The Calgary Commodity Insight Briefing is an exclusive event designed for you to explore industry trends, forecasts, and insights. Join our experts for a comprehensive lineup of sessions that delve into critical topics affecting global markets.
 

This cross-commodity event will focus on:

 
  • — Geopolitics shaping America's crude flows
  • — TMX and it's impact on trade flows
  • — LNG and Natural Gas outlook
  • — Global supply/demand and geopolitics
  • — Canadian crude markets 
  • — New global energy evolution scenarios
 

THIS EVENT STARTS IN



Agenda

Wednesday, September 17, 2025
  • 8:00 am Registration and networking breakfast
  • 8:45 am Welcome remarks
    Chris Ferrell, Director, Americas Market Engagement,
    S&P Commodity Insights
  • 8:50 am  PANEL DISCUSSION  Global crude oil market update - an outlook on supply, demand and prices
    — How is global oil demand growth shifting as mainland China's market matures?
    — As OPEC+ unwinds its cuts, is the oil market heading towards another cycle of oversupply?
    — Will US shale once again play the role of swing producer?

    Moderator: Chris Ferrell, Director, Americas Market Engagement,
    S&P Commodity Insights
    Evan Howell, Managing Editor - Americas Crude Oil,
    S&P Global Commodity Insights
    Alex Saucer, Reporter - Crude Oil Canada,
    S&P Global Commodity Insights
    Aaron Brady, Executive Director, Crude Oil Markets,
    S&P Global Commodity Insights
  • 9:50 am Forecasting the Future: Unveiling S&P Global's new scenarios for global energy evolution
    — How will governance, economic growth, technological advancement, and climate policy evolve under different scenarios and assumptions?
    — Focusing on the role of Emerging Markets and Developing Economies (EMDEs), how will their influence on the global stage evolve and what does it mean for Canada?
    — What are the pathways for decarbonization, and is it even possible?

    Jeffrey Moore, Associate Director, Scenarios - Energy Transition,
    S&P Global Commodity Insights
  • 10:15 am Coffee and networking break
  • 10:45 am Canadian crude markets - pipelines and production
    — Canadian crude oil production outlook
    — Short term and long term
    — Canadian export pipeline capacity and utilization
    — Canadian crude pricing outlook

    Celina Hwang, Director, Crude Oil Markets,
    S&P Global Commodity Insights
  • 11:10 am Americas Freight Market: Navigating impacts of TMX and US port fees
    — What shifts in the dirty tanker spot market have been seen as TMX freight trade ramps up?
    — How are geopolitical volatility and oil market fundamentals shiftinf freight rates?
    — What are the potential impacts to the tanker markets as US port fee discussions loom?

    Catherine Kellogg, Senior Price Reporter, Americas Freight Markets,
    S&P Global Commodity Insights
  • 11:40 am AltView: Another take on the oil markets
    — AltView perspective on global S/D fundamentals
    — Oil markets setting up for a big change coming in 2026
    — NA supply through the medium term

    Sami Yahya, Senior Principal Analyst,
    S&P Global Commodity Insights
  • 12:05 pm Networking Lunch
  • 1:05 am Carbon Capture & Storage
    Kevin Birn, Head of Carbon & The Centre of Emissions Excellence,
    S&P Global Commodity Insights
    Michale Belekie, President and CEO,
    Advantage Energy Ltd.
  • 1:35 pm Market update: LNG Canada, North American fundamentals and the evolving usage of LNG benchmark pricing
    — How has the recent start up of LNG Canada impacted fundamentals in Canada?
    — Enter Exploring the use of LNG benchmarks to price feedgas contracts for LNG projects point text
    — What shifts in the dirty tanker spot market have been seen as TMX freight trade ramps up?
    — How are geopolitical volatility and oil market fundamentals shifting freight rates?
    — What are potential impacts to the tanker markets as US port fee discussions loom?

    Ian Archer, Associate Director, Canadian Natural Gas,
    S&P Global Commodity Insights
    Lucy Brown, Market Engagement Leader, LNG ,
    S&P Commodity Insights
  • 2:20 am Market Overview: NGL and refined products landscape in Western Canada
    — LNG Canada impacts on Western Canada NGL market
    — West Coast LPG development
    — US Midwest refined product markets

    Hunter Marrow, Senior Price Reporter, Americas Refined Products,
    S&P Commodity Insights
    Bill Rawlusyk, Director, NGL Markets,
    S&P Commodity Insights
  • 3:00 pm Navigating supply chain challenges in a volatile environment
    Pritesh Patel, Executive Director,
    S&P Global Commodity Insights
  • 3:25 pm RSM - naphtha and olefins
    Asad Khan, Executive Director,
    S&P Commodity Insights
  • 3:50 pm Closing Remarks
    Chris Ferrell, Director, Americas Market Engagement,
    S&P Commodity Insights

Speakers

 
 
  • Ian Archer, Associate Director, Gas, Power and Renewables,
    S&P Global Commodity Insights
  • Kevin Birn, Head of Carbon & The Centre of Emissions Excellence,
    S&P Global Commodity Insights
  • Aaron Brady, Executive Director,
    S&P Global Commodity Insights
  • Lucy Brown, Market Engagement Leader - LNG,
    S&P Global Commodity Insights
  • Evan Howell, Managing Editor - Americas Crude Oil,
    S&P Global Commodity Insights
  • Celina Hwang, Director, North American Crude Oil Markets,
    S&P Global Commodity Insights
  • Catherine Kellogg, Senior Pricing Specialist, Americas Tankers,
    S&P Global Commodity Insights
  • Asad Khan, Executive Director,
    S&P Global Commodity Insights
  • Hunter Marrow, Senior Price Reporter, Americas Light Ends,
    S&P Global Commodity Insights
  • Jeff Moore, Manager, Long Term Natural Gas,
    S&P Global Commodity Insights
  • Pritesh Patel, Executive Director,
    S&P Global Commodity Insights
  • Sami Yahya, Senior Energy Analyst,
    S&P Global Commodity Insights


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Venue

Fairmont Palliser
133 9 Ave SW
Calgary, AB T2P 2M3, Canada

News & Insights


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FAQs

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Guido Falconi

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Event terms and conditions

Click here to view the full event terms and conditions, then use the drop-down menu to select the Americas Region event category.