Northeast Power and Gas Markets Virtual Conference from S&P Global Platts

Where energy connects

Join us this spring for a virtual journey through the energy landscape of power and gas in the US Northeast region. Now in its 16th year, this event draws a diverse community of high-level business executives in energy generation, infrastructure, investment, and regulatory affairs.

This conference features a variety of well-renowned experts with a keen eye for the trends and topics impacting the markets in the region. The insight and networking opportunities will empower decision-makers to proceed with confidence, knowing that they have the information needed to propel their businesses forward.

This year's distinguished keynote address:

Changes on the Horizon—Zeroing in on Clean Energy, Climate Change and
Federal Regulation

The Honorable Allison Clements, Commissioner, Federal Energy Regulatory Commission (FERC)

Plus hear from these companies:

Anbaric ∙ Ameresco ∙ Avangrid ∙ Bank of America Merrill Lynch ∙ Barclay Damon ∙ Bates White Economic Consulting ∙ BHE Gas Transmission & Storage ∙ Black & Veatch Management Consulting ∙ Calpine Corporation ∙ Competitive Power Ventures ∙ Daymark Energy Advisors ∙ Edison Electric Institute (EEI) ∙ Eversource Energy ∙ Exelon Corporation ∙ Federal Energy Regulatory Commission (FERC) ∙ Goldman Sachs ∙ Hull Street Energy ∙ LS Power ∙ McKinsey & Company ∙ Monitoring Analytics ∙ Morningstar ∙ Natural Resources Defense Council (NRDC) ∙ Natural Gas Supply Association ∙ New England Power Generators Association ∙ Nodal Exchange ∙ NRG Energy ∙ Pierce Atwood LLP ∙ Plug Power ∙ Repsol ∙ Safari Energy ∙ S&P Global Platts ∙ Williams Companies— and more to be announced

Agenda highlights:

S&P Global Platts Pre-Conference Workshop—Wednesday, May 26th

Explore how fuel diversity is transforming the power sector and impacting pricing.

Morningstar Case Study

The Empire (State) Strikes Back—The New Green Energy Super Highway?

About Charlie Palmer

Influenced by his upstate New York childhood experience working in his family’s vegetable garden, Charlie Palmer was an early advocate of farm over factory food. In 1988, he made a landmark commitment to creating dishes featuring regional American ingredients at his sublime three-star Aureole. During its 30 years as a brick-and-mortar restaurant, Aureole earned 13 Michelin stars and two James Beard awards.

Early Bird Rate: $199
Full Rate: $299

Register by April 23 to save $100.

Agenda

All times are in EDT

May 26, 2021

9:30 am Environment and Exhibit Hall Opens
10:00 am WORKSHOP: Northeast Power—How the Fuel Diversity Mix is Transforming Power Supply and Impacting Pricing
— NYISO/ISO-NE market update—featuring the Renewable Curtailment Index /Renewable Penetration Index
— PJM/MISO market update—Renewable Curtailment Index /Renewable Penetration Index
— Supply mix and driver impacts including natural gas and nuclear

Moderator: Amy Gasca, Global Power Managing Editor,
S&P Global Platts
Karen Rivera, Power Pricing Analyst,
S&P Global Platts
Daryna Kotenko, Power Pricing Analyst,
S&P Global Platts
10:40 am How Natural Gas and Nuclear Prices Can Impact Power Prices and Reliability Overall
Moderator: Amy Gasca, Global Power Managing Editor,
S&P Global Platts
Grace Parker, Power Pricing Analyst,
S&P Global Platts
Courtney Love, Americas Natural Gas Pricing Analyst,
S&P Global Platts
11:05 am S&P Global Platts Interactive Discussion and Audience Q&A
— Types of price or data gaps
— What new indices are in the works?

Amy Gasca, Global Power Managing Editor,
S&P Global Platts
11:30 am Break

11:45 am CASE STUDY Perspectives On Potential Energy Sector Implications Under a “0-By-35” Scenario With A Focus On ISO-New England
Humayun Tai, Senior Partner,
McKinsey & Company
Ksenia Kaladiouk, Associate Partner,
McKinsey & Company
Jesse Noffsinger, Associate Partner,
McKinsey & Company
Evan Polymeneas, Associate Partner,
McKinsey & Company
12:15 am Break
12:30 am S&P Global Platts Low Methane Gas Market Design
— Responsible gas market history
— Why focus on methane emissions in production?
— Current market status
— Platts proposed new certificate market design

Mark Callahan, Editorial Director, Americas Generating Fuels and Power Pricing,
S&P Global Platts
Kelsey Hallahan, Senior Pricing Specialist, Americas Natural Gas,
S&P Global Platts
1:00 pm Sessions Conclude

May 27, 2021

9:00 am Environment and Exhibit Hall Opens
9:20 am Chef Charlie Palmer’s “Power Breakfast” Cooking Demonstration
Charlie Palmer, famed chef of Charlie Palmer Steak and other flagship restaurants throughout NYC, hosts a live demonstration of the perfect “Power Breakfast” to kick your morning into high gear.
9:55 am Chair's Welcome and Opening Remarks
Paul Cusenza, Chairman, Chief Executive Officer,
Nodal Exchange
MORNING GENERAL SESSIONS
10:00 KEYNOTE: Changes on the Horizon—Zeroing in on Clean Energy, Climate Change and Federal Regulation
Facilitator: Marc Montalvo, President, Chief Executive Officer,
Daymark Energy Advisors
The Honorable Allison Clements, Commissioner,
Federal Energy Regulatory Commission (FERC)
10:30 am OUTLOOK: Northeast Power and Gas Markets Outlook—Where Are the Markets Heading?
Gas Outlook
— Pipeline constraints, producer capital discipline poised to rein in Northeast production
— What is the outlook for pipeline projects currently in the queue? Can more be built longer-term?
— Is the strength in Northeast power burns enough to propel regional natural gas prices higher?

Power Outlook
— Is power demand recovering from last year’s decline?
— What is the outlook for renewables after a record number of new builds in 2020?
— Climate policies and pathways under the Biden administration — Prospects for offshore wind and gas-coal
— Implications of the recent winter supply issues (especially in Texas)

Emmanuel Corral, Energy Analyst,
S&P Global Platts
Manan Ahuja, Head of Americas Power Analytics,
S&P Global Platts
11:30 am Exhibit Hall & Networking Break
MORNING PANEL BREAKOUT SESSIONS—MARKET TRENDS
11:45 TRACK A: Power Perspective—Current Market Trends Impacting the Northeast Region
— Chasing clean energy goals—How and when might the energy industry meet zero carbon goals?
— How does the Northeast achieve a carbon neutral economy by 2050 (electricity, buildings and transportation) while maintaining or improving energy reliability and resiliency?
— Shaking up the power portfolio mix—Could hydrogen and other hybrid solutions be sought out for long-term resource planning?
— Harmonizing resources—How will alternative resources mesh with the more traditional ones as the industry moves through this energy transition?
— Renewables—Offshore wind buildout: Where and when might the region see growth?
— As costs continue to decrease, could solar development be on the rise?
— How distributed generation (DG) solar and storage is helping the Northeast meet emissions reduction targets and why DG needs to be part of the solution in addition to large scale renewables
— With a new administration in place, how might this change the regulatory landscape?
— As states push to become more involved in ISO/RTO decision-making, how may this help/hurt the energy transition movement in the Northeast?

Moderator: Sherman Knight, President, Chief Commercial Officer,
Competitive Power Ventures
William Berg, Vice President, Wholesale Market Development,
Exelon Corporation
Roger Kranenburg, Vice President, Energy Strategy and Policy,
Eversource Energy
Sanjay Shrestha, Chief Strategy Officer,
Plug Power
Kathryn Chelminski, Director, Policy and Strategy,
Ameresco
Dan Dolan, President,
New England Power Generators Association
11:45 pm TRACK B: Gas/LNG Perspective—What Role Will Gas Play as the Northeast Moves Towards Alternative Energy Sources?
— Spotlighting the vital role gas plays in system reliability/resilience and how it can complement the clean energy transition
— How might Biden’s new administration help/hinder the role of gas in clean energy?
— Pipeline constraints—Finding solutions to an on-going issue
— LNG to the rescue? How trucking LNG into the Northeast may provide an alternative to pipeline constraints
— Could incentivizing generators to contract more LNG in the winter be an option?

Moderator: Yvonne Hennessey, Partner,
Barclay Damon
Dena Wiggins, President, Chief Executive Officer,
Natural Gas Supply Association
Karen Iampen, Vice President, Trading and Origination,
Repsol
Roger Williams, Vice President, Commercial LNG and Gas Development,
BHE Gas Transmission and Storage
Micheal Dunn, Executive Vice President, Chief Operating Officer,
Williams Companies
Deepa Poduval, Vice President,
Black & Veatch Management Consulting
12:45 pm Exhibit Hall & Networking Break

1:00 pm CASE STUDY: The Empire (State) Strikes Back—The New Green Energy Super Highway?
— Recent annual load trends and COVID have trended load in the right direction, but does it really matter?
— Increased focus and transmission upgrades to combat center east congestion are getting serious, but will it be enough?
— Significant supply side shifts are on underway, coupled with transmission upgrades—What will the new New York look like?

Daniel Grunwald, Product Manager, Power Analytics,
Morningstar
AFTERNOON PANEL BREAKOUT SESSIONS—INFRASTRUCTURE AND INVESTMENTS
1:30 pm TRACK A: Transmission Infrastructure Buildout in the Northeast
— Infrastructure buildout—Identifying a plan to connect renewables to the grid
— Transmission expansion—How do multi-states make it work? How can everyone benefit?
— Improving policies and processes in an effort to promote cost-effective development of transmission buildout

Moderator: Enza Rosi, Director, Data Analytics, Commodities and Energy,
Morningstar
Emily Fisher, General Counsel, Corporate Secretary, Senior Vice President, Clean Energy,
Edison Electric Institute
Fernando Gallinas, Senior Director, Business Development,
Avangrid
Sharon Segner, Vice President,
LS Power
Soam Goel, Senior Partner,
Anbaric
1:30 pm TRACK B: Investing in Northeast Power and Gas—Which Deals Are Happening and Which Deals Are Not
— Renewables versus gas—What makes green energy the more attractive deal?
— How are financiers viewing the conflicts in capacity markets around state versus federal regulation?
— Offshore wind opportunities were hot in 2020—With solar costs decreasing, could solar deals make a comeback?
— Tax credit extensions—Are they still a key factor in attracting investors to renewable deals?
— Tax equity—Will the power financing sector see a rise in this?

Moderator: Valerie Green, Partner,
Pierce Atwood LLP
David Heyman, President,
Safari Energy
Julien Dumoulin-Smith, Head of US Power,
Bank of America Merrill Lynch
Harry Singh, Vice President, US Power,
Goldman Sachs
Kevin Telford, Vice President,
Hull Street Energy
2:30 pm Exhibit Hall & Networking Break
AFTERNOON GENERAL SESSION PANEL
2:50 pm PANEL: The Electricity Markets of Today—Will They Look the Same Tomorrow Under New FERC Leadership?
— Wholesale market redesign—How to keep markets stable amid state policies versus federal rulings
— What might long-term contracting look like under a new redesign?
— Resource Adequacy—Is the answer in a complete market overhaul? Or can more mechanisms be implemented to ensure reliability?
— FERC Order 2222—Opening up the wholesale energy markets to distributed energy resources (DERs) and the benefits/challenges this presents for capacity markets
— FERC Order 1000—Can industrywide reform be achieved?
— Minimum Offer Pricing Rule (MOPR)—How this rule is impacting the ISO-NE, NYISO and PJM markets
— What other capacity market designs and design changes are being discussed should MOPR end? What are the pros and cons to these changes?

Moderator: Carolyn Berry, Principal,
Bates White Economic Consulting
Brett Kruse, Vice President, Market Design,
Calpine Corporation
Travis Kavulla, Vice President, Regulatory Affairs,
NRG Energy
Marji Philips, Vice President, Wholesale Market Policy,
LS Power
Joseph Bowring, President,
Monitoring Analytics
Tom Rutigliano, Senior Advocate,
Natural Resources Defense Council (NRDC)
3:55 pm Chair’s Closing Remarks
4:00 pm Close of Virtual Conference