Coal – Up, Down, and Sideways
Tuesday, March 5, 2019
7:30 am -11:00 am ACC Board of Directors Meeting
12:00 pm - 5:00 pm ACC Golf Tournament | Business Networking Time
5:30 pm - 7:00 pm Spring Coal Forum Welcoming Reception
Wednesday, March 6, 2019
7:15 am - 8:15 am Networking Breakfast
8:30 am - 8:45 am Welcome, Antitrust Reminder, and Conference Overview
Scott Spears, Chief Executive Officer, Jesse Creek Mining, LLC and President, American Coal Council
Betsy Monseu, CEO, American Coal Council
8:45 am - 9:30 am Keynote Speaker - to be announced onsite!
9:30 am – 10:00 am Break
10:00 am - 11:30 am Session I: Policy & Regulation
- Bomb Cyclone Implications for Ensuring Grid Resilience: DOE’s National Energy Technology Laboratory (NETL) produced two important reports in the aftermath of the winter 2018 Bomb Cyclone weather event, one issued in March and the second in November. What is the impact of this case study in grid resilience? What are the implications of these NETL reports in terms of preserving coal generation?
Peter Balash, Ph.D., Senior Economist, U.S. Department of Energy – NETL
- Can Renewables Replace Coal in Texas? recent news articles have suggested that renewables can "easily" replace coal generation in ERCOT. Wood Mackenzie assessed the difficulties that such a proposition would face.
Matt Preston, Research Director – North America Thermal Coal Markets, Wood Mackenzie
- Examining the Environmental, Social, Governance (ESG) Issue: how should coal and fossil fuel companies approach their reporting obligations regarding ESG? What’s appropriate for framing ESG for investors, and protecting the social license to operate? What are the implications of cases in California, New York and elsewhere?
Leonard Marsico, Partner and Coal Team Leader, McGuireWoods LLP
11:45 am-12:45 pm Networking Lunch & Golf Awards
1:00 pm -3:00 pm Session II: Technology and More
- Mining Technology Today and Tomorrow: mining technology continues to advance, with benefits for operators that flow through to customers. How has technology improved for surface and underground mining? How is it expected to change in coming years with increased automation and better ability to capture and use data to reduce downtime and create efficiencies in mining?
Todd Parks, Commercial Director – U.S. East, Komatsu Mining Corporation
- Technology for the Times at Power Plants: discussion of technology from drones to apps that are increasingly being utilized to enhance monitoring, operations, and safety at power plants with the added benefit that these technology applications are well-suited to the way millennials learn and work.
Bob Taylor, Consultant; Secretary, Board of Directors, PRB Coal Users’ Group
- Gas and Power Dynamics: outlooks for domestic gas, LNG, exports, pipeline infrastructure, and more including a look at how natural gas fared during the Polar Vortex 2019 compared with compared with the Bomb Cyclone 2018.
Matthew Hong, Director of Research, Power & Gas, Morningstar
- Renewable Energy Development and Implications for Coal: a project by the 2018 ACC Tomorrow’s Leadership Council
Amanda Rice, 2018 Participant, ACC Tomorrow’s Leadership Council
5:00 pm -5:45 pm Board Reception for New & Prospective Members (by invitation)
5:30 pm - 7:00 pm Spring Coal Forum Reception
Thursday, March 7, 2019
8:00 am - 8:45 am ACC Annual Membership Meeting
8:00 am - 9:00 am Networking Breakfast
9:15 am - 10:00 am Special Guest Speaker
Kevin Book, Managing Director,
Clearview Energy Partners LLC
Kevin Book will address the intersection of energy and trade policy, politics, and business: with the midterms over and a divided Congress seated, how will the Administration’s policy priorities on energy and trade be impacted?
10:00 am -11:30 am Session III:Markets and More
- International Market Influences on Domestic Markets: this will be a basin-by-basin look at how international markets and U.S. exports are affecting domestic pricing and supply availability, and coal’s competitive position in the domestic power sector.
Joe Aldina, Director, U.S. Coal Analytics, S & P Global Platts
- Coal Worldview: Xcoal’s “boots on the ground” presence around the world facilitates an informed perspective on the marketplace, and this presentation will address global and U.S. coal supply-demand conditions with an emphasis on metallurgical coal, trade policy implications, and the outlook for global economies – including the countries that matter most for U.S. met and thermal exports.
Ted O’Brien, Capital Markets & Marketing, Xcoal Energy & Resources
- Electricity Market Structures – Why the Need for Change?: with all of the discussions about financial support for coal plants or electricity market structure changes to compensate plants for resilience attributes, what is the cost of NOT providing such support or making such changes? EVA assessed that for PJM and it has important implications for other competitive market regions and traditional regulated markets.
Seth Schwartz, President, Energy Ventures Analysis, Inc.
11:30 am Conference Adjourns