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DTSTART;TZID=America/Chicago:20250218T070000
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SUMMARY:Enkon’s 2025 Natural Gas Storage Forum Feb 18, 2025 – Houston
DESCRIPTION:Enkon Energy Advisors is excited to host the inaugural 2025 Natural Gas Storage Forum, a unique and timely event bringing together various stakeholders and gas industry experts to offer their perspectives on natural gas storage trends, market drivers, development challenges, financing & investment opportunities and long-term fundamental outlook.\nExecutive Forum: A unique platform focused on natural gas storage and natural gas markets\nOne Day Event (15+ Speakers):\n\n5 impactful panel discussions,\n3 expert presentations\nKeynote Speaker\nMultiple networking opportunities.\n\nGoal of the Forum\nAfter more than a decade of lackluster performance, natural gas storage assets in the U.S. are back in vogue and thriving. Firm Storage Service lease rates for natural gas storage capacity continue to rise driven by increasing gas price volatility, growing operational need for high-cycle service, and scarcity premiums in the market. Super Cycle 2.0 is truly underway for Natural Gas Storage assets!\nThis resurgence has generated tremendous interest from gas storage customers, project developers, storage operators, lenders and investors. It is opportune to bring together these stakeholders for a day of insightful discussions and networking opportunities.\nWhy Attend?\nHere are some compelling reasons why you should join us.\nThe unique format of the Enkon Forum is designed to provide attendees with a holistic perspective from all stakeholders on the future evolution of the natural gas storage sector.\nCurated & Impactful Expert Panel Discussions: Hear unique perspectives on challenges and opportunities from 5 different stakeholders\n\nStorage customer panel\nDeveloper panel\nOperator panel\nInvestor panel\nFinancing panel\n\nAll stakeholders under one roof – you simply cannot get closer to the market.\n\nNetworking: Ample opportunity for impactful networking with highly qualified attendees keen on participating in natural gas storage Super Cyle 2.0\nExpert Presentations: Provide attendees with a compressive understanding on current landscape, development pipeline, gas market dynamics, valuable commercial insights, and long-term investment outlook\nKeynote Address: from thought leader in the natural gas industry\n\nForum Audience\n\nKey decision makers & executives from across energy, midstream, and oil & gas companies\nGas storage customers – Utilities, power generators, LNG exporters, gas pipelines\nInvestors, funds, financial institutions and law firms active in midstream space.\nNatural gas marketers, traders and asset management firms\nIndustry though leaders\n\nRegistration and Networking Breakfast\n7:50 AM – 8:00 AM\nWelcome Remarks\nSpeaker: Amol Wayangankar, Principal Founder – Enkon Energy Advisors\n8:00 AM – 8:25 AM\nKeynote Speaker\nSpeaker: TBA\n8:25 AM – 8:50 AM\nPresentation: Natural Gas Storage Outlook and Investment Risk Assessment\nAfter more than a decade of lackluster performance, natural gas storage assets are back in vogue and thriving. The Speaker will discuss key drivers for gas storage, gas market trends, FSS rate projections and investment outlook for gas storage in the U.S.\nWhat are the key drivers that are fueling current resurgence in gas storage?\nFrom a market perspective, which locations/storage types are better situated?\nWhat is the outlook for FSS pricing to 2030 under market uncertainties?\nHow much highly flexible gas storage capacity is needed by 2030/2035?\nWhat is the overall investment risk and how long will this Supercycle 2.0 last?\nSpeaker: Amol Wayangankar, Principal Founder – Enkon Energy Advisors\n8:50 AM – 9:35 AM\nGas Storage Customer Panel\nBesides increase in FSS rates, there has been notable evolution in customer needs, focus and commitment levels. Operational needs (such as Hourly Balancing Service for power plants or No notice injections for LNG) are dominating need for gas storage in Supercycle 2.0. This panel will discuss their respective needs for gas storage service, level of service and asset types that are more aligned with their service needs\nWhat are the key requirements of LNG customers and level of service needed?\nWhat is driving the need? What alternatives are available other than storage?\nWhat are the requirements for power plants and gas pipelines?\nAre traders being priced out of the FSS market?\nPanelists:\nTo Be Announced Soon\nModerator: Amol Wayangankar, Principal Founder – Enkon Energy Advisors\n9:35 AM – 9:55 AM\nNetworking Break\n9:55 AM – 10:40 AM\nGas Storage Developers Panel\nImprovement in FSS rates, gas storage capacity additions continue to rise. While most additions are brownfield projects, there are multiple greenfield projects under development. This panel will address key challenges and opportunities for gas storage development and pathway to commercialization to meet evolving customer needs.\nWhat customer class is driving storage/injection/deliverability needs?\nImpact of cost inflation on brownfield/greenfield capacity development?\nChanges to contracting/commercial philosophy from Super Cycle 1 to 2?\nAccess to capital and financeability under Super Cycle 2.0\nPanelists:\nDan Craig, Chief Commercial Officer – Black Bayou Energy Hub\nJim Goetz, Chief Executive Officer – Trinity Gas Storage\nScott Smith, President – Spire Midstream\nEdmund Knolle, Chief Commercial Officer – Gulf Coast Midstream Partners\nModerator: Amol Wayangankar, Principal Founder – Enkon Energy Advisors\n10:40 AM – 11:25 AM\nGas Storage Operator Panel\nPatience – is the key word! Operating storage assets have gone through the highs of Super Cycle 1 and rode down the trough that followed. Finally, it is time to make hay and add low-hanging capacity in Super Cycle 2.0. This operator-centric panel will throw light on market developments and tailwinds for their storage business, contracting strategies in light of rising FSS rates and changing customer requirements, opportunities and challenges for commercialization of brownfield opportunities.\nStrategies to deploy growing free-cash flows due to resurgence in FSS rates\nHow significant is the brownfield advantage in light of cost escalation?\nOptimal pathway to scale – organic or M&A? Justification for M&A?\nRegional differences in gas storage needs?\nPanelists:\nDave Marchese, Chief Executive Officer – Caliche Development Partners\nPaul Bieniawski , Chief Executive Officer – Enstor\nModerator: Amol Wayangankar, Principal Founder – Enkon Energy Advisors\n11:25 AM – 11:45 AM\nPresentation: Gas Storage Commercial and M&A Trends in Super Cycle 2.0\nThere are key commercial factors observed in Super cycle 2.0 that are likely to make it more sustainable with a long runway for investors. The Speaker will discuss key commercial trends and impacts on M&A valuations for gas storage in Super Cycle 2.0\nHow is Supercycle 2.0 different from Supercycle 1.0? What went wrong?\nHow have the FSS rates trended? Can market support greenfield economics?\nWhat are key changes in commercial Ts & Cs (Commitment, service level & term)\nWhat are the indications from the current M&A valuations for gas storage?\nAmol Wayangankar, Principal Founder – Enkon Energy Advisors\n11:45 AM-12:30 PM\nLunch and Networking Break\nLunch Time\n12:30 AM – 1:15 AM\nFinancing Panel (Lender Perspective)\nGreenfield gas storage projects and some brownfield projects are expected to require debt financing. Financeability of gas storage projects will depend on how projects plan to mitigate commercial, technical and operational risk factors to meet debt covenants. This panel will delve into their appetite for financing capacity growth in Super Cycle 2.0, key commercial requirements for obtaining debt on favorable terms and overall availability of debt for gas storage asset class.\nWhat are key considerations for lenders to evaluate projects in Super Cycle 2.0?\nWhat are the biggest hurdles for financing gas storage projects today?\nAre loan covenants/ security arrangements likely to be more stringent than 1.0?\nHow deep is the bank market for gas storage and are lenders set up internally to assess underlying market, regulatory and technical risk?\nHow is Supercycle 2.0 different from Supercycle 1.0? What went wrong?\nHow have the FSS rates trended? Can market support greenfield economics?\nWhat are key changes in commercial Ts & Cs (Commitment, service level & term)\nWhat are the indications from the current M&A valuations for gas storage?\nPanelists:\nHans Beekmans, Co-Head of Energy & Infrastructure NA – Investec\nModerator: Amol Wayangankar, Principal Founder – Enkon Energy Advisors\n1:15 AM – 2:00 AM\nInvestor Panel (Equity Perspective)\nThe resurgence for gas storage assets is making financial and strategic investors take notice. Recent M&A metrics for gas storage are robust indicating increasing capital inflow in this sector. Investments have also been made in greenfield projects. The significant differences in the commercial trends should make investments in gas storage more attractive for investors. However, investors grapple with one key question – how sustainable is the Super Cycle 2.0 to ensure acceptable returns? This panel will provide equity’ perspective on appetite for greenfield opportunities, M&A activity and challenges for value growth and exit ramps.\nHow does gas storage fit into respective investment mandates?\nWhat is a winning strategy for an investor in Super Cycle 2.0?\nWhat is the overall investment risk and how long will this Supercycle last?\nPanelists:\nPat Eilers, Founder and Managing Partner – Transition Equity Partners\nModerator: Sue Neville, Project Manager – Enkon Energy Advisors\n2:00 PM – 2:20 PM\nOutsider’s Perspective: Presentation from Texas Brine\nAlthough Texas Brine does not participate directly in the natural gas markets, their prints are on few operating natural gas storage assets. As part of producing brine (their primary business), Texas Brine creates salt caverns during the leaching process that can be used to store hydrocarbons including natural gas. Using caverns that are already created can create significate “speed to market” advantage for gas storage developers/operators. The speaker will discuss how Texas Brine can play a role in Super Cycle 2.0.\nTo Be Announced Soon\n2:20 PM – 2:30 PM\nClosing Remarks\n2:30 PM-4:00 PM\nExtended Networking, Afternoon Refreshments and Adjournment\n
URL:https://midstreamcalendar.com/events/enkons-2025-natural-gas-storage-forum/
CATEGORIES:2025 Oil and Gas Industry Events,2026 Conferences in Oil and Gas
LOCATION:816 Town & Country Blvd. Suite 210, Houston, TX 77024
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