Istanbul Commodity Insights Briefing

Hear market updates and the latest insights.

We are excited to invite you to the S&P Global Commodity Insights Briefing which will be held in-person in Istanbul, Turkey on June 25, 2025.

This complimentary event promises a dynamic agenda filled with market updates and the latest insights into the region's energy sectors. Our team of experts will be available to share their analyses and engage in discussions on critical topics.

Stay tuned for agenda updates in the upcoming weeks.

FREE EVENT STARTS IN

Agenda

Platts Benchmark Briefing
Market Briefing

8:15 am	Registration & networking
9:00 am	Mediterranean road transportation markets: The evolution of supply and demand fundamentals and key price benchmarks Virginie Malicier, Managing Editor, EMEA Middle Distillates
9:20 am	Bringing LPG price transparency to markets: Mediterranean supply, demand and price benchmarks Sasha Foss, Managing Editor, EMEA Light Ends
9:40 am	Impact of Med ECA and Red Sea diversions on Med fuel oil markets Med ECA: impact on regional residual fuel supply & demand Methodology developments in response to Med ECA Avoidance of the Red Sea impact on European fuel oil markets Rowan Staden-Coats, Manager EMEA Residual Fuels
10:00 am	Insights into the Tanker Freight Landscape for Crude and Refined Products Shipping capacity and fleet composition Freight rate trends and market sentiment Impact of geopolitics & regulations on rates and operations Nikolaos Aidinis-Antonopoulos, Managing Editor, EMEA Freight Markets
10:20 am	Panel discussion and Q&A
10:40 am	Networking Break
11:05 am	Polymers update: Turkey's polymer market faces rising competition and demand uncertainty Turkey’s polymer markets have faced headwinds ranging from oversupply to crippling economic conditions The region is set to see significant capacity expansion, with Turkey seen as a favourable import market Abdulaziz Ehtaiba, Petrochemicals Pricing Manager
11:25 am	Market update on Turkey ferrous scrap and rebar and the impact of regulations such as CBAM Abdi Salad, Price Reporter, EMEA Ferrous Scrap
11:45 am	Decarbonisation and impact on India ferrous scrap Rituparna Nath, Senior Price Reporter, EMEA Ferrous Scrap
12:05 pm	Panel discussion and Q&A Abdi Salad, Price Reporter, EMEA Ferrous Scrap Abdulaziz Ehtaiba, Petrochemicals Pricing Manager Rituparna Nath, Senior Price Reporter, EMEA Ferrous Scrap
12:25 pm	Networking lunch

*Agenda subject to change

12:30pm-1:05pm	Lunch with metals outlook
1:00 pm	Registration and networking
2:00 pm	Opening remarks Malick Diallo, VP, EMEA Sales, S&P Global Commodity Insights
2:10 pm	OPEC+ takes centre stage: OPEC+ decisions now primarily driver of oil prices, not Trump Dizzying changes in US tariffs create uncertainty, likely negatively affecting oil demand Market balance indicators point to rising global inventories Payam Hashempour, Associate Director, Crude Oil and Refining Research, S&P Global Commodity Insights
2:40 pm	Volatility abounds – tariff turbulence and the supply-demand balancing act: Tariffs and demand revisions – what are our assumptions on the demand response to uncertainty around US tariffs? The balance of new refinery ramp-ups versus refinery closures will drive product crackspreads and refinery margins - when will the market tip into excess supply, and how will margins respond? Eleanor Budds, Research and Analysis Director, S&P Global Commodity Insights
3:10 pm	Networking break
3:30 pm	Olefins & Polymers: Continued over-supply of olefins and polyolefins – when will the industry rebalance? Rationalization gaining momentum – will it help end the downcycle? Tariffs & trade-wars - the impact of protectionism on olefin feedstocks, demand and trade-flows Andy Orszynski, Director, Chemicals, S&P Global Commodity Insights Aromatics & Fibers Refinery product peaks and what that means for aromatics value chain China’s position today + 15th 5 year plan PES and PA fibers demand driven by fashion and other sectors PX-PTA-PES-Textiles-Apparel-Consumer Goods - US tariffs implications for Turkey Tatiana Bondar, Associate Director, Global Fibers Markets, S&P Global Commodity Insights
16:00 pm	European and Turkish Gas: Market outlook Recent changes in European gas supply and demand outlook Medium-term TTF gas price outlook Mid-term and long-term uncertainties around Russian gas supply (pipeline and LNG) to Europe European gas long-term update: key considerations and uncertainties Russia’s pivot to the East: updates on Russia’s long term gas strategy Turkey gas market update and long-term view: changing supply mix and its expanding role as a re-exporter to European markets Anna Galtsova, Research and Analysis Director, S&P Global Commodity Insights
16:30 pm	Navigating CBAM: Implications for Turkish Exports to Europe Turkey is a growing energy market and one that is on a transformative journey to decarbonize. One challenge is the introduction of Europe’s Carbon Border Adjustment Mechanism (CBAM). Given Turkey's deep trading ties with Europe, understanding the implications of CBAM is crucial. This session will explore: The rationale behind Europe’s CBAM Potential future changes as Europe’s focus shifts from climate to competitiveness and affordability What these developments mean for Turkish producers. Coralie Laurencin, Research and Analysis Director, S&P Global Commodity Insights
17:00 pm	Closing and networking drinks reception