2021 Agenda

Monday
1 March

• 7:00am - 7:30am (CST) / 01/mar/2021 01:00 pm - 01/mar/2021 01:30 pm

  Agora Studio

  Agora Studio: What Happens to Mobility in the Post-pandemic World?

  Transportation & Mobility

  Last year the global pandemic caused chaos throughout the nascent mobility sector, but this year the sentiment is more positive due to the availability of numerous vaccines. This provides an opportunity for our expert panel to explore how mobility in a post-pandemic world could evolve. What roles could the many stakeholders play? How technology and/or policy could potentially create a new clean, smart city of the future? How critical will be the role of the smart city? Will society ultimately move from a “car-centric” to a “human-centric” city? 

  • Chair:
  • Tom De Vleesschauwer Vice President, Automotive IHS Markit
  • Speakers:
  • Matt Carpenter Chief Executive Officer Dealerware
  • Nadeem Sheikh Vice President, Self-Driving Vehicle Programs Lyft
  • Mark Thomas Vice President, Marketing and Alliances Ridecell
  ["Agora Studio: What Happens to Mobility in the Post-pandemic World?", "Tom De Vleesschauwer", "Matt Carpenter", "Nadeem Sheikh", "Mark Thomas", "Transportation & Mobility", "Panel", "Agora Studio", "Agora"]

• 7:30am - 8:00am (CST) / 01/mar/2021 01:30 pm - 01/mar/2021 02:00 pm

  Agora Studio

  Agora Studio: Nature-based Solutions: Answer to carbon mitigation?

  Energy Transition/Climate & Sustainability Decarbonization Pathways

  The energy transition is putting companies under intense pressure to reduce carbon emissions, so many players are looking for innovative ways to cut back on their businesses’ emissions. Natural solutions, including innovative shifts in reforestation, agricultural practice, and mangrove conservation, are helping to mitigate carbon footprints from energy production and consumption, while promoting a healthy, biodiverse ecosystem. What is the carbon-mitigation potential and cost? How do nature-based solutions connect to new climate policy targets to achieve net zero emissions? How can energy companies develop nature-based, non-energy assets?

  • Chair:
  • Julia Hand Product Manager, Negative Emissions Technologies & Nature-Based Solutions, Climate & Sustainability Practice IHS Markit
  • Speakers:
  • Allister Furey Chief Executive Officer Sylvera
  • David Victor Co-Director, Deep Decarbonization Initiative University of California, San Diego (UCSD)
  ["Agora Studio: Nature-based Solutions: Answer to carbon mitigation?", "Julia Hand", "Allister Furey", "David Victor", "Energy Transition/ Climate & Sustainability", "Decarbonization Pathways", "Panel", "Agora Studio", "Agora"]

• 7:30am - 8:00am (CST) / 01/mar/2021 01:30 pm - 01/mar/2021 02:00 pm

  Strategic Dialogue

  Oil, Gas & Finance: Filling the capital gap

  Downstream/Midstream/Chemicals Upstream Oil & Gas Finance & Investment/Trading & Risk Management Gas & LNG

  Despite ranking as one of the most capital-intensive industries in the world, oil and gas has not had problems accessing adequate investment. That situation began to change in recent years, and in 2021 and beyond, the "quadruple whammy" of recent low returns, ESG pressures, Energy Transition concerns, and weak fundamentals threatens to drive investment down. What are some of the issues around the availability and cost of capital? What are investors demanding in terms of risks and returns in the world's largest commodity?

  • Chair:
  • Raoul LeBlanc Vice President, North American Unconventionals IHS Markit
  • Moderator:
  • Brian Singer Head of Americas Energy and Utilities Business Unit Goldman Sachs
  • Speakers:
  • Bob Maguire Managing Director - Partner Carlyle International Energy Partners
  • William Marko Managing Director, Energy Investment Banking Group Jefferies
  ["Oil, Gas & Finance: Filling the capital gap", "Raoul LeBlanc", "Brian Singer", "Bob Maguire", "William Marko", "Downstream/ Midstream/ Chemicals", "Upstream Oil & Gas", "Finance & Investment/ Trading & Risk Management", "Gas & LNG", "Panel", "Strategic Dialogue", "Executive Conference"]

• 7:30am - 8:00am (CST) / 01/mar/2021 01:30 pm - 01/mar/2021 02:00 pm

  Strategic Dialogue

  Evolution of the Upstream Business Model

  Markets/Economics/Strategy Upstream Oil & Gas

  With sweeping changes occurring across the oil and gas sector, how does the Upstream business model evolve in a market looking for higher returns and lower carbon? What will the Upstream portfolios of the future look like and how does the industry get there? What are some of the diverging strategies we see unfolding across the sector, the potential for consolidation, and implications on the on long-term strategic positioning of industry peers?

  • Chair:
  • Dan Pratt Executive Director, Upstream IHS Markit
  • Speakers:
  • Al Cook EVP, Development & Production International (DPI) Equinor ASA
  • Adokiye Tombomieye Chief Operating Officer, Upstream Nigerian National Petroleum Corporation
  • Armando Zamora President National Hydrocarbons Agency (ANH)
  ["Evolution of the Upstream Business Model", "Dan Pratt", "Al Cook", "Adokiye Tombomieye", "Armando Zamora", "Markets/ Economics/ Strategy", "Upstream Oil & Gas", "Panel", "Strategic Dialogue", "Executive Conference"]

• 7:30am - 8:00am (CST) / 01/mar/2021 01:30 pm - 01/mar/2021 02:00 pm

  Strategic Dialogue

  CCUS Emerging Business Models

  Clean Tech Innovation & Technology Upstream Oil & Gas

  Carbon Capture Utilization and Storage (CCUS) is seen as playing a vital role in all decarbonization scenarios. Yet, CCUS as an answer to climate change is at a nascent stage: for example, in the United States, most CO2­ for CCUS comes from natural rather than anthropogenic sources. While there is certainly great potential for large-scale implementation of CCUS, many challenges still need to be overcome for this to happen. Today, the technological, competitive, and regulatory landscape is rapidly evolving.

  • Chair:
  • Eleonor Kramarz Consulting Executive Director IHS Markit
  • Speakers:
  • J.R. Rickertsen Managing Director, Energy Corporate Banking BofA Securities, Inc
  • Adam Sieminski President King Abdullah Petroleum Studies and Research Center
  • Robert Zeller Vice President, Technology, Oxy Low Carbon Ventures Occidental
  ["CCUS Emerging Business Models", "Eleonor Kramarz", "J.R. Rickertsen", "Adam Sieminski", "Robert Zeller", "Clean Tech", "Innovation & Technology", "Upstream Oil & Gas", "Panel", "Strategic Dialogue", "Executive Conference"]

• 8:00am - 8:45am (CST) / 01/mar/2021 02:00 pm - 01/mar/2021 02:45 pm

  Plenary

  Welcome Remarks & Special Dialogue with Bill Gates

  Markets/Economics/Strategy Innovation & Technology Geopolitics/Policy/Regulatory

  The co-chair of the Bill & Melinda Gates Foundation and founder of Breakthrough Energy discusses his new book "How to Avoid a Climate Disaster." Drawing on his decades of work in science, technology, and humanitarian aid, Bill Gates offers insights into the breakthrough technologies and pipelines of innovation to address the climate challenge. 

  • Chair:
  • Daniel Yergin Author "The New Map" Vice Chairman, IHS Markit
  • Speaker:
  • Bill Gates Co-Chair of the Bill & Melinda Gates Foundation and Founder of Breakthrough Energy Bill & Melinda Gates Foundation and Breakthrough Energy
  ["Welcome Remarks & Special Dialogue with Bill Gates", "Daniel Yergin", "Bill Gates", "Markets/ Economics/ Strategy", "Innovation & Technology", "Geopolitics/ Policy/ Regulatory", "Plenary", "Executive Conference"]

• 8:15am - 8:35am (CST) / 01/mar/2021 02:15 pm - 01/mar/2021 02:35 pm

  Agora Pod

  Revolutionizing Human Decision with AI & Digitization

  Digitalization Innovation & Technology

  • Speaker:
  • Yonatan Hagos Chief Product Officer Beyond Limits
  ["Revolutionizing Human Decision with AI & Digitization", "Yonatan Hagos", "Digitalization", "Innovation & Technology", "Presentation", "Agora Pod", "Agora"]

• 8:15am - 8:45am (CST) / 01/mar/2021 02:15 pm - 01/mar/2021 02:45 pm

  Lyceum Lab

  Intelligence for Tomorrow: How AI & ML are transforming industrial operations – and it’s only the beginning

  Digitalization Innovation & Technology

  We hear about artificial intelligence (AI) all the time, but how soon will it be standard practice for the process industry? And how can companies operationalize its value today? Drawing on lessons from smart factories, discover how AI is transforming information to elevate human insight and enable your teams to engineer smarter, operate better, and deliver sustainable operations. With integrated tools like predictive and prescriptive analytics combined with rich digital twin technology, you can seamlessly visualize and drive optimized asset performance, enhanced safety, and maximize profitability of your business. Smart, autonomous assets are no longer a distant vision, and it’s never been easier to implement asset performance and optimize efficiency. 

  • Speaker:
  • Kim Custeau Head, Asset Performance Management Business Unit AVEVA
  ["Intelligence for Tomorrow: How AI & ML are transforming industrial operations – and it’s only the beginning", "Kim Custeau", "Digitalization", "Innovation & Technology", "Workshop", "Lyceum Lab", "Lyceum"]

• 8:40am - 9:00am (CST) / 01/mar/2021 02:40 pm - 01/mar/2021 03:00 pm

  Agora Pod

  ClearFlame Engine Technologies: The fastest, most cost-effective path to heavy-duty decarbonization

  Innovation & Technology Decarbonization Pathways

  • Speaker:
  • BJ Johnson Co-Founder & Chief Executive Officer ClearFlame Engines
  ["ClearFlame Engine Technologies: The fastest, most cost-effective path to heavy-duty decarbonization", "BJ Johnson", "Innovation & Technology", "Decarbonization Pathways", "Presentation", "Agora Pod", "Agora"]

• 8:50am - 9:20am (CST) / 01/mar/2021 02:50 pm - 01/mar/2021 03:20 pm

  Plenary

  Reinventing Energy

  Digitalization Innovation & Technology Energy Transition/Climate & Sustainability

  The energy transition, in combination with digitalization, is driving companies to reinvent themselves and to transform traditional business models. The response to the pandemic has accelerated this. Achieving low-carbon objectives will require partnerships and new ways of thinking. How are energy and digital technology players teaming up to deliver lower-carbon solutions? What learnings and synergies are they generating to reinvent the way that energy is produced and consumed in the future?  

  • Chair:
  • Daniel Yergin Author "The New Map" Vice Chairman, IHS Markit
  • Speakers:
  • Andy Jassy Chief Executive Officer Amazon Web Services (AWS)
  • Bernard Looney Group chief executive bp p.l.c.
  ["Reinventing Energy", "Daniel Yergin", "Andy Jassy", "Bernard Looney", "Digitalization", "Innovation & Technology", "Energy Transition/ Climate & Sustainability", "Panel", "Plenary", "Executive Conference"]

• 9:00am - 9:30am (CST) / 01/mar/2021 03:00 pm - 01/mar/2021 03:30 pm

  Lyceum Lab

  Transforming Production Operations Through Cloud-based Production Monitoring & Surveillance on AWS (with bpx)

  Digitalization Innovation & Technology

  • Speakers:
  • Sid Bhattacharya Worldwide Head of Solutions, Energy Amazon Web Services (AWS)
  • Hank Hendrickson Cloud and Hosted Infrastructure Lead Architect BPX Energy
  ["Transforming Production Operations Through Cloud-based Production Monitoring & Surveillance on AWS (with bpx)", "Sid Bhattacharya", "Hank Hendrickson", "Digitalization", "Innovation & Technology", "Workshop", "Lyceum Lab", "Lyceum"]

• 9:30am - 10:00am (CST) / 01/mar/2021 03:30 pm - 01/mar/2021 04:00 pm

  Plenary

  What Are the Fuels of the Future?

  Markets/Economics/Strategy Energy Transition/Climate & Sustainability

  Energy transition requires a changeover to new technologies and new infrastructure, and especially to new fuels. Today’s most widely used transportation fuels—gasoline, diesel, and other oil-based fuels—are successful because of high energy density, affordability, and infrastructure such as service stations for automobiles. What are the fuels of the future? Many climate scenarios assume “electrification of everything.” Even if we had abundant supplies of green power, is this feasible? What are the future roles for LNG and biofuels? And then there is hydrogen—whether green, blue, or gray. Which of these are truly fuels of the future? And what will it take for them to displace the fuels of today?

  • Chair:
  • Atul Arya Senior Vice President & Chief Energy Strategist IHS Markit
  • Speakers:
  • Jack Fusco President & Chief Executive Officer Cheniere Energy
  • Tetsuhiro Hosono Chairman & Chief Executive Officer JOGMEC
  • Michael Stoppard Chief Strategist, Global Gas, Energy; CERAWeek Vice Chair IHS Markit
  ["What Are the Fuels of the Future?", "Atul Arya", "Jack Fusco", "Tetsuhiro Hosono", "Michael Stoppard", "Markets/ Economics/ Strategy", "Energy Transition/ Climate & Sustainability", "Panel", "Plenary", "Executive Conference"]

• 9:30am - 9:50am (CST) / 01/mar/2021 03:30 pm - 01/mar/2021 03:50 pm

  Agora Pod

  Dragos Technology: Safeguarding civilization through cyber security

  Digitalization Innovation & Technology

  Rob Lee, CEO & Co-Founder of Dragos, Inc., discusses the importance of Industrial Control System (ICS/OT) cybersecurity. ICS cybersecurity is critical for the safety and reliability of modern industrial and energy infrastructure. 

  • Speaker:
  • Robert M. Lee Chief Executive Officer & Co-Founder Dragos, Inc.
  ["Dragos Technology: Safeguarding civilization through cyber security", "Robert M. Lee", "Digitalization", "Innovation & Technology", "Presentation", "Agora Pod", "Agora"]

• 9:30am - 10:00am (CST) / 01/mar/2021 03:30 pm - 01/mar/2021 04:00 pm

  Plenary

  Investing in the Energy Future

  Finance & Investment/Trading & Risk Management Energy Transition/Climate & Sustainability

  In the past two years, decapitalization of the oil and gas industry has accelerated, as investors are reckoning with a cyclical downturn and a structural shift toward a new business model for companies to generate returns that meet the needs of shareholders. This cyclical downturn is compounded by longer-term structural challenge posed by the rise of climate risk and the race for green investing. Pledges of net-zero emissions have been made by virtually all the major economies, so companies, investors, and financial regulators are looking to overhaul the energy system in the next 20 years. What issues are at the crossroad between finance and companies’ strategies in the effort to deliver a sustainable energy system?

  • Chair:
  • Roger Diwan Vice President, Financial Services IHS Markit
  • Speakers:
  • John Hess Chief Executive Officer Hess Corporation
  • Maynard Holt Chief Executive Officer Tudor, Pickering, Holt & Co.
  • Marcel van Poecke Head of Carlyle International Energy Fund Carlyle International Energy Partners (CIEP)
  ["Investing in the Energy Future", "Roger Diwan", "John Hess", "Maynard Holt", "Marcel van Poecke", "Finance & Investment/ Trading & Risk Management", "Energy Transition/ Climate & Sustainability", "Panel", "Plenary", "Executive Conference"]

• 10:00am - 10:30am (CST) / 01/mar/2021 04:00 pm - 01/mar/2021 04:30 pm

  Lyceum Lab

  Faster, Cost-effective, Renewable Energy Development through Transition & Leveraging Technology

  Power & Renewables Innovation & Technology

  During this Lyceum session, Group CEO Mary Quaney will set out how Mainstream Renewable Power is delivering its vision of a world electrified by renewable energy. Mary will share her views on the global energy transition away from hydrocarbons toward renewable power, and the impact of technology in delivering low-cost, reliable, and “firm” renewable energy that is turning traditional energy business models on their head. As incumbents and their investors navigate the existential balance sheet risks of climate change, stranded assets, and valueless inventories, how are the energy businesses of the twenty-first century creating value, providing clean power, and protecting the environment?

  • Speaker:
  • Mary Quaney Group Chief Executive Officer Mainstream Renewable Power
  ["Faster, Cost-effective, Renewable Energy Development through Transition & Leveraging Technology", "Mary Quaney", "Power & Renewables", "Innovation & Technology", "Workshop", "Lyceum Lab", "Agora"]

• 10:00am - 10:20am (CST) / 01/mar/2021 04:00 pm - 01/mar/2021 04:20 pm

  Agora Pod

  Championing Carbon Reduction: The Acorn CCS Project

  Innovation & Technology Decarbonization Pathways

  This pod will feature the Acorn CCS, a low-cost, low-risk, carbon capture and storage project that provides CO2 mitigation infrastructure essential for meeting the Scottish and UK Government Net Zero targets.
  ["Championing Carbon Reduction: The Acorn CCS Project", "Innovation & Technology", "Decarbonization Pathways", "Presentation", "Agora Pod", "Agora"]

• 10:05am - 10:35am (CST) / 01/mar/2021 04:05 pm - 01/mar/2021 04:35 pm

  Plenary

  The Geopolitics of The New Map

  Geopolitics/Policy/Regulatory

  The United States seeks to move from polarization to internal unity and global leadership. Europe has launched itself to become the first net-zero continent. China has staked out an assertive role in setting the rules of trade and patterns of security in Asia. Iran has accelerated its nuclear and ballistic missile programs. Russia could become a kingmaker or spoiler everywhere. What will top the Biden administration’s agenda? Is multilateralism a viable path to stability or an eclipsed force?  

  • Chair:
  • Carlos Pascual Senior Vice President, Global Energy IHS Markit
  • Speakers:
  • Jason Bordoff Professor of Professional Practice in International & Public Affairs and Founding Director, Center on Global Energy Policy Columbia University
  • Meghan O'Sullivan Chair of the North American Group of the Trilateral Commission Jeane Kirkpatrick Professor of the Practice of International Affairs, Director of the Geopolitics of Energy Project, Harvard University’s Kennedy School
  • Angela Stent Author of Putin’s World: Russia Against the West and with the Rest Director, Center for Eurasian, Russian and East European Studies at Georgetown University
  ["The Geopolitics of The New Map", "Carlos Pascual", "Jason Bordoff", "Meghan O'Sullivan", "Angela Stent", "Geopolitics/ Policy/ Regulatory", "Panel", "Plenary", "Executive Conference"]

• 10:05am - 10:35am (CST) / 01/mar/2021 04:05 pm - 01/mar/2021 04:35 pm

  Plenary

  Energy Industry Post-pandemic: New directions?

  Markets/Economics/Strategy Power & Renewables Upstream Oil & Gas

  While nearly all segments of the economy have been negatively impacted by the pandemic, the oil and gas industry has been especially hard hit. On the other hand, we have also learned valuable lessons that may be helpful in addressing other challenges. The past year has also seen strong momentum on climate ambitions with many countries and corporations announcing net-zero targets. The pandemic has created enthusiasm for “building back better” as we recover from this crisis. The EU has approved a $500 billion-plus green stimulus spending package and the Biden administration also has plans to use infrastructure investment for both economic stimulus and climate policy. How sharply will the demand for fossil fuels rebound? How green will the recovery be? What is the medium-term outlook for energy demand and emissions growth? How will the oil and gas industry change?  

  • Chair:
  • Atul Arya Senior Vice President & Chief Energy Strategist IHS Markit
  • Speakers:
  • Christian Bruch President & Chief Executive Officer Siemens Energy AG
  • Øyvind Eriksen President & Chief Executive Officer Aker ASA
  • Josu Jon Imaz Chief Executive Officer Repsol
  ["Energy Industry Post-pandemic: New directions?", "Atul Arya", "Christian Bruch", "Øyvind Eriksen", "Josu Jon Imaz", "Markets/ Economics/ Strategy", "Power & Renewables", "Upstream Oil & Gas", "Panel", "Plenary", "Executive Conference"]

• 10:30am - 11:00am (CST) / 01/mar/2021 04:30 pm - 01/mar/2021 05:00 pm

  Voices of Innovation

  Voices of Innovation: Lorenzo Simonelli

  Innovation & Technology

  • Chair:
  • Atul Arya Senior Vice President & Chief Energy Strategist IHS Markit
  • Speaker:
  • Lorenzo Simonelli Chairman, President & CEO Baker Hughes
  ["Voices of Innovation: Lorenzo Simonelli", "Atul Arya", "Lorenzo Simonelli", "Innovation & Technology", "Interview", "Voices of Innovation", "Agora"]

• 10:50am - 11:10am (CST) / 01/mar/2021 04:50 pm - 01/mar/2021 05:10 pm

  Plenary

  Leadership Dialogue with H.E. Iván Duque Márquez

  Geopolitics/Policy/Regulatory

  A conversation with President Iván Duque Márquez of Colombia to explore his vision for the country’s energy future, economic resilience, regional stability, and innovation. 

  • Commentator:
  • Daniel Yergin Author "The New Map" Vice Chairman, IHS Markit
  • Speaker:
  • Hon. Iván Duque Márquez President Republic of Colombia
  ["Leadership Dialogue with H.E. Iván Duque Márquez", "Daniel Yergin", "Hon. Iván Duque Márquez", "Geopolitics/ Policy/ Regulatory", "Interview", "Plenary", "Executive Conference"]

• 11:00am - 11:20am (CST) / 01/mar/2021 05:00 pm - 01/mar/2021 05:20 pm

  Agora Pod

  Innovating for the Future of Carbon Transport & Storage with Northern Lights

  Innovation & Technology Decarbonization Pathways

  With the catastrophic effects of climate change knocking at the world’s door, urgent action is needed. Countries and industries are coming together to create economic models to address today’s challenges while providing more sustainable opportunities for growth. After years of underinvestment, momentum is building, and significant capital being committed to CCUS. This momentum is driven by a combination of factors: strengthened climate commitments, increased government support, technology advances, and stronger investment incentives. CCUS is a critical tool to reduce CO2 emissions and the EIA estimates that CCUS can help to abate 600 billion tons of CO2 over the next 50 years. 

  • Speaker:
  • Shahzad Rana National Technology Officer Microsoft Norway
  ["Innovating for the Future of Carbon Transport & Storage with Northern Lights", "Shahzad Rana", "Innovation & Technology", "Decarbonization Pathways", "Presentation", "Agora Pod", "Agora"]

• 11:00am - 11:30am (CST) / 01/mar/2021 05:00 pm - 01/mar/2021 05:30 pm

  Voices of Innovation

  Voices of Innovation: Maria Zuber

  Innovation & Technology

  • Commentator:
  • Antonia Bullard Senior Associate IHS Markit
  • Speaker:
  • Maria Zuber Vice President for Research & E. A. Griswold Professor of Geophysics MIT
  ["Voices of Innovation: Maria Zuber", "Antonia Bullard", "Maria Zuber", "Innovation & Technology", "Interview", "Voices of Innovation", "Agora"]

• 11:15am - 11:45am (CST) / 01/mar/2021 05:15 pm - 01/mar/2021 05:45 pm

  Plenary

  New Strategies for the New Era

  Markets/Economics/Strategy Geopolitics/Policy/Regulatory Energy Transition/Climate & Sustainability

  Meeting the ambitious goals of international climate agreements will require new strategies and innovative partnerships. Business models are being reimagined, new markets penetrated, new alliances formed with nontraditional partners. What are the opportunities for cross-industry collaboration? What are the pathways to decarbonize hard-to-abate sectors such as air travel? How are global companies balancing the climate agenda and responding to growing market demands?  

  • Chair:
  • Daniel Yergin Author "The New Map" Vice Chairman, IHS Markit
  • Moderator:
  • Scott Kirby Chief Executive Officer United Airlines
  • Speaker:
  • Ben van Beurden Chief Executive Officer Royal Dutch Shell plc
  ["New Strategies for the New Era", "Daniel Yergin", "Scott Kirby", "Ben van Beurden", "Markets/ Economics/ Strategy", "Geopolitics/ Policy/ Regulatory", "Energy Transition/ Climate & Sustainability", "Panel", "Plenary", "Executive Conference"]

• 11:30am - 12:00pm (CST) / 01/mar/2021 05:30 pm - 01/mar/2021 06:00 pm

  Voices of Innovation

  Voices of Innovation: Jon Hirschtik

  Innovation & Technology

  • Chair:
  • James Rosenfield Senior Vice President IHS Markit, CERAWeek Co-Chairman IHS Markit
  • Speaker:
  • Jon Hirschtick General Manager, Onshape and Atlas PTC
  ["Voices of Innovation: Jon Hirschtik", "James Rosenfield", "Jon Hirschtick", "Innovation & Technology", "Interview", "Voices of Innovation", "Agora"]

• 11:50am - 12:20pm (CST) / 01/mar/2021 05:50 pm - 01/mar/2021 06:20 pm

  Plenary

  Oil & Gas: What kind of recovery?

  Markets/Economics/Strategy Downstream/Midstream/Chemicals Upstream Oil & Gas Finance & Investment/Trading & Risk Management

  The COVID pandemic collapsed oil and gas demand in 2020, and some believe that energy transition and ESG financial pressures may challenge future demand. Oil and gas producers globally are racing to reduce costs and emissions. Still, investors have fled from hydrocarbon assets, and sustained low investment could constrain supply capacity to meet demand. What are the implications for price swings, investment patterns and company strategies? Will the financial sector shape the future of this recovery?

  • Chair:
  • Carlos Pascual Senior Vice President, Global Energy IHS Markit
  • Speakers:
  • H.E. Mohammad Sanusi Barkindo Secretary General Organization of the Petroleum Exporting Countries (OPEC)
  • Jeff Currie Global Head of Commodities Research, Global Investment Research (GIR) Goldman Sachs
  • S.M. Vaidya Chairman Indian Oil Corporation Ltd. (IOCL)
  ["Oil & Gas: What kind of recovery?", "Carlos Pascual", "H.E. Mohammad Sanusi Barkindo", "Jeff Currie", "S.M. Vaidya", "Markets/ Economics/ Strategy", "Downstream/ Midstream/ Chemicals", "Upstream Oil & Gas", "Finance & Investment/ Trading & Risk Management", "Panel", "Plenary", "Executive Conference"]

• 11:50am - 12:20pm (CST) / 01/mar/2021 05:50 pm - 01/mar/2021 06:20 pm

  Plenary

  ESG: What should be the metrics?

  Markets/Economics/Strategy Finance & Investment/Trading & Risk Management Energy Transition/Climate & Sustainability

  The momentum for ESG investing has accelerated, with “Environmental” often identified as the most important element within ESG. Some financial regulators are mandating that institutions consider the physical and transition risks of climate change in their stress testing and asset valuations. This means that companies, in turn, are increasingly being asked for “consistent, comparable, and reliable” ESG metrics. But at present, no single and consistent set of metrics, definitions, and reporting frameworks is in place. Which ESG factors materially affect long-term company performance? What metrics can be trusted? Which can meaningfully be compared between companies and sectors? Should investors care only about drivers of future company value, or should they worry about how companies impact global sustainable development? What is the role of financial institutions and financial regulators in fighting climate change?

  • Chair:
  • Atul Arya Senior Vice President & Chief Energy Strategist IHS Markit
  • Speakers:
  • Giulia Chierchia Executive vice president, strategy & sustainability bp p.l.c.
  • Allison Herren Lee Acting Chair United States Securities and Exchange Commission
  • Lydie Hudson Chief Executive Officer Sustainability, Research and Investment Solutions (SRI) Credit Suisse
  ["ESG: What should be the metrics?", "Atul Arya", "Giulia Chierchia", "Allison Herren Lee", "Lydie Hudson", "Markets/ Economics/ Strategy", "Finance & Investment/ Trading & Risk Management", "Energy Transition/ Climate & Sustainability", "Panel", "Plenary", "Executive Conference"]

• 12:00pm - 12:30pm (CST) / 01/mar/2021 06:00 pm - 01/mar/2021 06:30 pm

  Agora Studio

  Agora Studio: CCUS: Can it scale?

  Energy Transition/Climate & Sustainability Decarbonization Pathways

  CCUS is a critical tool for deep decarbonization of the global economy. With only 21 industrial-scale projects deployed in the world, the technology needs wider use to significantly assist climate change mandates. Improvements are needed to scale up and reduce CCUS costs—from policy reforms and financial incentives, infrastructure development, and technology R&D to cost reduction of capture, compression and transport, use, and storage, as well as stakeholder education to build confidence to deploy and operate it. What is the outlook for technological innovation to change the game on CCUS? Where should policy makers direct their efforts to accelerate scaling it up? Who are the other key players needed to ensure progress? What role should the oil and gas industry play? 

  • Chair:
  • David Vaucher Associate Director, Upstream Cost & Technology IHS Markit
  • Speakers:
  • Prof. Dr. Nasir Darman Chief Technology Officer PETRONAS
  • Michele Fiorentino EVP, Strategy & Business Development Baker Hughes
  • Howard Herzog Senior Research Engineer MIT Energy Initiative
  ["Agora Studio: CCUS: Can it scale?", "David Vaucher", "Prof. Dr. Nasir Darman", "Michele Fiorentino", "Howard Herzog", "Energy Transition/ Climate & Sustainability", "Decarbonization Pathways", "Panel", "Agora Studio", "Agora"]

• 12:30pm - 1:00pm (CST) / 01/mar/2021 06:30 pm - 01/mar/2021 07:00 pm

  Plenary

  How Governments & Businesses Align on Net Zero

  Markets/Economics/Strategy Clean Tech Geopolitics/Policy/Regulatory Energy Transition/Climate & Sustainability Decarbonization Pathways

  The European Union is the first regional body to commit itself to net-zero emissions by 2050. Globally, two thirds of the world’s emissions are in countries committed to net zero. Governments will shape the policies, laws, and regulations that drive investment and business strategies. Companies will drive innovation, technology, and investments that make net zero a reality. This discussion with government and industry leaders will foreshadow the challenges and opportunities for aligning interests. 

  • Chair:
  • Carlos Pascual Senior Vice President, Global Energy IHS Markit
  • Speakers:
  • Anders Opedal President & Chief Executive Officer Equinor
  • Kadri Simson Commissioner for Energy and Represents the European Commission European Commission for Energy
  • Jean-Pascal Tricoire Chairman & Chief Executive Officer Schneider Electric
  ["How Governments & Businesses Align on Net Zero", "Carlos Pascual", "Anders Opedal", "Kadri Simson", "Jean-Pascal Tricoire", "Markets/ Economics/ Strategy", "Clean Tech", "Geopolitics/ Policy/ Regulatory", "Energy Transition/ Climate & Sustainability", "Decarbonization Pathways", "Panel", "Plenary", "Executive Conference"]

• 12:30pm - 1:00pm (CST) / 01/mar/2021 06:30 pm - 01/mar/2021 07:00 pm

  Agora Studio

  Agora Studio: Next-generation Biofuels

  Power & Renewables Clean Tech Energy Transition/Climate & Sustainability

  Next-generation biofuels continue to be the holy grail of the renewables sector. Despite broad political support for producing transportation fuels and reducing GHG by using waste products, progress has been patchy, and today there is still no large-scale plant in operation. Recently, the outlook for the sector has improved as Asian companies join the well-established market players in Europe and the Americas. What is the current state of play in NextGen biofuels? What are the stumbling blocks to market maturity? What will drive growth in the future? Can NextGen’s life cycle and economics beat conventional biofuels’? 

  • Chair:
  • Christoph Berg Managing Director, F.O. Licht GmbH, Agribusiness Intelligence, Energy & Natural Resources IHS Markit
  • Speakers:
  • Jayant Godbole President & Director PRAJ Americas, Inc.
  • Jennifer Holmgren Chief Executive Officer LanzaTech
  • Andrea Redford Chief Business Development Officer Enerkem
  ["Agora Studio: Next-generation Biofuels", "Christoph Berg", "Jayant Godbole", "Jennifer Holmgren", "Andrea Redford", "Power & Renewables", "Clean Tech", "Energy Transition/ Climate & Sustainability", "Panel", "Agora Studio", "Agora"]

• 12:30pm - 1:00pm (CST) / 01/mar/2021 06:30 pm - 01/mar/2021 07:00 pm

  Plenary

  Back to Work: How the global economy recovers

  Markets/Economics/Strategy

  2021 marks the beginning of recovery. This plenary will discuss “back to work” in the broadest national and international sense. What are the changes in public policy, consumer behavior, and investment drivers? How will we address global discrepancies, those who might be left out, and the challenges for employment? What are the investment opportunities and risks? The world will not go back, but where is it going to? 

  • Chair:
  • Susan Farrell Vice President, Energy-Wide Perspectives IHS Markit
  • Speakers:
  • Ambassador Susan C. Schwab Former U.S. Trade Representative Strategic Advisor, Mayer Brown LLP; Professor Emerita, University of Maryland
  • Andrew Sheets Managing Director & Head of Cross-Asset Strategy Morgan Stanley
  • Jason Thomas Managing Director & Head of Global Research The Carlyle Group
  ["Back to Work: How the global economy recovers", "Susan Farrell", "Ambassador Susan C. Schwab", "Andrew Sheets", "Jason Thomas", "Markets/ Economics/ Strategy", "Panel", "Plenary", "Executive Conference"]

• 12:30pm - 12:50pm (CST) / 01/mar/2021 06:30 pm - 01/mar/2021 06:50 pm

  Agora Pod

  Methane Emissions Tracking Through AI & Methane-sensing Technologies

  Digitalization Innovation & Technology Decarbonization Pathways

  Methane has a climate-warming effect 30-80 times that of CO2. The oil and gas industry is a significant source of methane leaks, which are difficult and expensive to track. Tightening regulations for methane leaks, along with pressure from increasingly influential ESG investment trends are driving a renewed effort to more accurately and quickly detect fugitive methane emissions. With several new methane-sensing technologies, from IoT sensors to satellites, emerging, these options may also fragment a company’s methane-detection program and datasets. Microsoft’s Azure Global Energy team is working with partners on Azure data integration and AI platform capabilities to allow methane programs to leverage multiple emerging methane data sources to more accurately track and prevent methane leaks.

  • Speaker:
  • Conor Kelly Sustainability Technology Lead, Azure Global Microsoft Corporation
  ["Methane Emissions Tracking Through AI & Methane-sensing Technologies", "Conor Kelly", "Digitalization", "Innovation & Technology", "Decarbonization Pathways", "Presentation", "Agora Pod", "Agora"]

• 12:30pm - 12:50pm (CST) / 01/mar/2021 06:30 pm - 01/mar/2021 06:50 pm

  Agora Pod

  Convergence of AI & lloT: Accelerate your industrial digital transformation

  Digitalization Innovation & Technology

  Bill Scudder, Senior Vice President and GM of AIoT Solutions at Aspen Technology, discusses the convergence of AI and IIoT into a new paradigm: The Artificial Intelligence of Things or AIoT. He describes how a variety of market forces are putting increased pressure on operators to improve their operational efficiency. These forces include economic, sustainability, workforce, and technology. He illustrates how industrial AI is defined by three domains, software at scale, data science/AI, and domain expertise, and that, to be successful, industrial AI solutions need to encompass all three domains. Finally, Bill introduces us to the vision of the Self-Optimizing Plant and the necessity for a robust industrial AI infrastructure to support it, which AspenTech calls the AIoT Hub. 

  • Speaker:
  • Bill Scudder Senior Vice President & General Manager, AIoT Solutions AspenTech
  ["Convergence of AI & lloT: Accelerate your industrial digital transformation", "Bill Scudder", "Digitalization", "Innovation & Technology", "Presentation", "Agora Pod", "Agora"]

• 1:00pm - 1:30pm (CST) / 01/mar/2021 07:00 pm - 01/mar/2021 07:30 pm

  Agora Studio

  Agora Studio: New Horizons for Energy & Climate Research

  Innovation & Technology Energy Transition/Climate & Sustainability

  The COVID-19 pandemic has made vivid and real the risks of an uncontrolled virus. Risks posed by climate change are also becoming more palpable every day. At the forefront of understanding these risks, universities are developing solutions by connecting science, engineering, business, and public policy disciplines. Along with industry and governments, universities are critical to developing affordable and sustainable solutions to meet the world’s energy needs and achieve net-zero emission goals. Can the dual challenge of more energy and lower emissions be met? What is some of the most promising energy and climate research at universities? Beyond research, what are the roles and responsibilities of universities in the energy transition?

  • Chair:
  • Atul Arya Senior Vice President & Chief Energy Strategist IHS Markit
  • Speakers:
  • Robert Armstrong Chevron Professor of Chemical Engineering, MIT Director, MIT Energy Initiative
  • Yi Cui Director of Precourt Institute for Energy , Professor of Materials Science and Engineering Stanford University
  • Kenneth B. Medlock, III James A. Baker, III, and Susan G. Baker Fellow in Energy and Resource Economics, Baker Institute and Senior Director, Center for Energy Studies Rice University
  ["Agora Studio: New Horizons for Energy & Climate Research", "Atul Arya", "Robert Armstrong", "Yi Cui", "Kenneth B. Medlock, III", "Innovation & Technology", "Energy Transition/ Climate & Sustainability", "Panel", "Agora Studio", "Agora"]

• 1:10pm - 1:40pm (CST) / 01/mar/2021 07:10 pm - 01/mar/2021 07:40 pm

  Strategic Dialogue

  US Energy Policy, Climate & the New Administration

  Geopolitics/Policy/Regulatory Energy Transition/Climate & Sustainability

  The United States rejoined the Paris Agreement on day one of President Joe Biden’s administration. Climate change will play a fundamental role in American foreign policy as well domestic issues including national security. President Biden’s plan on energy and the environment aims to revitalize the economy, create new jobs, and restore American leadership around the world. What can we expect from a government-wide policy approach to the climate crisis? How will the oil and gas sector respond? Can the energy sector be a driving force behind economic growth and transformational change, and at what pace?

  • Chair:
  • Carlos Pascual Senior Vice President, Global Energy IHS Markit
  • Speakers:
  • Sarah Ladislaw Senior Vice President & Director, Energy Security and Climate Change Program Center for Strategic & International Studies (CSIS)
  • Andrew Light Acting Assistant Secretary for International Affairs United States Department of Energy
  • Mike Sommers President & Chief Executive Officer American Petroleum Institute (API)
  ["US Energy Policy, Climate & the New Administration", "Carlos Pascual", "Sarah Ladislaw", "Andrew Light", "Mike Sommers", "Geopolitics/ Policy/ Regulatory", "Energy Transition/ Climate & Sustainability", "Panel", "Strategic Dialogue", "Executive Conference"]

• 1:10pm - 1:40pm (CST) / 01/mar/2021 07:10 pm - 01/mar/2021 07:40 pm

  Strategic Dialogue

  Biofuels: Potential & reality?

  Power & Renewables Innovation & Technology Decarbonization Pathways

  Biofuels have become a key pathway for reducing the carbon intensity of transportation fuels. However, there remains a great deal of uncertainty around the potential for biofuels to scale to the next level and break into new markets. What are the barriers to biofuels scaling to the next level? What is the potential role of biofuels in the coming years and decades?

  • Chair:
  • Kevin Lindemer Managing Director, Downstream Consulting, Energy IHS Markit
  • Speakers:
  • David R. Rubenstein President & Chief Executive Officer, Founder, Management Committee Member California Ethanol & Power
  • Tom Scott Global Director of Agribusiness Consulting IHS Markit
  • Chad Stone Senior Vice President, Commercial Performance and Chairman for the National Biodiesel Board Renewable Energy Group (REG)
  ["Biofuels: Potential & reality?", "Kevin Lindemer", "David R. Rubenstein", "Tom Scott", "Chad Stone", "Power & Renewables", "Innovation & Technology", "Decarbonization Pathways", "Panel", "Strategic Dialogue", "Executive Conference"]

• 1:10pm - 1:40pm (CST) / 01/mar/2021 07:10 pm - 01/mar/2021 07:40 pm

  Strategic Dialogue

  GHG Emissions & Competing on Carbon

  Energy Transition/Climate & Sustainability

  Key stakeholders are increasingly prioritizing the environmental, social, and governance (ESG) performance of oil and gas companies. The GHG intensity of crude oil (whether from just production or through to and including end-use) has become of interest. What are the driving forces behind these trends and how are companies responding? What could these trends mean for future investing in fossil fuel and commodity sector?

  • Chair:
  • Kevin Birn Vice President, North American Crude Oil Market IHS Markit
  • Speakers:
  • Morgan D. Bazilian Director, Payne Institute & Professor of Public Policy Colorado School of Mines
  • Tom Greenberg Co-Head Energy & Infrastructure, Head of ESG Advisory Credit Suisse
  • Fiona Wild Vice President Sustainability & Climate Change BHP
  ["GHG Emissions & Competing on Carbon", "Kevin Birn", "Morgan D. Bazilian", "Tom Greenberg", "Fiona Wild", "Energy Transition/ Climate & Sustainability", "Panel", "Strategic Dialogue", "Executive Conference"]

• 1:30pm - 2:00pm (CST) / 01/mar/2021 07:30 pm - 01/mar/2021 08:00 pm

  Lyceum Lab

  Clouds of Opportunity: Freeing your workforce to operate with agility

  Digitalization Innovation & Technology

  Innovative capabilities, from artificial intelligence and machine learning to multi-experience and visualization, are transforming energy companies, a process accelerated by the challenges of 2020. Extended reality and data visualization, combined with unified engineering and operations data, are enhancing operating plans. Multi-experience capabilities and hybrid cloud deployment models are opening access to critical information on any device, at any time. Cloud and digital twin technologies combined with analytics are streamlining processes, supporting on-site and remote collaboration, and enabling quicker, more robust decisions across the value chain. Discover how you can harness innovation and disruption to equip your teams for success, using software infused with intelligence that harvests decades of operating experience.

  • Speaker:
  • Andreas Hartl Senior Vice President, Cloud AVEVA
  ["Clouds of Opportunity: Freeing your workforce to operate with agility", "Andreas Hartl", "Digitalization", "Innovation & Technology", "Workshop", "Lyceum Lab", "Lyceum"]

• 1:30pm - 2:00pm (CST) / 01/mar/2021 07:30 pm - 01/mar/2021 08:00 pm

  Voices of Innovation