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May 14, 2015 | Conrad New York Hotel, New York #FTEnergyStrategies 
Thursday, May 14, 2015
8:30 am - 9:00 amRegistration and Breakfast
9:00 am - 9:05 amOpening Remarks from the Chair
9:05 am - 9:30 amKeynote Opening Address: US Energy Policy
9:30 am - 10:20 amPanel: Prospects and Potential for US Shale-How Long will the Growth Spurt Last?

The transformation of the US as the world’s largest producer of oil and gas has been the biggest success story of the global energy markets in recent years. US crude production has risen over 65% since 2008, accounting for all net increase in world crude since 2005. The hope for the global economy is that the country’s energy boom will continue. Yet the future is uncertain. With oil prices in freefall, signs of a slowdown across the US shale industry are mounting. How far can prices fall for production to be maintained? How long can Middle East producers hold out at current low prices? Will the oil price recover,and if so, how will the rebound come about? How sustainable is the shale transformation?

Harold Hamm, Chairman and Chief Executive Officer, Continental Resources, Inc.
Adam Sieminski, Administrator, US Energy Information Administration 
Bill Powers, Author, "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth"

10:20 am - 10:45 amFT CEO Interview
Marvin Odum, Director, Upstream Americas, President, Shell Oil Company

10:45 am - 11:05 amNetworking Break
11:05 am - 11:55 amPanel: Tectonic Shifts: US Energy Exports – a New Era in US Energy Relations and Trade

With LNG exports from the US already underway, attention is now turning to the potential for export of US crude. The recent exports of light crude condensates from the US this summer represents a momentous change in the country’s four decade ban on crude exports, with the potential for the US to entry the global stage as a significant oil exporter. The turnaround has important potential consequences for the economy, energy trade, and energy prices and for US international relations: what are the pros and cons of US energy exports, and the potential for the US to become a significant exporter of oil and gas? What will be the impact on global LNG trade, on global crude flow and on gas and oil price differentials? What are the economic implications and how would it redefine America’s place in the world and international relations?  How do they fit with the US government’s attempts to instill climate resilience on overseas markets with which it will trade?

Timothy Dove, President and COO, Pioneer Natural Resources
Karen Harbert, President and CEO, Institute for 21st Century Energy, U.S. Chamber of Commerce
Michael Smith, Chairman and CEO, Freeport LNG
Neil Wizel, Managing Director, First Reserve

11:55 am - 12:45 pmPanel: US Energy and Global Energy Security

Has the world become too reliant on the US energy boom? With the future of US production uncertain, the potential for supply disruptions and rising geopolitical and security risks may not have been fully factored into investment plans and into expectations for future energy prices.How might the fall in the oil price and related investment by oil and gas companies impact future supply? What are the potential trouble spots in the international markets? What impact will sanctions have on the Russian energy supply in the years ahead? What is the potential for further supply disruptions in OPEC countries, and in GCC in particular? How much could promising shale deposits around the world add to supply? How might China evolve as an energy superpower and as the principle source of demand? How might the fall in investment by oil and gas companies in their quest for cost cuts and capital efficiencies impact future supply? How can the world best prepare for this future of supply and demand uncertainty?

Sadad Al-Husseini, Owner and Founder, Husseini Energy Co.
Tony Hayward, Executive Director & CEO, Genel Energy and Chairman, Glencore Xstrata
Tatiana Mitrova, Head of Oil and Gas Department, Energy Research Instiute, Russian Academy of Sciences
Ambassador Carlos Pascual, Fellow and Senior Research Fellow, Centre on Global Energy Policy, Columbia University

12:45 pm - 1:10 pmKeynote Address/Interview

Kevin Crutchfield, Chairman and Chief Executive Officer, Alpha Natural Resources

1:10 pm - 2:10 pmLunch
2:10 pm - 2:50 pmPanel: Harnessing Latin America’s Untapped Potential

Much hope for future energy supplies, and for North America’s hopes of self-sufficiency is placed in the potential for new supply from Latin America where reforms and liberalisation of the energy sector in countries throughout the region are creating a multitude of opportunities for energy investors. New legislation recently passed in Mexico will see the country’s energy sector open for investment for the first time in over 70 years. The region is also home to some of the best shale energy prospects in the world with Argentina ranked 3rd in the world in terms of recoverable reserves. Brazil and Mexico are in the world’s top ten for shale gas reserves, and the considerable potential of Brazil’s pre-salt continues to excite, despite on-going political and technical challenges. How will Latin America add to global supply? What role will the state play in the energy industry of the region going forward? What are the hurdles ahead in the Mexico reform plan and can Mexico become a strategic energy producer and exporter? Will shale be a game changer in Latin America? What is the experience of the investors-how are they dealing with risk and security issues?

Luis Giusti, Senior Adviser, Americas Program, Energy and National Security, Centre for Strategic and International Studies (CSIS)

2:50 pm - 3:35 pmAmerica's Second Energy Revolution: Clean Energy in an Age of Fossil Fuel Abundance

In the midst of all the excitement regarding US shale gas and tight oil it is easy to forget America’s second revolution. Solar prices have dropped to a point where they are reaching grid parity and price competitiveness with fossil fuels for power generation, not only in parts of the US, but in an increasing number of markets across the globe. Distributed energy is already eating into revenues and partly marginalising traditional, fossil fuel power generation. Yet the seemingly relentless focus on fossil fuels and the abundance which it potentially provides casts an uneasy shadow over the prospects of clean energy. How will clean energy investments hold up against falling fossil fuel prices? Or is the future bright for clean energy? With Paris climate talks ahead, how likely are we to reach an agreement, and what difference could it make to the balance between fossil fuels and clean energy in the energy mix? What is the future for fossil fuel generation and what do the lessons of Germany’s energy transition tell about how the market might develop? Can fossil fuels, efficiency and renewable peacefully ‘co-exist’-is gas the’ bridge’ to a new energy future or a ‘bridge to nowhere’ as some have claimed? What are the implications for energy policy?  

Michael Levi, David M.Rubenstein Senior Fellow for Energy, Council on Foreign Relations
Carol Browner, Leadership Council, Nuclear Matters

3:35 pm - 4:25 pmPanel: Risk and Opportunity in the Global Energy Industry-The Financiers and Investors Perspective

With uncertainties in the US and global markets increasing, our panel of leading financial experts share their views on both the risks and the opportunities facing the industry. How do they see investment patterns changing in the face of growing oil price volatility and potential future carbon constraints? Will debt and equity markets continue to support shale production? Will they be persuaded by the arguments in favour of fossil fuel divestment, and what will be the likely impact of this emerging trend? Will the disinvestment from fossil fuels necessarily lead to increased investment in clean energy? What will be needed to encourage investment on the scale needed to meet future energy challenges, and what are the innovative financing models, mechanisms and business models emerging for investment across oil. gas and clean energy?

Poppy Allonby, Managing Director, BlackRock Investment Management
Ian Simm, Founder and Chief Executive, Impax Asset Management
Maynard Holt, Co-President, Head of E&P Investment Banking, Tudor, Pickering, Holt & Co

4:25 pm - 4:30 pmClosing Remarks from the Chair
4:30 pmClose of Conference