Tuesday, March 3, 2020
7:30 am -11:00 am ACC Board of Directors Meeting
12:00 pm - 5:00 pm ACC Golf Tournament | Business Networking Time
1:00 pm – 4:00 pm Tomorrow’s Leadership Council Development Seminar (TLC only)
Dr. Kimberly Davis, Top Performance Leadership Group, LLC
5:30 pm - 7:00 pm Spring Coal Forum Welcoming Reception
7:30 am - 9:30 pm Tomorrow’s Leadership Council Dinner (TLC members & Guests only)
Wednesday, March 4, 2020
7:30 am - 8:30 am Networking Breakfast
8:30 am - 8:45 am Welcome, Antitrust Reminder, and Conference Overview
- Kimberly Chilcote, Fuel Buyer Staff, American Electric Power and President, American Coal Council
- Betsy Monseu, CEO, American Coal Council
8:45 am - 9:30 am Keynote Speaker
Chief Executive Officer
Navajo Transitional Energy Company
Clark Moseley has been with the Navajo Transitional Energy Company, or NTEC, since December 2014. He has more than 44 years of coal mining experience.
Before joining NTEC, Mr. Moseley was the CEO of Morrow Pacific Project, a proposed coal export facility in Oregon. He has also served as President of Emeco Equipment USA LLC, Senior Vice President of Business Development and Engineering with The North American Coal Corp., and other engineering and operating roles in the Western U.S.
From the basis of his extensive coal industry experience, Mr. Moseley will discuss NTEC, the transformational transaction in which NTEC acquired the mines of Cloud Peak Energy in 2019, and a vision for the future.
9:30 am – 10:00 am Break
10:00 am - 11:30 am Session I – Policy Perspectives
- Global Energy Institute Energy and Environmental Policy Outlook: perspective of U.S. Chamber of Commerce and its members on the energy-environment balance – including on Environmental Social Governance pressure, climate change and carbon pricing; changing power sector resource mix and heavier reliance on natural gas and renewables, and appropriateness of use of renewable energy credits/carbon offsets. View on U.S. actions to lower CO2 further in the context of other countries with accelerating CO2 emissions.
Dan Byers, Vice President, Policy, Global Energy Institute, U.S. Chamber of Commerce
- Bipartisan Solutions for CO2 Emissions Reduction: this presentation will address ways to further the reduction of CO2 – innovation and technology aspects, policy and legislative progress and prospects, and political opportunities and barriers. Are there promising developments that will matter for coal?
Luke Bolar, Managing Director – External Affiars, ClearPath
- The Changing Policy Landscape and Influence of 2020 Elections: this presentation will address the changing energy/climate policy landscape and tie in the implications of the 2020 Presidential election and key Congressional races important to coal.
Jonathan Wood, President, EnergyBlue Project
11:45 am-12:45 pm Networking Lunch & Golf Awards
1:00 pm -3:00 pm Session II – Markets Matters
- Cement Industry Outlook: discussion of historical and forecasted markets and fuel supply breakdown, impacts of lower volume of U.S. coal power plant by-product availability, environmental stewardship, sustainability, and CO2 emissions reduction perspective
Christian Dueweke, Regional Category Manager - Fuels, LafargeHolcim US Inc.
- Metallurgical Coal and Steel Sector Outlook: global metallurgical coal and supply-demand-price outlook, steel outlook for key countries, trade and tariff factors with a focus on China, status of global economies and 2020 outlook, U.S. metallurgical coal producers’ response and prospects, domestic metallurgical coal markets trends and new steel technologies and impact on coal trade outlook
Jim Truman, Research Director, Global Metallurgical Coal Markets, Wood Mackenzie
- Key Global LNG Markets and Implications for Coal growing global availability of LNG, near and mid-term demand in key Asia-Pacific and Atlantic markets, and the competitive impacts for thermal coal demand will be examined to provide a perspective on the implications for U.S. thermal coal markets
Hayden Atkins, Coal Consultant, Argus Media
- FERC’s MOPR Directive to PJM and Coal Generation Impacts: what is the Minimum Offer Price Rule (MOPR)? Will it help PJM coal units run more, and if so what is the potential? Will it distort the marketplace or raise consumer electricity prices as opponents claim? Are MOPRs in other RTOs/ISOs likely?
Michelle Bloodworth, President and CEO, America’s Power
3:15 pm - 4:00 pm ACC Annual Membership Meeting
5:00 pm -5:45 pm Board Reception for New & Prospective Members (by invitation)
5:30 pm - 7:00 pm Spring Coal Forum Closing Reception
Thursday, March 5, 2020
7:30 am - 8:30 am Networking Breakfast
8:30 am - 9:15 am Special Guest Speaker
Director, Miami Branch Research Team
Federal Reserve Bank of Atlanta
Marycela Diaz Unzalu will discuss the Federal Reserve Bank’s outlook for the United States and other key global economies and regions including China, India, and Southeast Asia
9:15 am – 9:30 am Break
9:30 am -11:30 am Session III - Economic Trends and Other Outlooks
- EPA Regulatory Update: with EPA’s coal-related rulemaking activity proceeding at a brisk pace, this presentation will focus on EPA coal-related regulatory changes anticipated in 2020, including coal combustion residuals, Clean Water Act section 401 water quality certification, and effluent limitation guidelines, among others. The status of litigation efforts opposing the agency’s recent proposed and final rules in these areas will also be addressed.
Karen Bennett, Partner, Lewis Brisbois
- DOE Looks to 2020 and Beyond for Coal: addressing the progress on DOE’s “Coal First” initiative for the coal plant of the future, nontraditional uses of coal and the carbon in it for “coal-to-products” applications, and other DOE activities and assessments of the existing coal fleet and today’s operating characteristics
Raj Gaikwad, Ph.D., Senior Program Manager, Office of Fossil Energy, U.S. Department of Energy
- State-level Regulatory Outlook and Trends: state-level assessment of capital expenditures, rate case activity, state-level renewables initiatives, renewable capacity buildout and plans for offshore wind and battery storage, stranded cost issues, coal retirements, retail competition, and M&A trends.
Lillian Federico, Research Director, RRA, S&P Global Market Intelligence
- Implications of the Rush to Natural Gas: with natural gas touted as a go-to resource for bridging to a ‘clean energy’ future, what’s the cost of the buildout of the gas fleet across the U.S., and who will pay? Will gas plants become stranded resources in the future?
Rick Martin, Senior Editor, Power Generation, S&P Global Market Intelligence
11:30 am Conference Adjourns