11 июня - 12 июня 2019
São Paulo, Brazil

Argus Southern Cone Power & Gas Conference

Session 1: Power generation

Start End
  • 09:00
  • -
  • 09:30
  • The role of natural gas in Southern Cone power generation Christian Iturri - General Manager, Sales and Origination South America, Shell Energy Americas
  • Overview of Southern Cone energy – characteristics of each individual country
  • The growing utilisation of renewable energy and the evolving role of natural gas based energy production - what role will natural gas play in the energy transition and eventual energy matrix?
  • 09:30
  • -
  • 10:00
  • Brazil – gas, power and policy Giovani Machado - Head - Natural Gas and Biofuels Department, EPE (Energy Research Office)
  • Government reforms and deregulation of the gas and power industry – What plans are there for investments, divestments and free market principles for the energy industry?
  • How will private, foreign and domestic investment be attracted? How can reforms make the industry more dynamic and increase liquidity and private investment?
  • 10:00
  • -
  • 10:30
  • Brazilian power market and the position of thermal power plants Xisto Vieira Filho - Chairman, ABRAGET (The Brazilian Association of Thermoelectric Generators)
  • Power demand and prices – how much power is required? Which industries are driving demand? What proportion of power demand will be catered for by natural gas based power stations?
  • Government policies, tariffs and future PPAs – the role of natural gas and TTPs in power generation
  • What proportion of natural gas power plants are base load vs peak load compared to hydropower stations? How does this affect TTPs and natural gas demand?
  • To what extent does do LNG imports and natural gas supply represent the most flexible and cleanest back stop to renewable energy power generation and potential climatic unreliability?
     
  • 10:30
  • -
  • 11:15
  • Networking refreshment break
  • 11:15
  • -
  • 11:45
  • Role of Thermal Power Plants in Brazil’s energy matrix Gabriela Timerman - LNG Terminals Development Manager, Golar Power
  • How does TPP based energy production interact with other sources – hydro, wind and solar?
  • What legal, regulatory and market challenges are there to TPPs in Brazil?
  • Unbundling the gas chain – commercialisation and growing role of private companies
  • What role will LNG play as a fuel? What role will small scale LNG businesses play in this?
  • 11:45
  • -
  • 12:15
  • Planned restructuring of Petrobras and new Brazilian government policies José Fernando Freitas - Head of the Coordination of Land Areas, ANP (National Agency of Petroleum, Natural Gas and Biofuels)
What will it mean for upstream operations? Will there be opportunities for new players during the potential disinvestment programme?
  • 12:15
  • -
  • 13:45
  • Networking lunch

Session 2: Indigenous gas supply

Start End
  • 13:45
  • -
  • 14:15
  • Overview of the Brazilian gas and power industry and investment potential Álvaro Ferreira Tupiassu - General Manager Planning & Marketing – Gas & Energy, Petrobras
  • How are the onshore and offshore gas supplies evolving?
  • What investment potential is there across upstream, midstream and downstream natural gas projects? How are regulations being adapted to attract further investment both domestically and internationally?
  • What does increased natural gas production mean for the makeup of the power industry?
  • 14:15
  • -
  • 14:45
  • Vaca Muerta and Southern Cone natural gas supply Jorge Dimopulos - Business Development Director, Tecpetrol
  • Case study: Tecpetrol’s Vaca Muerta project
  • What infrastructure improvements are required to enhance the Vaca Muerta plays and potential export?
  • What effects could new volumes from Vaca Muerta have on the Southern Cone natural gas price? How could it influence regional natural gas markets?
  • 14:45
  • -
  • 15:15
  • Bolivia’s role in gas regional gas supply Sergio Antonio Guzmán Rios - Director of Exploration, Drilling and Reservoirs, Agencia Nacional de Hidrocarburos
  • Bolivian natural gas – exploration and current volumes overview
  • Contract renewal with Petrobras and Brazil – what volume and price will be agreed? What will it mean for gas prices and power generation in Brazil?
  • What other options are there for the sale of Bolivian gas in Brazil? Could it be sold directly to smaller scale distributors?
  • Argentina contract – beneficial new two year Addendum: what happens next? how will the renegotiated contract affect gas supply and LNG demand in Argentina? What does this mean for Bolivia and regional gas supply?
  • 15:15
  • -
  • 15:45
  • Networking refreshment break
  • 15:45
  • -
  • 16:15
  • Pre-salt projects – Shell case study Senior representative - Shell
  • Gas volumes and costs – when will it reach the domestic gas markets?
  • Required gas reinjection levels – what will this mean for gas production from the well?
  • 16:15
  • -
  • 16:45
  • Regional carbon management strategies for oil and gas compared and evaluated Nigel Jenvey - Global Head, Carbon Management, Gaffney, Cline and Associates
  • Carbon policy and regulations in Argentina, Brazil and Chile
  • Examples of carbon solutions for oil and gas
  • How effective is each countries strategy in terms of achieving lower carbon intensity oil and gas production in a cost-effective manner?
  • What is the value of carbon management for oil and gas in the Southern Cone? Could a supplier partnership emerge in the region?
  • 16:45
  • -
  • 17:15
  • Pre-salt plays – infrastructure requirements and timelines Marcelo Alfradique - Deputy Superintendent of Natural Gas and Biofuels, EPE (Energy Research Office)

What infrastructure improvements are required to bring pre-salt gas and liquids to the mainland?

  • 17:30
  • -
  • Networking reception and end of day 1

Session 3: LNG – regional requirements and global market

Start End
  • 09:00
  • -
  • 09:45
  • Panel discussion: Global LNG market, LNG in the global gas market – trade flows and prices
  • Supply – new projects and projected availability, politics and exports and a deep dive into US LNG exports
  • Demand – evolution of demand in South Asia and the potential of India, Pakistan and Bangladesh as an LNG importer and what it could mean for supply and prices
  • How is the Latin American LNG market affected by the far larger, more stable Asian LNG market?
  • The role of traders and portfolio players in moving the market to shorter term, delivery flexible contracts
  • What options are there for flexibility in contracted volumes, delivery schedules and pricing?
  • Forecasting – will the market move towards consolidation or commercialization in the face of rising supply?

Moderator: Clayton Melo, Brazil Country Manager, Argus

Panellists:
Akira Miyamoto,
Executive Researcher, Energy Resources and International Business Unit, Osaka Gas
Theo Agbonifo,
Asset Integrity & Long-term Activity Coordinator, Nigeria LNG

  • 09:45
  • -
  • 10:15
  • LNG prices – the evolution of spot prices and long-term contracts Matthew Monteverde - Vice President – Generating Fuels, Argus
  • Global gas prices and LNG supply
  • Does the LNG market need gas or oil price links anymore?
  • The effects of LNG prices on trade flow and trade flow on prices
  • 10:15
  • -
  • 10:45
  • Networking refreshment break
  • 10:45
  • -
  • 11:15
  • Southern Cone LNG – demand drivers, seasonality and import environment Takayuki Enji - Energy Department Director, Mistubushi
  • What role will LNG play in Southern Cone countries’ energy strategy? How much and where will LNG be purchased?
  • LNG infrastructure – import terminals and the role of FSRUs
  • Argentina – LNG requirements and potential as an LNG exporter, strategies to negate seasonal demand issues – using FLNG to export
  • Brazil – LNG spot purchasing vs longer term contract? Could LNG imports be displaced by pre-salt gas in the future?
  • Chile – how will gas be procured? Will Argentina play a major exporting role to Chile? What other options are there for LNG purchasing?
  • 11:15
  • -
  • 11:45
  • Regional import strategies compared and evaluated - Gaffney, Cline and Associates
  • Argentina – spot bids and flexible delivery times
  • Brazil – diversifying supply and terminals with small volume spot market purchases
  • Chile – longer term contracts and continued reliance
  • How effective is each countries strategy in terms of gaining the best value from the market and meeting their national demand for natural gas?
  • Would a hub and spoke import structure be feasible for Southern Cone countries? Could a buyer partnership emerge in the region?

Nick Fulford, Global Head, Gas & LNG, Gaffney, Cline and Associates
Asish Mohanty,
Principal (Americas), Gas & LNG, Gaffney, Cline and Associates

  • 11:45
  • -
  • 12:15
  • LNG exporter strategies for Southern Cone Adrian Sookhan - Research Assistant, Gas Exporting Countries Forum
  • How can exporters tailor their offerings to better cater to Southern Cone LNG purchasing requirements?
  • What options are there for flexibility in contracted volumes, delivery schedules and pricing?

Session 4: Gas and power infrastructure

Start End
  • 12:15
  • -
  • 12:45
  • Case study: Sergipe and other Latin American Golar Power projects Celso Siva - Executive Vice President, Golar Power
  • Overview of Sergipe LNG to power project
  • Challenges and opportunities – regulatory, technical and tributary
  • 12:45
  • -
  • 13:15
  • Pipelines and connections – Petrobras and the restructuring of the Brazilian market Marco Antonio Barbosa Fidelis - Advisor for the Superintendence of Infrastructure and Transportation, ANP (National Agency of Petroleum, Natural Gas and Biofuels)
  • What will the privatisation and diversification of the mid stream and down stream markets in Brazil mean for infrastructure and future infrastructure investment?
  • Capacity market: pipelines – what will this mean for prices and transportation costs? How can transportation costs become more transparent? What steps need to be taken to promote an entry-exit rather than point to point model?
  • What reforms in regulations are necessary to cut the red tape and concessions process for new pipelines?
  • TBG open season – how will transport contracts be affected by Petrobras’ repositioning?
  • 13:15
  • -
  • Networking lunch and end of conference