S&P Global Platts Delhi Commodity Market Insights Forum

Delhi Commodity Market Insights Forum

Join us at the S&P Global Commodity Insights Delhi Commodity Market Insights Forum to stay informed and connect with your industry peers.

Get vital updates on energy transition, oil, LNG, shipping, petrochemicals, and metals markets. Hear from leading S&P Global Commodity Insights editors and analysts at the forum. Share your views, ask questions and make new connections while interacting with key decision-makers.

Pre-registration is compulsory and limited spaces are available.
Registrations will close on Tuesday, June 14, at 5 pm IST.

Key topics that will be covered at the event:

Energy transition trends in Asia
Global and Asia Oil Market Outlook
LNG market development and effects of Russia-Ukraine conflict
Olefins general, recycled plastics, Asia methanol
Asian steel: Paving the way for global steel markets

View the agenda now below to find out more:

FREE FORUM STARTS IN

Agenda

Morning
Afternoon (LNG and Petrochemicals)
Afternoon (Shipping, Metals, and Coal)

9:00 AM	Registration and Networking
10:00 AM	Welcome address Gauthier Mulder, Senior Commercial Director, South Asia, S&P Global Commodity Insights
10:05 AM	Opening remarks Pulkit Agarwal, Head of India Content, S&P Global Commodity Insights
10:10 AM	Keynote address Sandeep Kumar Gupta, Director (Finance), Indian Oil
10:20 AM	Energy Transition Mega Trends in the Energy Transition • How meeting climate and ESG requirements have been articulated through net-zero ambitions for companies and countries • Role of different clean energy technologies in the Energy Transition • Policy and financial mechanisms for faster adoption of clean technologies • Asia’s role in the energy transition and net-zero future Gauri Jauhar, Executive Director, Energy Transitions and Clean Tech Consulting, S&P Global Commodity Insights
10:45 AM	Energy Transition The Global Competitive Landscape for Hydrogen & Ammonia • What do the latest price trends across regions and feedstock tell us? • Competitiveness of hydrogen/ammonia as a fuel • Carbon Intensity centerpiece for blue/green hydrogen: the road to transparency Vipul Garg, Senior Pricing Specialist, Hydrogen and Ammonia, S&P Global Commodity Insights
11:05 AM	Energy Transition Merging Compliance and Voluntary Schemes: the opportunities for emissions trading • The role of carbon markets – both compliance and voluntary – and scope for growth • Update on carbon market pricing trends • Carbon market applications and carbon intensity premiums Kanchan Yadav, Senior Specialist, Pricing, S&P Global Commodity Insights
11:25 AM	Morning Break
11:35 AM	Oil Asia & Middle East oil markets updates • Opportunities and challenges for Asia’s crude oil markets • Development in Motor Transportation Fuel in 2022 Frank Zeng, Global Lead Crude Oil, Strategic Engagement and Intelligence, S&P Global Commodity Insights Jonathan Nonis, Associate Editorial Director, S&P Global Commodity Insights
12:15 PM	Oil • The Global Upstream Landscape • The return of ‘energy security as a national priority; what implications for ‘energy transition’? • How are IOCs and NOCs responding to the emerging political and economic landscape? • Growing role of NOCs in Upstream – how the competitive landscape is changing? Rajeev Lala, Associate Director, Upstream Companies and Transactions, S&P Global Commodity Insights
12:35 PM	Oil Global and Asia Oil Market Outlook • Global macro and oil demand Outlook • Global oil supply, balances, inventory changes, and prices • Asia oil market dynamics: demand, refining, product cracks, and refining margins • Implications for South Asia with a special focus on India Shreyans Baid, South Asia Oil Analyst, S&P Global Commodity Insights Abhishek Nambiar, Commodities Analytics Specialist, S&P Global Commodity Insights
1:05 PM	Shipping Tanker market going through a roller coaster ride • Global trade dislocation benefitting freight market • New emission regulations may disrupt the freight market Pradeep Rajan, Senior Managing Editor, Asia Pacific Shipping & Freight, S&P Global Commodity Insights
1:30 PM	Lunch break

Agenda subject to change

2:30 PM	LNG LNG market development and effects of the Russia-Ukraine conflict • Impact of Russia-Ukraine conflict on global LNG and gas markets • Market volatility and liquidity – LNG term and spot pricing amid industry changes in Asia • JKM and WIM methodology development, with Market on Close analysis Kenneth Foo, Managing Editor, S&P Global Commodity Insights
3:00 PM	LNG LNG Market Outlook – Asia’s Changing Role Amid High Spot Prices • Outlook for demand as Europe Requires more LNG • When might spot prices fall? What is driving the volatility? • When will the new supply come online? What supply is at risk? Ayush Agarwal, Energy Analyst LNG, S&P Global Commodity Insights
3:30 PM	Afternoon break
3:45 PM	Petrochemicals Geo-political uncertainties drive volatility in petrochemicals • Asian aromatics in the face of China's capacity expansion, pandemic lockdowns • Changing trade flows in methanol following the Russia-Ukraine war • Recycled polyolefins divergence from virgin supplies Gustav Holmvik, Petrochemicals Analyst, S&P Global Commodity Insights Stuti Chawla, Managing Editor India, S&P Global Commodity Insights Kamna Kapoor, Associate Editor Petrochemicals, S&P Global Commodity Insights
4:45 PM	Petrochemicals Petchem Analytics Eshwar Yennigalla, Senior Analyst Petrochemicals, S&P Global Commodity Insights Stephnie Liew, Commodity Sales Specialist, S&P Global Commodity Insights
5:15 PM	End of forum

Agenda subject to change

2:30 PM	Shipping • Dry Bulk facing challenges and opportunities • Dry Bulk sailing through Energy Transition and Decarbonization Shriram Sivaramakrishnan, Managing Editor, Asia Pacific Dry Bulk Freight, S&P Global Commodity Insights
3:00 PM	Metals Iron ore and coking coal market update • Latest market trends of seaborne iron ore and met coal, – key drivers & flags • Spot trades overview - observed trade flow shift & market liquidity • Pellet market overview • Iron ore supply chain decarbonization – key developments to look out for • What is next in iron ore’s journey of evolution? Keith Tan, Associate Director, Metals Pricing, S&P Global Commodity Insights
3:30 PM	Afternoon break
3:45 PM	Metals Asian steel: Paving the way for global steel markets • Impact of China’s decarbonization goals on market movement • The India factor: Emergence as an exporter of choice • Demand outlook amid supply shocks emanating from COVID-19, Russia-Ukraine War Ashima Tyagi, Senior Editor, Steel, S&P Global Commodity Insights
4:15 PM	Metals Steel Outlook Jarek Mlodziejewski, Metals & Mining Insights Specialist, S&P Global Commodity Insights
4:45 PM	Coal Indian impact on seaborne coal prices • Impact of domestic production on Indian imports • Changing trade flows amid price volatility • Suppliers' response to India's demand Deepak Kannan, Head of Global Coal Pricing, S&P Global Commodity Insights
5:15 PM	End of forum

Agenda subject to change

Oil Price Assessment Methodology Training

This session is held on June 24 and will commence at 3.45 pm in a separate meeting room. Please include this in your registration if you will like to attend.