canada 2020 speakers series: david goldwyn on creating a stronger north american market for natural...
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8/7/2019 Canada 2020 Speakers Series: David Goldwyn on Creating a Stronger North American Market for Natural Gas
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Canada 2020
President, Goldwyn Global Strategies
Wednesday, April 6th, 2011
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TITLE SPONSOR
SUSTAINING SPONSORS
and the many individual donors to the Canada 2020 Founders' Circle
For more information visit www.canada2020.ca
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Canada 2020: Creating a
Stronger Market for Northmer can a ura as
David L. Goldwyn
Goldwyn Global Strategies, LLC
pr 6, 2011
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Am le North American Nat Gas Su l
Climate, Energy Security Reasons to Increase Demand
North American Market Limited Regulatory/Climate Policy Will Push Power Gen Use Transportation will be a niche play
LNG Exports An Obvious Choice, but Big Challenges
Creative Commercial Arrangements Can Strengthen Markets
Governments Can Help: Time to Refresh the Trilateral/Bilateral
Energy Agenda
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Source: Encana
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Source: EIA 2011
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Source: Energy Velocity,B&V Analysis
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Source: IFP 2009
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Source: Bentek 2011
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Source: Bentek 2011
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Source: Bentek 2011
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Source: EIA 2010
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Consumption
Source: Resources for theFuture 2010
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Source: IEA 2010
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Policy Drivers: EPA Guidelines
Utility demand for coal is estimated to drop by 116 milliontons, or 12%.
261 million MWh decline in coal fired generation
If this is offset by a commensurate increase in gas fired
generation, U.S. gas consumption would have to increase by. .
All else remaining equal, this implies a 6% increase in U.S.
consump on o na ura gas y .
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CO2 Emissions
Source: Resources for theFuture 2010
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Policy Drivers: EPA Regulations
Source: Bernstein Research 2010
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LNG: An Obvious Answer for USand Canada, But.
Sustains Dry Gas Supply/Reduces Volatility
But Competition for supply
Licensing/Siting issues
Public education a /Links to Infrastructure
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Will Henry Hub/West Coast Differential Hold?
Will Buyers Take Price Risk?
Can Buyers and Sellers Share Risk?
Maybe Utilities Get in Too?
Industry
Raise Standards
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The US - Canada Bilateral/Trilateral Agenda:
Time to refresh the trilateral/bilateral energy agenda
Clean Energy Dialogue
Time to focus on the Big Rocks
Supply
Demand
Public Education
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Conclusion
Gas can be major economic/climate boon
Low price will drive new demand
, -driver
Price risk sharing arrangements can drive demand/exports
Public acce tance will be fundamental
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Keynote
David Goldw n, President, Goldw n Global Strate ies
Panellists
Robert Johnston, Director, Global Energy & NaturalResources, Eurasia Group
ou s uger, ce- res en , a ura as, e ana a
Moderator Don Newman, Chairman, Canada 2020 Advisory Board
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TITLE SPONSOR
SUSTAINING SPONSORS
and the many individual donors to the Canada 2020 Founders' Circle
For more information visit www.canada2020.ca
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Canada 2020
President, Goldwyn Global StrategiesWednesday, April 6th, 2011