London Energy Forum 2022 from S&P Global Platts

Agenda

Plenary sessions

8:15 amRegistration and Networking
8:45-9:15 am Optional workshop: Carbon Intensity and its Role in Commodity Trading
Moderated by: Deb Ryan, Head of Low Carbon Market Analytics
Paula Vanlaningham, Global Head of Carbon
Arsalan Syed, Americas Editor, Low Carbon Oil
Varaleka Pant, Low Carbon Markets Analyst
9:30 amWelcome
Saugata Saha, President
9:45 amOutlook for established and emerging price benchmarks
Vera Blei, Global Director, Oil & LNG Markets
10:10 amGlobal energy market outlook
Dave Ernsberger, Global Head of Pricing & Market Insight
10:50 amNetworking break
11:00-11:30 am Optional workshop: European Refining and changes to the crude slate
Geoffrey Smith, Director, Oil & Shipping Research, Refinitiv
11:35 amSpecial session: Balancing the world of energy and carbon though policy and markets
• How far are we from seeing the world achieve its net zero promises? Where do we need to see progress- how is that tracking?
• How are ambitious policies being set – and where is more direction and clarity needed to achieve results?
• Special focus on the EU Fit for 55 policy, EU Methane Regulations, UK Hydrogen policy
• How much can we expect from clean technologies? Where can markets and pricing drive outcomes?

Moderated by: Jonty Rushforth, Head of Markets Group and Energy Transition
Roman Kramarchuk, Head Future Energy Analytics
Michael Evans, EU/UK Compliance Analyst
Alan Hayes, Head of Energy Transition Pricing
12:15 pmNetworking lunch
12:45-1:15 pm Optional workshop: Voluntary Carbon Markets
Moderated by: Paula Vanlaningham, Global Head of Carbon
Silvia Favasuli, EMEA Editor, Carbon
Deb Ryan, Head of Low Carbon Market Analytics
Michael Evans, EU/UK Compliance Analyst

Breakout sessions – Understand the current and future outlooks

1:40 pmBreakout 1: Upstream focus: Opportunities and challenges for crude oil markets in a time of transition
• The way ahead for European & African crude oil supply
• US crude’s outlook in the global markets
• The OPEC+ challenge from market volatility and geopolitical interventions
• Crude oil supply risks in the energy transition
• Oil benchmarks update
Moderator: Joel Hanley, Global Director, Crude & Fuel Oil
Iain Stevenson, Managing Editor, Crude Oil, EMEA
Herman Wang, Managing Editor, OPEC/Middle East news
Nick Coleman, Senior Editor, Oil News
Emma Kettley, Global Lead, Brent Complex

Breakout 2: The role of LNG & Gas in a decarbonizing world
• Unchartered waters: What drove the record run up in gas prices 2021 and what will dictate where we go from here?
• LNG’s evolution toward commoditization: Standardization around indexation, terminology and the move toward digitization
• Longer term market evolution: Does potential growth in emerging gas markets, namely China and Brazil, justify new investment in LNG liquefaction infrastructure?
• Carbon-neutral LNG: Does CNL have a role in a decarbonizing world, and if so, what is holding back further growth in the industry?
Moderator: Allen Reed, Managing Editor, Atlantic LNG
Luke Cottell, Senior Analyst, LNG
Piers De Wilde, Senior Pricing Specialist, Atlantic Basin LNG
Veda Chowdhury, Senior Pricing Specialist, Americas Natural Gas
Breakout 3: Feedstocks constraints at a time of rising demand for Biofuels
• New uses for biofuels: SAF, marine fuels, bionaphtha
• An evolving biofuels market in Europe
• The hunt for the next generation of feedstocks
• Changes in biofuels carbon intensity
Moderator: Robert Beaman, Associate Pricing Director, EMEA Agriculture
Monika Rajoria, Biofuels Analyst
Karim El Afany, Editor, EMEA Ethanol
George Duke, Editor, EMEA Biodistillates
Evridiki Dimitriadou, Analyst, Future Energy
2:25pmBreak
2:35 pmBreakout 4: Fundamental shifts in transport fuels in a post-COVID world
• Is a structural recovery on the horizon? What challenges to conventional jet fuel from sustainability mandates?
• What way for European arbitrages of gasoline as demand evolves post-COVID?
• What new shape for trade flows as refinery capacity expands?
• What challenges to European markets from new refining capacity outside of the continent?
Moderator: Francesco Di Salvo, Associate Editorial Director, EMEA Clean Refined Products
Gary Clark, Managing Editor, EMEA Middle Distillates
Kieran Hess, Managing Editor, EMEA Light Ends
Virginie Malicier, Senior Editor, EMEA Middle Distillates
Rasool Barouni, Manager Refining Economics, Analytics
Elza Turner, Senior Editor, EMEA Oil

Breakout 5: Cash and carbon – will shipping market windfalls finance decarbonization?
• Tanker markets lacking stimulus – what could prompt a recovery?
• How will the container bonanza affect the future of logistics?
• What will the global fleet look like in 2030?
Moderator: Peter Norfolk, Editorial Director, Global Shipping & Freight
Ewa Manthey, Associate Editor, EMEA Shipping
George Griffiths, Managing Editor, Global Container Freight
Anastasia Zania, Freight Analyst
Chris To , Editor, Tanker Markets,

Breakout 6: Hydrogen breakout: Developing a traded hydrogen market
• How can international traded hydrogen markets function?
• Dealing with colors, how to price hydrogen from multiple pathways.
• The importance of understanding and measuring hydrogen’s carbon intensity across production pathways
• Hydrogen outlook: how are fundamentals shaping up
Moderator: Alan Hayes, Head of Energy Transition Pricing
Patricia Pinter: Associate EMEA Editor, Guarantees of Origin
Anna Robba, Head of Energy Signposts
Roman Kramarchuk, Head Future Energy Analytics
3:20pmBreak
3:30 pmBreakout 7: Petrochemicals: Development of sustainable models determines long-term resilience
• Polymer recycling: Transforming used plastics into valuable feedstocks
• Methanol bunkering: opportunities and challenges of shipping decarbonization
• Energy transition moves petrochemicals’ oil demand into focus
• Container chaos exposes petrochemical supply weaknesses
Moderator: Ora Lazic, Senior Market Engagement Lead
Stergios Zacharakis, Global Market Lead - Methanol Chair
Ben Brooks, Global Lead, Recycled Plastics
George Griffiths, Editor, Container Freight Markets
Mike McCafferty, Senior Clean Energy Analyst

Breakout 8: Bunkers market moves beyond IMO 2020
• With IMO 2020 in the rear-view mirror, what is next on the regulatory horizon?
• What are the most likely future fuels to be used in the shipping sector?
• What is the future for residual fuel?
• Outlook for high and low sulfur fuel oil and the impact on scrubber economics
Moderator: John Morley, Associate Editorial Director, EMEA Oil
Tamara Sleiman, Managing Editor, EMEA Fuel Oil
Stepan Lavrouk, Associate Editor, EMA Fuel Oil
Anastasia Zania, Freight Analyst
Thomas Washington, Senior Writer, Transport Fuels
Breakout 9: Balancing power markets in a Low Carbon World
• What role will Hydrocarbons have to play to meet demand through 2050?
• What role does Nuclear power have to play to reach a 2-degree future?
• Navigating the pathways to Low Carbon Power markets
Moderator: Bruno Brunetti, Head of Global Power Analytics
Amy Gasca, Head of Global Power Pricing
Shantanu Jha, Low Carbon Electricity Analyst, Europe
Glen Rickson, Head of European Power Analysis
4:15 pmForum ends