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WEBINAR REPLAY:
SOUTHEAST ASIA RISING: THE IMPACT OF NEW CAPACITY ON STEEL AND RAW MATERIALS MARKETS

S&P Global Platts

Over the last few years, Southeast Asian steel producers have added blast furnace and EAF-based capacity in anticipation of growing demand, especially for construction steel. Today, the situation is less certain: what happens when new capacity comes online when economic growth could be faltering?

Watch the webinar replay Southeast Asia Rising: The Impact of New Capacity on Steel and Raw Materials Markets where S&P Global Platts Metals Editors discuss:

  • The impact of new and upcoming steel capacity in Southeast Asia

  • The subtle shifts in pricing power of steel producers

  • How trade flows have changed for the scrap market

  • China’s influence on the iron ore and metallurgical coal market

  • Increasing pressures EAFs face amid the capacity expansion in new blast furnaces

Speakers


Keith Tan

Senior Managing Editor, Steel & Scrap
S&P Global Platts

Keith Tan is senior managing editor for steel and scrap at S&P Global Platts, having joined in 2007 after earlier stints at petrochemical market information provider ICIS and DaimlerChrylser. Initially covering the Asian petrochemical markets out of the company’s Singapore office, Keith joined the metals group in 2010 and was part of the team that built the benchmark Iron Ore Index. He relocated to Shanghai in 2015 to expand the team’s coverage of Chinese steel exports and pricing. As of 2017, he heads coverage of steel and scrap markets in Asia. Keith graduated with first class honors from the National University of Singapore.


Samuel Chin

Associate Editor, Steel & Scrap Markets
S&P Global Platts

Samuel Chin is currently covering the ferrous scrap raw material market in Asia-Pacific. Prior to joining S&P Global Platts, Samuel was a physical trader in a Japanese trading firm and has an extensive background of over 4 years in the Southeast Asian containerized shipping market during his roles in service planning and marketing. Samuel holds a degree from the school of physical and mathematical science at Nanyang Technological University.


Jun Kai Heng

Associate Editor, Asia Iron Ore
S&P Global Platts

Jun Kai is an Associate Editor with the S&P Global Platts Iron Ore team, being responsible for the pricing valuation of iron ore products. He graduated with a Business Management degree from Singapore Management University in 2017.


Yi Le Weng

Associate Editor, Steel Raw Materials – Coking coal & Metallurgical coke
S&P Global Platts

Weng Yile is an Associate Editor in the Asia metals team, covering benchmark metallurgical coal and coke prices at S&P Global Platts, based in Singapore. She graduated with an Economics degree from Nanyang Technological University.

Agenda

3:00pm

Registration & Networking

3:30pm

Welcome Address and Introductions

Ross McCracken, Managing Editor, Energy Economist

3:40pm

Spot LNG: a market in transition

  • 2015: The year of the tender
  • Liquidity and transparency – emerging trends
  • Changing demands: Increased flexibility
  • LNG derivatives: Platts JKM TM swaps & the need for effective hedging tools

Stephanie Wilson, Managing Editor, Asia LNG

4:10pm

Europe as a balancing point for cargoes

  • How Europe has reacted to increased supplies in LNG
  • How the market is pricing US LNG exports into the forward curve
  • LNG derivatives: JKM TM swaps and emerging trends in liquidity

Desmond Wong, Managing Editor, Europe LNG

4:30pm

Networking Break

5:00pm

Looking ahead: The next 5 years…Pricing and fundamentals outlook

  • A supply glut from Australia and the US and consequences for the market
  • Price Convergence: Henry Hub, NBP and their importance as price anchors for Platts JKM TM
  • Time for change: The prospects for gas-on-gas pricing in the LNG market

May Mannes, Head of Gas & LNG Analysis (Eclipse Energy Group, a unit of Platts)

5:30pm

Panel discussion

Ross McCracken, Managing Editor, Energy Economist

6:00pm

Conclusion

Agenda subject to change

TIME UNTIL EVENT