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The world’s foremost conference on the energy future

• Oil

• NaturalGas

• ElectricPower

• Coal

• Nuclear

• LNG

• Renewables

• IndustryCosts

• VolatilityofMarkets

• TechnologyInnovation

• Geopolitics

• Regionalvs.GlobalMarkets

• StrategiesandFinance

• Sustainability

• ClimateChange

• LicensetoOperate

• DeepwaterE&P

• EnergyRegulation

• EnergyDemand

• EnergyEfficiency

• UnconventionalOil&Gas

Special Friday Focus • ENERGY and the Next 30 Years Insights from leading thinkers on long-term prospects for energy and the global system

Register online www.ceraweek.com

Drivers of Change: Geopolitics, Markets, and the New Map of Energy

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Dear IHS CERA Members and Friends:

I am pleased to invite you to IHS CERAWEEk 2013 — our 32nd annual executive conference — to be held at the Hilton Americas in Houston, Texas, on March 4-8, 2013.

Our theme is “Drivers of Change: Geopolitics, Markets, and the New Map of Energy.” IHS CERAWEEk will offer insight into how markets, geopolitics, and technologies are changing the game for producers, consumers, and policymakers. Economic austerity and regulatory uncertainty are creating new risks as the industry invests to meet future energy needs. At the same time, the unconventional oil and gas revolution is driving a tectonic shift in the global competitive landscape for industrial production and demand. What challenges and opportunities lie ahead for oil, natural gas, coal, renewables, and nuclear power? What will be the strategic and investment responses?

IHS CERAWEEk offers a comprehensive and integrated global framework for understanding the changes in the energy landscape, and the implications for strategy, investment, and leadership. It provides presentations by senior energy officials and thought leaders from across the energy spectrum and around the globe, along with interactive discussion among participants — some 2,300 senior executives and officials from 55 countries.

This year’s conference will open Monday afternoon with an IHS Energy Outlook followed by the Economic Outlook Dinner and networking with industry leaders and IHS experts, designed to foster informal conversations on issues that matter. The conference will culminate in a special Thursday evening and Friday program on “Energy and the Next 30 Years” providing insight and vision from remarkable thinkers and leaders. IHS CERAWEEk On Demand will once again bring the conference to a wider network of “virtual” participants.

Our aim is for IHS CERAWEEk is to provide the most valuable and wide ranging insight into the future of the global energy industry, and to make a constructive contribution on strategy, investment, and policy decision-making. We hope you will join us for this timely conference and contribute to our shared understanding of the forces that are transforming the energy future.

For more information or to register please go to www.ceraweek.com.

Sincerely,

Daniel YerginConference Chairman

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Daniel F. Akerson, Chairman and CEO, General Motors

Vagit Alekperov, President, OAO LUKOIL Khalid Al-Falih, President and CEO, Saudi Aramco

Diezani Alison-Madueke, Honorable Minister of Petroleum Resources, Nigeria

IHS CERAWeek includes over 250 speakers*: (*partial list)

Speakers continue on next page.

Farouq Hussain Al-Zanki, Deputy Chairman of the board of Directors & CEO, Kuwait Petroleum Corporation

John Bear, President and Chief Executive Officer, Midwest Independent Transmission System Operators

Esperança Bias, Minister of Minerals and Mining, Mozambique

Leonid Bokhanovskiy, Secretary General, Gas Exporting Countries Forum

Walter Boltz, Executive Director, E-Control Austria, Vice Chair of ACER’s Regulatory Board

Orlando Cabrales Segovia, President, ANH

Clarence P. Cazalot, Jr., Chairman, President & CEO, Marathon Oil Corporation

Tony Clark, Commissioner, Federal Energy Regulatory Commission (FERC)

Peter Coleman, CEO, Woodside Energy Ltd.

James L. Connaughton, Executive Vice President and Senior Policy Advisor, Exelon Corporation

Tim Dodson, EVP Global Exploration, Statoil

Michael Dolan, Senior Vice President, Exxon Mobil

Bob Dudley, Group Chief Executive, BP p.l.c

Anthony Earley, Chairman, CEO & President, PG&E Corporation

Khalid Al-Falih, President & CEO, Saudi Aramco

Nemesio Fernández-Cuesta, Chief Operating Officer, Repsol

Bill Gates, Chairman, Microsoft Corporation, Co-Chair, Bill & Melinda Gates Foundation

Joseph C. Geagea, President, Chevron Gas and Midstream

Jack Gerard, President & CEO, American Petroleum Institute

General Michael Hayden, Former Director of the Central Intelligence Agency, Former Director of the National Security Agency

David Hobbs, Head of Research, KAPSARC

Jim Hughes, CEO, First Solar

Walter Isaacson, Best-selling author, Steve Jobs and Einstein: His Life and Universe, President & CEO, The Aspen Institute”

Hirobumi Kawano, President, Japan Oil, Gas and Metals National Corporation (JOGMEC)

Deepak Khajouria, Managing Director, Doosan Power Systems – North America

Jacek Krawiec, President & CEO, PKN ORLEN S.A.

Patrick Kron, Chairman & CEO, Alstom

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(partial list)IHS CERAWeek Speakers (continued)

Ryan Lance, Chairman & CEO, ConocoPhillips

Fanrong Li, CEO & President, CNOOC Ltd.

Larry Madin, Head of Research, Woods Hole Oceanographic Institution

Sergej Mahnovski, Director of Energy Policy, New York City Office of the Mayor

Gérard Mestrallet, Chairman & CEO, GDF Suez

Al Monaco, President & CEO, Enbridge Inc.

Hisanori Nei, Executive Director, Japan Oil, Gas and Metals National Corporation (JOGMEC)

Joe Oliver, Minister of Natural Resources, Canada

Mark Papa, Chairman & CEO, EOG Resources, Inc.

Ambassador Carlos Pascual, Special Envoy and Coordinator for International Energy Affairs, United States

Stephen Pryor, President, ExxonMobil Chemical Company

Philip Rinaldi, Chief Executive Officer, Philadelphia Energy Solutions

James E. Rogers, Chairman, President & CEO, Duke Energy

Matt Rose, Chairman & CEO, BNSF Railway

Ambassador Dennis Ross, Counselor, Washington Institute for Near East Policy

John Russell, President & CEO, CMS Energy Corporation and Consumers Energy Company

Philippe Sauquet, President, Gas & Power, Total

Paolo Scaroni, Chief Executive Officer, Eni

Rainer Seele, Chairman of the Board of Executive Directors, Wintershall Holding GmbH

Adam Sieminski, Administrator, Energy Information Administration, U.S. Department of Energy

Frederick W. Smith, Chairman & CEO, FedEx Corporation

Michael Spence, Nobel Laureate in Economics and Professor, New York University Leonard N. Stern School of Business

Sudhir Vasudeva, Chairman and Managing Director, Oil & Natural Gas Corporation Limited

Chris Weston, President & CEO, Direct Energy

Steve Williams, President & CEO, Suncor Energy

J. Michael Yeager, Chief Executive, BHP Billiton Petroleum

H.E. Youcef Yousfi, Minister of Energy and Mines, Algeria

Register online at www.ceraweek.com

Registration Options

The IHS CERAWEEK Executive Pass The IHS CERAWEEK Executive Pass is designed to give senior-level delegates the opportunity to experience the full week of IHS CERAWEEK integrated global programming including ses-sions, networking opportunities, and access to IHS CERAWEEK On Demand.

The Two-day Pass

The Two-day Pass includes access for any two consecutive days of the con-ference (Tuesday/Wednesday; Wednesday/Thursday; or Thursday/Friday).

Executive and Two-day Pass holders for Tuesday/Wednesday are welcome to join the Monday Welcome Reception and Pre-Conference Dinner and Keynote.

For questions or additional information, please visit www.ceraweek.com or call +1 888 271 5313

The Hilton Americas-Houston is the official host hotel to IHS CERAWEEK and a room block has been reserved for conference attendees at the special rate of $299 per night. Hotel reservations are not included with conference registration but can be made by phone at +1 713 739 8000 or online at www.ceraweek.com. Please be sure to request the group rate “IHS”.

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2013 Agenda

MONDAY, MARCH 4, 2013

IHS CERAWEEk Welcome Reception

Open to all CERAWEEk participants

Reception | 6:00 - 7:00 PM

Welcome Dinner and IHS Economic Outlook Presentation | 7:00 - 9:00 PM

How Long Before We’re Out of This? The World Economy in 2013 and Beyond

Nariman Behravesh, Chief Economist, IHS • Nigel Gault, Chief US Economist, IHS

Diego Iscaro, Senior Economist, Europe, IHS • Alistair Thornton, Senior Economist, China, IHS

Visit www.ceraweek.com for updates and further speaker confirmations

Pre-Conference Events | 9:00 AM - 6:30 PM

Summits and Workshops (for eligible participants, for more information please visit: ceraweek.com)

• Thirst for Growth: Outlook for Gas and Power in the Middle East and North Africa • Solving the Tangram: China Regional Gas, Power, and Coal Market Outlooks

• The New Map of Global Gas • Africa Summit • Operational Excellence Summit • The Tiger Re-Emerges: Southeast Asia Gas, Coal and Power Market Opportunities

Energy Market Outlook: What will be the Surprises in 2013 – and Beyond?

Energy and the New Global Industrial Landscape: A Tectonic Shift?

Conference Opening - IHS Energy Outlook | 3:00 – 6:00 PM

Visit www.ceraweek.com for updatesand further speaker confirmationsTUESDAY, MARCH 5, 2013

Farong Li, CEO and President, CNOOC

1:00 - 2:25 PM | Luncheon and Keynote Address

Ministerial Dialogue Diezani Alison-Madueke, Honorable Minister of Petroleum Resources, Nigeria

Ambassador Carlos Pascual, Special Envoy and Coordinator for International Energy Affairs, United States

H.E. Yousef Yousfi, Minister of Energy and Mines, Algeria • David Hobbs, Chair, Head of Research, KAPSARC

2:45 - 4:00 PM | Afternoon Plenary

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6:30 - 7:30 PM | Conference wide reception

4:00 - 5:15 PM | Concurrent Plenaries

Upstream: Driving Growth in the UpstreamOrlando Cabrales Segovia, President, ANH

Clarence Cazalot, Chairman, President & CEO, Marathon Oil CorporationTim Dodson, EVP Global Exploration, Statoil

J. Michael Yeager, Chief Executive, BHP BillitonPeter Jackson, IHS, Chair

Downstream: Structuring in an Uncertain FutureJacek Krawiec, President & CEO, PKN ORLEN S.A.

Stephen Pryor, President, ExxonMobil Chemical Company

Philip Rinaldi, CEO, Philadelphia Energy Solutions

James Burkhard, IHS, Chair

9:00 - 9:40 AM | Conference Welcome and Opening Keynote

Conference Welcome: Daniel Yergin, Vice-Chairman, IHSOpening Keynote Address: Khalid Al-Falih, President & CEO, Saudi Aramco

9:40 - 10:15 AM | Keynote AddressRyan Lance, Chairman & CEO, ConocoPhillips

5:15 - 5:30 PM | Break

11:30 - 11:50 AM | Break

10:15 - 11:30 AM | Global Oil Plenary

Vagit Alekperov, President, OAO LUKOILSteve Williams, President & CEO, Suncor Energy

Farouq Hussain Al-Zanki, Deputy Chairman of the Board of Directors & CEO, Kuwait Petroleum Daniel Yergin, IHS, Chair

IHS CERA Oil Expert Discussion TablesJames Burkhard, Chair

Energy Innovation Pioneers : OilKristian Bodek, Chair

Jamey Rosenfield, Chair

North American Tight Oil: Delivering on the Promise

Pete Stark, Chair

Russian Oil: A New Crisis Amid Plenty?

Thane Gustafson, Chair

Water in Unconventionals

Samantha Gross, Chair

Human Capital “The Big Crew Change”

Surya Rajan, Chair

Canadian Oil Sands: At the Crossroads?

Jackie Forrest, Chair

7:30 - 8:45 AM | Energy Insight Breakfasts

Will the Unconventional Revolution Be a Global One?

Bob Fryklund, Chair

Financing the Changing Capital Expenditure Patterns

James Wildash, Chair

Middle East Politics & Economy

Bhushan Bahree, Chair

New Innovation Strategies to Realize the Energy Future

Judson Jacobs, Chair

11:50 - 1:00 PM | Strategy Sessions

Natural Gas in TransportationTiffany Groode, Chair

Driving Operational Excellence: Attaining TRUE Operational Excellence

in the Wake of Industry Lessons LearnedJoseph Stough, Chair

The New Logistics of the North American Oil Boom: Connecting Supply

and MarketsGeoff Houlton, Chair

Paolo Scaroni, Chief Executive Officer, Eni

7:30 - 9:30 PM | Dinner and Keynote Address

Latin America Upstream: A New Beginning?

Enrique Sira, Chair

Africa Energy: What Potential Remains?

Simon Wardell, Chair

Gas and Power at the Nexus of Discord in Central Asia

Kate Hardin, Chair

Models of Innovation: Upstream, Downstream,

and End UseJudson Jacobs, Chair

5:30 - 6:30 PM | IHS Energy Views and Expert Briefings

Could World Transportation Oil Demand Be Heading Towards a Peak?

Aaron Brady, Chair

Middle East Energy ViewVera de Ladoucette, IHS

Bhushan Bahree, Senior Director, Global Oil, IHS

Leila Benali, Chair

Investment Challenges in European Refining and Petrochemicals in a World

of Shifting DemandDamian Kennaby, IHS, Chair

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Speakers and agenda subject to change WEDNESDAY, MARCH 6, 2013

Peter Coleman, CEO Woodside Energy Ltd. • Joseph Geagea, President, Chevron Gas and MidstreamPhilippe Sauquet, President, Gas & Power, Total

Rainer Seele, CEO, Wintershall Holding GmbH • Michael Stoppard, IHS, Chair

Global Gas Plenary: A New Geography of Supply & Demand | 9:40 - 11:00 AM

Bob Dudley, Group Chief Executive, BP p.l.c.

Opening Keynote Address | 9:00 - 9:40 AM

Energy and Global CompetivenessJack Gerard, President & CEO, American Petroleum Institute

Hirobumi Kawano, President, Japan Oil, Gas and Metals National Corporation (JOGMEC) • Patrick Kron, Chairman & CEO, Alstom

Chris Weston, President & CEO, Direct Energy • David Hobbs, Co-Chair, Head of Research, KAPSARC • Daniel Yergin, IHS, Co-Chair

Conference Wide Plenary | 5:00 - 6:15 PM

Conference Wide Reception | 6:15 - 7:15 PM

Ministerial DialogueEsperança Bias, Minister of Minerals and Mining, Mozambique

Leonid Bokhanovskiy, Secretary General, Gas Exporting Countries ForumAtul Arya, IHS, Chair

Afternoon Plenary | 2:30 - 3:15 PM

Daniel Akerson, Chairman & CEO, General Motors

Luncheon and Keynote Address | 12:45 - 2:00 PM

Dinner & Keynote Address | 7:15 - 9:30 PM

Concurrent Plenaries | 3:15 - 4:45 PMManaging Energy Industry Risk:

Politics, Disruption and RecoveryNemesio Fernández-Cuesta, COO, Repsol

Satish Pai, Executive Vice President, Operations, Schlumberger Limited

Brad Wall, Premier, Government of Saskatchewan, Canada

Bob Fryklund, IHS, Chair

North American EnergyAl Monaco, President & CEO, Enbridge Inc.

Mark Papa, Chairman & CEO, EOG ResourcesAdam Sieminski, Administrator, Energy Information

Administration, U.S. Department of EnergyMatt Rose, Chairman & CEO, BNSF • Andrew Slaughter, IHS, Chair

Break | 4:45 - 5:00 PM

IHS CERA Gas Expert Discussion Tables

Shankari Srinivasan, Chair

Energy Innovation Pioneers : GasKristian Bodek, Chair

Jamey Rosenfield, Chair

Upstream Competitive Landscape: What Future for INOCs and Service

Companies?Paul Markwell, Chair

Africa: Capturing the Economic Benefits of Energy Development

Daniel Berkove, Chair

South and Southeast Asia: New Challenges,

New OpportunitiesJames Ooi, Chair

Europe, Russian, and Eurasian Gas

Thane Gustafson, Chair

Middle East Energy Investment

Leila Benali, Chair

Energy Insight Breakfasts | 7:30 - 8:45 AM

North American LNG Exports: A Collision Course with Oil Indexation?

Chris Holmes, Chair

Understanding and Managing Community Impacts of Unconventional

Oil and Gas DevelopmentTanuj Deora, Chair

Competing for Talent in Emerging Hotspots: Building Up Staff to Operate in Frontier E&P Areas

Surya Rajan, Chair

Financing Gas in an Uncertain Economy

Ken Yeasting, Chair

Gas Markets – Europe and Its Suppliers

Shankari Srinivasan, Chair

Emerging Upstream Frontiers

Peter Jackson, Chair

Capturing the Spread: Gas Price Arbitrage Opportunities

Robert Ineson, Chair

Strategy Sessions | 11:20 AM - 12:35 PM

Joe Oliver, Minister of Natural Resources, Canada

Afternoon Keynote | 2:00 - 2:30 PM

Break | 11:00 - 11:20 AM

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Visit www.ceraweek.com for updatesand further speaker confirmationsTHURSDAY, MARCH 7, 2013

9:00 - 9:40 AM | Opening Keynote Address

Anthony Earley, Chairman, CEO & President, PG&EJames E. Rogers, Chairman, President & CEO, Duke Energy

John Russell, President & CEO, CMS Energy Corporation and Consumers Energy CompanyLawrence Makovich, IHS, Chair

9:40 - 11:00 AM | Power CEOs Plenary

2:30 - 3:45 PM | Afternoon Plenary

Coping with Disruption: Lessons from Hurricane Sandy, Katrina, and FukushimaSergej Mahnovski, Director of Energy Policy, New York City Office of the Mayor

Hisanori Nei, Executive Director, Japan Oil, Gas and Metals National Corporation (JOGMEC)

Daniel Yergin, IHS, Chair

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6:15 - 7:15 PM | Conference Wide Reception

7:15 - 9:30 PM | Dinner and Keynote Address

Rethinking the Energy FutureBill Gates, Chairman, Microsoft, Co-Chair, Bill & Melinda Gates Foundation

Power Expert Discussion

TablesJone-Lin Wang,

Chair

Transmission and Distribution: Transforming the

Power GridMark Griffith, Chair

Energy Innovation Pioneers

Kristian Bodek, Chair

Jamey Rosenfield, Chair

Diversifying China’s Power Generation MixXizhou Zhou, Chair

Emerging Solar Markets

Greg Sheppard, Chair

Power Across Texas

Mike Pickens, Chair

11:20 - 12:35 PM | Strategy Sessions

Global Nuclear Outlook

Jone-Lin Wang, Chair

What Future for Renewable

Energy in an Age of Austerity and Unconventionals

Alex Klein, Chair

The Future of Coal: Changing Global Markets

Jim Thompson, Chair

Electricity Demand and Energy Efficiency:

Filtering the Noise from the Signal

Kristian Bodek, Chair

An Expensive Decade: Financing

Electric Power Infrastructure in

the Decade AheadParker Littlehale, Chair

Shale Gas: Changing the Power Game

Tim Gardner, Chair

11:00 - 11:20 PM | Break

5:00 - 5:15 PM | Break

3:45 - 5:00 PM | Concurrent PlenariesEvolving Power Market Rules and Institutions: US vs. Europe

John Bear, President & CEO, Midwest Independent Transmission System Operators

Walter Boltz, Executive Director, E-Control Austria, Vice Chair of ACER’s Regulatory Board

Tony Clark, Commissioner, Federal Energy Regulatory Commission (FERC)

Sharon Reishus, IHS, Chair • Fabien Roques, IHS, Chair

Power Engineering, Plant Equipment and ConstructionJim Hughes, CEO, First Solar

Deepak Khajouria, Managing Director, Doosan Power Systems – North America

Thomas Shelby, Executive Vice President, Kiewit Energy GroupLawrence Makovich, IHS, Chair

7:45 - 8:45 AM | Insight Breakfasts | IHS CERA Power Expert Discussion Tables

12:45 - 2:20 PM | Luncheon and Keynote Address

Gérard Mestrallet, Chairman & CEO, GDF Suez

Asia Gas and Power: Where Will We Be in 2025?Mark Hutchinson, Chair

Innovation Expert Briefing: Power Generation,

Transmission, Energy Efficiency

European Power Energy View: Coal, Gas, Solar, Wind, Nuclear

Fabien Roques, Chair

Asian Power Energy View: Oil, Gas, Coal, Solar, Wind,

NuclearJames Ooi, Chair

Middle East and North African Power Energy View:

Oil, Gas, Coal, Solar, Wind, Nuclear

Leila Benali, Chair

Operational Excellence Scott Lockhart, Chair

State Participating in Latin America’s Power Sector:

Leading the Way or a Drag on Expanding Opportunities?

Lisa Pearl, Chair

North American Power Energy View: Coal, Gas,

Solar, Wind, NuclearPatricia DiOrio, Chair

5:15 - 6:15 PM | IHS Energy Views and Expert Briefings

Speakers and agenda subject to change FRIDAY, MARCH 8, 2013

The Convergence: The Future of Economic Growth in a Multispeed WorldMichael Spence, Nobel Laureate in Economics and Professor, New York University

Breakfast & Opening Address | 7:30 - 8:50 AM

Energy and the Next 30 YearsChaired by Daniel Yergin, Vice Chairman, IHS

The Anatomy of Genius

Walter Isaacson, Best-selling author and President & CEO, The Aspen Institute

Global Keynote | 9:35 - 10:10 AM

Closing Keynote | 12:15 - 12:55 PM

Cyber Threats: Fighting the Battle of the Future

General Mike Hayden, Former Director of the Central Intelligence Agency, Former Director of the National Security Agency

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Register online at www.ceraweek.comor call +1 888 271 5313

Networking Lunch | 12:55 - 2:00 PM

Break | 10:10 - 10:25 AM

Keynote | 11:35 AM - 12:15 PM

The Future of Competitiveness in a Globalized World

Frederick Smith, Chairman & CEO, FedEx

The Thirty Year Vision

Michael Dolan, Senior Vice President, Exxon Mobil

9:00 - 9:35 AM

Climate Change and Energy Transition: The Long View

Atul Arya, IHS, Chair

Energy and the New Industrial Internet

Arshad Matin, IHS, Chair

Concurrent Plenaries | 10:25 - 11:30 AM

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Enabling virtual participation in IHS CeRAWeek from your office, home, or smartphone

IHS CERAWEEk On Demand gives you direct access to video and audio presentations, executive interviews session summaries and much more. All via an easy-to-use interface that lets you search and view just the content YOU want. Access is for one-full year, making this a useful vehicle to share learning and ideas with your colleagues across your company.

Your On Demand access includes:• Video and audio coverage of Keynotes, Plenary, and

Strategy Sessions

• One-on-one interviews with thought leaders conducted by IHS experts

• Session summaries and overviews written by senior IHS Staff

• Download speaker presentations, PowerPoint files and PDFs (subject to speaker approval)

• Provides excellent summary material

IHS CERAWEEk On Demand is available through individual access or an enterprise license for your entire organization. All Web-based materials will be available for one year following the conclusion of the conference.

For more information about IHS CeRAWeek On Demand,

Please visit www.ceraweek.com

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IHS would like to thank the following organizations for their support.

For more information on sponsorship and partnership opportunities, please contact Todd Szczebak, Director, Global Partnerships at: todd.szczebak@IHS.com or +1 303 858 6053

IHS CERAWEEk Sponsors

IHS CERAWEEk Partners