Manila Commodity Market Insights Forum 2024

Thank you for your interest. Unfortunately, we have reached our maximum capacity. Registration is now closed.

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

Join us to hear from our specialists and commodity experts on key critical content that will help you analyze complex issues and get insights on the rapidly changing dynamics that will impact your business.

Here’s a quick rundown on why you should secure your complimentary registration at Shangri-La The Fort, Manila:

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 Monday, February 19, at 5pm PHT.

EVENT STARTS IN

Agenda

Morning Plenary
Afternoon Sessions

8:30 AM	Registration
9:00 AM	Welcome address Sudharshan Rajagopal, Commercial Director, S&P Global Commodity Insights
9:05 AM	Opening keynote address Alessandro O. Sales, Undersecretary, Department of Energy
9:20 AM	An update on key global benchmarks Ada Taib, Associate Director, Asia and Middle East Crude, S&P Global Commodity Insights
9:50 AM	Understanding the energy transition in the global south Allen Wang, Research and Analysis Director, S&P Global Commodity Insights
10:20 AM	Coffee Break
10:35 AM	Global oil market outlook OPEC+ cuts, Hamas-Israel war, Russia-Ukraine war, Inflation – How will geopolitics, macro trends shape oil markets in 2024? Demand growth and OPEC+ challenges Global oil supply/demand outlook for 2024 Premasish Das, Executive Director, Head of Oil Markets & Downstream Research - Asia, Middle East, and Africa, S&P Global Commodity Insights
11:05 AM	Making waves in maritime future fuels: What’s making the biggest splash? Marine fuels - regulatory landscape Global bunker demand outlook Future fuels overview (LNG, Methanol, Ammonia, Hydrogen, Biofuels) Bunker demand analysis – individual future fuels Pradeep Rajan, Senior Managing Editor, Asia Shipping, S&P Global Commodity Insights
11:35 AM	Closing remarks Praveen Kumar, Senior Director, Relationship Management, S&P Global Commodity Insights
11:40 AM	Lunch break

*Agenda subject to change

Coal, Gas, Power & Renewables
Oil, Metals & Shipping

12:25 PM	Registration
12:40 PM	Welcome Back Alvin Tay, Commercial Manager, S&P Global Commodity Insights
12:45 PM	Thermal coal market updates Trade flow review 2024 outlook and price forecast Pat See Khoo, Senior Analyst, S&P Global Commodity Insights
1:15 PM	LNG global markets: Return of trading activity, liquidity and price stability How LNG prices are reacting to normalizing market fundamentals in 2024 Asia's key role in balancing global gas markets Changes in spot and term contracts pricing and indexation JKM physical forwards major launch in January, 2024 Ying Ting Lew, Senior Editor, Asia LNG, S&P Global Commodity Insights
1:45 PM	LNG market outlook: are we halfway through the cycle? Are some measures of stability are returning to the global gas and LNG markets? LNG supply: When will the next cycle begin? LNG demand: Diverging outlook for the largest importers Johan Utama, Principal Research Analyst, S&P Global Commodity Insights
2:15 PM	The right LNG and gas prices for Philippines Fair value for Philippines LNG import Considerations in contract Benchmarking domestic gas supplies Dex Wang, Director, Strategy Development: Benchmark Advocacy, S&P Global Commodity Insights
2:45 PM	Coffee break
3:00 PM	The role of gas and LNG in the evolving transition to clean energy in Southeast Asia Government interventions and trade-offs LNG imports rise as domestic demand declines The power sector is Southeast Asia's key gas demand driver Huyen Trang Vu, Research Analyst, S&P Global Commodity Insights
3:30 PM	ASEAN renewable development update and forecast New market development and auctions LCOE and cost trend Challenges and new trend since 2024 Key signposts for 2024 Allen Wang, Research and Analysis Director, S&P Global Commodity Insights
4:00 PM	Expanded I-REC market in Asia Pacific Growing corporate demand for renewable energy consumption Market trend and outlook of I-RECs in key markets Near-term price trends Challenges with I-RECs Caroline Zhu, Senior Analyst, Low Carbon Electricity, S&P Global Commodity Insights
4:30 PM	Closing remarks Alvin Tay, Commercial Manager, S&P Global Commodity Insights
4:35 PM	End of Day

*Agenda subject to change

12:25 PM	Registration
12:40 PM	Welcome Back Timmy Ushijima, Director, Relationship Management, S&P Global Commodity Insights
12:45 PM	Updates and trends for Middle East crude oil and Asian fuel oil Ada Taib, Associate Director, Asia and Middle East Crude, S&P Global Commodity Insights
1:15 PM	Asia gasoil, gasoline trends and market updates Asian gasoil and gasoline markets one year after the Russian invasion China's post-COVID-19 gasoil and gasoline flows impact on Asia Changes in regional supply & demand landscape for motor transport fuels Jonathan Nonis, Associate Editorial Director, Refined Products, S&P Global Commodity Insights
1:45 PM	Asia refining market outlook Outlook of Chinese demand recovery and product exports Refined product demand in Asia New capacity additions and the challenges Connecting the dots with insights Premasish Das, Executive Director \| Head of Oil Markets & Downstream Research – Asia, Middle East, and Africa, S&P Global Commodity Insights Sahil Singh Panoo, Oil & NGL Specialist, APAC, S&P Global Commodity Insights
2:15 PM	Developments in the Asian biofuels markets Overview of Asia ethanol market and prices Development in the SAF market and implications on feedstocks Price trends of biofuels and SAF Shien Ern Tan, Associate Editor, Asia Biofuels & Feedstocks, S&P Global Commodity Insights
2:45 PM	Coffee break
3:00 PM	Asia steel market: Challenges and opportunities Overview of Asia steel markets: Major trends in 2023-2024 Key policy, regulation, overcapacity and other factors impacting these markets Trade flows: Deteriorating margins, weak property demand and overcapacity making mills seek other export options Shuocheng Ni, Editor, Steel & Scrap, S&P Global Commodity Insights
3:30 PM	Tankers - How long will the firm run continue? 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, Senior Managing Editor, Asia Shipping, S&P Global Commodity Insights
4:00 PM	Global dry bulk trade flows and freight outlook Overview of global dry bulk commodities and freight markets in 2023 Dry bulk fleet and orderbook overview Major events impacting dry bulk commodity outlook and freight Short to medium-term outlook for dry commodities and freight Pranay Shukla, Director, Head of Dry Bulk Freight & Commodities Research, S&P Global Commodity Insights Arveen Rajula Rajah, Associate Maritime Commercial Specialist, S&P Global Commodity Insights
4:30 PM	Closing remarks Timmy Ushijima, Director, Relationship Management, S&P Global Commodity Insights
4:35 PM	End of day

*Agenda subject to change

Manila Commodity Market Insights Forum

February 21, 2024, 9 am – 4.30 pm PHT

Shangri-La The Fort, Manila

Thank you for your interest. Unfortunately, we have reached our maximum capacity. Registration is now closed.

EVENT STARTS IN

Agenda