CEE Legacy Presentations, Papers, and Research Notes
2005–2018
2005
Women's Global Leadership Conference in Energy and Technology, The Role of Energy in Propelling Sustainable Development in Emerging Economies
How Many Regulators Do We Need?
Current Issues in Canadian Energy and Environment
- An Introduction to Development in Alberta's Oil Sands
- Forest Fragmentation – Effects of Oil and Gas Activities on Alberta Forests
- The Aboriginal Role in the Development of Albertan Oil and Gas Reserves
- The Mackenzie Valley Pipeline
2006
What should India's long term refining strategy be?
CEE Think Day on Canadian Energy presentations (Agenda)
- Overview on key energy sector developments and issues in Canada
- Update on Atlantic Canada LNG projects
- Update on Canadian CBM
- Update on Alberta oil sands projects
- Fort McMurray and the AthabascaTar Sands-I, 250 years of a most unique history
Keynote address AIChE Spring National Meeting, Forward, Backward, Sideways: Global Energy Redux
Energy & Communications Conference presentation, LNG: Can We Build It?
2007
10 key observations from work completed and underway at CEE on national and international natural gas markets (presentation)
Beyond the Science and Economics: The Politics of Global Energy (presentation)
Canada and Alberta Natural Resource Development Issues: Papers and presentations of the University of Alberta MBA Students, February 2007
- Canadian Petroleum Growth and Development [paper] [presentation]
- Alberta Royalty Structure: Overview and Challenges for the Future [paper] [presentation]
- Mackenzie Valley Pipeline [paper] [presentation]
- Water Use & Policy Challenges in Alberta Within the Context of Energy Development and Environmental Regulation [paper] [presentation]
- Nuclear Energy in the Oilsands: Part of the Solution, or the Problem? [paper] [presentation]
- Canadian Renewable Energy Policy and the Evolution of Renewables in the Canadian Electricity Industry [paper] [presentation]
- Project Management: Challenges & Lessons Learned [paper] [presentation]
2008
Keynote presentation for the International Energy Credit Association 2008 Spring Conference
CEE's Research on National Oil Companies (NOCs)
"Tightening grip" of Gazprom: a reality check
A Comment on LNG Regasification Optionality
Supporting Biofuels: A Case Study on the Law of Unintended Consequences?
2009
The Future Landscape of Energy Trading
REC Trading in Texas - Lessons Learned and Way Forward
2010
American Chamber of Commerce in Brazil (AMCHAM Brazil). The importance of the energy industry to Houston and Texas economies; and other energy market developments in the region and the U.S.
Oxford Institute for Energy Studies (OIES), Seminar on US natural gas
2010 Annual Meeting and Natural Gas Forum presentations (Agenda)
- European Gas, Global Implications
- What is This Stuff Really Worth?
- Water Issues in the Natural Gas Industry
- Air and GHG Emissions
- Marketing Natural Gas 101: The Four P's of Marketing
- Social Issues in Pennsylvania Marcellus Shale Communities
- Renewable Technologies &RPS Programs
- Gas and Renewables: Policies, Integration, and Costs
- The Unintended Consequences of Wind Generation
- European Market Trends: Gas & Renewables
- 10 Market Issues to Ponder
- EIA Markets Initiative
- What Drives Natural Gas Prices
- Observations & Musings on the Short and Long Term U.S. Gas Market
- Shale Gas Plays: Development, Economics, and the Future
2011
SPE/AAPG/SPEE Reserves and Resources Estimation and Reporting Symposium, Economic and Policy Perspectives on U.S. Reserves and Resources
American Gas Association LNG 17, Natural Gas Trends
Flame 2011 Conference in Amsterdam, It was a dark and stormy night...
AAPG 2011, Global Perspectives on LNG
AAPG 2011, Economics of CCS
Baylor University Energy Forum, Energy Poverty and Economics of Energy Technologies
2011 Annual Meeting and Forum presentations (Agenda)
- What keeps me up at night? (Research note)
- Unconventional Energy Research
- STARR Oil and Gas Program Overview
- CEE Upstream Economics and U.S. Gas Markets and Midstream, Issues Overview
- The Surge and Impact of North American Unconventional Gas
- An Irresistible Force and An Immovable Object: The Transition to Hub Pricing in European Long Term Contracts
- Future Gas Supply & Pricing: The Importance of Asian Demand and North American Supply
- Mexico's Oil E&P Trends
- What Keeps me Up at Night
- ERCOT: We Have a Problem Opportunity: Managing the Texas Electricity Market in Times of Uncertainty
- Gas-Power Linkages: Observations from Electricity Market Modeling
- A Short Tale from a Small Windy Island
- Commentary: European Live Issues, Post-recession Demand
- Demand Trends in Europe: Gas and Renewables in Spain; Questions on Denmark/Germany
- The [Energy] Webs We Weave
The [Energy] Webs We Weave (Research note)
Government support for energy technologies and green jobs (Research note)
Think Day on Canadian Oil Sands and Keystone PipeLine with Andrew Stephens, former Executive Vice President, Suncor Energy (Presentation)
2012
Baker Institute Energy Forum Symposium, Factors impacting the oil price
2012 Annual Meeting and Forum presentations (Agenda)
- "What Keeps Me Up at Night"-Year Ahead Brainstorming
- BEG's Study on Shale Gas, Sloan Foundation
- NOC Cost Benchmarks and Global Oil Market Implications
- Midstream, Trading, Money and Other Adventures in Building a Natural Gas Future
- The Great Natural Gas Flow Reversal of 2015. What Goes East Goes West? What Goes North...???
- Industrial Demand for Natural Gas and Liquids
- Midstream/Downstream Developments and National/Regional Economic Impacts and Effects
- The Issues, Questions, and Analysis of Texas Resource Adequacy, CEE Research on Gas-Power Integration
- President's Blue Ribbon Commission on America's Nuclear Future
Monitoring U.S./Global Oil and Gas: Upstream Attainment, Producer Challenges (Research note)
Persistent Puzzles in Commodity Markets: Factors Impacting Oil Price (Research note)
Michelle M. Foss, testimony before the House Committee on Science, Space and Technology, Tapping America's Unconventional Oil Resources for Job Creation and Affordable Domestic Energy
U.S. Gas-Power Linkages: Building Future Views (Research note)
2013
Upstream Attainment Producer Challenges (Research note)
2013 Annual Meeting, North, South, Texas, and the Rest
- North: "O[h] Canada!"
- Texas: "Miles and Miles..."
- The Rest: "Global Energy Views"
- South: "México Lindo y Querido"
- "Up at Night" Workshop
Mid-Year Review: Building Out the New Oil, Gas, and Power Value Chains (Agenda)
- BEG's Sloan Foundation Study Update and Release
- Observations from IEA-WEO Tight Oil workshop, Paris April 30
- Midstream Attainment, Operator Challenges, Market Implications
- Gas use in power: New results from research on resource adequacy in Texas and other power sector issues
Monitoring U.S./Global Oil and Gas: National Oil Company Upstream Cost Structure and Implications of Lower Oil Prices (Research note)
A Primer on The Resource Adequacy Debate in Texas (Research note)
2014
2014 Annual Meeting, Paradigms Lost? (Handouts)
- Overview of CEE briefing book for meeting and introductions
- Asia Pacific: National Graduate Institute for Policy Studies, Japan
- Asia Pacific: Jenson Associates
- Europe: French Consulate General
- Russia: Oxford Institute for Energy Studies
- North America: University of Calgary/CEE Global Advisor
- North America: Analítica Energética
- Supply/Delivery Implications: Galway Group
Midstream & Long Term Impacts of Price Spikes
2015
2015 Annual Meeting, Let's Make a Deal (Agenda)
- Welcome, Chief Energy Economist and Program Manager
- Big Moving Parts – Do Accidents "Happen"? , Zeihan on Geopolitics
- Upstream Part 1 – Unconventionally Conventional, Schlumberger/Doll - The Technology "white space"
- Big Ticket Projects – Special Economics, Special Regions and Very Special Frameworks
A Comparative Anatomy of Oil Price Routs: A Review of Four Price Routs Between 1985 and 2014 (Paper)
2015 Update to CEE's Research on National Oil Companies (NOCs)
Outlooks on Industrial Sector Demand for Natural Gas
Challenges Facing Growth in Light Tight Oil (LTO) Production
Monitoring U.S./Global Oil and Gas: Upstream Attainment, Producer Challenges, Part Deux
Update to CEE's Research on National Oil Companies (NOCs)
Monitoring U.S./Global Oil and Gas: Upstream Attainment, Producer Challenges
2016
2016 Annual Meeting, Backward Through the Value Chain (Agenda)
- Welcome, Chief Energy Economist and Program Manager, BEG/CEE
- A Conversational Tour Through the Value Chains, US Energy Market Segment Leader, Houston Office Managing Partner, Ernst & Young
- Electric Power Issues, Part 1 - "Ch-ch-ch-ch-Changes"
- Power Market, Regulation, and Utility Scale Solar, Director, Regulator and Public Affairs, First Solar
- Value of Energy Storage, Storage Principal Consultant, Fractal Energy
- The Dawn of Der, Enovation Partners
- Nuclear Retirements, BEG
- Making Fossil Fuels Great Again, President, JKM Consulting
- Politics Schmolitics: NIMTO and "Reagan's Law of Diminishing Returns"
- The Law of Diminishing Returns, President, EPRINC
- Electric Power Issues, Part 2 - What Future for Competitive Markets?
- Future of Competitive Markets, President, E-Cubed PolicyAssociates, LLC (former Chief Economist, PJM)
- Electric Power Issues, Principal Advisor, Policy Studies, MISO
- Markets in Transition, Director, Market & Regulatory Affairs New York, NRG Energy
- Presentation & Discussion: State of Play - Mexico
- Ronda 1 –Licitación 4, Marcos & Asociados
- Very Special Frameworks - Social Impact
- Energy Projects & First Nations in Canada: Rights, duties, engagement and accommodation, President, KIMACAL Energy Strategies Ltd, Executive Fellow School of Public Policy, University of Calgary, CEE Global Advisor
- Gas (and Oil) Upstream Realizations and Outlooks
- Outlooks, Bernstein Research
- The Light at the End of the Tunnel or Musings on Producer Sustainability, Vice President-Business Development, Three Rivers Operating Company (3ROC)
- Mineral Resources of Texas–Historical Perspective, Future Potential, BEG Research Scientist Associate
- Back to the Future: Toyota's Transition
- What the Future Holds for Automotive Powertrains, Director, Energy & Environmental Research, Product Regulatory Affairs, Toyota Motor North America
Electric Vehicle Diffusion and Raw Materials Supply Chains
Competitive Retail Electricity Market: Up Close in Connecticut
LNG Supply Outlook 2016 to 2030 (Full paper) (Executive Summary)
Outlooks on Natural Gas for Use in Power Generation
Battery Materials Value Chains
2016 Mid-Year Meeting, Are "We" Asking Too Much of Electricity Markets?
- Conflicting objectives and policies creating a wide range of potentially very large uncertainties
- Energy Webs
- Impact of rapid expansion of renewables capacity
- Impact of Nuclear retirements
- Musings on Why Retail Electricity Prices Diverge from Wholesale Prices
- Minerals Supply Chains for Battery Storage
Retail Electricity Prices on the Rise
Nuclear Energy Roundtable (Summary)
- Theme 1: Challenges and Opportunities for U.S. Nuclear Energy
- Developing Nuclear New-Build Power Projects, CEO Nuclear Innovation
- Challenges and Opportunities for U.S. Nuclear Energy, Tudor Pickering Holt & Co
- Theme 2: Interaction of Nuclear with Other Energy Sources – International Developments
- Nuclear in Japan after Fukushima, GRIPS
- Self Trust, A Major Challenge for Nuclear Regulators, CNSNS Mexico
- Theme 3: Technology Solutions and Risk Management
- Technology Solutions and Risk Management, UT Austin Department of Mechanical Engineering
- NuScale Diverse Energy Platform, NuScale
2017
Eyes on Cobalt (snapshot)
2017 Annual Meeting, Risk and Uncertainty, a Return to Eeek!onomics
- RISK, Uncertainty and Outlooks – Just Because We Believe It, Ain't It So??????
- Update on Tax Reform & What it might mean for Energy, Ernst & Young
- IHSM N Am Gas and Power Scenarios: Boundaries of the Feasible, IHS-Markit, CEE Advisors
- RISK, Uncertainty and Many More ELECTRIFYING Adventures
- How can we guarantee sufficient revenues to generators with cheap natural gas & vicious circle of subsidies?, BEG Facilitators
- A Retail Perspective on Wholesale Power, Life Energy
- 15 Years of Surprise and Uncertainty: The Texas Electricity Restructuring Story, Center for Houston's Future
- The Financial Uncertainty of Creating and Destroying RISK
- Energy Investing, Haddington Ventures
- Compressed Air Energy Storage, Kinder Morgan
- RISK and Uncertainty in Global Gas/LNG
- RISK and Uncertainty in U.S. Gas
- RISK and Uncertainty in U.S. Gas, Michelle Michot Foss, BEG
- Risk and Uncertainty in U.S. Gas, Who Cares and Why?, LD Consulting, CEE Advisors
- RISK and Uncertainty in U.S. Gas, Svetlana Ikonnikova, BEG
- I Just Want to Be Alone (or let alone, or left alone……)
- The Government Relations Perspective, Government Affairs Advisor
Current and Future Natural Gas Demand in China and India: Not What You Might Expect
U.S. Coal Plant Retirements: The Calm Before the Storm?
2017 Mid-Year Meeting, State v. Federal Energy Policies, Technical Evolution, Minerals, Supply Chains, Impacts on Consumer Prices, Capital Markets (Slides)
- Natural Gas Deliverability: At what price? For how long? Where?
- Midstream: Update on CEE Midstream Research
- Natural Gas Demand
- Power: Uncertainties (coal, nuclear, other) & CEE scenarios
- Global gas demand uncertainties: China & India
- Understanding cost of electricity
- Economics of minerals resources
- Frac sand quality - Texas resources vs. Northern White sand
- Lithium prospects and implications for batteries: Texas' produced water & Global mining
Competitive Electricity Markets: What Future?
U.S. Nuclear Power Reactors: At a Crossroads
North American FracSand Consumption Will Grow with Drastic Shift in End Users
2018
Various Topics
Capacity Building on Energy Markets, Worldwide Projects
Electric Power
- Competitive Electricity Market Designs Vary and Evolve but Face Growing Challenges, South Korea
- Real-time pricing
- Efficacy of regulators
- Guide to Electric Power in Texas
- Guide to Electric Power in Mexico [English] [Spanish]
- CEE evaluated the performance of the renewable portfolio standards (RPS) program in Texas for the State Energy Conservation Office
- Achieving a higher reserve margin in the future
- Retail electricity price
- Comparison of various state and proposed federal programs
- The economics of the CO2-EOR value chain
Global Gas and LNG
- Introduction to LNG
- LNG Safety and Security
- The Role of LNG in North American Natural Gas Supply and Demand
- Offshore LNG Receiving Terminals
- Interstate Natural Gas: Quality Specifications and Interchangeability
- Natural Gas Interchangeability and Non-Combustion End Use
- Liquid Hydrocarbon Drop Out in Natural Gas Infrastructure
- Current and Future Natural Gas Demand in China and India (April 2017) (Full Report) (Executive Summary)
- LNG Marine Fuel Applications (November 2016) (Research Note)
- LNG Supply Outlook 2016 to 2030 by Andy Flower (August 2016) (Full Report) (Executive Summary and Commentary)
- IAEE Energy Forum: Is U.S. LNG Competitive? by Michelle Michot Foss, Gürcan Gülen (April 2016) (Full Paper)
MarketViews Newsletters
Producer Finance Data Sheets (spreadsheets)
- CEE Upstream Matrix, calculations on full-cycle costs, cash costs breakdowns, and more
- CEE Upstream Waterfalls, cash flow waterfall calculations for the same group of companies
Industrial Projects Database (spreadsheet)
- Projects database to assess incremental gas and NGL demand
Published Research Articles
- Natural Gas Use in Electricity Generation in the United States: Outlooks to 2030 - Electricity Journal
- Scenarios of Resource Adequacy in ERCOT - Electricity Journal
- The Impacts of Raising the Price Cap in ERCOT - Electricity Journal
Upstream Attainment, National Oil Companies
- Commercial Frameworks for National Oil Companies
- Part A - Technical Report
- Part B - Data Directory
- 2008 research note
- Fiscal Reforms Needed by Host Governments of NOCs (March 2015)
- Full Cycle Costs for NOCs (October 2015)
- NOC Upstream Cost Structures and Implications of Lower Oil Prices (January 2013)
