ONGC & OVL Customer Day 2023

ONGC & OVL Customer Day 2023 by S&P Global Commodity Insights

Join us at the ONGC & OVL Customer Day 2023 hosted by S&P Global Commodity Insights to gain an in-depth look at the top trends shaping the energy and commodities markets from our team of analysts. This exclusive event features an agenda exclusively tailored to ONGC & OVL, covering key topics such as:

Global Oil Market Outlook
Indian, Middle East & Asian crude market
Shipping
Global LNG and gas prices and market outlook
Energy Transition

We look forward to seeing you!

FREE IN PERSON EVENT STARTS IN

Agenda

Time	Topic	Speaker
10:30 – 11:00	Registration with tea/coffee
11:00 – 11:10	Welcome Remarks	Ching Ong, Vice President, APAC Commercial & Global New Business, S&P Global Commodity Insights
11:10 – 11:20	Opening remarks by ONGC	Smt. Pomila Jaspal, Director (Finance), ONGC
11:20 – 11:30	Opening remarks by OVL	Shri. Anupam Agarwal, Director (Finance), ONGC Videsh
Session 1: India's Energy Pathways - Role of Oil in Energy Security
11:30 – 12:00	What is the outlook of Global Oil Market in 2023: Supply-shocks vs demand-drivers? Impact of Russia - Ukraine war, geopolitics and macroeconomic headwinds on oil market Outlook for Russian crude and oil products supplies and its trade flow Outlook for Indian oil market and crude sourcing strategy of Indian refiners	Premasish Das, Executive Director, Research and Analysis, Oil Markets, Midstream and Downstream, S&P Global Commodity Insights
12:00 – 12:25	What will set prices in Indian market in 2023: Russian crude barrels or traditional Middle-East crude? Impact of Russian supply vs Asian demand on the region's crude prices Price trends in the Indian, Asian, Middle East and European crude markets Update on Dated Brent, Dubai, Oman crude price benchmarks	Gurdeep Singh, Associate Editorial Director, Asia and Middle East Crude and Residual Fuel Markets, S&P Global Commodity Insights
12:25 – 12:40	Are trade-flow disruptions in oil market a short-term phenomenon and its implications? Trade flow disruptions extending freight market recovery Sanctions forcing longer tanker voyages, tightening of tonnage supply Crude tankers sector benefiting from Russia sanctions, China’s re-opening	Pradeep Rajan, Senior Managing Editor, Asia Frieght, S&P Global Commodity Insights
12:40 – 13:00	Editors and Analysts Roundtable Key takeaways from session 1 on "India's Energy Pathways - Role of Oil in Energy Security" Questions & Answers	Moderator: Abhishek Nambiar, Oil & NGL Specialist, Midstream and Downstream, S&P Global Commodity Insights Panelists: Premasish Das, Gurdeep Singh, Pradeep Rajan
13:00 – 14:00	Lunch
Session 2: India's Energy Pathways - Role of Upstream and Natural Gas in India's Energy Security & Energy Transition
14:00 – 14:35	What are the key developments shaping Upstream in 2023? What are the five key messages for the E&P industry? How are GIOCs and NOCs navigating the opportunities and challenges of ‘core carbon’ and ‘low carbon’? What are the key drivers and opportunities shaping 2023 upstream M&A landscape?	Rajeev Lala PH.D., Associate Director, Upstream Companies and Transactions, S&P Global Commodity Insights Kallol Saha, Associate Director, Upstream Companies and Transactions, S&P Global Commodity Insights
14:35 – 15:10	Natural Gas as low-carbon fuel and its affordability for Indian market Demand outlook and prices in 2023 as winter approaches Supply outlook including Russian LNG and its possible destinations India’s LNG import outlook and domestic gas price (HPHT and APM) trends Changes to LNG trade flows post Russia-Ukraine war How has spot and term contracts pricing and indexation changed?	Ayush Agarwal, LNG Analyst, S&P Global Commodity Insights Shermaine Ang, Global Lead - LNG Strategic Engagement & Intelligence, S&P Global Commodity Insights
15:10 – 15:30	Editors and Analysts Roundtable Key takeaways from session 2 on "Role of Upstream and Natural Gas in India's Energy Security & Energy Transition" Questions & Answers	Moderator: Gauri Jauhar, Executive Director, Energy Transition & Cleantech Consulting, S&P Global Commodity Insights Panelists: Rajeev Lala PH.D., Ayush Agarwal, Shermaine Ang, Jyoti Swarup Patnaik
15:30 – 15:50	Coffee Break
Session 3: India's Energy Pathways - Role of green-energy sources & technologies in India's Energy Transition
15:50 – 16:05	Clean energy technology and opportunities for India The global push for clean energy technologies The need to ramp supply chains and key bottlenecks Opportunities and growing prominence of India as a Cleantech manufacturing hub	Indra Mukherjee, Associate Director, S&P Global Commodity Insights
16:05 – 16:30	Role of Green Hydrogen and Ammonia in Energy Transition Global Hydrogen developments – Supply/Demand trends Drivers for Hydrogen production and transportation cost Trends in Hydrogen and Ammonia prices: Current v/s future	Vipul Garg, Editor, Hydrogen Pricing, S&P Global Commodity Insights Suresh Sivanandam, Energy Transition Specialist, S&P Global Commodity Insights
16:30 – 16:55	Perspective on Voluntary Carbon Markets Views on emissions market Differentiating Carbon Credits from Allowances Landscape of India's domestic carbon market and its growth prospects	Abhijeet Thakkar, Carbon Analyst, S&P Global Commodity Insights Kanchan Yadav, Senior Editor, Carbon Pricing, S&P Global Commodity Insights
16:55 – 17:15	Editors and Analysts Roundtable Key takeaways from session 3 on "Role of green-energy sources & technologies in India's Energy Transition" Questions & Answers	Moderator: Suresh Sivanandam, Energy Transition Specialist, S&P Global Commodity Insights Panelists: Indra Mukherjee, Abhijeet Thakkar, Kanchan Yadav, Vipul Garg
17:15 – 17:25	Closing remarks by ONGC & OVL	Senior ONGC & OVL Representative
17:25 – 17:30	Closing remarks by S&P Global Commodity Insights & End of day	Gauthier Mulder, Senior Commercial Director, South Asia, S&P Global Commodity Insights