Agenda – 2021

•US LNG Update 2021
•LNG’s role in a clean energy future
•Global LNG marketplace dynamics
•The role of the US in changing global LNG market dynamics
•Additional LNG topics you think would be important to address

Stabilis reports on LNG activity on the Gulf Coast: marine bunkering, Mexico exports, utility support with emergency response, peak shaving, pipeline outages, remote power, and early commissioning.

This panel of leading expert analysts provides a comprehensive assessment and analysis of current and forecasted natural gas market conditions for the Gulf Coast region. This information serves as a valuable foundational basis for the overall Agenda.

DT Midstream has an enviable market, delivering natural gas across the United States and into Canada, but a new project in the Haynesville Shale is looking to the discriminating cadre of overseas customers that want carbon-neutral fuel. Aspects to be shared include a detailed a unique project underway in the gas-rich Haynesville Shale to expand services for liquefied natural gas (LNG) customers.

End use demand for natural gas in the Lake Charles and Mississippi River Corridor is expected to grow annually over the next 10 years. Considering the economic and regulatory challenges of greenfield projects, the ability to modernize and strategically expand existing assets is imperative. Boardwalk Pipeline Partners’ core assets in the Lake Charles and Mississippi River Corridor market area, and recent acquisition of the Varibus Natural Gas Pipeline, have us well positioned to remain a cost-effective solution for existing markets and the expected growth.

With increasing policy, regulatory and NGO resistance to midstream infrastructure additions and expansions, traditional development approaches may not be successful. This panel describes numerous case studies for real-world alternatives to deliver natural gas supply to markets. Includes virual pipeline projects, small scale LNG, CNG, etc.

Captain Fleming has been deployed overseas six times with the U.S. Army’s elite 75th Ranger Regiment in support of both Operation Enduring Freedom and Operation Iraqi Freedom. He has been wounded in combat on three separate occasions and has undergone 23 surgeries, one of which resulted in a trans-tibial amputation of his left leg. While most would assume this type of injury would conclude someone’s service to their country. Captain Fleming has re-deployed five times since his injuries, each time going right back into the fight. He is one of the few amputees who have been able to redeploy into combat as an amputee.

After serving with distinction and receiving numerous awards and decorations, including the Meritorious Service Medal, two Bronze Star medals with Valor, and three Purple Hearts, he retired from active duty and still serves our country in other capacities.

He has completed marathons, triathlons, tough mudders and cycling events throughout the United States and is also a sought after inspirational speaker. Numerous Fortune 500 companies have asked Chad to bring his message of resilience, perseverance, and his “Never Quit” attitude into their companies to help build their corporate teams. He is a Board Member for the “Lone Survivor Foundation,” and travels around the country as part of Marcus Luttrell’s Patriot Tour.

Mandates for ESG, low carbon footprint, and responsibly-sourced energy are clearly demanding "Energy Transition" for natural gas markets.This panel introduces and describes a variety of novel innoovations arriving on the scene that challenge traditional methods, and pave the way for compliance with these new mandates.

Washington, DC is often described as a chaotic place. That is even more so this fall, as budget deadlines and Administration agendas are being debated and discussed. Listen in to this presentation to learn some of what is going on, especially as it relates to natural gas distribution operators. Also, if you think your opinion doesn’t matter to policymakers, you definitely want to attend this session. You will learn that you should engage and how to get your voice heard. Don't miss it!

Panel of Gas Buyer's share perspectives on purchasing expectations, solution alternatives, as well as outlooks on market conditions and policy implications.

1) Do you see current commodity pricing continuing at current levels? Are you employing hedging strategies to lock in current prices?
2) Are current higher gas price levels impacting electric generation power burn in your areas (i.e., coal switching)
3) Are you concerned with storage inventory levels currently being lower than this time last year?
4) Did the President’s Day Weekend weather events result in any changes to your company’s gas purchasing strategy or risk management process?
5) Does global demand for natural gas and increased LNG exports from the United States affect your supply strategy?
6) With many oil and gas producers struggling in the current environment, have you made changes to your gas supplier line up?
7) What expectations does your company have for suppliers (producers/marketers) to develop new product offerings incorporating a lower carbon footprint (e.g., carbon offsets, carbon capture, RNG, etc.) Are the renewable percentage targets being imposed by various lawmakers practically achievable? What will the price impact be on ratepayers?
8) Considering renewables and ESG policies, how are these affecting your purchasing strategies?
9) Have your company’s greenhouse gas emission goals affected your natural gas purchasing strategy?
10) Does your company plan to make purchases of renewable natural gas? If so, is there a specific strategy regarding management of the price premium?
11) Does your company plan to make purchases of low methane emission intensity geologic production? If so, what is your strategy regarding certification?
12) Has increasing difficulty in completing pipeline expansion projects affected your strategy around supply sourcing?
13) Are you concerned with the legislative push in some states for 100% renewable energy in the near future?
14) Do you anticipate local lawmakers adopting bans on new natural gas connections? If so, how will your company respond?
15) Does the heavy concentration of large industrial demand along the Gulf Coast (e.g. Petrochem, etc.) affect your gas buying strategy?

Natural gas consumption growth in the industrial sector has outpaced all other domestic end-use sectors since 2016, as U.S. industry took advantage of a low-cost input to add capacity and increase its ability to consume natural gas. While prices are currently above any level sustained for more than a week since the start of 2016, natural gas remains competitive against other energy inputs, and for U.S. manufacturers of globally-traded products, natural gas remains competitive against input costs for their international peers. As a result, EIA expects growth in industrial-sector natural gas demand to continue through the end of 2023 - the end of the Short Term Energy Outlook’s forecast period.