S&P Global Platts Analytics Virtual Client Seminar

Understanding the drivers for the recovery of the oil and energy sectors.

S&P Global Platts Analytics is leveraging our experience to deliver an interactive virtual event for energy market participants in EMEA. This event is aimed at helping you to understand current market challenges in order to better inform your strategies and responses to both the oil price wars and the coronavirus pandemic. During this one-day virtual seminar, you will be able to select from multiple sessions featuring our team of global analysts who are located close to the action - whether that’s London or New York, Houston or Singapore – helping you to connect the dots more clearly. This event will feature an overall market outlook, breakouts on topics of interest to you, and live Q&A sessions aimed at allowing you to connect with our experts on issues that are affecting your business. We'll cover each of these talking points, with live audience Q&A to follow. Join us live and ask our speakers the questions that have been on your mind.

Join us for our annual, custom-only S&P Global Platts Analytics Client Seminar EMEA on Thursday, June 17, 2021.

Why attend?

S&P Global Platts Analytics Client Seminar EMEA provides a platform to come together to learn and collaborate.

• 7hrs of unrivalled insights from 20+ speakers
• Access our new virtual environment with an enhanced user-friendly interface
• Schedule 1 to 1 meetings with the attendees to discuss business and catch up

Who attends?

• This event is for all Platts Analytics subscribers

• Analysts

• Traders

• Executives

• Departments heads

• Risk / Procurement

Agenda

Plenary sessions

08:00 amRegistration & Networking
9:00 amOpening address - State of the Global Energy MarketChris Midgley, Global Head of Analytics, S&P Global Platts
9:45 amA Peak Inside: Leadership Exchange: Weighing up the Balance: Commodity Super Cycle or Peaking Demand? Chris Midgley, Head of Global Analytics, S&P Global Platts
Simon Thorne, Global Head of Generating Fuels Analytics, S&P Global Platts
Nicole Leonard, EMEA Oil & Cross-Commodity Analysis Lead, S&P Global Platts
Patricia Luismanso, Head of Agriculture and Biofuels Analytics, S&P Global Platts

Breakout sessions

10:30 amShort interval
10:45 amBreakout 1: Supply brinksmanship: how does the North Sea compete with OPEC, US shale and Iran • What is the future of North Sea after Johan Sverdrup?
• North Sea cost competitiveness with US shale
• Is there a role for long cycle supply in the world of short cycle US shale, and spare capacity from Iran, OPEC?
• Geopolitical risk intensifying but when will the market care?

Moderated by: Nicole Leonard, EMEA Oil & Cross-Commodity Analysis Lead, S&P Global Platts
Ash Singh, Manager, Oil & Gas Production, Non-OPEC, S&P Global Platts
Rene Santos, Manager, North American Supply, S&P Global Platts
Nareeka Ahir, Political Risk Analyst, S&P Global Platts
Dozie Nzeogu, NGL Analyst, S&P Global Platts
Breakout 2: Managing the swing: what does increasing seasonality in global gas markets mean for LNG imports into Europe? • What Asia’s pull-on marginal LNG supply this winter means for global gas balances
• How Russian gas and LNG will offset declining domestic supply and what that means for North-South and East-West spreads
• What Nord Stream 2 and the German Hub merger will mean for European gas spreads and flows

Moderated by: Anne Robba, Head of Future Energy Signposts, S&P Global Platts
Samer Mosis, Team Lead EMEA, LNG Analytics, S&P Global Platts
Ornela Figurinaite, EMEA, Gas Analyst, S&P Global Platts
James Huckstepp, Manager, EMEA Gas Analytics, S&P Global Platts
11:45 amLunch break
12:30 pmBreakout 3: Future of Oil Demand: Road to Recovery or Searching for the New Normal? • Two steps forward, one step back: What have we learned about the containment of COVID-19 and what does it mean for the global economy?
• The trajectory of the short-term oil demand growth: seasonal upswing, structural change or policy-induced recovery?
• Which sectors and regions contribute the most to the demand recovery?

Moderated by: Jennifer Van Dinter, Head of Integrated Analytics, S&P Global Platts
Kang Wu, Head of Demand Analytics, S&P Global Platts
Rick Joswick, Head of Oil Pricing & Trade Flow Analytics, S&P Global Platts
Patricia Luismanso, Head of Agriculture & Biofuels Analytics, S&P Global Platts
Breakout 4: I’ll be there for you: reliable and affordable power as frequency of “one-in-100-years” weather events increase • How does Europe’s increased ambition on decarbonisation square with the need to maintain security of supply in the face of increasingly volatile weather events?
• What is the price/fundamental outlook for power markets this summer, and what do current trends tell us about the future?
• Why are European coal prices around two-year highs when coal plants are coming offline?

Moderated by: Simon Thorne, Head of Natural Gas Analytics, S&P Global Platts
Bruno Brunetti, Head of Global Power Analytics, S&P Global Platts
Matt Boyle, Manager, Coal and Asia Power Analytics, S&P Global Platts
Glenn Rickson, Manager, European Power Analytics, S&P Global Platts
Sabrina Kernbichler, Analyst, European Power, S&P Global Platts
1:30 pmShort interval
1:45 pmBreakout 5:Energy Transition – When tomorrow arrives today • Europe is leading on climate policy – how do long term goals translate and whither carbon pricing?
• Until COVID, transport has been tough to decarbonize – what happens now with EVs? Biofuels?
• How and where will hydrogen ambitions convert?
• What pace of overall transition should we expect?

Moderated by: Roman Kramarchuk, Head of Future Energy Analytics, S&P Global Platts
Mark Mozur, Manager Future Energy Outlooks, S&P Global Platts
Dan Klein, Head of Future Energy Pathways, S&P Global Platts
Beatriz Pupo, Senior Analyst, Biofuels, S&P Global Platts
Jeff Berman, Manager, Emissions and Clean Energy, S&P Global Platts
Breakout 6: The role of storage as the world moves into a post-COVID “just-in-case” mindset • What approaches have countries taken to storage during the pandemic and how may they evolve as demand returns?
• How can floating storage supplement on-shore stocks as crude and product demand returns?
• Will crude and product stocks grow in line with rising demand in a post-COVID world?
• What impact will other non-energy commodities have on crude and product stocks?

Moderated by: Jennifer Van Dinter, Head of Integrated Analytics, S&P Global Platts
Nicole Leonard, EMEA Oil & Gas Cross-Commodity Analysis Lead, S&P Global Platts
Rick Joswick, Head of Oil pricing & Trade Flow Analytics, S&P Global Platts
Tony Starkey, Senior Advisor, Trade Flow & Modelling, S&P Global Platts
Andrew Scorer, Freight Analytics Lead, S&P Global Platts
2:45 pmShort interval
3 - 4:15 pmRecap, Q&A & Networking
Moderated by: Chris Midgley, Global Head of Analytics , S&P Global Platts
Simon Thorne, Head of Generating Fuels Analytics, S&P Global Platts
Rick Joswick, Head of Oil pricing & Trade Flow Analytics, S&P Global Platts
Ash Singh, Manager, Oil & Gas Production, Non-OPEC, S&P Global Platts
Jennifer Van Dinter, Head of Integrated Analytics, S&P Global Platts
Roman Kramarchuk, Head of Future Energy Analytics, S&P Global Platts
Patricia Luismanso, Head of Agriculture & Biofuels Analytics, S&P Global Platts