2018 Wood Mackenzie Houston Energy Forum

Agenda

• 16 October 2018

  • Registration and welcome coffee

    8:30 AM - 9:30 AM

  • Decoding market messages/Energy Transitions: The what, if, how and when

    9:30 AM - 12:15 PM

    9:30 - 10:45 Decoding market messages Can supply meet oil demand as geopolitical risk ramps up? What is OPEC's end game? North American oil & gas: Can the Permian and Marcellus fuel the future? What global supplies are best positioned in a Read More...

    9:30 - 10:45 Decoding market messages

    Can supply meet oil demand as geopolitical risk ramps up?

    What is OPEC's end game?

    North American oil & gas: Can the Permian and Marcellus fuel the future?

    What global supplies are best positioned in a tightening LNG market?

    How quickly does the call on North America LNG impact the domestic gas outlook?

    _____________________________________________________________________________

    10:45 - 11:00 Break

    _____________________________________________________________________________

    11:00 - 12:15 Energy Transitions: The what, if, how and when

    Defining energy transitions/setting a common language

    Maximizing value in oil & gas

    Investing in KWh

    Strategies to successfully adapt

  • Networking Lunch

    12:15 PM - 1:30 PM

  • Data Analytics in Shale/Deepwater Rising

    1:30 PM - 4:30 PM

  • Implications of a low carbon energy world

    1:30 PM - 4:30 PM

    How do power markets remain resilient and reliable as they adapt to the rapid influx of emerging technologies? The role of fossil fuels in transitioning power systems ? Evolving economics and the business case for solar, wind, storage and El Read More...

    • How do power markets remain resilient and reliable as they adapt to the rapid influx of emerging technologies?
    • The role of fossil fuels in transitioning power systems ?
    • Evolving economics and the business case for solar, wind, storage and Electric Vehicles
    • Power Markets preparing for a bold future: Grid Edge technologies, power market design
    • Do anti-pollution initiatives put Oil demand growth in Petrochemicals at risk?
    • What are the key assumptions and risks around an Electric vehicle future?

  • What are the next plays to watch and what could be the limiting factor in their development?

    1:30 PM - 4:30 PM

    Which plays are getting more producer attention? Which ones should be next? What are the infrastructure considerations across oil, gas, and NGLs? Which plays are most at risk to running into constraints? What is going to happen in the Permian? Will takeaway concerns finally force a slowdown in activity?

    • Which plays are getting more producer attention? Which ones should be next?
    • What are the infrastructure considerations across oil, gas, and NGLs?
    • Which plays are most at risk to running into constraints?
    • What is going to happen in the Permian? Will takeaway concerns finally force a slowdown in activity?

  • International energy landscape: putting the US into a global context

    1:30 PM - 4:30 PM

    Crude exports – how do we expect supply volumes, quality and price differentials to evolve over the medium to long term? Will global markets absorb excess gas supply and create a second wave of North American LNG exports? How do we expect U Read More...

    • Crude exports – how do we expect supply volumes, quality and price differentials to evolve over the medium to long term?
    • Will global markets absorb excess gas supply and create a second wave of North American LNG exports?
    • How do we expect US LPG exports to grow in light of production growth, limited local demand and US-China trade wars?
    • Ethane exports – As new Chinese crackers vie for more US ethane exports, what could be the impact to the US ethane advantage and to the broader US petrochemicals growth story?
    • IMO – how will it impact the refining industry? What impacts are expected on the LNG and Power sectors?
    • Could policy effects slow down the rapid growth in renewables as the coming collision with power markets takes center stage?

  • Drinks reception

    4:30 PM - 6:00 PM

  • -

    6:00 AM - 6:30 AM

  • xDecoding market messages

    9:30 AM - 10:30 AM

    Can supply meet oil demand as geopolitical risk ramps up? What is OPEC's end game? North American oil & gas: Can the Permian and Marcellus fuel the future? What global supplies are best positioned in a tightening LNG market? How quickly does the call on North America LNG impact the domestic gas outlook?

    • Can supply meet oil demand as geopolitical risk ramps up?
    • What is OPEC's end game?
    • North American oil & gas: Can the Permian and Marcellus fuel the future?
    • What global supplies are best positioned in a tightening LNG market?
    • How quickly does the call on North America LNG impact the domestic gas outlook?

  • xNetworking Lunch

    11:30 AM - 1:00 PM

  • xDeepwater Rising: How falling costs and rising production are reshaping the Americas offshore

    3:00 PM - 4:30 PM

    How will the billions of barrels discovered offshore in recent years, from Brazil's pre-salt, to the emerging Guyana basin, to recent finds on both sides of border in the Gulf of Mexico, contribute to non-OPEC production growth in the comi Read More...

    • How will the billions of barrels discovered offshore in recent years, from Brazil's pre-salt, to the emerging Guyana basin, to recent finds on both sides of border in the Gulf of Mexico, contribute to non-OPEC production growth in the coming years?
    • With a full calendar of bid rounds and key exploration wells on the schedule, what are the region's most attractive entry opportunities and wells to watch?
    • Where do the region's largest offshore projects sit on the global cost curve?
    • How has the offshore supply chain evolved through the downturn?