Analytics Client Seminar Europe from S&P Global Platts

Rebalancing European and global energy markets in the wake of geopolitical uncertainty

We are excited to once again invite our S&P Global Commodity Insights customers to our Analytics Client Seminar Europe that will be held LIVE and in-person in London on June 14. We are looking forward to being together for the first time in two years for a full day of content from our speakers as well as multiple networking opportunities. If you are unable to join on the day, the event will be streamed live so that you can join virtually.

This complimentary event will include a cross-commodity, comprehensive outlook on energy markets, as well as breakout sessions featuring deeper dives into critical topics. We will, of course, be focusing on the short- to medium-term impact of the Russia-Ukraine conflict on energy markets and also on the longer-term impacts of higher prices to fossil fuels and Energy Transition markets.

You will have the opportunity to choose between a number of breakout session topics on global and European oil, refining, gas, LNG, and electricity markets and, for any sessions missed, there will be virtual and replay options to keep you up to speed on the full range of commodity balances and price impacts.

Why attend?

S&P Global Commodity Insights Analytics Client Seminar Europe provides a platform to come together to learn and collaborate.

• 5+ hrs of unrivalled insights from 25+ speakers

• 8 breakout sessions
• Live networking with our analysts and your industry peers
• Schedule 1 to 1 meetings with subject matter experts and analysts

THIS EVENT STARTS IN

00	00	00
DAYS	HOURS	MINUTES

Complimentary Event

Who attends?

This is an event for:
• Analysts
• Traders
• Executives
• Departments heads
• Risk / Procurement

• Strategy / Business Development

Registration closed.
Online registration for this event closed at 1:00 PM BST on 10 June, 2022 for both in person and virtual attendance. Walk ins are permitted, but please note, due to capacity limitations, we cannot guarantee entrance on the day of the event. If you have any questions, please get in touch with emeaforums@spglobal.com.

Duration: 1 Day

Agenda

Plenary sessions

8:00 amRegistration and Networking
9:00 amOpening Address – State of the Global Energy Market
Dave Ernsberger, Head of Market Reporting & Trading Solutions
9:20 amA Peak Inside: Leadership Exchange
How to Rebalance in the Midst of Energy Market Tumult
Jennifer Van Dinter, Head of Integrated Analytics
James Huckstepp, Manager, EMEA Gas Analytics
Kang Wu, Head of Demand Analytics
Shin Kim, Head of Supply Analytics
Rick Joswick, Head of Oil Pricing & Trade Flow Analytics
Patricia Luis-Manso, Head of Agriculture & Metals Analytics
Roman Kramarchuk, Head of Future Energy Outlook
10:45 amNetworking break

Breakout sessions

11:30 amBreakout 1: Oil Supply
• How much and for long can global oil markets respond to Russia oil supply losses?
• What is the future of Russia oil supply?
• What is the future of OPEC+?
• What is the role the US plays in global oil security?
• Can renewable fuels bring relief when oil balances tighten?
Shin Kim, Head of Supply Analytics
Nareeka Ahir, Political Risk Analyst
Patricia Luis-Manso, Head of Agriculture & Metals Analytics

Breakout 2: Russian gas in Europe – How do we shut it off and what will it cost us?
• How quickly can Europe reduce its reliance on Russian gas? How will long-term contracts be broken?
• Where does this leave European balances and prices?
• Outlook for regional flow and price spread developments
James Huckstepp, Manager, EMEA Gas Analytics
Henryk Vasilevski, Gas Analyst
Ornela Figurinaite, Gas Analyst
12:30pmNetworking Lunch
2:00 pm Breakout 3: Oil Demand
• How deep is the impact of the Russia-Ukraine war on the macro environment?
• How much is the ultimate destruction of oil demand growth this year and will it be extended to 2023?
• How is Europe dealing with Russian oil supply interruptions while meeting its energy demand need?
Kang Wu, Head of Demand Analytics
Rebeka Foley, Oil Market Analyst, Europe
Mark Mozur, Manager, Future Energy Outlook

Breakout 4: Global gas and LNG supply in focus: Who will step in to replace Russia?
• What pipeline alternatives are there to Russian gas?
• Can Europe continue to out-compete Asia for LNG? Will the new re-gas capacity be built in time?
• Will gas demand switching and destruction continue? How does this feed into the wider economic outlook?
Luke Cottell, Senior LNG Analyst
Tom Purdie, Gas Analyst
Ying-Chin Chou, Senior Analyst
3:00pmShort Interval
3:10 pm Breakout 5: Global Oil Products, Refining, and Trade Flow
• Near term crises and longer-term challenges
• Oil product price swings driven by supply, demand, refining and revised trade patterns
• Global refining margins and utilization shifts
Rick Joswick, Head of Oil Pricing & Trade Flow Analytics
Rasool Baroun, Refinery Economics Lead
Jennifer Van Dinter, Head of Integrated Analytics
Andy Scorer, Freight Analytics Lead

Breakout 6: Power fundamentals and European energy demand
• How does war in Europe change power outlook?
• European power demand destruction and fuel switching outlook
• Will the REPower EU targets be met?
• Is carbon taking a backseat to war-time urgency?
Glenn Rickson, Manager, EMEA Power Markets
Sabrina Kernbichler, Power Analyst
Michael Evans, Carbon Analyst
4:10 pmShort Interval
4:20 pm Breakout 7: Rebuilding European Oil Markets
• Russia-Ukraine and what that means for Europe and the world - supply loss and trade shifts
• Longer-term European refining in the context of energy Transition
• Renewable diesel/SAF investments: HVO and SAF investments take center-stage in fuel markets
Rick Joswick, Head of Oil Pricing & Trade Flow Analytics
Rasool Baroun, Refinery Economics Lead
Rebeka Foley, Oil Market Analyst, Europe
Mark Mozur, Manager, Future Energy Outlook
Monika Rajoria, Biofuels Analyst

Breakout 8: Energy in Transition – Medium-term Outlook
• Russian gas scenarios
• Update to hydrogen and alternative gasses
Dan Klein, Head of Future Energy Pathways
Adrian Dorsch, Lead Long-Term European Gas Analyst
Bruno Brunetti, Manager, Low-Carbon Electricity
Matthew Hodgkinson, Hydrogen Analyst
5:20pmNetworking reception