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four seasons houston

November 20-21, 2014

2013 Agenda

Program Outline

 

CONFERENCE: WEDNESDAY MORNING, DECEMBER 11, 2013
7:15 AM
REGISTRATION, CONTINENTAL BREAKFAST
     
8:10 AM
Welcome, Introduction  
  Bob Nimocks, president, Zeus Development Corporation  
 

What has happened since last year? What is the context this year? Who is speaking? What is the agenda? Nimocks will review these before introducing the leadoff speaker.

 
8:30 AM
Advancing Freeport LNG's 15 MTPA, Three-Train Export Project  
  Michael S. Smith, Chairman and CEO, Freeport LNG Smith_Michael.jpg
 

On Sept. 9, Freeport LNG Expansion announced that it has entered into a 20-year tolling agreements with Toshiba (Japan) and SK E&S LNG (South Korea) for combined 4.4 million tonnes per year, completing the marketing for its third train. In May, the company received 20-year approval to export up to 1.4 billion cubic feet per day to proceed with its first two trains. To lead off the conference, Michael Smith has been asked to describe the unique features of this multibillion-dollar project, its timeline and future vision.

  
9:10 AM
Scenario Planning: Global LNG Markets in Light of Conservative or Liberal North American Supply  
  Mike Juden, Senior Practice Expert, Natural Gas, McKinsey & Company Juden_Mike.jpg
 

To help create a global perspective on the impact of major new American export volumes, Mike Juden, a leading authority on natural gas and LNG markets, will review global LNG demand and supply, especially market dynamics in Asia and Europe as North American, Australian and African LNG export projects compete with pipelines and domestic shale production for market share.

10:00 AM
BREAK
10:30 AM
PANEL: What volume of LNG exports is in the U.S. 'public interest'  
 

As of Sept. 11, 31 applications had been submitted to the U.S. DOE to export LNG to non-free trade agreement (non-FTA) countries. Combined, these projects propose to export up to 39.7 billion cubic feet (BCF) of natural gas per day (286 million tonnes annually), about 60% of current U.S. production. The DOE has authorized four applications thus far, proposing to export a combined 7.4 BCFD (53 million annual tonnes). What volume of exports is in the public interest? And, how will this standard be applied by the DOE to determine which and how many projects will be authorized? Does “license to export” mean “flow”? Will market determination of actual flowing commercial volumes ultimately define the “public interest”? This session, moderated by James A. Baker Energy Fellow Ken Medlock, will offer perspectives.

   
  MODERATOR:  
  Ken Medlock, James A. Baker, III, and Susan G. Baker Fellow in Energy and Resource Economics, Rice University’s Baker Institute, Senior Director, Center for Energy Studies  Medlock_Ken.jpg
 

Kenneth B. Medlock III, Ph.D., will moderate the panel to discuss what volume of LNG exports is in the public interest, as defined by the US Department of Energy (DOE). He is the James A. Baker, III, and Susan G. Baker Fellow in Energy and Resource Economics at the Rice University’s Baker Institute and the senior director of the Center for Energy Studies, as well as an adjunct professor and lecturer in the Department of Economics at Rice University.

  
  PANELISTS:  
  David Wochner, Partner, K&L Gates Wochner_david.jpg
 

DOE uses a “Public Interest Standard” to determine if demand is expected to exceed domestic supplies over the term of the export, and if so, can excess demand be met through other available energy sources. Wochner, a member of the Energy, Infrastructure and Resources Group at K&L Gates, is a leading authority on the policies that drive DOE’s LNG decision-making. To kickoff the panel, he has been asked to provide the latest thinking in Washington as to what defines “public interest.”

  
  Robert Baron, Consultant, NERA Robert Baron
 

As part of a broader effort to inform decisions related to LNG exports, the U.S. DOE commissioned NERA Economic Consulting to conduct a third-party study to gain a better understanding of how U.S. LNG exports could affect the public interest with emphasis on energy and manufacturing sectors. Robert Baron co-authored the study. 

  
  Tom Choi, Gas Market Lead, Deloitte  Choi_Tom.jpg
 

Last October, the Deloitte Center for Energy Solutions and Deloitte MarketPoint LLC issued a report, entitled “Exporting the American Renaissance: Global impacts of LNG exports from the United States.” Peter J. Robertson of the Deloitte Center for Energy Solutions and Tom Choi of Deloitte MarketPoint, authored the report. Tom is national practice leader for natural gas at Deloitte MarketPoint, which is a decision support solutions company focused on fundamental market analysis and price forecasting.

  
  Bob Broxson, Vice President, Charles River Associates  Broxson_Bob.jpg
 

In March, Charles River Associates released the report, entitled “US Manufacturing and LNG Exports: Economic Contributions to the US Economy and Impacts on US Natural Gas Prices,” which was sponsored by The Dow Chemical Company to examine the trade-offs between LNG exports and manufacturing in the US economy. Ken Ditzel, Jeff Plewes and Bob Broxson authored the report. 

  
  Richard G. Smead, Managing Director, Advisory Services, RBN Energy LLC smead_richard.jpg
 

Rick Smead recently joined RBN from Navigant Consulting where he consulted extensively for the LNG industry. In June, Navigant published a report that concluded LNG “export projects will be an important element in providing stable, incremental demand to help sustain development of shale gas resources and foster the long-term stability of the U.S. natural gas market.” He has been asked to describe his analysis to reach these conclusions.

    
12:30 PM
LUNCH sponsored by Braemar Technical Services
 1:30 PM

Luncheon Keynote: BG's Role in North American LNG Exports

 

 
 

 

 
  Martin Houston, Executive Director and Chief Operating Officer, BG Group Houston_Martin.jpg
 

In 2011, BG Group took the lead in a race to export LNG from North America by executing a landmark $8 billion liquefaction and export deal with Cheniere Energy. BG has interests in two other proposed North American export projects: Prince Rupert, B.C., and Lake Charles, La., and two import terminals at Elba Island, Ga., and Lake Charles, La. Martin Houston has been asked to describe his vision for BG in the world’s changing energy landscape.

  
DINNER CRUISE: WEDNESDAY AFTERNOON, DECEMBER 11, 2013
2:00 - 9:00 PM
Sabine Pass Dinner Cruise to view Sabine LNG, Golden Pass LNG terminals & Construction
     
2:10 PM
Buses depart Houston Four Seasons Hotel for Cruise Tour  
     
4:00 PM
Buses arrive Sabine Pass  
     
4:15 PM
Dinner Cruise on Star Gazer yacht (see photo)  
    Star-Gazer-Cruise-Boat.jpg  
7:30 PM
Buses depart from Sabine Pass to return to Houston Four Seasons Hotel  

 

 


 

CONFERENCE: THURSDAY, DECEMBER 12, 2013
7:00 AM
REGISTRATION, CONTINENTAL BREAKFAST Sponsored by GTT
     
8:00 AM
Day 1 Summary, Day 2 Objectives, Agenda  
  Bob Nimocks, President, Zeus Development Corporation  
 
8:15 AM
Opening Address: Texas Energy Independence  
  Barry Smitherman, Chairman, Texas Railroad Commission Smitherman_Barry.jpg
 

Texas leads the U.S. in oil and gas production due to its business-friendly economic climate, which has enabled development of the Barnett, Eagle Ford and Permian basins, among others.  Last decade, two LNG import terminals: Freeport and Golden Pass, were constructed. Both propose now to add liquefaction and export capacity.  As chairman of the Railroad Commission, Barry Smitherman is leading the energy policies that will enable these projects to advance.

  
8:45 AM
Using Master Limited Partnerships to Drive LNG Export Investment  
  Jamie Welch, Group CFO, Energy Transfer Jamie Welch
 

On Oct. 1, Energy Transfer and BG Group announced that they have entered into an agreement to develop an LNG export project at the Trunkline import terminal in Lake Charles, La., following DOE authorization to export to non-free trade agreement nations. Jamie Welch is the Group CFO and head of business development for the Energy Transfer family. He has been asked to describe the project and how MLP’s make financing possible.

  
9:15 AM
Exporting Small, Medium-Sized Canadian Producer Reserves via Oregon  
  Peter Hansen, CEO, Oregon LNG Hansen_Peter.jpg
 

Oregon LNG proposes to build an LNG export terminal to liquefy and ship Canadian gas to Asian markets. CEO Peter Hansen believes the project will be a boon to Canada’s “economically stranded” small and medium-sized producers, which are less likely to participate in major oil company export terminals.

    
9:45 AM
BREAK
10:15 AM
FLNG Case One: EOS, Barca Brownsville LNG Export Project  
  Andrew Kunian, CEO, EOS Kunian_Andrew.jpg
 

On July 24, the Brownsville, Texas, Navigation District approved two leases to EOS LNG, LLC and Barca LNG for export projects. Shortly thereafter EOS and Barca each filed a request for authorization to the U.S. DOE to export up to 1.6 bcfd. Andrew Kunian will provide project details.

  
10:45 AM
FLNG Case Two: Raising Export Volumes at Cambridge Energy LNG  
  Sherman E. Bryant, CEO, Cambridge Energy Bryant_Sherman.jpg
 

Cambridge Energy (CE) is proposing to develop a floating LNG project near Baptiste Collette Bayou in Plaquemines Parish, La., on the eastern bank of the Mississippi River. The project will require one or more purpose-built floating liquefaction vessels. In early 2012, CE requested that the U.S. DOE increase its export authority to 2 million metric tons of LNG per year. Sherman Bryant will provide details.

  
11:15 AM
FLNG Case Three: Excelerate Energy's Lavaca Bay LNG Export Project  
  Martin Hruska, Director, Excelerate Energy Hruska_Martin.jpg
 

Excelerate Energy aims to develop the first U.S. floating liquefaction facility using Floating Liquefaction, Storage and Offloading vessel (FLSO™) technology. The project will be located in Port Lavaca, situated between Galveston and Corpus Christi on the Texas Gulf Coast, interconnecting to the region’s pipeline system. Martin Hruska will provide details.

  
    
11:45 PM
LUNCH
  Luncheon Keynote:  
  Luncheon Address: Alaska's Major New LNG Export Opportunity  
  Mead Treadwell, Lt. Governor, State of Alaska Treadwell_Mead.jpg
 

To market its considerable North Slope gas reserves, the State of Alaska is working with oil and gas producers and a major pipeline company to devise plans to pipe, liquefy and export LNG. Lt. Governor Mead Treadwell will provide the latest details on this project and describe the opportunities it creates for Alaskans and the broader LNG marketplace.

  
 
1:30 PM
AMERICAN CONSTRUCTION CAPACITY, TECHNOLOGY IN LIGHT OF RAPIDLY RISING DEMAND  
 
American LNG Construction Costs: Trends and Issues  
  Robert Nussmeier, Director of Strategic Clients and Partners, Kiewit Oil, Gas and Chemical North America Nussmeier_Bob.jpg
 

Bob Nussmeier leads Kiewit’s strategic clients and partner relationships in the oil, gas and petrochemical industries. He focuses on helping clients engineer, procure and construct multibillion-dollar process facilities. Bob has spent more than 30 years in different management capacities in world-scale construction, specializing in concrete construction.  

    
 
New Time-Saving LNG Tank Design  
  Allyn Risley, Chairman, GTT (Gaztransport & Technigaz) North America Risley_Allyn.jpg
 

Among the infrastructure at LNG terminals, field-erected storage tanks commonly require the longest lead time to construct. GTT, which is known for LNG carrier membrane storage systems, offers land storage technology with basic modular-shaped components widely available by normal industrial processes, which may enable faster terminal development. Risley will describe the promise of this technology.

  
 
2:30 PM
The Latest LNG Trends at FERC  
  Rich Foley, Branch Chief/Program Manager, Office of Energy Projects, Division of Pipeline Certificates, FERC Foley_Richard.jpg
 

The FERC currently tracks 34 LNG import/export terminal projects. It is responsible for authorizing the siting and construction of onshore and near-shore import or export facilities, issuing certificates of public convenience and necessity for related interstate pipelines and preparing environmental assessments or impact statements. Foley has been asked to update the conference on the latest issues at the FERC as it relates to LNG exports.

3:00 PM
BREAK
  
3:30 PM
Tapping Exports to Supply LNG Motor Fuel Markets  
  Keith Meyer, Chairman & CEO, LNG Central Meyer_Keith.jpg
 

In June, LNG Central announced the commencement of its “LNG America Initiative,” a platform designed to provide LNG to domestic markets as a clean and economical alternative to petroleum. The company has signed a letter of intent with Cheniere Energy, Inc. (“Cheniere”), setting the framework for Cheniere to arrange LNG supply and become an investor. LNG Central intends to develop infrastructure and obtain supply to provide LNG fuel to maritime and other transportation and industrial consumers. Keith, an accomplished energy executive with over 30 years of natural gas and LNG experience, will direct LNG Central’s efforts.

  

 

 

4:00 PM
Transportation Winners and Losers from North American LNG Exports  
  Keith Bainbridge, founder, CS LNG Bainbridge_Keith.JPG
 

Keith Bainbridge, a leading independent authority on LNG shipping and carrier markets, has been asked to provide his perspective on LNG transportation in light of current market trends, including North America’s possible emergence as the world’s largest LNG supplier. 

     
 
   
4:30 PM
CONFERENCE ENDS

Thanks to our sponsors and presenting organziations

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