Agenda
JUNE 8
Wednesday
08 June 2022
Houston, Texas
Markets in Focus:
Oil & Gas
08:55

Ben Hillary
Managing Director
Commodities People
Opening Comments
09:00
Executive Panel

Howard Walper
CEO Americas,
Commodities People

Ernie Thrasher
Chief Executive Officer and Chief Marketing Officer, Xcoal

Melisa Culbertson
Executive Director OTC Structured Product, RJO'Brien

Gregory Broussard
Managing Director and Global Head of Financial Trading, Cargill
Witches brew (Geopolitics, ESG initiatives and the lingering impact of COVID-19)
- How are company leaders positioning themselves in an era of high prices and extreme volatility?
- How has the war on Ukraine impacted different markets? How will this impact markets in the long term?
- What are the lingering impacts of COVID-19? Are supply chains springing back, and if not, how long until we are back to"normal?"
- How has the focus on ESG changed the way companies operate, particularly carbon-intensive industries?
09:45

Howard Walper
CEO Americas,
Commodities People

Dr. Craig Pirrong
Professor of Finance, Bauer College of Business,
University of Houston
Impact of extreme volatility on large trading companies
10:15

Howard Walper
CEO Americas,
Commodities People

Keith Barnett
President,
Barnhill Energy
Ukraine invasion exposes weakness of global integration of commodities
- Impact of invasion on commodity markets
- Interrelationship between oil, natural gas, fertilizers, ag commodities, FX, inflation, etc.
- Need for top notch data sources, analytics and risk management systems
10:45
Exhibition Area
Break
11:15
Presentation

Howard Walper
CEO Americas,
Commodities People

Clay Seigle
Energy Strategist & Vice President,
US Association for Energy Economics
Russia, Ukraine and oil: Impact on pricing
-Oil prices at highest level since 2008, jeopardizing post-pandemic recovery
-Exploration of key drivers of crude and refined product pricing in 2022
-Signposts to watch as summer driving season kicks in
11:45
Presentation

Howard Walper
CEO Americas,
Commodities People

Joseph Graham
Structured Origination, 61 Commodities
Natural gas and the net-zero revolution
- Outlook for North American natural gas
- The bridge to net zero
- LNG markets in the wake of Ukraine war
- RNG/RSG
12:15
Exhibition Area
Lunch