2015 Calgary, AB Canada 30March - RBN Energy · 2015. 3. 20. · Transporting NGLs – Ethane,...
Transcript of 2015 Calgary, AB Canada 30March - RBN Energy · 2015. 3. 20. · Transporting NGLs – Ethane,...
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n New course content!
n Improved models!
n More Networking
Opportunities
2015 Calgary, AB Canada
March
30Through April
01Calgary Telus
Convention Centre
120 9 Ave SE, Calgary, AB
T2G 0P3, Canada
Hyatt Regency Calgary
RBN discounted room rate
of $259, based on availability
Reservations (403) 717-1234
Mon, Mar. 30, 2015 – 8am-5pm
(plus cocktail reception)
Tue, Mar. 31, 2015 – 8am-5pm
(plus cocktail reception)
Wed, Apr. 1, 2015 – 8am-12pm
This is nothing like other natural gas, crude oil or NGL conferences!
The course work is hands-on. In each module we’ll drill down on an
important aspect of the market, explain how it works, download a
spreadsheet model and learn how to use it. You walk out the door with
the how-to PowerPoints and the Excel models. No talking heads, no mind
numbing speeches. Just practical, usable energy market fundamentals.
To learn more about School of Energy call us at 888-612-9488, email [email protected], or visit www.rbnenergy.com
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RBN’s School of Energy has been reworked, restructured and reorganized to make the conference even better.
There is more course content, updated for what is happening in the market right now. We have added
new models, replaced some old models and enhanced them all. But even more important, we have increased the number of model labs from one to FOUR!! Each lab will step you through the model logic, how to input the data and how
to interpret the results. You will work through cases that will test your knowledge on how
the models work.
And we are branching out. School of Energy Remix sessions with the revised content and models have been scheduled in Calgary March 30 through April 1. This conference will cover the same intense curriculum and will include a couple of guest speakers who bring special knowledge of the regional markets we’ll be covering.
You will need to bring a laptop computer with a USB port, internet access and Microsoft Office 2007 or higher. Yes that means you will be downloading several RBN energy economic models and working with them in class. That’s what hands-on means. If you bring an Apple, there will be some data you will not be able to access.
There will also be some networking opportunities during the breaks, lunches and two cocktail receptions.
You will have access to both the presentation slides and spreadsheet models used in the coursework in real-time. At the end of the course, you will walk away with all of these materials annotated with your own notes taken during the course. There will be math. But nothing beyond your basic spreadsheet formulas and functions.
Same Great School of Energy Remixed:
Monday, Tuesday and Wednesday March 30 – April 1, 2015
Calgary Telus Convention Centre
Registration Fees (in US dollars): Early Bird before February 27th – $2,930 (Plus Tax)
After February 27th $3,380 (Plus Tax)
1 E. Russell “Rusty” Braziel – President, RBN Energy Previously with Bentek, Texaco (Chevron), Williams, Altra
2 Callie Mitchell – RBN Manager, Energy Research Previously with Mapco, Texaco, Williams
3 Sandy Fielden – RBN Managing Director, Energy Analytics Previously with Morningstar/ LIM, Fina (Total Fina Elf ), and Allegro
4 Scott Potter – RBN Managing Director, Business Development Former energy trading manager Previously with Aquila, Texaco, Altra
5 Kelly Van Hull – RBN Manager, Energy Analytics Most recently with Bentek Energy Previously with a midstream company developing greenfield projects in the Williston Basin
6 Rick Smead– RBN Managing Director, Advisory Services Previously with Navigant, El Paso Pipeline Group, Colorado Interstate Gas Company
7 David Braziel – Director of Financial and Fundamental Analysis Previously with Direct Energy and Apache Corporation
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Faculty
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Rusty and the RBN team struck the perfect chord blending a wealth of knowledge and industry experience into a three day class that left me taking away numerous insights to ponder. And like a truly exceptional song or movie; instead of moving on once completed, I truly wanted to hear it all over again. If I smoked, I would have been waving my lighter high at the end of this class.
Trey Cowan, Rigdata
I really enjoyed the RBN School of Energy conference. It provides the foundation that is necessary for understanding the macro picture of the energy industry. RBN discussed the fundamentals necessary to do a deep dive into a specific sector while also providing higher level insight into current and future macro trends. I would recommend this conference to both novice and seasoned energy professionals.
Matthew Casey, GE Capital
An incredibly well organized and thought out course, the RBN School of Energy tied together the Natural Gas, NGL, and Crude industries like no course I have ever attended in the past.
Jeff MacDonald, MEG Energy
I was extremely impressed with the course content and the up-to-date analysis of regional markets. The emphasis on economic models and RBN’s unique approach to them was invaluable to all attendees from my company.
James Neblett, Parsley Energy
RBN School of Energy At the Houstonian, October 29th, 30th and 31st, 2014 HHHHH
Some of the comments from our October 2014 School of Energy:
The School of Energy is three days well spent. Whether IP curves, frac spreads and ethane rejection are integral parts of your everyday life as a commercial analyst or they’re distant concepts that you once read about in a Wall Street Journal article, the instructors have the depth of knowledge and teaching ability to ensure that students at every level leave with an improved understanding of the market forces driving decisions in the energy industry and where it’s headed in the near future.
Beth Rudnick, Stupp
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Monday, March 30, 2015
7 am – Registration Opens / Continental Breakfast
8 am – Session Begins
MODULE #1: Fundamentals - After the Crash
New Energy Market Realities - Prices, Economics and Production
The Domino Effect - Market Events and Responses
Market Overview – Natural Gas, NGLs, Crude Oil
Transportation Capacity and Flows
Price Differentials and Value
Understanding Energy Fundamentals Models
MODULE #2: Production
Production Economics – The Basics
Unconventional and Conventional Production
The Link to Investment Returns and Price
9:45 am – Break
Well Cost, Production Rates, Decline Curves and Other Variables
Production Economics and Forecasting
All Shales are Not Created Equally
The Market Impact of Shale Economics
LAB
Model 2.1 – Production Economics and Breakevens
Model 2.2 – Production Forecasting – Ladder Method
12 pm - Lunch
MODULE #3: Natural Gas Markets
North America Natural Gas Market Overview
Current Market Developments – Supply and Demand Forecast
Transporting Natural Gas – Natural Gas Pipeline Projects
Natural Gas Hubs and Basis
Natural Gas Transportation, Rates and Regulation
School of Energy Agenda Calgary Telus Convention Centre – March 30th through April 1st
Monday, March 30, 2015 (continued)
Market Trends: Power Generation, Industrial, Commercial/Residential
Natural Gas / LNG Exports
Commercial Arrangements and Transactions
Netbacks
3 pm – Break
LAB
Model 3.1 – Coal versus Natural Gas – Displacement Economics
Model 3.2 – Estimating the Cost and Rates for Natural Gas Pipelines
Canadian Natural Gas Market Dynamics – TCPL Mainline Interruptible Transportation Discretion
5 pm – Cocktail Reception
Tuesday, March 31, 2015
7 am – Continental Breakfast
8 am – Session Begins
MODULE #4: Crude Oil MarketsNorth America Crude Oil Market Overview
Current Market Developments – Supply and Demand Forecast
Transporting Crude Oil – Crude Oil Pipeline and Rail
Fundamentals of Refining
Commercial Arrangements and Transactions
Crude Oil Hubs and Basis
10 am – Break
Canadian Crude Market Dynamics – Impact of Low Crude Oil Prices
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Tuesday, March 31, 2015 (continued)
LAB
Model 4.1 – Netback Analysis
Model 4.2 – Crack Spread
12 pm - Lunch
Model 4.3 – Refinery Crude Selection and Light Crude Impact on Capacity
MODULE #5: Natural Gas Liquids Markets
North America NGL Market Overview
Current Market Developments – Supply and Demand Forecast
Transporting NGLs – Ethane, Propane, Butanes, Natural Gasoline
Fundamentals of Gas Processing and Fractionation
Commercial Arrangements and Transactions
3 pm – Break
LAB
Model 5.1 – Frac Spread
Model 5.2 – Processing Economics
5 pm – Cocktail Reception
Wednesday, April 1, 2015
7 am – Continental Breakfast
8 am – Session Begins
MODULE #5: Natural Gas Liquids Markets (continued)
NGL Hubs and Basis
NGL Transportation, Rates and Regulation
Netbacks
Market Trends: Regional Product Imbalances; Price Impact
NGL Exports
10 am – Break
LAB
Model 5.3 – Ethane Rejection, the Regional Rejection Stack and Residue Gas
Model 5.4 – Petrochemical Feedstock Selection – Calculations and Price Impact
Module #6: What It All Means
Handicapping Forecasts
The Implications of Exports
A New Energy Future
12 pm – Lunch
1 pm to 3pm – Optional Follow-Up Lab
School of Energy Agenda (continued)Calgary Telus Convention Centre – March 30th through April 1st