29 January - 31 January 2019
Houston, Texas, USA

Argus Americas LPG Summit

  • 15:00
  • -
  • 17:00
  • Registration
  • 17:00
  • -
  • 19:00
  • Opening cocktail reception
  • 08:00
  • -
  • 09:00
  • Registration and breakfast
  • 09:00
  • -
  • 09:05
  • Chairperson's welcome and opening announcements
  • 09:05
  • -
  • 10:00
  • Keynote presentation – The global LPG market Check back soon for the official announcement of our keynote speaker

- Assess global market trends and what the New Year promises for LPG markets around the world
Analyze how international demand shifts are impacting long-term supply/demand scenarios and economic planning
- Explore the impact of OPEC oil prices on the LPG market

  • 10:00
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  • 10:30
  • Permian basin development and shifts in LPG trade flows Craig Whitley - Former Global Head of LPG Analytics, BP, President & CEO, World Energy Consultants, LLC.

- Assess rising Permian Basin NGL production and expectations under the Trump administration
- Examine the impact of NGL infrastructure development in the Permian Basin and international trade tariffs on LPG export volumes, arbitrage levels and trade routes.
- Explore the outlook for new fractionation plants to produce LPG for export over the next 5 years

  • 10:30
  • -
  • 11:00
  • Morning networking break
  • 11:00
  • -
  • 11:30
  • Long-term long- Global LPG outlook David Appleton - Senior Analyst, Argus
- Length in the global LPG market and what it means for prices in the next decade
- Where does demand growth create opportunity? And what suppliers are best positioned to meet that?
- How can you use these granular outlooks to position your business in the new year… and beyond
  • 11:30
  • -
  • 12:00
  • Traders’ perspective on hedging, exports, supply and global market dynamics Deacon Shorr - President, Libra Fearnleys

- Assess overall supply and demand with exports increasing
Explore hedging for the LPG market
- Discuss market structure and current state of supply

  • 12:00
  • -
  • 14:00
  • Networking luncheon
  • 14:00
  • -
  • 14:30
  • North American exports supplying the international market Amy Strahan - Editor, LPG Exports, Argus

- Understand how rail rates, terminals and other infrastructure considerations are impacting the North American LPG market
- Examine shifts in LPG movements including upgrades and planned projects
- Assess how US and Canadian oversupply is fueling international exports

  • 14:30
  • -
  • 15:00
  • China demand metrics and the anticipated impact of US-China trade tensions Carmine Battista - Head of Products Trading, Unipec America Inc
- Hear an outlook for LPG supply and demand balances and analyze China’s petrochemical projects and LPG contracts
- Discuss the status of existing contracts in China as LPG demand grows and arbitrages narrowing
- Explore the impact of trade tensions between the US and China
  • 15:00
  • -
  • 15:30
  • Evaluating the European LPG market and understanding the impact of European legislation on the region Jaume Loffredo - Policy Manager, Liquid Gas Europe
- Understand details on Europe’s LPG market structure and supply and demand dynamics
- Explore the impact of regulations on demand - now and in the future
  • 15:30
  • -
  • 16:00
  • Afternoon networking break
  • 16:00
  • -
  • 17:00
  • Interactive panel discussion – Unlocking value from the Canadian LPG markets
- Discuss daily assessments for LPG and methodology
- Explore the short term and long term values of hedging
- Assess the status of LPG futures contracts in Canada
- Analyze what terminals will get built; when and what capacity
- Evaluate how increasing Canadian LPG exports to Asia mean for Latin American demand for US LPG?

Panelists:
Gerry Goobie, Principal, Goobie Tulk Inc,
Ross Allen, Vice President, Business Development, Argus
  • 17:00
  • -
  • 19:00
  • Evening cocktail reception
  • 08:00
  • -
  • 09:00
  • Networking breakfast
  • 09:00
  • -
  • 09:05
  • Chairperson's welcome and day 1 recap
  • 09:05
  • -
  • 09:30
  • US supply and the retail market Andrew Little, VP, Supply and Logistics, AmeriGas Propane - Bill Marks, Director, Risk Management, AmeriGas Propane
- Understand the impact of propane exports on the domestic market
- Assess supply and demand scenarios for throughout North America
- Analyze how export volumes compete with domestic demand
  • 09:30
  • -
  • 10:00
  • Connecting the dots – Transloading and LPG transportation Phillip Hoskins - Sr. Director Business Development, Savage
- Assess logistical challenges relative to first mile/last mile for terminals, rail cars and customers
- Understand the benefits of material handling without taking title
- Discuss transloading related to the trucking side of transportation
  • 10:00
  • -
  • 10:30
  • NGL pricing and trading dynamics analysis/overview Michael Panas - Managing Consultant, NGLStrategy, LLC
- Propane, butane and ethane constraints affecting pricing
- Global seaborne trade dynamics and their effect on propane, butane and ethane pricing patterns
- Understand price outlook for propane, butane and ethane
  • 10:30
  • -
  • 11:00
  • Morning networking break
  • 11:00
  • -
  • 11:30
  • LPG as an alternative marine fuel in light of the IMO Marpol Annex VI JR Owens - Trader, Warner Petroleum Corporation, Trader, John W. Stone Oil Distributor LLC, Trader, JP Morgan Energy Ventures

- Hear about LPG as an alternative marine fuel and environmental impacts
Analyze the IMO impact on VLGC freight rates
- Calculate fleet adoption rates and weigh vs traditional bunker costs

  • 11:30
  • -
  • 12:00
  • Panama Canal case study– Update on regulations, 2020 and other considerations Nicolas Vukelja Duque, ENG MBA PD - CEO, Terramar Oil, Director, Panama Maritime Chamber

- Explore how limiting restrictions on LPG and LNG is impacting ships traversing the canal
- Evaluate how is this shift along with the upcoming 2020 regulation is impacting the booking process and scheduling for vessels
- Assess complications around waiting time and strategies to avoid delays

  • 12:00
  • -
  • 12:30
  • Outlook for the VLGC shipping market Reidar Sundvor - Managing Partner, ViaMar AS
- How much total trade will shift as a result of the LPG markets
- Understand how these changes will relate to expected shifts in fleet growth
- Explore overall earnings expectations for VLGC
  • 12:30
  • -
  • 12:35
  • Chairperson's closing and conclusion of conference