Exclusive site visit - Enterprise Houston Ship Channel Tour
- 11:45
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- 12:15
- Registration
- 12:15
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- 12:30
- Enterprise presentation
- 12:30
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- Bus leaves for the Enterprise Houston Ship Channel
Conference day one - 23 January
- 08:00
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- 09:00
- Registration and networking
- 09:00
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- 09:10
- Argus welcome address
- 09:10
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- 10:00
- Special guest speaker Ambassador Jon Huntsman, Jr. - American Businessman, Diplomat, and Politician, Former U.S. Ambassador to China and Former U.S. Ambassador to Russia
- 10:00
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- 10:15
- A short refreshment break
Exclusive stakeholder insights
- 10:15
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- 10:45
- Keynote fireside chat: Chief executive exclusive interview with: Kelcy Warren - Executive Chairman, Energy Transfer
- 10:45
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- 11:15
- Keynote fireside chat: Chief executive exclusive interview with: Rick Marriner - Chief Executive Officer, Reliance USA INC
- 11:15
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- 11:50
- Morning coffee and networking
A macro outlook on the crude market: Global economic view and energy security
- 11:50
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- 12:30
- Keynote panel: Unravelling an uncertain global economy: How inflation, limited investments and a likely recession may impact the oil markets Speakers include: - Macquarie Group, Standard Chartered
- How can companies plan for the future and investments at an uncertain time?
- A detailed dive into geopolitics and the factors affecting crude demand and prices today
- What is the impact of China’s position on the global crude stage on North America?
Moderator:
David Fyfe, Chief Economist, Argus
Speakers:
David Doyle, Managing Director, Head of Economics, Macquarie Group
Paul Horsnell, Head of Commodities Research, Standard Chartered
- 12:30
- -
- 12:50
- A broad sweep: A view on crude, new energies and transitioning to a lower carbon world
- What are the supply demand trends of crude and products in the long term?
- How can the crude market transition into new energies and reduce emissions?
- How North America can position itself as the world’s crude supplier in the future
- 12:50
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- 13:10
- Assessing the Inflation Reduction Act and the need for permitting reforms
Understanding the need for reform around permitting infrastructure including; oil and gas pipelines, distribution and transmission systems. A wider view on EU initiatives.
- What are the developments around domestic content requirements for credits?
- Understanding how tax credits and permits will get administered in the future
- What issues have been encountered with drilling and production operations in the Gulf of Mexico?
- 13:10
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- 14:10
- Networking lunch
Capital investments and operator strategies
- 14:10
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- 14:40
- IOC stakeholder panel: Evolution of operating strategies and investments within the crude market Speakers include: Kevin McGovern - GM Crude & Products, Americas, ENI
An outlook on how operators are adjusting to a changing world, the need to meet growing global crude demand whilst making investments and efforts to reduce their carbon footprint
- Reviewing capital allocation: renewable versus existing crude business
- Developments in hydrogen, carbon capture and carbon offsets
- The need for investments in fossil fuel infrastructure and issues with rare earth metal availability
Americas crude in an international market: Changing global trade flows
- 14:40
- -
- 15:30
- Trading panel debate: Global appetite for North American crude: Where are barrels going? Speakers include: - Gunvor, Chevron
A look at how global crude and product flows are evolving. Enabling resource in the Permian to international markets and the rise of Asia
- How are the ongoing Russian sanctions changing product trade flows to Europe, and will it last?
- Canada and US flows: What happens to Canadian heavy sours in terms of US markets?
- What new dynamics will the TMX pipeline bring with new trade routes to China?
Panellists:
David Garza, General Manager, Gunvor
Patti Leigh, Vice President of Crude Supply & Trading, Chevron
- 15:30
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- 16:20
- Afternoon coffee and networking
- 15:40
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- 16:20
- Interactive working groups
Join a table of 15-20 attendees and delve further into your main industry challenge. Your opportunity to interact with both facilitator and audience members to collaborate and find solutions
Working group 1 WTI and global arbitrage A deep dive with Argus experts and get all your questions answered on WTI |
Working group 2 China China’s growth and future role within the crude and products market – how can US supplies compete? |
Working group 3 Refinery margins and capital allocations |
Working group 4 The natural gas picture Understanding the natural gas global dynamic and future projects |
Working group 5 |
- 16:20
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- 16:40
- Opening up clarity – understanding how WTI in the Brent basket affects pricing James Gooder - Vice President, Crude, Argus
- How has price evolved with WTI in the Brent basket and is it changing the way trade works?
- A view on new arbitrage opportunities in the Atlantic basin with trans-Atlantic voyages
- Assessing different grades, trade flows and arbitrage opportunities and the impact on pricing
Growth in North America and Latin America and adapting trade flows
- 16:40
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- 17:10
- North America producer panel: The role of the crude producer: Production growth, monitoring emissions and financing
- What will the future of the crude supply landscape look like?
- How are producers looking to monitor, measure and report their emissions?
- What is the global appetite for Bakken crude and how to return production rates?
- 17:10
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- 17:50
- How is Latin America positioning itself as a major player in the crude markets
Hear from key stakeholders in the region and understand developments on shale and crude oil, diesel imports from China, sour crude flows into the US and how trade flows will adapt to move new barrels
- How do the current Latin American crude and productions supply/demand landscape look?
- A look at Argentinian shale; pipelines and flows to Europe, Asia, Africa and Middle East
- What new flows are we seeing from China into Latin America and do we expect that to stay?
- 17:50
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- Chairperson's closing remarks
- 18:00
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- Networking drinks reception
Conference day two - 24 January
- 08:00
- -
- 09:00
- Morning coffee
- 09:00
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- 09:10
- Chairperson’s opening remarks
Refinery business in a low carbon world
- 09:10
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- 10:00
- Keynote panel debate: Operating a refinery in today’s crude environment Speakers include: - Par Pacific Holdings, Phillips 66, HF Sinclair, Delek US
Hear from refinery experts as they examine their demand and product supply levels. Learn how refineries are transforming to focus on fuels of the future, whilst also maintaining security of supply for diesel, gasoline and crude products.
- What are the current business challenges to refinery output and production?
- Which refineries are coming back on line and the impact on demand and outputs?
- What refineries are investing in lower-carbon products and impact on demand and flows?
Panellists:
Will Monteleone, President, Par Pacific Holdings
Suresh Vaidyanathan, Vice President of Renewable Fuels, Phillips 66
Jerry Miller, SVP Commercial, HF Sinclair
Joseph Israel, EVP, Operations, Delek US
Ship availability and increasing market optionality and emerging demand centres
- 10:00
- -
- 10:15
- What has happened to freight rates and new sensitivities in the crude market Nick Watt - Editorial Manager, Argus
- A view on shipping demand, freight rates and the impact on crude differentials
- What could the price of shipping mean for the price of energy, crude and products?
- Examining ammonia and methanol pricing and the impact on crude differentials and cost of shipping
- 10:15
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- 11:00
- Shipping spotlight panel: How can the industry navigate itself through issues with tanker availability?
Join this discussion to understand the current global shipping landscape, the cost and aging of ships, and how the market will cope moving forward. Learn about IMOs environmental pressures and explore new bunker fuels for the future
- What is the availability of ships and the main challenges with age and tonnes per mile?
- Scrapping versus new builds: what’s the current debate and what will reality show?
- How much Russian crude is moving and how big is the shadow pool?
- 11:30
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- 11:30
- Morning coffee and networking
The big push - ESG initiatives
- 11:30
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- 11:45
- Policies and permitting projects: Helping to lift energy transition projects from the ground
- How is the inflation reduction act making projects more economical for smaller companies?
- How quickly do companies need to move in lowering their carbon emissions?
- Sakett versus EPA debate
- 11:45
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- 12:30
- Low-carbon energy panel: ESG initiatives and operating within a new sustainable framework
Collaborate and hear how companies are wrestling with ESG and carbon capture in their own ways. Explore ideas that you can take back to your boardrooms. 15-minute presentations followed by an audience Q&A
- What projects and strategies are emerging to lower carbon emissions in the crude market?
- How are smaller independent players tackling this space?
- How are commodity traders involved with green energy including buying responsibly-sourced gas of carbon offsets?
- 15:10
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- 16:10
- Afternoon coffee and networking
- 12:30
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- 13:30
- Networking lunch
- 15:00
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- 15:10
- Chairperson’s closing remarks
- 16:10
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- Close of conference
Building robust infrastructure and increasing optionalities
- 11:30
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- 12:20
- Short presentations followed by Q&A: Infrastructure and pipeline projects – enabling greater connectivity to new markets Speakers include: - Energy Transfer, Enterprise, TC Energy
Take a deep dive into new infrastructure projects, building out Permian basin capacity and the expansion at Corpus Christi. Understand crude pipeline expansion versus crude production, where companies see their revenue base growing and challenges with varying jurisdictions and crude quality
- What new projects are taking place including dock expansions, offshore pipelines and mobility to load VLCCs?
- Will midstream companies change their operations due to crude quality issues in pipelines?
- What is the space for a large midstream projects in the future?
Panellists:
Adam Arthur, Executive Vice President, Crude Oil, Energy Transfer
Jay Bany, Senior Vice President, Crude Oil Pipelines, Enterprise
Bevin Wirzba, Executive Vice-President and Group Executive, Canadian Natural Gas and Liquids Pipelines, TC Energy
- 12:20
- -
- 13:00
- Case study: Monitoring the Trans Mountain pipeline expansion: Updates on movement of commercial volumes Speakers include: - Trans Mountain, CAPP
- Exploring hurdles in getting the pipeline online including regulatory delays and financing
- How much heavy crude will be diverted away from Canadian refineries to Asia?
- How much impact will TMX have on light crude and asphalt prices?
Panellists:
Jason Balasch, Senior Director, Business Development, Trans Mountain
Greig Sproule, Vice President, Tolls and Tariffs, CAPP