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
- Day 1
- Day 2
- Plenary Session
- Breakout Session
Time | Session | Description | Speakers | ||
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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 |
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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 |
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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 |
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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 |
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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. |
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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 |
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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 |
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18:00 - 19:30 | Networking Reception |
- Breakout 1: Innovation, Energy Transition & Future Technologies
- Breakout 2: Supply, Markets & Upstream/Downstream Dynamics
Time | Description | Speakers | |||
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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 |
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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 |
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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 |
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Closing Session: |
Time | Description | Speakers | |||
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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 |
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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 |
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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

Sylvia Anjos
Chief Exploration and Production Officer at Petrobras

Daniel Gonzalez
Vice Minister of Energy and Mining, Argentina

Viviana Canha Coelho
Climate Change Executive Manager at Petrobras

Roberto Ardenghy
President at IBP

Clarissa Lins
Founding Partner at Catavento

Pedro Malan
Former Minister of Finance of Brazil

Luz Stella Murgas
President at Naturgas

Marcelo Cruz Lopes
Director of Marketing, Sales and Business Development at Eneva

Symone Araujo
Director at ANP

Julio Herrera
Vice President of Commercial and Marketing at Ecopetrol

Demetrio Magalhães
CEO at EDGE

Alberto Ferrin
President at ExxonMobil Brazil

Carlos Pascual
Senior Vice President, Geopolitics and International Affairs at S&P Global Commodity Insights

Gustavo Hooper
Head of Trading and Shipping at PRIO

Italo Freitas
Vice President of Energy Commercialization and Solutions at Eletrobras

Marcelo Prais
Executive Advisor to the Planning Board at ONS

Bob Fryklund
Chief Upstream Strategist at S&P Global Commodity Insights

Dan Pratt
Senior Vice President, Upstream Solutions at S&P Global Commodity Insights

Kurt Barrow
Head of Oil, Fuels & Chemicals at S&P Global Commodity Insights

Eric Eyberg
Head of Global Gas & Power Consulting at S&P Global Commodity Insights

Mariana Anjos
Associate Director, Latin America gas and power markets at S&P Global Commodity Insights

Felipe Perez
Head of Latin America Fuels & Refining Research and Strategy at S&P Global Commodity Insights

Roberto Barros
Principal Analyst, Americas Light Vehicle Sales Forecasting at S&P Global Commodity Insights

Ricardo Bedregal
Executive Director / Upstream Head - Latin America & Frontier North America at S&P Global Commodity Insights

Fellipe Balleiro
Executive Director, Energy and Mobility at S&P Global Commodity Insights

Priscila Pinheiro
Principal Analyst - Biofuels Analytics at S&P Global Commodity Insights

Henrique Ribeiro
Principal Analyst, Clean Energy Technology at S&P Global Commodity Insights

Lenny Rodriguez
Manager, Oil Pricing & Regional Outlooks at S&P Global Commodity Insights

Emanuel Simon
Research & Analysis Director at S&P Global Commodity Insights

Ariel Donega e Silva
Senior Research Analyst, Production & Design at S&P Global Mobility

Guillaume Légaré
Head, South America, Toronto Stock Exchange & TSX Venture Exchange

Julien Debard
Director of Energy and Utilities at Databricks

Marcos Caramuru
Ambassador of Brazil to the People's Republic of China

Fabio Yanaguita
LatAm Energy Director - Scala Data Centers

Aloisio Pellon
Exploration Executive Manager at Brava

Leandro Gobbo
Vice President Brazil at Pilbara Minerals Limited

Veeral Metha
Executive Director | Midstream NGLs at S&P Global Commodity Insights

Joelson Mendes
Director of Strategic Initiatives at Origem Energia

Daniel Sales Correa
Executive Manager of Domestic Trading at Petrobras

Eduardo Javier Muñoz
CEO at Bravo Motor Company

Patricia Barreto
Base Metals Senior Analyst – Metals & Mining Research at S&P Global Commodity Insights
Time | Session | Description | Speakers | ||
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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17:30 - 18:45 | Happy Hour & Network |
Speakers at a Glance

Annette Hugh
Global Head of Market Development & Engagement at S&P Global Commodity Insights

Mark Callahan
Editorial Director, Global Gas and Power Pricing at S&P Global Commodity Insights

Adriana Carvalho
Associate Director, Price Reporting, Latin America Metals at S&P Global Commodity Insights

Patrick Harrington
Associate Editorial Director, Crude and Fuel Pricing at S&P Global Commodity Insights

Eric Brooks
Manager, Americas Gas Pricing at S&P Global Commodity Insights

Ana Paula Candil
Manager, Price Reporting, LatAm biofuels and feedstocks at S&P Global Commodity Insights

Beatriz Baltieri
Price Reporter at S&P Global Commodity Insights

Paulina Cañedo Ortega
Associate Price Reporting Researcher at S&P Global Commodity Insights

Anne Barbosa
Associate Price Reporter, Latin America Metals at S&P Global Commodity Insights

Paula Bianco do Carmo
Global Market Engagement Lead, Strategic Engagement & Intelligence Group at S&P Global Commodity Insights

Alexandre Melo
Biodiesel & Feedstocks Price Specialist at S&P Global Commodity Insights

Nicole Barquerizo
Senior Power Pricing Analyst at S&P Global Commodity Insights

Vinicius Damazio
Ethanol Price Specialist at S&P Global Commodity Insights

Jordan Daniel
Manager, Americas middle distillates and Latin America refined products at S&P Global Commodity Insights

Fabio Alfaro
Associate Price Reporter, Energy Transition at S&P Global Commodity Insights