About DUG GAS+
DUG GAS+ Conference and Expo is the two-day event for all things natural gas, liquid natural gas (LNG), midstream and all related technologies with a focus on the gas-rich shale plays of the U.S. The gas-focused content from previous events including DUG Haynesville, DUG East and DUG Appalachia has been combined and expanded to create the must attend gas show of 2024. This year we’re holding DUG GAS+ in one of the most prolific gas shale plays in America, The Haynesville.
For two full days the rich agenda and exhibition floor will provide direct access to the latest information and technological advancements in shale, gas and midstream. Leading speakers will cover topics including energy security, global geopolitical crises, inflation impacts, emissions control, regulatory hurdles, investment trends, technology advancements and more; while exhibitors from across the nation and the globe will showcase what's new in gas and midstream technology and will have the engineers onsite to share the details with you.
Join Hart Energy in Shreveport, Louisiana on March 27-28th to gain insights on the elevated upstream and midstream activities and beyond.
Gas Drillers Predict Price Slump will Rebound
According to Bloomberg, US shale-gas drillers are betting that a price slump eroding their cash-flow outlook will be short-lived and that a rebound awaits in 2024. A group of suppliers including EQT Corp. and Southwestern Energy Co. used the latest round of earnings calls with analysts to reassure investors that natural gas supply and demand fundamentals remain structurally bullish even after prices have slumped by more than half this year.
The second-largest natural gas play in the US by production has output reaching new heights leaving a backdrop for US natural gas prices. Growing production, increased well productivity and drilling efficiencies, and proximity to LNG export projects are supporting growth opportunities for midstream and contributes to a positive long-term outlook.
Agenda
Registration Opens and Breakfast on the Exhibit Floor
Introduction and Welcoming Remarks
Opening Keynote - Economic Resiliency With a Growth Mindset: TG Natural Resources
TG Natural Resources is one of the leading U.S. natural gas operators, producing more than 330 net MM cf/d from 188,000 net acres in the Haynesville Shale and Cotton Valley. In January, TG Natural Resources completed a $2.7 billion acquisition of Rockcliff Energy, which adds more than 200,000 net acres and 1.3 Bcf/d of gross operated natural gas production to its portfolio. Some of the key takeaways from this opening keynote address will include:
- Insight into TG Natural Resources’ operations and development plans
- A breakdown of the company’s acquisition of Rockcliff Energy and how the new assets fit into TG Natural Resources’ portfolio
- Perspective on consolidation in the U.S. natural gas sector and what it means for the industry
- Analysis of the U.S. natural gas industry’s role in global geopolitics and energy security
MODERATOR:
Nissa Darbonne, Executive Editor-at-Large, Hart Energy
Speaker:
Craig Jarchow, CEO, TG Natural Resources
"Energy, Climate, Poverty and Prosperity"
The ultimate role of our industry has been to better human lives. This must continue to be our goal. Demand for hydrocarbons is at all-time highs and growing strongly. Natural gas has been the fastest-growing energy source over the last decade and almost certainly will be in the coming decade. Apologizing for our industry and talking endlessly of an energy transition is both ineffective and incorrect. The world desperately needs more energy to continue the life improvements everyone craves. We must do all we can to grow and improve our industry. The way forward is an honest, not political, dialogue about the world’s energy system and our role in it.
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
Speaker:
Chris Wright, Chairman and CEO, Liberty Energy
Navigating the Shifting Energy Landscape: Natural Gas Market Dynamics and the Roles of the Haynesville Shale and the Appalachian Basin
Gas prices took a beating in 2023. But some analysts predict Henry Hub prices could reach $5+/MMBtu by 2025 as LNG demand increases. In this session, you’ll hear an in-depth analysis of:
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Natural gas price outlook for 2024
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The role of the Haynesville Shale and Appalachia in meeting global energy demand
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Rig activity estimates and trends for 2024 and what those estimates mean for growth strategies
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How future power supply/demand changes could impact the natural gas market
MODERATOR:
Deon Daugherty, Editor-in-Chief, Hart Energy
SPEAKER:
Jimmy McNamara, Senior Vice President, Enverus Intelligence Research
Networking Break
SPONSORED BY:
Operator Spotlight: Aethon Energy
MODERATOR:
Nissa Darbonne, Executive Editor-at-Large, Hart Energy
SPEAKER:
Andrea Passman, Chief Operating Officer, Aethon Energy
LNG Revolution: Unleashing the Potential of U.S. LNG Exports in a Booming Global Market
Five LNG terminals are under construction along the Gulf Coast, with nearly a dozen more possibly along the way to dramatically add to U.S. export capacity. LNG operators will talk about where their projects are at in the development cycle. You’ll also learn:
- The role of U.S. LNG exports on the international market and the global energy landscape
- The relationship between natural gas demand and the burgeoning LNG market amid market fluctuations
- What infrastructure and regulatory hurdles need to be overcome to pave the pathway for LNG’s full potential and export competitiveness
- How LNG could help solidify natural gas prices and become a stabilizing force and reduce market volatility
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
Speaker:
Mike Bock, Partner & CFO, Petrie Partners
Zack Van Everen, Director, Research, TPH& Co.
Amol Wayangankar, Principal and Founder, Enkon Energy Advisors
Stacked Pay in East Texas: Sponte Operating
Sponte Operating, in partnership with PetroCap, develops across 10,000 acres in the Haynesville Shale, with another 20 producing wells in the Cotton Valley and Pettit formations in Harrison and Panola counties, Texas. Discussion in this operator session will include:
- Sponte Operating’s development plans and operations update
- Insight into the future of large-scale fracs and longer lead times to production
- Lessons learned from parent/child well interactions and midstream build-out
- The future of asset valuation, inventory degradation and expansion in the Haynesville Shale
MODERATOR:
Brian Walzel, Senior Editor, Hart Energy
Speaker:
Chris Widell, CEO, Sponte Operating
Networking Luncheon
The Money: What Private Equity, Public Equity & Banks Want Today
Private equity continues to flow into onshore U.S. natgas E&P opportunities. Public equity is coming back to E&P stocks. And banks still want to bank E&Ps, albeit at a higher Fed-adjusted rate of 5.5%-plus. These experts in each field talk about how to capture the capital needed to grow your oil and gas business. And what do investors and lenders need to know today about the portfolios they're backing? For starters, what's your environmental record? Learn here about the 2024 version of hurdles to capitalization.
- Where does equity capital see opportunity today? Oil? Gas? U.S.? Abroad?
- What's the appetite today for taking on bank and public-bond debt with a 5.5%-plus floor?
- Is the growth in S&P 500 weighting to energy stocks just a reflection of growth in energy stocks' price growth versus other sectors?
- How strong is the pushback on ESG investing today? Is it simply pushing no further or is it actually stepping back?
- How do oil and gas producers overcome capital-access impasses today?
MODERATOR:
Deon Daugherty, Editor-in-Chief, Hart Energy
SPEAKERS:
Alex Jackson, Managing Director, Quantum Capital Group
Mari Salazar, Senior Vice President and Manager, Energy Financial Services, BOK Financial
Michael Bodino, Managing Director, Energy Investment Banking, Texas Capital
Permian Associated Gas Potential: Tackling Takeaway Challenges, Pricing Strategies and Flaring Reduction Alternatives
The heart of the Permian Basin holds an immense resource of associated gas potential. Associated gas makes up 14% of U.S. supply, with the Permian Basin contributing 56% of that. Discover the challenges and opportunities that lie ahead in unlocking the value of this valuable resource. This session will cover:
- How recent consolidation impacts the Permian Basin at large
- The impact of shifting midstream dynamics on natural gas takeaway
- Perspective on gas-oil-ratio dynamics following major consolidation
- How Permian Basin associated gas production impacts the Haynesville and Appalachia regions
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:Matthew Bernstein, Senior Analyst and Shale Analytics Manager, Rystad Energy
Networking Break
EXHIBITOR DEMO BY:
The Full View on Midstream: Insight from an Industry Leader
Kinder Morgan is one of the largest energy infrastructure companies in the U.S, with operations or interest in more than 82,000 miles of pipelines and 140 terminals. Its pipelines transport natural gas, gasoline, oil, CO2 and more. Discussion in this session will cover the full scope of midstream operations in the U.S., including:
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The latest on new projects like Cumberland, Evangeline Pass Expansion and the Gulf LNG Liquefaction
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How the company is responding to consolidation in the midstream Sector
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Evaluating new opportunities as LNG demand increases
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Perspective on addressing natural gas takeaway and transport bottlenecks
MODERATOR:
Sandy Segrist, Senior Editor, Gas & Midstream, Hart Energy
Speaker:
Allen Fore, Vice President, Public Affairs, Kinder Morgan Inc.
Methane Emissions Reductions Along the Natural Gas Value Chain
New methane emission reporting guidelines are in place, although questions remain. Understanding methane reduction strategies and opportunities is key to any sustainability strategy. In this session, you’ll learn more about:
- The incentives to monitoring and mitigating methane emissions
- The costs to mitigate methane emissions, and what it costs to do nothing
- Understanding where methane emissions occur
- Knowing the tools and techniques to eliminate methane emissions
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
Speaker:
Dan Romito, Consulting Partner, Pickering Energy Partners
Bunkie Westerheide, Vice President, Commercial Development, Kathairos
Perspective on the LNG Pause and CCS Primacy: How Two New Biden Administration Rulings Will Impact the State, the Nation, and the World
In January, the Biden Administration announced a pause on pending approvals of LNG projects for further economic and environmental impact analysis. The action could delay a dozen or more LNG projects that are in various stages of planning. Meanwhile, the Environmental Protection Agency approved the State of Louisiana primacy over carbon sequestration injection wells, known as Class VI wells. These two policies will have immediate and widespread ramifications for Louisiana. Some of the key discussion topics in this session will include:
- The impact of the administration’s ruling on LNG projects
- What is impacted—and what isn’t—while the pause on LNG project approvals is in effect
- What primacy over Class VI wells means for Louisiana
MODERATOR:
Brian Walzel, Senior Editor, Hart Energy
SPEAKER:
Gifford Briggs, Gulf Coast Regional Director, American Petroleum Institute
Eyes on East Texas: Sabine Oil & Gas - Playing the Long Game
Sabine Oil and Gas, a wholly owned subsidiary of Osaka Gas USA, is one of the leading independent producers in the Ark-La-Tex region, producing roughly 550 mmcfe/d gross from 251,000 net acres in the Haynesville Shale and Cotton Valley formations in six counties in East Texas. Some of the key discussion points in this operator session will include:
- Background on Sabine Oil & Gas
- Sabine's short- and long-term outlook for the Cotton Valley and Haynesville Shale
- The company's perspective on basin consolidation
MODERATOR:
Nissa Darbonne, Executive Editor-at-Large, Hart Energy
SPEAKER:Carl Isaac, CEO, Sabine Oil & Gas
Reception on the Exhibit Floor
SPONSORED BY:
Sierra Frac After Hours Party at Bally's Casino
Location: Bally's Casino Celebrity Lounge
Address: 451 Clyde Fant Parkway, Shreveport, LA
SPONSORED BY:
Registration Opens and Breakfast on the Exhibit Floor
Welcoming Remarks
The Importance of Diversification: How a Strategic Portfolio Maximizes Value and Meets Demand Needs
Maintaining leading positions in both the Haynesville and Marcellus has advantages, operationally and financially. Being a key supplier to growing LNG demand adds to the depth of a diversified portfolio. Join this operator discussion where takeaways will include:
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Learning and maintaining efficiencies across multiple plays
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The benefits of operating in the two largest gas markets in the U.S.
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How to apply lessons learned across the entire chain of operations
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Buy or sell: The market appeal of a multi-basin operator
MODERATOR:
Nissa Darbonne, Executive Editor-at-Large, Hart Energy
SPEAKER:
Josh Viets, Executive Vice President and Chief Operating Officer, Chesapeake Energy
The Seller's Perspective: Insight from Those on the Inside of the Deal
More than $192 billion in deals have gone down over the past year, with the Haynesville Shale a major hotbed of M&A. The analysts and Wall Street all have their say, but what’s the perspective from those making the deals? In this roundtable session, you’ll hear from the sellers whose assets were in demand. Some of the key takeaways will include:
- The origin of the play—Why the Haynesville?
- Initial development strategies to maximize value
- Positioning a company for sale and targeted buyers
- Future M&A in the Haynesville
MODERATOR
Robert Turnham, Director, New ASEAN Energy
SPEAKERS:
Alan Smith, Co-Founder, President and CEO, Rockcliff Energy
Frank Tsuru, CEO, Momentum Midstream
Dick Stoneburner, Chairman, Tamboran Resources
The Macro-Economic Perspective: Examining the Impact of New Takeaway Capacity in the Haynesville Shale and Appalachian Basin
Energy price and market volatility will be a key theme, at least in the short term, as a result of tightening market fundamentals. New natural gas pipeline capacity should ease some takeaway bottlenecks in the northeast. More consolidation is expected in the midstream sector. So, what does it all mean? We’ll take a macro look at market dynamics in this session, where you’ll hear more about:
- Growth opportunities in the Appalachian Basin with the opening of the Mountain Valley Pipeline and the Transco pipeline
- The role of Tier 2 acreage and news on takeaway capacity in the Haynesville Shale
- What to expect from the Western U.S. and California demand of supply coming out of the Rockies
- Insight into a possible ramp up in oil and gas production in the Eagle Ford by 2026
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER::
Justin Carlson, Co-Founder and Chief Commercial Officer, East Daley Analytics
Networking Break
SPONSORED BY:
New Life for Existing Wells: Unlocking the Path for Emissions Improvement & Production Potential
Natural gas wells with existing mature production offer a benefit to the right operator with the right approach. Appalachia Basin and Central Region producer Diversified Energy leverages asset management, new emissions technologies and midstream assets to generate free cash flow and works to reduce methane leaks with air and land technologies. In this operator session, some of the key takeaways will include:
- Approach to managing mature producing assets
- Insight into sustainability practices
- Emissions detection technology: The arms race for improved detection and monitoring
- Understanding new EPA methane regulations and how they apply to natural gas operations
MODERATOR:
Deon Daugherty, Editor-in-Chief, Hart Energy
Speaker:
Paul Espenan, Senior Vice President EHS&R, Diversified Energy Company
Perspectives from a Private-Equity Backed Producer: Paloma Natural Gas Hones in on the Haynesville
Haynesville private operator Paloma Natural Gas emerged from the acquisition of Goodrich Petroleum in late 2021. Backed by EnCap Investments, Paloma Natural Gas produces approximately 450,000 mcfe/d on a gross basis from about 42,000 acres in the core of the Haynesville Shale with a focus on providing clean-burning natural gas to the North American market. In this session, you’ll learn more about:
- The company's operational and production outlook in 2024
- An operator's perspective on meeting future natural gas demand
- Insight on managing production and growth amid natural gas pricing headwinds
- Perspective on right-sizing its assets to focus on the Haynesville
MODERATOR:
Nissa Darbonne, Executive Editor-at-Large, Hart Energy
SPEAKER:
Mike Winsor, Chief Executive and Operating Officer, Paloma Natural Gas
Natural Gas Development with a Net-Zero Goal: BKV Corporation
BKV Corporation is one of the top 20 gas-weighted natural gas producers in the U.S. and the largest natural gas producer in the Barnett Shale. Their core business is natural gas production from their owned and operated upstream business, which is expected to achieve net-zero emissions by the early 2030s. They maintain a “closed-loop” approach to its emissions goal with our four business lines: natural gas production, natural gas gathering, processing and transportation, power generation, and CCUS. The company recently announced the start of operations at its first commercial CCS project, Barnett Zero. In this operator session, some of the key insights you’ll hear will include:
- Perspective on the company’s operations and development plans in the Barnett Shale, and the role of its Marcellus Shale operations and the company’s approach to multi-basin operations
- Updates on the company’s other business lines and how they play into their vision for a vertically integrated business
- BKV’s path toward net-zero and the actions it’s taking now to get there
- Barnett Zero: What it means, how it works and the impact it will make on the company
MODERATOR:
Brian Walzel, Senior Editor, Hart Energy
Speaker:
Chris Kalnin, CEO and Founder, BKV Corporation
Haynesville Shale Well Designs: Conquering Technical Hurdles with Innovative Strategies
The Haynesville Shale is one of the most technically difficult plays in the world to drill wells. Cookie-cutter wells won’t cut it. This session will provide insights to help navigate the complexities of these reservoirs and maximize their production potential. Here, you will learn:
- How regional operators are tackling high-temperature reservoirs for production optimization
- Approaches to drilling technologies and extended reach laterals
- Trends in well proppant loading
- Well spacing to address parent/child well interactions
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Danielle Fuselier, Well Construction Director for North America Land (NAL), Baker Hughes
Neil Modeland, Senior Business Development Technology Manager, Halliburton
Appalachia A&D: Activities, Trends and Alternatives to a Sale
The Permian Basin isn’t the only region where consolidation is having an impact. The Appalachian Basin is seeing A&D activity along with vertical integration, helping alleviate some natural gas takeaway restraints. Meanwhile, the U.S. continues to play an increasingly important role in global energy access. In this panel discussion, key discussion topics will include:
- Appalachia A&D activity and trends
- International interest in U.S. gas assets, including ancillary gas plays
- Alternatives to a sale—what transactions and strategies gas producers are evaluating
- South Texas gas window activity and trends
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Alex Burpee, Managing Director, Moelis & Company
Daniel Crowley, Managing Director, Houlihan Lokey
Speakers
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Matthew Bernstein
Senior AnalystRystad Energy
Mike Bock
Partner & CFOPetrie Partners
Michael Bodino
Managing Director, Energy Investment BankingTexas Capital
Gifford Briggs
Gulf Coast Regional DirectorAmerican Petroleum Institute
Alex Burpee
Managing DirectorMoelis & Company.jpg)
Justin Carlson
Co-Founder and Chief Commercial OfficerEast Daley Analytics
Daniel Crowley
Managing DirectorHoulihan Lokey
Paul Espenan
Senior Vice President EHS&RDiversified Energy Company
Allen Fore
Vice President, Public AffairsKinder Morgan Inc.
Danielle Fuselier
Well Construction Director for North America Land (NAL)Baker Hughes
Carl Isaac
CEOSabine Oil & Gas
Alex Jackson
Managing DirectorQuantum Capital Group
Craig Jarchow
CEOTG Natural Resources.jpg)
Chris Kalnin
CEO and FounderBKV Corporation
Jimmy McNamara
Senior Vice PresidentEnverus Intelligence Research
Neil Modeland
Senior Business Development Technology ManagerHalliburton
Andrea Passman
Chief Operating OfficerAethon Energy.jpg)
Dan Romito
Consulting PartnerPickering Energy Partners
Mari Salazar
Senior Vice President and Manager, Energy Financial ServicesBOK Financial.jpg)
Alan Smith
Co-Founder, President and CEORockcliff Energy
Dick Stoneburner
ChairmanTamboran Resources
Frank Tsuru
CEOMomentum Midstream
Robert Turnham
DirectorNew ASEAN Energy Inc.
Zack Van Everen
Director, ResearchTPH & Co.
Josh Viets
Executive Vice President and Chief Operating OfficerChesapeake Energy
Amol Wayangankar
Principal and FounderEnkon Energy Advisors
Bunkie Westerheide
Vice President, Commercial DevelopmentKathairos
Chris Widell
Sponte OperatingCEO
Mike Winsor
Chief Executive and Operating OfficerPaloma Natural Gas
Chris Wright
Chairman and CEOLiberty EnergyAdvisory Council
Hart Energy is moving in a strategic direction by getting industry input to drive the conversation for each event. In order to ensure our content is not only relative to you and your peers, but also timely, a new initiative for 2023 has been to establish Conference Advisory Councils made up of industry leaders, game changers and drivers. We are grateful to our Conference Advisory Council members for their contribution to not only this industry and its success, but their expertise to drive the conference agenda to a more robust and thoughtful direction.
Matthew Bernstein
Senior AnalystRystad Energy
Matt Curry
VP of Business DevelopmentICE Thermal Harvesting
Gordon Huddleston
President and PartnerAethon
Craig Jarchow
President & CEOTG Natural Resources
Russell Painter
Consultant
Simon Javier Palacio
Business DevelopmentBurns & McDonnell
Alan Smith
Co-Founder, President & CEORockcliff Energy
Frank Tsuru
CEOMomentum Midstream
Rob Turnham
DirectorNew ASEAN Energy Inc.
Sponsors
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Meet Our Featured Speakers
You’ll hear from speakers representing the most active players, from the financial community to the producers’ C-suites.
Matthew Bernstein
Senior Analyst, Rystad Energy
Mike Bock
Partner & CFO, Petrie Partners
Michael Bodino
Managing Director, Energy Investment Banking, Texas Capital
Gifford Briggs
Gulf Coast Regional Director, American Petroleum Institute
Alex Burpee
Managing Director, Moelis & Company
Justin Carlson
Co-Founder and Chief Commercial Officer, East Daley Analytics
Daniel Crowley
Managing Director, Houlihan Lokey
Paul Espenan
Senior Vice President EHS&R, Diversified Energy Company
Allen Fore
Vice President, Public Affairs, Kinder Morgan Inc.
Danielle Fuselier
Well Construction Director for North America Land (NAL), Baker Hughes
Carl Isaac
CEO, Sabine Oil & Gas
Alex Jackson
Managing Director, Quantum Capital Group
Craig Jarchow
CEO, TG Natural Resources
Chris Kalnin
CEO and Founder, BKV Corporation
Jimmy McNamara
Senior Vice President, Enverus Intelligence Research
Neil Modeland
Senior Business Development Technology Manager, Halliburton
Andrea Passman
Chief Operating Officer, Aethon Energy
Dan Romito
Consulting Partner, Pickering Energy Partners
Mari Salazar
Senior Vice President and Manager, Energy Financial Services, BOK Financial
Alan Smith
Co-Founder, President and CEO, Rockcliff Energy
Dick Stoneburner
Chairman, Tamboran Resources
Frank Tsuru
CEO, Momentum Midstream
Robert Turnham
Director, New ASEAN Energy Inc.
Zack Van Everen
Director, Research, TPH & Co.
Josh Viets
Executive Vice President and Chief Operating Officer, Chesapeake Energy
Amol Wayangankar
Principal and Founder, Enkon Energy Advisors
Bunkie Westerheide
Vice President, Commercial Development, Kathairos
Chris Widell
Sponte Operating, CEO
Mike Winsor
Chief Executive and Operating Officer, Paloma Natural Gas
Chris Wright
Chairman and CEO, Liberty Energy
Key Topics to be Covered
Join us in March when industry leaders will discuss topics such as:
Production Operations and supply growth- Best practices in OFS with case studies
- LNG operators' demands for Haynesville RSG and CCS
- Midstream activities currently underway
- Gas producers’ direct sales contracts with overseas buyers
- M&A Activity, price and outlook
Resources
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