Programme ~ 24 - 27 April 2012

Pat Roberts, Managing Director, LNG Worldwide Ltd

Opening Keynote Address:

Davis Thames, President, Cheniere Marketing
 

• Assess the impact of shale gas on North American gas supply fundamentals
• Evaluate the limits to production and LNG exports to foresee future challenges
• Consider how North American shale gas will impact the supply fundamentals in South America – via pipeline and LNG
• Examine what the discovery of shale gas in South America means for the regional market 

Guy Caruso, Senior Adviser, Center for Strategic & International Studies
Gary Sypolt, Member, Board of Directors, American Gas Association & CEO, Dominion Energy
Bill Wince, Vice President, Business Development, Chesapeake Energy Marketing, Inc.

Questions & Answers

• Identify the export projects under development and their business models - what are the challenges they face?
• Examine how new regulations will impact the progress of export projects to foresee any future barriers
• Enhance understanding of cross-market pricing risks and mitigation techniques to achieve an optimal business model
• Assess the impact of North American LNG projects on LNG shipping costs

Octávio Simões, President, Sempra LNG
Jeff Wright, Director, Office of Energy Projects, FERC
Rick Davis, General Manager, Strategy and Marketing, Bechtel Oil, Gas & Chemicals
Tom Choi, National Practice Leader - Gas, Deloitte MarketPoint, LLC

Questions & Answers

• In the current economic climate, how easy is it to finance US LNG projects?

Steven Miles, Partner, Baker Botts LLP
Clay Jones, Managing Director, Project and Energy Finance, Société Générale

Questions & Answers

• Examine how North American exports will affect traditional suppliers to the region 
• Assess the role of North America in portfolio optimisation strategies to guarantee commercial success
• Discover the types of activities that will be seen in storage and LNG re-exports to enhance your business models
• Are Latin America and the Caribbean attractive new LNG markets for suppliers in the Atlantic Basin?
• Pinpoint the types of sales and purchase contracts that buyers and sellers are seeking in the Americas
• What are the opportunities for ship-owners and charterers in the Americas?

Chair: Guy Dayvault, Principal, Energy Deal Solutions LLC   

Clay Harris, President & CEO, GDF Suez LNG North America LLC
Dwight Thompson, Director, ConocoPhillips’ Global Merchant LNG
Enrique Dameno, LNG Sales Director, Repsol-Gas Natural LNG (STREAM)
Richard Pratt, Vice President, Fearnley LNG

Questions & Answers

• Assess how Asian markets are adapting to import North American LNG
• Can North American exports be competitive with new Australian LNG supply in Asia?
• Examine how the extension of the Panama Canal will affect global trading
• Analyse small-scale LNG demand in Central America and the Caribbean to pinpoint new opportunities for projects
• Understand how North American exports will impact global LNG pricing
  

Silvia de Marucci, Leader, Liquid Bulk Segment, Panama Canal Authority
Duaine A. Priestley, Queensland Government LNG Senior Advisor, Queensland Trade & Investment
Atsushi Saiganji, Deputy General Manager of NY Representative Office, Tokyo Gas
Shigeki Sakamoto, Senior Researcher (Asia Pacific/Global LNG), JOGMEC
Keith Barnett, Executive Vice President, Spring Rock Production LLC

Questions & Answers

• How does the relative abundance of US gas storage compared to other LNG exporters change the character of US exports?
• Is there really sufficient gas to support 20 years of exports?
• Will the Gulf of Mexico become a physical trading hub and what is the significance of this?
• In the current environment, is there financing available for export projects?
• Will pending federal and state regulation on fracking fluids and waste disposal hinder the ability to access shale reserves in the US?
  

Moderators include:
Philip Weems, Partner, King & Spalding LLP
Andrew Walker, Head of LNG Strategy, BG Group
David Steely, Director LNG Americas, BP Energy Company
Susan Sakmar, Adjunct Law Professor, University of San Francisco – School of Law

• Examine the prospects for new regas terminals in Brazil, Argentina and Chile
• Will floating regasification be a temporary or a permanent feature in the region?
• How can Latin American projects secure supply with highly variable demand? 
• Identify new approaches to Caribbean gas supply through aggregation to fully understand the opportunities and challenges that exist for your business
  

Cesar Briozzo, President, UTE, Uruguay
Rudolf Araneda, CEO, GasAtacama
Alberto Ramos, Deputy Director, Project Development, Comisión Federal de Electricidad
Rob Bryngelson, CEO, Excelerate Energy
Eduardo Lima, Vice President, Project Development, Pacific Rubiales
Bart Lavant, Managing Director, LNG Upstream/Downstream, Exmar

Questions & Answers

• Assess how meeting regulatory requirements LNG as a marine fuel provides opportunities 
• Examine whether LNG bunkering initiatives will be niche or mainstream by 2020
• Will natural gas vehicles become a new sustainable market for natural gas?
• How will small- and mid-scale LNG help meet transportation and power generation demand in new markets?
• Pinpoint the use of CNG in new projects in the region to meet demand
  

David Colson, Commercial Vice President, GTT
John Hatley, Director, Marine Lifecycle Solutions, Wärtsilä Corporation
Richard Kolodziej, President, Natural Gas Vehicles for America

Questions & Answers

• North America will be high cost LNG producers - how can they compete in a low demand environment?
• Will LNG buyers be willing to buy LNG long-term indexed to Henry Hub given historical price movements in North America?
• Will regulations and permitting encourage or hinder exports?
• How can risks and rewards be shared to create win-win solutions for all parties?
• What types of players are most likely to participate in exports?
  

Chair: Pat Roberts, Managing Director, LNG Worldwide Ltd     

Bill Cooper, President, Center for LNG
Dr Michelle Michot Foss, Chief Energy Economist & Head, Center for Energy Economics, Bureau of Economic Geology, The University of Texas at Austin
John Fahy, Managing Director, ERAS Consulting Ltd
Martin Hutchison, Managing Director, International Resources Consulting

Questions & Answers