December 5, 2018
10 am – 11 am CST
The surge in US LNG exports and pipeline gas exports to Mexico is only getting underway. As both grow, they will have a significant impact on US gas prices, Mexican gas balances, and the rapidly evolving changes in global LNG balances. At the same time, radical shifts in the US market have prompted increased pricing volatility, which will likely have a trickle-down impact into the global natural gas market. Over the next 12 months, these changes heighten the risk to the gas price outlook in ways ranging from the wellhead in West Texas to the burner tip in London and Beijing.
Join S&P Global Platts Editors and Analyst for this LNG webinar. Hear current market dynamics, industry pricing updates, developments and changes in the markets, recent news in the natural gas industry, and submit questions to our team of LNG and Natural Gas specialists as they discuss the topics below
The outlook for US LNG and gas pipeline exports
The emerging role of Platts US GCM and Asian JKM LNG Pricing
The growing daily connection between US and Mexican gas markets.
S&P Global Platts
Ciaran Roe manages the S&P Global Platts LNG content team. This group is responsible for key price assessments, including Platts JKM. Previously Ciaran has worked in pricing across major bulk commodity markets, ranging from crude oil to oil products to iron ore. In the process, Ciaran has developed some of Platts most well-known global benchmarks. Ciaran is a regular speaker at industry events & media on subjects such as the impact of tariffs on trade, and the energy transition. He has a multi-discipline MA from the University of Edinburgh.
Head of Global Gas & Power
S&P Global Platts
Ira Joseph oversees the newly merged S&P Global Platts global gas and power departments, combining the former PIRA, Eclipse Energy & Bentek Energy teams. Ira brings more than 25 years of experience to the initiative, including the development of several of the core global business segments at PIRA: the European Gas, European Electricity, and Global LNG services.
Ira also contributes to PIRA’s Scenario Planning Service. He joined PIRA, now part of S&P Global Platts, in 1999 after working at Energy Intelligence Group for over a decade as Editor in Chief of World Gas Intelligence and Senior Editor of Petroleum Intelligence Weekly. Ira is also a Fellow at the Center on Global Energy Policy at Columbia University.
Manager, Americas Natural Gas Pricing
S&P Global Platts
Ryan Ouwerkerk is a Senior Pricing Specialist with the S&P Global Platts North American natural gas team in Houston, Texas. In this capacity, Ryan helps to develop the Platts daily and monthly indices, as well as provide market analysis for the Southeast market, including LNG and Mexico export markets.
Prior to joining S&P Global Platts, Ryan was a researcher with the Center for a New American Security think tank in Washington, D.C., conducting research and developing recommendations to help strengthen US energy policy that maximizes US economic growth and energy security, while minimizing the long-term risk to US geopolitical standing with Russia, China and the European Union. Prior research activity has also taken him to Cuba and Bolivia to research and analyze the economic impact that low energy and commodity prices have on economic activity, and the stability of society and government in both countries.
A native of Long Island, Ryan received his Bachelor’s in History from Loyola University Maryland, as well as a Master’s in Global Affairs and Energy Security from New York University.
This webinar will cover the following topics:
The Role of LNG and Pipeline Exports in North American Gas Balances
Projected increases in US LNG exports
Where LNG goes now and where it will go into the future
Pipeline exports to Mexico and the market’s potential
Mexico’s shift from LNG to pipeline gas
Americas LNG Pricing Dynamics
Profile of US LNG export pricing & its profile on arrival at regasification units
How the US market may evolve in terms of pricing & contract structure
The latest changes to global LNG pricing dynamics
Uncharted Territory: North America Pricing Volatility and Downstream Impacts
Combination of low storage, growing export demand and regional generation shifts kick start winter pricing
Shale Revolution 2.0: The impact infrastructure developments have had on pricing and flows winter on winter
Evolving dynamics in Mexican natural gas and power pricing
Looking beyond winter, market already pricing in constrained conditions, prompting volatility
*Agenda subject to change*
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