S&P Global Commodity Insights

Rio Commodity Insights Briefing


Join us at the Copacabana Palace from August 12 to 13 for two days of key insights, fresh perspectives, and valuable networking.

This exclusive event by S&P Global Commodity Insights brings together key voices across the energy and commodity value chain to explore the dynamics shaping Latin America’s markets within a global context, all with a flexible format so you can tailor your experience.

Event Schedule:

  • August 12 - Rio Market Briefing: Explore S&P Global's latest innovations, outlooks, and insights to enhance your business potential.
  • August 13 - Rio Platts Benchmark Briefing: Engage with industry leaders to deepen your understanding of benchmarks and methodologies crucial for market decisions.

 

Agenda

Time Session Description Speakers
8:00 - 9:00 Registration & Welcome Coffee
09:00 - 09:45 Orchestrating COP30: Brazil’s Samba Toward Climate Action As host of COP30, Brazil has signaled a clear intention to shift the focus from new climate pledges to the implementation of existing commitments—prioritizing delivery over declarations. Carlos Pascual - S&P Global
Mariana Espécie - Minister of Mines and Energy of Brazil
Roberto Ardenghy - IBP
Viviana Canha Coelho - Petrobras
09:45 - 10:25 What’s Next for Upstream Investors in Latin America: Does Brazil have the resources to make the Southern Cone of Americas an energy superpower with global impact? Dan Pratt - S&P Global
Bob Fryklund - S&P Global
Joelson Mendes - Origem Energia
10:25 - 11:05 Uncertain times in oil and fuels markets The oil and fuels markets are undergoing dramatic shifts due to changing supply-demand fundamentals and geopolitical tensions. Felipe Perez - S&P Global
Kurt Barrow - S&P Global
Gustavo Hopper - PRIO
Julio Herrera - Ecopetrol
Daniel Sales Correa - Petrobras
11:05 - 11:25 Coffee Break & Network
11:25 - 12:05 Gas Markets: The Key to Latin America's Energy Transition Join us for an insightful session that examines the transformative role of gas markets in shaping the future of global energy, with a particular emphasis on Latin America Eric Eyberg - S&P Global
Luz Stella Murgas - Naturgas
Symone Araujo - ANP
Demetrio Magalhães - EDGE
Mariana Anjos - S&P Global
12:35 - 13:15 Flex appeal: Bridging flexibility and reliability in Brazil’s power grid Brazil’s power sector faces structural shifts driven by renewable expansion, rising demand, volatile hydrology, and regulatory uncertainty. Emanuel Simon - S&P Global
Marcelo Prais - ONS
Italo Freitas - Eletrobras
Marcelo Cruz Lopes - Eneva S.A.
13:15 - 13:45 Argentina’s Surge on Energy and Minerals Come to explore how Argentina is positioning itself for national recovery and regional and global influence in the energy transition. Carlos Pascual - S&P Global
Daniel Gonzalez - Minister of Energy and Mining of Argentina
13:45 - 14:45 Lunch & Network
Closing Session:
17:00 - 18:00 Fault Lines and Frontiers: Navigating a Fragmenting Global Order Are we witnessing the construction of a new global order, or simply the acceleration of global disorder? How will intensifying U.S.-China tensions reshape trade, energy, and diplomacy? What role can Latin America play in a system defined less by cooperation and more by competition? Carlos Pascual - S&P Global
Clarissa Lins - Catavento
Pedro Malan - Former Minister of Finance of Brazil
Marcos Caramuru - Former Ambassador of Brazil
18:00 - 19:30 Networking Reception
Time Description Speakers
14:45 - 15:20 Powering AI, Empowering Energy
AI technologies are transforming the energy sector. At the same time, AI’s growing energy footprint presents new challenges for powering data centers and high-performance computing.
Emanuel Simon - S&P Global
Julien Debard - Databricks
Fabio Yanaguita - Scala Data Centers
Henrique Ribeiro - S&P Global
15:20 - 15:55 The battery dispute: Can Latin America convert its critical minerals into a critical advantage?
One of the main triggers for the renewed global commercial tensions is China’s undisputable lead on the new technological frontier, including batteries. The US implemented actions aiming to accelerate the localization of supply chains in its territory — a goal that has also been pursued by Europe. Should critical minerals-rich Latin America follow the same route? What will be the role of the region and how should it position itself to avoid the 'natural resources curse'?
Henrique Ribeiro - S&P Global
Guillaume Légaré - Toronto Stock Exchange & TSX Venture Exchange
Eduardo Javier Muñoz - Bravo Motors
Leandro Gobbo - PLS
Patricia Barreto - S&P Global
15:55 - 16:20 Coffee Break & Network
16:20 - 17:00 Navigating the shift: mobility trends and fuel alternatives in Latin America
This session will provide a comprehensive overview of the mobility landscape in Brazil and neighboring Latin American countries, focusing on alternative fuels and biofuels.
Fellipe Balieiro - S&P Global
Ariel Donega - S&P Global
Priscila Pinheiro - S&P Global
Roberto Barros - S&P Global
Closing Session:
Time Description Speakers
14:45 - 15:15 AltView: No time for bears. The market is setting up for a bullish 2026.
US-Iran talks indicate a potential nuclear deal, weakening the price outlook in 2H25. Anticipate OPEC+ supply cuts in 2026. Downstream markets will remain resilient, refinery margins set to stay relatively healthy.
Lenny Rodriguez - S&P Global
15:15 - 15:50 Unlocking Potential: Domestic LPG and Petrochemical Opportunities in Latin America
Join us for an engaging session that explores the untapped potential of domestic gas, natural gas liquids (NGLs), and the petrochemical industries in Latin America.
Veeral Mehta - S&P Global
15:50 - 16:20 Coffee Break & Network
16:20 - 17:00 Exploring Frontiers: Latin America's Upstream Outlook
Latin America remains a key region for exploration, with emerging opportunities and ongoing challenges shaping its upstream future. From new discoveries to the reserve replacement challenge, evolving offshore supply chains, and growing volumes of marketable gas, how are operators adjusting their exploration strategies in this complex environment? What’s next for Brazil, Guyana, Suriname, and other key offshore markets?
Ricardo Bedregal - S&P Global
Dan Pratt - S&P Global
Sylvia Anjos - Petrobras
Alberto Ferrin - ExxonMobil
Aloisio Pellon - Brava
Closing Session:
Time Description Speakers
17:00 - 18:00 Fault Lines and Frontiers: Navigating a Fragmenting Global Order Are we witnessing the construction of a new global order, or simply the acceleration of global disorder? How will intensifying U.S.-China tensions reshape trade, energy, and diplomacy? What role can Latin America play in a system defined less by cooperation and more by competition? Carlos Pascual - S&P Global
Clarissa Lins - Catavento
Pedro Malan - Former Minister of Finance of Brazil
Marcos Caramuru - Former Ambassador of Brazil

Speakers at a Glance


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Sylvia Anjos
Chief Exploration and Production Officer at Petrobras
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Daniel Gonzalez
Vice Minister of Energy and Mining, Argentina
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Viviana Canha Coelho
Climate Change Executive Manager at Petrobras
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Roberto Ardenghy
President at IBP
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Clarissa Lins
Founding Partner at Catavento
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Pedro Malan
Former Minister of Finance of Brazil
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Luz Stella Murgas
President at Naturgas
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Marcelo Cruz Lopes
Director of Marketing, Sales and Business Development at Eneva
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Symone Araujo
Director at ANP
Julio Herrera
Julio Herrera
Vice President of Commercial and Marketing at Ecopetrol
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Demetrio Magalhães
CEO at EDGE
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Alberto Ferrin
President at ExxonMobil Brazil
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Carlos Pascual
Senior Vice President, Geopolitics and International Affairs at S&P Global Commodity Insights
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Gustavo Hooper
Head of Trading and Shipping at PRIO
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Italo Freitas
Vice President of Energy Commercialization and Solutions at Eletrobras
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Marcelo Prais
Executive Advisor to the Planning Board at ONS
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Bob Fryklund
Chief Upstream Strategist at S&P Global Commodity Insights
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Dan Pratt
Senior Vice President, Upstream Solutions at S&P Global Commodity Insights
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Kurt Barrow
Head of Oil, Fuels & Chemicals at S&P Global Commodity Insights
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Eric Eyberg
Head of Global Gas & Power Consulting at S&P Global Commodity Insights
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Mariana Anjos
Associate Director, Latin America gas and power markets at S&P Global Commodity Insights
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Felipe Perez
Head of Latin America Fuels & Refining Research and Strategy at S&P Global Commodity Insights
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Roberto Barros
Principal Analyst, Americas Light Vehicle Sales Forecasting at S&P Global Commodity Insights
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Ricardo Bedregal
Executive Director / Upstream Head - Latin America & Frontier North America at S&P Global Commodity Insights
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Fellipe Balleiro
Executive Director, Energy and Mobility at S&P Global Commodity Insights
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Priscila Pinheiro
Principal Analyst - Biofuels Analytics at S&P Global Commodity Insights
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Henrique Ribeiro
Principal Analyst, Clean Energy Technology at S&P Global Commodity Insights
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Lenny Rodriguez
Manager, Oil Pricing & Regional Outlooks at S&P Global Commodity Insights
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Emanuel Simon
Research & Analysis Director at S&P Global Commodity Insights
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Ariel Donega e Silva
Senior Research Analyst, Production & Design at S&P Global Mobility
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Guillaume Légaré
Head, South America, Toronto Stock Exchange & TSX Venture Exchange
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Julien Debard
Director of Energy and Utilities at Databricks
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Marcos Caramuru
Ambassador of Brazil to the People's Republic of China
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Fabio Yanaguita
LatAm Energy Director - Scala Data Centers
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Aloisio Pellon
Exploration Executive Manager at Brava
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Leandro Gobbo
Vice President Brazil at Pilbara Minerals Limited
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Veeral Metha
Executive Director | Midstream NGLs at S&P Global Commodity Insights
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Joelson Mendes
Director of Strategic Initiatives at Origem Energia
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Daniel Sales Correa
Executive Manager of Domestic Trading at Petrobras
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Eduardo Javier Muñoz
CEO at Bravo Motor Company
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Patricia Barreto
Base Metals Senior Analyst – Metals & Mining Research at S&P Global Commodity Insights
Time Session Description Speakers
8:15 - 9:15 Brazil’s Natural Gas Market Breakfast Roundtable Industry Shifts and the Need for Transparent Pricing. Spots are limited—first come, first served! Annette Hugh
Mark Callahan
8:30 - 9:30 Registration & Welcome Coffee
9:30 - 9:50 Opening Remarks & Overview of Global Markets Update Brazil stands at the forefront of the global energy transition, uniquely positioned to leverage its strengths across multiple markets—biofuels, oil, gas, critical minerals, and the carbon market. In a world marked by geopolitical tensions and urgent environmental challenges, how can Brazil solidify its role as a key player in these vital sectors? Adriana Carvalho
Annette Hugh
9:50 - 10:10 Global Crude Pricing & Brazil's Growing Role in the market mix - Patrick Harrington
10:10 - 11:15 Brazil's Rapidly Evolving Power & Gas Markets - Part 1 Regional gas pricing and bringing price transparency to Brazil's Gas market.
Global LNG pricing & benchmarks and South America's position.
Brazil's dynamic power market/renewables market.
Energy Panel: Trading and Pricing trends in the year ahead.
Mark Callahan
Nicole Barquerizo
Eric Brooks
Annette Hugh
11:15 - 11:45 Coffee Break & Network
11:45 - 13:00 Trends and transitions in Brazilian transport fuels Gasoline and ethanol dispute at the pump
Market fundamentals after E30, B15 mandate
Global effects on Brazil diesel/biodiesel volatility
Aviation & pricing in the Americas: jet fuel and SAF.
Jordan Daniel
Alexandre Melo
Isabela Rocha
Vinicius Damazio
Kauanna Navarro
Renato Rostas
13:00 - 14:30 Lunch & Network
14:30 - 15:30  Shipping Markets and shifts in the bunker fuels Tanker markets update
Decarbonizing shipping fuels and the impact on spot markets
Shipping/Bunkers panel
Paulina Cañedo
Patrick Harrington
15:30 - 15:45 Coffee Break
15:45 - 16:15  The role of Robust Benchmarks in Brazil's developing markets Platts Methodology Overview, Benchmark Coverage, and Main Price Assessments in Brazil Paula Bianco do Carmo
16:15 - 17:30 Brazil's Energy Transition and Market Trading Developments Brazil's carbon markets and pricing trends.
Brazil's biofuels mandate and market pricing impacts.
Brazil's growing I-RECs trading and role in decarbonization.
The role of Brazil's critical minerals in the transition.
ET Panel discussion on Brazil's market opportunities.
Anne Barbosa
Fabio Alfaro
Beatriz Baltieri
Ana Paula Candil
17:30 - 18:45 Happy Hour & Network

Speakers at a Glance


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Annette Hugh
Global Head of Market Development & Engagement at S&P Global Commodity Insights
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Mark Callahan
Editorial Director, Global Gas and Power Pricing at S&P Global Commodity Insights
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Adriana Carvalho
Associate Director, Price Reporting, Latin America Metals at S&P Global Commodity Insights
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Patrick Harrington
Associate Editorial Director, Crude and Fuel Pricing at S&P Global Commodity Insights
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Eric Brooks
Manager, Americas Gas Pricing at S&P Global Commodity Insights
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Ana Paula Candil
Manager, Price Reporting, LatAm biofuels and feedstocks at S&P Global Commodity Insights
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Beatriz Baltieri
Price Reporter at S&P Global Commodity Insights
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Paulina Cañedo Ortega
Associate Price Reporting Researcher at S&P Global Commodity Insights
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Anne Barbosa 
Associate Price Reporter, Latin America Metals at S&P Global Commodity Insights
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Paula Bianco do Carmo
Global Market Engagement Lead, Strategic Engagement & Intelligence Group at S&P Global Commodity Insights
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Alexandre Melo
Biodiesel & Feedstocks Price Specialist at S&P Global Commodity Insights
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Nicole Barquerizo
Senior Power Pricing Analyst at S&P Global Commodity Insights
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Vinicius Damazio
Ethanol Price Specialist at S&P Global Commodity Insights
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Jordan Daniel
Manager, Americas middle distillates and Latin America refined products at S&P Global Commodity Insights
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Fabio Alfaro
Associate Price Reporter, Energy Transition at S&P Global Commodity Insights

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