S&P Global Commodity Insights

Sydney Commodity Market Insights Forum 2024

Aug 8, 2024 – 8:45am 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


Time

Topic

Speaker

8:45am

Welcome and opening remarks

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

8:50am

Navigating the Macroenomic outlook - Australia's path forward


9:30am

Decarbonizing the Australia's major industries

Steffi Teo,
Emissions Insight Analyst, Research - Metals & Mining,
S&P Global Commodity Insights

Kshitiz Goliya,
Senior Editor, Carbon Pricing,
S&P Global Commodity Insights

Joe Keith,
Associate Director, Technical Research,
S&P Global Commodity Insights

10:30am

Morning Break


10:45am

Accelerating renewable and low-carbon development in Australia's power sector

An alternative development path to the prescribed ISP 2024 scenario’s
• NEM long-term power outlook
• Risks to the ISP 2024 assumptions
• Domestic eletricity updates

The CIS and market design 2030 – opportunities for storage and firming assets
• Pendulum swing away from ‘market-led’ towards ‘govt-facilitated’ transition
• Opportunities for storage and other firming assets
• State-federal interactions

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

Farhad Billimoria,
Consulting Director
S&P Global Commodity Insights

11:45am

Emerging benchmarks update

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

12:15pm

Closing remarks

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


12:20pm

Lunch




Time

Topic

Speaker

1:05pm

Global and regional trends impacting Australian oil prices

Global oil market outlook and the impact of Energy Transition on Asia Pacific's refined product markets
Refined Products (Diesel and Gasoline): Markets in 2024

Nicholas Yew,
Downstream Research and Analysis Director
S&P Global Commodity Insights

Shermaine Ang,
Global Lead, Refined Products, Strategic Engagement & Intelligence Group
S&P Global Commodity Insights

2:05pm

Biofuels market update

SAF Pricing and market Insights
RD/HVO trade flows and price updates
Biofuels feedstocks development

Shien Ern Tan,
Senior Editor, Asia Biofuels & Feedstocks,
S&P Global Commodity Insights

2:35pm

Afternoon Break


2:50pm

LNG: The future of Australia's LNG exports in a changing global market

LNG market updates: the return of a state of normalcy
Asian LNG markets leading the charge

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

Kenneth Foo,
Global Director, LNG Pricing
S&P Global Commodity Insights

3:50pm

Hydrogen and alternative fuels: Market update and outlook


4:40pm

Alternative fuels in the marine sector

Yingzhi Zhang,
Shipping Specialist
S&P Global Commodity Insights

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

5:00pm

Closing remarks

5:10pm

End of day


Agenda subject to change

Time

Topic

Speaker

1:05pm

Freight impact on commodity flows

Dry Bulk Trade and Freight Outlook - Game of time and space in mid Social and Environment currents
Recent spotlights in shipping
Global dry bulk trade outlook
Bulker fleet development
Freight rate forecast

Container Shipping: Understanding the current state and future trends in container shipping, which plays a crucial role in global trade

Yingzhi Zhang,
Shipping Specialist
S&P Global Commodity Insights

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

2:05pm

Changing grain and oilseed flows into an energy transition future - what it means for Australia?

Sean Cowman,
Agribusiness Specialist
S&P Global Commodity Insights

2:35pm

Afternoon break


2:50pm

Ferrous markets

Iron ore and coking coal market updates & outlook
Iron ore, metallurgical coal spot market trends and methodology updates
Joint Q&A

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

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

4:05pm

Lithium price dynamics on growing supply and evolving battery chemistry trends

Volatility in lithium prices on growing supply, changing dynamics
Oversupply and slow NMC growth tempers nickel and cobalt prices
What will the near term EV and battery landscape look like?

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

4:55pm

Closing remarks

5:00pm

End of day


Agenda subject to change

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