2017 North American Energy Forum

  • Houston, United States
Seeking value in commodity markets. With discussions centered around the changing market factors of North American oil, gas and NGLs, we will cover tight oil uncertainty in volumes and value, value chain shift: maximizing volume vs. price, Permian vs the world: what does it take for other supplies to compete and more. Contact amy.mccollum@woodmac.com for additional information.

Agenda

    • 01 November 2017

      • Registration and breakfast

      • Welcome and introduction

        Speakers

        • Jen Snyder brings to Wood Mackenzie over 15 years of experience analyzing the North American gas industry. She directed the launch of Wood Mackenzie’s North American gas service in 2003. She has presented to numerous board and senior level strategy groups, as well as to major industry conferences. Jen currently serves on EPRI’s Advisory Council Executive Committee. She is a recognized industry expert on gas markets, and currently acts as Principal Analyst for the North American gas team. Prior to joining Wood Mackenzie, Jen was the Director of North American Gas research at CERA, where she led development of short and long term market analysis. Previously, Jen worked for the National Economic Research Associates, Inc., where she analyzed rate design, cost classification, and allocation and service options for domestic and international natural gas clients. Jen Snyder holds a BS from the Massachusetts Institute of Technology and an MA from the University of Pennsylvania.

      • How long will it take for prices to recover from Hydrocarbon oversupply?

        Speakers

        • Leads PCI Wood Mackenzie’s team focused on the near-term outlook for the ethylene, propylene and NGL commodity markets Nearly 20 years of experience in the energy and petrochemical industries, including tenures at ExxonMobil, Westlake Chemical, BP and Castleton Commodities (formerly Louis Dreyfus Energy) Graduated with an MBA from the University of Houston and a BS in Chemical Engineering from Pennsylvania State University

        • Ed leads Wood Mackenzie’s global crude oil research and is responsible for Wood Mackenzie's global macroeconomic outlook. He joined Wood Mackenzie in 2009 and has spent 15 years as a professional economist working across energy, metals, and financial markets. Ed built Wood Mackenzie's macroeconomics team – now a global team of economists responsible for our macroeconomic outlook to 2035. Using Wood Mackenzie's upstream analysis, the Team has developed a specialisation in the threats and opportunities facing commodity producing economies. Ed now leads Wood Mackenzie's oil price outlook, including the development and commercialisation of Wood Mackenzie's Oil Price Model. Throughout his career, Ed has focused on macroeconomic forecasting and econometric modeling. Prior to Wood Mackenzie, he headed CRU’s Econometrics team in London – responsible for developing price forecasting models for base metals and steel. Before moving into commodities, Ed held Senior Economist positions at HM Treasury and the UK Debt Management Office where he briefed former Prime Ministers Tony Blair and Gordon Brown. Ed also served as an Economist at the Home Office in London, and the European Central Bank in Frankfurt where he focused on Latin America. Ed holds an MSc in Economics from Southampton University, and a BSc in Economics from The University of Birmingham. He is also an alumnus of the London School of Economics. Ed leads Wood Mackenzie’s global crude oil research and is responsible for Wood Mackenzie's global macroeconomic outlook. He joined Wood Mackenzie in 2009 and has spent 10 years working across the energy and metals space. Ed built out Wood Mackenzie's macroeconomics team – now a global team of economists responsible for our outlook to 2035. Recently he has become responsible for Wood Mackenzie's oil price outlook which includes the development and commercialization of Wood Mackenzie's Oil Price Model and its ancillary services. Before moving into commodities, Ed held Senior Economist positions at HM Treasury and the UK Debt management Office where he briefed former Prime Ministers Tony Blair and Gordon Brown. Ed holds an MSc in Economics from Southampton University, and a BSc in Economics from The University of Birmingham. He is also an alumnus of the London School of Economics.

        • Kristy Kramer leads Wood Mackenzie’s Americas Gas Research team, which covers short term and long term market analysis and outlooks for supply, demand, pricing, and flows in North America and as part of the global gas market. She joined Wood Mackenzie as a Principal in consulting in 2016, focusing on delivering bespoke gas, power, and LNG engagements. Kristy has been involved in helping clients determine and evaluate investment opportunities, design portfolio strategy, and understand associated market responses. Prior to Wood Mackenzie, Kristy worked eight years at ExxonMobil, on portfolio optimization, strategy analysis and design, and operational transactions. She has experience in the flowing gas, LNG, and exploration businesses and with key joint venture partners in the Americas, Middle East, and Africa. Kristy holds an MBA from the Olin Business School at Washington University in St. Louis and a degree in Mechanical Engineering (magna cum laude) from Washington University in St. Louis.

      • Geology vs technology: how sustainable is Permian tight oil growth?

        Speakers

        • Robert G. Clarke has been with Wood Mackenzie since 2005, originally as a member of the company’s US Lower 48 Upstream Research team. He has covered both the Rocky Mountains and Gulf Coast regions specifically, and led much of Wood Mackenzie’s initial US shale research. He product managed the Global Unconventional Play Service from 2009 to 2014. Now, Robert directs the company’s wider global unconventional research effort and he also manages an internal upstream Knowledge Network. Robert’s analytical specializations include geologic play description, decline curve analysis, production forecasting, analogue play modelling, and economic benchmarking. He has widespread experience analysing exploratory global unconventional gas assets and has worked on numerous upstream consulting projects, ranging from asset opportunity screenings for E&Ps, to due diligence work for private equity M&A. Robert also regularly contributes to written media and is a frequent speaker and panel moderator at industry conferences. Prior to joining Wood Mackenzie, he worked as a Field Geologist for HMI, a private engineering and consulting firm in Houston, Texas. Robert graduated Cum Laude from Texas A&M University in 2001 with a BA in Geology, and received a MBA in 2005 from the Eller College of Management at the University of Arizona.

      • Oil, gas and NGL supply and cost outlook: what assets can compete with Permian and Marcellus

        Speakers

        • Alex Beeker is responsible for developing short-term and long-term, oil & gas supply forecasts for the US Lower 48 at Wood Mackenzie. This critical work sits between Wood Mackenzie's company level asset analysis and macro commodity forecasts. It is pivotal in ensuring views are aligned throughout the many teams involved. Prior to his current role, Alex was focused on analysing the Niobrara play, deriving economic assumptions and company valuations. Alex holds a BSE in Industrial and Operations Engineering at the University of Michigan and a MA in Applied Natural Resource Economics from Michigan Tech University. He is a CFA Level III candidate. Alex originally started as an intern in Wood Mackenzie's Houston office before relocating to the NYC office.

      • Break

      • OPEC’s response to rising US tight oil production and exports

        Speakers

        • Ann-Louise Hittle brings to Wood Mackenzie over 25 years experience in analyzing the global oil industry. She directed the development of Wood Mackenzie’s Macro Oils Service, launched in April 2005. Ann-Louise has established an international reputation for her analysis of short to long term oil markets. Her career began with Gulf Oil after which she was Staff Editor with Petroleum Intelligence Weekly. Thereafter, she was Middle East/Oil Markets research associate with Kissinger Associates Inc in New York and then Senior Oil and Gas Futures Analyst with Shearson Lehman Brothers. Ann-Louise joined Wood Mackenzie from CERA, where she was Research Head of the Upstream Oil Service with responsibility for world oil market analysis and writing the long term scenarios. Ann-Louise graduated from St. Lawrence University and holds a Masters Degree from Harvard University in Middle East Studies.

      • Midstream: stuck in the middle with you. What's next for the industry in an oversupplied market?

        Speakers

        • Anne Keller joined Wood Mackenzie in August 2012, managing the NGL Research team, which developed and launched the short term service in 2013, and the long term service in 2014. Prior to joining Wood Mackenzie, she was Founder and President of Midstream Energy Group, a strategy consultancy focused on transaction advisory services to the gas midstream and NGL distribution and marketing sectors, private equity investors, and banks. Her industry experience includes positions in corporate finance, asset management, NGL supply and trading, and project development. She was also Group Manager in the Natural Gas and Utilities section of Jacobs Consultancy, a subsidiary of Jacobs Engineering. Anne holds a BS in Accounting and Business Administration and an MBA in Finance. She is a CPA, and and currently serves on the Boards of Directors and Finance and Technical Committees of the Gas Processors’ Suppliers Association. She has developed and taught “NGL Fundamentals” courses which have been attended by over 1,000 industry professionals, including an “NGL 101” webinar sponsored by the US Energy Information Administration.

      • Emerging constraints or smooth sailing: processing and oil, gas and NGL takeaway in growth plays

        Speakers

        • Dulles works within Wood Mackenzie’s North America Gas Service with focused expertise in the Canadian natural gas market. Prior to joining Wood Mackenzie, Dulles was a regulatory analyst for energy markets at the Alberta Securities Commission, providing primary oversight of the Natural Gas Exchange. Dulles’ previous industry experience include natural gas consulting with The Brattle Group, and fuels fundamental analysis and physical gas scheduling with NRG Energy. Before moving to Canada, Dulles worked as a program manager at Joint U.S.-China Collaboration on Clean Energy in Beijing, providing energy efficiency and clean energy trainings to Chinese mayors and senior executives from Chinese State-Owned Enterprises. Dulles holds a B.S. degree from Johns Hopkins University and dual M.S. degrees in Technology and Policy and Civil and Environmental Engineering from Massachusetts Institute of Technology.

        • Deren Gursel joined Wood Mackenzie`s North America Gas Service as an Energy Analyst in 2013, modelling and analysing the residential, commercial, industrial, and transport markets for US natural gas. He is particularly interested in industrial demand growth through gas-intensive projects, and developments in on-road, off-road and marine transport markets across US including liquefaction facilities, and fueling stations. He works on North America gas supply model and helps integrating the upstream story with the gas markets. In addition, he covers Gulf Coast and Mid-Con supply regions for North America Gas Service, particularly focusing on gas pipeline developments and takeaway capacity in the region. Deren holds a Bachelor of Science in Industrial Engineering and an MBA from Sabanci University, and a Master of Science in Management degree from MIT Sloan School of Management.

      • Mexico: drivers behind the gas export equation

        Speakers

        • Brett Blankenship has over a decade of experience in power and fuels markets. At Wood Mackenzie, he has been an integral member and manager of the North America Power and Renewables, North America Gas, and currently Latin America Fuel Fundamentals research teams. He has a strong background in topical research, scenario modeling, model development, and process automation. His areas of expertise include long-term cross-sector integrated scenario analysis, power sector environmental policy, and coal-gas competition. Prior to joining Wood Mackenzie, Brett had worked at Accenture and American Electric Power. He holds a B.S. in Chemical Engineering from Case Western Reserve University and is based in Wood Mackenzie's Houston office.

      • Lunch

      • Further Downstream: How crude oversupply and marine bunker regulations are set to shape refining

        Speakers

        • Sam joined Wood Mackenzie in 2009 and leads the Americas refining and oil markets team responsible for short and long term fundamentals analysis across crude, refining and product markets. He also has responsibility for content stewardship and development and driving commercial activities across the Americas. Prior to this, he was also Product Manager, responsible for Wood Mackenzie’s global refining asset analysis, driving both content and commercial development. Prior to joining Wood Mackenzie, Sam worked for Sunoco for 8 years in a variety of engineering, operations and business optimization roles. He held roles as the Product Manager, Polymers for Sunoco’s Chemicals business unit responsible for asset and product optimization along with plant financial performance. He also worked as a process engineer and supported large scale capital projects as a project engineer. Sam holds a Bachelor of Science degree in Chemical Engineering from Drexel University, as well as a Master of Business Administration in Finance from the University of Houston.

      • LNG: how could emerging strategies across the LNG value chain impact the NA landscape

        Speakers

        • Kristy Kramer leads Wood Mackenzie’s Americas Gas Research team, which covers short term and long term market analysis and outlooks for supply, demand, pricing, and flows in North America and as part of the global gas market. She joined Wood Mackenzie as a Principal in consulting in 2016, focusing on delivering bespoke gas, power, and LNG engagements. Kristy has been involved in helping clients determine and evaluate investment opportunities, design portfolio strategy, and understand associated market responses. Prior to Wood Mackenzie, Kristy worked eight years at ExxonMobil, on portfolio optimization, strategy analysis and design, and operational transactions. She has experience in the flowing gas, LNG, and exploration businesses and with key joint venture partners in the Americas, Middle East, and Africa. Kristy holds an MBA from the Olin Business School at Washington University in St. Louis and a degree in Mechanical Engineering (magna cum laude) from Washington University in St. Louis.

      • Break

      • Sustainability and decarbonization: driving energy sector disruption

        Speakers

        • Prajit Ghosh leads a team responsible for developing Wood Mackenzie's views of the North American power and renewables markets. He provides consulting and analytical services pertaining to regional market assessments, fundamental energy market analyses, wholesale price forecasting and asset valuations using production cost modelling software applications. Prajit joined Wood Mackenzie in 2006 where he has worked on North American and European gas and power markets. Prior he worked at Constellation and has experience working in the Indian gas and power sector with a focus on policy. He has worked across different aspects of industry fundamentals viz. Load forecasting, supply, emissions’ markets, pricing, capacity markets, and asset valuation. He has also worked on various consulting and IRP projects. He has strong modeling skills and has experience with optimization models/languages like Aurora, GAMS, AIIMS, Python and statistical models like Stata, SPSS. Prajit holds a Masters degree in Energy and Mineral Resources from the University of Texas at Austin. He also holds a Masters in Business Administration from Symbiosis College, India and a Bachelor’s degree in Economics from Delhi University, India. He is based in Wood Mackenzie's Houston office.

      • Evs: scenarios for long term market share and implications for peak oil demand

        Speakers

        • Linda joined Wood Mackenzie in May 2007 and is responsible for oil demand analysis of the Americas for Macro Oils and Product Markets Service. She has extensive experience in analyzing and forecasting oil demand by product and sector. Prior to joining Wood Mackenzie, Linda worked at Energy Security Analysis, Inc. (ESAI) for six years, where she was a key contributor to the company's analysis of the Atlantic Basin market. Prior to this, Linda worked for eight years in economic consulting. Linda graduated from Lafayette College with a BA in economics and has a Master's equivalent in economics from the University of Mannheim, Germany.

      • Is gas's future bright or will solar (or wind) steal the shine?

        Speakers

        • Jen Snyder brings to Wood Mackenzie over 15 years of experience analyzing the North American gas industry. She directed the launch of Wood Mackenzie’s North American gas service in 2003. She has presented to numerous board and senior level strategy groups, as well as to major industry conferences. Jen currently serves on EPRI’s Advisory Council Executive Committee. She is a recognized industry expert on gas markets, and currently acts as Principal Analyst for the North American gas team. Prior to joining Wood Mackenzie, Jen was the Director of North American Gas research at CERA, where she led development of short and long term market analysis. Previously, Jen worked for the National Economic Research Associates, Inc., where she analyzed rate design, cost classification, and allocation and service options for domestic and international natural gas clients. Jen Snyder holds a BS from the Massachusetts Institute of Technology and an MA from the University of Pennsylvania.

      • A decarbonising world: what happens to plastics demand and what are the implications of US plants?

        Speakers

        • Anne Keller joined Wood Mackenzie in August 2012, managing the NGL Research team, which developed and launched the short term service in 2013, and the long term service in 2014. Prior to joining Wood Mackenzie, she was Founder and President of Midstream Energy Group, a strategy consultancy focused on transaction advisory services to the gas midstream and NGL distribution and marketing sectors, private equity investors, and banks. Her industry experience includes positions in corporate finance, asset management, NGL supply and trading, and project development. She was also Group Manager in the Natural Gas and Utilities section of Jacobs Consultancy, a subsidiary of Jacobs Engineering. Anne holds a BS in Accounting and Business Administration and an MBA in Finance. She is a CPA, and and currently serves on the Boards of Directors and Finance and Technical Committees of the Gas Processors’ Suppliers Association. She has developed and taught “NGL Fundamentals” courses which have been attended by over 1,000 industry professionals, including an “NGL 101” webinar sponsored by the US Energy Information Administration.

      • Decarbonization Q&A

        Speakers

        • Anne Keller joined Wood Mackenzie in August 2012, managing the NGL Research team, which developed and launched the short term service in 2013, and the long term service in 2014. Prior to joining Wood Mackenzie, she was Founder and President of Midstream Energy Group, a strategy consultancy focused on transaction advisory services to the gas midstream and NGL distribution and marketing sectors, private equity investors, and banks. Her industry experience includes positions in corporate finance, asset management, NGL supply and trading, and project development. She was also Group Manager in the Natural Gas and Utilities section of Jacobs Consultancy, a subsidiary of Jacobs Engineering. Anne holds a BS in Accounting and Business Administration and an MBA in Finance. She is a CPA, and and currently serves on the Boards of Directors and Finance and Technical Committees of the Gas Processors’ Suppliers Association. She has developed and taught “NGL Fundamentals” courses which have been attended by over 1,000 industry professionals, including an “NGL 101” webinar sponsored by the US Energy Information Administration.

      • Closing reception

Fees

If you are not a client please use the enquiry form at the top of this page to register your interest in attending.