Beijing Commodity Market Insights Forum

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Beijing Commodity Market Insights Forum

July 16 & 17, 2024, 9 am – 6 pm CST

Four Seasons Beijing

The Beijing Commodity Market Insights Forum will be taking place in-person from July 16 to 17.

Get clarity on the global and Chinese markets and connect with industry peers at the Beijing Commodity Market Insights Forum.

Gain vital insights on challenges and trends affecting the commodity markets
Engage with our speakers through interactive Q&A sessions
Meet and engage with old friends and new connections

Pre-registration is required to attend this event. Spaces are limited, we strongly encourage you to register in advance.

Registration closes Friday, July 12, at 5pm, CST.

Agenda

July 16
July 17

Morning Plenary
Afternoon Sessions

Time	Topic	Speaker
9:00am	Welcome remarks	Wang Xu Senior Commercial Director, Commercial Head of Greater China Region, S&P Global Commodity Insights
9:10am	Global & Asia Oil Market Outlook Global macro and oil demand outlook Prospects for global oil supply, OPEC+ vs. non-OPEC+, inventory changes and crude prices Impact of energy transition on long-term outlook on oil and refining Connecting the dots	Premasish Das Executive Director, Research and Analysis, S&P Global Commodity Insights Benjamin Shen Commodity Specialist – Oil & NGLs, GCR, S&P Global Commodity Insights
9:35am	Global benchmarks update	Alice Niu Head of China Content, S&P Global Commodity Insights
10:00am	Global E&P trends – Issues shaping the future While the shadow of energy transition looms large, there is a growing sentiment change that the role of oil & gas is essential in the overall energy mix. What are the implications of this sentiment change? How are leading companies balancing a dual mandate of oil & gas and low-carbon and given the disparity between returns, is bringing oil & gas back to the forefront? While exploration activity continues to be challenged, is there signs that high impact deep water exploration is back in play? M&A until recently was muted but with the blockbuster deals in 2023, is this the signal that replacing produced barrels will be done via inorganic M&A	Kunfeng Zhu Director, Upstream, S&P Global Commodity Insights
10:25am	Morning break
10:35am	Global chemicals - Getting ready for the upturn	Garrie Li APAC Chemicals Lead, S&P Global Commodity Insights
10:50am	Global LNG market: Reset, catch-up, and uncertainties Spot LNG prices have finally returned to the pre-crisis levels, but volatility is still evident in the market. Short-term outlook: Is stability truly returning to the global LNG market? LNG supply outlook: When will the next cycle begin? Key uncertainties: How will geopolitical and policy risk affect the long-term supply and demand balance? What is the implications on term contracts and spot prices?	Jenny Yang Senior Director, Natural and Low-Carbon Gas, S&P Global Commodity Insights
11:15am	A pulse check on China's carbon commitments: Three years on How have top-level carbon targets translated into specific sector policies in the past three years? How will geopolitics-included energy security consideration affect policy direction? Will China continue to invest in low-carbon technologies to fuel its long-term economic growth? What does that mean to the global market? How will high-energy-consuming industries transform as China's decarbonization efforts intensity? How will the balance between carbon committment, economic growth and energy security impact China's future energy mix?	Moderator: Zhuwei Wang Director, East of Suez Oil Market Research, S&P Global Commodity Insights Panelist: Chengyao Peng Director, Power and Renewables, S&P Global Commodity Insights Fenglei Shi Director, Oil Markets, Midstream and Downstream, S&P Global Commodity Insights Kunfeng Zhu Director, Upstream, S&P Global Commodity Insights Xiao Lu Director, Natural and Low-Carbon Gas, S&P Global Commodity Insights
11:55am	Closing remarks & lunch	Calvin Lee Head of China Content, S&P Global Commodity Insights

Dry commodities
Oil & Chemicals
Gas, Power, & Utilities

Time	Topic	Speaker
1:00pm	Welcome back	Commercial host
1:10pm	Global iron and steel industry outlook 2024-2025 EU, US, Turkey and China steel price forecasts Iron ore and coking coal price forecasts What we expect from Chinese steel exports in 2024 Southeast Asian steel capacity growth Indian steel market analysis	Xinxin Hao Research Analyst, Metals, S&P Global Commodity Insights
1:40pm	Steel and raw materials market update	Niki Wang Senior Managing Editor, Iron Ore, S&P Global Commodity Insights
2:10pm	Sustainability in steel markets - Current practices, opportunities and challenges Regulatory impacts: CBAM and Asian policies Scrap at the centre of Asian steel decarbonisation Carbon-accounted steel: Current state of the industry and what's next	Jesline Tang APAC Metals Engagement Lead, S&P Global Commodity Insights
2:40pm	Navigating aluminum and copper in a volatile world: Identifying challenges and opportunities Asian aluminum market supported on freight dislocations, shipment delays Russia-Ukraine war implications rattle global aluminum markets Copper concs TC/RCs hit historical lows, tight supply continues Copper cathodes demand sees slow recovery Platts Asia Aluminum and Copper assessments overview	Jesline Tang APAC Metals Engagement Lead, S&P Global Commodity Insights
3:10pm	Agri trade and dry bulk freight outlook	Yingzhi Zhang Shipping Specialist, S&P Global Commodity Insights
3:40pm	Afternoon break
3:55pm	Dry Bulk Freight: Will China continue to dictate freight market's fortune? Impact of geopolitics on dry bulk market Trade flow distortation - Is this the new normal VUCA impacting dry bulk freight market	Pradeep Rajan Associate Editorial Director, Asia Freight, S&P Global Commodity Insights
4:25pm	JKAP and the Asian clean ammonia market - Bridging the gap between the current and future market	Lee Hui Min Fertilizers Managing Editor, S&P Global Commodity Insights
4:55pm	Grains and oilseeds market briefing Brazil's soybean area expansion: Is it in danger for slowing Field to Fork : Value in protein insights	Linda Li Senior Commodity Specialist, Senior Agribusiness Commercial Specialist, S&P Global Commodity Insights
5:25pm	Container markets post red sea – A new paradigm 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 Biofuel shipping: Container markets near-term solution Container port performance	Ng Baoying Director, APAC Market Engagement, S&P Global Commodity Insights Yingzhi Zhang Shipping Specialist, S&P Global Commodity Insights
5:55pm	Closing remarks & end of day	Commercial host

Time	Topic	Speaker
1:00pm	Welcome back	Lilian Liu Director, Relationship Management, S&P Global Commodity Insights
1:10pm	Crude market update Overview of Platts Dubai crude Price trends in the Middle East crude markets Changing trade flows	Irene Tang Managing Editor, APAC Crude Oil, S&P Global Commodity Insights
1:35pm	Charting the Course in China's Oil Market: Trends, Influencing Factors, and Prospects Unveiling the Changing Trends: the current major trends of China's petroleum demand, and the interplay of economic growth, social factors, technological advancements, and policy influences that shape it The Rise of New Productivity: How emerging mega refineries in China are reshaping the domestic and global competition landscape in the refining industry Navigating Geopolitical Changes: The impact of geopolitical shifts on China's petroleum trade and the far-reaching implications of China's petroleum trade trends on the global oil market The Way for Long-term Development: the path of China's refining industry towards long-term sustainability	Fenglei Shi Director, Lead of China oil market research, S&P Global Commodity Insights
2:00pm	Asia gasoil, gasoline trends and market updates Asian gasoil and gasoline markets amidst geopolitical tensions China's post-COVID-19 gasoil and gasoline flows impact on Asia Changes in regional supply & demand landscape for motor transport fuels	Shermaine Ang Global Lead, Refined Products, Strategic Engagement & Intelligence Group, S&P Global Commodity Insights
2:25pm	What the future holds for the downstream industry? This presentation explores the decarbonization challenges faced by the refining industry amidst the accelerating energy transition. Key trends in the energy transition are highlighted, along with the specific obstacles encountered in decarbonizing the transport sector, a vital outlet for refinery products. Energy transition trends Transport decarbonization challenges Global downstream market outlook Downstream investment opportunities	Harry Liu Director, Energy Advisory – Oil, Midstream and Downstream, S&P Global Commodity Insights
2:50pm	Tankers – VUCA impact: How long will the firm run continue? Volatility, Uncertainty, Complexity and Ambiquity dictating freight markets Clean, Dirty tanker markets riding the ton-mile demand Remapping of trade flow keeping tanker freight elevated Are shadow fleets still influencing global tanker market	Pradeep Rajan Associate Editorial Director, Asia Freight, S&P Global Commodity Insights
3:15pm	Chemicals market updates: Aromatics markets Will gasoline blending continue to lead aromatics markets in Asia? The rise and rise of benzene Paraxylene cruises along Gasoline blending markets in Asia and the US	Samar Niazi Aromatics Global Lead, Asia Chemicals, S&P Global Commodity Insights
3:40pm	Afternoon break
3:55pm	Chemicals market updates: Asian olefins market review Impact from high feedstock cost, weak demand Deep-sea supply trend and impact on Asian olefins market Update on Asian naphtha cracker operations	Melvin Yeo Market Engagement Leader, Chemicals, S&P Global Commodity Insights
4:20pm	Decarbonizing the chemical industry: Key options to watch Why we are talking about decarbonization? How can we decarbonize the chemical industry? Key options of chemical decarbonization – Hydrogen, CCUS, and Sustainable Feedstocks What’s next to do?	Kaihong Jin Director, Chemical Consulting, S&P Global Commodity Insights
4:45pm	Chemicals market outlook	Xiaodong Zhang Director, Aromatics, S&P Global Commodity Insights Ning Fu Director, Olefins & Derivatives, S&P Global Commodity Insights Shanshan Dai Director, Fibres, S&P Global Commodity Insights Will Xu Associate Director, S&P Global Commodity Insights Fangfang Wang Associate Director, C4S & Elastomers, S&P Global Commodity Insights Sophie Su Senior Principal Research Analyse, Methanol & Derivatives, S&P Global Commodity Insights
5:45pm	Insights to action	Yan Ping Senior Commodities Sales Specialist, Chemicals, S&P Global Commodity Insights
5:55pm	Closing remarks & end of day	Lilian Liu Director, Client Deveopment Management, S&P Global Commodity Insights

Time	Topic	Speaker
1:00pm	Welcome back	Gang Hao Senior Director, APAC, S&P Global Commodity Insights
1:10pm	LNG market updates: The return of a state of normalcy	Kenneth Foo Global Director, Asia LNG, S&P Global Commodity Insights
1:40pm	Benchmarking China's LNG Import Fair and representative prices for revenue and expenditure Price anchoring Key considerations around contract valuations	Dex Wang Director of Strategy, Benchmarks, S&P Global Commodity Insights
2:10pm	Finding growth opportunity in China gas market amid economic uncertainty What is behind the growth in H1? For how long can storage injection and gas power capacity buildout sustain gas demand growth? How will China secure future gas supply?	Xiao Lu Director, Global and Low Carbon Gas, S&P Global Commodity Insights
2:45pm	The trios of Asian gas demand: The mature, the giant, and the newcomer Will China continue to play the role of the swing factor in the global LNG market? How will the emerging markets in South and Southeast Asia response to declining prices? What are the key signposts to gauge gas and LNG demand growth trajectory in the Asian gas market trio?	Tianshi Huang Associate Director, Global and Low Carbon Gas, S&P Global Commodity Insights
3:20pm	Afternoon break
3:35pm	King Coal's future - China's coal market update What are main drivers for coal prices volatility recently? What is the coal price trajectory in the coming years? When will China start to drop its coal consumption substantially? What’s the role of imports in China’s coal supply and how will it evolve?	Xiaomin Liu Director, Global Power & Renewables, S&P Global Commodity Insights
4:10pm	Understanding different power prices in China's evolving power market How have power market reforms refreshed the tariff structure? What are the key influencers shaping the power prices trajectories over the past two years? How corporates can get better prepared for power market turbulences ahead?	Weixiao Qin Principal Research Analyst, S&P Global Commodity Insights
4:45pm	How to price flexible power sources to support green transition? What are the current revenue streams for flexible power sources? Is the current pricing mechanism incentivizing enough investment in flexible sources? How would the balancing cost of flexible power affect green transition?	Bing Han Principal Research Analyst, S&P Global Commodity Insights
5:20pm	Common objective, differentiated approaches - APAC power & utilities company strategies How do power and utilities companies measure their strategic goals in the context of energy transition? What portfolio choices have they made to align with the decarbonization trends? What are the key factors affecting the implementation of these strategies?	Ella Chen Principle Research Analyst, Global Power & Renewables, S&P Global Commodity Insights
5:55pm	Closing remarks & end of day	Gang Hao Senior Director, APAC, S&P Global Commodity Insights

Morning Plenary
Afternoon Sessions

Time	Topic	Speaker
9:00am	Welcome remarks	Lily Zhang Senior Commercial Director, S&P Global Commodity Insights
9:10am	Emerging benchmarks update	Calvin Lee Head of Asia Content, S&P Global Commodity Insights
9:40am	Reality Check - Signposts to the energy transition What progress has been made over the past three years? Will 2024 demonstrate a faster or slower of the energy transition? What are signposts for 2025 and beyond?	Kaori Tachibana Director, Outlooks and Scenarios Analysis, S&P Global Commodity Insights
10:10am	Diverging pathways to net zero - APAC's energy transition action plans What are the latest developments and updates regarding energy transition progress and targets in APAC countries? What decarbonization strategies are available for both developed and developing economies in the power sector? What are the primary challenges facing emerging markets in the APAC region during their energy transition?	Allen Wang Senior Director, Global Power and Renewables, S&P Global Commodity Insights
10:40am	Morning break
10:55am	Low-carbon hydrogen support schemes: Do they suffice to shift the paradigm? Production support schemes, one of the levers that governments can pull on to encourage investment and ultimately reduce cost, are being designed and implemented across the globe. But are they enough to make a lasting change in currently very expensive low-carbon hydrogen industry? What are the latest supporting mechanisms? Carrot or stick – what are the differences in approach between the US and EU? How have the announced support schemes driven investment What can policy makers do to ensure that market continues to grow post subsidies?
10:55am	Corporate sustainability reporting trends
11:55AM	Closing remarks & lunch	Lily Zhang Senior Commercial Director, S&P Global Commodity Insights

Time	Topic	Speaker
1:00pm	Welcome back	Zhang Peng Commercial Specialist, GPCS Insights, S&P Global Commodity Insights
1:10pm	Is the COP28 pledge to triple renewables capacity by 2030 a surmountable challenge? How difficult is this goal? For which markets is the objective easier or harder to achieve? What are the substaintial different challenges that markets worldwide facing to build more renewables? Will the nearshoring/onshoring policy play a vital role in achieving the tripling target?	Chengyao Peng Director, Global Power and Renewables, S&P Global Commodity Insights
1:40pm	Improving market mechanisms are enabling corporates to go 100% green in China What is the current policy driver and market landscape for clean corporate procurement? What is the trend of corporate's green offtake so far? How to assess different procurement options and emerging alternatives?	Weixiao Qin Principal Research Analyst, Global Power and Renewables, S&P Global Commodity Insights
2:10pm	Ready to take off in real? China's carbon market update How has China's 1+N carbon policy framework progressed so far? What is the impact of national ETS to tighten the benchmark and include more emitters? Will the reactivated CCER play a vital role in carbon price? How will China participate in global carbon markets?	Caroline Zhu Senior Analyst, Energy Transition, S&P Global Commodity Insights
2:40pm	LNG Carbon Intensity and Methane Emissions How carbon intensity is set to impact commodity market valuations Emissions intensity of natural gas in China's power sector Methane measurement and methane emissions reduction	Steffi Teo Emissions Insight Analyst, S&P Global Commodity Insights
3:10pm	CCUS in the energy transition: An APAC perspective CCUS deployment activity is expected to accelerate in the coming decade in APAC, with more diversified participants from various emitter sectors, and new business models explored by emitters and service providers. How the project pipeline in APAC compare to other regions? What messages we can get by investigating the project sizes, emitter sectors and project stakeholders? What differences are evident in the APAC capture technology approaches and suppliers compared to other regions?	Kunfeng Zhu Director, Upstream, S&P Global Commodity Insights
3:40pm	Afternoon break
3:55pm	Biofuel pricing	Baoying Ng Director, APAC Market Engagement, S&P Global Commodity Insights
4:25pm	Global Biofuel market outlook Legislation and policy Capacity review and outlook Demand outlook SAF market outlook Feedstocks and technology	Linda Li Senior Commodity specialist, Agriculture, S&P Global Commodity Insights
4:55pm	Shipping decarbonisation Shipping decarbonisation regulatory updates Operators' approaches in decarbonisation Alternative fuel outlook Platts coverage on alt bunker assessment & freight, PBR, PBCs	Baoying Ng Director, APAC Market Engagement, S&P Global Commodity Insights Yingzhi Zhang Shipping Specialist, S&P Global Commodity Insights
5:25pm	Evolution of battery metals pricing and chemistry: A review and outlook Platts battery metals prices and methodology overview Lithium price volatility on growing supply, changing dynamics NMC cooldown tempers nickel, cobalt prices Outlook of EV market and battery chemistry mix	Lucy Tang Senior Market Specialist, Metals, S&P Global Commodity Insights
5:55pm	Closing remarks & end of day	Zhang Peng Commercial Specialist, GPCS Insights, S&P Global Commodity Insights

北京大宗商品市场洞察论坛

2024年7月16日至17日，北京时间上午9点至下午6点

北京四季酒店

在北京大宗商品市场洞察论坛上，了解全球和中国市场，并与业界同行建立联系。

加入我们，聆听我们的专家和大宗商品专家就关键内容发表的看法，这些内容将帮助您分析复杂问题，并深入了解影响您业务的瞬息万变的动态。

以下简要说明了为什么您应该报名参加此次免费论坛：

洞见商品市场面临的挑战和发展趋势
通过互动问答环节向我们的行业专家直接提问
与熟悉的业界同行见面和互动，同时认识新同行。

参加本次活动需要预先报名。名额有限，报名从速。报名截止于7月12日（星期五）北京时间下午5点。

议程

7月16日
7月17日

上午主会场论坛
下午分会场论坛

时间	主题	主讲嘉宾
9:00am	欢迎辞	王旭大中华区商务负责人兼高级商务董事、标普全球大宗商品
9:10am	全球和亚太地区石油市场全球宏观和石油需求展望全球石油供应前景、OPEC+与非OPEC+、库存变化和原油价格能源转型对石油和炼油长期前景的影响石油商品连接点	Premasish Das 研究分析执行总监、标普全球大宗商品 Benjamin Shen 商品专家 – 石油和液化天然气、GCR、标普全球大宗商品
9:35am	全球基准概况	牛晓芳中国区内容总监、标普全球大宗商品
10:00am	全球勘探开发趋势 - 影响未来的因素在能源转型的阴影笼罩下，越来越多的人认为石油和天然气在整个能源组合中的作用至关重要。这种情绪变化会产生什么影响？领先企业如何平衡石油天然气和低碳的双重任务，考虑到收益之间的差距，是否将石油天然气重新放在首位？虽然勘探活动仍面临挑战，但是否有迹象表明，高影响深水勘探活动正在重启？	朱坤锋上游研究分析总监、标普全球大宗商品
10:25am	上午茶歇
10:35am	全球化工市场：为好转做好准备	李健民亚太化工板块负责人、标普全球大宗商品
10:50am	全球LNG市场：重塑、赶超与未知虽然国际LNG现货价格已逐步恢复到危机前水平，但市场波动依然显著短期前景：全球LNG市场是否真的在恢复稳定？ LNG供应前景：下一个周期何时开始？关键的不确定因素：地缘政治和政策风险将如何影响长期供需平衡？对长协和现货价格有何影响？	杨珍妮天然气和低碳燃气研究分析高级总监、标普全球大宗商品
11:15am	中国碳承诺的进展：三年回顾过去三年中，碳目标是如何形成具体行业政策的？地缘政治等能源安全因素将如何影响政策方向？中国是否会继续投资于低碳技术以推动长期经济增长？这对全球市场而言又意味着什么？随着中国加强脱碳努力，高耗能行业将如何转型？碳承诺、经济增长和能源安全之间的平衡将如何影响中国未来的能源结构？	主持人：王祝伟亚洲及中东石油市场分析总监、标普全球大宗商品小组讨论会嘉宾：彭澄瑶电力与可再生能源研究分析总监、标普全球大宗商品史丰蕾中国石油市场、中游和下游研究分析总监、标普全球大宗商品朱坤锋上游研究分析总监、标普全球大宗商品卢潇天然气与低碳燃气研究分析总监、标普全球大宗商品
11:55am	上午场结束语和午餐	李威强亚太内容主管、标普全球大宗商品

大宗商品干散货
石油和化工
电力与公用事业

时间	主题	主讲嘉宾
1:00pm	下午场欢迎辞	主持人
1:10pm	2024-2025年全球钢铁行业发展前景欧盟、美国、土耳其和中国钢材价格预测铁矿石和焦煤价格预测我们对2024年中国钢材出口的预期东南亚钢铁产能增长印度钢材市场分析	郝欣欣金属板块研究分析师、标普全球大宗商品
1:40pm	钢铁和原材料市场概况	王杨雯铁矿石高级经理、标普全球大宗商品
2:10pm	探讨钢铁行业的可持续发展亚洲钢材市场概况监管影响 - CBAM 和亚洲相关政策废钢是亚洲钢铁业降碳的核心之一碳核算钢 - 行业现状和未来趋势	Jesline Tang 亚太区金属业务负责人、标普全球大宗商品
2:40pm	铝和铜市场概况亚洲铝市场因货运错位和装运延迟而得到支撑俄乌冲突影响全球铝市场铜精矿加工精炼费（TC/RC）跌至历史低点，供应依然紧张电解铜需求复苏缓慢	Jesline Tang 亚太区金属业务负责人、标普全球大宗商品
3:10pm	农产品贸易和干散货货运展望	张颖智航运产品专家、标普全球大宗商品
3:40pm	午后茶歇
3:55pm	干散货货运：中国将继续左右货运市场的命运？地缘政治对干散货市场的影响贸易流扭曲--这是新常态吗？ VUCA影响干散货货运市场	Pradeep Rajan 亚洲货运、编辑部副主任、标普全球大宗商品
4:25pm	JKAP和亚洲清洁合成氨市场 - 缩小当前和未来市场之间的差距	Lee Hui Min 肥料主编、标普全球大宗商品
4:55pm	谷物和油籽市场概况生物燃料的发展及其对油籽市场的影响从农田到餐桌：洞察蛋白质的价值	Linda Li 农业经济及生物燃料高级产品专家、标普全球大宗商品
5:25pm	集装箱运输	Baoying Ng 亚太区市场参与总监、标普全球大宗商品张颖智, 航运产品专家、标普全球大宗商品
5:55pm	结束语和总结	主持人

时间	主题	主讲嘉宾
1:00pm	下午场欢迎辞	刘江丽客户拓展经理、亚太区、标普全球大宗商品
1:10pm	原油市场概况普氏迪拜原油估价概述中东原油市场价格趋势贸易流向变化	邓慧娟亚太原油经理、标普全球大宗商品
1:35pm	中国石油展望	史丰蕾中国石油市场、中游和下游研究分析总监、标普全球大宗商品
2:00pm	成品油市场概况	Shermaine Ang 成品油市场战略合作与情报全球主管、标普全球大宗商品
2:25pm	下游行业的未来在哪里？本演讲探讨了在不断加速的能源转型中，炼油行业面临的脱碳挑战。重点介绍了能源转型的关键趋势，以及作为成品油重要消费领域 --交通行业脱碳过程中所面临的具体挑战。能源转型趋势交通脱碳挑战全球下游市场展望下游投资机会分析	刘海全能源咨询总监 - 石油、中游和下游、标普全球大宗商品
2:50pm	油轮--VUCA 的影响：坚挺还能持续多久？波动性、不确定性、复杂性和不确定性主导货运市场清洁、肮脏的油轮市场满足吨英里需求重新规划贸易流使油轮运费持续上涨影子船队是否仍在影响全球油轮市场?	Pradeep Rajan 亚洲货运、编辑部副主任、标普全球大宗商品
3:15pm	化学品市场更新：芳烃市场汽油调和将继续引领亚洲芳烃市场？苯的崛起对二甲苯一路高歌猛进亚洲和美国的汽油调合市场	Samar Niazi 亚洲化学品公司芳烃全球负责人、标普全球大宗商品
3:40pm	午后茶歇
3:55pm	化学品市场更新：亚洲烯烃市场回顾原料成本高企、需求疲软的影响深海供应趋势及对亚洲烯烃市场的影响亚洲石脑油裂解装置运营的最新情况	Melvin Yeo 国际石化市场交流和推广负责人、标普全球大宗商品
4:20pm	化工行业减碳之路：我们为何要减碳？化工行业如何减碳化工行业主要的减碳方案讨论- 氢，CCUS和可持续原料下一步该如何行动	金凯洪总监，中国化工咨询、标普全球大宗商品
4:45pm	化工市场的发展前景	张晓东芳烃总监、标普全球大宗商品傅宁烯烃及衍生品总监、标普全球大宗商品 Shanshan Dai 纤维品总监、标普全球大宗商品 Will Xu 副总监、标普全球大宗商品 Fangfang Wang C4S和弹性体副总监、标普全球大宗商品 Sophie Su 亚太区甲醇及下游产品副总监、标普全球大宗商品
5:45pm	洞见转为实践	严平高级石化产品专家、标普全球大宗商品
5:55pm	结束语和总结	刘江丽客户拓展经理、亚太区、标普全球大宗商品

时间	主题	主讲嘉宾
1:00pm	下午场欢迎辞	郝刚亚太高级总监、标普全球大宗商品
1:10pm	LNG市场概况	Kenneth Foo 亚洲液化天然气,副编辑总监、标普全球大宗商品
1:40pm	中国液化天然气进口基准公平且有代表性的收支价格价格锚定合同估值的主要考虑因素	王辰宇基准价策略总监、标普全球大宗商品
2:10pm	在经济不确定性中寻找中国天然气市场的增长机会上半年增长的原因是什么？储气库注入和天然气发电产能建设能够维持天然气需求增长多久？中国将如何保障未来的天然气供应？	卢潇全球低碳燃气总监、标普全球大宗商品
2:45pm	亚洲天然气需求三重奏：成熟企业、巨头和后起之秀中国在全球LNG市场中的作用是否会保持不变？南亚和东南亚新兴市场将如何应对价格下跌？衡量亚洲天然气市场三巨头中天然气和LNG需求增长轨迹的关键指标是什么？	黄天石全球低碳燃气副总监、标普全球大宗商品
3:20pm	午后茶歇
3:35pm	煤电为王”的未来：中国煤炭市场概况近期煤炭价格波动的主要驱动因素是什么？未来几年煤炭价格走势会是如何？中国何时开始大幅减少煤炭消费？进口在中国煤炭供应中的作用是什么？它将如何发展？	刘晓旻全球电力与可再生能源总监、标普全球大宗商品
4:10pm	中国电力市场持续演进，探索多样化的电价策略电力市场改革如何影响电价结构？在过去两年中，影响电价走势的主要因素有哪些？企业如何更好地为未来的电力市场动荡做好准备？	秦伟肖全球电力和可再生能源首席研究分析师、标普全球大宗商品
4:45pm	如何为灵活电源定价来促进绿色转型？目前灵活电源的收入来源是什么？当前的定价机制是否能激励对灵活电源的足够投资？灵活电力成本取得平衡会给绿色转型带来什么影响？	韩冰全球电力和可再生能源首席研究分析师、标普全球大宗商品
5:20pm	亚太地区电力与公用事业公司战略：多路并进，异曲同工能源转型背景下，电力和公用事业公司如何设立战略目标？为了顺应脱碳趋势，他们做出了哪些投资组合选择？影响这些战略实施的关键因素是什么？	陈祺全球电力与可再生能源首席研究分析师、标普全球大宗商品
5:55pm	结束语和总结	郝刚亚太高级总监、标普全球大宗商品

上午主会场论坛
下午分会场论坛

时间	主题	主讲嘉宾
9:00am	欢迎辞	张丽军高级商务董事、标普全球大宗商品
9:10am	新兴基准更新	李威强亚太内容主管、标普全球大宗商品
9:40am	现实检验——能源转型的路标过去三年取得了哪些进展？ 2024年能源转型会加速还是减速？ 2025年及以后的路标是什么？	Kaori Tachibana 展望和情景分析总监、标普全球大宗商品
10:10am	实现净零排放的不同路径——亚太地区的能源转型行动计划亚太国家能源转型进程和目标的最新进展和概况发达经济体和发展中经济体的电力行业都有哪些脱碳战略？亚太地区新兴市场在能源转型期间面临的主要挑战是什么？	Allen Wang 全球电力和可再生能源高级总监、标普全球大宗商品
10:40am	上午茶歇
10:55am	全球氢能市场：政策和项目进展
11:25am	企业可持续发展报告趋势
11:55AM	上午场结束语和午餐	张丽军高级商务董事、标普全球大宗商品

时间	主题	主讲嘉宾
1:00pm	下午场欢迎辞	Zhang Peng 商务专家，GPCS Insights、标普全球大宗商品
1:10pm	COP28承诺到2030年将可再生能源产能增加两倍，是否是一个可以克服的挑战？这个目标有多难达成？哪些市场的目标更容易或更难实现？全球市场在推动更多可再生能源建设方面面临哪些重大不同挑战？近岸外包/在岸外包政策是否会在实现这个目标方面发挥关键作用？	彭澄瑶全球电力和可再生能源总监、标普全球大宗商品
1:40pm	市场机制不断完善，促进中国企业实现100%绿色转型目前企业绿色采购的政策驱动因素和市场格局如何？目前企业绿色承购的趋势如何？如何评估不同的采购选项和新兴替代方案？	秦伟肖全球电力和可再生能源首席研究分析师、标普全球大宗商品
2:10pm	准备好真正起飞了吗？中国碳市场概况迄今为止，中国的1+N碳政策框架进展如何？中国ETS收紧排放基准并纳入更多的排放企业会有何影响？重启的CCER是否会在碳价格中发挥重要作用？中国将如何参与全球碳市场？	朱思捷能源转型高级分析师、标普全球大宗商品
2:40pm	液化天然气碳强度和甲烷排放碳强度将如何影响商品市场估值中国电力行业的天然气排放强度甲烷测量与甲烷减排	Steffi Teo 排放洞察分析师、标普全球大宗商品
3:10pm	能源转型加速，对不同地区的CCUS进行比较	朱坤锋上游研究分析总监、标普全球大宗商品
3:40pm	午后茶歇
3:55pm	生物燃料定价	Baoying Ng 亚太区市场参与总监、标普全球大宗商品
4:25pm	全球生物燃料市场展望	Linda Li 农业经济及生物燃料高级产品专家、标普全球大宗商品
4:55pm	航运业脱碳航运业脱碳的监管动态运营商的脱碳方法替代燃料的发展前景普氏的替代燃料估价和运费、PBR、PBC	Baoying Ng 亚太区市场参与总监、标普全球大宗商品张颖智航运产品专家、标普全球大宗商品
5:25pm	电池金属市场概况	Lucy Tang 金属高级经理、标普全球大宗商品
5:55pm	结束语和总结	主持人

Beijing Commodity Market Insights Forum

July 16 & 17, 2024, 9 am – 6 pm CST

Beijing Commodity Market Insights Forum

July 16 & 17, 2024, 9 am – 6 pm CST

Four Seasons Beijing

The Beijing Commodity Market Insights Forum will be taking place in-person from July 16 to 17.

Agenda

北京大宗商品市场洞察论坛

2024年7月16日至17日，北京时间上午9点至下午6点

北京四季酒店

议程

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