power Trading Manager, Petrobras America Inc

      Silvia de Marucci, Leader, Liquid Bulk Segment, Panama Canal Authority

      Laurent Poidevin, President & General Manager,
      FMC Technologies Loading Systems

      Questions & Answers

      4:15pm

      Session 7: International Buyers & Seller Meet (Round Tables)
      Grab a drink and pull up a chair to establish new relationships and business partnerships at the informal International Buyers and Sellers Meet Round Tables

      Round Table hosts:

      Andrew Walker      , Head of LNG Strategy,  BG Group

      Martin Hutchison      , Managing Director, International Resources Consulting

      Jay Copan      , Senior Vice President, Corporate Affairs, American Gas Association

      Pat Roberts      , Managing Director, LNG Worldwide Ltd

      Bill Cooper, President, The Centre for Liquefied Natural Gas

      Keith Bainbridge, Partner, RS Platou LLP

      John Fahy, Managing Director, ERAS Consulting Ltd

      5:15pm

      CLOSE OF SUMMIT DAY ONE

      6:00pm

      Informal Tex-Mex themed dinner & drinks
      hosted by 

      7:00pm

      Conference Day 2 – thursday 18 MARCH 2010

      Networking Breakfast hosted by

      8:00pm

      Chair's Opening Remarks:
      Bill Cooper      , President, The Center for Liquefied Natural Gas

      9:00pm

      Session 8: What are the Drivers for Gas Usage & Demand in the Americas?


      • How do we buy and sell gas in the Americas?
      • Is gas and LNG a competitive fuel for power generation?  
      • Why does LNG work in some places and not others? 
      • Resource nationalism in the US
      • Where will LNG fit into the fuel mix?

      Rudolf Araneda, Chief Executive Officer, GasAtacama Chile SA

      Mitchell Baer      , Director, Office of Oil & Gas Analysis, US Department of Energy

      Alexandre Eykerman      , Sales Director, LNG/CNG Ship Power,
      Wärtsila Switzerland Ltd

      Ragnar Wisloff      , Vice President Höegh LNG SRV/DWP Ship Power
      Höegh LNG


      Questions and Answers

      9:10am

      Session 9: The Evolution of LNG Pricing

      Session Chair: Martin Hutchison, Managing Director, International Resources Consulting

      Are we seeing price convergence?
      • How long will pricing continue to flat line in the Americas?
      • What price will impact upon the viability of shale production? 
      • Will shale act as merely a long term price moderator?
      • Using weak pricing for capturing market share
      • Links between Henry Hub, NBP and JCC

      PANEL:
      John Fahy      , Managing Director, ERAS Consulting Ltd

      Keith Bainbridge, Partner, RS Platou LLP

      Pat Roberts, Managing Director, LNG Worldwide Ltd

      Questions & Answers

      10:15am

      Networking Coffee Break

      11:00am

      Session 10: Storage, Trading & Arbitrage – How is the Global Market Evolving?

      Session Chair: Steven Miles, Partner, Baker Botts LLP

      • Will the recent excess LNG looking for a home facilitate a globally traded market?
      •  Impact of divergence of cargoes to the US
      • LNG business development in Asia Pacific and the impact of Mexico and the US
      • The role of storage operators 
      • Diversions from Europe
      • Saturation of the European market and Americas LNG imports

      PANEL:
      John Fahy      , Managing Director, ERAS Consulting Ltd

      Jim Trifon, Vice President LNG Supply & Opportunity, Repsol 

      Todd Peterson, Advisor LNG Projects, CIECO Energy (US) Limited

      Mark Stubbe, Senior Vice President, Trading & Marketing, Cheniere Marketing

      Fisoye Delano, Senior LNG Consultant, Poten & Partners
      Questions and Answers

      11:30pm

      Networking Lunch hosted by

      12:30pm

      Session 11: The Future of Terminal Development in the Americas - Who Will Bet on LNG & Regas?

      Session Chair: Bill Cooper, President, The Center for Liquefied Natural Gas
      Is there a case for continued investment in the US?
       
      • The move away from oil fired power stations to gas in Latin America and the implications for LNG
      • What are the alternatives to conventional onshore technology and how commercially viable are these alternatives? 
      • Why hasn’t floating liquefaction happened yet? 
      • Small scale LNG and the challenges of developing in a constricted space 
      • What are the possibilities for gasifying Caribbean countries?

      Gordon Shearer, President, Hess LNG

      Pascale Griev      e, Sales Manager Subsea Cryogenic Pipeline & Gas Storage Applications, Gaztransport & Technigaz

      Keith Barnett, Director Strategic Analysis, Merrill Lynch Commodities

      Questions and Answers

      2:15pm

      Summit Round up & Close of Conference

      3:00pm

      FRIday 19 march 2010

      LNG Site Visit

      Freeport LNG Termial, Quintana, TX

      Join us on a tour of Freeport LNG's world class regasification terminal

      08:00am Coach departs from San Antonio

      1:00pm  Arrival at Freeport LNG & Lunch

      2:30pm  Site Visit Commences

      4:00pm  Coach departs LNG Freeport for Houston

      5:30pm  Arrival in Houston