Analytics Client Virtual Seminar – EMEA

Essential insights critical for volatile environments

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June 17, 2020
10:30am – 5:30pm BST

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Online


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Complimentary

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S&P Global Platts

This is an exclusive event for S&P Global Platts Analytics customers.

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.


Speakers

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Chris Midgley

Head of Global Analytics
S&P Global

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Shin Kim

Head of Supply and Production Analytics
S&P Global

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Kang Wu

Head of Demand and Asia Analytics
S&P Global

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Rick Joswick

Head of Oil Pricing, Trade Flow, and Refining Analytics
S&P Global

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Chris Durman

Head of LNG Analytics
S&P Global

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Ira Joseph

Head of Global Gas and Power
S&P Global

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Andrew Neal

Manager, Global NGLs and Light Ends
S&P Global

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Samer Mosis

Team Lead, LNG Analytics, EMEA
S&P Global

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Jeffrey Moore

Manager, LNG Analytics, Asia
S&P Global

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Ross Wyeno

Lead Analyst, LNG Analytics, Americas
S&P Global

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Patricia Luismanso

Head of Sugar and Biofuels Analytics
S&P Global

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James Huckstepp

Manager, EMEA Gas Analytics
S&P Global

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Glenn Rickson

Manager, European Power Analytics
S&P Global

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Ana-Maria Tolbaru

Senior Power Analyst
S&P Global

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Jennifer Van Dinter

Head of NGLs and Petrochemicals
S&P Global

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Michael Mccafferty

Lead Petrochemicals Analyst
S&P Global

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Anne Robba

Head of Americas Gas & Power
S&P Global

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Bruno Brunetti

Head of Global Power Analytics
S&P Global

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Gilles Heyberger

Senior Gas Analyst
S&P Global


Agenda

10:15 am

Log into plenary session and test system

10:30 am

Opening address - State of the Global Energy Market
Chris Midgley, Global Director of Analytics

  • How an increasingly integrated commodities market survived a record-warm winter, a global pandemic and lockdown, and a global supply war
  • Picking up the pieces – lingering challenges of the battered economy
  • The path forward – What’s next for global energy markets

11:15 am

A Peak Inside: Leadership Exchange

Risks & Opportunities in the Midst of the Pandemic

Moderated by:
Chris Midgley, Global Director of Analytics

Joined by:
Nicole Leonard, Senior Cross-Commodity Analyst,
EMEA
Chris Midgley, Global Director of Analytics

Shin Kim, Head of Supply and Production Analytics
Kang Wu, Head of Demand and Asia Analytics
Rick Joswick, Head of Oil Pricing, Trade Flow, and Refining Analytics
Patricia Luis-Manso, Head of Agriculture and Biofuel Analytics
Chris Durman, Head of LNG Analytics
Ira Joseph, Head of Global Gas and Power

  • Global demand for energy
  • How will the market cope in the worst of recovery cases
  • Will there continue to be opportunity in storing commodities onshore and offshore

12 pm

Lunch break

12:45 pm

Breakout Session #1

Option 1 – Demand
Moderated by:
Nicole Leonard, Senior Cross-Commodity Analyst, EMEA

Joined by:
Kang Wu, Head of Demand and Asia Analytics
Alan Struth, Senior Advisor, Demand and Refining Analytics
Patricia Luis-Manso, Head of Agriculture and Biofuel Analytics
Jennifer Van Dinter, Head of NGLs and Petrochemicals

  • Macroeconomic indicators and key statistics driving the outlook and risk to demand
  • Demand forecasts in light of the pandemic, sector-level recovery expectations, and demand scenarios considering alternative-shaped recoveries
  • Will investment and policy in biofuels persist following demand loss of transportation fuels
  • Role of petrochemical demand in global oil demand growth and end-use outlook

OR

Option 2 – Global LNG Outlook
Moderated by:
Chris Durman, Head of LNG Analytics

Joined by:
Samer Mosis, Team Lead, LNG Analytics, EMEA
Jeffrey Moore, Manager, LNG Analytics, Asia
Ross Wyeno, Lead Analyst, LNG Analytics, Americas

  • LNG propping up all commodities, leading to negative netbacks in the USGC
  • Global dynamics in an over-supplied market with weakening demand
  • Europe's ability to balance the market as storage stocks fill
  • Challenges for US Gulf coast exporters

2 pm

Movement break – log into next session

2:15 pm

Breakout Session #2

Option 1 – Supply
Moderated by:
Shin Kim, Head of Supply and Production Analytics

Joined by: 
Paul Sheldon, Chief Geopolitical Advisor
Ash Singh, Manager, Oil & Gas Production, Non-OPEC
Rene Santos, Manager, North American Supply
Taylor Cavey, Senior Analyst, Supply & Production
Austin Rial, Senior NGL Analyst, Light Ends

  • Crude balances – how supply is reacting to demand destruction
  • OPEC+, non-OPEC, and North American supply outlook
  • Continued risk to US shale production of oil, gas, and NGLs
  • Deep dive into Middle East NGL supply and balances
  • Gasoil or gasoline – which will drive 2020-2021 margins
  • Will investment and policy in biofuels persist following demand loss of transportation fuels


OR

Option 4 – European Gas & Power Outlook
Moderated by:
Ira Joseph, Head of Global Gas and Power

Joined by:
Gilles Heyberger, Senior Gas Analyst
Glenn Rickson, Manager, European Power Analytics
Ana-Maria Tolbaru, Senior Power Analyst


  • Who will stick, twist, or fold as we head toward tank tops
  • European hub prices test short-run marginal costs, the impact of low oil and carbon prices, five-year outlook for fundamentals and price
  • Europe’s gas supply tensions – dealing with the European supply overhang and Europe’s role as global LNG balancer
  • Changing dynamics in increasingly interconnected Europe power markets
  • The changing nature of thermal power and coming age of renewables

3:30 pm

Break – Move to next session

3:45 pm

Breakout Session #3

Option 1 – Balances, Freight, Refining
Moderated by:
Rick Joswick, Head of Oil Pricing, Trade Flow, and Refining Analytics
Nicole Leonard, Senior Cross-Commodity Analyst, EMEA

Joined by:
Jack Laursen, Head of Freight Analytics
Michael Mccafferty, Lead Petrochemicals Analyst
Dave Zinamon, Senior Manager, Refining Analytics

  • Refinery profitability and flexibility in Europe and the Mediterranean on slowing product demand growth
  • Role of freight in crude and product differentials
  • Impacts of refinery and petrochemical integration


OR

Option 6 – Global Gas & Power Outlook
Moderated by:
Ira Joseph, Head of Global Gas and Power

Joined by:
Anne Robba, Head of Americas Gas & Power
James Huckstepp, Manager, EMEA Gas Analytics
Bruno Brunetti, Head of Global Power Analytics
Ira Joseph, Head of Global Gas and Power

  • North America shale gas production – how US balances are impacting global gas markets and prices
  • How will coal compete with natural gas in global and European power markets
  • Evolution of power markets in Asia

5 pm

Recap and Q&A, Moderated by:
Chris Midgley, Global Director of Analytics

Joined by:
Ira Joseph, Head of Global Gas and Power
Chris Durman, Head of LNG Analytics
Shin Kim, Head of Supply and Production Analytics
Rick Joswick, Head of Oil Pricing, Trade Flow, and Refining Analytics
Jennifer Van Dinter, Head of NGLs and Petrochemicals

5:30 pm

Seminar ends

Agenda subject to change

TIME UNTIL EVENT