Singapore Commodity Market Insights Forum 2024 l Commodity Insights

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The Singapore Commodity Market Insights Forum 2024 is a premier complimentary forum that offers unparalleled insights and perspectives into Asia’s commodity markets & economies.

Uncover fresh & crucial perspectives from our renowned editorial team and analysts, as they delve into emerging issues and trends industry players are facing in challenging climates, across a slew of commodities with our comprehensive afternoon breakout sessions.

Connect with industry peers and our editorial team for thought-provoking discussions while equipping yourself with a deeper awareness and understanding of the ever-evolving commodities landscape in Asia.

Pre-registration is required due to capacity constraints.

Only pre-registered delegates will be allowed to attend the forum. 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, 29 Feb, 5pm SGT.

EVENT STARTS IN

Agenda

Morning Plenary
Afternoon Sessions

8:30 AM	Registration
9:00 AM	Welcome and Opening Remarks Chong Ching Ong, Vice President, Asia Pacific Commercial, S&P Global Commodity Insights
9:10 AM	Global benchmarks update Calvin Lee, Head of Asia Content, S&P Global Commodity Insights
9:35 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, Head of East-of-Suez Downstream Research, S&P Global Commodity Insights
10:15 AM	Effects of regional elections on the commodities market Mriganka Jaipuriyar, Head of News, Asia, S&P Global Commodity Insights
10:35 AM	Coffee Break
10:50 AM	Energy transition pathway Post-COP28 When will we see peak fossil fuel demand? How does the story change across S&P Global’s Scenarios such as our base case Inflections, a faster energy transition or a more disjointed effort? Are there any cases where we reach net-zero in global emissions by 2050? With some key takeaways following COP28, including an agreement from countries to transition away from fossil fuels where does the global energy transition stand? Many countries agreed to triple the world’s installed renewable generation by 2030, but how achievable is this? How does it compare with S&P Global’s Scenarios and what does it imply for global energy consumption? Jeff Moore, Manager, Long Term Natural Gas, S&P Global Commodity Insights Aproop Ponnada, Senior Commercial Specialist, Climate Solutions, S&P Global Commodity Insights
11:20 AM	Panel discussion: Balancing the energy mix Moderator: Mriganka Jaipuriyar, Head of News, Asia, S&P Global Commodity Insights Panelists: Nick Sharma, Executive Director, Upstream Solutions, S&P Global Commodity Insights Jenny Yang, Research and Analysis Director, Gas and Power, S&P Global Commodity Insights Premasish Das, Head of East-of-Suez Downstream Research, S&P Global Commodity Insights
12:00 PM	Lunch break

*Agenda subject to change

Global and Asia Oil Markets
Electrification and Alternative Fuels
Petrochemicals and Metals
Energy Transition

12:45 PM	Registration
1:00 PM	Welcome Back
1:05 PM	Middle East and Asia crude trends and updates Irene Tang, Managing Editor, APAC Crude Oil, S&P Global Commodity Insights
1:35 PM	Asia fuel oil and bunker trends and updates Deborah Lee, Managing Editor, APAC Residuals, S&P Global Commodity Insights
2:05 PM	Asia light distillates trends and updates Impact of Russian naphtha flows to the East China post COVID-19 gasoline flow in Asia Impact of rising naphtha supply, downstream over capacity Wendy Cheong, Managing Editor, Market Data, S&P Global Commodity Insights
2:35 PM	Asia Middle distillates trends and updates Asian middle distillates market one year after the Russian invasion China's post-COVID-19 distillate flows impact on Asia The normalization of jet fuel demand since COVID-19 Wanda Wang, Managing Editor, Refined Oil Product Markets Asia, S&P Global Commodity Insights
3:05 PM	Coffee break
3:20 PM	Asia oil outlook Outlook of Chinese demand recovery and product exports Refined product demand in Asia New capacity additions and the challenges Kendrick Wee, Asia Downstream Research and EOS Pricing Lead, S&P Global Commodity Insights
3:50 PM	Panel discussion: How geopolitical conflicts and energy transition are changing the oil and tanker markets Changing oil flows amidst Russian sanctions, geopolitical tensions How energy transition is affecting global oil and tanker markets Evolution of fuel standards across marine fuels, gasoline, gasoil Moderator: Shermaine Ang, Global Lead, Refined Products, Strategic Engagement & Intelligence Group, S&P Global Commodity Insights Jonathan Nonis, Associate Editorial Director, Oil, S&P Global Commodity Insights Calvin Lee, Head of Asia Content, S&P Global Commodity Insights Pradeep Rajan, Senior Managing Editor, Asia Freight, S&P Global Commodity Insights
4:20 PM	Tankers: How long with 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, Analyst, Price Assessments, S&P Global Commodity Insights Sameer Mohindru, Senior Editor, Asia Shipping, S&P Global Commodity Insights
5:00 PM	End of day

*Agenda subject to change

12:45 PM	Registration
1:00 PM	Welcome Back
1:05 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 Major launch of JKM LNG physical forwards Kenneth Foo, Associate Editorial Director, Asia LNG, S&P Global Commodity Insights
1:35 PM	LNG Outlook Short-term outlook: is stability truly returning to the global gas and LNG markets? LNG supply outlook: When will the next cycle begin? LNG demand outlook: Diverging outlook for the largest LNG importers Johan Utama, Principal Research Analyst, S&P Global Commodity Insights
2:05 PM	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 Deepak Kannan, Head of Global Coal Pricing, S&P Global Commodity Insights
2:35 PM	I-RECs: How Platts is bringing transparency to the expanding South East Asian I-REC market Ashna Misra, Market Engagement Leader - Renewables, S&P Global Commodity Insights
3:05 PM	Coffee break
3:20 PM	Making waves in maritime future fuels: What's making the biggest splash? An S&P Global Commodity Insights overview of LNG, methanol, hydrogen, ammonia, and biofuels Marine fuels - regulatory landscape Global bunker demand outlook Future fuels overview (LNG, Methanol, Ammonia, Hydrogen, Biofuels) Bunker demand analysis - individual future fuels Ashna Misra, Market Engagement Leader - Renewables, S&P Global Commodity Insights
3:50 PM	Dry Bulk - Will China continue to dictate dry freight market's fortune? Impact of EU ETS on Asia Pacific freight market Trade flow distortion: is this the new normal? Pradeep Rajan, Senior Managing Editor, Asia Freight, S&P Global Commodity Insights
4:20 PM	Container Freight: Navigating unprecedented waters Evolving container markets and new disruptions ETS and its impact Sustainable horizon and decarbonization prospects Tanya Kalra, Associate Editor, Asia Container Markets, S&P Global Commodity Insights
4:50 PM	End of Day

*Agenda subject to change

12:45 PM	Registration
1:00 PM	Welcome Back
1:05 PM	Asia Aromatics: A tussle between gasoline blending and traditional demand Su Yeen Cheong, Associate Editorial Director - APAC Chemicals, S&P Global Commodity Insights
1:35 PM	Asia Olefins: Envisioning Asia demand recovery Globalization of olefins trade flows amid new capacity expansions Regina Sher, Managing Editor, Asia Chemicals, S&P Global Commodity Insights
2:05 PM	Big picture in Chemicals and todays emerging trends State of petrochemicals market Petrochemicals development and outlook in SEA Larry Tan, Chemicals Insights, APAC Lead, S&P Global Commodity Insights
2:40 PM	Turning insights into action Stephanie Liew, Director, Chemicals, Specialist Sales, S&P Global Commodity Insights
2:45 PM	Coffee break
3:00 PM	Iron ore's buoyant ride through uncertain demand conditions: A review and outlook Review of main factors affecting iron ore prices Performance of high- and medium-grade ores and brand relativities amid thin steel margins Platts iron ore methodology update Niki Wang, Senior Managing Editor, Iron Ore, S&P Global Commodity Insights
3:30 PM	Future of Asian steel and scrap: opportunities and challenges facing the industry Overview of Asia steel and scrap markets: Major trends in 2023-2024 Key policy, regulation, decarbonization, overcapacity and other factors impacting these marketss Trade flows: deteriorating margins and overcapacity making mills seek other export options Edward Low, Associate Editor, Steel & Scrap, S&P Global Commodity Insights
4:00 PM	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 Jenson Ong, Editor, Nonferrous Metals, S&P Global Commodity Insights
4:30 PM	Ferrous analytics: Iron ore and metcoal price and supply & demand forecasts for 2024 Jarek Mlodziejewski, Senior Commercial Specialist, Metals, S&P Global Commodity Insights
5:00 PM	End of Day

*Agenda subject to change

12:45 PM	Registration
1:00 PM	Welcome Back
1:05 PM	Global crop industry under the lens of biofuel boom Impact of policy on farmers Food vs fuel 2.0 Elizabeth Thang, Managing Editor, Grains And Oilseeds, S&P Global Commodity Insights
1:35 PM	Navigating headwinds in the biofuels space Feedstock demand dynamics amid energy transition Reshuffling of trade flows and price trends in Asia Methodology update Takmila Shahid, Managing Editor, Asia Biofuels & Feedstocks, S&P Global Commodity Insights
2:05 PM	The calm before the CORSIA storm Discussion on CORSIA and Asia participation Different types of LCA calculation from CORSIA eligible SAF SAF regulation within Asia Production capacity development within Asia SAF demand with Asia Wei Jun Chua, Analyst, Biofuels, S&P Global Commodity Insights
2:35 PM	Coffee break
2:50 PM	Hydrogen and ammonia market updates Hydrogen Pricing Dynamics Update on Ammonia JKAP Donavan Lim, Analyst, Hydrogen Pricing, S&P Global Commodity Insights
3:20 PM	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
3:50 PM	Global carbon credit & compliance markets developments VCM + Compliance prices overview Growth and opportunities in Asian carbon markets, Singapore model market CBAM and its impact on Asian industries Methodology updates Agamoni Ghosh, Managing Editor, Carbon Pricing, S&P Global Commodity Insights
4:20 PM	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 Louissa Liau, Associate Editor, Nonferrous Metals, S&P Global Commodity Insights
4:50 PM	End of Day

*Agenda subject to change

Singapore Commodity Market Insights Forum 2024

March 6, 2024, 9am - 5pm GMT8

Pan Pacific Singapore

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

EVENT STARTS IN

Agenda