Navigating the Changing Energy Landscape

Agenda

November 20, 2020
8:25 a.m.	Welcome & Introduction of Morning Keynote Speaker
	Marc Giannoni, Federal Reserve Bank of Dallas
8:30 a.m.	Morning Keynote
	Robert S. Kaplan, Federal Reserve Bank of Dallas Moderator: Mark Wynne, Federal Reserve Bank of Dallas
9:15 a.m.	Session I: Near-Term Outlook for Global Oil and Gas Markets
	Session Chair: Mine Yücel, Federal Reserve Bank of Dallas Macro oil: R. Dean Foreman, American Petroleum Institute Presentation Natural gas: Kathryn Miller, BTU Analytics Geopolitics (both oil and gas): Robert McNally, Rapidan Energy Presentation
10:40 a.m.	Session II: Opportunities and Risks of the Global Energy Transition
	Session Chair: Jason Brown, Federal Reserve Bank of Kansas City Mid-to-longer outlook for oil and gas: Tim Fitzgibbon, McKinsey and Co. Renewables outlook: Logan Goldie-Scot, BloombergNEF Presentation Managing the grid due to renewables: Peggy Simmons, Public Service Company of Oklahoma
Noon	Lunch Break
12:25 p.m.	Introduction to Afternoon Keynote Speaker
	Joe Gruber, Federal Reserve Bank of Kansas City
12:30 p.m.	Afternoon Keynote
	Esther George, Federal Reserve Bank of Kansas City
1:15 p.m.	Session III: Challenges in Energy Finance
	Session Chair: Jill Cetina, Federal Reserve Bank of Dallas Oil and gas banking: Chris Holmgren, Wells Fargo Presentation Oil and gas restructuring: Ryan Omohundro, Alvarez & Marsal Presentation Renewable investing: Jigar Shah, Generate Capital Presentation
2:40 p.m.	Panel Discussion with Executives on the Changing U.S. Energy Landscape
	Moderator: Chad Wilkerson, Federal Reserve Bank of Kansas City Exploration and production: Rick Muncrief, WPX Energy Oilfield services: Cindy Taylor, Oil States International Utility: Paula Gold-Williams, CPS Energy
3:40 p.m.	Closing Remarks by Chad Wilkerson and Mine Yücel
3:45 p.m.	Adjourn