05 5月 - 06 5月 2020
Rio de Janeiro, Brazil

Argus Southern Cone Power & Gas Conference

Keynote Session: Macro Drivers and Strategies to Thrive

Start End
  • 13:00
  • -
  • 13:50
  • Registration
  • 13:50
  • -
  • 14:00
  • Chairman’s opening remarks and antitrust reminder
  • 14:00
  • -
  • 14:45
  • Keynote Panel: Macro driver for natural gas supply and demand
  • How will shifts in the political climate in the region effect power generation, natural gas production and LNG imports?
  • What effects will the liberalisation of the Brazilian natural gas market have on regional dynamics? How will increased competition and private companies affect project development and prices
  • What role will PPPs play?
  • What would energy self-sufficiency in Argentina through increased Vaca Muerta output mean for the regional natural gas supply and demand dynamics and prices?
  • How will Bolivia’s role as a natural gas exporter evolve?
  • Argentina– how will natural gas exploration and extraction be affected by incentives, tariffs and domestic gas prices?
  • Prices – how will natural gas prices evolve in the region? What could ANP’s new price disclosure resolution mean for transparency and prices in Brazil?

Confirmed panelists:
Marcelo Alfradique, Deputy Head of Oil and Gas Department, Energy Research Office – EPE, Brazil
Luciano de Gusmao Veloso, Head of Transparency and Natural Gas Commercialization Oversight, ANP (National Agency of Petroleum, Natural Gas and Biofuels), Brazil
Rodrigo Mota
, Country Representaive (Brazil), USTDA, Brazil
Rodrigo Costa Lima e Silva
, Executive Manager for Gas and Power, Petrobras, Brazil
Olav Skalmeraas
, Vice President, Midstream, Equinor, Brazil

  • 14:45
  • -
  • 15:15
  • Keynote Presentation: Natural gas production in the Southern Cone Region Felipe Arbelaez - Regional President Latin America, BP, USA
  • Energy subsidies, policies, legislation and labour – what challenges are there to the growth of natural gas production in the region?
  • How will development of indigenous natural gas supply affect market dynamics? Where will natural gas supply growth come from?
  • Which sectors are driving natural gas demand? How does the seasonality of power demand effect fuel supply dynamics?

Session II: Power Generation and Natural Gas Demand

Start End
  • 15:15
  • -
  • 15:45
  • Presentation: Gas to Power Generation – demand drivers and infrastructure Felipe Lamm - Engineer, ABRAGET (The Brazilian Association of Thermoelectric Generators), Brazil
  • What role will natural gas and LNG play in the energy requirements of the region?
  • Rise of renewable energy and hydro power - how natural gas can benefit from being the feedstock backstop for inconsistent power generation sources?
  • Which other energy sources are natural gas and LNG competing against? How do they compare in terms of price, availability and infrastructure requirements?
  • Thermal powerplants, older facilities and CO2 emission targets – how and when will they be replaced? Will cleaner natural gas become the fuel of choice?
  • Onshore gas projects – to what extent does integration of power plants near to gas supply make sense from an infrastructure perspective?
  • 15:45
  • -
  • 16:15
  • Networking refreshment break
  • 16:15
  • -
  • 17:00
  • Panel: Gas Consumers – power, fertilisers and industrial demand for natural gas
  • Which industries are driving natural gas demand? How do they interact?
  • How much gas is required? What other feedstocks are competing?
  • What are the competitive challenges and opportunities for choosing natural gas as the primary feedstock?
  • How can natural gas provide a more reliable supply to the fertiliser sector? What improvements are required in supply, pricing and contracts?
  • What role does natural gas play in the energy mix for the industrial sector?

Confirmed panelists:
Mauricio Roitman, Chairman of the Board of Directors, National Natural Gas Regulator (ENARGAS), Argentina
André Pompeo do A. Mendes, Gas and Oil Department Manager, BDNES (Brazilian development bank), Brazil

  • 17:00
  • -
  • 17:30
  • Presentation: LNG role in transforming the Central America and Caribbean regions Kleber Costa - VP Chief Commercial Officer, South America, AES, Chile
  • Regional infrastructure – where are the terminals? What could they mean for regional LNG import dynamics?
  • The AES experience as a pioneer in developing LNG markets in the region
  • LNG and Natural Gas playing an important transition role in the decarbonization of the energy sector in Mexico, Central America & Caribbean
  • 17:30
  • -
  • 18:00
  • Presentation: Reservoir-to-wire projects (R2W) and the New Gas Market in Brazil Camila Schoti - Trading & Origination General Manager, Eneva, Brazil
  • How the reservoir-to-wire (R2W) model has enabled ENEVA to monetize its gas reserves
  • How the New Gas Market could increase and diversify gas supply options in Brazil, enabling new businesses, more competitive prices and what this means for gas producers
  • ENEVA ́s Azulão- Jaguatirica Project
  • 18:00
  • -
  • End of day one

Session III: Regional Natural Gas Production

Start End
  • 08:50
  • -
  • 09:00
  • Chairman’s opening remarks and antitrust reminder
  • 09:00
  • -
  • 09:30
  • Challenges of integrating and operating an integrated energy and LNG project Pedro Litsek - CEO, Centrais Eléctricas de Sergipe S.A (CELSE), Brazil
  • The Porto do Sergipe I Project
  • Tackling current regulation challenges
  • FRSU Integration - Thermoelectric Plant during the implementation
  • The difficulties of integrating the FRSU into the distribution and transportation network
  • Operation of the integrated project
  • 09:30
  • -
  • 10:00
  • Presentation: Vaca Muerta - updates and potential export Rodolfo Freyre - VP Gas, Power and Business Development, Pan American Energy, Argentina
  • Project update - volumes and timelines
  • The attractiveness of focusing on crude oil rather than natural gas in Vaca Muerta
  • Subsidies, incentives and capital control regulations - how can government policies help support and expedite investment and extraction?
  • Infrastructure developments and export potential - where could future natural gas surpluses from Vaca Muerta end up being exploited? Will pipelines and LNG export facilities be invested in?
  • 10:00
  • -
  • 10:30
  • Presentation: Bolivia's strategy for natural gas production and export in the future Mauricio Medinaceli - International Consultant, Independent Joint Anti-Corruption Monitoring and Evaluation Committee, Bolivia
  • What are the plans and strategies for Bolivian natural gas export?
  • How are the calculations of natural gas reserves in Bolivia developing?
  • Price competitiveness, long term contracts and supply volumes - how will Bolivia's role in the regional market evolve?
  • 10:30
  • -
  • 11:00
  • Networking break

Session IV: LNG Global Supply and Regional Demand Dynamics

Start End
  • 11:00
  • -
  • 11:45
  • Panel: Global LNG Supply and Regional Demand - fundamentals and forecasts
  • How does southern cone LNG demand fit into the global market?
  • Where will most LNG imports to the region originate from?
  • Trends and outlook for LNG demand in Asian countries and its impact on the global market
  • Where will most LNG imports the region originate from?
  • Prices, spot and contracts - to what extent is LNG's biggest assets its flexibility in supply to cater for seasonal demand? How will LNG prices be affected by a move towards shorter term, spot contracts rather than longer term agreements?
  • US LNG export - how has the trade war with China affected final investment decisions in LNG export projects? What does it mean for export volumes and destinations?
  • Changes in LNG businesses under oversupply period
  • Trend and outlook for LNG price in the next decade

Confirmed panelists:
Akira Miyamoto
, Executive Researcher, Energy Resources and International Business Unit, Osaka Gas, Japan
Renato Pereira, Vice President, Tellurian Inc., USA
Samantha Dart
, Head of Natural Gas Research, Goldman Sachs & Co, USA
Luis A. Sarrás
, Fuels Director, AES South America, Chile
Chad Whiteside
, Director of LNG Business Development, Cheniere Energy, USA
Ezekiel Adesina, Executive Secretary, Africa Energy Study Group / Head of Strategy, Nigeria LNG Limited, Nigeria

  • 11:45
  • -
  • 12:15
  • Presentation: LNG Importers Perspective - catering to the Southern Cone region Ramesh Nair - Director - LNG Commericalisation Solutions Dept, Wison Offshore & Marine Limited, China
  • Global LNG trade flows and supply - which countries and companies are dominating supply?
  • How can LNG exporters adapt to the demands of Southern Cone importers?
  • What options are there for flexibility in contracted volumes, delivery schedules and pricing? Could a 'milk run' or 'spoke and wheel' approach to cargoes be a viable option?
  • To what extent do prices and contracts need to become more granular to better reflect the nuances of the LNG market?

 

  • 12:15
  • -
  • 13:30
  • Networking lunch
  • 13:30
  • -
  • 14:00
  • Presentation: Port Facilities and LNG Shipments Glynne Williams - Commercial and Operational Director, Williams Maritima, Brazil
  • What are the Waiting Times at Main Brazilian Ports for Gasoline & Gas Oil Imports and how do they impact LNG Shipments?
  • Tackling the problem of having suitable drafts at the ports for LNG vessels
  • Port Costs and their impact on forming the prices of LNG
  • The volume of the vessels that transport gas and gasoline in Brazilian Ports
  • 14:00
  • -
  • 14:30
  • LNG Shipping Dynamics - prices, availability and what it means for LNG import prices Philippe Berterottiere - Chairman and GEO, GTT, France
  • Prices and availability - large orderbook and limited scrapping - what will it mean for LNG shipping prices?
  • Shorter term chartering periods and the growth of spot market contracts and trading firm owned ships - how is the market evolving?
  • Floating import projects as an alternative to scrapping for older vessels - could we see an increase in FSRUs and FPSOs globally?
  • To what extent could Panama Canal congestion lead to higher volumes being shipped to Latin America?
  • 14:30
  • -
  • 15:00
  • Networking break

Session V: Infrastructure Developments

Start End
  • 15:30
  • -
  • 16:00
  • Gas transportation and pipeline projects Emmanuel Delfosse - COO, TAG, Brazil
  • Regional infrastructure – where are new pipelines being proposed? What could they mean for regional gas import/export dynamics?
  • Brazil – required roadmaps, regulatory framework, risk assessment and volume guarantees to help commercialise infrastructure and gas connections
  • What reforms in regulations are necessary to cut the red tape and concessions process for new pipelines?
  • What effect could the tendered Vaca Muerta to Bahia Blanca pipeline have on the Argentine natural gas market? How will it affect imports?
  • 16:00
  • -
  • 16:30
  • Presentation: Project finance and the role of private investment in the energy sector Tatiana Preta - Managing Director, Project Finance, MUFG Union Bank, USA
  • What role will PPPs in development of key energy and natural gas projects?
  • Brazil – how will private companies interact and collaborate with Petrobras in financing and completing new projects?
  • How will currency depreciation in Argentina effect FDI (Foreign Direct Investment)?
  • The importance of feasibility studies and early project planning – how does it impact the bankability of critical projects?
  • Investment opportunities for foreign companies – analysing political risk and potential returns. Are the current legal structures in place for foreign investment sufficiently robust to attract investors?

  • 15:00
  • -
  • 15:30
  • LNG import and export facilities - terminals and FSRUs Celso Silva - Executive Vice President, Golar Power, Brazil
  • What affect will the privatisation and commercialisation of distributions and connections have on the market?
  • LNG terminals and liquification/gasification facilities - to what extent is LNG import infrastructure, current capacity and under construction, capable of fulfilling current LNG import policies?
  • How does a lack of LNG regasification terminals and facilities in Northern Brazil affect the attractiveness of the available pipeline tenders? What could a lack of competition mean for local gas prices?
  • What could disruption to Bolivian natural gas supply in Brazil mean for LNG import infrastructure requirements? Would FSRUs be able to be redeployed to plug the gap in the short term?
  • Argentina Vaca Muerta export - pipeline and LNG terminal requirements and potential
  • 16:30
  • -
  • End of conference