2019 OUTLOOK FOR US CRUDE AND NATURAL GAS
WEBINAR

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February 19, 2019
2:30 PM CST

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Online

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Free

S&P Global Platts

Summary

Join us on Tuesday, February 19, 2019 at 2:30pm CT, for our State of the Industry webinar series. This presentation titled 2019 Outlook for US Crude and Natural Gas will review what the recent ups and downs in oil prices indicates for 2019 and how it will impact US drilling activity. Similarly, the volatility in gas prices is expected to continue in early 2019 as we look at producer sentiment and capacity limitations through the year.

Additional topics to be covered include:

  • Trends in new well and rig activity in the US upstream

  • Drilling activity forecast by major plays and basins

  • US natural gas production by region

  • Basin specific well economics

  • Takeaway capacity update

There is no cost in attending this webinar. Simply fill out the registration form on the right and add to your calendar. We look forward to your attendance. For questions, please call customer service at 800-371-0083 or email [email protected]



Speakers


Mason McLean

Analyst, Quantitative Analysis
S&P Global Platts

Mason McLean is an Energy Analyst on the North American Natural Gas and Power Analytics team. Mr. McLean primarily focuses on Rockies fundamentals as the lead natural gas analyst for the Rockies desk, where he is responsible for publishing daily, weekly and monthly reports, while also contributing content to Platts Gas Daily publication. Additionally, Mr. McLean also contributes regularly to the consulting group and has experience covering Southeast/Texas fundamentals, LNG exports, and Mexico. Mr. McLean holds a Bachelor of Science degree from Texas Christian University.


Trey Cowan

Senior Industry Analyst
S&P Global Platts

Trey Cowan is a Senior Industry Analyst for S&P Global Platts Analytics with over 20 years of experience specializing in equity analysis, forecasting and energy consulting. He provides weekly commentary and analysis on US drilling activities through the firm’s various publications, such as RADAR and The Land Rig Newsletter. Cowan is a Texas licensed CPA and holds an MBA in Finance from Vanderbilt University.

Agenda

3:00pm

Registration & Networking

3:30pm

Welcome Address and Introductions

Ross McCracken, Managing Editor, Energy Economist

3:40pm

Spot LNG: a market in transition

  • 2015: The year of the tender
  • Liquidity and transparency – emerging trends
  • Changing demands: Increased flexibility
  • LNG derivatives: Platts JKM TM swaps & the need for effective hedging tools

Stephanie Wilson, Managing Editor, Asia LNG

4:10pm

Europe as a balancing point for cargoes

  • How Europe has reacted to increased supplies in LNG
  • How the market is pricing US LNG exports into the forward curve
  • LNG derivatives: JKM TM swaps and emerging trends in liquidity

Desmond Wong, Managing Editor, Europe LNG

4:30pm

Networking Break

5:00pm

Looking ahead: The next 5 years…Pricing and fundamentals outlook

  • A supply glut from Australia and the US and consequences for the market
  • Price Convergence: Henry Hub, NBP and their importance as price anchors for Platts JKM TM
  • Time for change: The prospects for gas-on-gas pricing in the LNG market

May Mannes, Head of Gas & LNG Analysis (Eclipse Energy Group, a unit of Platts)

5:30pm

Panel discussion

Ross McCracken, Managing Editor, Energy Economist

6:00pm

Conclusion

Agenda subject to change

TIME UNTIL EVENT

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