Seoul Commodity Market Insights Forum l Commodity Insights

The Seoul Commodity Market Insights Forum will be held physically from April 16 to 17

Get clarity on the global and South Korea markets and connect with industry peers at the Seoul 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 The Westin Josun Seoul:

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, April 12, at 5pm KST.

EVENT STARTS IN

Agenda

April 16
April 17

Morning Plenary
Afternoon Sessions

Time	Topic
8:30am	Registration
9:00am	Welcome and opening remarks Hernan Mazzella, Chief Commercial Officer, S&P Global Commodity Insights
9:15am	Global oil outlook for crude and refined products OPEC+ cuts, Israel-Palestine war, Russia-Ukraine war, Inflation How will geopolitics, macro trends shape oil markets in 2024? Global oil supply/demand, inventory outlook for 2024 Kendrick Wee, Asia Downstream Research and EOS Price forecast Lead, S&P Global Commodity Insights
9:45am	2024 Global power and energy mix Updated global power market outlook to 2050 Key signposts for 2024 Allen Wang, Senior Director - Research and Analysis, S&P Global Commodity Insights
10:15am	Global benchmarks update Bao Ying Ng, Associate Director, APAC Market Engagement, S&P Global Commodity Insights
10:45am	Coffee break
11:00am	Global LNG outlook: An impending wave of LNG supply Are we seeing measures of stability returning to the global gas and LNG markets? What is the pace of global gas demand use over the long-term? When will the next LNG supply cycle begin? Zhi Xin Chong, Research and Analysis Senior Director, S&P Global Commodity Insights
11:30am	Global energy transition trends and what to watch in 2024 Evolving supply chains across technology and geography Global O&G majors portfolio strategies Vince Heo, Research and Analysis Director, S&P Global Commodity Insights
12pm	Lunch break

*Agenda subject to change

Chemicals
Dry commodities
Fuel of the future
Alternative Fuels

Time	Topic
12:30pm	Registration
1:00pm	Welcome back Lois Gu, Commercial Manager, S&P Global Commodity Insights
1:05pm	Asia methanol: A bumpy ride in 2024 amid few upsides Key drivers of supply and demand in H1 2024 Price trends in Asia Developments in the low-carbon methanol market Esther Ng, Senior Editor, Asia Chemicals, S&P Global Commodity Insights
1:35pm	Asia aromatics Lynette Lim, Senior Editor, Asia Chemicals, S&P Global Commodity Insights
2:05pm	Asia olefins: Envisioning demand recovery Globalization of olefins trade flows amid new capacity expansions Melvin Yeo, Editor, Asia Petrochemicals, S&P Global Commodity Insights
2:35pm	State of the petrochemical industry - Trends for the future This presentation will review the current state of the petrochemical industry with regards to demand growth against the backdrop of capacity growth as well an outlook of the medium to long term operating rate and/or margins trends. It will also review the spectrum of initiatives to decarbonize, to reduce plastics waste as well as efforts to stive towards having more renewable chemicals while recognizing the challenges facing these initiatives. Larry Tan, Senior Director, APEC Chemicals Lead, S&P Global Commodity Insights
3:05pm	Coffee break
3:20pm	Navigating the future: The olefin and polyolefin market outlook and pathways to decarbonization in the olefin industry This presentation unveils the potential for market recovery, examining the long-term supply and demand balances of the olefin and polyolefin industries, and exploring the feedstock outlook. It also briefly explains realistic technologies for achieving net-zero emissions in steam crackers and securing sustainable feedstocks for the chemical industry. Paul Joo, Director, Olefins and Olefin Derivatives, S&P Global Commodity Insights
3:45pm	Aromatics: How far reaching Is the gasoline effect and how will the landscape of benzene and styrene look like in the next 10 years? This presentation will explore how we might have gotten to the gasoline and blend stock shortage that we face today, what TDP margins and operating rates might have done to benzene, whether the impact of gasoline on ethylbenzene will last, and what the new world of styrene monomer may look like. Kate Lee, Associate Director, Aromatics, S&P Global Commodity Insights
4:15pm	Vinyls & plastics recycling: Navigating current challenges ahead of large expectations of growth. This presentation examines the present difficult market conditions in the chloro-vinyls chain and unveils the drivers for future demand growth. It also explores the challenges and opportunities on plastic mechanical recycling as well as a brief discussion on chemical recycling. Alvin Ang, Director, Inorganics, S&P Global Commodity Insights
4.45pm	Connecting to our insights with Platts Connect - The only insights tool you will need Stephanie Liew, Director, Specialist Sales, Chemicals, S&P Global Commodity Insights
5:10pm	Closing remarks & End of day Lois Gu, Commercial Manager, S&P Global Commodity Insights

*Agenda subject to change

Time	Topic
12:30pm	Registration
1:00pm	Welcome back James Chang, New Business Manager, S&P Global Commodity Insights
1:05pm	Understanding Asian demand on global oversupply and profitability of corn and soybeans Looking ahead: Key price drivers of 2024 Importance of South America and China in global trade flows Development of Asian feed sector Melvin Kwok, Feed grains & Oilseeds Price Specialist, S&P Global Commodity Insights
1:35pm	Asia wheat market update Australian production and quality forecast Asian demand picture: Southeast Asia, China Recent pricing trends and short-term outlook Vivien Tang, Associate Editor, Grains, S&P Global Commodity Insights
2:05pm	Asia feedstocks and biodiesel market update Policies shaping feedstock demand and trade flows Developments in the biodiesel market Factors influencing price trends Shien Ern Tan, Asia Biofuels & Feedstocks Price Specialist, S&P Global Commodity Insights
2:35pm	A new normal in the Asia aluminum value chain: Identifying challenges and opportunities Evolving impact of Russia-Ukraine war on the aluminum chain Seaborne alumina markets in the face of cost pressures, flat demand Supply overhang, sluggish demand dog Asia aluminum Overview of Platts Alumina and Aluminum pricing methodology and specifications Leah Chen, Team Lead, Battery Metals, S&P Global Commodity Insights
3:05pm	Coffee break
3:20pm	Ferrous analytics: Iron ore and metcoal price and supply & demand forecasts for 2024 Jarek Mlodziejewski, Senior Commercial Specialist, Metals, S&P Global Commodity Insights
3:50pm	Overview of steel raw material pricing trends Narrowing steel margins weigh on iron ore, coking coal Interactions between iron ore spreads, margins and brand relativities Shifts in coking coal trade flows and latest market developments Lizzie Ko, Senior Editor, Metallurgical Coal & Coke, S&P Global Commodity Insights Jesline Tang, APAC Metals Engagement Lead, S&P Global Commodity Insights
4:20pm	Closing remarks & End of day James Chang, New Business Manager, S&P Global Commodity Insights

*Agenda subject to change

Time	Topic
12:30pm	Registration
1:00pm	Welcome back Han Ju Lee, AssDirector, Relationship Management, S&P Global Commodity Insights
1:05pm	Crude market update Overview of Platts Dubai crude Price trends in the Middle East crude markets Changing trade flows Ada Taib, Associate Director, Asia and Middle East Crude, S&P Global Commodity Insights
1:35pm	Asia Middle distillates trends and updates Wanda Wang, Managing Editor, Refined Oil Product Markets, Asia, S&P Global Commodity Insights
2:05pm	Asia oil & refined product and refining market outlook Asia refined product demand outlook Chinese demand recovery and product exports Refined product cracks and refining margin outlook in Asia Kendrick Wee, Asia Downstream Research and EOS Price forecast Lead, S&P Global Commodity Insights
2:35pm	Petrochemical feedstock session The Asian petrochemical feedstock market has seen great volatility in recent months. What is the outlook for Asian naphtha as we navigate 2024 and beyond? Both light and heavy naphtha have seen diverging fortunes in recent times. Do join us as we dive deeper into the various market dynamics impacting these feedstocks. Aaron Cheong, Associate Director, Petrochemical Feedstock, S&P Global Commodity Insights
3:05pm	Coffee break
3:20pm	Biofuels market update Overview of Asia ethanol market and prices Development in the bio-bunkers market and Platts B24 methodology Price trends of biofuels and SAF Shien Ern Tan, Associate Editor, Asia Biofuels & Feedstocks, S&P Global Commodity Insights
3:50pm	Global shipping in geopolitical storm. Implication for commodities and VLGC markets Commodities trade routes disrupted in 2023 by geopolitical events and climate change. Massive growth in global LPG trade volume faces increasing inefficiencies as rerouting becomes normal. The geopolitical tensions and the uncertainties around Panama Canal persist. Where will these lead the VLGC freight market to in 2024? Charles Kim, Senior Lead Analyst, CAS LPG, S&P Global Commodity Insights
4:20pm	Methanol - An alternative marine fuel in waiting Is price the issue any more? Developments in renewable methanol supply Hurdles in the low carbon methanol market Esther Ng, Senior Editor, Asia Chemicals, S&P Global Commodity Insights
4.50pm	Maritime future fuels Making waves in maritime future fuels: What’s making the biggest splash? An SPGCI Platts overview of biofuels, LNG, methanol, hydrogen, and ammonia Bao Ying Ng, Associate Director, APAC Market Engagement, S&P Global Commodity Insights
5:10pm	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 Vickey Du, Asia Pacific Shipping & freight, S&P Global Commodity Insights
5:50pm	Closing remarks & End of day Han Ju Lee, Director, Relationship Management, S&P Global Commodity Insights

*Agenda subject to change

Time	Topic
12:30pm	Registration
1:00pm	Welcome back John Kim, Senior Commercial Specialist, S&P Global Commodity Insights
1:05pm	Managing Counterparty risks for Oil & Gas Industry – Making informed decisions on credit risk and vendor risk Hwang Kyunga, Associate Director - Credit Product Specialist, S&P Global Market Intelligence
1:35pm	How is 2024 for thermal coal amid energy transition? Supply-demand fundamentals in Asia Are renewables displacing coal? Impact of geopolitical tensions on coal usage Pritish Raj, Managing Editor, Asia Thermal Coal, S&P Global Commodity Insights
2:05pm	LNG market updates: the return ot a state of normalcy Overview of Asia LNG dynamic 2023-2024 Changing pricing mechanism for spot and LTC Development of JKM physical forwards Melody Li, Senior Editor, APAC LNG, S&P Global Commodity Insights
2:35pm	Southeast Asia gas market outlook: Is natural gas back on the agenda? The power sector is Southeast Asia’s key gas demand driver LNG imports rise as domestic production declines Government interventions and trade-offs What are the key items to watch for in 2024 Amanda Kang, Research Analyst, S&P Global Commodity Insights
3:05pm	Coffee break
3:20pm	Asian LNG markets leading the charge Diverging outlook for the largest LNG importers Trend in contracts signed by Asian buyers Diving into the key demand drivers in Emerging Asian gas markets Zhi Xin Chong, Senior Director, S&P Global Commodity Insights
3:50pm	LNG Service Platform Update & Demo Short term + Long term LNG Data and Insights Navigate Price Data and Forecasts LNG Projects and Contracts Buildups John Kim, Senior Commercial Specialist, S&P Global Commodity Insights
4:05pm	Closing remarks & End of day John Kim, Senior Commercial Specialist, S&P Global Commodity Insights

*Agenda subject to change

Time	Topic
8:30am	Registration
9:00am	Welcome and opening remarks Max Heo, Commercial Director, S&P Global Commodity Insights
9:15am	The role of renewable energy in South Korea's sustainable future Will the growth in renewables market sustain amid policy backlash? Offshore wind: what to expect from the upcoming tender? Will corporate renewable procurement take the center stage? Vince Heo, Research and Analysis Director, S&P Global Commodity Insights
9:45am	APAC Power Market Outlook and Clean Energy Procurement trend APAC Power Mix trend and outlook Power Demand growth in S/SE Asia REC/CPPA Trend in APAC Allen Wang, Senior Director - Research and Analysis, S&P Global Commodity Insights
10:15am	Global hydrogen market update Global hydrogen project development outlook Market Outlook: Cost, economics, technology updates The latest on the government support mechanisms proposed across the world, and how do these schemes compare from each other and help accelerate financial investment decisions? Anri Nakamura, Principal Research Analyst, S&P Global Commodity Insights
10:45am	Coffee break
11:00am	South Korea's decarbonization plan with clean hydrogen Clean hydrogen auctions: costs and emissions Ammonia co-combustion with coal What are the next steps? Vince Heo, Research and Analysis Director, S&P Global Commodity Insights
11:30am	The latest in Hydrogen regulatory update and market development: Japan The latest on support mechanisms and government schemes for financial close The level of support for the early movers and challenges What to expect next and market activities Anri Nakamura, Principal Research Analyst, S&P Global Commodity Insights
12:00pm	Hydrogen service platform update & demo Global low carbon hydrogen/ammonia levelised cost analytics Global low carbon hydrogen projects and policy development Global low carbon hydrogen supply/demand outlook John Kim, Senior Commercial Specialist, S&P Global Commodity Insights
12:15pm	Lunch
1:15pm	Overview on Sustainability and opportunities in the renewable energy space Lee Young Jin, ESG Business Development Manager, S&P Global Sustainable1
1:45pm	Evolving pricing in hydrogen markets Donavan Lim, Editor - Hydrogen Pricing, S&P Global Commodity Insights
2:00pm	JKAP and the Asian clean ammonia market Mark Astley, Global lead, Nitrogen Pricing, S&P Global Commodity Insights
2:30pm	Impact of decarbonization on refining industry Kendrick Wee, Asia Downstream Research and EOS Price forecast Lead, S&P Global Commodity Insights
3:00pm	Low carbon ammonia market dynamics overview and outlook Linda Li, Senior Agribusiness Commercial Specialist, S&P Global Commodity Insights
3:30pm	Coffee break
3:45pm	Global pricing trends: Navigating the carbon pricing conundrum VCM + Compliance prices overview Korea ETS: Pricing trends and challenges Balancing national markets with Article 6 commitments Carbon Border Adjustment Mechanism Aliana Yeong, Price Reporter, Low Carbon, S&P Global Commodity Insights
4:15pm	Biofuel market long term outlook Wei Jun Chua, Analyst, Biofuels, S&P Global Commodity Insights
4:45pm	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 Leah Chen, Team Lead, Battery Metals, S&P Global Commodity Insights
5:15pm	Sustainability in steel markets: Current practices, opportunities and challenges Asian steel market updates 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
5:45pm	End of day

Seoul Commodity Market Insights Forum 2024

April 16 & 17, 2024, 9 am – 6 pm KST

The Westin Josun Seoul

The Seoul Commodity Market Insights Forum will be held physically from April 16 to 17

EVENT STARTS IN

Agenda