Sydney Commodity Market Insights Forum

1:00 PM

Hydrogen hubs in Australia

• Australia is well positioned to become a leading supplier of green hydrogen thanks to its high-quality renewable resources, large land availability, deep expertise in commodity exports, and close proximity to sizable demand markets. The country’s total hydrogen exports may reach 10 million metric tons per annum by 2040 and account for half of total hydrogen trade in the Asia Pacific region. However, Australia’s market share in the emerging global hydrogen market is dependent on its competitiveness in the delivered cost of renewable hydrogen. This session will provide an in-depth analysis of the cost of electrolysis-based hydrogen originating at 13 potential export hubs that is produced from dedicated wind, solar photovoltaic, and battery energy storage systems in 40 regions across Australia

Logan Reese, Research and Analysis Associate Director, S&P Global Commodity Insights

1:30 PM

Hydrogen and ammonia: A spot market in 5 years?

• Hydrogen's and ammonia's decarbonization potential will depend on trading cleaner variants of these commodities. Underpinning this are many global efforts and Commodity Insight's world leading work to facilitate a global, open spot market. Hear the latest in this fast-evolving area and the likelihood of achieving this swiftly.

Mendo Kundevski, Director of Energy Transition, S&P Global Commodity Insights

2:00 PM

Market trends in coking coal, iron ore markets post China’s Covid Zero

• Australia-China coking coal trade flow dynamics
• Demand drivers for China’s iron ore consumption
• Key industrial policy factors to anticipate

Karen McBeth, Director – Metals Global Strategic Engagement & Intelligence, S&P Global Commodity Insights

2:30 PM

Accelerating Demand for EVs

• Global growth & drivers outlook
• Vehicle emissions targets in Australia
• How manufacturers are addressing supply chain issues

Andy Head, Director, Sales & Customer Care, Oceania, S&P Global Mobility

3:00 PM

Afternoon break

3:10 PM

Battery metals cooldown - will growing supply, tepid demand continue to pressure prices?

• Lithium downturn: End of an era or temporary setback?
• Evolution of nickel, cobalt pricing amid growing supply
• The role of black mass in future supply
• EV and power battery outlook

Jesline Tang, Associate Editor, Nonferrous Metals, S&P Global Commodity Insights

3:40 PM

SEA OF CHANGE: Return to normality for Container Shipping?

• Over the peak pandemic years, the story of containers market has been one that no one could have anticipated. Until the first half of 2022, the container shipping sector was still riding the wave of high demand, sky-rocketing freight rates and continued supply chain congestion, all of which sent carrier profitability to new records. Cut to the second half of 2022, contrary to expectations, freight rates started coming down almost as quickly as they went up, driven by both decreasing demand and easing of supply-chain congestion. With the war in Ukraine, an energy crisis in Europe, high inflation, and a looming global recession, there are plenty of dark clouds on the horizon. As we have stepped into a fresh year, it would be interesting to see how the market is shaping up and what the outlook is for 2023.
• Recent price trends and market developments
• What to watch out for in 2023

Ashna Mishra, Global Lead – Shipping Strategic Engagement & Intelligence, S&P Global Commodity Insights

4:00 PM

Dry Bulk: Freight market yet to rebound from China reopening

• Dry Bulk market facing persistent headwinds in spite of firm commodity prices
• Russia-Ukraine war, flipping of trade flow may help
• Energy transition complexity slows down new building investments

Shriram Sivaramakrishnan, Managing Editor, APAC Dry Bulk & Freight, S&P Global Commodity Insights

4:30 PM

Dry Commodity Market Outlook: Iron Ore, Coal, Agribulk, and Bauxite

• The session will explore the latest trends and developments in Australia's iron ore, coal, agribulk and bauxite exports. Points that will be discussed include:
• Global Demand and Supply Trends: How is the global demand for iron ore, coal, agribulk and bauxite changing, and what role does Australia play in meeting this demand? What are the supply-side factors that are affecting the market, including production constraints, weather events, and transportation issues?
• Impact of COVID-19: What has been the impact of the pandemic on the iron ore, coal, agribulk and bauxite markets, and how have industry players responded? What are the long-term implications for these industries, and how will they adapt to the new normal?
• Economic Contribution: What is the economic contribution of these industries to Australia's economy, and how important are they for employment, government revenues, and investment? What are the risks and opportunities for growth in these sectors?
• Geopolitical Implications: What are the geopolitical implications of Australia's iron ore, coal, agribulk and bauxite exports, including trade relationships, international regulations, and market competition? How will political developments, such as changes in trade policies or environmental regulations, affect these industries?
• The session aims to provide a comprehensive overview of the current state of the iron ore, coal, agribulk and bauxite markets, and to identify the key trends and drivers that will shape their future.

Pranay Shukla, Director Research & Analysis, Lead Dry Bulk Commodities Analyst, S&P Global Commodity Insights

Mauro Cattana, Commodities Sales Specialist, Shipping, S&P Global Commodity Insights

5:00 PM

End of session