A confluence of events has changed the complexion of US natural gas markets. Production growth due to shale has made US gas relatively cheap and constantly battling pipeline bottlenecks. In addition, US LNG export capacity has linked global markets and created an outlet for cheap US gas. This has had implications for global pricing and storage. Finally, growth in renewable power generation and the retirement of the coal and nuclear fleet has changed the way gas-fired generation is used in the US power grid. As these three trends continue, natural gas will continue to play an expanding role between the traditional energy supply chain and the new one.
Please join the Energy Forum and Bloomberg for a joint panel discussion to explore the evolving trends in US natural gas, the market challenges and implications. Jason Lemme, the Energy Forum board member and managing director at Hartree Partners, will lead and moderate the discussion..
Laurent Key is head of North American Natural Gas at Bloomberg NEF. In that capacity Laurent runs the analysis of US, Canada and Mexico gas balances and forecasts. Through his work, Laurent focuses on issues regarding gas storage, fuel competition and shale production forecasts.
Laurent was until 2013 head of US Natural Gas research at Societe Generale, advising corporate and speculative clients on commodity trading. His research was regularly top-ranked by Energy Risk. For the last two years at this position, Laurent was ranked in the top 2 best natural gas price forecasters, as surveyed by Bloomberg. Prior to joining Bloomberg in September 2018, Laurent worked in the hedge fund industry advising prominent traders on the Henry Hub and regional North American Gas markets on speculative short-and-medium term positions.
Laurent holds a Masters of Engineering in power production from Ecole Centrale Nantes and Munich Technical University as well as a Masters in Energy and Environment Economics from the French Institute of Petroleum.
William Nelson is Head of Power at Bloomberg NEF. He oversees analysis of the electricity sector, with a focus on deregulated wholesale power markets in North America. He and his team evaluate power plant economics, estimating operating margins (revenues minus expenses) in liberalized markets. This entails detailed study of a full suite of energy dynamics, including: grid supply-demand fundamentals; wholesale power and fuel pricing patterns; capacity markets; environmental commodities; ancillary services; policy and regulation.
Nelson is also Adjunct Professor at New York University (NYU) and Columbia University where he teaches Masters Courses on global electricity markets and policy. His previous experience includes strategy consulting at the Earth Institute and software design at Electronic Arts. He holds a Bachelors in Physics from the University of California at Santa Barbara, and a Masters in Energy Policy and Finance from Columbia University.
Jason Lemme is a Managing Director at Hartree Partners LP and sits on the company’s Operating Committee. He currently runs the company’s natural gas trading businesses. Hartree is a proprietary commodity trading firm owned by management and funds controlled by Oaktree Capital. Mr. Lemme has served in various roles in trading, origination and investment since joining the company in 2002. He graduated with a B.A. Economics (summa cum laude) from Rutgers University and earned a M.Sc. Global Market Economics from the London School of Economics.
5:30 - 6:00 PM: Registration
6:00 - 7:30 PM: Presentation and Discussion
7:30 - 8:00 PM: Reception
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