Monday, March 3

2:00 pm - 2:40 pm
Conference Opening and Keynote Address
Welcome
  • Scott Key (Welcome Remarks), President and CEO, IHS
Keynote Address: US Energy Policy Crossroads
  • Lisa Murkowski, US Senator, State of Alaska, Ranking Member, Senate Energy Committee
  • Scott Key (Chair), President and CEO, IHS
2:40 pm - 3:30 pm
IHS Global Watch
Forward looking insights on the changing landscape for economics and geopolitics   This session sets the scene for CERAWeek by laying out the key forces reshaping the global system.
Economic and Geopolitical Outlook
  • Nariman Behravesh, Chief Economist, IHS
  • Richard Haass, President, Council on Foreign Relations
  • Zbyszko Tabernacki (Chair), VP, Economics & Country Risk, IHS
3:30 pm - 3:50 pm
Break
3:50 pm - 6:00 pm
IHS Energy Watch
What will be the surprises in 2014  — and Beyond? 
Markets in Transition: the IHS Global Energy Outlook
  • Oil Market Outlook: Downward Pressures? – Jim Burkhard
  • The Changing Map of Global Gas  — Shankari Srinivasan
  • Coal’s Future: New Realities – James Stevenson
  • Oil and Gas Supply: The Pace of Growth–  Bob MacKnight
  • Refining/Downstream: Accelerating Demand and Margins — Meeyoung Toh
  • North American and Global Power: Emerging Risks – Jon-Lin Wang

 

 

  • Jim Burkhard, VP, Head of Global Oil Market Research and Energy Scenarios, IHS
  • Bob MacKnight, Director, IHS
  • Shankari Srinivasan, VP & Head of Research and Consulting, Power, Gas, Coal, Renewables – EMEA/APAC, IHS
  • James Stevenson, Director, North American Coal, IHS
  • Meeyoung Toh, Senior Director, Downstream, IHS
  • Jone-Lin Wang, VP and Head of Research and Consulting, Power, Gas, Coal, Renewables – Americas, IHS
  • Atul Arya (Chair), Senior VP, Energy Insight, IHS
Shifting Tides: Energy and Geopolitics
  • Middle East – Raad Alkadiri
  • Africa – Stanislas Drochon
  • Russia and Caspian – Matthew Sagers
  • China — Xizhou Zhou, Director
  • Raad Alkadiri, Managing Director, Energy Insight, IHS
  • Stanislas Drochon, Senior Manager, East Africa Oil and Gas, IHS
  • Matthew Sagers, Senior Director, Russia & Caspian Energy, IHS
  • Xizhou Zhou, Director, China Energy, IHS
  • Atul Arya (Chair), Senior VP, Energy Insight, IHS
6:00 pm - 7:15 pm
CERAWeek Welcome Reception
7:15 pm - 9:00 pm
Opening Dinner and Keynote Address
CERAWeek opening banquet is set up as informal expert discussion tables, enabling participants to meet IHS experts and fellow conference delegates with common interests. Seating is open.  Each table is hosted by an IHS expert on the topic designated by the tent card.  The table layout is at the entrance to the ballroom.
Keynote Address: Mexico’s Energy Future
  • Emilio Lozoya, Chief Executive Officer, Pemex
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman

Tuesday, March 4

7:30 am - 8:45 am
Strategic Dialogues
Breakfast Served
Oil Expert Discussion Tables

Informal round table discussions, each featuring an IHS expert and topic.  Seating is open.

 

  • Oil and Gas Market Impact on the Petrochemical Industry — Philippe Michelon and Mark Eramo
  • NGLs — Walter Hart
  • Refining Industry Strategies and Trends — Damian Kennaby
  • WTI-Brent Spread — Aaron Brady
  • OPEC — Bhushan Bahree
  • Oil Demand Trends — Alfred Luaces
  • Global Supply Trends — Paul Tossetti
  • Global Oil Market — Jeff Meyer
  • Refining Capacity Trends — Mark Chevalier
  • Downstream Company Strategy Trends — Meeyoung Toh
  • North American Crude Supply and Price Trends — Juan Osuna
  • U.S. Crude Oil Exports — Jamie Webster

 

  • Bhushan Bahree, Senior Director, Global Oil, IHS
  • Aaron Brady, Senior Director, Global Oil Markets, IHS
  • Mark Chevalier, Senior Principle Analyst, IHS
  • Mark Eramo, Vice President, Chemical Market Insights, IHS
  • Walter Hart, Senior Director, Natural Gas Liquids Research, IHS
  • Damian Kennaby, Director, Oil Markets Research, IHS
  • Alfred Luaces, Senior Director, Oil Markets, IHS
  • Jeff Meyer, Associate Director, IHS
  • Philippe Michelon, Managing Director, IHS
  • Juan Osuna, Senior Director, North American Oil, IHS
  • Meeyoung Toh, Senior Director, Downstream, IHS
  • Paul Tossetti, Director, Research, IHS
  • Jamie Webster, Senior Director, Global Oil Markets, IHS
  • Bill Sanderson (Chair), VP, Downstream Research, IHS
Energy Innovation Pioneers

Now in its 9th year, the CERAWeek Innovation Pioneers features dynamic early stage companies with innovative and distinctive new technologies across the energy spectrum.  IHS annually selects and invites the most promising companies to share their technology and plans at CERAWeek.  Each pioneer provides a snapshot of the company and technology, followed by informal discussion.  This breakfast offers a relaxed opportunity to meet and interact with these leading entrepreneurs, each assigned to a designated table.

Seating is open.

  • Vimal Kapur (Welcome Remarks), Vice President and General Manager, Honeywell Process Solutions
  • Rajat Barua, President & CEO, Senscient
  • Bill Chmela, President, Americas, Sekal
  • Mahmoud Farhadiroushan, CEO, Silixa
  • Anouar Jamoussi, President & CEO, itRobotics
  • Glenn Nedwin, CEO, Taxon Biosciences
  • Rod Nelson, President & Managing Director, Liquid Robotics
  • Kristian Bodek (Chair), Director, North American Power, IHS
Changing Fortunes: Impact of Unconventional Oil and Gas Production on the North American Petrochemical Industry

The stunning revival of US oil production, along with the gas “shale gale,” has reversed expectations about the competitiveness of the North American petrochemical industry. What role have energy supply trends played in the changing fortunes of the North American petrochemical industry? Will these trends endure? Will more opportunities emerge? What are the risks? This session explores a dynamic market environment—and how it could evolve.

  • John Connally (Welcome Remarks), Partner, Vinson & Elkins LLP
  • Blake Eskew, VP, Downstream Consulting, IHS
  • Mark Lashier, Executive Vice President for Olefins/ Polyolefins, Chevron-Phillips Chemical Company
  • Wayne Smith, Member of the Board of Executive Directors, BASF SE
  • Dave Witte, Senior Vice President, IHS
  • Dewey Johnson (Chair), VP, Petrochemicals & Feedstock, IHS
The Future of Canadian Crude and LNG – A Dialogue with Minister Joe Oliver

Canada is poised to dramatically increase its exports of both oil and natural gas in the coming decade. Over 16 BCF in LNG exports are planned, meanwhile crude oil output is set to increase by 2 mbd. Critical to growing crude oil and LNG exports will be market expansion. In response to the need for new outlets, western Canadian crude oil pipelines are under development in three directions – East, West and South. On the LNG front, over 15 projects have been proposed on Canada’s west coast. However, the ultimate timing of new energy infrastructure projects is uncertain.  Prominent issues include the regulatory process and timing, local and aboriginal concerns, along with green house gas emissions and climate change. From the perspective of the Canadian Government, how is the industry and regulation evolving to meet the market access challenge?

  • Joe Oliver, Minister, Natural Resources Canada
  • Jackie Forrest (Chair), Senior Director, North America Oil, IHS
Latin America Upstream Poised for Change?

Energy import bills are beginning to mount across Latin America as economies continue to grow on average above 3 % per year whilst production declines at more than 10 %. This is decreasing government spending for socioeconomic programs and adding to tension amongst the growing populations. Potential exists to alleviate some of this energy deficit but some changes are needed. Recent activity suggests that the message is being heard.  Mexico has embarked on a plan to open up upstream for partnerships; Bolivia and Venezuela have re-emphasized investment and production growth of fold belt gas and heavy oil, respectively. Argentina is trying to close pending legal matters with Repsol and has increased product prices and courted investors. Brazil has restarted its bid rounds after a 4 year hiatus.

Still there are some hurdles which range from regulatory changes to technology to investment before realizing the potential.

  •       What will be the timing of these changes and what further steps are needed to accelerate investment?
  •       Where are the opportunities for partnership and will the models change?
  •       What are the risks and opportunities for international companies?  Is there a role for independents?
  • Roger (Rocky) Becker (Welcome Remarks), Vice President Americas, ExxonMobil Exploration Company
  • Ricardo Bedregal, Director, Latin America Research, IHS
  • Steven Crowell, CEO & President, Pluspetrol
  • Gustavo Hernández García, Acting Director E&P, Pemex
  • Carlos Lau, Chairman, Americas Petrogas Inc
  • Bob Fryklund (Chair), Chief Upstream Strategist, IHS
Prospects for Tight Oil in Russia

Tight oil development has transformed the oil scene in North America—and is having a global impact. Russia has significant tight oil potential from a geological perspective. What is the current status of tight oil development in Russia?  How large is the potential—and how much will be realized?

  • Patrick Schorn (Welcome Remarks), President, Operations & Integration, Schlumberger
  • Sergey Vakulenko, Head of Strategy, Gazprom Neft
  • Philip Vorobyov, Commercial Executive, JKX Oil & Gas
  • John Webb, Director, Russian and Caspian Energy, IHS
  • Thane Gustafson (Chair), Senior Director, Russian & Caspian Energy, IHS
Future of Upstream Cost: Strategies Operators Can Adopt to Mitigate Risk

Upstream construction costs have risen over 130% since 2000, while unconventional costs in the US have risen over 48% during the past 3 years. While relatively stable over the past 12 months, construction costs are expected to increases considerably in the coming years. What strategies can operators adopt to mitigate this risk while continuing to meet production targets? What will be the new threshold prices for oil and gas developments? Are trends the same globally or are there major regional differences?

  • Lars Christian Bacher (Welcome Remarks), EVP Development & Production, International, Statoil
  • Ayman Asfari, Group Chief Executive Officer, Petrofac
  • David Fischer, VP Global Supply Chain, Baker Hughes
  • Mark Hanafin, Managing Director, International Upstream, Centrica
  • Jakob Thomasen, President and CEO, Maersk Oil
  • Pritesh Patel (Chair), Director Research, IHS
Setting the Pace: What’s Ahead for Asian Demand and Supply

Asia is the largest oil market in the world—and very dynamic.  Where are Asian demand trends headed—will growth remain strong? How much of the demand growth will the Asian upstream industry be able to satisfy? 

  • Tim Cutt (Welcome Remarks), President, Petroleum and Potash, BHP Billiton
  • Sudhir Mathur, Chief Financial Officer, Cairn India Ltd.
  • Shan Weiguo, Expert Advisor & Head of Petroleum Markets, CNPC Economic and Technology Research Institute
  • Ravi Narayanaswamy (Chair), VP, Downstream Energy R&A, IHS
Journeys in Operational Excellence: The Leadership Challenge

Leadership is the most important ingredient in building a culture of discipline and operational excellence.  This Strategic Dialogue features leaders from companies that have made significant progress in instilling a systemic operational excellence mindset and culture.  Each leader will provide an overview of the company’s operational excellence journey and the lessons learned and the followed by informal discussion.  What are the common lessons and best practices in leading a company on a pathway towards world-class operational excellence?

  • Shawn Doherty (Welcome Remarks), Global Commercial Director, ERM
  • Colin Foley, Vice President - Environment Health and Safety, Suncor
  • Wesley Lohec, Vice President, Health, Environment and Safety, Chevron Corporation
  • Jaime Martin, Director of Corporate Safety & Environment, REPSOL
  • Scott Lockhart (Chair), Senior Vice President, OE & RM, IHS
9:00 am - 9:35 am
Keynote Address
  • John Watson, Chairman & CEO, Chevron Corporation
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
9:35 am - 10:05 am
Keynote Address
  • Andrew Mackenzie, Chief Executive Officer, BHP Billiton
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
10:00 am - 5:00 pm
Innovation Pioneer Showcase
Current and past pioneers will present their company, technology, and recent milestones during a series of back-to-back 30 minute presentations held concurrently with the main conference agenda. Details
10:00 am
Taxon Biosciences - Glenn Nedwin, CEO
10:30 am
Senscient - Rajat Barua, President & CEO
11:00 am
Glori Energy - Stuart Page, President & CEO
11:30 am
itRobotics - Anouar Jamoussi, President & CEO
12:00 pm
Sekal - Bill Chmela, President, Americas
2:30 pm
GlassPoint - John O’Donnell, VP
3:00 pm
Microseismic - Peter Duncan, President & CEO
3:30 pm
Liquid Robotics Oil & Gas - Rod Nelson, President & Managing Director
4:00 pm
Silixa - Mahmoud Farhadiroushan, CEO
4:30 pm
Modumetal - Christina Lomasney, CEO
10:05 am - 10:35 am
  • Diezani Alison-Madueke, Minister of Petroleum Resources, Nigeria, Alternate President, OPEC
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
10:35 am - 11:05 am
Crisis in Ukraine: New Reality for Geopolitics and Energy?
  • Thane Gustafson, Senior Director, Russian & Caspian Energy, IHS
  • Matthew Sagers, Senior Director, Russia & Caspian Energy, IHS
  • Angela Stent, Professor, Georgetown University, author, The Limits of Partnership: U.S.-Russian Relations in the Twenty-First Century
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
11:05 am - 11:20 am
Break
11:20 am - 12:35 pm
Strategic Dialogues
Strategic Dialogues provide insights and presentations on key strategic topics; followed by interactive discussion among the presenters and between session participants and panelists.
Finance in the Upstream Industry

The US shale revolution, the discovery of new frontier basins, and the emergence of a new set of competitors are redrawing the strategic framework of the global oil and gas industry.  M&A activities are an accelerator of this global transformation, and help reveal portfolio re-alignment and shifts occurring among the different sets of industry players.  This session will address the following:

  • Will the next phase of the US shale revolution be one of consolidation?
  • Private equity played a key role in providing risk capital for the shale revolution.  Will that role expand or shrink in the next phase?
  • The million barrel club Independents: is this a strategic positioning sustainable when growth slows in North America?
  • What are shareholders looking for, and can M&A help?
  • What role will M&A play in growth plans of major oil companies—both IOCs and NOCs?
  • Poppy Allonby, Managing Director, BlackRock Investment Management (UK) Ltd
  • Jonathan Cox, Managing Director, Natural Resources M&A, Morgan Stanley
  • Peter Gaw, Managing Director, Global Head Oil, Gas & Chemicals, Standard Chartered Bank
  • Maynard Holt, Co-President, Head of E&P Investment Banking, Tudor, Pickering, Holt & Co., LLC
  • Roger Diwan (Chair), Vice President, Financial Services, IHS
Gas and Oil: Competing for Transport Demand

Will oil lose its monopoly in transport? Price and environmental factors could lead to a significant push for gas to enter transport, particularly heavy trucking. This could play out differently around the world, with some regions moving toward gas, while others stick with oil. This session will explore the following issues:

  • What factors are enabling natural gas to increasingly compete with diesel and gasoline fuel?
  • Will LNG and CNG become competitive alternatives to on-road diesel fuel especially in the US and in China?
  • What are the key factors effecting the growth of CNG verses LNG?
  • Daniel Cohn, Division Head and Senior Research Scientist, Plasma Science and Fusion Center, MIT Energy Initiative
  • Heather Hausladen, Senior Research Analyst, IHS
  • John Wall, Vice President and Chief Technical Officer, Cummins, Inc.
  • Eric Woods, Vice President, Supply Chain - Fleet, Waste Management
  • Tiffany Groode (Chair), Director, Automotive Scenarios, IHS
  • Alfred Luaces (Chair), Senior Director, Oil Markets, IHS
Pipes, Trains and Barges: The Transformation of North American Oil Logistics

Continued growth in tight oil output along with growing supplies from the Canadian Oil Sands has upended the balance of oil supply and demand in North America and resulted in significant crude oil price dislocations. Traditional oil flows have been transformed by new pipelines and a build-out of rail and barge shipments. US crude oil imports are on the decline and, in some views, US crude exports may be needed to balance the market.

Key questions that will be addressed in this session include:

  • Will all modes of oil transportation be needed long-term and what will be the relative balance?
  • As these new systems become established do they have the potential to permanently alter how oil is traded and/or priced in the market?
  • What risks are there to these transportation systems?
  • What will be the politics of US crude oil exports in 2014?
  • Jason Bordoff, Director, Center on Global Energy Policy, Columbia University
  • Rick Bott, President/COO, Continental Resources
  • Steve Wuori, Strategic Advisor, Office of the President/CEO, Enbridge Inc.
  • Aaron Brady (Chair), Senior Director, Global Oil Markets, IHS
Tight Oil New Frontiers: North America and Beyond

The North American tight oil revolution is reshaping the global industry–with a profound impact on global crude flows, the refining industry and crude price differentials. Will the strong growth in tight oil production continue and will it spread outside of North America?

  • Are there new tight oil plays that could emerge as large new contributors to production in North America?
  • Tight oil potential is not unique to North America. What are the prospects elsewhere in the world?
  • What are the challenges that must be overcome for the tight oil phenomenon be replicated?
  • Gaurdie Banister, President & CEO, Aera Energy LLC
  • Tim Probert, Strategic Advisor to the CEO, Halliburton
  • Robert Ryan, Jr., Vice President, Global Exploration, Chevron Upstream
  • Pete Stark, Senior Research Director & Advisor, IHS
  • Stephen Trammel (Chair), Director, Energy Technical Unconventionals, IHS
Geography and Refining: How Location Shapes Competitive Position

The refining industry has a long history of periods of low returns punctuated by brief periods of strong profitability. However, some regions have had more sustained profitability as a result of advantageous feedstock access, protected product markets, or regulatory or other barriers. This session will take a longer-term view of the geographic factors that affect refiners’ competitive positions and profitability, and the ways that those factors are evolving in today’s energy market. Key questions to be addressed include:

  • How are the unconventional oil and gas sources changing refiners’ cost positions?
  • Does access to growing Asian markets still provide a competitive advantage?
  • Is the value of petrochemical integration changing in regions with access to unconventional gas supply?
  • What is the outlook for refining survival in Europe and other regions without access to unconventional supplies?
  • Bruce Fleming, VP Mergers and Acquisitions, Tesoro Corporation
  • J. Douglas Sparkman, President, East of the Rockies Fuels Value Chain, BP America
  • Blake Eskew (Chair), VP, Downstream Consulting, IHS
E&P Strategies: New Challenges, New Business Models

E&P returns have been squeezed by escalating costs, low North American natural gas prices and increased regulatory requirements. The potential for flat or weakening oil prices is raising pressure on service sector companies to apply new technologies and create efficiencies to lower cost. How is the competitive landscape and business models changing in response, and will be the focus for E&P strategies over the next five to ten years?

  • Lars Christian Bacher, EVP Development & Production, International, Statoil
  • Bruno Chabas, Chief Executive Officer, SBM Offshore N.V.
  • Yves-Louis Darricarrère, President, Upstream, TOTAL S.A.
  • Patrick Schorn, President, Operations & Integration, Schlumberger
  • Susan Farrell (Chair), Vice President, Upstream, IHS
Oil Market Outlook in a Competitive World

World oil demand continues to grow. The “Great Revival” of US oil production – along with contributions from other non-OPEC suppliers – suggests demand can be balanced.  But supply anxiety remains, especially given the ongoing political turmoil in the Middle East and North Africa and various supply disruptions. How will oil supply, demand and price evolve in this ever-changing market?

  • Marianne Kah, Chief Economist, ConocoPhillips
  • Christof Ruehl, Group Chief Economist & VP, BP Plc
  • Adam Sieminski, Administrator, U.S. Energy Information Administration
  • K.F. Yan, Senior Director, Global Oil, IHS
  • Jamie Webster (Chair), Senior Director, Global Oil Markets, IHS
The Middle East at a Crossroads: Oil Geopolitics and the New Realities

Geopolitics in the Middle East are in a state of flux. A number of countries face generational change. Iraq struggles to establish stability and a framework for oil deals with the Kurds in the north. The Iranian nuclear issue remains a pivotal issue for all key players in the region.  This session will address the uncertainties and prospects for this key region:

  • Iran Sanctions: What are the political, economic and investment consequences of lifting sanctions—and the impact on Iran’s nuclear program?
  • Iraq: How are security and infrastructure problems impacting Iraq’s ambitious plans to expand oil production capacity?  And what impact might national elections at the end of April 2014 have on the economic and political future of the country?
  • How will growing oil output from Iraq and the potential lifting of oil sanctions on Iran affect economic and political dynamics in the region, with particular reference to the Gulf’s monarchies?
  • What does the great revival in North American oil production – and the potential global prospects for tight oil – mean for the economic position and security alliances of traditional oil exporters in the Middle East?
  • Raad Alkadiri, Managing Director, Energy Insight, IHS
  • Bijan Khajepour, Managing Partner, Atieh International GmbH
  • Vera de Ladoucette, Senior Associate, Middle East & Africa, IHS
  • Carlos Pascual, Special Envoy, International Energy Affairs, US Dept. of State
  • Bhushan Bahree (Chair), Senior Director, Global Oil, IHS
Operating in a World of Change: Mitigating Risk and Maximizing Performance

Operational risks are growing as the energy industry continues to expand into increasing challenging environments – from ever deeper offshore waters to drilling in heavily populated areas.  At the same time the industry faces rapid changes in workforce, operating environments, and global markets.   And companies are under ever greater scrutiny from regulators, shareholders, NGOs and society.  All of this creates considerable risk and uncertainty for energy company operations.

  • What new approaches are emerging to mitigate operational risks?
  • Can operational excellence principles, systems and tools deliver on the promise of sustainable improvement in business performance?
  • What are the challenges of establishing the culture of continuous improvement within an energy organization, and how can such a disciplined approach improve speed and agility – and achieve breakthrough performance outcomes?
  • Mike Henderek, Board Member, National Safety Council, Co-founder, Campbell Institute
  • Vimal Kapur, Vice President and General Manager, Honeywell Process Solutions
  • Antoine Rostand, Global Managing Director, Schlumberger Business Consulting
  • Sam Smolik, VP, Health, Safety, Environment and Operational Excellence, LyondellBasell
  • Joseph Stough (Chair), Vice President, Innovation Technologies, IHS
12:35 pm - 1:45 pm
Luncheon and Keynote Address
  • Christophe de Margerie, Chairman & CEO, TOTAL S. A.
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
2:00 pm - 2:25 pm
Keynote Address
  • Nizar Al-Adsani, Chairman & Managing Director, Kuwait Petroleum Corporation
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
2:25 pm - 3:35 pm
Plenary
Policy Dialogue: The Future of Global Oil
  • Orlando Cabrales, Vice Minister of Energy, Ministry of Mines and Energy of Colombia
  • Jin-Yong Cai, Executive Vice President & CEO, International Finance Corporation
  • Irene Muloni, Minister of Energy & Minerals Development, Uganda
  • Carlos Pascual, Special Envoy, International Energy Affairs, US Dept. of State
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
3:45 pm - 5:00 pm
Concurrent Oil Plenaries
Upstream Plenary: Opportunity Rich or Poor? State of the Global Upstream
  • Russ Girling, President & CEO, TransCanada Corporation
  • Javier Gutiérrez, President, Ecopetrol
  • Doug Lawler, President & CEO, Chesapeake Energy
  • Peter Jackson (Chair), VP Upstream Research, IHS
Downstream Plenary: Is a Peak in Oil Demand on the Horizon?
  • Bill Klesse, Chairman of the Board and Chief Executive Officer, Valero Energy Corporation
  • Philip Rinaldi, Chief Executive Officer, Philadelphia Energy Solutions
  • Abdallah Al-Saadan, Senior Vice President, Finance, Strategy & Development, Saudi Aramco
  • Jim Burkhard (Chair), VP, Head of Global Oil Market Research and Energy Scenarios, IHS
5:00 pm - 5:15 pm
Break
5:15 pm - 6:15 pm
IHS Energy Expert Briefings
IHS Expert Briefings provide presentations and outlooks by IHS analysts,  followed by interactive discussion in an informal setting.   Each session provides insight on strategies, risk, and opportunities in a key energy area. Sessions follow Chatham House rules. 
Facts and Perceptions: Public Attitudes Towards Unconventional Oil and Gas Activity

Public perception is an important variable that shapes relations between the oil and gas industry, the general public, government and other organizations. Perception of oil and gas activities affects operations today as well future investment possibilities. This is especially apparent in unconventional oil and gas activities and Canadian oil sands. This session will explore  facts, opinions and myths related to the Canadian oil sands and US tight oil and shale gas plays.  Where do they come from, what are the facts, and what can be done to address these perceptions?

 

 

  • Kevin Birn, Associate Director, Global Oil, IHS
  • Francis O’Sullivan, Director of Research and Analysis, MIT Energy Initiative
  • Samantha Gross (Chair), Director, Integrated Research, IHS
US Crude Oil Exports

The export of US crude oil has been essentially banned since the supply crisis of the 1970s. For most of the time since, it has been a moot issue as domestic production fell and imports rose. But the stunning American revival of crude oil production is could lead to a reconsideration of this policy. This Expert Briefing will discuss the impact of both liberalizing exports and keeping the ban in place.

 

  • Kurt Barrow, Senior Director, Downstream Consulting, IHS
  • Blake Eskew, VP, Downstream Consulting, IHS
  • Jamie Webster (Chair), Senior Director, Global Oil Markets, IHS
North American LNG Exports and the Global LNG Market

Exports of LNG from North America will commence in coming years. How much will be exported—and what will be the impact on the North American gas market and the global LNG market?

 

  • Ed Kelly, Vice President, Natural Gas Consulting, IHS
  • Wolfgang Moehler (Chair), Director, Global Gas, IHS
“Tangram”: Chinese Gas Demand and Global Markets

China can no longer be viewed as a single energy market; its gas and power markets are increasingly regionalized, very much like the ancient Tangram puzzle where each piece has its own characteristics.  How will the burgeoning gas sector evolve around coal’s dominance in China’s many provinces—and can the country afford rising volumes of imported LNG and pipeline gas?

  • Julien Bedin, Associate, China Gas & Power, IHS
  • Jenny Yang, Associate Director, China Gas & Power, IHS
  • Xizhou Zhou (Chair), Director, China Energy, IHS
Iraq Oil Production: Potential V. Reality

Iraq has enormous potential to increase oil production. But security and other challenges must be overcome to realize the growth potential.  Will Iraq fall short of aspirations—or will it meet or exceed them?

 

  • Raad Alkadiri (Chair), Managing Director, Energy Insight, IHS
Eurasian Oil: New Horizons, New Directions

Eurasian oil development is extending into new geographies and plays. The Arctic and East Siberia are areas of interest—along with rethinking strategy toward mature assets. How will these new ventures—or rethinking old ones—play out and shape the Russian oil industry?

  • John Webb, Director, Russian and Caspian Energy, IHS
  • Matthew Sagers (Chair), Senior Director, Russia & Caspian Energy, IHS
The Next Generation of IHS Scenarios: Exploring Uncertainty, Risk and Opportunity in Global Energy Markets

The IHS scenarios team is developing a new generation of long-term energy scenarios for release in 2014. In this interactive session we will describe our scenario-building process and discuss our initial narratives and building blocks for the three new scenarios. Feedback and input from session participants will support or challenge the direction of our research; and will help shape the next generation of IHS scenarios.

 

  • Mark Griffith, Senior Director, IHS
  • Rick Vidal (Chair), Director, Global Energy Scenarios Service, IHS
Future Trends in the Dynamic Markets for Natural Gas Liquids

 

 

  • Walter Hart (Chair), Senior Director, Natural Gas Liquids Research, IHS
E&P Hotspots

What are today’s E&P frontiers?  Where will the next ones be? What criteria determine the next E&P hotspot?

  • Graham Bliss (Chair), Senior Director - Upstream Opportunities, IHS
The Anatomy of the Major Shale Plays: The Bakken

While shale oil and gas plays are proliferating, the unconventional revolution is generating as many losers as winners.  The future is undoubtedly bright, but pitfalls abound.   This session will shed light on how critical trends evolve over time by dissecting the Bakken unconventional oil play — where the sweet spots lie, and how company portfolios stack up.  Using datasets and tools specifically designed to evaluate unconventional resources, this discussion will be dynamic and interactive, allowing the group to take the investigation in new directions.

  • Raoul LeBlanc (Chair), Managing Director, IHS
Drivers and Strategy of Oilfield Wastewater Reuse

This expert briefing will feature an operator case study in water risks to upstream development, along with discussions around drivers of and strategies for oilfield waste water reuse. Key drivers that will be discussed include water management costs and regulatory change. Discussions will also focus on waste water strategies including, logistical optimization, treatment technologies and frac fluid chemistries.

  • Sarah Fletcher, Senior Researcher, Water Information & Insight, IHS
  • Marcus Gay (Chair), Director, Water Information & Insight, IHS
Oil and Gas and the Future of the Arctic

This expert briefing examines how the melting of the polar ice cap will transform global oil and natural gas production and transportation flows.  It also will assess the challenges posed to the Arctic littoral states by new states interested in the commercial and strategic potential of the region and the challenges posed to global oil and gas governance.   The current institutional  structure of the USG is inadequate in dealing with the rapidly unfolding changes in the region. What are the opportunities for the US if it accedes to the Law of the Sea Convention?   Key Questions include:

  • What are the USG’s strategic and commercial interests in the Arctic?
  • What is our current  institutional capacity to effect them?
  • What are the financial challenges posed to the US to meet  the growing array of issues that are unfolding in the region?
  • What are the interests of other key countries?  Russia, China, Canada, Norway and Denmark
  • Is the current institutional and legal framework (s) for offshore oil and gas development  adequate to the  meet the challenge of rapidly unfolding events?
  • Charles Ebinger, Senior Fellow and Director Energy Security Initiative, The Brookings Institution
  • Jerry Kepes (Chair), Managing Director, IHS
6:30 pm - 7:30 pm
Conference wide reception
7:30 pm - 9:00 pm
Dinner and Keynote Address
  • Paolo Scaroni, Chief Executive Officer, Eni
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman

Wednesday, March 5

7:30 am - 8:45 am
Strategic Dialogues
Breakfast Served
Gas Expert Discussion Tables

Informal round table discussions, each featuring an IHS expert and topic.  Seating is open.

  • LNG-Fueled Trucks in Transport in China — K.F. Yan and Heather Hausladen
  • Russia: The Battle for the Domestic Market — Vitaly Yermakov and Anna Galtsova
  • Gas and Power Coordination in North America — Ken Yeasting and Patricia DiOrio
  • The Future of Price Subsidies in Latin America  — Lisa Pearl and Roberto Cunha
  • North American LNG Exports — Rafael McDonald and Terrell Benke
  • Global Price Differentials: How Wide for How Long? — Catherine Robinson and Alun Davies
  • Will LNG Prices in Asia Continue to be Oil-Linked? — Wolfgang Moehler
  • Tight Oil and Associated Gas — Paul Markwell
  • Building Out the Gas Value Chain in North America —  Ed Kelly
  • Advances in Unconventional Gas Drilling and Production Technologies — Judson Jacobs
  • Winning Strategies for Gas Focused E&P Companies — Dan Pratt

     

  • Terrell Benke, Senior Director, Global Gas and LNG, IHS
  • Roberto Cunha, Associate, Latin America, IHS
  • Alun Davies, Senior Principal Researcher, IHS
  • Patricia DiOrio, Research Director - Americas Gas, Power & Renewables, IHS
  • Anna Galtsova, Senior Research Analyst, Russian and Caspian Energy, IHS
  • Heather Hausladen, Senior Research Analyst, IHS
  • Judson Jacobs, Senior Director, IHS
  • Ed Kelly, Vice President, Natural Gas Consulting, IHS
  • Paul Markwell, Senior Director, IHS
  • Rafael McDonald, Director, Global Gas, IHS
  • Wolfgang Moehler, Director, Global Gas, IHS
  • Lisa Pearl, Director, Latin America, IHS
  • Dan Pratt, Director, Energy Insight, IHS
  • Catherine Robinson, Senior Director, Gas, Power Renewables (Europe), IHS
  • K.F. Yan, Senior Director, Global Oil, IHS
  • Ken Yeasting, Senior Director North American Gas, IHS
  • Vitaly Yermakov, Senior Director, IHS
  • Shankari Srinivasan (Chair), VP & Head of Research and Consulting, Power, Gas, Coal, Renewables – EMEA/APAC, IHS
Energy Innovation Pioneers

Now in its 9th year, the CERAWeek Innovation Pioneers features dynamic early stage companies with innovative and distinctive new technologies across the energy spectrum.  IHS annually selects and invites the most promising companies to share their technology and plans at CERAWeek.  Each pioneer provides a snapshot of the company and technology, followed by informal discussion.  This breakfast offers a relaxed opportunity to meet and interact with these leading entrepreneurs, each assigned to a designated table. Seating is open.

  • Jay Pryor (Welcome Remarks), Vice President of Business Development, Chevron
  • Todd Asmuth, CEO, AquaMost
  • Anurag Bajpayee, CEO & Co-Founder, Gradiant Corporation
  • Bill Brown, CEO, NET Power LLC
  • Jennifer Holmgren, CEO, LanzaTech
  • Tod Hynes, President & Founder, XL Hybrids
  • Ann Marie Sastry, President & CEO, Sakti3
  • Kristian Bodek (Chair), Director, North American Power, IHS
Russian Gas: East or West?
  • Mark Gyetvay, Chief Financial Officer, Member of the Board, NOVATEK
  • Vadim Makhov, Chairman of the Board of Directors, OMZ (Uralmash - Izhora Group)
  • Mario Mehren, Member of the Board of Executive Directors, Wintershall Holding GmbH
  • Thane Gustafson (Chair), Senior Director, Russian & Caspian Energy, IHS
Opening Up the Southern Gas Corridor: From the Caspian to Europe

With final investment decision taken in December 2013 on Azerbaijan’s Shah Deniz Stage 2 megaproject, the long-discussed Southern Corridor linking the core European gas markets with new sources of gas is now set to become a reality. Now that Shah Deniz is on track to open the door, how much more gas will follow behind? What is the potential for additional supply from Azerbaijan or new supply from Central Asia, Iraq, and perhaps Iran? How great is the long-term appetite in Europe for Southern Corridor gas? How will Turkey’s role as both a market and transit state evolve?

  • Bijan Khajepour, Managing Partner, Atieh International GmbH
  • Vitaliy Baylarbayov, Deputy Vice President, SOCAR
  • Laurent Ruseckas, Senior Advisor, Eurasian Gas, IHS
  • Andy Barrett (Chair), Senior Advisor, Global Gas and Power, IHS
Southeast Asia Gas & Power

Southeast Asia (SEA) is home to one of the fastest growing regions in the world today. IHS projects SEA to grow at rates of above 5% per annum through to 2030.  In order to meet this growth, investments in the energy sector will become extremely important and with it, the need for fuels and technologies. SEA is also rapidly establishing itself as highly addressable and growing energy market for private sector and equity investments. However, some countries in SEA are expected to continue to benefit from rich endowment of natural resources, many, including gas rich nations such as Indonesia, Malaysia and Thailand, are faced with diminishing domestic gas resources and production. This depletion trend is creating an imminent and significant increase in the dependency on imported fuels (LNG & coal), forcing governments across SEA to re-evaluate their role as major global gas and coal producers.

In this session, we discuss how energy security, fuel mix and technology challenges are expected to evolve in SEA.

  • Rajiv Biswas, Chief Economist – Asia-Pacific, IHS
  • Loïc Douillet, Vice President Marketing, Alstom Power
  • James Ooi, Director, IHS Gas & Power, IHS
  • David Price, Senior Director of Global Steam Coal Advisory Service, IHS
  • Chris Holmes (Chair), Senior Director, Global Gas & LNG, IHS
Shale Gas & the Environment: Methane Emissions and Water

Methane emissions and water management and disposal are two of the most important environmental issues facing shale gas producers today.  This panel will discuss the state of science on these two important issues, the current regulatory landscape, and operational best practices.

  • John Deutch, Chairman, Secretary of Energy Advisory Board, Natural Gas Subcommittee, Institute Professor, MIT
  • Christopher Smith, Assistant Secretary of Energy for Oil and Gas, U.S. Department of Energy
  • Ken Weiss, Managing Partner, Global AQCC Practice, ERM
  • Samantha Gross (Chair), Director, Integrated Research, IHS
Residential and Commercial Natural Gas Consumption: Rethinking Regulation Post the “Shale Gale”

Residential and commercial natural gas consumption is the great exception. The US Shale Gale has fostered a manufacturing renaissance, a surge in gas-fired generating capacity, a move toward natural gas-fueled heavy-duty vehicles, and many proposals to export LNG. But residential/commercial natural gas consumption has been stagnant and has yet to show a vigorous response to the new accessibility of moderately priced natural gas.  Much prevailing natural gas regulation governing residential and commercial use was developed in a time of perceived scarcity and is being reconsidered in light of today’s natural gas realities.

  • What are obstacles to expanding retail markets for natural gas?
  • How are regulatory policies changing to enable expanded residential and commercial markets?
  • What are the implications for future natural gas demand, markets, and infrastructure investment?
  • Paula Gant, Deputy Assistant Secretary, Oil & Natural Gas, U.S. Department of Energy
  • Colette Honorable, President, NARUC, Chairman, Arkansas Public Service Commission
  • Dave McCurdy, President and CEO, American Gas Association
  • Andrew Sunderman, Chief Financial Officer, Direct Energy
  • Keith White, VP, Business Development & Energy Supply/Chief Strategic Officer, NW Natural
  • Mary Lashley Barcella (Chair), Director, North American Natural Gas, IHS
Africa Rising: Oil and Gas Trends

Africa’s oil and gas industry is growing—with potential to  supply a rising share of not just world energy demand, but also rising African demand. The opportunities are real—highlighted by well-established upstream activities and new discoveries—but so are the challenges. This session will bring together African leaders in the oil and gas industry to discuss the future course of upstream and downstream opportunities—and consider risks as well.

  • Abiye Membere (Welcome Remarks), Group Executive Director, Nigerian National Petroleum Corporation
  • Jeffrey Hartman, Vice President, Taleveras Group
  • Arsenio Mabote, Chairman, National Institute of Oil (INP), Mozambique
  • Tim O’Hanlon, Vice-President, African Business, Tullow Oil Plc
  • Timothy Okon, Group Coordinator, Corporate Planning & Strategy, Nigerian National Petroleum Corporation
  • Daniel Berkove (Chair), Senior Associate, Energy Insight, IHS
9:00 am - 9:35 am
Keynote Address
Opening Gas Address
  • Joe Kaeser, President & CEO, Siemens AG
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
9:35 am - 11:00 am
Global Gas Plenary
Global Gas Plenary
  • Chris Finlayson, Chief Executive Officer, BG Group
  • Rob Franklin, President, ExxonMobil Gas & Power Marketing Company
  • Sam Laidlaw, Chief Executive, Centrica PLC
  • Michael Stoppard (Chair), Chief Strategist, Global Gas, IHS
10:00 am - 5:00 pm
Innovation Pioneer Showcase
Current and past pioneers will present their company, technology, and recent milestones during a series of back-to-back 30 minute presentations held concurrently with the main conference agenda. Details
10:00 am
Sakti3 - Ann Marie Sastry, President & CEO
10:30 am
XL Hybrids - Tod Hynes, President & Founder
11:00 am
LanzaTech - Jennifer Holmgren, CEO
11:30 am
NET Power LLC - Bill Brown, CEO
3:00 pm
AquaMost - Todd Asmuth, CEO
3:30 pm
AlertEnterprise - Jasvir Gill, Founder & CEO
4:00 pm
Gradiant Corporation - Anurag Bajpayee, CEO & Co-Founder
4:30 pm
OsComp Systems - Pedro Santos, CEO
11:00 am - 11:20 am
Break
11:20 am - 12:45 pm
Strategic Dialogues
Strategic Dialogues provide insights and presentations on key strategic topics; followed by interactive discussion among the presenters and between session participants and panelists.
Managing Energy Price Reform in Emerging Markets: The End of Low Gas Prices?

Governments across developing and emerging economies are struggling to cope with legacy low regulated energy prices. Prices are discouraging upstream investment and failing to rein in surging demand.  This session will explore the issues from the perspective of different countries around the world:

  • What policy measures can be implemented to facilitate price reform, either to encourage supply or to drive more efficiency and moderate demand?
  • How sustainable are energy price subsidies and, if retained, what should be their focus?
  • What factors should be considered for setting gas wellhead and retail price levels?
  • Mohammed Al Mahrouqi, Chairman, Public Authority For Electricity and Water, Oman
  • Tim Hemsted, Director, Upstream Consulting, IHS
  • Timothy Okon, Group Coordinator, Corporate Planning & Strategy, Nigerian National Petroleum Corporation
  • Matthew Sagers, Senior Director, Russia & Caspian Energy, IHS
  • Andy Barrett (Chair), Senior Advisor, Global Gas and Power, IHS
LNG Trading: Will Regional and LNG Prices Converge?

The global LNG industry has been transformed in the last ten years and further transformation is inevitable over the next ten years.  However, while liquid traded gas hubs have developed in the Atlantic Basin these have yet to become firmly established in Asia – the engine of future global LNG demand growth.  Is it just a matter of time before a traded gas/LNG hub is established in Asia or are the barriers just too big to overcome?  This session will examine LNG trading in the global context with specific focus on the challenges faced by Asian LNG stakeholders and players:

  • What will be the impact of North American LNG exports on global LNG markets?
  • How much Henry Hub price exposure are Asian buyers willing to assume?
  • How can liquidity be increased in Asian LNG markets?
  • Will we see convergence of regional gas/LNG prices?
  • Stephane Caudron, Head of LNG, GUNVOR
  • Rajeev Mathur, Executive Director (Marketing), GAIL
  • Michael Smith, Chairman &CEO, Freeport LNG
  • Laurent Vivier, Vice President Strategy for Gas & Power, Total S.A.
  • Chris Holmes (Chair), Senior Director, Global Gas & LNG, IHS
Infrastructure Boom: Financing Pipes, LNG, and Processing

The North American natural gas shale gale is being accompanied by a major expansion of natural gas infrastructure – gathering, processing, pipelines, and LNG export facilities.  These will require significant new capital (both debt and equity); along with innovative financial strategies and instruments to allocate risk.  At the same time macro- economic factors are creating considerable uncertainty, and will impact the cost and availability of capital. How has the financing (both debt and equity) of natural gas infrastructure – gathering, processing, pipelines, and LNG export facilities – been impacted over the past few years by such events as:

  • The dislocation affects of rapid growth in natural gas production over the past decade-first the Rockies, then the Barnett/Woodford/Haynesville/Fayetteville, and now the Marcellus/Utica-have had on investment opportunities and the value of existing assets
  • Slow economic recovery from the Great Recession; Passing of the Euro zone crises; On-going investigations that are resulting in significant charges to bank capital and the easing of the QE III program.
  • How will new regulation such as the on-going implementation of the Dodd-Frank bill impact the cost of capital?
  • What new strategies and models are emerging to meet the financing requirements of North America’s great gas infrastructure boom?
  • Guy Buckley, Chief Development Officer, Spectra Energy
  • Ramey Layne, Partner, Vinson & Elkins
  • Roberto Simon, Managing Director, Societe Generale
  • Bobby Tudor, Chief Executive Officer, Tudor, Pickering, Holt & Co.
  • Tony Weber, Managing Partner & COO, Natural Gas Partners
  • Ken Yeasting (Chair), Senior Director North American Gas, IHS
License to Operate: The Growing Importance of Stakeholder Engagement

Onshore unconventional oil and gas development has brought increased focus on strategies to preserve and enhance operators’ social license to operate. As the unconventional revolution goes global, effective and proactive attention to stakeholder concerns will greatly influence the location, pace and scope of new development. In this session we bring together contributors with diverse perspectives on these issues and address the following questions:

  • What are best practices in stakeholder engagement and where can the E&P industry improve its existing practices?
  • What are current and emerging expectations from regulators, local communities and other stakeholders?
  • Are there lessons from other sectors which can be applied to the E&P industry?
  • Clay Bretches, VP, E&P Services & Minerals, Anadarko Petroleum Corporation
  • Keryn James, CEO, Asia Pacific, Environmental Resources Management (ERM)
  • Paul Jeakins, Commissioner & CEO, BC Oil and Gas Commission
  • Nate Teti, Head of Sustainability, Development and Production North America, Statoil
  • Andrew Slaughter (Chair), Vice President, Upstream Research, IHS
Energy Security: Redefining the Boundaries

Energy security is an evolving and dynamic global issue. For the United States, the revival of oil and gas production is leading many to rethink long-held assumptions. In contrast, the prospect of ever-rising oil imports is an important focus in China. In Europe—and elsewhere—the role of renewables in energy security is a key variable. Energy security has multiple dimensions. Some of the issues this session will address are:

  • How does growth in North American oil and gas production—and particularly in the US—change thinking about energy security?
  • How do perceptions of US as energy “independent” square with the reality of an interdependent global system?
  • Will climate change concern become intertwined with energy security?
  • Robbie Diamond, President and CEO, Securing America's Future Energy (SAFE)
  • Jack Gerard, President & CEO, American Petroleum Institute
  • David Goldwyn, President, Goldwyn Global Strategies, LLC
  • Frank Verrastro, Senior VP & James R. Schlesinger Chair for Energy & Geopolitics, Center for Strategic and International Studies
  • Jim Burkhard (Chair), VP, Head of Global Oil Market Research and Energy Scenarios, IHS
Keeping Pace: Can North American Gas Supply Meet the Coming Demand Surge?

North American natural gas demand is set to grow rapidly over the next decade, driven by power, LNG and pipeline exports, and the industrial renaissance.   Demand growth could average as much as 4 bcf/day per year over the next 10 years – a pace that exceeds supply growth during the initial stages of the “shale gale.”   The resource base is sufficient – but production is another matter.   Substantial investment is required in new wells, pipelines and drilling capability:

  • Will investment come on stream in time to meet the new demand requirements?
  • Or will the supply complex struggle to catch up — leading to era of higher and more volatile prices?
  • What are the strategic implications and risks for producers and consumers?
  • William Lawson, Vice President of Corporate Development, Project Execution, The Williams Companies, Inc.
  • Bob MacKnight, Director, IHS
  • William Maloney, Executive Vice President Development and Production North America, Statoil
  • Iain McIntosh, VP US Lands Ops, Baker Hughes
  • Bob Ineson (Chair), Managing Director, North American Natural Gas, IHS
Mega Projects: Mega Risks or Mega Opportunities?

Mega projects began with the giant onshore fields of  the Middle East and have moved around the globe as new sources of supply are discovered. Deepwater , oil sands and LNG have redefined what we mean by mega project. Ten years ago we defined a mega project as  $ 3- 5 billion dollar and perhaps even $ 10 billion, but today that number has escalated to over  $50 billion in many cases.  Mega projects come with a complex set of issues beyond just cost and timing as local content, manpower and  competition increasingly become a focus.

Still after decades of work on these projects we still struggle to pass on learnings to the next newest projects. As we embark on East Africa, Western Canada and the Arctic what lessons can we apply from Queensland, the oil sands, Qatar, and  Gulf of Mexico. Is a new business model between EPC, government and operators needed ?  Should we run projects in parallel or rather in a series ?  is there  a way to control the costs ?

  • Al Cook, VP, Shah Deniz Project Development, BP Plc
  • Jim Flood, Vice President, Arctic and Eastern Canada, ExxonMobil Development Company
  • Luc Messier, Senior Vice President, Project Development & Procurement, ConocoPhillips
  • Bob Fryklund (Chair), Chief Upstream Strategist, IHS
China’s New “Third Plenum” Reforms: What it Means for Chinese and Global Energy

The Third Plenum of the Chinese Communist Party’s (CCP) 18th Congress put economic reform on center stage. Based on the road map, economic reforms will accelerate, with a focus on setting boundaries for the state’s involvement in the market and allowing private enterprise a more prominent role.

The roadmap raises many critical issues for energy market reforms.

  • How will price reforms continue for key energy products including natural gas, electricity, and oil products and will they converge with global prices?
  • What will be the impact on natural monopoly segments such as national pipelines and transmission networks?
  • Will there be more opening in China’s upstream gas sector to non-NOCs as well as international companies?
  • What do these reforms mean for global markets?
  • Ping Lee, President and General Manager, BG Group - China
  • Sun Xiansheng, President, CNPC Economics & Technology Research Institute
  • Jing Ulrich, Managing Director & Vice Chairman of Asia Pacific, JP Morgan Chase & Co.
  • Xizhou Zhou (Chair), Director, China Energy, IHS
Mitigating Operational Risks: Strategies for Energy Supply Chain Resilience

The energy industry faces growing vulnerabilities as its supply chains become progressively more integrated and complex.  Supply chain disruptions can have strong adverse impacts on earnings, share price and public perception.  Supply chain resilience is increasingly moving from an operational to a strategic issue for energy companies.

  • What are the top risks to supply chain operations?  How can companies reduce vulnerability to those risks and fortify supply chains-now and in the future?
  • What are some lessons and emerging best practices for ensuring resilience, and minimizing operational vulnerability?
  • How do these practices differ across geographic regions and  industry sectors?
  • What roles will predictive technologies and advanced analytics play in building and operating resilient supply chains?
  • Munther Dahleh, Associate Department Head, Electrical Engineering & Computer Science, MIT Energy Initiative
  • Chris Holmes, Senior Vice President, 3M Global Supply Chain, 3M
  • Larry Irving, VP Oil & Gas Solutions, Emerson Process Management
  • Tammi Morytko, Vice President, Southern Geomarket, Baker Hughes
  • Gene Long (Chair), VP, Supply Chain Consulting, IHS
1:00 pm - 2:15 pm
Luncheon & Keynote Address
  • Ernest Moniz, United States Secretary of Energy
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
2:30 pm - 3:30 pm
Natural Gas Dialogue
The Future of the Shale Gas Revolution
  • John Hickenlooper, Governor, State of Colorado
  • Fred Krupp, President, Environmental Defense Fund
  • Marvin Odum, President, Shell Oil Company
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
3:45 pm - 5:00 pm
Concurrent Plenaries
Future of Global Gas: The New Map

Common assumptions about the future of natural gas have been upended over the last few years. Although gas reserves were considered plentiful, they were thought to be disproportionately located in a select group of key countries. New technologies have developed that are shifting the geography of resources. A new map of global gas is emerging.

  • Peter Coleman, CEO and Managing Director, Woodside Energy
  • Jean-Marie Dauger, Executive Vice President, GDF SUEZ
  • Salvador Namburete, Minister of Energy, Mozambique
  • Shankari Srinivasan (Chair), VP & Head of Research and Consulting, Power, Gas, Coal, Renewables – EMEA/APAC, IHS
Changing Landscape of North American Gas

This North American plenary addresses the critical questions shaping the future of Natural Gas in North America:

  •  Can the projected demand growth be served by the upstream sector?  Can the industry develop the necessary infrastructure, and do it on time?
  • Are the resource estimates real or overestimated? Or, as is typically the case, are the true numbers going to turn out to be much larger after technological progress and exploration have their way?
  • Is price volatility a thing of the past? Or is it part of the territory?
  • What and how will environmental policy affect the shale boom?  How can the industry address public concerns over fracking, chemicals used in fracking, produced fracking water, methane venting during completion, and so on.  Will the government kill the golden goose?
  • Will natural gas displace oil, especially in transportation , and to what extent might this impact global oil markets and geopolitics?
  • LNG exports: why are the US terminals winning the battle against the Canadian projects?
  • What are the strategic threats to gas and potential surprises (for instance continued rapid fall in the cost of solar)?
  • Gregory Ebel, President & CEO, Spectra Energy, President & CEO, Spectra Energy Partners
  • Lamar McKay, Chief Executive, Upstream, BP Plc
  • Colin Parfitt, President Supply and Trading, Chevron Corporation
  • Bob Ineson (Chair), Managing Director, North American Natural Gas, IHS
5:15 pm - 6:25 pm
Plenary
New Global Competitiveness
  • Andrew Liveris, President, Chairman and Chief Executive Officer, The Dow Chemical Company
  • Harald Schwager, Member of the Board of Executive Directors, BASF SE
  • Takayuki Sumita, Director-General for Oil, Gas and Mineral Resources, Ministry of Economy, Trade and Industry(METI), Japan
  • John Larson (Chair), Vice President, IHS
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
6:30 pm - 7:30 pm
Conference wide reception
7:30 pm - 9:00 pm
Insight Dinners -- Drivers of Change
CERAWeek Insight Dinners are designed to provide a chance to meet and interact in an informal and relaxed setting with remarkable experts and senior officials. Each dinner centers on a key theme and features thought provoking remarks by distinguished “firestarters,” followed by moderated discussion and Q&A with dinner participants. CERAWeek delegates are invited to choose from among six dinners. All dinners are held in at the Hilton Americas 4th floor; except “Energy’s Innovation Dilemma”, which is at the Grove Restaurant across the street from the Hilton. Seating is limited and on a first come first served basis. We request participants indicate in advance their preference, but advance sign up is NOT required.
Threats to Recovery: What’s Ahead for the Global Economy (Hosted by ConocoPhillips)

Participants will explore the prospects for the global economy and the implications for the energy industry:

  • What is the outlook for medium and long term economic growth?  How will the US and global economy respond as the Fed gradually winds down quantitative easing?
  • Emerging markets – will growth rates continue to decline or rebound?
  • What are the greatest risks and uncertainties facing the global economy?
  • What challenges do these risks pose to the energy industry?

 

  • Mike Gustafson (Welcome Remarks), VP, Business Development, ConocoPhillips
  • Nariman Behravesh (Chair), Chief Economist, IHS
  • Rajiv Biswas, Chief Economist – Asia-Pacific, IHS
  • Helen Currie, Senior Economist, ConocoPhillips
  • Michael Klein, M. Klein & Company
  • Christof Ruehl, Group Chief Economist & VP, BP Plc
  • Ralf Wiegert, Director, Economic Impact Analysis, IHS
New Dimensions of Risk: Cyber Security, Terrorism, and Social Turmoil

The energy industry faces a widening range of risks as it expands into more challenging and demanding geographies and as new movements and new technologies develop. These increasingly include social and political instability, direct threats to assets and personnel, disruption of critical operations and supply chains, cyber-attacks and natural disasters.  At the same time greater integration of assets and infrastructure exposes companies to potential “aggregate disruptions” in which a single event can bring down a large asset or system.

  • What are the greatest threats on the horizon for energy infrastructure?
  • Are systemic risks growing and why?
  • How can companies and governments better assess, identify and monitor threats – real and potential?
  • How will cyber risks develop – and how to mitigate them?
  • How can leaders better manage the rise of risks; guide their companies to become more resilient; and shift corporate culture accordingly?
  • What are the emerging technologies, strategies and best practices for crisis response and recovery planning?

 

  • Michael Chertoff, Cofounder and Chairman, Chertoff Group, former Secretary, US Department of Homeland Security
  • John Deutch, Chairman, Secretary of Energy Advisory Board, Natural Gas Subcommittee, Institute Professor, MIT
  • Nicholas Eberstadt, Henry Wendt Chair in Political Economy, American Enterprise Institute
  • Kirsten Parker, Senior Director, Country Risk & Forecasting, IHS
  • Zbyszko Tabernacki (Chair), VP, Economics & Country Risk, IHS
Securing Public Trust in a Hyperconnected World

Public trust in the energy industry is problematic.  Yet as the industry operates increasingly on-shore and in heavily populated areas, as well as in challenging deep water environments, winning and assuring public trust is essential for securing the social license to operate.   Debates over energy are increasing polarized.  How can the industry better engage and establish trust with stakeholders?

  • What are the lesson and emerging practice for engaging stakeholders at the local, community and regional level?
  • How does the exponential growth of social media and hyper-connectivity impact strategies for stakeholder engagement?
  • What is the changing role of NGOs and how are they impacting public discourse over energy and the environment?
  • How can leader prepare their companies for a world of greater transparency and regulatory oversight?

 

  • Jack Gerard, President & CEO, American Petroleum Institute
  • Greg Guidry, EVP, Unconventionals Americas, Shell
  • Michael Krancer, Partner, Blank Rome LLP, former Secretary, Pennsylvania Department of Environmental Protection
  • Fred Krupp, President, Environmental Defense Fund
  • Geoff Morrell, Senior Vice President, Communications & External Affairs, BP America
  • Heather Zichal, Deputy Assistant to the President for Energy and Climate Change (2009 – 2013)
  • Samantha Gross (Chair), Director, Integrated Research, IHS
Redefining Leadership in a World of Change (Hosted by Baker Hughes)

The pace of change is accelerating in the energy and petrochemical industry, creating new challenges for company as well as public sector leaders.  The past decade has witnessed a paradigm shifts – including shale oil and gas, changing industry structure and new business models.

  • What is required and expected of leaders for the future in light of the changing world for energy?
  • How is technology, social media and “globality”changing leadership practices?
  • As the pace of disruptive change accelerates in the energy industry, what are the leadership challenges?

 

  • John Hickenlooper, Governor, State of Colorado
  • Andrew Liveris, President, Chairman and Chief Executive Officer, The Dow Chemical Company
  • Diane McQueen, Minister of Energy, Alberta, Canada
  • Jerre Stead (Chair), Executive Chairman, IHS
Energy’s Innovation Dilemma: Scaling New Technologies (Hosted by Chevron)

Location: Grove – Vista Room

The emergence of shale gas and tight demonstrate once again how technological innovation can reshape – and in some cases disrupt — the energy future.   Yet even this breakthrough required long lead times, strong leadership, and considerable risk and investment.   Dinner participants will explore changing models for innovation; the shifting roles of companies, universities and the state; and the strategies to more effectively identify and scale next generation technology.

  • What new models are emerging for energy innovation and technology development?  How can ideas move more rapidly from laboratory to the market
  • How is the role of the university and changing in terms fostering innovation, start-ups and basic research?   In a world of government austerity, who will lead innovation and early stage deployment in the future?
  • How can collective intelligence and crowd sourcing be harnessed to accelerate innovation?
  • What are the lessons from the decade of energy innovation that began in 2004?
  • What are the next energy technology surprises and how might these transform the competitive landscape for energy? How can companies more effectively find the “white space”?

Explore changing models for innovation; the shifting roles of companies, universities and government R&D; and the strategies to more effectively identify and scale next generation breakthrough energy technologies. What are the sources of the next big energy technology surprise? How can innovation strategies contribute to competitive advantage? How can companies more effectively find the “white space”? Can collective intelligence and crowd sourcing be harnessed to accelerate innovation?

  • Randy Zwirn, CEO, Energy Services, Siemens AG
  • Jean-Pascal Tricoire, Chairman & CEO, Schneider Electric
  • Donald Lessard, Epoch Foundation Professor, International Management, MIT Sloan School
  • Thomas Malone, Patrick J. McGovern Professor, MIT Sloan School, Founding Director, MIT Center for Collective Intelligence
  • Noubar Afeyan, founder, Managing Partner and CEO, Flagship Ventures, Founder & Executive Chairman, Joule
  • Vadim Makhov, Chairman of the Board of Directors, OMZ (Uralmash - Izhora Group)
  • Robert Armstrong (Chair), Director, MIT Energy Initiative
  • Atul Arya (Chair), Senior VP, Energy Insight, IHS
  • Paul Siegele, President and Chief Technology Officer, Chevron Corporation
Africa’s Energy Future: A Conversation with African Officials and Ernest Moniz, US Secretary of Energy (Hosted by GE)

Africa is growing as supplier of world-class oil and gas supplies. At the same time, efforts are underway to expand electrification, supported by US President Barack Obama’s new Power Africa initiative, which aims to double access to power in sub-Saharan Africa. The opportunities in Sub-Saharan Africa are immense, as are the challenges the region faces. What are the strategies and policies that will best realize Africa’s energy promise? This dinner is a unique opportunity to meet with leaders at the forefront of sub-Saharan Africa’s energy transformation, in a dialogue with US Secretary of Energy Ernest Moniz.

  • Ernest Moniz, United States Secretary of Energy
  • Diezani Alison-Madueke, Minister of Petroleum Resources, Nigeria, Alternate President, OPEC
  • Irene Muloni, Minister of Energy & Minerals Development, Uganda
  • Salvador Namburete, Minister of Energy, Mozambique
  • Arsenio Mabote, Chairman, National Institute of Oil (INP), Mozambique
  • Daniel Berkove (Chair), Senior Associate, Energy Insight, IHS
  • Bob Fryklund (Chair), Chief Upstream Strategist, IHS

Thursday, March 6

7:30 am - 8:45 am
Strategic Dialogues
Breakfast Served
Power Expert Discussion Tables

Informal round table discussions, each featuring an IHS expert and topic.  Seating is open.

  • The State of Coal vs. Gas Fuel Competition in NA Power Generation – James Stevenson and Sam Andrus
  • Technology Developments in Wind and Solar – Matthew DaPrato
  • Carbon Trading – California and Europe – Meg McIntosh and Federico Ferrario
  • Opportunities and Challenges in the Spread of Renewable Power – Alex Klein and Marianne Boust
  • Cost Trends in the Development of New Power Plants – Roger Kranenburg
  • Prospects for Grid-Connected Battery Power – Andy Lubershane
  • EPA’s Regulatory Agenda for Conventional Emissions – Alex Klaessig
  • Outlook for NA Power Demand – Sharon Reishus
  • Evolving Regional Dynamics in NA Power Fundamentals – Venkat Suravarapu
  • Capacity Mechanisms in Europe — Tom Tindall and Christian Winzer
  • Samuel Andrus, Director, North American Gas, IHS
  • Marianne Boust, Associate Director, European Renewable Power, IHS
  • Matthew DaPrato, Senior Analyst, North America Wind Energy, IHS
  • Federico Ferrario, Associate Director, European Power, IHS
  • Alex Klaessig, Senior Research Analyst, IHS
  • Alex Klein, Research Director, IHS
  • Roger Kranenburg, Director, IHS
  • Andy Lubershane, Senior Associate, North America Renewable Power and Global Wind, IHS
  • Meg McIntosh, Director, IHS
  • Sharon Reishus, Senior Director, North American Power, IHS
  • James Stevenson, Director, North American Coal, IHS
  • Venkat Suravarapu, Director, North American Power, IHS
  • Tom Tindall, Director, European Power, IHS
  • Christian Winzer, Senior Research Analyst, European Power, IHS
  • Tim Gardner (Chair), VP, Gas, Power & Renewables Research & Consulting, IHS
Energy Innovation Pioneers

Now in its 9th year, the CERAWeek Innovation Pioneers features dynamic early stage companies with innovative and distinctive new technologies across the energy spectrum.  IHS annually selects and invites the most promising companies to share their technology and plans at CERAWeek.  Each pioneer provides a snapshot of the company and technology, followed by informal discussion.  This breakfast offers a relaxed opportunity to meet and interact with these leading entrepreneurs, each assigned to a designated table.

Seating is open.

  • Anthony Atti, CEO, Phononic
  • Bennett Fisher, CEO & Co-Founder, Retroficiency
  • Steve Hellman, Co-Founder & President, Eos
  • Kevin Klustner, CEO, Powerit Solutions
  • John Plavan, CEO & Chairman, EarthRisk Technologies
  • Kristian Bodek (Chair), Director, North American Power, IHS
Texas Power at the Crossroads

Texas is a bellwether for nation as it reconsiders the future of competitive power market amid an oil and natural gas revolution.    The Public Utility Commission of Texas (PUCT) is on the cusp of deciding the future of the state’s competitive power market.  For the past two years debate has focused on the efficacy of the Texas power market to provide reliable, low cost electricity while also allowing sufficient incentive to invest.

  • How will the governor’s recent appointment of his former Chief of Staff to the PUCT impact the implementation of a mandatory reserve margin on the Electric Reliability Council of Texas (ERCOT)?
  • How might this reshape the Texas power market?
  • How will elected officials respond?
  • What are the implications for the on-going energy revolution in Texas – and its long term competitiveness in a global market?
  • Manu Asthana (Welcome Remarks), President, Direct Energy Residential
  • Marty Durbin, President & CEO, America's Natural Gas Alliance
  • Brad Jones, Vice President, Commercial Operations, Electric Reliability Council of Texas (ERCOT)
  • Steven Schleimer, Senior Vice President, Government and Regulatory Affairs, Calpine
  • Michael Pickens (Chair), Associate Director, North American Power, IHS
Meeting Coastal China’s Power Supply Challenge Amid Heightened Environmental Pressure

The recent focus on urban pollution in large Chinese cities is leading to dramatic changes in energy policies in China. This is particularly acute in the relatively affluent metropolitan areas along the coast. The ten coastal Chinese provinces (out of a total of 31) have been the fastest growing, most dynamic parts of the Chinese economy. Accounting for roughly half of the nation’s GDP as well as power consumption today, the coast has been a critical market for companies along the power sector value chain as every generation technology has been and continues to be deployed in this part of China.

  • Will we see accelerated coal retirements in areas such as Beijing and Shanghai in light of new environmental policy?
  • Are nuclear and renewables sufficient to meet future demand?
  • What will be the role of gas in the fuel mix?
  • Will long-distance transmission from western China be an economic and reliable solution?
  • Mark Forwerck, Vice President, Technology, LP Amina
  • Wang Zhiwei, President, State Grid US Representative Office, State Grid Corporation of China
  • Xizhou Zhou (Chair), Director, China Energy, IHS
Africa Power Ministerial Dialogue

Ministerial presentation by Salvador Namburete, Minister of Energy, Mozambique, followed by expert commentaries on the critical choices facing Africa in its quest for electrification.  Over two-thirds of sub-Sahara Africa’s population lacks access to electricity.  Governments  are increasingly launching major initiatives to reduce this critical gap. The potential for new power projects abound, but the build-out of power generation, transmission, and distribution also involves addressing issues including fuel and technology choice, timing, costs, finance, economic and environmental sustainability – and political imperatives.

  • Jim Hughes (Welcome Remarks), Chief Executive Officer, First Solar
  • Salvador Namburete, Minister of Energy, Mozambique
  • Robert Ichord, Deputy Assistant Secretary, U.S. Department of State Bureau of Energy Resources
  • Sean Long, Chief Executive Officer, Endeavor Energy Holdings LLC
  • Daniel Berkove (Chair), Senior Associate, Energy Insight, IHS
Latin American Power Markets: Heating Up?

Despite economic uncertainty, Latin America is a strong candidate for new investment.  New opportunities continually emerge across the region as many power markets seek to improve reliability of hydro dominated portfolios, develop domestic resources, lower tariffs, and add cleaner sources of generation.  Several challenges have also emerged as governments take on a more active role in shaping the landscape.

  • Francisco Salazar, Chairman, Energy Regulatory Commission, Mexico
  • Alcides Santoro, Chief Gas and Power Officer, Petrobras
  • Tim Stephure, Director, Latin America Gas & Power, IHS
  • Lisa Pearl (Chair), Director, Latin America, IHS
The Future of Global Nuclear Power

Even after Fukushima, many countries continue to build new nuclear power plants. Others are planning to expand their nuclear fleets or are building nuclear plants for the first time. The world now has 75 gigawatts of nuclear capacity under construction, and 186 gigawatts on order or planned—the highest in more than two decades. This session examines the most promising regions for new nuclear construction, explore advanced nuclear technologies, and identify issues and challenges ahead.

  • Eight advanced nuclear reactors with passive safety features are under construction in China and the US and will begin to come online within the next few years. What lessons have been learned, and what are the implications for the global nuclear business?
  • Many small modular reactors (SMRs) are competing to come to market. What are the features of SMRs? Can SMRs compete with large reactors? Where are the best opportunities?
  • The experience of Fukushima puts a new emphasis on nuclear safety. What safety-enhancing advancements are occurring in technology and regulation?
  • The economics of power generation varies widely across continents and countries. While the shale gas revolution makes nuclear less competitive in North America, nuclear remains an economically attractive option elsewhere. Where are the promising places for nuclear, taking into account economics, security, market structure, and policy?
  • Jeff Benjamin, Senior Vice President, Nuclear Power Plants, Westinghouse Electric Company
  • Christopher Colbert, Chief Operating Officer, NuScale Power, LLC
  • John Gilleland, Chief Executive Officer, TerraPower LLC
  • Mujid Kazimi, Professor of Nuclear Engineering and Mechanical Engineering; Director, Center for Advanced Nuclear Energy Systems, Massachusetts Institute of Technology
  • Jone-Lin Wang (Chair), VP and Head of Research and Consulting, Power, Gas, Coal, Renewables – Americas, IHS
European Power: Home or Away?

The EU energy policy drive to restructure and decarbonize the European power sector has changed the operating environment for energy market participants. The economic downturn has added further challenges. Policy and significantly altered market fundamentals have driven utilities to adapt and evolve their investment strategies and business models.

Europe’s traditional utilities have approached the changing European landscape in different ways. While some have chosen to explore new opportunities within their wider home markets, others have explored new horizons and broadened their geographic scope extensively. This session examines how the changed European market and policy environment has influenced evolving investment strategies, especially geographically, but also with regard to shifts in business models.

  • Frank Amend, Global Head of Market Analysis, RWE AG
  • Maxim Shirokov, Chief Executive Officer, E.ON Russia
  • Didier Sire, Executive Vice President Strategy, GDF SUEZ Energy Europe
  • Susanne Hounsell (Chair), Associate Director European Energy Policy, IHS
9:00 am - 10:10 am
Power Plenary
  • Andrés R. Gluski, President and Chief Executive Officer, The AES Corporation
  • Nick Akins, Chairman, President and CEO, American Electric Power
  • Lynn Good, President & CEO, Duke Energy
  • Lawrence Makovich (Chair), Chief Power Strategist, IHS
10:00 am - 5:00 pm
Innovation Pioneer Showcase
Current and past pioneers will present their company, technology, and recent milestones during a series of back-to-back 30 minute presentations held concurrently with the main conference agenda. Details
10:00 am
Phononic - Anthony Atti, CEO
10:30 am
Powerit Solutions - Kevin Klustner, CEO
11:00 am
Retroficiency - Bennett Fisher, CEO & Co-Founder
11:30 am
EarthRisk Technologies - John Plavan, CEO & Chairman
12:00 pm
TerraPower - John Gilleland, Chief Executive Officer
2:30 pm
Eos - Steve Hellman, Co-Founder & President
10:10 am - 11:15 am
Plenary
The Global Power Challenge
  • Leonhard Birnbaum, Member of the Board of Management – Markets, Services, E.ON
  • Dawn Farrell, President & CEO, TransAlta Corporation
  • Jim Hughes, Chief Executive Officer, First Solar
  • Jone-Lin Wang (Chair), VP and Head of Research and Consulting, Power, Gas, Coal, Renewables – Americas, IHS
11:15 am - 11:30 am
Break
11:30 am - 12:45 pm
Strategic Dialogues
Strategic Dialogues provide insights and presentations on key strategic topics; followed by interactive discussion among the presenters and between session participants and panelists.
Power Supply Cost Recovery: Bridging the Missing Money Gap

After fifteen years of power deregulation, the accumulating evidence is that market-clearing wholesale power prices are chronically too low. As a result, competitive power suppliers are “missing money” in their cash flows. These conditions help to set expectations that cause too few new power plants to be built and too many existing power plants to retire. As a result, some power systems such as Texas are confronting shortages while others are beginning to move toward a less efficient generation mix. Efforts to address the problem are evolving slowly and often addressing some but all of the problem. This session discusses the nature of the problem and the efforts underway to bridge the missing money gap in power generation.

  • Terry Boston, President & CEO, PJM Interconnection
  • Richard Doying, Senior Vice President, MISO
  • Thad Hill, President and Chief Operating Officer, Calpine
  • Bill Mohl, President, Entergy Wholesale Commodities
  • Lawrence Makovich (Chair), Chief Power Strategist, IHS
The New Mix: Transition of US Generating Portfolio

Several forces in the US energy business—the shale gas revolution, environmental regulations, policy support for renewables, and the missing money problem in competitive power markets—are driving both power plant retirements and the mix of new build, which is primarily gas and renewables. This session will explore the risks and opportunities as the US power generation sector goes through a profound change.

  • Will recent and upcoming retirements compromise reliability?
  • How well can power systems integrate renewables?
  • Will the US lose its coal and nuclear fleet?
  • Will the gas infrastructure develop in sync with increasing gas-fired power generation?
  • Are advanced technologies ready to accommodate changing load shapes and system characteristics?
  • What are the risks and implications for fuel diversity?
  • David Christian, CEO Dominion Generation, Dominion
  • Sheldon Kimber, Chief Operating Officer, Recurrent Energy
  • Mark McCullough, EVP-Generation, American Electric Power
  • Barry Nicholls, Senior Vice President, Power Systems Sales, Siemens
  • Jone-Lin Wang (Chair), VP and Head of Research and Consulting, Power, Gas, Coal, Renewables – Americas, IHS
Electric Policy Agenda: Market Rules and the GHG Management

The North American power sector will be shaped profoundly by the policy and regulatory rules in play at both the regional and national level. Policymakers and utility stakeholders are grappling with a wide array of issues that are complex and far-reaching, ones that will impact investment decisions, environmental outcomes, and the reliability and affordability of electricity to consumers for years to come. Panelists discuss how they see elements of the electric policy agenda unfolding, including greenhouse gas management, rules and requirements on supply sources, reliability standards, technological innovations, and more.

  • Cheryl LaFleur, Acting Chairman, Federal Energy Regulatory Commission
  • Colette Honorable, President, NARUC, Chairman, Arkansas Public Service Commission
  • Raymond Kopp, Senior Fellow and Director, Center for Climate and Electricity Policy, Resources for the Future
  • Sharon Reishus (Chair), Senior Director, North American Power, IHS
Paying for Power: Financing the Power Infrastructure

The power demand tug-of-war between growth and efficiency creates uncertainty around the scale and timing of electric power infrastructure investment decisions. Evolving trends in fuel and technology shares for power generation reflect the expectations for natural gas prices and environmental regulations. Market-clearing prices for electric energy are too low to recover the total cost of power production and net-metering scrutiny is intensifying in solar battleground states. How are these dynamics and the investment climate affecting valuations, mergers and acquisitions, capital allocation, and risk mitigation strategies as investors and power companies deploy $1 trillion dollars in the coming decade?

  • John MacWilliams, Senior Advisor, Department of Energy
  • John Cogan, Managing Director, Credit Suisse
  • Scott Harlan, Managing Partner, Rockland Capital, LLC
  • Pete Labbat, Partner, Energy Capital Partners
  • Parker Littlehale (Chair), Associate Director, North American Power, IHS
Global Coal: Divergent Paths

The global demand for coal is being driven by growing energy needs in the developing world.  At the same time coal demand in North America is being constrained by cheaper unconventional gas and by climate policies. In Europe coal use has grown owing to the closing of nuclear power plants in Germany and the need for load generation. What are the competing forces influencing longer term demand and prices for coal around the world?  What does this mean for coal markets and strategies?

  • Howard Gatiss, CEO, Coal Marketing Company Ltd
  • Benjamin Asher Jones, Manager Coal Acquisition, Tennessee Valley Authority
  • David Price, Senior Director of Global Steam Coal Advisory Service, IHS
  • James Stevenson, Director, North American Coal, IHS
  • Jim Thompson (Chair), Director, IHS Coal & IHS Coal Markets, IHS
Pipes and Wires: The Critical Networks for the Power Business

Strategic shifts in the North American natural gas and power sectors – the shale gas revolution, evolving regulations, advancing technologies, power plant retirements, and increasing market penetration of distributed solar and remote wind farms – have major implications for the electric grid and natural gas pipeline networks.

  • What are the emerging trends in infrastructure investment?
  • Will FERC Order 1000 spur competition and growth in electric transmission investment, or will non-transmission alternatives gain an edge?
  • Will there be sufficient natural gas pipeline capacity to service growing power sector demand?
  • How will the threat of natural disasters and physical attacks influence company strategies and investment?
  • How will stakeholders balance the benefits of advanced technologies with the risk of cyber-attacks?
  • Todd Hillman, Vice President - MISO South, MISO
  • Philip Moeller, Commissioner, Federal Energy Regulatory Commission
  • Brooke Reilly, Director of Strategy, PG&E
  • Camilo Serna, Vice President Corporate Strategy, Northeast Utilities
  • Patricia DiOrio (Chair), Research Director - Americas Gas, Power & Renewables, IHS
Renewable Energy: Going Global?

Renewable energy still depends on subsidies in most parts of the world, but that is changing. New innovations and greater scale continue to drive down the cost of wind and solar technologies, unlocking a sizeable opportunity for renewable energy to grow without subsidies in several fast developing energy markets.   This strategy session will explore the factors that have driven renewable power to become a more fundamental component of the world’s energy future as well as the key challenges that renewables face to continue their growth trajectory.  We will explore how big the opportunity is for renewable energy in developing economies relative to established markets like the US and Europe.  How competitive are renewables today?  What technological solutions under development, from solar-diesel hybrid plants to tracking technologies to deep discharge batteries, could impact renewable energy market share?

  • Chris Hunt, Managing Director, Riverstone Europe LLP
  • Vineet Mittal, Managing Director, Welspun Energy Ltd
  • Philippe Paelinck, VP Portfolio and Strategic Positioning, Alstom Power
  • Marc van Gerven, VP – Global Marketing, First Solar
  • Alex Klein (Chair), Research Director, IHS
1:00 pm - 2:15 pm
Luncheon & Keynote Address
Keynote Address
  • Gina McCarthy, Administrator, U.S. Environmental Protection Agency
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
2:30 pm - 3:00 pm
Keynote Address
Global Power Keynote Dialogue
  • Cheryl LaFleur, Acting Chairman, Federal Energy Regulatory Commission
  • Lawrence Makovich (Chair), Chief Power Strategist, IHS
3:00 pm - 4:00 pm
Plenary
The Future of Power Technology and Infrastructure
  • Steve Bolze, President & CEO, GE Power & Water
  • Steven Edwards, Chairman, President & CEO, Black & Veatch
  • Daniel Poneman, U.S. Deputy Secretary of Energy
  • Lawrence Makovich (Chair), Chief Power Strategist, IHS
4:00 pm - 5:15 pm
Plenary
Customer Needs and Wants
  • Sharon Burke, Assist. Secretary, Operational Energy Planning and Programs, US Dept. of Defense
  • Badar Khan, President & CEO, Direct Energy
  • Jean-Pascal Tricoire, Chairman & CEO, Schneider Electric
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
5:30 pm - 6:30 pm
IHS Energy Expert Briefings: Regional Power Markets
IHS Expert Briefings provide presentations and outlooks by IHS analysts followed by interactive discussions. Each session provides insight on strategies, risk, and opportunities in a key energy area. 
Asia Power Demand and Fuel Markets
  • James Ooi (Chair), Director, IHS Gas & Power, IHS
  • Alex Whitworth, Associate, China Gas & Power, IHS
  • Xizhou Zhou (Chair), Director, China Energy, IHS
US and Canada

IHS experts will provide our latest outlook for power markets across the US and Canada delving into topics including evolving market structures, power demand growth, energy efficiency and new supply resources.

  • Parker Littlehale, Associate Director, North American Power, IHS
  • Michael Pickens, Associate Director, North American Power, IHS
  • Doug Giuffre (Chair), Director, North American Power, IHS
European Energy Markets: Adjusting to a New Reality

The shale revolution in North America and rapidly rising consumer electricity prices in many members states have pushed international energy price differentials and their impact on competitiveness to the top of the political agenda in Europe. This growing focus on competitiveness can be seen in the European Commission’s recently released 2030 climate and energy package which re-emphasised the need to “continue to drive progress towards a low-carbon economy which ensures competitive and affordable energy for all consumers.” While there is agreement about the nature of the problem, there is less agreement about how to address it. The outcome of this debate on how to balance international competitiveness with reducing green house gas emissions will shape European energy policy – and hence European energy markets – for many years to come.

In this IHS Energy CERAWeek Expert Dialogue we will consider the impact of this evolving policy focus on European gas and power markets. Topics covered will include:

  • Carbon reform – what’s proposed, what effect will it have?
  • Renewable deployment – a slowdown ahead?
  • Missing money – Europe’s patchwork approach?
  • Gas in power – will the role of gas increase?
  • Marianne Boust, Associate Director, European Renewable Power, IHS
  • Federico Ferrario, Associate Director, European Power, IHS
  • Tom Tindall, Director, European Power, IHS
  • Ralf Wiegert, Director, Economic Impact Analysis, IHS
  • Christian Winzer, Senior Research Analyst, European Power, IHS
  • Catherine Robinson (Chair), Senior Director, Gas, Power Renewables (Europe), IHS
The Changing Shape of Russia’s Power Sector
  • Christopher de Vere Walker (Chair), Director Russian Power, IHS
Middle East

How will the region address resurgent electricity demand growth, endemic gas shortages and widening cost-price disconnects as it seeks to ensure reliable and efficient supply.  What roles will increasing diversity of generation mix, new technologies—including renewables and intra-regional connectivity play? Can we realistically expect subsidy reform and how far will markets liberalize?

  • Alex Klein, Research Director, IHS
  • Roger Kranenburg, Director, IHS
  • Andy Barrett (Chair), Senior Advisor, Global Gas and Power, IHS
Under Pressure: Latin America Gas and Power Markets

Latin America is a strong candidate for new investment in the gas and power sectors. New opportunities will be created as policy makers seek to diversify their generation mix to improve reliability of hydro dominated portfolios, develop domestic resources, lower tariffs and add cleaner sources of generation. Challenges include navigating governmental policies as many markets take an active role in shaping these opportunities. Our experts will take a closer look at the nexus of the natural gas power sectors within the region. Topics will  include Mexico energy reform process, Brazil’s quest to smooth out hydro volatility, and the role of renewables as a dominant source of new generation among other issues surrounding Latin America’s gas and power markets. 

  • Bernardo Costa, Research Associate, IHS
  • David Crisostomo, Senior Research Analyst, IHS
  • Roberto Cunha, Associate, Latin America, IHS
  • Tim Stephure, Director, Latin America Gas & Power, IHS
  • Lisa Pearl (Chair), Director, Latin America, IHS
The Anatomy of the Major Shale Play: The Marcellus

While shale oil and gas plays are proliferating, the unconventional revolution is generating as many losers as winners.  The future is undoubtedly bright, but pitfalls abound.   This session will shed light on how critical trends evolve over time by dissecting the Marcellus Shale unconventional gas play — where the sweet spots lie, and how company portfolios stack up.  Using datasets and tools specifically designed to evaluate unconventional resources, this discussion will be dynamic and interactive, allowing the group to take the investigation in new directions.

  • Raoul LeBlanc (Chair), Managing Director, IHS
The Next Generation of IHS Scenarios: Exploring Uncertainty, Risk and Opportunity in North American Energy Markets

The IHS scenarios team is developing a new generation of long-term energy scenarios for release in 2014. In this interactive session we will describe the current status of our scenario-building process and discuss our initial narratives and building blocks for the three new scenarios, soliciting feedback and input from session participants to support or challenge the direction of our research.

Your participation will ensure the IHS North American Scenarios address the questions most important to you, your company, and your industry.

  • Mary Lashley Barcella, Director, North American Natural Gas, IHS
  • Alex Klaessig, Senior Research Analyst, IHS
  • Meg McIntosh, Director, IHS
  • Mark Griffith (Chair), Senior Director, IHS
6:30 pm - 7:30 pm
Conference wide reception
7:30 pm - 9:00 pm
Dinner & Keynote
A Glimpse Over the Horizon: Energy Game Changers from the MIT Energy Initiative

Insights by some of the world’s leading energy technologists on the frontiers of innovation, transformation, systems and tools that will reshape the energy future.

 

  • Robert Armstrong, Director, MIT Energy Initiative
  • Angela Belcher, W.M. Keck Professor of Energy, Massachusetts Institute of Technology
  • Vladimir Bulovic, Fariborz Maseeh Professor of Emerging Technology and the MIT School of Engineering’s Associate Dean for Innovation, MIT Energy Initiative
  • Donald Sadoway, John F. Elliott Professor of Materials Chemistry, Massachusetts Institute of Technology
  • Alexander Slocum, Neil and Jane Pappalardo Professor of Mechanical Engineering, MacVicar Faculty Fellow, MIT Energy Initiative
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman

Friday, March 7

8:00 am - 9:10 am
Breakfast and Opening Insight Dialogue
Breakfast will begin at 7:30 am.
Reflections and Insights from CERAWeek 2014: What’s Ahead for Energy?
  • Upstream – E&P, Technology, Costs, – Jerry Kepes
  • Oil Markets – Jim Burkhard
  • Gas/LNG – Michael Stoppard
  • Power – Lawrence Makovich
  • Securing Public Trust and the Energy Industry’s License to Operate – Samantha Gross
  • Energy and Economic Competitiveness – John Larson
  • Jim Burkhard, VP, Head of Global Oil Market Research and Energy Scenarios, IHS
  • Samantha Gross, Director, Integrated Research, IHS
  • Jerry Kepes, Managing Director, IHS
  • John Larson, Vice President, IHS
  • Lawrence Makovich, Chief Power Strategist, IHS
  • Michael Stoppard, Chief Strategist, Global Gas, IHS
  • Atul Arya (Chair), Senior VP, Energy Insight, IHS
9:10 am - 10:20 am
Plenary
The Future of Geopolitics: Turmoil and Transition
  • Russia – Angela Stent
  • Middle East Raad Alkedari
  • Asia James Clad
  • Demographics and Society – Nicholas Eberstadt
  • Raad Alkadiri, Managing Director, Energy Insight, IHS
  • James Clad, Senior Advisor for Asian Affairs, Center for Naval Analysis, former Deputy Assistant Secretary of Defense for Asia Pacific Affairs
  • Nicholas Eberstadt, Henry Wendt Chair in Political Economy, American Enterprise Institute
  • Angela Stent, Professor, Georgetown University, author, The Limits of Partnership: U.S.-Russian Relations in the Twenty-First Century
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
10:20 am - 10:40 am
Break
10:40 am - 11:30 am
The Next Stage of the North American Energy Renaissance
  • Diane McQueen, Minister of Energy, Alberta, Canada
  • Barry Smitherman, Chairman, Texas Railroad Commission
  • Raoul LeBlanc, Managing Director, IHS
  • Atul Arya (Chair), Senior VP, Energy Insight, IHS
11:30 am - 12:30 pm
  • Ben Bernanke, Chairman, US Federal Reserve System (2006-2014)
  • Daniel Yergin (Chair), Vice Chairman, IHS, CERAWeek Conference Chairman
12:30 pm - 2:00 pm
Networking Lunch