2025 Rio Commodity Insights Briefing

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.

Why Attend

Tailored Insights: Participate in a dynamic agenda that allows you to select tracks aligning with your professional interests, offering insights that can drive strategic decisions in Latin America's evolving markets.
Expert Engagement: Join interactive sessions with industry leaders and experts, where you can pose questions and share perspectives on the critical challenges and opportunities shaping the commodity landscape.
Networking Opportunities: Connect with influential peers and S&P Global Commodity Insights experts in a vibrant environment, fostering valuable relationships across the energy and commodity value chain.
Flexible Format: Experience the flexibility of our "à la carte" agenda, enabling you to customize your participation to suit your interests and maximize the value of your engagement.
Exclusive Meetings: Schedule personalized 1-to-1 meetings with subject matter experts and analysts to address specific queries and gain deeper insights into benchmarks and methodologies driving market decisions.

Agenda

Day 1
Day 2

Plenary Session
Breakout Session

Time	Session	Description	Speakers
8:00 - 9:00		Registration & Welcome Coffee
09:00 - 09:40	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. How can Brazil give credibility to an action-oriented agenda and demonstrate measurable progress where others have fallen short? What can be accomplished on the critical issues of access to finance and technology for developing countries? Will the private sector emerge as a leading force in driving decarbonization and climate investment?	Carlos Pascual - S&P Global Mariana Espécie - Minister of Mines and Energy of Brazil Roberto Ardenghy - IBP Luciana Costa - BNDES
09:40 - 10:20	What’s Next for Upstream Investors in Latin America:	"Brazil has the resources to make the Southern Cone of the Americas a regional superpower for energy security, with a global impact. What are its key strategies to attract investment and bring oil and gas to market? How is decarbonization integrated into resource development plans? How are regional gas plans integrated with power resilience, stability and access? "	Dan Pratt Bob Fryklund
10:20 - 11:00	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. Sanctions on Russia, the dynamic between the United States and China, and OPEC's influence on production levels are reshaping trade flows and energy security. Weak fuels demand growth while new capacity additions come online are challenging refiners to rethink operational and investment strategies. How do fundamentals, prices and expectations adjust to this new market regime? How does Latin America navigate the challenges of uncertainty?	Felipe Perez - S&P Global Kurt Barrow - S&P Global Gustavo Hopper - PRIO Julio Herrera - Ecopetrol
11:00 - 11:20		Coffee Break & Network
11:20 - 12:00	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
12:00 - 12:40	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. Effective peak-demand management and system flexibility require improved planning, coordination, and procurement strategies. As renewables increasingly shape the energy landscape alongside gas-fired generation, how will the market strategically balance these resources for the long term? How are policies and auctions evolving to respond to and embrace new paradigms in flexible power systems?	Emanuel Simon - S&P Global Marcelo Prais - ONS Italo Freitas - Eletrobras Marcelo Cruz Lopes - Eneva S.A.
12:40 - 13:10	Argentina’s Surge on Energy and Minerals	Argentina is showing early signs of economic stabilization, with monthly inflation dropping from over 25% in December 2023 to under 5% by mid-2025. As oil and gas production rises, the country is also expanding infrastructure and improving electricity access, boosting its potential as a reliable energy supplier in the Southern Cone. At the same time, Argentina is experiencing a surge in mining investment—particularly in lithium and copper—amid global demand for critical 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
13:10 - 14:30		Lunch & Network
Closing Session:
17:15 - 18:00	Fault Lines and Frontiers: Navigating a Fragmenting Global Order	As the pillars of globalization—rule of law, economic interdependence, and open markets—erode under the weight of rising nationalism and strategic rivalry, a more fragmented and unpredictable world is emerging. 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		Happy Hour & Network

Breakout 1: Innovation, Energy Transition & Future Technologies
Breakout 2: Supply, Markets & Upstream/Downstream Dynamics

Time	Description	Speakers
14:30 - 15:10	AI and Energy: Pioneering the Future of Resource Management Discover the transformative impact of artificial intelligence and new technologies on the energy sector. This session will showcase innovative solutions that enhance efficiency and drive sustainability in Latin America's energy markets.	Emanuel Simon - S&P Global Julien Debard - Databricks Fabio Yanaguita - Scala Data Centers Geraldo Rochocz - Radix
15:20 - 16:00	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
16:25 - 17:05	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. We will examine current sales trends for light, medium, and heavy-duty vehicles, the impact of policy decisions, and the outlook for the region's automotive market.	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
14:30 - 15:10	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
15:20 - 16:00	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. Experts will share insights on the pivotal role of NGLs, particularly liquefied petroleum gas (LPG), in the residential, commercial, and petrochemical sectors, and discuss latest global trends, regional production capabilities, and opportunities for collaboration to drive growth in the sectors.	Veeral Mehta - S&P Global
16:25 - 17:05	Exploration Horizons: Unveiling Opportunities and Supply Cost Trends in Latin America This session will delve into the exploration opportunities across Latin America, focusing on the evolving landscape of supply costs and their implications for investment decisions.	Ricardo Bedregal - S&P Global Dan Pratt - S&P Global Sylvia Anjos - Petrobras Alberto Ferrin - ExxonMobil
Closing Session:

Time	Description	Speakers
17:15 - 18:00	Fault Lines and Frontiers: Navigating a Fragmenting Global Order	As the pillars of globalization—rule of law, economic interdependence, and open markets—erode under the weight of rising nationalism and strategic rivalry, a more fragmented and unpredictable world is emerging. 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

Luciana Costa

Managing Director of Infrastructure, Energy Transition, and Climate Change at BNDES

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

Geraldo Rochocz

Chief Technology Officer - Radix

Fabio Yanaguita

LatAm Energy Director - Scala Data Centers

Aloisio Pelon

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

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 - 11:45		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 - 16:00		Coffee Break
16:00 - 16:30	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
16:30 - 17:45	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
17:45 - 19:30		Happy Hour & Network