Delivered by clean-tech experts using S& Global Commodity Insights' latest research, this training course will equip you with a basic understanding of the technologies that will enable the energy transition. We will unravel the complex interaction between markets, technology, and supply chains that drive profitability in the clean energy technology industry.

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Course Outline

• Overview of Clean Power Technologies

• Technology 101

• Technology and Cost Trend

• Supply Chain Trends and Outlooks

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Recent policy decisions worldwide have increased investment in renewable energy technologies, causing new challenges and opportunities for market players. The rise in wind and solar deployment in power systems initially built for firm generation creates potential complications. In contrast, a localized approach to analyzing power market regulatory frameworks is necessary due to regional differences.

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Course Outline

• Case Study: Modeling Decarbonization in the Dominican Republic through Coal Retirement Alternatives

• Power Market Fundamentals (Part 1): Drivers of Electricity Demand

• Power Market Fundamentals (Part 2): Electricity Supply Trends

• Navigating the Energy Trilemma in the Caribbean

• Case Study: Empowering the Caribbean: The Role of Battery Energy Storage Systems

• Discussion and Concluding Thoughts

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This course addresses industry fundamentals, including chemical structures and properties, process technologies, key producers, end-use applications, market sizes, trade patterns and sustainability issues across the key petrochemical value chains.

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Course Outline

• Detailed look at the foundations 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.

• Key downstream polymers
  • Polyethylenes – LDPE, HDPE, LLDPE
  • Polypropylene – homopolymer, random copolymer and impact copolymer
  • Vinyls chain – EDC, VCM, PVC, C/A
  • Styrenics – Styrene monomer, GPPS, HIPS, EPS
  • Polyester chain – PX, PTA, PET

• Placing the current industry structure into historical

• Interactions
  • Unravels the complex synergies underlying the petrochemical industry
  • Technology, markets, and economics

• Key market and profitability drivers

• Where are future growth opportunities?

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Advances in sustainable chemistry are essential to the environmental and climate challenges we face. The course offers participants an overview of advances in sustainable chemical production and an understanding of how the markets are reacting to these developments.

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Course Outline

• Agricultural Background & Biofuels industry
  • Legislation overview
  • Routes to gasoline, diesel/aviation fuel blending
  • Biogas developments, Bio-methanol; RFNBOs – eFuels, hydrogen, etc.
  • Market overview, Manufacturing costs
  • Carbon footprint and availability of petrochemical feedstocks

• Plastics Recycling
  • Scoping the challenge, legislation overview
  • Market overview and development
  • Technology Solutions; Mechanical; Pyrolysis; Depolymerization;
  • Dissolution; Gasification; New developments hydrothermal liquefaction, etc.
  • Production economics; Carbon footprint implications

• Biodegradable Polymers

• Agri Bio-based Plastics & Intermediates

• Carbon Dioxide
  • Market overview and development, major sources
  • Technology solutions for CCS/CCSU and re-use
  • Air capture, Amine systems, colored methanol
  • Screening emerging applications
  • Comparative production economics

• More Sustainable Petrochemical Building Block
  • Definitions, Legislation overview as appropriate
  • Market overview and development – focus on production
  • Low carbon building blocks and footprint
  • Alternative approaches to reduction in scopes 1, 2, and 3
  • Comparative production economics
  • Impact of developments in CO2 pricing on competitiveness

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Explore the different considerations involved for short-, mediumand long-term price forecasting. Factors like feedstock cost, byproduct values, variable & fixed costs elements will be discussed and considered. Concepts like industry cost curves will also be explained. Along with S& detailed supply-demand methodology, these will all be brought together to assess historical margins, industry operating rates and return on investments – all to forecast petrochemical prices based on grounded fundamentals. This is a hands-on workshop as there will be case studies for attendees to work on for every aspect of the price forecasting process.

Bring your laptops with you for this workshop; you will need it!

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Course Outline

• Price Definitions & Forecasting Methodologies industry
  • Short-, Mid- and Long-term

• Short-term Forecasting Techniques
  • Linear regression analysis method; Other techniques (in brief)
  • → Case Study #1: Forecasting the next five months' prices (*selected petrochemical product, polypropylene in this case)

• Medium-Term Forecasting Techniques
  • Integrated Case Study Introduction ; Production Cost Analysis; Underlying energy and feedstock values; Feedstock, variable, fixed costs, and co-product credits; Alternative values; Production cost models
  • → Case Study #2: Cash Cost of Production (* selected petrochemical product)
  • Historical Return on Investments
  • → Case Study #3: Estimating Historical Return on Investments (ROI)
  • Cost Curves Methodology
  • Inherent Margin Analysis; Supply/demand balances
  • → Case Study #4a: Demand forecast for Year Y(ROI)
  • Impact of operating rates; Market momentum & psychology
  • → Case Study #4b: Global supply-demand-trade flow-operating rates planning for Year Y(ROI)

• Long-Term Forecasting Techniques
  • Return on Investmen
  • → Case Study #4C: Forecast medium-/long-term ROI and prices
  • Diagnostic Checks;
  • Price ratios and spreads;
  • Regional relationships and arbitrage

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The dynamics of the global petrochemical industry are changing rapidly and in profound ways. There is more volatility in the markets and many industry participants are adjusting towards just in time sales and purchase agreements.

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Course Outline

• An overview of commercial lexicons

• Commercial optimization along the Value Chain
  • → Case Study 1: I smell an optimization opportunity

• Pricing concepts
  • Floor, Ceiling and Market concepts
  • Netback analysis
  • → Case Study 2: Who should we sell the spot cargo to?
  • Marketing vs trading
    • → Case Study 3: Quality Gap Risk Management
  • Evolution of trading centers – Oil and Petrochemicals
  • Commercial risk elements Market
    • →Case Study 4: Sell at fixed or at formula prices?
  • Counterparty
  • Credit
  • Operations
    • →Case Study 5: Your vessel is going to miss the laycan!
  • Regulatory
  • Political

• Hedging Strategies in Trading
  • →Case Study 6: Taking advantage of market contango

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In the world of large volume commodity resins, such as the polyolefins, vinyls, and styrenics, winners and losers are often determined by access (or not) to cheap feedstocks such as in the Middle East and North America. Consequently, producers in other parts of the world are necessarily becoming more and more interested in second and third level derivatives as a means to add value This new course will explore a wide variety of some of these downstream products.

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Course Outline

• Key Non-Commodity Ethylene Derivatives industry
  • EO/MEG
  • LAOs

• Key Non-Commodity Propylene Derivatives
  • Cumene value chain
  • Phenol/acetone/BPA
  • Polycarbonate
  • Epoxy resins
  • PF resins
  • MMA/PMMA
  • Propylene oxide
  • Oxo alcohols
  • Acrylic acid/Acrylates/SAPs
  • Acrylonitrile
  • Placing the current industry structure into historical perspective

• Key Non-Commodity C4 Derivatives

• Natural Rubber versus Synthetic Rubber
• PBR/SBR, Butyl, EPDM, NBR, IR
• MEK
• Maleic anhydride/UPRs
• 1,4-BDO/THF/GBL/NMP/PVP
• MTBE

• Key Non-Commodity Aromatic Derivatives
  • ABS
  • Nylon 6,6 and Nylon 6
  • Polyurethanes
  • MDI/TDI
  • Polyether polyols

• Key Non-Commodity C1 Derivatives
  • Syngas/Methanol
  • Acetic acid/VAM, PVAc, PVB
  • Formaldehyde
  • UF/PF/MR Resins
  • Polyacetals

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Carbon capture, utilization, and storage (CCUS) is a key technology that can contribute to reducing emissions in key emitting sectors and to remove CO2 from the atmosphere while also supporting the development of CO2-based products. This course will provide and overview of the market and technology trends and provide key concepts to differentiate the challenges and opportunities that different sectors face while implementing CCUS.

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Course Outline

• Status of the CCUS Market industry
  • The potential role of CCUS in the energy transition
  • Overview of current market conditions
  • Summary of global policy

• The CCUS Value Chain
  • Overview of the value chain
  • Global CCUS project pipeline progress by segment
  • Cost analysis of CO2 capture, transportation, and storage
  • Overview of CO2 utilization

• CCUS trends in chemicals and fuels application
  • Overview of the market dynamics between low-carbon fuels and CO2 use
  • Supply and demand balance for CO2 utilization by 2030

• Engineered carbon dioxide removal
  • Overview of technologies and market trends

• Long-Term Global Outlook for CO2 capture installations
  • S& Global Commodity Insights’ base case outlook for both nearterm (2030) and long-term (2050) CO2 capture installations
  • Summary and discussion of key course topics

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With careful design and implementation, carbon markets can be crucial in transitioning to a low-carbon economy. Learn how, despite the challenges, carbon markets offer a significant opportunity to reduce greenhouse gas emissions and mitigate climate change.

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Course Outline

• Carbon Markets and Pricing Overview
  • Why do we need a carbon price?
  • What are carbon pricing tools and how do they work?
  • Different types and purposes of carbon markets and pricing
  • Overview of different features and dynamics

• How do Carbon Markets and Pricing fit within Global Climate Policy?
  • A global challenge: politics & economics of climate change
  • Comparison of climate policy instruments
  • UN frameworks: the Paris Agreement, UNFCCC, COP process and the Sustainable
  • Development Goals (SDGs)
  • Key global institutions on carbon markets

• Compliance Carbon Markets & Pricing
  • Carbon trading (ETS) versus carbon tax
  • Global compliance markets and pricing schemes
  • Regional specifics and development in key economies (G20)

• The voluntary Carbon Markets
  • What is the VCM and how does it work?
  • Key VCM bodies, stakeholders and participants
  • Supply-side: various project types, nature vs tech-based, reduction/avoidance vs removals, credit-generation process, what do we mean by high quality?
  • 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

• Nature-based Solutions & Biodiversity
  • What are nature-based solutions (NBS) and natural climate solutions (NCS)?
  • The size of the prize: what is their potential?
  • Opportunities and challenges for scaling
  • Linkages between NBS, land-use and agriculture
  • Biodiversity as a metric and crediting

• Implications for Corporates
  • Fundamentals of net-zero
  • Corporate strategies for carbon management
  • Carbon market Investments
  • Different carbon accounting frameworks
  • Reporting requirements relating to climate and nature-based risks

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The maritime industry is at a crossroads. While it has been a vital artery of global trade, its significant contribution to greenhouse gas emissions has placed it under increasing scrutiny. The International Maritime Organization's (IMO) stringent 2050 emissions reduction target underscores the urgent need for the industry to transition to cleaner fuels and technologies.

This one-day training course is designed to equip industry professionals with the knowledge and tools necessary to navigate this complex transition. By exploring the latest developments in alternative fuels, regulatory frameworks, and technological advancements, participants will gain a comprehensive understanding of the path towards a sustainable maritime future.

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Course Outline

• The Decarbonization Imperative: Understanding the global climate crisis, IMO emissions reduction targets, and the role of the maritime industry in achieving climate goals.

• The Current Bunker Fuel Market: Assessing the supply-demand dynamics, challenges, and near-long term outlook for traditional marine fuels.

• Alternative Fuel Options: Assessing the supply-demand dynamics, challenges, and near-long term outlook for traditional marine fuels.

• Fuel Technology and Infrastructure: Technology aspects, production processes, and infrastructure requirements for the alternative fuels.

• Market Dynamics and Supply Chain: Analyzing global production capacity, supply chain development, and collaboration opportunities within the alternative fuel industry.

• Regulatory Framework and Incentives: Understanding the role of policies, regulations, and financial incentives in driving the adoption of clean fuels.

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