8:00 a.m.

Registration & Breakfast

9:00 a.m.

Welcome Address and Introductions

Nick Livingstone, Vice President, NAM Commercial, S&P Global Commodity Insights

9:05 a.m.

Setting the Stage: Trends in the Global Energy Landscape

• With significant uncertainty around the future of energy demand globally, different pathways for the energy transition are emerging.
  
• What regions are driving the largest changes in global fossil fuel demand, and how much will demand change?
  
• How will Canada fit into the global energy transition landscape?

Jeff Moore, Manager, Long-Term Natural Gas Scenarios

9:30 a.m.

Global Crude S&D Outlook

• Global oil supply and OPEC+ action/reaction
• Demand view - summer and China
• EVs - what current trends mean for oil
• Refining outlook - next wave of oversupply

Kurt Barrow, Head of Oil Markets, Midstream & Downstream

10:05 a.m.

Canadian Crude & TMX Update

• Short- and long-term outlook of Canadian crude production
  
• Short- and long-term outlook of Western Canadian crude transportation
• TMX marine crude tanker movement review

Celina Hwang, Director, Canadian Crude Oil Markets

10:35 a.m.

TMX and Dubai Crude Methodology

• Methodology for TMX crude assessments
• Canadian crude spot price spreads
• TMX crude comparison and impact to other grades

11:00 a.m.

Networking Break

11:30 a.m.

Permian vs. Oil Sands Emissions

• GHG emissions profile - absolute emissions and carbon intensity - of the Canadian oil sands and Permian production
• Emission changes over time
• Key factors that will influence the ability to decarbonize

Kevin Birn, Global Head, Centre of Emissions Excellence and Chief Analyst, Canadian Oil Markets

12:00 p.m.

Panel Discussion

Erin Tully, Environmental Commodities Analyst

Fanny Roldan, Principal Consultant, Oil Markets, Downstream and Energy Transition

Guadalupe Nunez, US Biofuels and Feedstocks Price Editor

Moderator: Kevin Birn

12:30 p.m.

Networking Lunch

1:30 p.m.

Unleashing Potential: The Impact of New Demand and Export Projects on the Canadian NGL Market

• With an ever-growing list of West Coast marine export terminals, how will the Canadian market respond?
• How will the Dow Path2Zero Cracker meet the increasing demand for ethane?

2:00 p.m.

Global LNG Outlook: Growth Opportunities in a Crowded Field

• Short-term global LNG outlook: market tightness easing via new supply additions
• The drivers of global LNG demand growth through the 2040s
• The global race to build new liquefaction capacity - and where Canada fits in
• Long-term LNG price outlook amid the risk of medium-term oversupply

2:30 p.m.

Networking Break

2:45 p.m.

Relief at Last? LNG Canada and the Canadian Natural Gas Market

• With the imminent start-up of LNG Canada now in sight, how will the Canadian natural gas market respond?
• The impacts of LNG Canada and other Gulf Coast LNG start-ups on market fundamentals such as production, pipeline exports, storage inventories and prices

3:15 p.m.

Power Surge: Rising Demand Boosts Prices

• Renewables additions grow, but headwinds loom
• Gas burn outlook exhibits sharp regional differences
• Implications for Canadian power markets

3:45 p.m.

Closing Remarks

Josh Brown, Relationship Manager, North America

4:00 p.m.

Networking Reception