2019 US-Mexico Natural Gas Forum Agenda
Monday | November 11
- 7:00 AM – 8:00 AM
Networking with the Industry: Registration & Continental Breakfast
- 8:00 AM – 8:15 AM
Welcome & Overview
- Ms. Christy Coleman, Managing Director, US-Mexico Natural Gas Forum
- 8:15 AM – 9:00 AM
Opening Keynote: Gas Solution’s Growth & Innovation
Discussing CPS Energy’s strategy towards assuring sufficient natural gas supply for our power generation and distribution system and the integration of new technologies to meet the needs of our community.
- Mr. Fred Bonewell, Chief Security, Safety & Gas Solutions Officer, CPS Energy
- 9:00 AM – 9:30 AM
Presentation: Overview of U.S. Mexico Energy Relationship
- Mr. Ken Stevens, Senior Advisor, U.S. Department of Energy
- 9:30 AM – 10:00 AM
Networking Break
- 10:00 AM – 11:45 AM
Panel: The Future of US-Mexico Natural Gas Trade: Academic Perspectives
Join us as noted academic experts share their nuanced perspectives on how trade, economics and US-Mexico relations could affect gas trade and demand in coming years.
1. How have your predictions on Mexican energy policy under the new administration panned out since last November?
2. The new administration has been clear in its focus on strengthening Pemex. Can Pemex fulfill the new administration’s designs for it?
a. Can Pemex be the future of Mexican energy? If so, how does it increase production?
b. What could the consequences be of starving other areas of the federal budget to boost Pemex?
3. What has the role of labor in the new energy landscape been and how could it evolve?
4. Could you discuss clientelism in the energy sector and talk about how it has or could affect the regulatory framework?
5. How politically feasible will the administration’s plans be in the coming years with mid-term elections coming in 2021? How do you see the president’s new Morena party evolving in its approach to energy policy in coming years?
6. How do you see the ratification of the USMCA playing out in coming months? How could that affect energy trade between the US and Mexico?
7. Given the new landscape in Mexico under the new administration, can it still be a natural market for Texas gas?
8. Could new pipeline transport infrastructure be developed in Mexico under the new administration?- Moderator - Ms. Claudia Espinosa, Editor, Mexico Energy Report, ICIS
- Dr. Tony Payan, Director, U.S.-Mexico Center, Rice University's Baker Institute
- Dr. Duncan Wood, Director, Mexico Institute, Wilson Center
- 11:45 AM – 12:15 PM
Board Buses & Depart for Optional Afternoon Networking Activity (Topgolf)
- 12:15 PM – 4:30 PM
Topgolf
- 4:30 PM – 6:30 PM
Monday Evening Attendee Welcome Reception
Tuesday | November 12
- 7:15 AM – 8:15 AM
Networking with the Industry: Registration & Continental Breakfast
- 8:15 AM – 8:30 AM
Welcome & Overview
- Ms. Christy Coleman, Managing Director, US-Mexico Natural Gas Forum
- 8:30 AM – 9:00 AM
Opening Keynote: The State of Mexico’s Natural Gas Market Today
- Mr. Eduardo Prud’homme, Co Partner, Independent Energy Analyst
- 9:00 AM – 10:30 AM
Panel: Analysis of US-Mexico Cross-Border Policy and Regulation
Panel of leading Cross-Border energy analysts, including former Mexico government energy officials, provide perspectives on latest developments in policy and regulation impacting marketing and movement of natural gas across the border.
- Moderator - Mr. Jose Maria Lujambio, Energy Practice Director, Cacheaux, Cavazos & Newton
- Rosanety Barrios, Independent Analyst on Energy Matters, Independent Analyst
- Eduardo Prud’homme, Co Partner, Independent Energy Analyst
- Mr. David Rosales, Partner - Midstream & Downstream, Talanza Energy
- 10:30 AM – 11:00 AM
Networking Break
- 11:00 AM – 12:30 PM
Panel: Balancing the Market Across the Border - Supply/Demand Dynamics
Authoritative energy analysts provide perspectives on recent and forecast supply/demand balances (US and Mexico), pricing and other factors impacting the US to Mexico export market.
- Moderator - Mr. Brian McCann-Hermis, Asset Optimization and Trading, South Texas, ConocoPhillips
- Mr. Anupam Das, Manager, Market Analytics, Nextera Energy Resources
- Mr. Jason Ferguson, Manager, Energy Fundamental Analysis, RBN Energy
- Mr. John Hilfiker, Senior Energy Analyst, S&P Global Platts
- Ms. Daniela Flores, Head of Midstream & Downstream, Talanza Energy
- 12:30 PM – 2:15 PM
Keynote Lunch: BP Energia Mexico: The Journey Continues
- Mr. Orlando Alvarez, President & CEO, BP Energy
- 2:15 PM – 4:15 PM
Panel: Alternatives For Transporting Gas Across the Border
Updates on pipeline infrastructure to supply markets across the US-Mexico border, as well as alternative transport methods including virtual pipelines.
- Moderator - Mr. Sergio Chapa, Reporter, Houston Chronicle
- Mr. Ernesto Ochoa, Vice President - Commercial, Kinder Morgan
- Mr. Jim Reddinger, CEO, Stabilis Energy
- Ms. Elizabeth Perez, Business Development Manager, Enbridge
- Mr. Sam Thigpen, CEO, Thigpen Solutions
- Mr. Rene Varon, President, Tory Technologies, Inc.
- 4:15 PM – 6:15 PM
Cocktail Reception-Hosted by the Sponsors
Please join our hosts, the Corporate Sponsors, at a cocktail reception in your honor. Don’t make your dinner plans too early as hors d’oeuvres and an open bar will be the highlight of this extremely well attended session!
Wednesday | November 13
- 7:00 AM – 8:00 AM
Networking with the Industry: Registration & Continental Breakfast
- 8:00 AM – 8:05 AM
Welcome and Overview
- Ms. Christy Coleman, Managing Director, US-Mexico Natural Gas Forum
- 8:05 AM – 8:45 AM
Opening Keynote: U.S. Natural Gas Trade Outlook
The U.S. Energy Information Administration is forecasting growth in U.S. natural gas exports in the near-term, which is projected to continue well into the next decades. This talk discusses current and future U.S. natural gas market trends and the effect on exports.
- Ms. Angelina LaRose, Economist, US Energy Information Administration
- 8:45 AM – 9:30 AM
Presentation: Social Conflicts Around Infrastructure Projects in Mexico
•Cross-Border Energy Infrastructure and Trade
•Policy report on Social Conflicts Around Infrastructure Projects in Mexico- Mr. Adrian Duhalt, Postdoctoral Fellow in Mexico Energy Studies, Rice University's Baker Institute
- 9:30 AM – 10:15 AM
Presentation: U.S./Mexico Supply and Demand Market Volatility
- Dr. Jonathan Ochoa, Sr. Director Commercial Optimization & Market Fundamentals, Energy Transfer
- 10:15 AM – 10:45 AM
Networking Break
- 10:45 AM – 12:00 PM
Panel: Gas Buyers' Expectations and What They Can Expect
1. Which price index will Mexico gas purchases rely upon? Near term and long term? HH, HSC, Waha, Aqua Dulce, other.
2. Do you see a local price index developing? What would need to happen for this to take place?
3. Will Mexico demand increase faster or slower than current market expectations? And will US production be able to keep pace?
4. How does CFE and Pemex controlling the majority of capacity impact the Mexican market?
5. Should Mexico move toward a single operator of all its pipelines? Or is a decentralized North American model preferable?
6. Which sectors will experience the most demand growth? Residential, Commercial, Industrial? Which one will affect the market the most and in what ways? (i.e. – only 14% of households in Mexico have access to air conditioning.)
7. Will credit be a concern? If so, how will credit concerns with Mexican buyers be addressed? Will it impact the ability to do longer term sales agreements?
8. Do end users in Mexico have plans to take pipeline capacity on pipelines within Mexico. Is this possible with CFE holding most of the capacity?
9. What things need to happen to signal the market to incentivize production growth and drilling?
10. How has the market changed since this conference last year?- Moderator - Mr. Christopher Lenton, Senior Editor, Mexico & Latin America, Natural Gas Intelligence
- Mr. Ron Vogel, VP Marketing US South/Mid Atlantic/Mexico, BP Energy Company
- Mr. Eduardo Prud’homme, Co Partner, Independent Energy Analyst
- Mr. Jean-Baptiste Brom, Executive Director, Head of Latam Origination, Morgan Stanley
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