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 and 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
Anne Cameron
Anne Cameron is a seasoned investment professional currently serving as the Head of Public Investing at Mercuria, a leading global energy and commodities firm based in Switzerland. In this role, she oversees a team of fundamental analysts that invest the firm’s capital in equity and credit. Before joining Mercuria, Anne spent twelve years at Hartree Partners, where she was the Co-Head of Equities. Her tenure there was marked by significant contributions to the firm's equity investment strategies and performance. Prior to Hartree, she held positions at BNP Paribas and J.P. Morgan, where she published equity research in the E&P and midstream sectors . Anne holds a Bachelor of Arts in Economics and History from Amherst College and an MBA from Columbia Business School.
Alex Munton
Alex Munton is Rapidan Energy Group’s Global Gas and LNG research lead based in Houston, where he oversees all aspects of the service, including product development, research and analysis, and bespoke offerings. He is a seasoned energy analyst with over 20 years of experience in the industry and holds a PhD in International Relations from the Australian National University as well as a background in Economics and Business from the Metropolitan University from his native London. His extensive experience and strong connections with numerous major actors in the industry enable him to maintain a close relationship with the market, which adds substantial value to clients by offering a comprehensive understanding of the intricacies of the North American and global gas landscape.
Timm Schneider
Timm Schneider is the Founder and CEO of The Schneider Capital Group LLC. Previously, Timm was a Managing Director and later Head of Energy & Utilities Equity Research for the Americas at Citi. Under his leadership, the Team provided coverage of the Midstream & Natural Gas, Exploration & Production, Oilfield Services, Electric & Gas Utilities, and Alternative & Renewable Energy sectors.
Timm has a wide-ranging network of both Energy industry and Wall Street contacts. He has been widely recognized as a thought leader in the space and was a top-ranked analyst in the Institutional Investor survey. Timm and his Team at Citi were early in identifying strategic initiatives that led to tremendous value creation, such as the ‘Privatization of Midstream’ thesis in late 2018 as well as identifying a new cash flow paradigm for the sector in late 2019 (Midstream C.R.E.A.M.), among other achievements.
Prior to Citi, Timm spent five years at leading boutique Evercore ISI, covering Natural Gas & Midstream equities. He also spent time at Deutsche Bank and Lehman Brothers. Timm began his Energy career with global Oilfield Services provider Halliburton in the Middle East. Timm earned his Bachelor of Science in Finance with a double minor in Economics & German language from Miami University Of Ohio.
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.