ETWA 2022 - Day 1
Click on a session title to watch or listen:
Energy Markets Shocks of 2022 – The Lessons for Risk Management
• The importance of energy to social and economic life
• Energy markets as a complex and a tightly coupled system
• The road to hell is paved with good intentions: have the recent reforms made the financial system less stable?
• The road forward: What can be done to stabilize the energy markets?
Dr. Vince Kaminski, Professor in the Practice of Energy Management, Rice University – Jones Graduate School of Business
Executive roundtable: Winter is Coming!
• Managing high price, high volatility market environment
• Domestic infrastructure concerns
• Environmental mandates
• Inflationary concerns
• Staffing issues
• Geopolitics/energy security
Ken Robinson, President, ENGIE Energy Marketing NA
Arun Eamani, President Rivercrest Power Trading, Head of Power Trading, BioUrja Group
Thomas Smith, Chief Risk Officer, NRG Energy
The Energy Evolution & Its Impact on Power Markets
Summer of discontent: A view from the retail front lines
Mark Stultz, VP Communications, JEA
Forecasting US Natural Gas production growth
U.S. Natural Gas Outlook: Domestic Balances Vastly Improved, but Will Global Factors Create Chaos This Winter?
- Massive storage injections in late fall dramatically alter winter supply outlook
- After a sluggish summer, production surges above 100 Bcf/d -Freeport’s return and other risks to LNG demand this winter
- How cold is this winter going to be? Depends on who you ask.
Leticia Gonzales, Pricing & Markets Editor, NGI
ESG: Get your priorities straight
24/7 Renewables: Is it possible?
Commercialization of Carbon Capture
- Projects
- Technologies
- Incentives
Moderator: Howard Walper, CEO, Americas, Commodities People
Upendra Prasad, Facilities Engineer, Marathon Oil
Mark Lay, Founder and Managing Director, Oso Negro, LLC
Sarp Ozkan, VP COMMERCIAL PRODUCT, ENVERUS
Navigating high prices and volatility
• Trading groups are reaching their VaR limits and needing more money to hedge
• Managing higher margin requirements
• How will this market environment advantage large, integrated energy companies (vs. smaller trading firms)?
• How are traditional stress testing methods holding up in this business environment?
Moderator: Mike Prokop, Managing Director, The Alliance Risk Group
Sid Jacobson, Vice President of Risk Management, Cleco
Ossie Okeke, Managing Partner, Vennsmith
Sean Britton, Head of Risk & Compliance, Musket
Mark Friedman, Consultant, Motiva
Issues impacting credit risk and structuring
• How much residual risk is “out there” and how long will it be an issue for the industry.
• Macro drivers of credit issues: What economic and geopolitical issues should credit risk managers be watching that could impact credit in the coming months?
• New forms of collateral: Surety bonds are gaining ground as instruments of collateral, over more traditional instruments.
Moderator: Mike Prokop, Managing Director, The Alliance Risk Group
Pat McKinnon, First VP – Energy Markets and Digital Distribution, First VP – Energy Markets and Digital Distribution, Navitas Assurance Partners and CCRO Group Leader
Sayari Riabi Lamia, Head of Documentary Operations, Guarantees
and Counter-Guarantees, Attijaribank, Tunise
Joe Graham, Structured Origination, Six One Commodities
William H. “Bull” Flaherty II, Managing Director, Bridgelink Commodities, LLC
CCRO Risk leaders in the spotlight
• Why a “seat at the table” is more important than ever in a high price, high volatility environment
• Updates on CCRO working groups
Bob Anderson, Executive Director, CCRO
Interoperability
• Manage communications between various applications and system
• Standardizing back office processes while allowing for innovation on commercial system
• Establishing cross industry standards
Moderator: Patrick Reames, Founder and Managing Director, Commodity Technology Advisory
Chris Sass, Co-Founder, CRO, CMO, Fidectus
Jay Bhatty, CEO, NatGasHub.com
Sameer Soleja, CEO and Founder, Molecule Software
John Beaty, General Manager, Avalara
Using cutting-edge technology to drive efficiency in the trade lifecycle
Hear how leading companies and industry associations are using technologies like blockchain and AI/Machine Learning to drive efficiencies in the trade life-cycle (and other areas).
• How an industry standards organization is using DLT to streamline natural gas settlements
• Learnings from the upstream and other parts of the industry
• AI use cases
Moderator: Chris Sass, Founder & Host, Insider’s Guide to Energy
Rebecca Hofmann, President / CEO, Blockchain For Energy
Joe Witkowski, Director Of Technology Innovation at The Energy Authority
Cade Burks, Chief Digital Officer, Big Data Energy Services, Co-Chair NAESB
Gold in the data: The value of harnessing data
• Identifying and making sense of data sources
• Data as a tool in disaster mitigation
• Gaining customer/sales insight through data
• Data governance
• Good data vs. big data
Moderator: Chris Sass, Founder & Host, Insider’s Guide to Energy
Raj Rapaka, Digital Transformation / Technology Scouting & Ventures Advisor,
ExxonMobil
Mark Friedman, Consultant, Motiva
Cade Burks, Vice Chair, NAESB (North American Energy Standards Board)
Vivek Pathak, COO, Broadpeak Partners
Moving from long term contracts to commoditization (and back again?)
• How much has the geopolitical situation accelerated this change and what does the mix of long term vs. spot deals look like today?
• Issues surrounding LNG contracts
• Is US price indexing an enabler or a deterrent?
• Risks around JKM, Henry Hub indexation
• Competition for cargoes
Moderator: Jason Feer, Head of Business Intelligence, Poten & Partners
Keith M. Sappenfield, II, Manager, Regulatory Project Strategy for Cheniere Energy, Inc. Also, member of NAESB Board of Directors, and Chair of Wholesale Gas Quadrants Contracts Subcommittee
Eric McGuire, Director – Short-Term Analytics and Commodity Research, Wood Mackenzie
Chris Ferrell, Associate Director of Global Engagement & Intelligence, Gen Fuels, LNG and Energy Transition, S&P Global/Platts
Victor Ureta, Director Risk & Structuring, Sempra Infrastructure
ETWA 2022 - Day 2
Click on a session title to watch or listen:
Developing the hydrogen market
Creating a successful physical commodity model and infrastructure requires a forward-looking industry, a proven transaction platform, and a reliable data capture and reporting organization.
Learn how The Center for Houston’s Future, Xpansiv, and S&P Global are working together to help create the Houston hydrogen market; the next big step forward in the effort to make a sustainable energy transition.
Brett Perlman, CEO, Center For Houston’s Future
Bob Shults, Head of XRegistries, Xpansiv
Santiago Canel Soria, Hydrogen Pricing Analyst, S&P Global
Mike Prokop, Managing Director, Digital Transformation and Sustainability, The Alliance Risk Group, LLC
Updates on SEC climate reporting regulations
Jamila Pirraci, Managing Director, Patomak Global
Risk Management for the Energy Transition: Renewables, Batteries, and Carbon
As our energy supply continues to transition from centralized fossil-fueled power plants to more distributed intermittent generation resources, best practices in risk management are evolving to keep pace. The prevalence of renewable power purchase agreements (PPAs) has exposed a broader range of organizations than ever before to the extreme financial uncertainty of wholesale electricity markets; it’s no longer just power generators and load serving entities that must grapple with these challenges.
This presentation will discuss:
• The challenges and risks that many organizations face as a result of the renewable energy transition
• The strategies for identifying and managing financial risk as well as tracking the net position of a variety of portfolio level attributes (e.g., cash flow, MWh, renewable energy certificates, CO2, etc.)
• The complexity involved in the renewable energy transition, how particular organizations will be affected, and what can be done to mitigate uncertain.
Brock Mosovsky, Co-Founder and VP, Analytics, cQuant.io
Duelling regimes: Comparing trading compliance programme (program) needs in the US and Europe
• Trade oversight (market abuse etc)
• Dealing with exchanges and venues
• Transaction reporting
• Carbon
Thomas Lord, Advisory Board Member, JP Morgan Center for Commodities
Trade Surveillance and Compliance
• Keeping up with technology – Impact of recent CFTC enforcements
• Challenges of managing compliance in a work-from-home environment
• SEC and FERC initiatives
Moderator: Howard Walper, CEO, Americas, Commodities People
Matthew Moore, Associate Director, Risk Surveillance, Macquarie Group
Swati Sachdev, Senior Compliance Advisor, Hartree Partners
Cybersecurity: More important than ever
• Geopolitical risk
• More systems, more risk
• Vulnerability checks
• Training your team
• Response preparedness
Moderator: Howard Walper, CEO, Americas, Commodities People
Jacquelyn Hallmark, Manager, IT Cyber and Information Security, Just Energy
Paul Kaisharis, SVP Software Engineering, Molecule Software
Implementation journeys
• How have implementations been impacted by the pandemic?
• What best practices are evolving for implementation of ETRM, BI and other analytics platforms?
Moderator: Patrick Reames, Founder & Managing Director, Commodity Technology Advisor
Richard Williamson, CEO, Gen10
Richard Reedstrom, Implementation & Customer Success Analyst, Molecule Software
Sean Britton, Head of Risk & Compliance, Musket
LNG Shipping Markets: Wildcards and Opportunities
• High LNG Prices: What is their effect on LNG shipping demand and spot rates?
• Impacts of the Russia/Ukraine conflict. What happens if the majority of U.S. LNG exports continue to go to Europe?
• How are high newbuild prices impacting the market?
Jefferson Clarke, M&A Advisory / Project Development, Poten & Partners
Risk on the Waves: Managing trading risk in LNG markets
Eric McGuire, Director – Short-Term Analytics and Commodity Research, Wood Mackenzie
• Challenges that Risk Officers face in the LNG market
• Robust valuation
• Effective hedging
• Measured risk capital
• Managed cashflow risks
Eric Twombly, Credit Risk Manager, Golden Pass LNG
Moderator: Chris Sass, CO-FOUNDER, CRO, CMO, FIDECTUS
Lara Cottingham, CHIEF OF STAFF, GREENTOWN LABS
Alex DeStefano, SR. TERM TRADING AND STRUCTURING, ENEL GROUP
Kamil Siddiqi, TECHNICAL MANAGER, AKER OFFSHORE WIND
Josephine Evans, PHR, HUMAN RESOURCES DIRECTOR AT CIMA ENERGY, LP
Moderator: Chris Sass, CO-FOUNDER, CRO, CMO, FIDECTUS
Kym Springer, PRESIDENT, TEAM BUILDERS
Taya Berry, HR BUSINESS PARTNER, MIDSTREAM AT PHILLIPS 66
Howard Walper, CEO AMERICAS, COMMODITIES PEOPLE
Tom Edwards, President at CIMA ENERGY, LTD
