S&P Global Commodity Insights Mumbai Commodity Market Insights Forum 2023 l Commodity Insights

Join us for an exciting S&P Global Commodity Insights Mumbai Commodity Market Insights Forum 2023

S&P Global Commodity Insights Mumbai Commodity Market Insights Forum is a great way to stay informed and connect with your industry peers.

Get vital updates on the energy and commodities markets
Hear from leading S&P Global Commodity Insights editors, experts and analysts
Share your views and ask questions
Make new connections - interact face-to-face with key decision makers

Don’t miss out on your opportunity to engage and interact with our industry specialists as they share insights on key topics affecting the energy and metals markets. Network with industry peers and our editors/experts who will be on hand to discuss the important stories they see unfolding in the year ahead.

We have specifically designed this forum to give you the flexibility to attend the sessions of your interest during the day.

Pre-registration is required due to capacity constraints

Only pre-registered delegates will be allowed to attend the form. Please note that we may not be able to accommodate walk-ins or substitution at registration. Limited spaces are available, and registration will close on Thursday, April 20, 5pm IST.

EVENT STARTS IN

Agenda

Morning Plenary
Afternoon Sessions

9:00 AM	Registration and morning coffee
9:30 AM	Welcome Remarks Gauthier Mulder, Senior Commercial Director, South Asia,S&P Global Commodity Insights
9:40 AM	The New commodity Landscape From Macroeconomics to Geopolitics: All that’s impacting the commodity markets Realignment of commodity flows – The future of commodity supply chains Path of Energy Transition: What it means for commodities Pulkit Agarwal, Head of Content, India,S&P Global Commodity Insights
10:20 AM	2023 Perspectives: Delivering on the dual mandate of Energy Security and Energy Transition 2022 was a volatile year for energy markets with significant fluctuations in commodity prices. Stakeholders vested in the Energy sector continue to grapple with the continued need of fossil fuels, while delivering on the Energy Transition mandate. 2023 will continue to build on these challenges, as companies look to deploy the record free cash flows from 2022 in the most optimal way. The focus of this session is to present an integrated perspective on the state of E&P and Energy Transition, by address five fundamental questions: Will fossil fuels continue to demonstrate its importance in the energy mix? Will 2022 record free cash-flows continue to drive diverging strategies between E&P and low-carbon for leading peer groups? Will M&A activity continue to be subdued in 2023 and can exploration repeat its success in delivering 5yr highs in volumes discovered in 2022? Can the industry continue to lower costs and scale a carbon management business for CCUS? How will the industry adapt to cost escalations, which are anticipated to be the highest growth in a decade? Nick Sharma, Research & Analysis, Executive Director, S&P Global Commodity Insights
11:00 AM	The state of the Middle East & Asian crude market Impact of Russian supply vs Asian demand on the Middle East crude market Price trends in the Middle East crude market Evolution of Dubai crude benchmark Gurdeep Singh, Associate Editorial Director, Asia and Middle East Crude and Residual Fuel Markets, S&P Global Commodity Insights
11:30 AM	Closing Gauthier Mulder, Senior Commercial Director, South Asia, S&P Global Commodity Insights
11:35 AM	Lunch

*Agenda subject to change

Competing fuels
Chemicals
Transportation
Dry commodities

12:30 PM	Welcome Remark
12:40 PM	Global Oil Market Outlook - Navigating through “known unknowns” The global oil market has been volatile, and the uncertainties around the outcomes of the Russia - Ukraine war, economic headwinds, and return of demand growth from mainland China will continue to keep the market unpredictable. Although Russian oil exports have held up surprisingly well so far since the invasion of Ukraine despite the EU ban and price cap, it will remain a significant factor impacting both crude oil and refined products, mainly diesel, prices, and trade. How will the oil market shape up amid all these challenges? Will the diesel market remain tight? How is that going to impact APAC oil market? Connecting the dots: Overview of Crude & Refined Insights Premasish Das, Executive Director, Research and Analysis, Oil Markets, Midstream and Downstream, S&P Global Commodity Insights Abhishek Nambiar, Oil & NGL Specialist, Midstream and Downstream, S&P Global Commodity Insights
1:15 PM	India power market outlook and impact on prices Ashish Singla, Principal Research Analyst, S&P Global Commodity Insights
1:45 PM	Coal's play in the transition world How is renewables faring vs coal? Longer term view on coal's usageSuppliers and consuming regions responses Emerging markets for coal Deepak Kannan, Global Head of Coal Pricing, S&P Global Commodity Insights
2:15 PM	Biodiesel market updates Spot market and assessments Charlotte Radford, Global Manager, Price Group Partners – Emerging Benchmarks, S&P Global Commodity Insights
2:30 PM	Global LNG and gas prices: Effects on India and rest of Asia Global LNG and gas prices: Effects on India and rest of Asia India’s LNG imports and relationship with downstream gas prices Market volatility and liquidity – LNG pricing shifts amid industry changes Kenneth Foo, Managing Editor, Asia LNG, S&P Global Commodity Insights
3:00 PM	Coffee Break
3:10 PM	LNG Market Outlook 2023: What to Expect in 2023 Whether LNG prices will continue to fall in 2023? Demand response from Asian countries after softening of spot LNG prices Will Europe continue to import at 2022 levels Will tightness in the supply continue to be a risk to Global LNG market in 2023 Agarwal Ayush, LNG Analyst, S&P Global Commodity Insights Jyoti Swarup Patnaik, LNG Specialist, S&P Global Commodity Insights
3:45 PM	Clean energy technology and opportunities for India Indra Mukherjee, Senior Research Analyst, S&P Global Commodity Insights
4:10 PM	Corporate clean energy procurement for sustainability goals Ankita Chauhan, Principle Research Analyst, S&P Global Commodity Insights
4:35 PM	The global competitive landscape for hydrogen & ammonia What do the latest price trends across regions and feedstock tells us? Competivieness of hydrogen/ammonia as a fuel Carbon intensity rather than blue/green hydrogen: the road to transparency Vipul Garg, Editor, Hydrogen Pricing, S&P Global Commodity Insights
5:00 PM	Role of green hydrogen in India’s net-zero target Mohd. Sahil Ali, Senior Research Analyst, S&P Global Commodity Insights
5:25 PM	Voluntary Carbon Markets & the Pathway to Decarbonisation What is an emissions market? Separating Carbon Credits from Allowances Platts Voluntary Carbon Credit Assessments: An Overview India and the growth of a domestic carbon market Kanchan YadavSenior Editor, Carbon Pricing, S&P Global Commodity Insights Abhijeet Thakkar, Carbon Analyst, S&P Global Commodity Insights
5:50 PM	Energy Transition Wrap Suresh Sivanandam, Energy Transition Specialist, S&P Global Commodity Insights
6:00 PM	Closing remarks & End of day

*Agenda subject to change

12:30 PM	Welcome Remark Vanessa Ronsisvalle, Editorial Director Asia Chemicals, S&P Global Commodity Insights
12:40 PM	Impact of upstream volatility on chemical feedstocks Will Asia cracker rates improve in 2023? Will the pressure on margins continue? When will demand catch up with capacity oversupply? Stuti Chawla, Managing Editor, Asia Aromatics and India Chemicals, S&P Global Commodity Insights
1:10 PM	Polyolefins - Surviving the high-cost environment How has the high energy cost affected polymers Is there enough demand to absorb supply? Rationalization of capacity- an eminent wave in oversupply waters Heng Hui, Senior Editor Polymers, S&P Global Commodity Insights
1:40 PM	Global polyolefins overviews Changing supply-demand forces, de-carbonization and uncertainties impact Pooja Jain, Principle Research Analyst, S&P Global Commodity Insights
2:10 PM	Container freight: The turning tide Tidal shift in demand, prices Where will the new capacities go Contact negotiations amid fraying alliances Ayush Verma, Associate Editor Asia Containers, S&P Global Commodity Insights Tanya Kalra, Associate Editor Asia Containers, S&P Global Commodity Insights
2:40 PM	Asia aromatics - Recovery, growth and the road ahead China PTA's demand and performance US driving season- boon or bane? India's PX export developments & capacity additions Pankaj Rao, Senior Editor PX, S&P Global Commodity Insights
3:10 PM	Coffee and Networking Break
3:25 PM	Asia monoethylene glycol – Finding resilience amid a global growth slowdown How are the margins faring Surviving in a high-cost oil environment How will supply realign to the new normal? Heng Hui, Senior Editor Polymers, S&P Global Commodity Insights
3:55 PM	Asia Methanol: Another roller coaster year? How Russian methanol inflows have impacted India Market dynamics and pricing China’s demand outlook Kamna Kapoor, Associate Editor Methanol, S&P Global Commodity Insights
4:25 PM	Global Crop Protection Industry Akashpratim Mukhopadyay, Senior Journalist,S&P Global Commodity Insights
5:00 PM	India’s recycled plastics journey – small steps, big dreams New capacities eye arbitrage in global markets Challenges on feedstock quality Regulation vs action Stuti Chawla, Managing Editor, Asia Aromatics and India Chemicals, S&P Global Commodity Insights
5:30 PM	Global vinyls overview Opportunities and risks amidst headwinds Neetu Singh, Senior Research Analyst, S&P Global Commodity Insights
6:00 PM	Closing remarks & End of day Vanessa Ronsisvalle, Editoral Director Asia Chemicals, S&P Global Commodity Insights

*Agenda subject to change

12:30 PM	Welcome Remark
12:40 PM	Making sense of the Agriculture and Biofuels Markets in a Volatile World Used Cooking Oil in high Demand for Aviation Fuel Spotlight on Asia's renewable fuels production ambitions and impact Charlotte Radford, Global Manager, Price Group Partners – Emerging Benchmarks, S&P Global Commodity Insights
1:10 PM	Tankers: Trade flow disruptions extending freight market recovery Clean tanker market witnessing structural changes Dirty tankers sector benefiting from Russia sanctions, China’s re-opening Sanctions forcing longer tanker voyages, tightening of tonnage supply Pradeep Rajan, Senior Managing Editor, Asia Frieght, S&P Global Commodity Insights
1:40 PM	Impact of sanctions on Crude & Oil Product Flows The price cap on Russian oil and its impact on trade flows and tanker shipping The role of STS activity and the structural changes it drives Oil on Water and other tanker fleet metrics since the conflict Abhishek Nambiar, Oil & NGL Specialist, S&P Global Commodity Insights
2:10 PM	Impact of the Ukraine-Russian War on gasoil and gasoline in Asia Impact of Chinese gasoline exports in Asia European demand pull on gasoil to new record highs Chinese export recovery limits upward sentiment in distillates Wanda Wang, Senior Editor, Asia and Middle East Oil Markets, S&P Global Commodity Insights
2:40 PM	Transportation fuel - Is the rise going to contiune? The COVID-19 pandemic has had a dramatic and unprecedented impact on the world, including the shifting focus on climate change concerns and sustainability. While the ongoing -Russia -Ukraine war has brought energy security to the forefront, fuel consumption will reach a peak, although the timing of the peak demand will vary. The transportation sector, which accounts for more than 65% of refined product demand globally, will face most of the challenges. How different transportation sectors would differ in their decarbonization pathways? What would be the impact on the demand for different transportation fuels? How the transportation fuel demand in India would shape up? Connecting the dots: Overview of Crude & Refined Insights Premasish Das, Executive Director, Research and Analysis, Oil Markets, Midstream and Downstream, S&P Global Commodity Insights Abhishek Nambiar, Oil & NGL Specialist, S&P Global Commodity Insights
3:10 PM	Coffee Break
3:15 PM	Marine Fuels – Market and Methodology update Impact of Russia sanctions/price cap in the Asia fuel oil cargo and bunker markets Post IMO 2020 world and gradual rebirth of high-sulfur fuel oil market Long term challenges for the market with stricter environment regulations Platts Asia bitumen assessments – methodology update Gurdeep Singh, Associate Editorial Director, Asia and Middle East Crude and Residual Fuel Markets, S&P Global Commodity Insights
3:45 PM	Green Methanol – Challenges towards net-zero carbon goals Sustainable methanol made from renewable energy touted as the low carbon emission fuels of the future Vanessa Ronsisvalle, Editorial Director Asia Chemicals, S&P Global Commodity Insights
4:15 PM	Closing remarks & End of day

*Agenda subject to change

12:30 PM	Welcome Remark
12:40 PM	India’s Perspective on the Global Drybulk Commodity Market Outlook The session will explore the latest trends and developments in India's shipments of coal, iron ore, agribulk, and fertilizers. Points that will be discussed include: Global Demand and Supply Trends Impact of COVID-19 Economic Contribution Geopolitical Implications The session aims to provide an overview of the current state of the markets for coal, iron ore, agribulk, and fertilizers, and to identify the key trends and drivers that will shape their future. Pranay Shukla, Director Research & Analysis, S&P Global Commodity Insights Mauro Cattana, Shipping Specialist, S&P Global Commodity Insights
1:10 PM	China's exit from Covid Zero and its impact on coking coal, iron ore markets How the Australia-China coking coal trade flow has fared Changes to China's iron ore consumption Key industrial policy factors to look out for Keith Tan, Associate Regional Director, Asia Metals Pricing, S&P Global Commodity Insights
1:40 PM	Indexation in steel markets amid wider spreads with raw materials prices Review of use of indexation in steel pricing Analysis of spread between steel and raw materials prices Emerging trends in indexation using steel prices Shivani Singh, Managing Editor, Steel & Scrap, S&P Global Commodity Insights
2:10 PM	S&P Global Commodity Insights Metals Analytics views 2023-2024 for: Regional Steel price forecasts Steel Raw Material Forecasts What we expect from Chinese government policy in 2023 Jarek Mlodziejewski, Metals Specialist, S&P Global Commodity Insights
2:40 PM	Fertilizer outlook for India NPK market Ammonia inlcuding low carbon ammonia New trade flows Ankita Pandey, Senior Research Analyst, S&P Global Commodity Insights
3:10 PM	Coffee Break
3:25 PM	Dry bulk: Freight market yet to rebound from China reopening Dry Bulk market facing persistent headwinds in spite of firm commodity prices Russia-Ukraine war, flipping of trade flow may help Energy transition complexity slows down newbuilding investments Pradeep Rajan, Senior Managing Editor, S&P Global Commodity Insights
4:00 PM	Electric vehicle outlook: Supply and Demand Suresh Sivanandam, Energy Transition Specialist, S&P Global Commodity Insights
4:40 PM	Battery metals trends and challenges: Will promised supply temper prices or fall flat? Lithium price cooldown: End of an era or temporary setback? Evolution of nickel, cobalt pricing amid growing supply EV outlook amid a changing geopolitical landscape Leah Chen, Senior Editor, Nonferrous Metals, S&P Global Commodity Insights
5:10 PM	Closing remarks & End of day

*Agenda subject to change

Speakers

Abhijeet Thakkar

Carbon Analyst, S&P Global Commodity Insights

Alvin Ang

Director- Inorganics, S&P Global Commodity Insights

Ankita Chauhan

Principle Research Analyst, S&P Global Commodity Insights

Ankita Pandey

Senior Research Analyst, Energy Transition, S&P Global Commodity Insights

Ashish Singla

Principal Research Analyst, S&P Global Commodity Insights

Ayush Agarwal

LNG Analyst, S&P Global Commodity Insights

Ayush Verma

Associate Editor Asia Containers, S&P Global Commodity Insights

Deepak Kannan

Global Head of Coal Pricing, S&P Global Commodity Insights

Gauthier Mulder

Senior Commercial Director, South Asia, S&P Global Commodity Insights

Gurdeep Singh

Associate Editorial Director, Asia and Middle East Crude and Residual Fuel Markets, S&P Global Commodity Insights

Heng Hui

Senior Editor Polymers, S&P Global Commodity Insights

Indra Mukherjee

Senior Research Analyst, S&P Global Commodity Insights

Jarek Mlodziejewski

Metals Specialist, S&P Global Commodity Insights

Jesline Tang

Associate Editor, Nonferrous Metals, S&P Global Commodity Insights

Jyoti Swarup Patnaik

LNG Specialist, S&P Global Commodity Insights

Kamna Kapoor

Associate Editor Methanol, S&P Global Commodity Insights

Keith Tan

Associate Regional Director, Asia Metals Pricing, S&P Global Commodity Insights

Kenneth Foo

Managing Editor, Asia LNG, S&P Global Commodity Insights

Liz Thang

Managing Editor for Sugar and Biofuels, S&P Global Commodity Insights

Mauro Cattana

Shipping Specialist, S&P Global Commodity Insights

Mohd. Sahil Ali

Senior Research Analyst, S&P Global Commodity Insights

Nick Sharma

Research & Analysis, Executive Director, S&P Global Commodity Insights

Pankaj Rao

Senior Editor PX, S&P Global Commodity Insights

Pooja Jain

Principle Research Analyst, S&P Global Commodity Insights

Pradeep Rajan

Senior Managing Editor, Asia Freight, S&P Global Commodity Insights

Pranay Shukla

Director Research & Analysis, S&P Global Commodity Insights

Premasish Das

Executive Director, Research and Analysis, Oil Markets, Midstream and Downstream, S&P Global Commodity Insights

Pulkit Agarwal

Head of Content, India, S&P Global Commodity Insights

Shivani Singh

Managing Editor, Steel & Scrap, S&P Global Commodity Insights

Stuti Chawla

Managing Editor, Asia Aromatics and India Chemicals, S&P Global Commodity Insights

Tanya Kalra

Associate Editor Asia Containers, S&P Global Commodity Insights

Vanessa Ronsisvalle

Editorial Director Asia Chemicals, S&P Global Commodity Insights

Vipul Garg

Editor, Hydrogen Pricing, S&P Global Commodity Insights

Wanda Wang

Senior Editor, Asia and Middle East Oil Markets, S&P Global Commodity Insights

Akashpratim Mukhopadyay

Senior Journalist, S&P Global Commodity Insights

Neetu Singh

Senior Research Analyst, S&P Global Commodity Insights

Charlotte Radford

Global Manager, Price Group Partners – Emerging Benchmarks, S&P Global Commodity Insights

Mumbai Commodity Market Insights Forum 2023

April 26, 2023 – 9am to 6:15pm

The Sofitel, BKC, Mumbai

Join us for an exciting S&P Global Commodity Insights Mumbai Commodity Market Insights Forum 2023

EVENT STARTS IN

Agenda

Speakers