S&P Global Commodity Insights

Sydney Commodity Market Insights Forum 2024

Aug 8, 2024 – 9am to 5pm, The Hilton Sydney

Join us for an exciting Sydney Commodity Market Insights Forum 2024

The Sydney Commodity Market Insights Forum is a great way to stay informed and connect with your industry peers.

  • Get vital updates on the upstream and metals markets in our two separate tracks
  • 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 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 Monday, August 5th, 4 PM AEST.


Agenda

  • Morning Plenary
  • Afternoon Sessions

Time

Topic

Speaker

9:00am

Welcome and opening remarks

Tom Stonier,
Senior Commercial Director - Oceania,
S&P Global Commodity Insights

9:10am

The polarized topic: Australia energy transition

  • Reality vs ambition
  • The road ahead

Mendo Kundevski,
Director, Climate Solutions,
S&P Global Commodity Insights

9:40am

Accelerating renewable development in Australia: updated long-term outlook of NEM

Logan Reese,
Research and Analysis Associate Director,
S&P Global Commodity Insights

10:10am

Emerging benchmark updates

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

10:40am

Morning Break


10:55am

CIS and the opportunities for energy storage

Farhad Billimoria,
Consulting Director,
S&P Global Commodity Insights

11:25am

Carbon markets: Opportunities in Compliance & Voluntary markets

  • Platts Carbon Prices overview + trends – VCM + Compliance
  • CORSIA Phase 1: How are fundamentals shaping up
  • ACCUs: Pricing, volume, supply/demand trends
  • Safeguard demand and impact on ACCUs
  • Evolution of global and Australian CBAM policy
  • Launches & Methodology Updates

Kshitz Goliya,
Carbon Editor,
S&P Global Commodity Insights

11:55am

Closing remarks

Tom Stonier,
Senior Commercial Director - Oceania,
S&P Global Commodity Insights

12:00pm

Lunch


  • Oil, LNG & Alternative Fuels
  • Future Fuels, Metals and Shipping



Time

Topic

Speaker

1:00pm

Gasoil market updates

Jonathan Nonis,
Associate Editorial Director - Refined products,
S&P Global Commodity Insights

1:25pm

Crude oil market updates 

  • Overview of Middle East crude oil price trends
  • Supply/demand fundamentals impacting the Middle East crude market
  • Update on Asia Pacific and Australia crude oil market

Andrew Toh,
Senior Editor - Crude market,
S&P Global Commodity Insights

1:50pm

Global & Australia oil market

  • Global Global macro and oil demand outlook
  • Prospects for global oil supply, OPEC+ vs. Non-OPEC+, inventory changes and crude prices
  • Australia oil market outlook
  • Impact of energy transition on long-term outlook on oil and refining

Premasish Das,
Head of East of Suez Downstream Research,
S&P Global Commodity Insights

2:20pm

LNG market updates: the return of a state of normalcy

  • Overview of Asia LNG dynamic 2023-2024
  • Changing pricing mechanism for spot and LTC
  • Development of JKM physical forwards

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

2:45pm

Afternoon Break


3:00pm

Global LNG market outlook

Zhi Xin Chong,
Research and Analysis Director,
S&P Global Commodity Insights

3:25pm

Hydrogen market updates and outlook

Speakers to be confirmed

4:10pm

Upstream Low carbon strategy

Antonio Jr. Dimabuyu,
Executive Director, Technical Research,
S&P Global Commodity Insights

4:35pm

Shipping decarbonization: alternative fuel outlook

Speaker to be confirmed

5:00pm

End of day


Agenda subject to change

Time

Topic

Speaker

1:00pm

Iron ore and coking coal market outlook

Paul Bartholomew, Senior Lead Analyst Metals,
S&P Global Commodity Insights

1:30pm

Iron ore and coking coal market updates

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

2:00pm

Lithium price dynamics on growing supply and evolving battery chemistry trends

Jesline Tang,
APAC Metals Engagement Lead,
S&P Global Commodity Insights

2:30pm

Dry bulk + CAS

Yingzhi Zhang,
Shipping Specialist,
S&P Global Commodity Insights

3:00pm

Afternoon break


3:15pm

Fertecon and Ammonia outlook

Speaker to be confirmed

3:45pm

Biofuels market updates & outlook

Speakers to be confirmed

4:30pm

Containers market update

  • Market update - container freight rises to year highs once again, congestion pressure in key East-Asian transshipment hubs in light of Red Sea
  • Macroeconomic outlook - how is the economy shaping up this year
  • East-West influence on other trade lanes

Ayush Verma,
Shipping Engagement Lead,
S&P Global Commodity Insights

5:00pm

End of day


Agenda subject to change

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