Client Analytics Seminar from S&P Global Platts

Understanding the state of the global energy market

The S&P Global Platts Analytics Client Virtual Seminar Asia is a one-of-a-kind event highlighting our short-term and long-term outlook for crude oil and petroleum products, natural gas, coal and power.

The Seminar leverages our experience to deliver an interactive virtual event for energy market participants in Asia Pacific and the Middle East. This event is aimed at helping you to understand current market opportunities and challenges, allowing you to be armed with broad and deep analysis, to make decisions with conviction.

During this two-day virtual seminar, you will be able to select from multiple sessions featuring our team of global analysts who are located close to the action - whether that’s London or New York, Houston or Singapore – helping you to connect the dots more clearly.

Simply fill out the registration form to secure your place at this complimentary event. You can return to this site anytime to see the updated agenda and list of speakers.

Why attend?

- Deep dives into regional oil, gas/LNG, coal and power, and NGL/petrochemical markets
- Global market fundamentals, outlooks, and price forecasts
- Share your views and ask questions
- Network with our specialists
- Access to the presentation slides

This is a closed-door invitation only event. We thank you for your kind understanding in advance.

Registration will close on 20 September 2021, 5pm Singapore Time.

Agenda

Day 1 - September 22, Wednesday

1:00 pmWelcome and state of the global energy market address • How an integrated commodities market copes with uncertainties surrounding COVID-19?
• Put the pieces together – lingering challenges of the recovering economy
• The path forward – What’s next for global oil, NGLs/petrochemicals, biofuels, gas/LNG, coal and power markets? What’s the impact of energy transition on today’s market? Chris Midgley, Head of Global Analytics, S&P Global Platts
Panel of leadership exchange – risks & opportunities for oil, NGLs and petrochemicals • Macro – what are the major risks to the recovery of the economy?
• Global oil demand – will 2022 demand continue to grow above the long-term trend?
• Biofuels – Will biofuels supply growth outpace that of crude oil?
• Global Oil Supply – Where will the growth come from in 2022?
• Refining – How will overcapacity and weak margins resolve?
• Biofuels – Set to displace more barrels as fuel demand recovers
• NGLs/petrochemicals – Trade-offs between LPG and naphtha
• Oil Prices – Where are they headed now?
• Global oil trade shifts and arbitrage economics

Moderated by: Chris Midgley, Head of Global Analytics, S&P Global Platts
Kang Wu, Head of Global Demand and Asia Analytics, S&P Global Platts
Rick Joswick, Head of Global Oil Analytics, S&P Global Platts
Patricia Luis Manso, Head of Agriculture and Biofuels Analytics, S&P Global Platts
Nicole Leonard, Manager, Integrated Analytics, S&P Global Platts
2:30 pmBreak between sessions
2:45 pmNGLs, petrochemicals, and aromatics with a focus on Asia • Global NGLs – Balancing the market: demand growth in China, Supply growth in ME/US
• Catching the next wave – what will the next petrochemical cycle bring?
• Naphtha supply and demand now and over the medium term
• Plastics recycling – high aspirations but challenging operations

Rick Joswick, Head of Global Oil Analytics, S&P Global Platts
Yi-Jeng Huang, Analyst, Global Petrochemicals, S&P Global Platts
Manish Sejwal, Analyst, Asia Oil Markets, S&P Global Platts
Eshwar Yennigalla, Senior Analyst, Petrochemicals, S&P Global Platts
3:45 pmBreak between sessions
4:00 pmFocus on East of Suez oil markets • Will Asia lead the global demand growth in 2022?
• The Middle East – Competition for supplying Asia
• What’s OPEC’s future with the return of Iran?
• How will Asian refiners cope in the post-pandemic era?
• Changes in product specs and regional product trade patterns
• China’s oil market dynamics – What are the drivers of China’s oil demand growth? Will refining economics ultimately rule the country’s product exports?
• Advanced biofuels in Asia – prospects for HVO and renewable feedstocks

Kang Wu, Head of Global Demand and Asia Analytics, S&P Global Platts
Zhuwei Wang, Manager, Asia Oil Analytics, S&P Global Platts
Nareeka Ahir, Political Risk Analyst, Supply and Production, S&P Global Platts
JY Lim, Advisor, Asia Oil Markets, S&P Global Platts
Grace Lee, Senior Analyst, China Oil Market, S&P Global Platts
Manish Sejwal, Analyst, Asia Oil Markets, S&P Global Platts
Loren Puette, Analyst, Biofuels, S&P Global Platts
5:15 pmEnd of Day 1

Day 2 - September 23, Thursday

1:00 pmWelcome & opening address Chris Midgley, Head of Global Analytics, S&P Global Platts
Panel of leadership exchange – risks & opportunities for gas/LNG, coal and power • Global dynamics in an over-supplied market with weakening demand
• Asian LNG demand outlook
• How will coal compete with natural gas in global and European power markets
• Evolution of power markets in Asia

Moderated by: Chris Midgley, Head of Global Analytics, S&P Global Platts
Simon Thorne, Head of Generating Fuels Analytics, S&P Global Platts
Nicole Leonard, Client Engagement Manager, S&P Global Platts
2:00 pmBreak between Sessions
2:15 pmGas/LNG, coal & power with a focus on Asia • Global LNG Outlook
• JKM outlook – where will prices be headed?
• Global power markets – Trends in renewable growth, nuclear and how it impacts the thermal gap
• Outlook for Asian coal – Is there a place for coal as countries undergo energy transition?

Simon Thorne, Head of Generating Fuels Analytics, S&P Global Platts
Jeff Moore, Manager, LNG Analytics, Asia, S&P Global Platts
Matt Boyle, Senior Analyst, Global Coal Markets, S&P Global Platts
Andre Lambine, Global Power Analytics, S&P Global Platts
3:30 pmBreak between Sessions
3:45 pmSummary, conclusions, and final Q&A • Oil Supply and Demand
• Petrochemicals
• Biofuels
• Gas/LNG
• Coal and power
• Energy Transition – Impact on energy investment
• Implications for Asia

Chris Midgley, Head of Global Analytics, S&P Global Platts
Kang Wu, Head of Global Demand and Asia Analytics, S&P Global Platts
Simon Thorne, Head of Generating Fuels Analytics, S&P Global Platts
Patricia Luis Manso, Head of Agriculture and Biofuels Analytics, S&P Global Platts
4:15 pmEnd of Day 2