Welcome to America's Natural Gas Conference 2023

The U.S. has grown into the world’s No. 1 natgas supplier, exporting up to 20 Bcf/d while consuming some 80 Bcf/d domestically. No longer is America’s CH₄ stranded—nor in short supply. The Appalachian Basin alone has the potential to produce more than 60 Bcf/d, as the imminent unleashing of the U.S. permitting process will lay more pipe. As the world’s No. 1 natgas power, it’s a matter of price, export capacity, consumption sources for greater supply, demands for “green gas,” and even economic and defense alliances are in play. The annual America’s Natural Gas Conference describes the successes of today and the tasks ahead in achieving assured results for decades to come.

HOST:
Nissa Darbonne, Executive Editor at Large, Oil and Gas Investor 

Getting It There: The Big Pipe 

More than 6 Bcf/d of new LNG capacity is under construction and a ninth U.S. export facility, Rio Grande, has FID. Meanwhile, domestic demand continues to grow, while powergen drops coal, upon connecting to new gas supply. Williams Cos. describes how it’s increasing capacity to market. Plus learn about the CCS it’s adding to a new Haynesville pipe.

MODERATOR:
Jordan Blum, Editorial Director, Hart Energy

SPEAKER:
Chad Zamarin, Executive Vice President, Williams

The Numbers: Supply, Demand & Beating Down that Half-Tcf

An in-depth overview of U.S. natgas supply-growth potential and the buyers awaiting more of the product domestically and abroad. Plus, new associated-gas potential and new Texas gas plays. And, how to get rid of the half-Tcf overhang in storage leftover from Freeport LNG’s eight-month closure?

SPEAKER:
Bernadette Johnson, Senior Vice President and General Manager, Power and Renewables, Enverus

Producer-to-Buyer: The Long-Term Gas-Supply Contract

Leading U.S. gas producers, including EQT Corp. and Chesapeake Energy Corp., are signing gas-supply contracts with LNG exporters and buyers. Here’s a look into the trend and the outlook for more of these.

SPEAKER:
Dumitru (Dumi) Dediu, Partner, McKinsey & Co.

The Role of U.S. Natural Gas Exports in a Low-Carbon World

As is the U.S., allies are de-carbon’ing their energy future. And U.S. gas is increasingly carbon-lite itself as field operations decrease emissions and CCS is being added along the route between wellhead and tanker. Here’s a look.

SPEAKER:
Benjamin Bajema, Analyst, Energy Futures Initiative

The Big Gas Field: Executive Q&A 

A leading U.S. oil and gas finder, culminating with the discovery of the Eagle Ford and the near co-discovery of the Haynesville, Dick Stoneburner is developing a new-territory gas basin in Australia. Here, he brings the perspective of how Australian and U.S. gas fit in the global supply future.

MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy

SPEAKER:
Dick Stoneburner, Chairman, Tamboran Resources Ltd., and Co-Founder, Petrohawk Energy Corp.

West Coast Mexico: A Bridge Between the Permian Basin and Asian LNG Markets

In addition to importing some 7 Bcf/d from the U.S. via pipe, Mexico’s West Coast is expected to unlock a valuable pathway for Permian Basin gas to reach premium Asian LNG markets. Quantum Energy Partners is a major investor in West Coast LNG developer, Mexico Pacific. Learn more here.

MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy

SPEAKER:
Blake Webster, Partner, Quantum Energy Partners

Un-Stranding U.S. NatGas 

Pipeline operators are navigating U.S. surface issues, overcoming seemingly impossible impasses in getting stranded U.S. gas to buyers, while adding CCS toward greening what’s headed overseas. Here’s a look into what’s underway and the additional infrastructure needed to meet prospective buyers’ upcoming demand.

SPEAKERS:
Justin Carlson, Co-Founder & Chief Commercial Officer, East Daley Analytics
Thomas Sharp, Director of Permitting Intelligence, Arbo

The Producers: Gassed Up and Ready to Grow 

Leading U.S. gas producers describe growth plans, the near-term obstacles to greatly increasing supply, market volatility, making green gas, signing supply contracts for LNG and their longer-term outlook for indigenous and foreign demand.

INTRODUCTION:
Rick Talley, CEO, NSAI

MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy

SPEAKERS:
Hardy Murchison, President and CEO, Encino Energy
Alan Smith, Co-Founder, President and CEO, Rockcliff Energy
Christopher Valdez, CEO, PureWest Energy LLC

SESSION SPONSORED BY:

What the Money Wants: Is the Bull Market Near?

The rush of U.S. gas to Europe beginning in 2021 demonstrated the enormous and unquantified social value of this American Btu. The cacophony of calls to decarb portfolios has quieted. Where’s the money?

SPEAKERS:
Muhammad F. Laghari, Senior Managing Director, Guggenheim Securities LLC
Spencer Rippstein, Global Co-Head, Energy and Power Investment Banking, Piper Sandler
 

A Small "C" in CH₄: Low-CI RNG in Decarbonization

Dominion Energy’s RNG program was born and raised through hard work, project development and partnerships. Learn how low-CI RNG is a great tool for decarbonization of thermal load and all forms of transportation—particularly for hydrogen and SAF. 

MODERATOR:
Darren Barbee, Senior Editor, A&D, Hart Energy

SPEAKER:
Ryan Childress, General Manager, New Business & Customer Solutions, Dominion Energy 

What the Buyers Want: More, Please

Industrial, small business and other users of natural gas want more. In Virginia, next door to one of the world’s largest gas fields, the Appalachian Basin, manufacturers are challenged to get sufficient gas supply. Hear about the demand and the political impasse.

MODERATOR:
Pietro Pitts, International Managing Editor, Hart Energy

SPEAKER:
Brett Vassey, President & CEO, Virginia Manufacturers Association

The Energy Transition Myth

The real fuels of the energy future are natgas and nuclear. Hear this leading myth-buster’s solid argument for skipping the nonsense and going straight to the best energy sources. 

SPEAKER:
Robert Bryce, Author, film producer, and host of the Power Hungry Podcast

The Greener Gas: Up-Grading & Up-Selling

These RSG leaders describe best practices in in-field gas-leak capture, the role of AI, the advent of adding CCS to further green the gas, the outlook for a widely accepted blockchain for green’ed Btu, market share for RNG and prospects for blue hydrogen.

MODERATOR:
Jordan Blum, Editorial Director, Hart Energy

PANELISTS:
Robert Birdsey, Managing Director, Greenfront Energy Partners
Nathan Brawn, Chief Development & Strategy Officer, Context Labs 
Kethees Ketheesan, CEO, Paradigm by Puloli

De-Bottle-Necking D.C. - How to Free the Markets

The U.S. regulatory environment is putting severe constraints on the domestic energy future and that of America’s allies, posing the potential for loss of credibility with nations teetering on the brink of aligning with Russia and China. These Washington insiders describe how to wrestle the market out of 20th-century-think and into this new world.

MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy

SPEAKER:
Tim Stewart, President, U.S. Oil & Gas Association, and Senior Vice President, The McKeon Group Inc.

Agenda Subject to Change