2025 is seeing new key markets in Asia introducing support for low-carbon hydrogen that have great potential to create a true value chain across the region. Hydrogen and derivative producers in the Middle East, India, Australia, the US, as well as other markets look on with encouragement as countries like Japan and Korea as growingly attractive export markets for both electrolytic (green) and CCUS (blue) sourced products. But key challenges and questions remain, including:

• Can new policies in Asia really support the growing Hydrogen value chain across the region?
• Can producers bring their hydrogen and derivatives production costs low enough to make low carbon hydrogen an economically attractive option to replace existing fuels in power generation and other hard to abate sectors?
• What is S& Global’s near and long-term outlook on the hydrogen sector in general?
• How do buyers and sellers craft the right financing and offtake agreements to find a successful relationship for both sides?

4 Training Sessions of 90 mins each

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Agenda

• Hydrogen in the Energy Transition - Opportunities and Challenges
  • Hydrogen's importance to global decarbonization
  • Overview of government clean hydrogen policies
  • Emerging business models and price formation

• Status of the Asian and Global Hydrogen Market
  • Hydrogen production pathways, technologies, and costs
  • Global clean hydrogen project pipeline and investment
  • Supply/demand and medium term outlook

• Ammonia and Hydrogen
  • Review of incumbent market and emerging use as a hydrogen derivative
  • Cost analysis of low carbon ammonia value chain
  • Low carbon ammonia supply /demand and outlook

• Other hydrogen derivatives
  • Methanol as a bunkering fuel and other end uses
  • E-methane as a slot in fuel for LNG
  • E-SAF, fuel cells, mobility, and others

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Oil market experts, deliver a concise and powerful history of the oil market, oil demand and supply, and geopolitics to understand the present and how the future may unfold. It provides an overview of oil and the forces shaping the oil and energy markets as the energy transition moves ahead.

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Course Outline

• Oil Market Fundamentals
  • Global energy fundamentals: global energy supply & demand
  • Structure of the world oil industry
  • Market fundamentals (part 1): Oil market history; oil demand and supply; forces shaping future of world oil demand; history of oil supply regulation; US Shale; Emergence of OPEC+
  • Market fundamentals (part 2): oil price history; factors shaping the oil price today; the role of futures markets; price benchmarks
  • Oil and the energy transition: How to think about the future

• Oil Price Discovery and Trading
  • Oil Pricing: How does the Brent market work? Understanding what the physical trading data represents; Methodology: How do we arrive at the price?
  • Trading: The mechanics of trading physical crude
  • Oil Price Forecast

• Benchmarks
  • Overview of Platts Oil Benchmarks and assessment methodology
  • Update on Platts Benchmarks: Dated Brent/Urals
  • Update on Platts Benchmarks: Platts Dubai/Oman

• Market Outlook
  • How to develop an oil price outlook, short and long term
  • Value of scenario framework for forecasting
  • Oil market outlook to 2024 and through 2050

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This course addresses industry profitability fundamentals, including chemical structures and properties, process technologies, cost of production methodologies, key producers, end-use applications, market sizes, and trade patterns across the petrochemical value chains

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Course Outline

• Detailed look at the foundation of the petrochemical industry
  • Feedstocks, including natural gas, NGLs, petroleum, coal, and biobased.
  • Industry's 7 Basic Building Blocks: Syngas, Ethylene, Propylene, C4 Olefins, Benzene, Toluene, and Xylenes.
  • Exploration of each building block's value chain.

• Downstream: a look at more specialized product areas
  • LAOs, EO/MEG, PO, Phenol, BPA, PC, Epoxies, Acrylics/SAP, Plasticizers, ACN, Synthetic Rubbers, 1,4-BDO, ABS, Nylons, Polyurethanes, PF, MF, UF Resins and many others

• Places current industry structure into historical perspective

• Interaction of technology, markets, and economics underlying the petrochemical industry

• What drives present market conditions?

• Where are future growth opportunities?

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LNG Demand-supply dynamics are undergoing seismic changes in major markets - Asia, Europe and Americas. This course equips learners with a fundamental understanding of how the global LNG markets are structured, the setting of regional LNG prices and how low-carbon fuels will increasingly play an important role in decarbonizing part of the energy system transitioning away from fossil fuels.

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Course Outline

• History of LNG
  • Properties, containment systems and development

• Current landscape of LNG Chain
  • Buyers, sellers, traders
  • Project structures and their capacity to meet future demand

• LNG Value Chain
  • Supply chain overview - from liquefaction to regasification
  • Regasification Market
  • Carbon and methane emissions

• LNG supply and demand fundamentals
  • Key producing regions and markets

• LNG Pricing
  • Commercial contracts and pricing formula mechanisms
  • Contract vs. spot
  • Contracting Trends
  • Key drivers behind pricing outlook

• LNG Shipping
  • Trade: How it works
  • Shipping from a trade perspective

• LNG & Competing Fuels
  • Hydrogen
  • Biofuels

• Short- and long-term Market Outlook

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The course will cover current and emerging process technology, energy transition issues, and industry developments concerning decarbonization. It provides the learner with a complete understanding of the biofuels value chain from agriculture, biofuel manufacturing, and downstream into retail transportation fuels and the impact on chemicals markets.

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Course Outline

• Introduction to Biofuels
  • Historical development of biofuels
  • Biofuel Policies and regulations

• Biofuels Market

• The Role of Agriculture
  • Agricultural feedstocks
  • Technology and Agricultural feedstocks

• Fundamental Biofuel Technologies
  • 1st Generation Bioethanol AND 1st Generation Biodiesel
  • Alternative feedstocks for biofuel production

• Advanced Biofuels Technologies
  • Advanced bioethanol
  • 2nd Generation/advanced biodiesel and jet fuel

• Biofuel Demand & Outlook

• Decarbonization: Role of Biofuels in Refinery & Chemicals Production
  • The Changing Nature of Refining and its Impact on Biofuels
  • Adding Value to Biofuels and Selected; Biofuel Byproducts

• e-Fuels: Power-to-Liquid
  • Technology maturity assessment, scale-up risks
  • Basic economic assessments, including projections on expected costs and their evolution
  • Projected market potential of products in e-fuels

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The actions to meet net zero targets has increased globally, creating opportunities for those who understand the fundamentals of carbon markets and how they support the wider energy transition. Our future-focused curriculum will equip you with the tools and skills to tap into these nascent opportunities.

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Course Outline

• Carbon Market Fundamentals
  • Compliance Carbon Markets & Pricing
  • Carbon trading (ETS) vs carbon tax
  • Compliance markets and pricing schemes
  • Regional specifics and development in key economies (G20)
  
  
  • The Voluntary Carbon Markets
  • Key VCM bodies, stakeholders and participants
  • Demand-side: buyers' perspective, preferences and making claims
  • Trading: ratings, exchanges, trends and barriers; Global & regional trends
  
  
  • Article 6 & Global Carbon Linkages
  • What is Article 6 and what does it do?
  • Progress of 6.2 and 6.4 mechanisms
  • EU Carbon Border Adjustment Mechanism (CBAM); Carbon clubs

• Carbon Pricing
  • Carbon Markets and Pricing Overview
  • Why do we need a carbon price?
  • What are carbon pricing tools and how do they work?
  • Overview of different features and dynamics
  • How do Carbon Markets and Pricing fit within Global Climate Policy?
  • Comparison of climate policy instruments
  • UN frameworks; Key global institutions on carbon markets

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  Instructor:

  Roman Kramarchuk,
  Head Climate Markets & Policy Analysis, S& Global Commodity Insights,
  S&P Global Commodity Insights

  Location:

  Singapore, SG

This one-day training course will equip you with the industry knowledge needed to grasp the most attractive commercial opportunities within the hydrogen value chain.

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Course Outline

• Session 1: Ammonia as an energy carrier and fuel
• Overview of creating ammonia from hydrogen
• Ammonia pricing, demand, supply, and forecast
• Applications of e-ammonia (bunkering fuel, cofiring in power generation, etc)
• Global policy environment for e-ammonia

• Session 2: Methanol
• Overview of the methanol industry and developments in green hydrogen and e-methanol Methanol pricing, demand, supply, and forecast
• Applications of methanol chemical applications, existing fuel applications and new usages)
• Global policy environment for e-methanol

• Session 3: E-Methane
• Overview of creating synthetic fuels from hydrogen
• Synthetic fuel pricing, demand, supply, and forecast
• Applications of synthetic fuels (saf vs e-saf, etc) Global policy environment for e-fuels (CORSIA, etc)

• Session 4: E-SAF & Other Applications of Hydrogen Derivative
• Fuel cell vehicles
• Carbon pricing and carbon markets
• Hydrogen carriers (LOHC, Metal Hydride)

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This one-day training course will equip you with the industry knowledge needed to grasp the most attractive commercial opportunities within the hydrogen value chain.

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Course Outline

• Session 1: Hydrogen Demand & Future Refining Technologies
• Current and projected hydrogen demand in refining operations
• Challenges and opportunities for green hydrogen integration in refineries
• Emerging technologies for low-carbon hydrogen use in fuel processing
• Global policy drivers for decarbonising refining through hydrogen

• Session 2: Hydrogen Production & Manufacturing Technologies
• Comparative analysis of hydrogen production pathways
• Cost reduction strategies and technology breakthroughs
• Scale-up challenges and infrastructure requirementsl
• Case studies of successful hydrogen manufacturing implementations

• Session 3: Chemical Industry Applications & Hydrogen Integration
• Hydrogen as a low-carbon feedstock for chemical synthesis
• Innovative catalytic processes for hydrogen utilisation in chemicals
• Decarbonisation of high-heat chemical processes with hydrogen
• Life cycle assessment of hydrogen-based chemical production

• Session 4: Advanced Chemical Applications & Technology Pathways
• Hydrogen integration in chemical manufacturing
• Next-generation catalysts for hydrogen-based chemical processes
• Carbon capture and utilisation in chemical production
• Emerging technologies for hard-to-abate chemical sectors

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This one-day training course provides insights into the evolving biofuels landscape and its pivotal role in advancing transport decarbonization

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Course Outline

• Introduction to Biofuels and Industry Overview
• Understanding biofuels and terminology
• Energy security and the role of biofuels in mitigating climate change
• Overview of biofuel types and their global significance
• Regulations, Policies and Incentives Mechanisms for Biofuels

• Biomass Resources & Feedstocks
• 1st and 2nd generation biofuels
• Key feedstocks for biofuel production
• Biofuels Production Processes

• e-Fuels: Power-to-Liquid (PtL)
• Technology maturity assessment, scale-up risks, TRL
• For carbon-based materials: sourcing of (green) CO2 feedstocks (options, issues & technologies)
• Basic economic assessments, including projections on expected costs and their evolution
• Projected market potential of products in e-fuels

• Economics, Policies, and Environmental Impact
• Economics of biofuels and e-fuels
• Market outlook: short-term and long-term trends for biofuels and e-fuels
• Carbon intensity of biofuel, policies, and key regulations (e.g., RFS2, RED II)
• Key challenges, opportunities, and the role of biofuels in energy transition

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