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


  • Get vital updates on the energy and metals markets
  • Hear from leading S&P Global Commodity Insights editors 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 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 requirement 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 Friday, June 16, 5pm KST

EVENT STARTS IN

Agenda


  • Plenary
  • Afternoon breakout tracks

9:00 AM

Welcome Remarks

HyungKeun Park, Commercial Director, Korea,S&P Global Commodity Insights

9:10 AM

South Korea Power Market Outlook: Race Towards Carbon Neutrality

  • Power and renewable market landscape
  • Power price outlook: SMP and retail electricity price
  • The economic case for corporate renewables procurement

Vince Heo, Research and Analysis Associate Director,S&P Global Commodity Insights

9:40 AM

Changing trade flows, nascent markets and Platts Benchmarks Update

  • Refined Product benchmarks amidst changing trade flows
  • Platts Dated Brent and the evolution of the Brent Complex
  • Emerging nascent markets related to Energy Transition

Calvin Lee, Head of Asia Content, S&P Global Commodity Insights

10:10 AM

Korea & the Pathway to Decarbonisation

  • Platts Carbon Credit Assessments: An Overview
  • The Korea ETS and Domestic Decarbonisation
  • Carbon Accounting and Carbon-Offset Trading

Agamoni Ghosh, Carbon Analyst, S&P Global Commodity Insights

10:50 AM

Coffee Break

11:00 AM

Moving from Ambition to Action: Global Hydrogen Market Evolution

  • Hydrogen policy update: Inflation Reduction Act and other major development
  • Global project pipeline evolution
  • Hydrogen supply cost curve

Vince Heo, Research and Analysis Associate Director, S&P Global Commodity Insights

11:30 AM

Global Energy Storage market outlook

  • Energy storage market outlook to 2030
  • North America and Europe market trends

Sam Huntington, Research and Analysis Associate Director, Gas Power & Climate Solutions, S&P Global Commodity Insights

12:00 PM

Closing Morning Remarks and Lunch

HyungKeun Park, Commercial Director, Korea, S&P Global Commodity Insights

*Agenda subject to change

  • Fuels of the future
  • Chemicals
  • Dry Commodities
  • Transportation

1:00 PM

Welcome Remarks

Sam Huntington, Research and Analysis Associate Director, Gas & Power & Climate Solutions, S&P Global Commodity Insights

1:10 PM

Asian Methanol: Green vs grey methanol - two parallel paths?

  • Drivers of green methanol
  • Impact of green methanol on its grey cousin
  • Asian methanol price trends in Q3 2023

Esther Ng, Senior Editor, Asia Petrochemicals, S&P Global Commodity Insights

1:40 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

2:10 PM

North America Power Market outlook

  • Impact of Inflation Reduction Act on US power market
  • US corporate renewable procurement outlook

Sam Huntington, Research and Analysis Associate Director, Gas & Power & Climate Solutions, S&P Global Commodity Insights

2:40 PM

Halftime view: how has LNG markets performed in 2023 so far?

  • Russian crisis on European gas demand and the impact on global LNG markets.
  • LNG supply growth outlook: United States, Qatar and the Rest of the World.
  • Contracting trends and LNG demand growth from emerging Asia markets.

Zhi Xin Chong, Director, Gas and LNG, S&P Global Commodity Insights

3:10 PM

Coffee break

3:20 PM

Global LNG and gas prices: Implications on S.Korea and rest of Asia

  • Buyers' responses to lower LNG and gas prices in 2023
  • Short-term and long-term LNG pricing shifts amid structural industry changes
  • Recent developments in LNG market trading

Kenneth Foo, Associate Director, APAC LNG, S&P Global Commodity Insights

3:50 PM

The state of the Middle East & Asia Pac crude markets

  • Price trends in the Middle East and Asia Pacific crude markets
  • Russian crude oil flows to Asia
  • Platts crude updates in Asia

Ada Taib, Managing Editor, Crude Oil, S&P Global Commodity Insights

4:10 PM

Asia naphtha market update

  • Impact of Russia-Ukraine war on Asia naphtha
  • Naphtha and LPG price spread with olefins
  • Platts naphtha methodology update

Wendy Cheong, Managing Editor, Asian Naphtha, S&P Global Commodity Insights

4:40 PM

Global Oil Market Outlook: How will tightened supply and normalized demand reshape oil price expectations?

  • How will OPEC+ supply, US SPR and other supply factors rebalance with sanctioned Russian Oil?
  • New dynamics of global oil demand recovery amid global recession concerns
  • Expectations for prices of crude oil and refined product in 2023 and beyond Connecting the dots: Overview of Crude & Refined Insights
  • Connecting the dots: Overview of Crude & Refined Insights

Zhuwei Wang, Manager, Asia Oil Analytics, S&P Global Commodity Insights

Abhishek Nambiar, Oil & NGL Specialist, S&P Global Commodity Insights

5:20 PM

Closing Remarks - End of Day

Abhishek Nambiar, Oil & NGL Specialist, S&P Global Commodity Insights

*Agenda subject to change

1:00 PM

Welcome Remarks

Larry Tan, Chemicals Insights, APAC Lead, S&P Global Commodity Insights

1:10 PM

Asian aromatics markets: A mid-year update

  • Will benzene, styrene demand improve in H2 2023?
  • MX and toluene, caught between PX and gasoline
  • How will freight and cracker rates affect aromatics?

Gustav Holmvik, Managing Editor, Asia Petrochemicals, S&P Global Commodity Insights

1:35 PM

Asia aromatics - Recovery, growth and the road ahead

  • China PTA's demand and performance
  • US driving season- boon or bane?
  • Asia’s PX export developments & capacity additions

Pankaj Rao, Senior Editor, Asia Petrochemicals, S&P Global Commodity Insights

2:00 PM

China Petrochemicals Industry Outlook: Phoenix reborn

Xiaodong Zhang, Director, Aromatics, S&P Global Commodity Insights

2:35 PM

China Joins the Styrene Export Club: Coping with the new reality

Kate Lee, Principle Reserch Analyst, S&P Global Commodity Insights

3:10 PM

Coffee Break

3:20 PM

Asia recycled polymers outlook: Sustainable plastics, sustainable outlook?

  • Challenges and opportunities for growth in recycled polymers
  • Current market scenarios
  • Is demand for sustainably sourced and produced plastics set to grow?

Heng Hui, Senior Editor, Asia Petrochemicals, S&P Global Commodity Insights

3:45 PM

Global Chemicals Today & Tomorrow: Response to energy transition, new business models, technology options and carbon management

Larry Tan, Chemicals Insights, APAC Lead, S&P Global Commodity Insights

4:15 PM

Global Olefins & Polyolefins Outlook: Pathways ahead towards growth

Paul Joo, Director, Olefins and Derivatives, Chemicals, S&P Global Commodity Insights

4:45 PM

Vision for Energy Transition: Decarbonization and new feedstocks

Larry Tan, Chemicals Insights, APAC Lead, S&P Global Commodity Insights

5:20 PM

S&P Global Chemicals product offerings

Stephanie Liew, Chemicals Specialist, S&P Global Commodity Insights

5:30 PM

Closing Remarks - End of Day

Stephanie Liew, Chemicals Specialist, S&P Global Commodity Insights

*Agenda subject to change

1:00 PM

Welcome Remarks

Hanju Lee, Director, Relationship Management, S&P Global Commodity Insights

1:10 PM

Agriculture: Supply shifts and impact of China's dominance in global G&O

  • Chinese corn demand and its impact of trade flows
  • Evolution of global wheat supply amidst conflict in the Black Sea
  • Weather and Animal Health on soybean market dynamics

Melvin Kwok, Editor, Feed Grains & Oilseeds, S&P Global Commodity Insights

1:40 PM

Sugar and Industrial Grade ethanol outlook:

  • Global production and demand outlook for sugar amid bullish fundamentals
  • Latest freight market developments for sugar
  • Grade B price trends amid changing fuel policies from Brazil

Shien Ern Tan, Associate Editor, Sugars, S&P Global Commodity Insights

2:10 PM

Chinese iron ore port stocks and their interface with seaborne markets

  • Platts suite of IOPEX port stocks price assessments
  • Analysis of port stock vis-à-vis seaborne prices

Fred Wang, Senior Editor, Iron Ore & Steel, S&P Global Commodity Insights

2:40 PM

Coffee break

3:00 PM

Opportunistic and tectonic shifts: A review of changes in coking coal trade flows

  • China's new-found substitutes to Australian coals
  • Divergence of Russian coals to willing buyers
  • Impact of trade flow changes on Platts coking coal benchmark assessments

Keith Tan, Assoicate Regional Director, Asia Metals Pricing, S&P Global Commodity Insights

3:30 PM

Asia aluminum: The emergence of a two-tier market

  • Recent Japanese aluminum price trends and market developments
  • Wider price spreads between aluminum prices in Japan vs other Asian markets
  • Impact of Russia-Ukraine war on aluminum trade flows in Asia

Germaine Lee, Associate Editor, Non-Ferrous Metals, S&P Global Commodity Insights

4:00 PM

Steel & Ferrous Raw Materials Outlook 2023-2024

  • Steel, iron ore, coking coal and scrap outlook
  • What we expect from Chinese government policy in 2023
  • Southeast Asian steel capacity growth – threat or false promise?

Jarek Mlodziejewski, Metals Specialist, S&P Global Commodity Insights

4:30 PM

Shipping market outlook: Dry bulk and container

  • Shipping and shipbuilding market cycle
  • Maritiime regulation and fuel transition
  • Forecasting freight with advance analytics

Daejin Lee, Director, Shipping Analytics and Research, S&P Global Commodity Insights

Mauro Cattana, Shipping Commodities Specialist, S&P Global Commodity Insights

5:10 PM

Closing Remarks - End of Day

Hanju Lee, Director, Relationship Management, S&P Global Commodity Insights

*Agenda subject to change

1:00 PM

Welcome Remarks

Max Heo, Commercial Director, S&P Global Commodity Insights

1:10 PM

The Korean automotive industry in the headwinds of change

Ryan Sangmin Lee, Principal Research Analyst, South Korea Powertrain Forecast, S&P Global Commodity Insights

1:50 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

Germaine Lee, Associate Editor, Non-Ferrous Metals, S&P Global Commodity Insights

2:20 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

Sameer Mohindru, Senior Editor, Asia Shipping Markets, S&P Global Commodity Insights

2:50 PM

Coffee break

3:00 PM

LPG flows

Charles Kim, Principal Research Analyst, S&P Global Commodity Insights

3:30 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

4:00 PM

Biofuels and Feedstocks market drivers

  • Rise of ethanol as an alternative fuel in Asia
  • Current supply and demand of SAF and its relevant feedstocks

Shien Ern Tan, Associate Editor, Sugars, S&P Global Commodity Insights

4:30 PM

Container markets deal with new parameters in 2023

  • Market recovery – has the worst swept through the global container market?
  • Orderbook capacity – how much more is to come, and how will carriers navigate this
  • Alternative fuel orderbook: with all the announcements on newbuildings, is there a trend moving forward?

Baoying Ng, Associate Director, Strategic Engagement & Intelligence Group - Global Agriculture, Metals, Shipping, & APAC cross-commodity, S&P Global Commodity Insights

5:00 PM

Closing Remarks - End of Day

Max Heo, Commercial Director, S&P Global Commodity Insights

*Agenda subject to change