VIETNAM COMMODITY MARKET INSIGHTS Forum 2019

8:30 am

Registration and light breakfast

9 am

Welcome and introduction

Nga Tran Ngoc, Sales Director, Vietnam & Myanmar, Refinitiv

9:05 am

An eagle-eyed perspective about an oil world influx

• The global oil markets amid OPEC cuts
• Shifts in oil supply with the shale boom, and US sanctions against Iran and Venezuela
• Shaping the way the world consumes oil products: Surge in Chinese fuel exports, changing maritime rules, cleaner fuel standards and technological advancement in land transport

Henning Gloystein, Managing Editor, Energy, APAC, Reuters

9:30 am

Asia and the evolving global crude oil complex

• Arbitrage economics and flows to Asia
• Global to local: An overview of regional crude oil market

Andrew Toh, Editor, Asian Low Sulfur Crude & Condensate, S&P Global Platts

9:55 am

Refreshment break

10:15 am

Impact of IMO 2020 on global markets

• How will reduction of sulphur levels in marine fuel transform the way the oil industry operates?
• How will refineries run and refined products like fuel oil and diesel be traded?
• Outlook on the near-term impact of the new regulation and how the market is expected to cope with the change

Yan Chong Yaw, Director, Oil Research & Forecast, Asia, Refinitiv

10:40 am

Development in transportation fuels post 2020

• Asia's progression to cleaner transport fuels
• Asia - the dominant supply giant in refined products
• The impact of IMO 2020 on motor fuels

Jonathan Nonis, Senior Managing Editor, Asia & Middle East Oil, S&P Global Platts

11:05 am

Asian aromatics: An update on key markets and their outlook

• PX and PTA: Can the downstream support new capacities?
• Is there an end to the length in the benzene market?
• Will styrene margins stay healthy after Q1?

Gustav Inge Holmvik, Team Leader, Asia Petrochemical Team, S&P Global Platts

11:05 am

The wave of China's olefin and polymer supply and market outlook

• Global LLDPE supply to Asia outpacing demand
• Asian naphtha crackers: How can they survive the light-feed cracking era?

Gustav Inge Holmvik, Team Leader, Asia Petrochemical Team, S&P Global Platts

11:45am

Panel discussion with guest panelist from PVOil

All speakers with guest panelist Nguyen Ngoc Doan, Senior Expert, Crude Oil Division, PVOil

12:15 pm

End of Oil & Petrochemicals session
Networking lunch

1:30 pm

Registration for Metals session and networking lunch

2 pm

Welcome & introduction

Nga Tran Ngoc, Sales Director, Vietnam & Myanmar, Refinitiv

2:05 pm

Keynote address by Vietnam Steel Association

2:35pm

Iron ore & coking coal changing trade flows and market updates

• Shifting trends in iron ore procurement/blast furnace feedstock usage in China
• Impact of Vale's dam accident
• Coking coal trade flows

Jun Kai Heng, Associate Editor, Asia Iron Ore Team, S&P Global Platts

3:05 pm

Refreshment break

3:25 pm

Asian long steel and scrap: An update on changing market dynamics

• Overview of South East Asian blast furnace capacity additions
• Review of impact on regional billet trade
• Changing patterns in regional scrap trade and consumption

Samuel Chin, Associate Editor, Steel & Scrap Markets, S&P Global Platts

3:55 pm

Chinese industrial policy and its impact on Asian flat steel trade

• Overview of Chinese industrial policy on steel and impact on exports
• Review of regional HRC capacity additions
• Changing patterns in Asian flat steel trade

Keith Tan, Senior Managing Editor, Steel & Scrap, S&P Global Platts

4:25 pm

Panel discussion
Threats and opportunities for Vietnam’s steel industry amid growing capacity

All speakers with guest panelist from Vietnam Steel Association

5 pm

End of Metals session