London Energy Forum 2025

London Energy Forum

Thank you for your interest in the Platts London Energy Forum 2025. Please note, registration is now closed due to capacity.

Join us on February 24, 2025 as the global energy community convenes in London to kick off International Energy Week.

London Energy Forum’s key theme for 2025 will centre around serving tomorrow’s markets; how we integrate traditional energy markets and future energies. We’ll once again be bringing you unparalleled insights, networking opportunities, and discussions on the pressing challenges and emerging trends that will define the energy landscape of tomorrow.

Key areas of focus:

Gain updates on Platts benchmarks and price assessments
Gain insights into the outlook for global energy markets
Cross-commodity transformation of the modern date market

Why attend

Unrivalled insights: immerse yourself in over 5 hours of content, equipping you with the knowledge to make informed decisions in rapidly evolving energy markets
Specialized breakouts: our breakout sessions focused on key areas impacting the energy sector, ensuring you gain targeted insights aligned with your interests
Interactive Q&A: engage directly with our experts, pose your burning questions, and share your perspectives on the challenges shaping the energy landscape
Networking opportunities: connect with industry peers and S&P Global Commodity Insights experts in a vibrant networking environment
Schedule 1-to-1 meetings: schedule personalized meetings with subject matter experts and analysts to address your specifics queries

Agenda

Morning Plenary
Afternoon Sessions

8:00am	Registration & networking
9:30am	Chair's remarks Joel Hanley, Global Director, Crude & Fuel Oil Markets
9:35am	S&P Global Commodity Insights welcome Dave Ernsberger, Co-President
9:45am	Platts benchmark update An update on key global crude benchmarks Integration of WTI Midland into Platts Dated Brent Richard Swann, Head of Established Benchmarks
10:05am	Oil market outlook for 2025—and beyond Join us as we present our house view oil market outlook alongside our AltView, an independent, stand-alone, second forecast view for crude oil and refined products for S&P Global Commodity Insights. This interactive session will bring together our two views as we discuss what may be in store for the oil market in 2025 Jim Burkhard, Global Head Crude Oil & Mobility Research Shin Kim, Head of AltView Moderator: Joel Hanley, Global Director, Crude and Fuel Oil Markets
10:45am	Networking break
11:00am	Optional workshop West Africa spotlight: Dangote refinery changing the landscape for Atlantic basin oil product flows Where is the Dangote refinery exporting to? What changes to oil product supply and crude demand balances are taking place? The changing specifications of West African oil product imports The effect of Dangote on the existing refinery landscape Moderator: Sasha Foss, EMEA Light Ends Manager Matthew Tracey-Cook , Senior Price Reporter, EMEA Gasoline Kelly Norways, Downstream Oil News Reporter Rebeka Foley, Principal Analyst, Oil Markets George Delaney, Senior Price Reporter, Crude Oil
11:30am	Global Gas and LNG market update Michael Stoppard, Global Gas Strategy Lead
11:50am	Serving tomorrow’s markets: biofuels place in the energy mix The transportation fuel sector is rapidly evolving, driven by a tapestry of government mandates and policies aimed at reducing carbon emissions. Join our panel of experts as they discuss the increased use of biofuels as part of this energy transition, the challenges and opportunities in this dynamic landscape and the critical role benchmarks can play in shaping the future of biofuels. How are the latest policy announcements shaping trade flows? How effective is the expansion of biofuels into marine and aviation sector? Biogenic and waste feedstocks: is there enough to go round? Will current e-SAF investment enough to meet mandates? How is the refining industry reacting to lower demand? Why are benchmarks so important for the future of biofuels? Moderator: Charlotte Radford, Group Manager, Price Group Partners - Emerging Benchmarks Sophie Byron, Global Head of Biofuels Pricing Christoph Berg, Head of Biofuels Analytics Nathan Nguyen, Analyst - Renewable Fuels Research Gary Clark, Associate Editorial Director, EMEA Clean Refined Products
12:30pm	Networking lunch

*Agenda subject to change

1:00-1:45pm

Panel discussion: Metals and minerals and their role in energy transition

What is the outlook for energy transition metals and critical minerals like lithium and copper?
How is CBAM expected to impact steel and aluminum markets?
What is the market appetite for a "green premium"?
How are geopolitics, trade wars and protectionism impacting prices, trade flows and markets?

Moderator: Shivani Singh, Associate Regional Pricing Director, EMEA Metals
Laura Varriale, Manager Price Reporting, EMEA Ferrous Metals
Simran Jodha, Senior Pricing Reporter, EMEA Battery Metals
Evan Millard, Associate Research Analyst, Metals and Mining
Gavin Montgomery, Principal Analyst, Metals and Mining

Breakout track 1
Breakout track 2

1:45pm	Modest demand growth and geopolitical uncertainty in the crude oil landscape How might the outlook for the crude oil market evolve in light of soft demand growth and its impact on pricing through late 2024? What key themes and recent trends are shaping the Dated Brent benchmark? In what ways do diminishing supply risks from the Middle East affect the overall support for crude prices following a turbulent year? What factors will drive the upstream production outlook for leading European and OPEC+ crude oil exporters in the coming years Francesco Di Salvo, Editorial Director, Crude Oil Rosemary Griffin, Managing Editor Sam Angell, EMEA Crude Oil Pricing Manager Payam Hashempour, Associate Director, Oil, Joey Daly, Associate Editor - EMEA Crude Oil
2:30pm	Brief intermission
2:35pm	Refined oil products and chemicals: supply-chain resilience in the face of market shocks How do the ongoing conflicts in the Middle East and recent shipping attacks on the Bab el-Mandeb Strait impact global oil prices? In what ways does the ramp-up of the Dangote refinery create a supply cushion for Europe, and what implications does this have for the market? What are the factors contributing to anaemic demand in European economies, and how might potential trade tariffs exacerbate this situation? How could the establishment of the Mediterranean ECA-Zone influence the demand for distillates, and what are the broader implications for the region's energy landscape? What trends are emerging in the chemicals markets, and how are trade flows adapting to these changes? Moderator: Gary Clark, Associate Editorial Director, EMEA Clean Refined Products Eleanor Budds, Research and Analysis Director, Oil Virginie Malicier, EMEA Middle Distillates Manager Aleksandra Zhagrina, Associate Editor, EMEA Petrochemicals
3:20pm	Brief intermission
3:25pm	Navigating a sea change: current trends and Future outlook in tanker shipping The role of regulations and geopolitics in shifting trade patterns The future of the fleet Upcoming challenges for shipowners The rise of alternative marine fuels and their implications Moderator: Nikolaos Aidinis Antonopoulos, Managing Editor, EMEA Freight Markets Rowan Staden-Coats, Managing Editor, EMEA Residual Fuels Cresida Rodrigues, Panamax Freight Market Reporter Masrur Choudhury, LNG Freight Market Reporter Fotios Katsoulas, Associate Director, Lead Analyst Tanker Shipping & Alternative Fuels
4:00pm	Close of forum

*Agenda subject to change

1:45pm	Global gas in a European context; market outlook for this year and next Low storage levels and high prices in Europe - what's next? Ongoing implications for Europe of the Ukrainian transit halt US LNG developments, North America beyond Henry Hub Sea Stream - Germany's gas delivery premium and LNG's role in the European market Market transparency through LNG price benchmarks Stuart Elliott, Senior Gas Writer Lucy Brown, Market Engagement Lead, LNG Julie Fisher, Manager, Price Reporting, EMEA Natural Gas Alun Davies, Senior Director, European Gas James Taverner, Research and Analysis Director, Global Gas and LNG
2:30pm	Brief intermission
2:35pm	Power & renewables: pricing impact of changing supply and demand Coping with spot price volatility. Adapting to changing generation and consumption Surge in renewables, solar, wind and batteries Pricing impact of negative capture prices. Are batteries the answer to lost renewables revenue Infrastructure, regulation and interconnections across Europe Growth in Asia power demand. Expanding Asia power market reporting Financing projects via PPAs, what changes in 2025 Moderator: Annalisa Jeffries, Global Head Power Pricing Coralie Laurencin, Executive Director – Hydrogen and Low-Carbon Gas Henry Edwardes-Evans, Associate Editorial Director, Power Glenn Rickson, Head of Short-term, European Power Bruno Brunetti, Manager, Low Carbon Electricity Analytics
3:20pm	Brief intermission
3:25pm	Spotlight on environmental attribute certificates: geopolitics, policy, and markets in flux Environmental attribute or certificate markets are rapidly expanding in size and importance globally, spanning new commodities such as Biomethane, Carbon, Hydrogen and Renewables. This session will explore: Strategic importance of EACs in achieving decarbonization goals amidst low prices and market volatility Flagship policies shaping these markets and how they are changing, in the current geopolitical context Different types of certificates, new market developments, geographic nuances, key price trends, and compliance versus voluntary market aspects Interplay between the market integration, liquidity, price trends and regulatory challenges for Biomethane; Power Purchase Agreements (PPAs), Renewable Energy Certificates (RECs) and Voluntary and Compliance Carbon credits Marie-Louise Dubois, Global Head of Carbon Pricing, Energy Transition Eklavya Gupte, Editorial Lead, Carbon Market News Charlotte James, Global Head, Renewables Pricing Desmond Wong, Senior Editor, Energy Transition Ayca Tasli, Consulting Manager, Global Power & Renewables
4:00pm	Close of forum

*Agenda subject to change

FREE FORUM STARTS IN

Speakers

Dave Ernsberger

Co-President of S&P Global Commodity Insights

Jim Burkhard

Vice President & Head of Research for Oil Markets, Energy & Mobility

Shin Kim

Head of AltView, Crude & Refined Products

Joel Hanley

Global Director, Crude & Fuel Oil Markets

Michael Stoppard

Global Gas Strategy Lead and Special Advisor

Charlotte Radford

Global Manager, Price Group Partners - Emerging Benchmarks

Christoph Berg

Global Team Leader Biofuels Analytics

Richard Swann

Global Director, Clean Refined Products

Coralie Laurencin

Executive Director, Hydrogen and Low-Carbon Gas

Francesco Di Salvo

Editorial Director, Crude and Fuel Oil, EMEA

Gary Clark

Associate Editorial Director, EMEA Clean Refined Products

Bruno Brunetti

Manager, Low Carbon Electricity Analytics

Lucy Brown

Market Engagement Lead, LNG

Julie Fisher

Manager, Price Reporting, EMEA Natural Gas

James Taverner

Research and Analysis Director, Global Gas and LNG

Annalisa Jeffries

Global Head Power Pricing

Des Wong

Senior Price Reporter, Energy Transition

Henry Edwardes-Evans

Associate Editorial Director, Power

Glenn Rickson

Head of Short-term, European Power

Eleanor Budds

Research and Analysis Director, Oil

Nikolaos Aidinis Antonopoulos

Managing Editor, EMEA Freight Markets

Rowan Staden-Coats

Manager, Price Reporting, EMEA Residual Fuels

Cresida Rodrigues

Senior Pricing Specialist, EMEA Shipping

Masrur Choudhury

Associate Price Reporter, Shipping and Freight

Fotios Katsoulas

Director, Tanker Freight & Alternative Fuels

Marie-Louise Dubois

Global Head of Carbon Pricing, Energy Transition

Nathan Nguyen

Analyst, Renewable Fuels Research

Virginie Malicier

EMEA Middle Distillates Manager

Kelly Norways

Downstream Oil News Reporter

Rebeka Foley

Principal Analyst, Oil Markets

George Delaney

Senior Price Reporter, Crude Oil

Sophie Byron

Global Head of Biofuels Pricing

Stuart Elliott

Senior Gas Writer

Rosemary Griffin

Managing Editor

Sam Angell

EMEA Crude Oil Pricing Manager

Payam Hashempour

Associate Director, Oil

Joey Daly

Associate Editor, EMEA Crude Oil

Alun Davies

Senior Director, European Gas

Ayca Tasli

Consulting Manager, Global Power & Renewables

Gavin Montgomery

Principal Analyst, Metals and Mining

Elza Turner

Senior Editor, Oil Markets

Eklavya Gupte

Editorial Lead, EMEA News

Charlotte James

Global Head, Renewables

Sasha Foss

EMEA Middle Distillates Manager

Shivani Singh

Associate Regional Pricing Director, EMEA Metals

Laura Varriale

Manager Price Reporting, EMEA Ferrous Metals

Simran Jodha

Senior Pricing Reporter, EMEA Battery Metals

Evan Millard

Associate Research Analyst, Metals and Mining

Platts London Energy Forum 2025

February 24, 2025 | Westminster Park Plaza London