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June 7, 2018
1:45-2:45PM

Strategic Versus Defensive Actions in Regulatory Planning

Expo A3

Speaker: Kyle Brzymialkiewicz, Director, Gulf Coast Emissions, Element Markets

While emission prices rise and fall based on supply and demand fundamentals of each market, the internal cost to create the associated emission reductions is much less dynamic when evaluated at the company, or site level. Recognizing value when the relationship is imbalanced between market prices and the prevailing Internal Cost to Control (ICC), or company specific ICC, creates a significant opportunity for companies with long-term outlooks in the Gulf. This shifting mindset has started to impact the emissions markets in real, meaningful ways. For example, we've seen more volume traded in the HGB NOx cap and trade market from December 2017 - January 2018 (2 months) than we have seen in the previous 5.75 years combined. This presentation will evaluate: Emissions Market Fundamentals in Texas and Louisiana; Recent Market Activity Surge; Growth Forecasts on the Gulf Coast; The Relationship Between the Emissions Markets and Industry's ICC; and Consequences of Being Last to Move.

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2018-06-07 13:45:00 2018-06-07 14:45:00 America/Detroit Strategic Versus Defensive Actions in Regulatory Planning Speaker: Kyle Brzymialkiewicz, Director, Gulf Coast Emissions, Element Markets While emission prices rise and fall based on supply and demand fundamentals of each market, the internal cost to create the associated emission reductions is much less dynamic when evaluated at the company, or site level. Recognizing value when the relationship is imbalanced between market prices and the prevailing Internal Cost to Control (ICC), or company specific ICC, creates a significant opportunity for companies with long-term outlooks in the Gulf. This shifting mindset has started to impact the emissions markets in real, meaningful ways. For example, we've seen more volume traded in the HGB NOx cap and trade market from December 2017 - January 2018 (2 months) than we have seen in the previous 5.75 years combined. This presentation will evaluate: Emissions Market Fundamentals in Texas and Louisiana; Recent Market Activity Surge; Growth Forecasts on the Gulf Coast; The Relationship Between the Emissions Markets and Industry's ICC; and Consequences of Being Last to Move. Expo A3