DUG Appalachia Conference 2023 Speaker Presentations
Day 1: Wednesday, Nov 29th
The State of the Utica: The Code's Cracked
Ohio operators are making record-shattering wells in the Utica/Point Pleasant in the oil and gas friendly state where there are greater—and growing—options for takeaway. Hear of Ohio’s distinct advantages—both above and below the ground.
MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy
SPEAKER:
Rob Brundrett, President, Ohio Oil & Gas Association
The Globalization of U.S. Gas Prices: World Wildcards
U.S. natgas—while consumed only domestically for more than a century—is no longer priced merely on indigenous supply, demand and weather. World events—war in Europe and Australian LNG union strikes, for example—are driving a growing share of Henry Hub’s valuation. Here’s a look at external events that have affected prices in the U.S. age of LNG exports and an outlook for wildcards on the horizon.
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Dennis Kissler, Senior Vice President of Trading, BOK Financial
Blue Hydrogen: The $1B Appalachian Hydrogen Hub
A consortium of Appalachian gas producers, shippers, E&C, and other industry members have received $925 million toward building an Appalachian Hydrogen Hub, spanning West Virginia, Ohio and Pennsylvania, to produce H2 and permanently store associated carbon. Here’s a look at this massive in-basin use for the region’s stranded gas.
MODERATOR:
Brian Walzel, Senior Editor-HE LIVE, Hart Energy
SPEAKER:
Navneet Behl, Chief Operating Officer, CNX Resources Corp.
Carbon 2.0: Next
Massive amounts of data are being used to drive efficiency and lower GHG emissions. What roles are predictive analytics and artificial intelligence playing in carbon management?
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Kayla Ball, Chief Commercial Officer, Validere
The Right Time: Upstream, Midstream, Marketing, Retirement
With both upstream and midstream operations, Diversified Energy is now a Top 25 gas marketer, transacting approximately 1.5 Bcf/d. The portfolio includes some 17,000 miles of gathering and takeaway. Upstream production is 97% gas and NGL. Its new asset-retirement business is now a year old. Hear about its success, plans and solutions for the energy transition.
MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy
SPEAKER:
Douglas Kris, Senior Vice President, Diversified Energy
Under Assault: Winning In-State and in DC
Intrastate and interstate unfriendly fire persists, while officials who do understand that natural gas and other energies sustain life on Earth are embattled against the false prophets and their indoctrinated followers, many of whom are in local, state and federal office. Lobbyists and other experts on energy's role in America's economic security and abroad in its peace-making, share their pro-tips on how to win, mile by mile and Btu by Btu.
MODERATOR:
Chris Mathews, Senior Editor, Shale/A&D, Hart Energy
PANELISTS:
Jason Hill, Counsel, Hunton Andrews Kurth
Tim Stewart, President, US Oil & Gas Association
Methane Compliance: The Due Date is Near
New emission rules that are part of the misnomer of the Inflation Reduction Act which goes into effect in just four weeks. Here's a primer of federal methane taxation and regulations that industry members are working to address.
MODERATOR:
Chris Mathews, Senior Editor, Shale/A&D, Hart Energy
SPEAKER:
Poe Leggette, Co-Head, Energy Team, Baker & Hostetler LLP
Monetizing It: Carbon Credits
Here are best practices for creating and monetizing high-quality credits, translating climate goals into tangible projects, ensuring credibility and navigating registries and regulation. How to tap into the growing voluntary carbon space.
MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy
SPEAKERS:
Pedro Blanco, Managing Director and Head of Business Development, Capturiant
Day 2: Thursday, Nov 30th
Toby Rice Keynote: From Appalachia to the World: The Natural Gas
“Natural gas is the biggest green initiative on the planet. This is going to bring peace to the world,” says Toby Rice, president and CEO of the largest U.S. independent gas producer, EQT Corp. Here he describes Appalachia’s potential and the further advancements to come.
MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy
SPEAKER:
Toby Z. Rice, President and Chief Executive Officer, EQT Corporation
I Want to Break Free: The Role of U.S. and Appalachia Gas in Global Markets
The Appalachian Basin has grown into the world’s greatest gas field. Between 2010 and 2019, production from the Marcellus and Utica grew from less than 2 bcf/d to 34 bcf/d - a 17 fold increase! It was enough to help satiate domestic demand and lead to a surge of LNG exports. Since then, though, growth, particularly out of the Northeast, has slowed due in large part to takeaway constraints. But, contrary to the popular narrative, the U.S. and the rest of the world will need more gas going forward. We've got the gas if only we can build the infrastructure to get it to the markets that need it.
MODERATOR:
Brian Walzel, Senior Editor-HE LIVE, Hart Energy
SPEAKER:
David Braziel, President and CEO, RBN Energy
The Massive Gas Call: LNG and the Nearly 10Bcf/d Growth, 2024-2027
New LNG export capacity from the East Coast is in discussion, while more than 9.5 Bcf/d of additional U.S. LNG export capacity is expected, bringing total capacity to some 22 Bcf/d by year-end 2027. Additional growth of nearly 6 Bcf/d to total capacity of some 28 Bcf/d is expected by year-end 2030. Where’s it all going to come from? How does Appalachia get a piece?
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Emily McClain, Vice President, North America Gas Markets, Rystad Energy
Midstream: NatGas and NGL Takeaway, MVP and Beyond
As the last 20 miles of Mountain Valley Pipeline are underway, another 2 Bcf/d of Marcellus and Utica natgas will be unlocked. What will MVP do or not do to move more gas out of the basin? How about NGLs? Will liquid infrastructure need to be expanded to keep pace with natural gas liquid growth?
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Amol Wayangankar, Principal, Enkon Energy Advisors
The Money & The M&A
Size matters, including liquidity in trading. And it’s the era of the $10-billion-EV operator. Debt to ebitda is in lockdown. Preferred used to be 1.5x. Now the maximum is less than 1.0x. Shareholders have been in an uproar over even a 0.1x increase in the metric. Hear about what’s in bounds and what’s out of bounds today and a new wave of consolidations.
MODERATOR:
Chris Mathews, Senior Editor, Shale/A&D, Hart Energy
SPEAKER:
Jay Salitza, Managing Director, Oil & Gas Investment Banking, KeyBanc Capital Markets
Keynote Presentation: Gas Loaded: Chesapeake Energy
Having divested holdings in oily plays, Chesapeake Energy has returned to its natgas-focused roots, concentrating its capital and technology on the Haynesville, in which it drilled the discovery well in 2007, and the Marcellus, where it brought in the U.S. industry’s first shale JV with an overseas E&P giant. Learn about its latest innovations in the field.
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Josh Viets, Executive Vice President and Chief Operating Officer, Chesapeake Energy Corp.
Making the Utica New Again: Playing the Phase Fairways
Operators are having great success in the mature-oil phase of the three-phase Ordovician Utica, the oldest deposition of North America’s major resource plays. Here’s the latest on results there as well as in the wet-gas window.
MODERATOR:
Rob Brundrett, President, Ohio Oil & Gas Association
SPEAKER:
Craig Davis, Senior Technical Advisor, Energy Advisory Group
Tim Parker, Chief Technical Officer, Encino Energy
Solving For An Appalachian Antitrust Conundrum
Federal regulators and courts have stymied growth opportunities for the basin’s operators and shippers. Now, the option of growth by consolidation has met with federal pushback. What to do? Here’s a look at how one major deal was finally closed.
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKERS:
David B. Feirstein, Partner, Kirkland & Ellis LLP
Ian G. John, Partner, Kirkland & Ellis LLP
Building a Solid Foundation: Structuring Your Data for Scalability
In today’s data driven world, the ability to harness the power of data is crucial for organizations seeking to gain a competitive edge. Data holds the key to unlocking valuable insights and transforming complex and dynamic information into actionable intelligence. However, this process requires efficient data management practices that leverage state-of-the-art technologies, data driven solutions and adherence to industry standards and procedures.
MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy
SPEAKER:
Shirley Ike, Global Director, Digital Consulting, Wood Plc