24 January - 25 January 2022
In-person: Houston, Texas, US & Online Access

Argus Americas Crude Summit

Global market recovery | CEO strategies | ESG initiatives

Start End
  • 07:00
  • -
  • 08:15
  • Morning registration, breakfast and networking
  • 08:15
  • -
  • 08:20
  • Welcome address from Argus’ CEO
  • 08:20
  • -
  • 08:30
  • Chairperson’s remarks and anti-trust reminder

Keynote interviews

Start End
  • 08:30
  • -
  • 09:15
  • Guest appearance keynote speaker Mike Pompeo - Former Secretary of State (2018-2021), Former Director of the CIA (2017-2018)
  • 09:15
  • -
  • 09:30
  • Short break
  • 09:30
  • -
  • 10:00
  • Occidental CEO keynote interview Vicki Hollub - President and Chief Executive Officer, Occidental
  • 10:00
  • -
  • 10:30
  • ConocoPhillips CEO keynote interview Ryan Lance - Chairman and Chief Executive Officer, ConocoPhillips
  • 10:30
  • -
  • 11:00
  • Morning coffee and networking

Market recovery and global production dynamics

Start End
  • 11:00
  • -
  • 11:30
  • Macro snapshot: Global market recovery and economic update David Fyfe - Chief Economist, Argus
  • Examining global pandemic impacts and market recovery on crude and product trade flows
  • When can we expect the market to bounce back to pre-covid levels?
  • What regions and markets will drive oil demand as we move into 2022?
  • Will Asia continue to lead the way?
  • 11:30
  • -
  • 12:00
  • A closer look at the role of Opec+ and decisions around production Helima Croft - Managing Director and Head of MENA Research, RBC Capital Markets
  • Exploring the current internal agenda and crude strategies of Opec+ members
  • How are production decisions shaping global crude trends and competition for supply?
  • What factors are considered when deciding how much oil to put into the market?
  • A look at existing sanctions and the impact on future trade relations
  • 12:00
  • -
  • 13:30
  • Networking lunch

Securing finance in the upstream industry

Start End
  • 13:30
  • -
  • 14:20
  • Panel discussion: Drilling down on the US E&P industry – how quickly will production rebound and what are investors looking for to fill the capital gap? - EnCap Investments L.P.

The oil industry has been hit with low capital investment due to restraints from Wall Street in recent months. Hear from investors and financers on what they are looking for and how this lucrative business will kick-start with new capital investments

  • Creating visibility on exploration and production levels
  • What does the restricted funding from Wall Street mean for deploying future capital?
  • Where are we seeing new permits being issued across North America for drilling?
  • How has the increased discipline on capital impacted upstream growth?
  • What are some of the main issues surrounding capex and the availability of funds?
  • What are investors looking for and what are the risk and rewards involved?

Panellists include:

Jason DeLorenzo, Managing Partner, EnCap Investments L.P

The big push – ESG initiatives

Start End
  • 14:20
  • -
  • 15:10
  • Alternative energy panel: Incentives and drivers to operate in a new, sustainable framework - Williams

A producer and a midstream company explore their ESG strategies in 15-minute presentations, followed by an audience Q&A

  • How are companies repositioning strategies to tackle decarbonisation?
  • Achieving carbon-neutral goals through sustainable mechanisms
  • What investments are being made with solar technology to power the system?

Panellists include:

Micheal Dunn, Chief Operating Officer, Williams

  • 15:10
  • -
  • 15:40
  • Afternoon coffee and networking

Regional production case studies

Start End
  • 15:40
  • -
  • 16:20
  • Spotlight on Canada: Boosting production and supply – what role does Canada play?

All eyes are on Canada as production grows, together with investments in infrastructure. Join this panel to explore the changing production and logistics landscape, what this means for the US and future export markets

  • Understanding the prospects of the Canadian oil market, including production developments
  • Could Canadian supply to the Gulf coast influence other trade flows?
  • What is China’s appetite for Canadian crude and who will buy it?
  • What is the government’s focus on climate change, CO2 and restrictions on oil sands?

  • 16:20
  • -
  • 17:00
  • Latin America focus panel: Positioning the region for increased production and strengthening the crude supply chain - Argus
  • Which new frontiers are boosting production and supply in the region?
  • How is the refining landscape changing in Brazil and how much new supply will we expect?
  • Permits and monitoring to support a major recovery – how does E&P fit in?

Moderator:

Vanessa Viola, Senior Vice-President, Latin America, Argus

  • 17:00
  • -
  • 17:10
  • Chairperson’s closing remarks
  • 17:10
  • -
  • Networking reception
Relax into the evening with attendees and enjoy informal networking. The conference highlight! More details on the reception to be confirmed soon

Refinery transformations | Crude pricing and demand | Infrastructure

Start End
  • 07:00
  • -
  • 07:30
  • Morning registration and breakfast
  • 07:30
  • -
  • 08:20
  • Argus breakfast briefing
  • 08:20
  • -
  • 08:30
  • Chairperson’s remarks and anti-trust reminder

The role of the refinery and business transformation

Start End
  • 08:30
  • -
  • 09:10
  • Keynote fireside chat: Refineries under pressures: Navigating a new landscape
  • What will US refining capacity look like in the next 2-5 years?
  • Given current margin pressures, will we see future refining closures or consolidations?
  • Which refineries are at risk of closure and what does this mean for the US crude market?
  • How are refiners investing in the energy transition and alternative fuel sources?
  • 09:10
  • -
  • 09:40
  • A refiner’s perspective: Shifting focus to meet renewable standards and new demand
  • How are refineries repositioning to meet customers demand for alternative fuels?
  • Exploring the role of ethanol and how companies are reconfiguring their refineries
  • What are refineries doing with CO2 – is this a new, growing market?

Evolving pricing dynamics and managing price instability

Start End
  • 09:40
  • -
  • 10:40
  • Exploring structural changes in global crude pricing and benchmarks
  • What are the fundamental changes in how crude oil is priced around the world?
  • Understanding what makes for a good transparent market with reduced risk
  • How has market unpredictability impacted oil prices?
  • 10:40
  • -
  • 11:10
  • Morning coffee and networking

Global crude demand and market drivers

Start End
  • 11:10
  • -
  • 12:00
  • Panel discussion: A view on Asia Pacific’s market and future demand opportunities
  • How is the refining landscape changing in China due to government planning?
  • What is the behaviour of Chinese, South Korean and Indian refineries – are they shifting their focus?
  • What impact will the energy transition have on Asia’s refineries and future demand?
  • How is Asian crude and products demand developing and will the region continue to drive markets?
  • 12:00
  • -
  • 12:30
  • Exploring the future of US gasoline and diesel demand
  • How has oil price recovery impacted growth and supply of diesel and gasoline?
  • What are we seeing with airline demand for jet fuel – does this translate to changes in crude supply?
  • Where are we seeing downstream demand and opportunities for refiners?
  • 12:30
  • -
  • 14:00
  • Networking lunch

Infrastructure and pipelines

Start End
  • 14:00
  • -
  • 14:50
  • Panel discussion: The future of pipeline and marine terminal capacity to support crude transport - TC Energy, Shell Midstream Partners
  • Will production catch up to surplus pipeline capacity in 3-5 years?
  • How has the cancellation of the Keystone Project impacted pipeline operators?
  • What does the permitting process look like under the new administration?
  • What are the strategies for pipelines and marine terminals – do we expect consolidation, redeployment or shutdown of assets in the next 5-8 years?

Panellists include:

Bevin Wirzba, Executive Vice-President, Strategy and Corporate Development and President, Liquids Pipelines, TC Energy

Steve Ledbetter, President and Chief Executive Officer, Shell Midstream Partners

  • 14:50
  • -
  • 15:20
  • Global outlook of freight, shipping rates and the impact of the energy transition - Argus
  • Freight and tankers – where are they going and what is the impact on crude trade?
  • Understanding how freight is impacting global arbitrages
  • What’s the impact of the energy transition on the freight market and how might this impact traditional marine fuel demand?

Moderator:

Alex Younevitch, Head of Freight, Argus

  • 15:20
  • -
  • 15:50
  • Afternoon coffee and networking
  • 15:50
  • -
  • 16:20
  • Case study: Exploring investments in VLCC export optionality and upcoming projects
  • Examining upcoming VLCC projects, permitting processes and timelines
  • Repurposing assets to take advantage of export opportunities
  • How are VLCC options shifting the supply chain and opening up new trade flows?
  • 16:20
  • -
  • 16:50
  • Looking ahead: The long-term role of oil in the energy transition
  • How will oil majors need to position themselves to stay competitive in the future?
  • The importance of the oil industry and why it is here to stay
  • What are the next steps for the industry?

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