The US looks likely to remain the world’s largest exporter of both LNG and Petroleum (Crude oil and Petroleum Products Combined) for a considerable amount of time.  Already crude oil export infrastructure remains inadequate, and it will almost certainly remain so. There is only one crude oil terminal – the Louisiana LOOP – with VLCC berthing, but it is far from the areas of surplus light sweet crude production, and is shunned by US Gulf Coast refiners, which have a diet of heavier and more sour crude oil. Some four deepwater terminals are being planned, but will they be financed and licensed? Meanwhile, on the LNG side, fairly soon pipeline capacity to move natural gas to ports will be inadequate and without the additional supply will stymie LNG export growth. At the same time, infrastructure bottlenecks impact the pace of energy transition including port facilities and pipelines to produce and export clean ammonia, storage for carbon capture and sequestration but, especially infrastructure for grid scale electricity and what is needed to accompany it to make power reliable, resiliant, redundant and affordable, no matter where in the world one might live.

Please join us for a panel discussion with Anne Cameron, Portfolio Manager and Head of Public Markets Investing at Mercuria; Alex Munton, Director of Global Gas & LNG Research at Rapidan Energy Group; and Timm Schneider, Founder & CEO at The Schneider Capital Group LLC. Ed Morse, Chair of the New York Energy Forum advisory board, will moderate the discussion.
 
This event will be a virtual session via Zoom Webinar from 12:00 PM until 1:30 PM ET. Additional details will be provided to registered attendees prior to the session.

SPEAKERS

Speaker bios coming soon

MODERATOR

Ed Morse

Edward Morse Chairs the Energy Forum Advisory Board and is Special Advisor at Hartree Partners. Previously, he was Global Head of Commodities Research at Citi. He held similar positions at Lehman and Credit Suisse, taught at Princeton, Columbia and Johns Hopkins Universities, worked at the Council on Foreign Relations, served as Deputy Assistant Secretary of State for Energy Policy, and in management at Phillips Petroleum. A co-founder of PFC Energy, a former publisher at Energy Intelligence, he also worked at Hess Energy Trading. As a consultant he helped design Yemen's oil pricing policy and assisted the UN Security Council on the design and negotiation of the Iraqi Oil-for-Food Program. He writes op-eds for the FT, NY Times, Wall Street Journal and Washington Post and often comments at Bloomberg TV and CNBC. He has been a Senior Fellow of both the USAEE and the IEEJ and was named by Petroleum Economist as among the ten most prominent individuals in energy finance.

PROGRAM

12:00 PM - 1:30 PM: Presentation and Discussion

COST

This session is complimentary for all attendees. Registration is required for event link details.