S&P Global Commodity Insights Cairo Forum

Hear market updates and the latest insights on the global energy markets

New for 2024, we are excited to invite you to our inaugural S&P Global Commodity Insights Cairo Forum, in collaboration with the Ministry of Petroleum & Mineral Resources. This event will be held in-person in Cairo, Egypt on October 8th, 2024.

Join us at this exclusive event for a packed agenda of market updates and the latest insights on the global energy markets. Our respected speakers will be on-hand to share their analyses and discuss key issues with you.

Key area of focus will include:

An update on key global crude benchmarks
LNG market outlook
Trends shaping chemicals markets
Latest trends in tanker, LNG, and dry bulk freight markets
Upstream regional dynamics

Reasons to attend:

A full day of content. Gain valuable insights and cross-commodity coverage on the latest updates in the energy sector and outlook for the year ahead
Pose your questions to the experts. Hear from our own thought leaders and join the discussion with various opportunities for Q&A
Network with your peers. The forum will bring together senior leaders, giving you the perfect opportunity to connect with the energy community

Please note that places for this forum are limited and registration will close on the morning of Friday, October 4, 2024. We look forward to seeing you there!

FORUM STARTS IN

Agenda

Morning Plenary
Afternoon Sessions

8:15am	Registration & networking
9:00am	Welcome remarks Ministry of Petroleum & Mineral Resources
9:15am	Oil Market Outlook: Balancing supply and demand – key themes for 2025 and beyond Demand: Macro outlook and slowing demand growth Supply: Supply growth and spare capacity Refining: Is the golden age over? Longer term: reflections on the energy transition Claire Godard, Director, Oil Markets, S&P Global Commodity Insights
9:55am	Platts Crude Benchmark Update An update on key global crude benchmarks Platts Dated Brent and the evolution of the Brent Complex Changes in crude pricing dynamics Dan Colover, Associate Director of Global Engagement & Intelligence, S&P Global Commodity Insights
10:35am	Networking break
11:00am	The re-ordering of the global gas market Has the global gas market rebalanced? What is the impact of the impending LNG supply wave? Are we heading back toward oversupply? The outlook for key gas benchmark prices James Taverner, Research and Analysis Director, S&P Global Commodity Insights
11:40am	Global LNG benchmarks An update on key global LNG benchmarks Platts price assessment methodology Global LNG pricing market update Karim Elafany, Managing Editor Americas & EMEA LNG, S&P Global Commodity Insights
12:20pm	The evolution of global LPG markets Global LPG market overview The changing roles of North America and the Middle East Asian petrochemical demand growth Opportunities for clean cooking in Africa European and Med LPG markets Evolution of regional trade flows Waterborne lifting trends Global and regional price outlook LPG price drivers Price outlook Waterborne market and freight rate outlook Fernando Covas, Executive Director & Lead for Europe, CIS, and Africa NGL research, S&P Global Commodity Insights
1:00pm	Networking lunch

*Agenda subject to change

Commodities Markets
Upstream

2:00pm	Chemical Trends: Challenges abound as markets markets face uncertain times Closer look at the trends shaping key chemical markets Demand and supply imbalance, logistic issues, global conflicts Feedstocks and impact on chemical margins and price outlook Ryan Monis, Director, Consulting, S&P Global Commodity Insights
2:30pm	Liquid bulk, Dry Bulk Shipping outlook and impact of Decarbonization Impact of geopolitics on shipping tonnage demand and importance of Suez Canal Liquid and Dry Bulk trade update and freight outlook Decarbonization: update on regulations, impact on shipping and bunker landscape Anuj Garg, Associate Director, Principal Dry Bulk Shipping Research Analyst, S&P Global Commodity Insights
3:00pm	Managing Market Risk in a volatile oil market Antonio Juliano, Manager Commodity Risk, S&P Global Commodity Insights
3:30pm	Closing Remarks Mohammad Kurdi, Commercial Director, S&P Global Commodity Insights
3:35pm	Networking drinks reception

*Agenda subject to change

2:00pm	Global energy trends Review of the energy mix and emissions scenarios Energy sector spending across the value chain Evolving policy and terms Strategies for a lower-carbon future Mike Wynne, VP, Upstream International, S&P Global Commodity Insights
2:20pm	East Mediterranean Regional Dynamics East Mediterranean exploration success and implications for exports and infrastructure Critical paths for the East Mediterranean region to monetize its export potential and Egypt's role within that What roadmap for the region: from gas hub to energy hub? Cat Hunter, Director, Upstream, S&P Global Commodity Insights Cyril Ruchonnet, Associate Director, Upstream, S&P Global Commodity Insights
2:45pm	Remaining resource potential of Egypt and the Eastern Mediterranean Future volume and value Ranking of the evaluation areas Average future discovery size Price sensitivities Paul Ventris, Geologist, GIS-pax
3:20pm	Closing Remarks
3:30pm	Networking reception