Agenda
07 November 2017
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Registration
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Welcome Remarks
Speakers
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Simon Flowers was appointed Chairman, Energy for Wood Mackenzie in April 2016. He has led the commodities, global trends and corporate analysis research over the last few years and has been Chief Analyst since July 2015. He writes ‘The Edge’, Wood Mackenzie’s weekly thought-leadership insight on oil and gas. Simon re-joined Wood Mackenzie in 2010, and has over 20 years of experience in the oil, gas, utilities and mining sectors, working with the boards of many energy companies on strategic issues. His views on major industry issues are regularly sought by the media in Europe, the US and Asia. Simon was MD and Head of Pan European Utilities Research with BAML from 1998, covering the major European utilities. The team was Top 3 ranked in the sector for over a decade and Simon was involved in most of the major European privatisations in the sector during this period, including Enel, EdF and GdF. Simon was a No.1 ranked oil analyst with NatWest Markets 1992-98. Prior to joining NatWest, he had worked for Ord Minnett Securities in Sydney as an energy and mining analyst in the Australian market. Simon graduated in geology from the University of Edinburgh, and worked for two years as a geologist in the oil industry working in the Netherlands and offshore Egypt. Simon originally joined Wood Mackenzie in 1983 as an analyst in the North Sea and NW Europe Services.
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The oil price outlook and major trends in global E&P
- Demand: changing patterns of energy consumption; when is peak oil demand
- Supply: non-OPEC growth, focus on Permian tight oil; non-OPEC investment trends; OPEC strategy
- Oil price outlook
Speakers
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Simon Flowers was appointed Chairman, Energy for Wood Mackenzie in April 2016. He has led the commodities, global trends and corporate analysis research over the last few years and has been Chief Analyst since July 2015. He writes ‘The Edge’, Wood Mackenzie’s weekly thought-leadership insight on oil and gas. Simon re-joined Wood Mackenzie in 2010, and has over 20 years of experience in the oil, gas, utilities and mining sectors, working with the boards of many energy companies on strategic issues. His views on major industry issues are regularly sought by the media in Europe, the US and Asia. Simon was MD and Head of Pan European Utilities Research with BAML from 1998, covering the major European utilities. The team was Top 3 ranked in the sector for over a decade and Simon was involved in most of the major European privatisations in the sector during this period, including Enel, EdF and GdF. Simon was a No.1 ranked oil analyst with NatWest Markets 1992-98. Prior to joining NatWest, he had worked for Ord Minnett Securities in Sydney as an energy and mining analyst in the Australian market. Simon graduated in geology from the University of Edinburgh, and worked for two years as a geologist in the oil industry working in the Netherlands and offshore Egypt. Simon originally joined Wood Mackenzie in 1983 as an analyst in the North Sea and NW Europe Services.
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Carbon intensity: corporate challenges and opportunities
- Counter-cyclical BD during the downturn
- Financial strength: which IOCs and NOCs are well positioned for the new era?
- Strategies for lower forever oil prices
- High-grading
- Resource capture - Moving into renewables
Speakers
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Tom Ellacott heads up Wood Mackenzie's Corporate Research team, which includes the Corporate Service, M&A Service and the Corporate Benchmarking Tool. Tom joined Wood Mackenzie in 1996, initially as an upstream analyst where he gained exposure to the UK, North West Europe and South East Asia regions. He subsequently managed the development and launch of both the CAT and Corporate Service offerings, and now has over 10 years experience of corporate research. Tom has covered over 40 of the companies in the Corporate Service during this time, including the Majors, leading Independents and the main National Oil Companies. His current portfolio includes ExxonMobil and Chevron. Tom has a post graduate qualification in Petroleum Economics and Management from the French Petroleum Institute and an MA in Natural Sciences from Cambridge University.
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Coffee Break
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Conventional project health-check: costs, breakevens and investment
- Impact of pre FID projects on spend and production
- Which sectors and themes will see growth?
- What is the future for deep water?
- How are companies adapting to new cost pressures
Speakers
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David Thompson heads the Asian upstream practice based in Tokyo. He has over 25 years of experience in the oil and gas industry, starting as a Petroleum Geologist in the 1980s, followed by 20 years working for and managing consulting organisations. His main areas of focus include upstream strategy, organisational design and performance improvement. David has spent much of his career focusing on supporting NOCs and Governments with their strategy, growth and performance. He has helped deliver solutions for projects in over 40 countries. Some of his recent projects include the restructuring of an Eastern European NOC, long term growth strategy for an Asian NOC, organisational design for a major Chinese NOC and portfolio analysis and optimisation for an internationalising Asian NOC. Prior to joining Wood Mackenzie, David worked with Arthur D Little managing their energy practice in China and working on a broad range of strategy and commercial studies. Previous to ADL, David was with IHS Energy for 15 years reaching the position of global VP for all of its international business development and sales managing a network of 8 global offices. David graduated from Keele University with a BSc Honours in Geology.
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Evolving corporate LNG strategies and their impact on the market outlook
- Review of the outlook for LNG supply and demand
- How are key suppliers responding to falling contract prices?
- Rising short term activity and spot selling to balance portfolios
- Will US LNG be the beneficiary of buyer concerns over supply flexibility and diversity?
Speakers
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Gavin joined Wood Mackenzie in 1997, managing the company's Asia Pacific Energy Markets team from 2000-2003. Between 2003-2014 Gavin was based in Beijing managing Wood Mackenzie’s China research. During this time he worked on a range of projects with domestic and international energy companies including the development of international growth strategies, upstream opportunity screening, LNG project evaluation, Chinese provincial gas price forecasting, analysis of the Chinese CBM market, and the influence of China on Pacific Basin gas markets and pricing. Gavin relocated to Wood Mackenzie’s Tokyo office in early 2014 to head Wood Mackenzie’s gas and power research across North East Asia. In Early 2016 Gavin returned to Beijing to head Wood Mackenzie’s overall China consulting team. In 2017, Gavin moved to Singapore to lead the Asia Pacific Research. Gavin graduated from Newcastle University with a first class honours degree in Politics, Economics and Chinese Language.
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Panel Discussion and Q&A
Speakers
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David Thompson heads the Asian upstream practice based in Tokyo. He has over 25 years of experience in the oil and gas industry, starting as a Petroleum Geologist in the 1980s, followed by 20 years working for and managing consulting organisations. His main areas of focus include upstream strategy, organisational design and performance improvement. David has spent much of his career focusing on supporting NOCs and Governments with their strategy, growth and performance. He has helped deliver solutions for projects in over 40 countries. Some of his recent projects include the restructuring of an Eastern European NOC, long term growth strategy for an Asian NOC, organisational design for a major Chinese NOC and portfolio analysis and optimisation for an internationalising Asian NOC. Prior to joining Wood Mackenzie, David worked with Arthur D Little managing their energy practice in China and working on a broad range of strategy and commercial studies. Previous to ADL, David was with IHS Energy for 15 years reaching the position of global VP for all of its international business development and sales managing a network of 8 global offices. David graduated from Keele University with a BSc Honours in Geology.
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Gavin joined Wood Mackenzie in 1997, managing the company's Asia Pacific Energy Markets team from 2000-2003. Between 2003-2014 Gavin was based in Beijing managing Wood Mackenzie’s China research. During this time he worked on a range of projects with domestic and international energy companies including the development of international growth strategies, upstream opportunity screening, LNG project evaluation, Chinese provincial gas price forecasting, analysis of the Chinese CBM market, and the influence of China on Pacific Basin gas markets and pricing. Gavin relocated to Wood Mackenzie’s Tokyo office in early 2014 to head Wood Mackenzie’s gas and power research across North East Asia. In Early 2016 Gavin returned to Beijing to head Wood Mackenzie’s overall China consulting team. In 2017, Gavin moved to Singapore to lead the Asia Pacific Research. Gavin graduated from Newcastle University with a first class honours degree in Politics, Economics and Chinese Language.
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Simon Flowers was appointed Chairman, Energy for Wood Mackenzie in April 2016. He has led the commodities, global trends and corporate analysis research over the last few years and has been Chief Analyst since July 2015. He writes ‘The Edge’, Wood Mackenzie’s weekly thought-leadership insight on oil and gas. Simon re-joined Wood Mackenzie in 2010, and has over 20 years of experience in the oil, gas, utilities and mining sectors, working with the boards of many energy companies on strategic issues. His views on major industry issues are regularly sought by the media in Europe, the US and Asia. Simon was MD and Head of Pan European Utilities Research with BAML from 1998, covering the major European utilities. The team was Top 3 ranked in the sector for over a decade and Simon was involved in most of the major European privatisations in the sector during this period, including Enel, EdF and GdF. Simon was a No.1 ranked oil analyst with NatWest Markets 1992-98. Prior to joining NatWest, he had worked for Ord Minnett Securities in Sydney as an energy and mining analyst in the Australian market. Simon graduated in geology from the University of Edinburgh, and worked for two years as a geologist in the oil industry working in the Netherlands and offshore Egypt. Simon originally joined Wood Mackenzie in 1983 as an analyst in the North Sea and NW Europe Services.
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Tom Ellacott heads up Wood Mackenzie's Corporate Research team, which includes the Corporate Service, M&A Service and the Corporate Benchmarking Tool. Tom joined Wood Mackenzie in 1996, initially as an upstream analyst where he gained exposure to the UK, North West Europe and South East Asia regions. He subsequently managed the development and launch of both the CAT and Corporate Service offerings, and now has over 10 years experience of corporate research. Tom has covered over 40 of the companies in the Corporate Service during this time, including the Majors, leading Independents and the main National Oil Companies. His current portfolio includes ExxonMobil and Chevron. Tom has a post graduate qualification in Petroleum Economics and Management from the French Petroleum Institute and an MA in Natural Sciences from Cambridge University.
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Networking Dinner & Drinks
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Fees
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