Toby Rice Keynote: From Appalachia to the World: The Natural Gas

“Natural gas is the biggest green initiative on the planet. This is going to bring peace to the world,” says Toby Rice, president and CEO of the largest U.S. independent gas producer, EQT Corp. Here he describes Appalachia’s potential and the further advancements to come.

SPEAKER:
Toby Z. Rice, President and Chief Executive Officer, EQT Corporation

The View from Near and Far: U.S. and Global NatGas Demand

The Marcellus code was cracked in 2007. From there, the Appalachian Basin has grown into the world’s greatest gas field. And this is while choked back to 35 Bcf/d by takeaway constraints. Here’s the assessment of how it has changed U.S. and global hydrocarbon-omics and, with constraints unlocked, why it could further displace allies’ and potential allies’ unfriendly sources of Btu.

The Massive Gas Call: LNG and the 35 Bcf/d Growth, 2024-2027

The Marcellus code was cracked in 2007. From there, the Appalachian Basin has grown into the world’s greatest gas field. And this is while choked back to 35 Bcf/d by takeaway constraints. Here’s the assessment of how it has changed U.S. and global hydrocarbon-omics and, with constraints unlocked, why it could further displace allies’ and potential allies’ unfriendly sources of Btu.

SPEAKER:
Emily McClain, Vice President, Rystad Energy

Midstream: The Big Dig and What MVP Will and Won't Do For The Basin

As the last 20 miles of Mountain Valley Pipeline are underway, another 2 Bcf/d of Marcellus and Utica natgas will be unlocked. Here are the details on the additional big pipe awaiting approval and the outlook for when these miles will get the nod. And what will MVP do or not do to move more gas out of the basin?

Making the Utica New Again: Playing the Phase Fairways

Operators are having great success in the mature-oil phase of the three-phase Ordovician Utica, the oldest deposition of North America’s major resource plays. Here’s the latest on results there as well as in the wet-gas window.

SPEAKER:
Hardy Murchison,  CEO, Encino Energy

Surfacing More of the Buried Gas Treasure

D&C and pad automation, frac enhancements, longer laterals, emissions reductions, spacing recipes, ROI and other best practices and outlooks are shared here. 

The Producers: Appalachian Economics and the Next-Gen Recipe

Leading producers describe their latest well results, field cost inflation, capacity constraints, emissions mitigation and access to capital as they work to convert molecules into dollars.

SPEAKERS:
Jose Chirinos, Development Planning Manager, Repsol
Ryan Deaderick, Executive Vice President & COO, Greylock Energy
Mike John, Founder, President & CEO, Northeast Natural Energy
John Johnston, Executive Vice President & Chief Development Officer, PennEnergy Resources

The M&A: The Bid/Ask for the Appalachian Prize

Deal-making continues, while the bid/ask has seen wild swings since February of 2022 as futures have ranged from $3 to $10 back to $3. Here’s a look at today’s price for Appalachian and other basin’s reserves. And what’s the sweet price spot for the money behind those seeking more of the gas prize?

The Money Wants More For Less

Size matters, including liquidity in trading. And it’s the era of the $10-billion-EV operator. Debt to ebitda is in lockdown. Preferred used to be 1.5x. Now the maximum is less than 1.0x. Shareholders have been in an uproar over even a 0.1x increase in the metric. Hear about what’s in bounds and what’s out of bounds today.

The Big Bifurcation: Huge Versus Small

Smaller operators and startups-to-be are seeing exit opportunities to well-endowed operators. But efforts by small-caps and midcaps with long-life inventory are struggling against the uber-moneyed largest caps and international operators. Spend on emissions compliance and ESG is further fracturing the industry. Learn more here.

More, Please: Meet the Consumers

Industrial, small business and other users of natural gas want more. And powergen that’s seeking to quit coal is finding it hard to get access to natgas, including within and near the Appalachian Basin, one of the world’s largest gas fields. Hear from them.

Agenda Subject to Change