Mexico Assembly 2020 Full Agenda
The most senior energy club in Mexico: Investing in E&P, Midstream, Power & Renewables will be discussing the following key topics in 2020
New Administrations’ priorities and what it means for private investors
Onshore and Offshore Project development – where are top business opportunities
Renewables and Power investment – expectations vs reality
Who are the new midstream players in the region?
Refining Investment and progress so far
Day 1, April 1st 2020
08:20-9:15 am Morning Coffee and Registration
09:15 Welcome Remarks: Alexandra Ashikhmina, MD, Americas, Energy Council
09:20-10:20 am THE CURRENT GOVERNMENT’S ENERGY PRIORITIES: WHAT IS THE DEVELOPMENT PATH FOR PEMEX and SENER?
The opening government panel will explore AMLO’s top priorities and how the new administration anticipates working with the private sector
- What are the main 3 challenges SENER works on?
- Break down on the plan to increase Mexico’s production
- Collaboration and recent commitment of local suppliers & services
- Strategies to bridge the gap of skills required: H&S, finance, compliance
10:20-11:00am DISRUPTIVE TECHNOLOGIES ACROSS ENERGY: IoT, AI, and AUTOMATION
This digital panel will bring together leading AI services and the operators adopting them to outline the vision of the energy industry in 10-15 years’ time
- How have digital technologies transformed the industry so far?
- What are the man roadblocks for wider adoption?
- Which technologies and systems are the most popular and why?
- How can AI help smaller players who don’t see the need for them?
11:00-11:30 am Networking break & Council Connect Meetings
11:30-12:15 pm WHERE ARE ONSHORE UPSTREAM OPPORTUNITIES NOW?
Onshore opportunities in Mexico broken down by the operators who won blocks in Round 1 and 2
- Project update on challenges and opportunities
- Exploration results and activity update from the operators
- Talent flow: what skills are missing from the market?
- What changes can the regulators make to streamline the processes?
Waren Levy, CEO, Jaguar E&P
Yann Kirsch, COO, Perseus Energy
12:15 – 12:45 pm: KEYNOTE PRESENTATION – UPDATES ON ZAMA
Tim Duncan, President & CEO, Talos Energy
12:45-1:30 pm MOVING TOWARDS PRODUCTION
An update from the most successful operators in Mexico
- Most recent activity, drilling, production and operational updates in Mexico’s offshore
- How do international operators view Mexico on a global scale?
- How do operators navigate the Mexican market since the administration change? What further changes do they anticipate?
- Market access: paths and choices of different players
- What will the operators invest in next as they go into production?
Carlos Morales Gil, Director General, PetroBal
Emeliana Rice-Oxley, VP of Global Exploration, PETRONAS
Pablo Tejera-Cuesta, General Manager: Upstream Development, Mexico, Shell
Enrique Lusso, Director General – Mexico, Pan American Energy LLC
1:30-2:30 pm Lunch & Council Connect Meetings
2:30-3:15 pm HOW DO YOU MANAGE REGULATORY AND SECURITY RISKS IN MEXICO?
Risks are hard to define and measure, and even harder to insure against. Regulatory risk is a concern for a lot of investors and operators in Mexico
- What types of risks cause the most disruption in Mexico?
- How are they currently managed and measured?
- Which regulatory hurdles are considered the most challenging by the financiers?
- What can the industry do to help each other?
Carlos de Regules, Former Director General, ASEA
Vania Laban, VP – Corporate Affairs, ENGIE Mexico
3:15-3:45 pm Networking break & Council Connect Meetings
3:45-4:15pm: HOW TO GROW IN MEXICO – PARTNERSHIP & JV OPPORTUNITIES w/ PEMEX
What are operators’ strategies in Mexico: M&A, farm-out, JV, waiting until further changes? This discussion will analyze opportunities for cooperation and why operators adopt one strategy or the other
- Examples of successful partnerships in Mexico over the last 12 months
- What does a typical partnership in Mexico’s energy sector look like?
4:15-5:00 pm: UPSTREAM & MIDSTREAM FINANCING AND CAPITAL RAISING IN MEXICO – LOCAL, INTERNATIONAL & ALTERNATIVE METHODS
Infrastructure financing opportunities in Mexico are huge and complex, with plenty of local and international players competing in the market
- Comparing energy capital raising environments now vs 12 months ago
- Challenges and opportunities moving forward
- What is the biggest regulatory hurdle today?
Adi Blum, Managing Director, BlackRock
Antonio Borja Charles, Partner-Energy, Galicia Abogados
5:00pm-6:30pm Drinks Reception in La Presidencia and Private Dinners
Day 2, April 2nd 2020
9:30-10:30 am OPPORTUNITIES IN MEXICO´S POWER, RENEWABLES AND INFRASTRUCTURE MARKETS
A strategic discussion matching the government’s plans for the renewables and electricity market with those of the industry
- What changes within CFE affect the industry and how?
- Who are the winners and losers of the current climate?
- Investment criteria: is it changing?
- Who will take advantage of the upcoming infrastructure needs?
- What will the “new energy auctions” look like?
Manuel Rodriguez Arregui, Chief Executive Officer, Ainda Energia y Infraestructura
Carlos Isorna, Vice-President, Macquarie Infrastructure and Real Asset
10:30-11:30 am RECIPE FOR SUCCESS – PPAs in MEXICO
Following auction cancellations by the CFE, PPAs emerged as a major opportunity for power developers and off takers
- What types of PPAs are being signed in Mexico right now?
- What challenges and opportunities do they present to the international market?
- Is the regulatory climate expected to change in regards to PPAs in the next 12-24 months? How?
Paolo Romanacci, Area Manager – Mexico & Central America, Enel Green Power
Katya Somohano, Director, Energy, Deacero
Enrique Giménez Sainz de la Maza, Director, Fisterra Energy
11:30-12:00 pm Networking break & Council Connect Meetings
12:00-12:55 pm STORAGE PROJECTS – GAS, FUELS, & RETAIL MARKETS
The discussion will analyze the progress made since fuel prices liberalization in Mexico
- 12 months in review: what were the fuel market’s expectations vs reality
- How can the industry cooperate?
- What storage projects are planned by the government and private players?
- Review of the terminals and market access opportunities
Moderator: Leonardo Osorio, Executive Director & Head – Natural Resources Project Finance for LatAm, Sumitomo Mitsui Banking Corporation
Tania Ortiz-Mena, CEO, IEnova Infraestructura Energetica
Arturo Vivar, CEO, Monterra Energy
Fernando Pereira, Director, Hidrocarburos del Sureste
Jean Nicolas Lejeune, Director of Energy Commercialization, ENGIE
12:55-1:45 pm INFRASTRUCTURE & LOGISTICS – HOW ARE TRADERS NAVIGATING THE CURRENT CLIMATE & DELIVERING VALUE TO END-USERS?
Project update and appetite for infrastructure and logistics in Mexico
- What is supply/demand forecast across Mexico over the next 5 years?
- What products are being moved and where are the bottlenecks?
- Major scenarios/hurdles/challenges affecting pipeline network
- How do successful operators deal with the challenges?
- Pipeline projects in review
- Expansion plans by the market
Robert Jones, President, TC Energy Mexico
Fernando Tovar, CEO, ENGIE Mexico
1:45-3:00 pm Lunch & Council Connect Meetings
3:00-4:00 pm: CRITERIA FOR PRIVATE EQUITY & DEBT FINANCING FOR POWER & CLEAN ENERGY
- How does the global shift to investing locally and sustainably affect Mexico?
- What new types of financing are becoming popular?
- What are investors’ main concerns in 2020?
Javier Areitio, Director Energy, Actis LLP
Jorge Centeno, Investment Executive, Infrastructure, InfraRed Capital Partners Mexico
4:00pm End of Mexico Assembly and Private Dinners
Executive Director & Head - Natural Resources Project Finance for LatAm Sumitomo Mitsui Banking Corporation