Welcome to the third episode of Alvarez & Marsal's global gas marketing and trading series on The Next Imperative podcast. In this episode, host Geoff Angulo is joined by LNG thought leaders John Corrigan and Alberto Corvo, Managing Directors at Alvarez & Marsal, to discuss the operational risks associated with global LNG trade.

As North American natural gas producers look to increase revenues through marketing and trading LNG on the international stage, they face new operational challenges. The conversation explores the entire LNG value chain, from liquefaction to shipping logistics, and examines how companies can effectively manage risks in the global market.

The experts provide insights on navigating maritime issues, quantifying risk, managing currency exposures, and developing effective trading strategies. They emphasize the importance of learning from industry veterans and building the right capabilities to succeed in international markets.

Tune in to hear valuable perspectives on operational risk management in the growing LNG trading space and the key considerations for companies expanding beyond domestic markets. To learn more about Alvarez & Marsal, click here: https://www.alvarezandmarsal.com/\

Welcome to another episode from Alvarez & Marsal! Host Geoff Angulo, Senior Director at Alvarez & Marsal, sits down with LNG industry experts Alberto Corvo and John Corrigan to explore the complexities and risks of trading LNG on an international scale.

Alberto and John break down the key risks involved and discuss how simulations and models can help quantify and manage them. They emphasize the importance of selecting the right models tailored to specific needs for the most accurate risk assessment. The conversation wraps up with insights on the challenges of Know Your Customer (KYC) and FCPA compliance, contract risks, and strategies for hedging inventory when shifting from immediate pipeline sales to managing weeks of inventory.

Tune in to hear expert perspectives on the changing dynamics of LNG and what lies ahead for this critical energy sector.

To learn more about Alvarez & Marsal, click here!

Welcome to a new episode from Alvarez & Marsal, host Geoff Angulo, Senior Director with Alvarez & Marsal, is joined by LNG industry experts Roy Abou Tayeh, Renee Klimczak, and John Corrigan. Together, they dive into the evolving landscape of Liquefied Natural Gas (LNG) and explore the opportunities, challenges, and future developments shaping the global market.

The discussion covers the current state of global LNG supply and demand, the U.S.’s growing role as a dominant exporter, and how capital projects are reshaping the LNG space. The guests also share insights into key players across the LNG value chain, from trading houses to major oil companies, and how the industry is planning for future growth amid market shifts.

Tune in to hear expert perspectives on the changing dynamics of LNG and what lies ahead for this critical energy sector.

To learn more about Alvarez & Marsal, click here!

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Roy Abou Tayeh, Senior Director with Alvarez & Marsal

Renee Klimczak, Managing Director with Alvarez & Marsal

John Corrigan, Managing Director with Alvarez & Marsal

Time Stamps:

(00:00 - 00:45) Introductions

(00:46 - 04:15) Global Supply and Demand with LNG

(04:16 - 13:34) LNG in the U.S.

(13:35 - 16:35) Capital Projects in the LNG Space

(16:36 - 23:05) Planning for the Foreseeable Future

(23:06 - 24:52) Opportunities and Change Ahead

(24:53 - 25:25) Closing

Welcome back to The Next Imperative! Today, on our segment on Energy, Industry, and M&A, our host Geoff Angulo is joined by Mark Clevenger - Managing Director with Alvarez & Marsal, Jay Campbell - Managing Director with A&M, and Andrew Burns - Senior Director with A&M. Today the conversation revolves around merging, day one after a close, change management, and all the advice you need to get around issues when transitioning companies.

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Jay Campbell, Managing Director with Alvarez & Marsal

Mark Clevenger, Managing Director with Alvarez & Marsal

Andrew Burns, Senior Director with Alvarez & Marsal

Time Stamps:

(00:00 - 01:16) Introductions

(01:17 - 05:11) Proper Preparation for Acquisitions

(05:12 - 12:52) Ensuring Seamless Integration

(12:53 - 18:33) Common Synergy Categories

(18:34 - 25:00) Causes for Not Reaching Goals

(25:01 - 27:21) Important Aspects of a Successful Transaction

(27:22 - 30:30) Exceeding Synergy Targets

(30:31 - 31:06) Closing

Welcome back to The Next Imperative! Today, on our segment on Energy, Industry, and M&A, our host Geoff Angulo is joined by Wade Stubblefield - Managing Director with Alvarez & Marsal, Jacques Duplantis - Managing Director with A&M, and Andrew Burns - Senior Director with Alvarez & Marsal. Today the A&M group focuses on integration, how to help employees, making the merger go as smoothly as possible, what to watch for, and much more. Gain a ton of tips, and useful knowledge to help your business become successful.

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

• Wade Stubblefield, Managing Director with Alvarez & Marsal
• Andrew Burns, Senior Director with Alvarez & Marsal
• Jacques Duplantis, Managing Director with Alvarez & Marsal

Time Stamps:

• (00:00 - 01:04) Introductions
• (01:05 - 09:57) Transitioning Employees after a Merger
• (09:58 - 19:23) Breaking Down a Successful Integration
• (19:24 - 24:54) Integration Management Office
• (24:55 - 30:12) Risks of Bad / No Planning
• (30:13 - 34:46) Pre-Close Planning Successes
• (34:47 - 35:18) Closing

Welcome back to The Next Imperative! Today, on our segment on Energy, Industry, and M&A, our host Geoff Angulo is joined by Wade Stubblefield - Managing Director with Alvarez & Marsal, Teal Reamer - Managing Director with Alvarez & Marsal, and Mark Clevenger - Managing Director with Alvarez & Marsal. Listen in as these industry experts share their tips and advice on preparing for the pre-close phase of a deal. Learn how to deal with imperfect information and the importance of communication to your entire team in this phase of the deal. You won’t want to miss out on this informative episode. Make sure to like and subscribe!

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Wade Stubblefield - Managing Director with Alvarez & Marsal

Mark Clevenger - Managing Director with Alvarez & Marsal

Teal Reamer - Managing Director with Alvarez & Marsal

Time Stamps:

(00:00 - 00:56) Introductions

(00:57 - 03:01) Before the Announcement

(03:02 - 06:06) Pitfalls in the Early Stages

(06:07 - 10:10) Dealing with Imperfect Information

(10:11 - 16:14) It’s Never Too Early to Plan

(16:15 - 20:03) Real World Examples

(20:04 - 21:21) Advice to Help You Begin

(21:22 - 22:00) Closing

Welcome back to The Next Imperative! Today, on our new segment on Energy, Industry, and M&A, our host Geoff Angulo is joined by Ken Brandes - Senior Advisor with Alvarez & Marsal, Julie McLaughlin - Managing Director with Alvarez & Marsal, and Mark Clevenger - Managing Director with Alvarez & Marsal. Our guests bring up interesting points regarding synergy, portfolio optimization, consolidation, and current oil and gas industry trends. The Alvarez & Marsal team gives us an insight into what innovations and systems are currently in place and evolving to continue growing the energy industry. Don’t miss out on this informational episode, and tune in now!

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Ken Brandes - Senior Advisor with Alvarez & Marsal

Julie McLaughlin - Managing Director with Alvarez & Marsal

Mark Clevenger - Managing Director with Alvarez & Marsal

Time Stamps:

(00:00 - 01:00) Introductions

(01:01 - 05:58) Portfolio Optimization and Consolidation

(05:59 - 07:53) Different Distributions Systems and Processes

(07:54 - 10:50) Oil and Gas Trends

(10:51 - 13:20) Expansion of the Oil and Gas Sector

(13:21 - 17:22) Power Generation Innovations

(17:23 - 22:00) Researching Trends and Projections

(22:01 - 25:30) Communicating the Strategy for Success

(25:31 - 28:47) Different Risks and Opportunities of Synergy

(28:28 - 29:19) Closing

Welcome back to The Next Imperative! Our host Geoff Angulo is joined by Reyad Nasser - Managing Director with Alvarez & Marsal, Ben Jackson - Managing Director with Alvarez & Marsal - Energy, and Alan Pender - Managing Director with Alvarez & Marsal - Energy. In today’s episode, join these gentlemen as they discuss the new corporate metric put onto the drilling sites, and how you can reach this capital efficiency. Dive into the different pros and cons that come from IOCS vs. independents and how these two could take the best of each other to change the game in the oil & gas industry. Don’t miss out on this informational episode and tune in now!

To learn more about Alvarez & Marsal click here: https://www.alvarezandmarsal.com/industries/energy

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Reyad Nasser - Managing Director with Alvarez & Marsal
Ben Jackson - Managing Director with Alvarez & Marsal - Energy
Alan Pender - Managing Director with Alvarez & Marsal - Energy

Time Stamps:

• (00:00 - 01:10) Introductions
• (01:11 - 04:23) Defining Capital Efficiency
• (04:24 - 06:44) Delivering the Corporate Metric
• (06:45 - 09:11) Historical Context
• (09:12 - 14:22) Getting an Even Recovery
• (14:23 - 17:30) Trends Today
• (17:31 - 19:50) The Now What
• (19:51 - 27:42) Trial & Error vs. Modeling
• (27:43 - 31:16) Differentiating Between IOCs and Independents
• (31:17 - 36:56) Levers of Succes for IOCs
• (36:57 - 40:36) Key Takeaways
• (40:37 - 40:56) Closing