The document discusses TransCanada's oil pipeline projects including Keystone, Bakken Marketlink, and Cushing Marketlink. Keystone would transport Canadian crude oil to the Gulf Coast, while Bakken Marketlink and Cushing Marketlink would connect growing US production in North Dakota and at Cushing to markets. The projects bring energy security and economic benefits to North America through increased pipeline capacity and market access for Canadian and US oil supplies. TransCanada expects to receive approval for Keystone XL in late 2011 and for the projects to be operational by 2013.
Pembina Pipeline Corporation (NYSE: PBA) was recently added to the investment portfolio of the UCD Student Managed Fund (SMF).
Our investment team believes PBA is well positioned for strong medium to long-term growth rates. Our pitchbook provides a comprehensive overview of why we decided to allocate funding to this particular stock.
Uncertainty is Clouding the Energy Trading OutlookCTRM Center
As the United States continues to rapidly grow its production of oil and gas from shale, and Canada increases production from its oil-rich tar sands, these new volumes are helping to support world oil markets as crude production outside the US declines due to increasing conflict in the Middle East and North Africa. Should these conflicts widen, the global markets will be increasingly volatile as supply disruptions outpace the growth in North American production.
Though US natural gas production has not yet impacted the global market space via LNG exports, there is no doubt that those exports will happen. While the impact on US prices is unclear at this time, these exports will be yet another variable with which to content in a US market already unsettled by increasing regulations that will, by design, reshape the US energy mix.
Dealing with this uncertainty will require increasing market vigilance, with a constant view on both the near and longterm energy outlook, and supported by a commodity trading and risk management solution that facilitates analytics, market visibility and regulatory compliance, such as Eka Energy.
Pembina Pipeline Corporation (NYSE: PBA) was recently added to the investment portfolio of the UCD Student Managed Fund (SMF).
Our investment team believes PBA is well positioned for strong medium to long-term growth rates. Our pitchbook provides a comprehensive overview of why we decided to allocate funding to this particular stock.
Uncertainty is Clouding the Energy Trading OutlookCTRM Center
As the United States continues to rapidly grow its production of oil and gas from shale, and Canada increases production from its oil-rich tar sands, these new volumes are helping to support world oil markets as crude production outside the US declines due to increasing conflict in the Middle East and North Africa. Should these conflicts widen, the global markets will be increasingly volatile as supply disruptions outpace the growth in North American production.
Though US natural gas production has not yet impacted the global market space via LNG exports, there is no doubt that those exports will happen. While the impact on US prices is unclear at this time, these exports will be yet another variable with which to content in a US market already unsettled by increasing regulations that will, by design, reshape the US energy mix.
Dealing with this uncertainty will require increasing market vigilance, with a constant view on both the near and longterm energy outlook, and supported by a commodity trading and risk management solution that facilitates analytics, market visibility and regulatory compliance, such as Eka Energy.
PLG Consulting "Crude By Rail Report" at RailtrendsPLG Consulting
On November 21, 2013, CEO Graham Brisben presented at Railtrends Conference in New York, NY. Graham’s presentation, entitled “Crude By Rail Report,” is a consolidated version of PLG’s well-known Energy Logistics presentation with an emphasis on the following topics:
• Shale oil and oil sands impacts on crude by rail, new rail terminals, and new pipelines
• Lac Megantic’s effect on crude by rail and the tank car market
• Future crude oil logistics and trading patterns
If you have specific questions on energy related logistics or need strategic advice on the fast changing shale oil and gas industry, contact Graham at gbrisben@plgconsulting.com.
The Prize and Pitfalls of the Global LNG Business - Betsey SpomerEnergy Intelligence
Oil & Money 2015
Chair: David Kirsch - Managing Director, Research & Advisory Energy Intelligence
Panel: Frédéric Barnaud - Executive Director, Global LNG, Oil & Shipping Gazprom Marketing and Trading
Roger Bounds - Global Head of LNG Royal Dutch Shell
Offshore wind industry is being used by a number of countries to harness the energy of strong, consistent winds that are found over the oceans. In the United States, abundant offshore wind resources have the potential to supply immense quantities of renewable energy to major U.S. coastal cities. The US has an attractive potential of ~10 GW by 2020, driven from sites in the Atlantic Ocean, and ~54 GW by 2030, at which time the Pacific Coast and the Great Lakes are expected to be developed.
At present, no new project is commissioned in the US and of the current ~6.9 GW in the US pipeline, only ~1.4 GW is expected to be commissioned by 2020 due to long consent periods and an undeveloped supply chain, indicating a gap of 8.6 GW to DoE ambition in 2020. Immature supply chain, approval delays and low cost competitiveness are key factors for slow development, however, expected return of PTC is an upside.
This report offers insights on US offshore wind industry analysing its current position, upfront challenges and future expectations. Considering the great potential, global contractors and financial investors are expected to enter the US offshore wind industry as they can utilize experiences gained in Europe. Incumbents as well as new entrants are developing projects in partnership with other members of the supply chain in order to gain experience and reduce risks. This report also presents a thorough evaluation of the key players in the industry and developments for wind energy project realisation in the US.
“Envision, create, and believe in your own universe, and the universe will form around you.” ~ Tony Hsieh
“The people who are crazy enough to think they can change the world are the ones who do.” ~ Steve Jobs
“To win big, you sometimes have to take big risk.” ~ Bill Gates
Tom Kaiserski, Program Manager, Energy Promotion and Development Division, Montana
Department of Commerce
Northern Task Force Meeting on April 2, 2012, Billings, MT
Our group presentation and topic discussion is titled "The US Strategic Petroleum Reserve and its Implications on the Domestic and Global Oil Market." Our team members include Matthew Yorkinski, Shih-hsu Hsu, and Jaime Sigaran (myself).
Our topic discussion will involve four parts:
Part One will serve as a formal introduction to the SPR program in the United States as well as look at the basic structure government policies and relevant laws--from historical beginning to where we are now.
Part Two will discuss economic factors such as supply and demand of crude oil. Furthermore, we will discuss market trends, such as technology and address scarcity issues.
Part Three will encourage a environmental dialogue. Here we discuss how underground salt domes interact with geological shifts and the natural environment.
Part Four will serve as our conclusion. We will discuss our final thoughts about the program and make suggests to improve or change the current framework.
This presentation covers factors that caused the petroleum industry to decline during the 1980s, and then leading to the recovery beginning in 2008 through some possible future development trajectories.
2019 Election| LNG| Natural Resources| Canada| August 2019paul young cpa, cga
Canada is one of the top exporters of Natural Gas
Canada lacks the LNG capacity to expand LNG exports
United States continues to expand its export market for its LNG - https://www.forbes.com/sites/judeclemente/2018/08/05/despite-trade-war-u-s-natural-gas-exports-booming-to-record-highs/#173faff614ea
Canada regulatory process will get messier if bill C-69 becomes law - https://www.bnnbloomberg.ca/video/what-bill-c-69-means-for-industry~1483271
Intel® Xeon® Processor E5-2600 v3 Product Family Application Showcase - Fin...Intel IT Center
This Intel® Xeon® Processor E5-2600 v3 Product Family Application Showcase focuses on Financial Services software companies who have seen preformance increases with Intel products.
PLG Consulting "Crude By Rail Report" at RailtrendsPLG Consulting
On November 21, 2013, CEO Graham Brisben presented at Railtrends Conference in New York, NY. Graham’s presentation, entitled “Crude By Rail Report,” is a consolidated version of PLG’s well-known Energy Logistics presentation with an emphasis on the following topics:
• Shale oil and oil sands impacts on crude by rail, new rail terminals, and new pipelines
• Lac Megantic’s effect on crude by rail and the tank car market
• Future crude oil logistics and trading patterns
If you have specific questions on energy related logistics or need strategic advice on the fast changing shale oil and gas industry, contact Graham at gbrisben@plgconsulting.com.
The Prize and Pitfalls of the Global LNG Business - Betsey SpomerEnergy Intelligence
Oil & Money 2015
Chair: David Kirsch - Managing Director, Research & Advisory Energy Intelligence
Panel: Frédéric Barnaud - Executive Director, Global LNG, Oil & Shipping Gazprom Marketing and Trading
Roger Bounds - Global Head of LNG Royal Dutch Shell
Offshore wind industry is being used by a number of countries to harness the energy of strong, consistent winds that are found over the oceans. In the United States, abundant offshore wind resources have the potential to supply immense quantities of renewable energy to major U.S. coastal cities. The US has an attractive potential of ~10 GW by 2020, driven from sites in the Atlantic Ocean, and ~54 GW by 2030, at which time the Pacific Coast and the Great Lakes are expected to be developed.
At present, no new project is commissioned in the US and of the current ~6.9 GW in the US pipeline, only ~1.4 GW is expected to be commissioned by 2020 due to long consent periods and an undeveloped supply chain, indicating a gap of 8.6 GW to DoE ambition in 2020. Immature supply chain, approval delays and low cost competitiveness are key factors for slow development, however, expected return of PTC is an upside.
This report offers insights on US offshore wind industry analysing its current position, upfront challenges and future expectations. Considering the great potential, global contractors and financial investors are expected to enter the US offshore wind industry as they can utilize experiences gained in Europe. Incumbents as well as new entrants are developing projects in partnership with other members of the supply chain in order to gain experience and reduce risks. This report also presents a thorough evaluation of the key players in the industry and developments for wind energy project realisation in the US.
“Envision, create, and believe in your own universe, and the universe will form around you.” ~ Tony Hsieh
“The people who are crazy enough to think they can change the world are the ones who do.” ~ Steve Jobs
“To win big, you sometimes have to take big risk.” ~ Bill Gates
Tom Kaiserski, Program Manager, Energy Promotion and Development Division, Montana
Department of Commerce
Northern Task Force Meeting on April 2, 2012, Billings, MT
Our group presentation and topic discussion is titled "The US Strategic Petroleum Reserve and its Implications on the Domestic and Global Oil Market." Our team members include Matthew Yorkinski, Shih-hsu Hsu, and Jaime Sigaran (myself).
Our topic discussion will involve four parts:
Part One will serve as a formal introduction to the SPR program in the United States as well as look at the basic structure government policies and relevant laws--from historical beginning to where we are now.
Part Two will discuss economic factors such as supply and demand of crude oil. Furthermore, we will discuss market trends, such as technology and address scarcity issues.
Part Three will encourage a environmental dialogue. Here we discuss how underground salt domes interact with geological shifts and the natural environment.
Part Four will serve as our conclusion. We will discuss our final thoughts about the program and make suggests to improve or change the current framework.
This presentation covers factors that caused the petroleum industry to decline during the 1980s, and then leading to the recovery beginning in 2008 through some possible future development trajectories.
2019 Election| LNG| Natural Resources| Canada| August 2019paul young cpa, cga
Canada is one of the top exporters of Natural Gas
Canada lacks the LNG capacity to expand LNG exports
United States continues to expand its export market for its LNG - https://www.forbes.com/sites/judeclemente/2018/08/05/despite-trade-war-u-s-natural-gas-exports-booming-to-record-highs/#173faff614ea
Canada regulatory process will get messier if bill C-69 becomes law - https://www.bnnbloomberg.ca/video/what-bill-c-69-means-for-industry~1483271
Intel® Xeon® Processor E5-2600 v3 Product Family Application Showcase - Fin...Intel IT Center
This Intel® Xeon® Processor E5-2600 v3 Product Family Application Showcase focuses on Financial Services software companies who have seen preformance increases with Intel products.
The GLOBE Awards have since 2002 recognized the commitment to sustainability of extraordinary Canadian companies.
The 2013 GLOBE Awards winners were announced on Wednesday, February 6 in conjunction with the second annual An Inspired Future event at the Sheraton Centre Toronto Hotel.
2013 GLOBE Awards Winners:
The Award for Corporate Environmental Excellence Landmark Group
The Award for Excellence in Emerging Technology Diacarbon Energy Inc.
The Award for Technology Innovation & Application Cascadia Windows
The Award for Excellence in Urban Sustainability
Société de développement Angus
The Award for Best Green Consumer Product
Prairie Pulp & Paper Inc.
Wendy Clark, SVP, Integrated Marketing Communications and Capabilities for the Coca-Cola Company, gave this presentation at McKinsey's Chief Marketing & Sales Officer event in November, 2012. Wendy explained how Coke's marketing is liquid (easy to spread) and linked (connected to its core values and messages). To be successful today, companies need to dedicated resources to develop new ideas and businesses. At Coke, 70% of spend funds current proven programs, 20% to new and promising trends, and 10% to test completely new ideas. The latest McKinsey customer experience insights: http://mckinseyonmarketingandsales.com/topics/customer-experience
Big Data and advanced analytics are critical topics for executives today. But many still aren't sure how to turn that promise into value. This presentation provides an overview of 16 examples and use cases that lay out the different ways companies have approached the issue and found value: everything from pricing flexibility to customer preference management to credit risk analysis to fraud protection and discount targeting. For the latest on Big Data & Advanced Analytics: http://mckinseyonmarketingandsales.com/topics/big-data
McKinsey Global Institute's latest report shows how soaring flows of data and information now generate more economic value than the global goods trade. Here are the key charts and graphs that tell the story. For the full report, visit http://bit.ly/digiflows.
July 2016 Energy Equipment & Services: Industry Insights & HappeningsCapstone Headwaters
The latest issue of our monthly Energy Equipment & Services Report, highlighting trends in M&A, financing and capital markets for private and public companies in the energy market, is now available.
Since inception, Dejour has consistently seized the advantage of our management team's talent to identify premium assets at optimal timing, and then to monetize those assets for our shareholders.
Each quarter the Ohio law firm of Benesch Friedlander Coplan & Aronoff LLP produces an Ohio shale update. This is the newest edition, covering second quarter 2014.
The Gulf oil spill and drilling moratorium has forced a shift within the energy industry from offshore to onshore. This presentation discusses this trend and profile the prolific Bakken play in the U.S. and some observations of the markets and the oil services sector.
Presentation by Joe Kiely, Vice President of Operations at Ports-to-Plains Alliance at Northern Ports-to-Plains Work Group Meeting in Wainwright, AB on June 21, 2013
Energy Development Impact on Transportation Infrastructure presented by TxDOT at Ports-to-Plains Alliance Annual Meeting in Washington DC on April 26, 2013.
Wind Energy's Future and the Impact on U.S. Manufacturing presentation at Ports-to-Plains Alliance Energy Conference in Washington DC on April 26, 2013.
Fuels Policy, Ethanol and RFS Reform Political and Policy Implications on Gas...Ports-To-Plains Blog
Fuels Policy, Ethanol and RFS Reform
Political and Policy Implications on Gasoline Prices.
Presented at Ports-to-Plains Alliance Energy Conference, Washington Dc on April 26, 2013
Dear Governor Heineman:
Thank you for approving the new route for the Keystone XL Pipeline. The project will allow America to gain independence from Middle East and Venezuelan oil by increasing supplies from our loyal, stable and secure ally in Canada. It will also be a major economic development booster for our country and region, not only in the construction of the pipeline, but in further development of Alberta’s oil resources. For every two Canadian jobs created by the oil sands, a third is created in the US. Alberta oil sands development is projected to generate more than $500 billion in US economic impact over the next 25 years.
Letter supporting the Findings of nebraska Department of Environmental Quality for the Keystone XL Pipeline Evaluation by 125 elected officials and community leaders in the Ports-to-Plains region.
Jack Schenendorf, Ports-to-Plains Alliance Transportation Consultant, in Washington will address the following topics:
The 2012 elections, the politics of 113th Congress, and the new leaders handling transportation.
Fiscal cliff: how bad is it and what is likely to happen?
Transportation's fiscal cliff: what are we going to do about it?
MAP-21 implementation and reauthorization in 113th Congress.
Jack Schenendorf’s practice concentrates on transportation and legislation with a particular focus on legislative strategy, legislative procedure, and the federal budget process. For nearly 25 years, Mr. Schenendorf served on the staff of the Committee on Transportation and Infrastructure of the U.S. House of Representatives. He was Chief of Staff from 1995 to 2001.
Jack represents the Ports-to-Plains Alliance in Washington, DC. In addition he has represented Associated General Contractors, American Association of State Highway and Transportation Officials, Association of Equipment Manufactures, United Airlines and others
The international trade data comes from Bureau of Transportation Statistics North American Transborder Freight Data (http://www.bts.gov/programs/international/transborder/TBDR_QA.html). domestic data is from the Freight Analysis Framework by Center for Transportation Analysis in the Oak Ridge National Laboratory under funding from the Federal Highway Administration (http://faf.ornl.gov/fafweb/Extraction2.aspx).
Comments on Interim Guidance on State Freight Plans and State Advisory Commit...Ports-To-Plains Blog
The U.S. Department of Transportation (DOT) requested comments related to the interim guidance on state freight plans and state advisory committees. In response to the Notice, the Ports-to-Plains Alliance respectfully submitted these comments.
Interim Guidance on State Freight Plans and State Freight Advisory CommitteesPorts-To-Plains Blog
DEPARTMENT OF TRANSPORTATION
Office of the Secretary of Transportation
Interim Guidance on State Freight Plans and State Freight Advisory Committees
Federal Register / Vol. 77, No. 199 / Monday, October 15, 2012 / Notices
Statement on TBD Colorado Recommendations on Transportation
Ports-to-Plains Alliance Northern Working Group Strategic Plan October 2012Ports-To-Plains Blog
Members of the Ports-to-Plains Alliance, organizations and individuals from North Dakota, Montana, Alberta and Saskatchewan met in Regina on October 10 and 11, 2012 to develop a northern plan to enhance the Ports-to-Plains Corridor.
2. Forward-Looking Information
This presentation may contain certain information that is forward looking and is subject to important risks and
uncertainties. The words "anticipate", "expect", "believe", "may", "should", "estimate", "project", "outlook",
"forecast" or other similar words are used to identify such forward-looking information. Forward-looking
statements in this document are intended to provide TransCanada security holders and potential investors with
information regarding TransCanada and its subsidiaries, including management’s assessment of TransCanada’s
and its subsidiaries’ future financial and operations plans and outlook. Forward-looking statements in this
document may include, among others, statements regarding the anticipated business prospects, projects and
financial performance of TransCanada and its subsidiaries, expectations or projections about the future, and
strategies and goals for growth and expansion. All forward-looking statements reflect TransCanada’s beliefs and
assumptions based on information available at the time the statements were made. Actual results or events may
differ from those predicted in these forward-looking statements. Factors that could cause actual results or events
to differ materially from current expectations include, among others, the ability of TransCanada to successfully
implement its strategic initiatives and whether such strategic initiatives will yield the expected benefits, the
operating performance of TransCanada’s pipeline and energy assets, the availability and price of energy
commodities, capacity payments, regulatory processes and decisions, changes in environmental and other laws
and regulations, competitive factors in the pipeline and energy sectors, construction and completion of capital
projects, labour, equipment and material costs, access to capital markets, interest and currency exchange rates,
technological developments and economic conditions in North America. By its nature, forward-looking
information is subject to various risks and uncertainties, which could cause TransCanada's actual results and
experience to differ materially from the anticipated results or expectations expressed. Additional information on
these and other factors is available in the reports filed by TransCanada with Canadian securities regulators and
with the U.S. Securities and Exchange Commission (SEC). Readers are cautioned to not place undue reliance on
this forward-looking information, which is given as of the date it is expressed in this presentation or otherwise,
and to not use future-oriented information or financial outlooks for anything other than their intended purpose.
TransCanada undertakes no obligation to update publicly or revise any forward-looking information, whether as a
result of new information, future events or otherwise, except as required by law.
2
3. Our Competitive Position
North America’s Largest
Natural Gas Pipeline Network
• 60,000 km (37,000 mi)
wholly-owned
• 8,800 km (5,500 mi)
partially-owned
• Average volume of 14 Bcf/d
North America’s 3rd Largest
Natural Gas Storage Operator
• 380 Bcf of capacity
Canada’s Largest Private
Sector Power Generator
• 19 power plants, 10,800 MW
Premier North American Oil
Pipeline
• 1.3 million Bbl/d
Enterprise Value ~ $48 billion
3
4. Keystone Oil Pipeline
• Significant new long-term
growth platform
• 1.3 million Bbl/d capacity
• Close to 1 million bbl/d Blend
Bitumen
contracted
• Potential to move 33% ofLight
Upgraded
all
Canadian exports to U.S. Light
Conventional
• Potential to move 250,000
Bbl/d U.S. supply to market
• Brings competition to Canadian
crude oil export pipelines
4
5. Keystone - Phase I & II
Phase I
• Commercial deliveries to
Wood River/Patoka
commenced June 2010
• Nominal capacity of
435,000 Bbl/d
Phase II - Cushing Extension
• Commercial deliveries
commenced February 2011
• Increased nominal capacity to
591,000 Bbl/d
5
6. Keystone
Gulf Coast Expansion
• Hardisty, AB to Port Arthur,
TX
• Delivery capacity of
500,000 Bbl/d
• 380,000 Bbl/d contracted
• Canadian regulatory
approval received Q1 2010
• DOS has announced final
phases of review and
permit is expected in Q4
2011
• Ready to proceed following
U.S. regulatory approval
• 100% line pipe procured
• 90% pump station
materials procured
• Shovel ready project
6
7. Keystone XL U.S. Regulatory Update
• April 2010: Received favorable draft
environmental impact statement (DEIS)
• March 2011: U.S. Department of State
(DOS) announces final stages of review
• DOS expects to reach final decision before
end of 2011
• May 2011: Comment period to close for DOS
supplemental DEIS
• Final Environmental Impact Statement
(FEIS) is anticipated in late summer
• National Interest Determination
• Presidential Permit expected Q4 2011
7
8. Benefits of Keystone Gulf Coast Expansion
• Access for Canadian and American crude oil
• An ongoing, stable and secure source of crude oil for the U.S.
• Significant and ongoing stimulus to U.S. economy*
• $20 billion in economic benefit to the American economy
• 20,000 high-quality, well-paying jobs for American workers
• More than $585 million in contribution in taxes for the states and
communities along the pipeline route
• An additional $5.2 billion in property taxes over the operating life of the
pipeline
• U.S.-based producers with new options to move crude oil to American
refineries
* Source: The Perryman Report - June 2010
8
9. Bakken Marketlink
Bakken Formation
• Fastest growing U.S. crude oil play
• Production expected to increase by
200,000 Bbl/d by 2015
Bakken Marketlink Project
• Receipts of up to 100,000 Bbl/d
• Contracts secured for 65,000 Bbl/d
• Transportation service expected to
commence in 2013
Competitive Advantages
• First direct link to Cushing and USGC
• Close to growing Baker pipeline hub
• Future capacity expansion competitive
and economic
9
10. Proposed Bakken Marketlink Location
P
P op
la
lar
he
rc
ou
F
lle
Be
so uri
Little M is
Pl
l
ain
in s
Proposed
Butte
Marketlink
Facilities
10
11. Benefits of Bakken Marketlink
• Efficient markets for Bakken crude oil
• Bakken crude oil could access more diverse markets such as Cushing and
the Gulf Coast
• Direct access may result in stronger producer netbacks
• Bakken crude oil would no longer be constrained to northern PADD II
markets through incumbent systems
• Keystone Pipeline system is expandable as production grows
• Delivery of growing U.S. crude oil production to U.S. markets
11
12. Cushing Marketlink
Cushing Crude Oil Storage Hub
• Largest in North America with over
47 million barrels of storage
• Existing exit pipeline capacity is
constrained
Cushing Marketlink Project
• Receipts of up to 150,000 Bbl/d
• Open Season secured sufficient
contracts to proceed
• Available contract capacity
• Transportation service expected to
commence in 2013
Competitive Advantages
• Reconnects Cushing with market
• First direct link to USGC
• Future expansion of capacity
competitive and economic
12
13. Summary
• Canada and the Williston Basin
are key sources of supply for
the U.S.
• The Keystone Pipeline System
is a key link between growing
supply of Canadian and U.S.
crude oil and markets
• Bakken Marketlink is
proceeding
• Keystone XL and Bakken
Marketlink provide value to
North American energy security
• Keystone XL and Bakken
Marketlink bring significant
economic benefits to the U.S
• Keystone XL is shovel ready
and is ready to proceed upon
approvals expected in Q4 2011
• Expected in service of 2013 for
Keystone XL and Bakken
Marketlink
13