24 enero - 25 enero 2022
In-person: Houston, Texas, US & Online Access

Argus Americas Crude Summit

Global market recovery | CEO strategies | ESG initiatives

Start End
  • 07:00
  • -
  • 08:15
  • Morning registration, breakfast and networking
  • 08:15
  • -
  • 08:20
  • Welcome address from Argus’ CEO Adrian Binks - Chairman and CEO, Argus
  • 08:20
  • -
  • 08:30
  • Chairperson’s remarks and anti-trust reminder Matt Oatway - SVP North America, Argus

Keynote interviews

Start End
  • 08:30
  • -
  • 09:15
  • Opening address Mike Pompeo - Former Secretary of State (2018-2021), Former Director of the CIA (2017-2018)
  • 09:15
  • -
  • 09:30
  • Short break
  • 09:30
  • -
  • 10:00
  • CEO dialogues - Occidental Vicki Hollub - President and Chief Executive Officer, Occidental
  • 10:00
  • -
  • 10:30
  • CEO dialogues – ConocoPhillips Ryan Lance - Chairman and Chief Executive Officer, ConocoPhillips
  • 10:30
  • -
  • 11:00
  • Morning break

Market recovery and global production dynamics

Start End
  • 11:00
  • -
  • 12:00
  • Macro snapshot: Global market recovery, production considerations and trade decisions Speakers include - Argus, RBC Capital Markets
  • Examining global pandemic impacts and market recovery on crude and product trade flows
  • When can we expect the market to bounce back to pre-covid levels?
  • What regions and markets will drive oil demand as we move into 2022?
  • Exploring the current internal agenda and crude strategies of Opec+ members
  • How are production decisions shaping global crude trends and competition for supply?
  • A look at existing sanctions and the impact on future trade relations

Speakers:

Virtual - David Fyfe, Chief Economist, Argus

Virtual - Helima Croft, Managing Director and Head of MENA Research, RBC Capital Markets 

  • 12:00
  • -
  • 13:30
  • Networking lunch

Securing finance in the upstream industry

Start End
  • 13:30
  • -
  • 14:20
  • Panel discussion: Drilling down on the US E&P industry – how quickly will production rebound and what are investors looking for to fill the capital gap? Speakers - EnCap Investments L.P., Gunvor USA, Macquarie Group

The oil industry has been hit with low capital investment due to restraints from Wall Street in recent months. Hear from investors and financers on what they are looking for and how this lucrative business will kick-start with new capital investments

  • Creating visibility on exploration and production levels
  • What does the restricted funding from Wall Street mean for deploying future capital?
  • Where are we seeing new permits being issued across North America for drilling?
  • How has the increased discipline on capital impacted upstream growth?
  • What are some of the main issues surrounding capex and the availability of funds?
  • What are investors looking for and what are the risk and rewards involved?

Speakers:

Jason DeLorenzo, Managing Partner, EnCap Investments L.P
Tom McConnell, Business Development & Origination Lead, Gunvor USA LLC 
Ozzie Pagan, Head of Commodity Financing Americas, Macquarie Group   

 

The big push – ESG initiatives

Start End
  • 14:20
  • -
  • 15:00
  • Alternative energy panel: Incentives and drivers to operate in a new, sustainable framework Speakers - Citi, Williams, New Climate Ventures, Port of Corpus Christi
  • How are companies across the crude supply chain repositioning strategies to tackle decarbonization? 
  • Achieving carbon-neutral goals through sustainable mechanisms
  • What investments are being made in alternative energy and GHG emission reductions? 

Speakers:

Micheal Dunn, Executive Vice President and Chief Operation Officer, Williams
Sean Strawbridge, CEO, Port of Corpus Christi
Eric Rubenstein, Managing Partner, New Climate Ventures
Nasser Malik, Managing Director and the Head of Corporate Banking, Sustainability & Corporate Transitions, Citi

  • 15:00
  • -
  • 15:30
  • Afternoon break

Regional production case studies

Start End
  • 15:30
  • -
  • 16:20
  • Spotlight on Canada: Boosting production and supply – what role does Canada play? Speakers - Enbridge, MEG Energy

All eyes are on Canada as production grows, together with investments in infrastructure. Join this panel to explore the changing production and logistics landscape, what this means for the US and future export markets

  • Understanding the prospects of the Canadian oil market, including production developments
  • Could Canadian supply to the Gulf coast influence other trade flows?
  • What is China’s appetite for Canadian crude and who will buy it?
  • What is the government’s focus on climate change, CO2 and restrictions on oil sands?

Speakers:

Virtual - Colin Gruending, Executive Vice President and President of Liquids Pipelines, Enbridge

Naomi Esfahani, Senior Advisor, Market Fundamentals and Corporate Planning, MEG Energy


  • 16:20
  • -
  • 17:00
  • Latin America focus panel: Positioning the region for increased production and exports to the global market Speakers include - Petrobras, Ecopetrol
  • Which new frontiers are boosting production and supply in the region? 
  • How much new supply should we expect from Brazil, Colombia and other regions? 
  • How have crude exports from Latin America evolved throughout 2021 and what might we expect as we move into 2022? 
  • Where are future demand markets for Latin America crude and will the US and Asia Pacific continue to drive the export market? 

Speakers:

Virtual - Alipio Ferreira, Executive Manager, Global Trading, Petrobras 
Virtual - Pedro Manrique, Commercial & Marketing Vice President, Ecopetrol  

 
  • 17:00
  • -
  • 17:10
  • Chairperson’s closing remarks Matthew Oatway - SVP North America, Argus
  • 17:00
  • -
  • 19:00
  • Networking reception Sponsored by Vortexa

Refinery transformations | Crude pricing and demand | Infrastructure

Start End
  • 07:00
  • -
  • 08:30
  • Morning registration and breakfast
  • 08:30
  • -
  • 08:35
  • Chairperson’s remarks and anti-trust reminder Matthew Oatway - SVP North America, Argus

The role of the refinery and business transformation

Start End
  • 08:35
  • -
  • 09:10
  • Keynote fireside chat: Navigating the energy transition and managing market volatility Colin Parfitt - Vice President Midstream, Chevron
  • How are energy majors navigating and investing in the energy transition?
  • As the industry progresses throughout the transition, how will the sector manage market volatility?
  • What impact will the transition have on traditional fuels demand and how is the sector investing in alternative fuel sources?

Speaker:

Colin Parfitt, Vice President Midstream, Chevron

  • 09:10
  • -
  • 10:00
  • Panel discussion: The fuels mix of the future and the impact on refining sector Speakers - Par Petroleum, Pearson, Adair & Co.
  • What is the future of traditional gasoline and diesel demand and how has oil price recovery impacted the market?  
  • How will alternative road fuels evolve and what impact will this have on crude demand?  
  • How are refineries repositioning to meet increasing demand for alternative fuel sources and lower emissions?  
  • Crude to chemicals – with chemical growth continuing to climb, how will end markets compete for crude feedstock supply? 
Speakers:

Horace Hobbs, Executive Advisor, Pearson, Adair & Co. 
Joseph Israel, President & CEO, Par Petroleum

  • 10:00
  • -
  • 10:45
  • Morning break
  • 10:45
  • -
  • 11:45
  • Panel discussion: A view on Asia Pacific’s market and future demand opportunities Speakers - Cosmo Oil, Nayara Energy, Argus
  • How is the refining landscape changing in China due to government planning?
  • What is the behavior of Chinese, South Korean and Indian refineries – are they shifting their focus?
  • What impact will the energy transition have on Asia’s refineries and future demand?
  • How is Asian crude and products demand developing and will the region continue to drive markets?

Speakers:

Mitsuyasu Kawaguchi, General Manager for Crude and Tankers, Cosmo Oil
Kashinath Shanbhag,
Head of Crude Oil & LNG Trading, Nayara Energy
Tom Reed,
Vice President China, Crude and Products Editorial, Argus

*This session is pre-recorded 

  • 11:45
  • -
  • 12:30
  • Exploring structural changes in global crude pricing and benchmarks Speakers include - ICE, CME Group, Argus
  • What are the fundamental changes in how crude oil is priced around the world?
  • Understanding what makes for a good transparent market with reduced risk
  • How has market unpredictability impacted oil prices?
  • How are the crude markets evolving/developing for Brent? For WTI on the US Gulf Coast? For Middle Eastern sour grades?
  • How is the UAE developing as a commodity trading hub?

Speakers:

Mike Wittner, Director, Head of Oil Market Research, ICE
Peter Keavey,
Managing Director, Global Head-Energy Products, CME Group
Euan Craik,
President, Petroleum, Argus

  • 12:30
  • -
  • 13:30
  • Networking lunch

Infrastructure and pipeline developments

Start End
  • 13:30
  • -
  • 14:00
  • Fireside chat: The future of pipeline capacity, reversals and expansions Bevin Wirzba, Executive Vice-President, Strategy and Corporate Development and President, Liquid Pipelines - TC Energy
  • Will production catch up to surplus pipeline capacity in 3-5 years? 
  • How has the cancellation of several major pipeline projects impacted pipeline operators?  
  • How have pipeline reversals impacted capacity and what might we see in the future?  
  • Will we see future merger activity and what impact will this have on future capacity?  

Speaker:

Virtual - Bevin Wirzba, Executive Vice-President, Strategy and Corporate Development and President, Liquids Pipelines, TC Energy

  • 14:00
  • -
  • 15:00
  • Global outlook of freight, shipping rates and the impact of the energy transition Speakers - Trafigura, Teekay Tankers, Vortexa, Argus
  • Freight and tankers – where are they going and what is the impact on crude trade? 
  • Understanding how freight is impacting global arbitrages 
  • What’s the impact of the energy transition on the freight market and how might this impact traditional marine fuel demand?  
     

Speakers:

Virtual - Andrea Olivi, Global Head of Wet Freight, Trafigura 
Virtual - Mikkel Seidelin, Director Chartering & Freight Trading, Teekay Tankers
Conor Stone, Product Specialist, Vortexa
Virtual - Alex Younevitch, Head of Freight, Argus

  • 15:00
  • -
  • 15:45
  • Afternoon break
  • 15:45
  • -
  • 16:30
  • An outlook for US Gulf Coast crude exports and infrastructure projects updates Speakers - Energy Transfer, KPLER, EPIC Midstream
  • How have crude exports from the US Gulf Coast evolved and what might we expect in 2022?  
  • Where is crude supply headed and what regions will drive global demand in the short and long term?  
  • How are the various ports and terminals evolving to accommodate new export capacity and what projects are coming online?  
  • How are VLCC options shifting the supply chain and opening new trade flows? 

Speakers

Adam Arthur, EVP U.S. & International Crude Oil and Canada, Energy Transfer
Matt Smith,
Lead Oil Analyst, KPLER
George Millas,
Chief Commercial Officer, EPIC Midstream

  • 16:30
  • -
  • 17:00
  • Looking ahead: The long-term role of oil in the energy transition Helen Currie - Chief Economist, ConocoPhillips
  • How will oil majors need to position themselves to stay competitive in the future? 
  • The importance of the oil industry and why it is here to stay 
  • What are the next steps for the industry? 
     
Speaker:
Helen Currie, Chief Economist, ConocoPhillips 
  • 17:00
  • -
  • Chairperson’s closing remarks Matthew Oatway - SVP North America, Argus

View the PDF agenda

Click on the link to download your copy of the PDF agenda for the Argus Americas Crude Summit, back in-person and online in Houston, TX, January 24-25, 2022.