S&P Global Commodity Insights

  • 中文
  • English

2023北京大宗商品市场洞察论坛­

欢迎您出席标普全球大宗商品举办的2023中国大宗商品市场洞察研讨会，倾听我们的资深分析师就影响市场的重要话题分享其深入见解。我们的专家将讨论影响市场的重要话题，就能源转型、能源安全、石化、金属和农业方面的全球展望提供重要情报。

本研讨会也将为您提供一个绝佳机会，您可借此向深受尊敬的行业演讲者直接提问，并与众多业界同行建立联系。

即刻点击右侧“REGISTER NOW”填写报名表，锁定本次免费活动的席位。

我们期待在会上见到您！

免费活动，席位有限。请注意，我们可能无法满足登记时的无预约或代替出席的要求。

“*本次注册将于北京时间7月20日（星期四）下午5点截止。

会议日程

  • 主会场
  • 下午分会场

时间

议题

主讲嘉宾

8:30am

签到与交流

9:00am

欢迎致辞

王旭,
大中华区执行副总裁

9:10am

替代燃料和新兴市场的意义

  • 测量原油和精炼产品的碳强度的重要性
  • 可再生柴油和氢化植物油（HVO）在亚洲市场的增长
  • 燃油工业中替代燃料的研究

Calvin Lee,
亚太内容主管

9:55am

双重挑战： 维持能源供应安全和加速能源转型

在过去一年半的时间里，全球大宗商品价格仿佛乘坐过山车一般起伏不定，“确保能源供应安全”已然成为政府和公司的首要任务。与此同时，全球也就“需要进行以减排为目的的能源转型”的观点日益达成共识，即使实现这一目标将会面临重重挑战。

  • 目前的能源危机是否已经结束？应该如何避免未来的冲击？
  • 平衡有序的转型会是什么样子？
  • 对能源安全的关注会加速还是减缓能源转型？
  • 中国在低碳未来中发挥更大作用的机会是什么？

主持人：

  • 周希舟，周希舟，全球电力与可再生能源研究副总裁

讨论嘉宾：

  • 吴康，原油市场
  • 朱坤锋, 上游解决方案
  • 杨珍妮, 天然气与低碳燃气
  • 彭澄瑶，电力与可再生能源

10:40am

茶歇

10:55am

情境分析 - 未来的能源系统组合

近期的市场波动意味着未来道路充满着不确定性。世界必须大幅改变其主要能源消费以实现排放目标，而达成这种改变也有多种实现形式。标普全球大宗商品将为您概述以下几种情况：包括我们最可能的情境—Inflections和我们积极减排的情境—Green Rules。此外，我们还设想了一个在减排方面做得很少的情境—Discord，以及两条通往净零排放未来的道路。这些情境包含了对世界能源格局可能发生的变化的重要假设和影响。亚洲在减排方面的角色将如何改变？其对石油、天然气和煤炭的影响又将如何？

Jeff Moore,
长期天然气分析经理

11:30am

能否在勘探开发与低碳之间实现平衡？

是在核心油气领域持续投资，还是向低碳业务转型，当下的油气公司试图在两者之间找到平衡。标普全球大宗商品就这一转型的发展速度和特点分享我们的见解和短期的预测。本环节旨在回答上游业务面临的一些关键问题：

  • 影响全球油气勘探和开发的主要趋势是什么？
  • 公司应该如何调整投资战略？
  • 减碳工作的方法和进展如何？
  • 行业是否在CCUS方向取得关键进展？

Nick Sharma,
上游研究分析执行总监

12:00pm

总结致辞

Hugh Ong,
客户服务总监，亚太区

* 议程可能会有变化

  • 未来燃料
  • 石化
  • 电力、天然气与可再生能源
  • 干散大宗商品

时间

议题

主讲嘉宾

1:00pm

应对贸易流变化情境下的亚洲原油和燃料油市场转型

  • 中东原油市场的变化态势
  • 原油贸易流变化对行业的影响
  • 燃料油供需平衡和贸易模式的发展
  • 国际海事组织监管下，对高硫燃料油的需求仍在不断增加

Calvin Lee,
亚太内容主管

1:30pm

全球、亚州及中国石油市场展望

吴康,
全球需求和亚洲分析主管

王祝伟,
亚洲石油分析经理

史丰蕾,
中国石油市场、中游和下游研究副总监

2:00pm

亚洲汽车燃料市场的复苏

  • 中国汽油和柴油出口在亚洲的影响
  • 欧洲对柴油的需求拉动
  • 产品方法论更新

Jonathan Nonis,
亚洲及中东石油市场副编辑总监

2:30pm

新生物燃料市场的崛起

  • 可持续航空燃料的增长和定价
  • 中国回收食用油出口和新的区域价格基准
  • 生物燃料的定价和增长

Jonty Rushforth,
新兴价格基准全球总监

3:00pm

茶歇


3:20pm

氢能：未来的燃料

  • 氢能供给和需求的未来
  • 氢能定价及基准价格
  • 超越氢能色彩光谱

Jonty Rushforth,
新兴价格基准全球总监

3:50pm

电池金属的趋势和挑战： 承诺的供应将使价格回升还是下降？

  • 锂价冷落： 一个时代的结束还是暂时的挫折？
  • 镍、钴价格在供应增长中的演变

Lucy Tang,
高级编辑，金属

4:20pm

未来炼厂

刘海全，
石油中下游咨询高级总监

4:50pm

油轮和LNG货运市场的最新情况

Pradeep Rajan,
高级主编，亚太船运与运费

5:20pm

总结

Calvin Lee,
亚太内容主管

* 议程可能会有变化

时间

议题

主讲嘉宾

1:00pm

石化原料发展前景

Aaron Cheong,
原料高级分析师

1:30pm

芳烃定价动态： 中国下半年的前景如何

审视中国在持续的需求不确定性中的产能合理化，以及其对定价的影响和对2023年下半年的预期。

Ora Lazic,
全球石油化工产品战略合作负责人

2:00pm

烯烃定价 - 展望中国烯烃市场复苏

徐慧晶，
主编，石化

2:30pm

甲醇定价： 绿色甲醇与灰色甲醇--两条平行的道路？

徐慧晶，
主编，石化

3:00pm

茶歇

3:20pm

芳烃市场前景展望

张晓东
芳烃研究总监

3:50pm

全球烯烃市场现状与展望

  • 全球乙烯、丙烯市场的供需现状和预测
  • 烯烃原料成本竞争性
  • 发展方向

傅宁，
烯烃及衍生品研究总监

4:20pm

聚合物和再生塑料： 可持续的塑料，可持续的前景？

目前再生塑料的价格波动如何影响行业的盈利能力，而对可持续性的长期承诺仍然是议程上的热点

Ora Lazic,
全球石油化工产品战略合作负责人

4:50pm

电子化学品市场与半导体加工材料

半导体行业在2019年到今年2023年备受关注，市场变化总是出人意料。半导体加工过程中需要各种高附加值的特殊化学品材料，这些高性能的特殊化学品材料是半导体加工的重要基石，使半导体芯片技术快速发展成为可能。半导体芯片技术也带动电子化学品材料的市场变化。

杨薇，
特殊化学品研究总监

5:20pm

总结

徐慧晶，
主编，石化

* 议程可能会有变化

时间

议题

主讲嘉宾

1:00pm

中国的电力市场改革：我们是否有望在2025年初步实现全国统一的电力市场？

随着2021年以来电力市场改革的加速，中国设定了到2025年初步形成全国统一的电力市场的目标。

  • 目前的电力市场设计是否有效地适应了新的目标？
  • 可再生能源和跨省跨区送受电入市的进展如何？
  • 电力现货市场的推出是否为电力资产投资带来了新的机遇

彭澄瑶，
电力与可再生能源研究分析总监

1:30pm

中国灵活性电源展望：绿色转型的重中之重

为应对新能源快速增长以及能源供应安全的挑战，中国政府在十四五规划中将灵活性电源作为能源战略的重要组成部分，并制定了宏伟的规划发展目标。

  • 中国的主要灵活性电源的发展选择——煤电、气电、电池储能、抽水蓄能？
  • 如何评估灵活性电源的经济技术指标？
  • 灵活性电源的主要市场驱动力和制约因素有哪些？

韩冰，
电力与可再生能源研究分析副总监

2:00pm

减碳与增长如何两全：东南亚电力部门能源转型之路

东南亚目前正面临着一场充满挑战的艰苦战斗，它正努力将其电力部门向净零能耗过渡。

  • 该地区能源转型的独特挑战是什么？
  • 电力部门的主要去碳化途径是什么？
  • 东盟国家实现其去碳化目标的关键因素是什么？

王伊，
电力与可再生能源研究分析高级总监

2:30pm

“博弈发展之道” —— 绿氢生产成本展望

传统观点认为，随着项目规模的扩大、产业链的规模化，以及技术的进步，绿氢的生产成本将大幅下降。然而，近几年来，电解水制氢的成本仍然受到了全球通胀的影响。

  • 未来，电解水制氢项目的资本支出将如何演变？
  • 影响未来绿氢生产成本发展演变的关键因素是什么？
  • 可供长距离输氢的选项有哪些？

杨珍妮，
天然气与低碳燃气研究分析高级总监

Megan Jenkins,
天然气与低碳燃气研究分析副总监

3:00pm

茶歇

3:20pm

国际液态天然气价格趋势对中国和亚洲地区的影响

  • 买家对2023 LNG低价目前的反应
  • 短长期LNG 价格结构变化
  • NG市场贸易行为变动和发展

洪澄宁，
液态天然气市场交流和拓展负责人

3:50pm

欧洲能源变局下的2023年全球LNG市场供需格局展望

俄乌冲突爆发以来，俄罗斯对欧管道天然气出口量大幅降低，屡创新低。天然气价格经历了大幅攀升后，近期逐步回落。而在2023年，欧洲全年都将面临低量的俄罗斯管道气供应。

  • 基于对储气库注气需求的预期以及各行业部门的需求响应，LNG在2023年欧洲天然气市场中将扮演何种角色？
  • 疫情后中国经济的复苏，是否会引发与欧洲的LNG资源争夺“拉锯战”？
  • 新液化项目在达成最终投资决策（FID）的过程中将面临怎样的竞争？
  • 全球LNG供需平衡对现货价格和长协合同有何影响？

黄天石，
天然气与低碳燃气研究分析副总监

4:20pm

中国天然气市场： 2023年及以后的增长预期

随着疫情结束，2023年中国经济回暖，天然气需求增长也预计将随之回归。

  • 中国的天然气需求增速能否重回两位数？
  • 各类天然气供应成本孰高孰低？
  • 中国企业对未来进口气源有何考虑？

卢潇，
天然气与低碳燃气研究分析总监

4:50pm

自愿碳市场： 流动性、质量和复杂性

  • 碳信用市场的趋势
  • 碳定价、合同和基准
  • 亚洲的强制性碳交易市场

Jonty Rushforth,
新兴价格基准全球总监

5:20pm

总结

杨珍妮，
天然气与低碳燃气研究分析高级总监

* 议程可能会有变化

时间

议题

主讲嘉宾

1:00pm

中国的人口老龄化： 这对食品和农业大宗商品意味着什么？

根据中国国家统计局的数据，中国的人口在2022年出现了60年来的首次下降。此外，尽管中国在2016年取消了独生子女政策，出生率仍旧下降到了有记录以来的最低水平。这个在过去30年里一直是以农业需求和贸易为驱动力的国家正在发生人口结构的转变。食品和农业市场也可能随之大幅放缓。20世纪90年代初发生在日本的类似食品和农产品消费疲软的情况会不会发生在中国？ 在本次会议上，我们讲通过研究中国人口和经济的变化、中国的食品和农产品需求，深度思考此议题，并讨论未来的中国消费情况。

Linda Li,
高级产品专家，农业与生物燃料

1:30pm

全球谷物和大豆市场展望： 供应转变、中国需求和全球贸易流的变化

我们将在这一环节讨论全球玉米、小麦和大豆市场的最新情况，主要围绕三个主题：

  • 中国的玉米需求及其对贸易流的影响
  • 在黑海冲突中全球小麦供应的演变
  • 天气和动物健康对大豆市场动态的影响

Linda Li,
高级产品专家，农业与生物燃料

2:00pm

低碳氨

Garrie Li,
亚洲行业咨询副总裁

2:30pm

全球化肥市场：挑战与展望

赵磊，
Fertecon首席分析师

3:00pm

茶歇

3:20pm

干散货航运市场展望

张颖智，
航运产品专家

3:50pm

后疫情时代铁矿石和炼焦煤贸易动态的转变

  • 海运铁矿石和钢铁市场趋势回顾
  • 普氏能源资讯的IOPEX港口库存价格评估套件
  • 中国炼焦煤需求结构的变化和对基准评估的影响

Keith Tan
亚太区域金属定价副总监

4:20pm

全球钢铁市场前景展望2023-2024

  • 欧盟、美国、土耳其和中国钢铁价格预测
  • 铁矿石和焦煤价格预测
  • 中国钢铁行业转型——电炉发展
  • 我们对 2023 年中国政府政策的预期
  • 我们对 2023 年中国钢铁出口的预期
  • 东南亚钢铁产能增长

郝欣欣，
研究分析师

4:50pm

集装箱运输： 暴风雨过后

  • COVID-19之后的箱价下跌--最坏的情况还没有到来吗？
  • 需求的潮汐式转变--宏观经济状况对市场的影响
  • 新的运力将去向何方--市场参与者计划如何渡过供应过剩的难关？

Chris To,
副编辑，航运

5:20pm

总结

Linda Li,
高级产品专家，农业与生物燃料

* 议程可能会有变化


主讲嘉宾

Jonty Rushforth
Jonty Rushforth
新兴价格基准全球总监
周希舟
周希舟
全球电力与可再生能源研究副总裁
王旭
王旭
大中华区执行副总裁
Calvin Lee
Calvin Lee
亚太内容主管
吴康
吴康
全球宏观需求与亚太分析主管
Nick Sharma
Nick Sharma
上游研究分析执行总监
杨珍妮
杨珍妮
杨珍妮，天然气与低碳燃气研究分析高级总监
Hugh Ong
Hugh Ong
客户服务总监，亚太区
朱坤锋
朱坤锋
上游研究分析总监
Jeffrey Moore
Jeffrey Moore
长期天然气分析经理
彭澄瑶
彭澄瑶
电力与可再生能源研究分析总监
Jonathan Nonis
Jonathan Nonis
亚洲及中东石油市场副编辑总监
Pradeep Rajan
Pradeep Rajan
高级主编，亚太船运与运费
Lucy Tang
Lucy Tang
高级编辑，金属
刘海全
刘海全
石油中下游咨询高级总监
韩冰
韩冰
电力与可再生能源研究分析副总监
王伊
王伊
电力与可再生能源研究分析高级总监
Megan Jenkins
Megan Jenkins
天然气与低碳燃气研究分析副总监
洪澄宁
洪澄宁
液态天然气市场交流和拓展负责人
黄天石
黄天石
天然气与低碳燃气研究分析副总监
卢潇
卢潇
天然气与低碳燃气研究分析总监
张颖智
张颖智
煤炭电力高级分析师
Aaron Cheong
Aaron Cheong
原料高级分析师
Ora Lazic
Ora Lazic
全球石油化工产品战略合作负责人
徐慧晶
徐慧晶
主编，石化
张晓东
张晓东
芳烃研究总监
傅宁
傅宁
烯烃及衍生品研究总监
杨薇
杨薇
特殊化学品总监
Linda Li
Linda Li
高级产品专家，农业与生物燃料
Garrie Li
Garrie Li
亚洲行业咨询副总裁
赵磊
赵磊
Fertecon首席分析师
Keith Tan
Keith Tan
亚太区域金属定价副总监
王祝伟
王祝伟
亚洲石油分析经理
郝欣欣
郝欣欣
金属和矿业板块高级分析师
Chris To
Chris To
副编辑，航运
史丰蕾
史丰蕾
中国石油市场、中游和下游研究副总监

Beijing Commodity Market Insights Forum 2023

S&P Global Commodity Insights China 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 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 Thursday, July 20, 5pm CST.


Agenda

  • Morning Plenary
  • Afternoon Sessions

Time

Topic

Speaker

8:30am

Registration & Networking Refreshments

9:00am

Welcome Remarks

Xu Wang,
Executive Director

9:10am

The significance of alternative fuels and emerging markets

  • The importance of measuring Carbon Intensity for Crudes and refined products
  • The growing Asian Markets for renewable diesel and hydrogenated vegetable oils (HVO)
  • An examination of alternative Fuels in the bunker industry

Calvin Lee,
Head of Asia Content

9:55am

The dual challenge: Maintaining supply security and accelerating energy transition

Global commodity prices have been on a roller coaster ride in the last year and a half, bringing energy supply security back to the top of the priority list for governments and companies. Yet, the global consensus on the need for an emissions-focused energy transition has become consistently stronger, even when challenges to achieving it have also become more evident.

  • Is the current energy crisis over? How should future shocks be avoided?
  • What would a balanced and orderly transition look like?
  • Will the focus on energy security speed up or slow down energy transition?
  • What are opportunities for China to play a larger role in a low-carbon future?

Moderator:

  • Xizhou Zhou
    Global Head of Power and Renewables

Panelists:

  • Kang Wu
    Oil Markets
  • Kunfeng Zhu
    Upstream Solutions
  • Jenny Yang
    Natural and Low-Carbon Gases
  • Chengyao Peng
    Power and Renewables

10:40am

Coffee Break

10:55am

Scenarios (future energy system mix)

The recent market volatility implies significant uncertainties about the path ahead. The world must change its primary energy consumption drastically in order to hit emissions targets, but there are several ways these changes may come to fruition. S&P Global outlines several scenarios including our most likely case, called Inflections and our aggressive emissions cut case called Green Rules. We also imagine a world where very little is done to reduce emissions, called Discord, along with two paths to a net-zero emissions future. These scenarios have important assumptions and implications on how the world's energy landscape might change. How will Asia’s role in reducing emissions change and what will be the impact on oil, natural gas and coal?

Jeffrey Moore,
Manager, Long Term Natural Gas

11:30am

Can a balance be achieved between E&P and Low-Carbon?

As companies seek to balance continuing investments in core oil and gas versus pivoting into new low-carbon business areas, S&P Global Commodity Insights is able to offer insights into the pace and character of how this transition is unfolding, and what to expect in the near future. This presentation will aim to answer some key questions facing the upstream business:

  • What are the key trends shaping global oil and gas exploration and development?
  • How are companies adapting their investment strategies?
  • What is the approach and progress of decarbonization efforts?
  • Is the industry making key strides towards CCUS initiatives?

Nick Sharma,
Research and Analysis Executive Director, Upstream

12:00pm

Wrap up for Lunch and afternoon tracks

Hugh Ong,
Director, Client Support

*Agenda subject to change

  • Fuels of the future
  • Chemicals
  • Power, Gas and Renewables
  • Dry Commodities

Time

Topic

Speaker

1:00pm

Transformation of Asian Crude & Fuel Oil markets in response to trade flow changes

  • Altering dynamics in the Middle East crude oil market
  • Impact of changing crude oil flows on the industry
  • Development of fuel oil supply and demand balances and trade patterns
  • Increasing demand for high sulfur fuel oil despite IMO regulations

Calvin Lee,
Head of Asia Content

1:30pm

Global, Asia and China oil market outlook

Kang Wu,
Head of Global Demand and Asia Analytics

Zhuwei Wang,
Manager, Asia Analytics

Fenglei Shi,
Associate Director, Oil Market, Midstream, and Downstream Research

2:00pm

The recovery in Asian motor fuels market

  • Impact of Chinese gasoline and gasoil exports in Asia
  • European demand pull on gasoil
  • Product methodology update

Jonathan Nonis,
Associate Editorial Director, Asia and Middle East Oil Markets

2:30pm

The Rise of the New Biofuels Markets

  • Sustainable Aviation Fuel growth and pricing
  • China’s Used Cooking Oil exports and the new regional benchmarks
  • Biobunker pricing and growth

Jonty Rushforth,
Head of Emerging Benchmarks

3:00pm

Coffee break


3:20pm

Hydrogen: Fuel of the Future

  • The future of hydrogen Supply and Demand
  • Hydrogen pricing and benchmarks
  • Beyond the hydrogen color rainbow

Jonty Rushforth,
Head of Emerging Benchmarks

3:50pm

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

Lucy Tang,
Senior Editor, Metals

4:20pm

Refinery of the Future

Harry Liu,
Executive Director, Oil Market, Midstream and Downstream Consulting

4:50pm

Oil tanker and LNG Freight market update

Pradeep Rajan,
Senior Managing Editor, Asia Pacific Shipping & Freight

5:20pm

Wrap up and end of day

Calvin Lee,
Head of Asia Content

*Agenda subject to change

Time

Topic

Speaker

1:00pm

Petrochemical feedstocks outlook

Aaron Cheong,
Senior Feedstock Analyst

1:30pm

Aromatics pricing dynamics: What lies ahead for China in H2

Looking at the capacity rationalization in China amid the ongoing demand uncertainties with the impact on pricing and expectations for the rest of 2023

Ora Lazic,
Strategic Engagement Leader, Global Petrochemicals

2:00pm

Olefins pricing - Envisioning China’s olefins recovery

Regina Sher,
Managing Editor, Petrochemicals

2:30pm

Methanol pricing & market update

Regina Sher,
Managing Editor, Petrochemicals

3:00pm

Coffee Break

3:20pm

Aromatics market outlook

Xiaodong Zhang
Director, Aromatics

3:50pm

Olefins market outlook

Sally Ning Fu,
Director, Olefins & Derivatives

4:20pm

Polymer and Recycled plastics: Sustainable plastics, sustainable outlook?

How the current pricing volatility in Recycled Plastics impacts the industry profitability, while long-term commitments to sustainability remain hot on the agenda

Ora Lazic,
Strategic Engagement Leader, Global Petrochemicals

4:50pm

Electric Chemicals Market and Semiconductor Processing Materials

Vivien Wei Yang,
Director, Specialty Chemicals

5:20pm

Wrap up and end of day

Regina Sher,
Managing Editor, Petrochemicals

Agenda subject to change

Time

Topic

Speaker

1:00pm

China's power market reform: are we on track toward a preliminary national unified power market in 2025?

Following the acceleration of power market reform since 2021, China sets a target to form a preliminary unified national power market by 2025.

  • Are current power market designs adapted to the new goal effectively?
  • What is the progress of including renewables and interregional transactions into the market?
  • Does the electricity spot market rollout reveal new opportunities for power asset investment?

Chengyao Peng,
Research and Analysis Director, Power and Renewables

1:30pm

Key to unlock green transition: China's flexible power outlook

As a crucial part of China's energy strategy, the Chinese government set ambitious targets of flexible power in the 14th Five-Year Plan to cope with surging renewable growth and to tackle power supply security challenges.

  • What are China's main flexible solutions, gas, coal, batteries, pumped storage or beyond?
  • How to evaluate the techno-economical features of flexible power?
  • What changes need to be made to create commercial opportunities for flexibility suppliers?

Bing Han,
Associate Director, Power and Renewables

2:00pm

Decarbonizing while growing: Energy transition in Southeast Asia's power sector

Southeast Asia is currently facing a challenging uphill battle as it strives to transition its power sector toward net-zero energy.

  • QWhat are the unique challenges of the region’s energy transition?
  • What will be the primary decarbonization pathways for the power sector?
  • What will be the key factors for ASEAN countries to achieve their decarbonization ambitions?

Allen Wang,
Senior Director, Power and Renewables

2:30pm

Green hydrogen cost outlook: Conflicting pressures

The conventional wisdom has been that costs will fall sharply as project size increase, the supply chain scales, and the technology is improved, but electrolysis has not been immune to the cost inflation seen across the economy in recent years.

  • What is in store for future electrolysis project capex?
  • What are the key factors influencing the evolution of green hydrogen production costs?
  • Which options are available for long-distance transport?

Jenny Yang,
Senior Director, Natural and Low-Carbon Gases

Megan Jenkins,
Associate Director, Natural and Low-Carbon Gases

3:00pm

Coffee Break

3:20pm

Global LNG and gas prices: Implications on China 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

Shermaine Ang,
Global Lead, LNG Strategic Engagement & Intelligence

3:50pm

Global Gas Markets: Living without Russian gas

The year 2023 will be the first full year of low Russian pipeline exports to Europe.

  • What role will LNG play in European gas markets in 2023 based on the expected stock-built requirement and demand response in key sectors?
  • Will the Chinese economic resurgence following the lifting of lockdowns trigger a “tug-of-war” for LNG imports with Europe?
  • How is the competition among new liquefaction projects trying to reach FID?
  • What is the implication of the supply demand balance on spot price and contract terms?

Tianshi Huang
Associate Director, Natural and Low-Carbon Gases

4:20pm

China gas market: Growth expectation in 2023 and beyond

The end of the “zero-COVID” policy promised an economic rebound with stronger energy and gas demand growth to follow in China.

  • Will Chinese gas demand growth return to double digit?
  • What is the cost comparison between different gas supply sources?
  • What are Chinese players' considerations for new import options?

Xiao Lu,
Director, Natural and Low-Carbon Gases

4:50pm

Voluntary Carbon Markets: Flux, Quality and Complexity

  • Trends in the carbon credit markets
  • Carbon pricing, contracts and benchmarks
  • Compliance carbon in Asia

Jonty Rushforth,
Global Head of Emerging Benchmarks

5:20pm

Wrap up and end of day

Jenny Yang,
Senior Director, Natural and Low-Carbon Gases

*Agenda subject to change

Time

Topic

Speaker

1:00pm

China's Aging Demographics: What does it mean for food and ag commodities?

According to China's National Bureau of Statistics, China's population dropped in 2022 for the first time in 60 years. Additionally, China's birth rate fell to its lowest level recorded despite the one-child policy being lifted in 2016. A demographic shift is taking place in the country that has been a driving force in agricultural demand and trade over the past 30 years. This shift could potentially slow China's growth dramatically from what food and agricultural markets have become accustomed to. Will similar food and agricultural commodity consumption languishing happened in Japan in early 1990s happen in China? In this session, we try to encourage audience to build their reflections on this issue by looking the changes in China demographics and economy, China’s food & agricultural demand, and discuss what does China’s consumption could look like going forward.

Linda Li,
Senior Specialist, Agriculture & Biofuels

1:30pm

Global Grains and Soybeans Market Outlook: Supply Shifts, China’s Demand and Changes on Global Trade Flow

In this session, our discussions are focused on global corn, wheat and soybean market updates, and are mainly surrounding 3 topics:

  • China’s corn demand and its impact on trade flows.
  • Evolution of global wheat supply amidst conflict in the Black Sea.
  • Weather and Animal Health on soybean market dynamics. We try to encourage audience to look into the recent market events while analyzing the market fundamentals, and reflect on how these changes will impact the commodities prices and global trade flow.

Linda Li,
Senior Specialist, Agriculture & Biofuels

2:00pm

Low-carbon ammonia

Garrie Li,
Vice President, Industry Executive Advisory Asia

2:30pm

Global fertilizer market: Challenges & Outlook

Isaac Zhao,
Principal analyst, Fertecon

3:00pm

Coffee Break

3:20pm

Dry bulk market forecast

Yingzhi Zhang,
Shipping Solution Specialist

3:50pm

Post-pandemic shifts in iron ore and coking coal trade dynamics

  • Review of seaborne iron ore and steel market trends
  • Platts suite of IOPEX port stocks price assessments
  • China's changing coking coal demand mix and impact on benchmark assessments

Keith Tan
Associate Regional Director, Asia Metals Pricing

4:20pm

Global iron and steel industry outlook 2023-2024

  • EU, US, Turkey and China steel price forecasts
  • Iron ore and coking coal price forecasts
  • China’s steel industry transformation – EAF development
  • What we expect from Chinese government policy in 2023
  • What we expect from Chinese steel exports in 2023
  • Southeast Asian steel capacity growth

Crystal Hao,
Senior analyst, metals and mining sector

4:50pm

Container Shipping: After the storm

  • Faltering box rates post COVID-19- is the worst yet to come?
  • Tidal shift in demand- how macroeconomic conditions have impacted the market
  • Where will new capacity go- how market participants plan to navigate through the over supply

Chris To,
Associate editor, shipping

5:20pm

Wrap up and end of day

Linda Li,
Senior Specialist, Agriculture & Biofuels

*Agenda subject to change


Speakers

Jonty Rushforth
Jonty Rushforth
Head of Emerging Benchmarks
Xizhou Zhou
Xizhou Zhou
Global Power and Renewables Lead
Xu Wang
Xu Wang
Executive Director
Calvin Lee
Calvin Lee
Head of Asia Content
Kang Wu
Kang Wu
Head of Global Demand and Asia Analytics
Nick Sharma
Nick Sharma
Research and Analysis Executive Director, Upstream
Jenny Yang
Jenny Yang
Senior Director, Natural and Low-Carbon Gases
Hugh Ong
Hugh Ong
Director, Client Service, Asia Pacific
Kunfeng Zhu
Kunfeng Zhu
Research and Analysis Director, Upstream
Jeffrey Moore
Jeffrey Moore
Manager, Long Term Natural Gas
Chengyao Peng
Chengyao Peng
Director, Power and Renewables
Jonathan Nonis
Jonathan Nonis
Associate Editorial Director, Asia and Middle East Oil Markets
Pradeep Rajan
Pradeep Rajan
Senior Managing Editor, Asia Pacific Shipping & Freight
Lucy Tang
Lucy Tang
Senior Editor, Metals
Harry Liu
Harry Liu
Executive Director, Oil Market, Midstream and Downstream Consulting
Bing Han
Bing Han
Associate Director, Power and Renewables
Allen Wang
Allen Wang
Senior Director, Power and Renewables
Megan Jenkins
Megan Jenkins
Associate Director, Natural and Low-Carbon Gases
Shermaine Ang
Shermaine Ang
Global Lead, LNG Strategic Engagement & Intelligence
Tianshi Huang
Tianshi Huang
Associate Director, Natural and Low-Carbon Gases
Xiao Lu
Xiao Lu
Director, Natural and Low-Carbon Gases
Yingzhi Zhang
Yingzhi Zhang
Shipping Solution Specialist
Aaron Cheong
Aaron Cheong
Senior Feedstock Analyst
Ora Lazic
Ora Lazic
Strategic Engagement Leader, Global Petrochemicals
Regina Sher
Regina Sher
Managing Editor, Petrochemicals
Xiaodong Zhang
Xiaodong Zhang
Director, Aromatics
Sally Ning Fu
Sally Ning Fu
Director, Olefins & Derivatives
Vivien Wei Yang
Vivien Wei Yang
Director, Specialty Chemicals
Linda Li
Linda Li
Senior Specialist, Agriculture & Biofuels
Garrie Li
Garrie Li
Vice President, Industry Executive Advisory Asia
Issac Zhao
Issac Zhao
Principal Research Analyst
Keith Tan
Keith Tan
Associate Regional Pricing Director, Metals
Zhuwei Wang
Zhuwei Wang
Manager, Asia Analytics
Xinxin Hao
Xinxin Hao
Research Analyst
Chris To
Chris To
Associate editor, shipping
Fenglei Shi
Fenglei Shi
Associate Director, Oil Market, Midstream, and Downstream Research

EVENT STARTS IN