Agenda

Download Agenda

Agenda subject to change.
Please check back for updates.

  • Monday March 11
  • Tuesday March 12
  • Wednesday March 13
  • Thursday March 14
  • Friday March 15
  • 10:30am
    Monday March 11
    10:30am - 11:15am
    Plenary

    Conference Opening: Geopolitical Dialogue
    [Monday March 11][Plenary][][Conference Opening: Geopolitical Dialogue][Carlos Pascual]
  • 11:15am
    Monday March 11
    11:15am - 12:00pm
    Plenary

    Fuels of the Future: The new rivalry
    [Monday March 11][Plenary][][Fuels of the Future: The new rivalry][Daniel Yergin]
  • 12:00pm
    Monday March 11
    12:00pm - 12:25pm
    Plenary

    Leadership Dialogue
    [Monday March 11][Plenary][][Leadership Dialogue][Daniel Yergin]
  • 12:25pm
    Monday March 11
    12:25pm - 12:50pm
    Break

    [Monday March 11][Break]
  • 12:40pm
    Monday March 11
    12:40pm - 1:50pm
    Luncheon & Plenary

    Luncheon & Opening Dialogue
    [Monday March 11][Luncheon & Plenary][][Luncheon & Opening Dialogue][Daniel Yergin]
  • 1:50pm
    Monday March 11
    1:50pm - 2:15pm
    Plenary

    Leadership Dialogue
    [Monday March 11][Plenary][][Leadership Dialogue][Daniel Yergin]
  • 2:15pm
    Monday March 11
    2:15pm - 2:30pm
    Break

    [Monday March 11][Break]
  • 2:30pm
    Monday March 11
    2:30pm - 3:15pm
    Plenary

    Company Strategies in a World of Change
    [Monday March 11][Plenary][][Company Strategies in a World of Change][Atul Arya]
  • 2:30pm
    Monday March 11
    2:30pm - 3:15pm
    Plenaries

    Company Strategies in a World of Change
    [Monday March 11][Plenaries][][Company Strategies in a World of Change][Atul Arya]
  • 3:20pm
    Monday March 11
    3:20pm - 4:05pm
    Plenaries

    Climate Strategies in a World of Rivalry
    Digital Transformation: Creating value
    [Monday March 11][Plenaries][][Climate Strategies in a World of Rivalry][Carlos Pascual][][Digital Transformation: Creating value][David Hicks]
  • 3:20pm
    Monday March 11
    3:20pm - 4:05pm
    Plenary

    Digital Transformation: Creating value
    [Monday March 11][Plenary][][Digital Transformation: Creating value][David Hicks]
  • 4:05pm
    Monday March 11
    4:05pm - 4:20pm
    Break

    [Monday March 11][Break]
  • 4:20pm
    Monday March 11
    4:20pm - 4:45pm
    Plenary

    Leadership Dialogue
    [Monday March 11][Plenary][][Leadership Dialogue][Daniel Yergin]
  • 4:45pm
    Monday March 11
    4:45pm - 5:10pm
    Plenary

    Carbon Management Strategies
    [Monday March 11][Plenary][][Carbon Management Strategies][Atul Arya]
  • 5:10pm
    Monday March 11
    5:10pm - 5:35pm
    Plenary

    Global Oil Dialogue
    [Monday March 11][Plenary][][Global Oil Dialogue][Daniel Yergin]
  • 5:35pm
    Monday March 11
    5:35pm - 6:00pm
    Plenary

    Future of Transportation Dialogue
    [Monday March 11][Plenary][][Future of Transportation Dialogue][Daniel Yergin]
  • 6:00pm
    Monday March 11
    6:00pm - 6:30pm
    Plenary

    Cybersecurity: New threats, new responses
    [Monday March 11][Plenary][][Cybersecurity: New threats, new responses][Daniel Yergin]
  • 6:30pm
    Monday March 11
    6:30pm - 7:30pm
    Conference-wide Reception

    [Monday March 11][Conference-wide Reception]
  • 7:30pm
    Monday March 11
    7:30pm - 9:00pm
    Insight Dinners

    Company Strategies in a Low Carbon World
    Cyber
    Driving Change: Cities and the future of mobility
    Industrial Efficiency
    North Sea
    Outlook for the Global Economy
    Plastics Sustainability: Meeting the challenge
      The Human & Machine Interface: AI & machine learning
      US Energy Policy
      Workforce of the Future
        [Monday March 11][Insight Dinners][][Company Strategies in a Low Carbon World][Atul Arya][][Cyber][][Driving Change: Cities and the future of mobility][Katherine Hardin][][Industrial Efficiency][][North Sea][Jon Story][][Outlook for the Global Economy][][Plastics Sustainability: Meeting the challenge][][The Human & Machine Interface: AI & machine learning][Susan Farrell][Judson Jacobs][][US Energy Policy][Carlos Pascual][][Workforce of the Future]
      • 7:30am
        Tuesday March 12
        7:30am - 8:40am
        Breakfast Strategic Dialogues

        Asian NOCs: Repositioning portfolios for growth
        The growing disparity in the energy balance, and the relative upturn in oil prices, was expected to spurn a renewed international growth phase for Asian NOCs, but activity has been relatively muted in the M&A space. Instead, greater focus is being put forth on domestic and regional assets, which are an avenue for growth in the medium term. Separately, key producing contracts are transitioning to host NOCs, which could have a marked impact on the future competitive landscape, investment/production outlook, and exploration activity for the region. What are the near-term priorities shaping portfolio decisions? How central is technology and innovation to unlocking new resources? How will the changing competitive landscape impact regional investment?
          Canada’s Oil Crisis: Getting out of a jam
          Carbon Price: Where are we now and where are we going?
          Competing for Upstream Investment: Rewriting Africa’s story
          Africa offers a vast array of frontier, emerging, and mature phase basins for upstream players across a range of aboveground challenges and risks in both Saharan and Sub-Saharan regions. Substantial volumes of oil and (mainly) gas have been discovered over the past decade and now offer opportunities for monetization. Several upcoming exploration wells have the potential to be play openers and many governments aspire to have new licensing rounds, but the global competition for upstream risk capital is intense. What role should NOCs play? How can aboveground factors be best managed—by investors, NOCs, and host governments— to maximize value for all? Are governments positioned to compete for a more limited pool of upstream capital?
            Deepwater Revival: Testing the waters
            Although investment in the deep water is finally rising, intense competition for capital continues. New areas with increasingly diversified investors, such as in Mexico, Brazil, and Africa’s MSGBC Basin, appear to be vying (successfully) with more traditional deepwater areas, such as the US Gulf of Mexico, Angola, and Nigeria, where consolidation and focus are key drivers. What are the new areas where the industry anticipates much greater investment focus? What are the different risks? What are the more traditional areas where investment outcomes appear to be less optimistic? Is the overall level of deepwater investment going to be lower or will technology and government terms react to increase attractiveness?
            Digitalization: Innovating for lower costs
            “Digital Transformation” has become the latest must-have fashion accessory for oil & gas companies in recent years as they seek to assure shareholders of their ability to improve efficiency and embrace the vast set of opportunities emerging from massive (and growing) data resources, advances in computing power, sensors, advanced analytics, and artificial intelligence (AI). Some great strides have been made in reducing structural costs in both conventional and unconventional upstream projects. But in practice, what are the full range of innovations that have had impact? How much further impact can innovation have on reducing project and operating costs? What is the interplay needed between digital technologies, traditional E&P technologies, and changes in operating models and organizational models to realize these further gains?
            North American Refining: Export powerhouse?
            Russian Energy
            The Big Three: Role of Russia, Saudi Arabia & the United States
            The Decarbonization of Transportation: Beyond passenger cars
            Wellhead to Water: Constraints on getting US oil to market
              What Does Competitiveness Mean Across Latin America?
              Latin America is facing increasing pressure to accelerate energy access for all while doing so cheaply, sustainably, and with as much local content as possible. Consumer fuel prices and import dependence have factored directly into recent elections in Mexico and Brazil. Natural gas integration with power systems has become a central theme linked to emissions reductions, renewables intermittency, and the competitiveness of the value chain from upstream producer to power generator. What is the best path for building a competitive energy market place? Can governments manage the balance between investment to diminish energy poverty and decreasing government debt? Is it all about private public partnerships? What is the common ground between investors and national governments?
              [Tuesday March 12][Breakfast Strategic Dialogues][][Asian NOCs: Repositioning portfolios for growth][][Canada’s Oil Crisis: Getting out of a jam][Kevin Birn][][Carbon Price: Where are we now and where are we going?][Steven Knell][][Competing for Upstream Investment: Rewriting Africa’s story][][Deepwater Revival: Testing the waters][Gerald Kepes][][Digitalization: Innovating for lower costs][Judson Jacobs][][North American Refining: Export powerhouse?][Kevin Lindemer][][Russian Energy][Matthew Sagers][][The Big Three: Role of Russia, Saudi Arabia & the United States][Bhushan Bahree][][The Decarbonization of Transportation: Beyond passenger cars][Daniel Evans][][Wellhead to Water: Constraints on getting US oil to market][][What Does Competitiveness Mean Across Latin America?]
            • 8:50am
              Tuesday March 12
              8:50am - 9:15am
              Plenary

              Welcome & Special Address
              [Tuesday March 12][Plenary][][Welcome & Special Address][Daniel Yergin]
            • 9:15am
              Tuesday March 12
              9:15am - 9:40am
              Plenary

              Opening Oil Dialogue
              [Tuesday March 12][Plenary][][Opening Oil Dialogue][Daniel Yergin]
            • 9:40am
              Tuesday March 12
              9:40am - 10:00am
              Plenary

              Future of Transportation Dialogue
              [Tuesday March 12][Plenary][][Future of Transportation Dialogue][Daniel Yergin]
            • 10:05am
              Tuesday March 12
              10:05am - 10:55am
              Plenary

              Downstream Dialogue
              [Tuesday March 12][Plenary][][Downstream Dialogue][Daniel Yergin]
            • 10:55am
              Tuesday March 12
              10:55am - 11:25am
              Plenary

              Leadership Dialogue
              [Tuesday March 12][Plenary][][Leadership Dialogue][Daniel Yergin]
            • 11:25am
              Tuesday March 12
              11:25am - 11:35am
              Break

              [Tuesday March 12][Break]
            • 11:35am
              Tuesday March 12
              11:35am - 12:35pm
              Strategic Dialogues

              Climate Change Implications for Energy Investment
              Eurasian Upstream’s Role in Managing the Global Oil Market
              Russia and other key Eurasian oil producers have renewed their agreement to remain part of the Vienna Alliance, to cut their production to help rebalance to the global oil market as it has swung from oversupply to undersupply, and back to oversupply. This session covers the goals the participants hope to achieve and mechanisms for implementing the cuts. It also will look at the duration and staying power of the arrangement.
              Future of the Upstream: Strategies to achieve growth and performance
              Since the oil price drop in 2014, oil & gas companies have refocused their portfolios in search of cost competitiveness. As a result, more companies have become de-facto specialists for certain asset types or geographies (such as North American unconventionals, oil sands, integrated gas projects). Conversely, the energy transition is spurring some larger companies to diversify into low-carbon solutions. How will this dichotomy of specialization and diversification impact the design of future upstream portfolios? How will diversified players make their capital allocation decisions between quite different business segments? What impact will the energy transition have on each class of upstream players?
                IMO: How big a disruption?
                Is Refining Supply to Asia Racing Ahead of Demand?
                  Light-duty Vehicles: Reshaping the oil demand curve
                  NOC Strategies for the Energy Transition
                  Oil Markets: Riding the roller coaster
                  Retail Marketing: Back in vogue
                    Returns versus Growth: US E&P squaring the circle
                    With shareholders increasingly focused on returns, how is the US shale sector adapting to this financing constraint, and what are the structural impact of this shift on growth, competition, private financing and business specialization? How has this impacted international financial stakeholders and their investments in global E&P?
                    Sanctions and the Energy World: Impacts and outcomes
                    Sanctions are increasingly applied—against Russia, Iran, Venezuela, and other energy producers—to condemn national policies or international interventions. When do sanctions work as a tool between diplomacy and military action? How should scale of energy production, market alternatives, and shared international consensus be factored into sanctions on energy supply? What can be the unintended consequences—in sanctioned countries and internationally? When do you declare that sanctions fail, and what do you do about it?
                    US Shale: The new giant—How far and how fast?
                    [Tuesday March 12][Strategic Dialogues][][Climate Change Implications for Energy Investment][Susan Farrell][][Eurasian Upstream’s Role in Managing the Global Oil Market][Matthew Sagers][][Future of the Upstream: Strategies to achieve growth and performance][][IMO: How big a disruption?][Sandeep Sayal][][Is Refining Supply to Asia Racing Ahead of Demand?][][Light-duty Vehicles: Reshaping the oil demand curve][Katherine Hardin][][NOC Strategies for the Energy Transition][Atul Arya][][Oil Markets: Riding the roller coaster][James Burkhard][][Retail Marketing: Back in vogue][][Returns versus Growth: US E&P squaring the circle][Roger Diwan][][Sanctions and the Energy World: Impacts and outcomes][Carlos Pascual][][US Shale: The new giant—How far and how fast?][Raoul LeBlanc]
                  • 11:35am
                    Tuesday March 12
                    11:35am - 12:35pm
                    Agora Studios

                    Biofuels 2.0
                    [Tuesday March 12][Agora Studios][][Biofuels 2.0][Kevin Lindemer]
                  • 12:35pm
                    Tuesday March 12
                    12:35pm - 12:45pm
                    Break

                    [Tuesday March 12][Break]
                  • 12:40pm
                    Tuesday March 12
                    12:40pm - 1:55pm
                    Luncheon & Plenary

                    Luncheon & Dialogue: New world of rivalries
                    [Tuesday March 12][Luncheon & Plenary][][Luncheon & Dialogue: New world of rivalries]
                  • 2:00pm
                    Tuesday March 12
                    2:00pm - 2:25pm
                    Plenary

                    Leadership Dialogue
                    [Tuesday March 12][Plenary][][Leadership Dialogue][Daniel Yergin]
                  • 2:25pm
                    Tuesday March 12
                    2:25pm - 2:35pm
                    Break

                    [Tuesday March 12][Break]
                  • 2:35pm
                    Tuesday March 12
                    2:35pm - 3:10pm
                    Plenary

                    The Future of Mobility
                      [Tuesday March 12][Plenary][][The Future of Mobility]
                    • 3:10pm
                      Tuesday March 12
                      3:10pm - 3:15pm
                      Break

                      [Tuesday March 12][Break]
                    • 3:15pm
                      Tuesday March 12
                      3:15pm - 4:00pm
                      Plenaries

                      Growth in Petrochemicals: Risks & opportunities
                      North American Shale: Taking on the world
                      [Tuesday March 12][Plenaries][][Growth in Petrochemicals: Risks & opportunities][David Witte][][North American Shale: Taking on the world][Daniel Yergin]
                    • 4:10pm
                      Tuesday March 12
                      4:10pm - 4:20pm
                      Break

                      [Tuesday March 12][Break]
                    • 4:10pm
                      Tuesday March 12
                      4:10pm - 4:55pm
                      Plenaries

                      Future of the Global Upstream
                      Ministerial Dialogue
                      [Tuesday March 12][Plenaries][][Future of the Global Upstream][Atul Arya][][Ministerial Dialogue][Carlos Pascual]
                    • 4:55pm
                      Tuesday March 12
                      4:55pm - 5:05pm
                      Break

                      [Tuesday March 12][Break]
                    • 5:05pm
                      Tuesday March 12
                      5:05pm - 5:45pm
                      Plenaries

                      Downstream: Competing through the cycles
                      Will Gas Be the Bridge Fuel?
                      [Tuesday March 12][Plenaries][][Downstream: Competing through the cycles][Kurt Barrow][][Will Gas Be the Bridge Fuel?][Atul Arya]
                    • 5:50pm
                      Tuesday March 12
                      5:50pm - 6:30pm
                      Expert Dialogues

                      More sessions will be added soon.

                      China’s Future Gas Supply: Competition for a growing market
                      Many global gas suppliers have been eyeing China as a prime destination for their gas. Indeed, in our outlook, China’s natural gas demand will grow roughly 100 Bcm every five years through 2030. Which gas supply sources will win the race to meet this growing demand? In this Expert Dialogue, IHS Markit gas experts will share their insights on the different factors affecting the future of gas supply to one of the world’s fastest growing gas markets.
                        Gas and Renewables: The role of gas as a bridge fuel?
                          Gas and Oil Inverse Relationship
                          Global Scenarios: Energy futures and carbon pathways
                          [Tuesday March 12][Expert Dialogues][][China’s Future Gas Supply: Competition for a growing market][][Gas and Renewables: The role of gas as a bridge fuel?][][Gas and Oil Inverse Relationship][Samuel Andrus][][Global Scenarios: Energy futures and carbon pathways][Susan Farrell]
                        • 6:30pm
                          Tuesday March 12
                          6:30pm - 7:30pm
                          Conference-wide Reception

                          [Tuesday March 12][Conference-wide Reception]
                        • 7:30pm
                          Tuesday March 12
                          7:30pm - 9:00pm
                          Dinner & Plenary

                          Dinner & Dialogue
                          [Tuesday March 12][Dinner & Plenary][][Dinner & Dialogue]
                        • 7:30am
                          Wednesday March 13
                          7:30am - 8:40am
                          Strategic Dialogues (Breakfast)

                          More sessions will be added soon.

                          • CCUS for EOR: What is the potential?
                          • Developing the Gas-to-Power and LNG Value Chain in Asia
                          • E&P Specialization in North America
                          • European Gas: Competition for markets
                          • Impact of LNG Exports on the North American Market
                          • New Applications for Gas: Marine, road transport
                          • LNG in the Southern Cone or Latin America
                          • Outlook for North American Gas Markets
                          • New Applications for Gas: Marine and road transport
                          • Renewables and Gas Integration: Is there an efficient frontier?

                          Domestic Gas Pricing in Asia: How to accommodate new supply?
                          Governments across Asia are looking at natural gas as a prime candidate to help address the local pollution and climate change issues. However, gas remains a premium fuel over the traditional fuel—coal—in many of these markets. As a result, it remains a challenging task to maintain domestic gas pricing at a level low enough to support demand growth but high enough to attract new supply. What are the potential pathways for domestic gas pricing in Asia to balance demand affordability with supply availability?
                            [Wednesday March 13][Strategic Dialogues (Breakfast)][][Domestic Gas Pricing in Asia: How to accommodate new supply?]
                          • 11:30am
                            Wednesday March 13
                            11:30am - 12:30pm
                            Strategic Dialogues

                            • The Shift to LNG Trading
                            • The Competitiveness of LNG: Costs and innovation
                            • Climate Change Implications for Energy Investment
                            • Options for Backup: Enabling renewable power
                            • Seeking Producer and Buyer Alignment
                            • How Will LNG Infrastructure Be Financed?
                            • Development in the Arctic: Opportunities & challenges

                            [Wednesday March 13][Strategic Dialogues]
                          • 7:30am
                            Thursday March 14
                            7:30am
                            Thursday Sessions

                            Stay tuned. Thursday sessions will be added soon.

                            [Thursday March 14][Thursday Sessions]
                          • 7:30am
                            Friday March 15
                            7:30am
                            Friday Sessions

                            Stay tuned. Friday sessions will be added soon.

                            [Friday March 15][Friday Sessions]