S&P Global Platts Calgary Oil & Energy Forum

7:30 am

Registration Opens & Networking
Breakfast

8:30 am

Welcome & Opening Remarks

Eswaran (Esa) Ramasamy
Global Director
Market Development & Engagement
S&P Global Platts

8:45 am

Global Energy and Crude Oil Market Outlook

• Global Energy and Crude Oil Market Outlook

• Role of shale, OPEC and other non-OPEC supply in driving near term balances

• Reference case outlook for crude price, key natural gas and NGL prices

• Major sources of risks to the outlook

Dr. Mark Schwartz
Director of Strategy
Analytics
S&P Global Platts

9:15 am

North American Gas: Update

• West Coast Energy: Increased reliance on gas from the Rockies for Northwest demand, as Canadian flows are expected to decrease through the summer.

• Alberta competes with other regions: The Upper Midwest is less reliant on Alberta’s natural gas, as Northeast pipelines have come online, feeding gas into the region.

• Forward looking: AECO Gas could find strength in LNG Canada.

Eric Janssen
Sr. Pricing Specialist
Americas Natural Gas
S&P Global Platts

9:45 am

Summer and Winter price outlook

• Rover & NEXUS flows seen disrupting legacy pipelines

• Slowing production gains — particularly out of the Appalachian basins as a result of investor feedback

• Permian basin’s liberation from constraints, what it means to prices, flows and production now and post Gulf Coast Express in-service

• The welcome and disruptive nature of the massive LNG additions along the Texas, Louisiana Gulf Coast in 2019/20

Beth McKay
Team Lead
North American Natural Gas Analytics
S&P Global Platts

10:30 am

Mid-Morning Networking break

11:00 AM

North American NGL Outlook

• WCSB boasts significant NGL growth potential

• NGL infrastructure struggles to keep up with supply

• LPG exports are pushed to the limits, with pricing consequences

• Diluent demand is down, but not for long

Austin Rial
PE,
Senior NGL Analyst
S&P Global Platts

11:30 am

Polymers: North America | A look at the US olefins/polymers market:

• Recap of expectations heading into 2019

• Performance vs Expectations

• A look at upcoming capacity startup

• How does Canada fit in to growing North American capacity expansions

Brian Balboa
Managing Editor
Americas Olefins & Polymers
S&P Global Platts

12:15 pm

Lunch

1:30 pm

Crude market update: A rollercoaster year

• The lows and highs of Canadian crude prices

• Competition with other imported grades in the US

• Rising production and exports from the US

Laura Huchzermeyer
Managing Editor
Americas Crude
S&P Global Platts

2:00 pm

North American Oil Outlook

• What’s to come for Canadian fundamentals, takeaway, and pricing

• U.S. shale plays – takeaway options return to the forefront

• Shifting differentials – how changes to takeaway, and IMO, will impact inland diffs

• Crude oil exports – substantial growth is on the horizon

Jenna Delaney
Team Lead
North American Oil Analytics
S&P Global Platts

2:30 pm

Afternoon Networking Break

3:15 pm

Major changes in store as IMO 2020 approaches

• Impact of regulations on outlook for fuel oil and distillate demand in perspective

• How will the refining industry adjust?

• What does this mean for cracks, spreads, margins, crude differentials?

Dr. Mark Schwartz
Director of Strategy
Analytics
S&P Global Platts

3:45 pm

Refined product market update

• The emergence of a new market for 0.5% marine fuel

• The impact of the new shipping fuel standards across all oil markets

• Latest developments in gasoline, diesel and jet fuel market

Beth Brown
Managing Editor
US Fuel Oil, Bunkers
S&P Global Platts

4:15 pm

Q&A Panel

4:30 pm

Closing Remarks

Eswaran (Esa) Ramasamy
Global Director
Market Development & Engagement
S&P Global Platts

4:45 pm

End of forum