Essential Intelligence to seize your next opportunity

Join us in-person on March 28, 2023 at this complimentary forum to gain the latest and most important insights on the Asia commodity markets and economy, as the world mitigates climate change in a strong push for decarbonization.

Cultivate a deeper understanding of emerging and trending issues from S&P Global Commodity Insights editors and analysts as they thoroughly explore the issues facing the Asia markets across the various commodities in the afternoon breakout sessions.

Also, network with your fellow industry peers and our editors who will discuss 360° perspectives on the issues that the Singapore and regional markets are facing in the year ahead as borders reopen.

Pre-registration is required to attend this event due to capacity constraints. Registering in advance is strongly recommended in order to secure your slot.

Only pre-registered delegates will be allowed to attend the forum. Please note that we may not be able to accommodate walk-ins or substitutions at the venue. Limited spaces are available and registration will close on Friday, March 24, 5pm SGT (GMT +8).

Note: Due to capacity limitations, registration for Singapore Commodity Market Insights Forum is now closed.

EVENT STARTS IN


Agenda


8:30 AM

Registration

9:00 AM

Welcome Remark

Praveen Kumar, Senior Director, Relationship Management Asia Pacific,S&P Global Commodity Insights

9:10 AM

How is Asia Gaining Momentum Towards Energy Transition

  • An integrated view of the energy value chain
  • Current energy transition trends and how ASEAN is stacked against them

Mark Jelinek, Director, Energy Advisory,S&P Global Commodity Insights

9:50 AM

Platts Benchmark Update

  • An update on key global benchmarks
  • Platts Dated Brent and the evolution of the Brent Complex
  • Refined product benchmarks amidst changing trade flows

Calvin Lee, Head of Asia Content, S&P Global Commodity Insights

10:20 AM

Coffee and Networking Break

10:50 AM

Making Waves in Maritime Future Fuels: What’s Making the Biggest Splash?

  • Marine fuels and the regulatory landscape
  • Global bunker demand outlook
  • Future fuels overview and bunker demand analysis for individual future fuels

Ng Bao Ying, Associate Director, APAC Market Engagement, S&P Global Commodity Insights

11:15 AM

Clean Energy Landscape: Challenges and Opportunities

  • Technology trends and outlook
  • Carbon Financing and trading
  • Carbon intensity: An evolving commodity attribute

Suresh Sivanandam, Sales Director, Energy Transition, S&P Global Commodity Insights

11:45 AM

Lunch

*Agenda subject to change

1:00 PM

Welcome Remark

Calvin Lee, Head of Asia Content, S&P Global Commodity Insights

1:05 PM

The State of the Middle East & Asia Pacific Crude Markets

  • Middle East crude oil markets fundamentals
  • Key trends in the Asia Pacific crude oil markets
  • Crude updates in Asia

Ada Taib, Managing Editor, Crude Oil, S&P Global Commodity Insights

1:25 PM

Asia Residual Fuels Market Update

  • Evolving demand-supply balances and trade flows
  • China’s emergence as a bunkering hub on production capabilities
  • High sulfur bunker fuel looks to steadily grow marine fuels market share

Rajesh Nair, Managing Editor, Asia Residual Fuels, S&P Global Commodity Insights

1:45 PM

The Impact of the Ukraine-Russian War and Post-COVID Recovery on Refined Oil Products

  • Light distillates:
    • Impact of the Ukraine-Russian War on naphtha and gasoline in Asia
    • Impact of Chinese gasoline exports in Asia
    • Product methodology update
  • Middle distillates:
    • European demand pull on gasoil and jet fuel to new record highs
    • Chinese export recovery limits upward sentiment in middle distillates
    • Product methodology update

Su Yeen Cheong, Managing Editor, Clean Products Markets, S&P Global Commodity Insights

Wanda Wang, Senior Editor, Asia and Middle East Oil Markets, S&P Global Commodity Insights

2:25 PM

Global and Asia Oil Market Outlook

  • Global macro and oil demand outlook for 2023-2024
  • Outlook for global oil supply, inventory changes and prices
  • Product cracks, refining margins and Asia oil market dynamics

Dr. Kang Wu, Global Head of Demand and Asia Analytics, S&P Global Commodity Insights

Abhishek Nambiar, Oil & NGL Specialist, APAC, S&P Global Commodity Insights

3:05 PM

Coffee and Networking Break

3:20 PM

Futures of Biofuels and Challenges Faced

  • Biofuel markets drivers and outlook on availability of feedstocks
  • Policy influence on Biofuels pricing
  • Global biofuel prices and methodology

Elizabeth Thang, Managing Editor, Biofuels and Feedstock, S&P Global Commodity Insights

3:50 PM

Trade Flow Disruptions Extending Freight Market Recovery

  • Clean tanker market witnessing structural change
  • Dirty tankers sector benefiting from Russia sanctions, China’s re-opening
  • Sanctions forcing longer tanker voyages, tightening of tonnage supply

Sameer Mohindru, Senior Editor, APAC Shipping & Freight, S&P Global Commodity Insights

Vickey Du, Associate Editor, APAC Shipping & Freight, S&P Global Commodity Insights

4:20 PM

Impact of Sanctions on Crude & Oil Product Flows

  • The price cap on Russian oil and its impact on trade flows and tanker shipping
  • The role of STS activity and the structural changes it drives
  • Oil on Water and other tanker fleet metrics since the conflict

Abhishek Nambiar, Oil & NGL Specialist, APAC, S&P Global Commodity Insights

4:50 PM

Closing Remark

Calvin Lee, Head of Asia Content, S&P Global Commodity Insights

*Agenda subject to change

1:00 PM

Welcome Remark

Ciaran Roe, Global Director, LNG, S&P Global Commodity Insights

1:05 PM

LNG Market: With Lower Prices, What Has the Buyers' Response Been?

  • How demand centers have reacted to low LNG prices
  • Changes to LNG trade flows post Russia-Ukraine war
  • How has spot and term contracts pricing and indexation changed?

Shermaine Ang, Global Lead, LNG Strategic Engagement & Intelligence, S&P Global Commodity Insights

1:30 PM

Winter's Over, But What Awaits LNG in the Year Ahead?

  • Russian crisis on long-term European gas demand and the impact on global LNG markets
  • LNG supply growth outlook: United States, Qatar and the Rest of the World
  • Contracting trends and LNG demand growth from emerging Asia markets

Zhi Xin Chong, Director, Global Gas, LNG, and Low Carbon Gas, S&P Global Commodity Insights

1:55 PM

Coal Hogs Limelight Amid Energy Crisis

  • Suppliers/consumers response to growing demand
  • Emerging markets for coal
  • Changing tradeflows amid Russia-Ukraine war
  • Near-term outlook for coal prices

Pranay Shukla, Associate Director, Research & Analysis, S&P Global Commodity Insights

2:20 PM

The Evolving Role of Coal-fired Power Plants in Southeast Asia’s Accelerated Energy Transition

  • Coal reduction is essential for the power sector transition
  • Challenges of phasing out coal plants
  • Coal tomorrow: A comprehensive case study on its evolving role in energy transition

Cecillia Zheng, Principal Research Analyst, S&P Global Commodity Insights

2:45 PM

Illuminating the Renewables Roadmap in SEA: Opportunities and Challenges

  • Current trends in renewables development
  • Beyond feed-in-tariffs – the evolving policy and pricing landscapes in Southeast Asia
  • The renewables market outlook to 2030 for realists

Hui Min Foong, Research Analyst, Power, S&P Global Commodity Insights

3:10 PM

Coffee and Networking Break

3:25 PM

The Global Competitive Landscape for Hydrogen & Ammonia

  • What do the latest price trends across regions and feedstock tell us?
  • Competitiveness of hydrogen/ammonia as a fuel
  • Carbon Intensity rather than blue/green hydrogen: The road to transparency

Vipul Garg, Senior Specialist, Price Assessments, S&P Global Commodity Insights

3:50 PM

Asia Pacific's Low-carbon Hydrogen Pathways: The Development Plans and Progress on the Ground

  • The increase of incorporating low-carbon hydrogen in decarbonization efforts
  • What are the shared themes and variations in national-level hydrogen strategies?
  • What is the market response to policy guidance and supporting measures?

Johan Utama, Principal Analyst, Gas, Power and Climate Solutions, S&P Global Commodity Insights

4:15 PM

What is the Path Forward for CCUS Developments?

  • What is the state of the play in CCUS developments?
  • Will hub development be a game changer and are innovation activities on the rise?
  • How are CCUS developments in Asia Pacific shaping up?

Nick Sharma, Executive Director, Upstream Solutions, S&P Global Commodity Insights

4:40 PM

Closing Remark

Ciaran Roe, Global Director, LNG, S&P Global Commodity Insights

*Agenda subject to change

1:00 PM

Welcome Remark

Yuencheng Mok, Senior Managing Editor, Nonferrous Metals, S&P Global Commodity Insights

1:05 PM

Battery Metals Trends and Challenges: Will Promised Supply Temper Prices or Fall Flat?

  • Lithium price cooldown: End of an era or temporary setback?
  • Evolution of nickel, cobalt pricing amid growing supply
  • EV outlook amid a changing geopolitical landscape

Jesline Tang, Associate Editor, Nonferrous Metals, S&P Global Commodity Insights

1:35 PM

Global Alumina Prices Hampered by Lackluster Downstream Demand

  • Weak Chinese demand, Russian sale ban caps Australian prices
  • Elevated energy prices keep European smelter restarts at bay
  • China braces for planned halt of Indonesian bauxite exports

Jenson Ong, Associate Editor, Nonferrous Metals, S&P Global Commodity Insights

2:05 PM

Indexation in Steel Markets Amid Wider Spreads with Raw Materials Prices

  • Review of use of indexation in steel pricing
  • Analysis of spread between steel and raw materials prices
  • Emerging trends in indexation using steel prices

Shivani Singh, Managing Editor, Steel & Scrap, S&P Global Commodity Insights

2:35 PM

Chinese Iron Ore Port Stocks and Their Interface with Seaborne Markets

  • IOPEX port stocks price assessments
  • Analysis of port stock vis-à-vis seaborne prices

Chelsea Ye, Associate Editor, Iron Ore, S&P Global Commodity Insights

3:05 PM

Coffee and Networking Break

3:20 PM

Dry Bulk: Freight Markets Yet to Rebound from China Reopening

  • Dry Bulk market facing persistent headwinds in spite of firm commodity prices
  • Russia-Ukraine war, flipping of trade flow may help
  • Energy transition complexity slows down newbuilding investments

Shriram Sivaramakrishnan, Managing Editor, APAC Dry Bulk & Freight, S&P Global Commodity Insights

Nicholas Zhang, Associate Editor, APAC Dry Bulk & Freight, S&P Global Commodity Insights

3:50 PM

Shipping Market Outlook: Freight Market Returns to Pre-pandemic Levels, Any Signs of Recovery?

  • Latest trends of freight market
  • Regulation and fuel transitions impact in shipping and shipbuilding markets

Daejin Lee, Lead Shipping Analyst, S&P Global Commodity Insights

Mauro Cattana, Commodities Sales Manager - Shipping, S&P Global Commodity Insights

4:20 PM

Outside the Box: Navigating Container Freight Markets and Challenges

  • Recent price trends and market developments
  • Boxed challenges: Overcapacity, Demand, Alliances
  • Carbon-neutral cargo: Carbon-accounted bunker charge assessments
  • Industry outlook for 2023

Ng Bao Ying, Associate Director, APAC Market Engagement, S&P Global Commodity Insights

4:50 PM

Closing Remark

Pradeep Rajan, Senior Managing Editor, Asia Freight, S&P Global Commodity Insights

*Agenda subject to change

1:00 PM

Welcome Remark

Vanessa Ronsisvalle, Editorial Director, Petrochemicals Asia, S&P Global Commodity Insights

1:05 PM

Asian Methanol Outlook: Green Methanol's March Towards Lower Carbon Emissions

  • Ship owners dilemma: Which one will they use?
  • Impact of green methanol on conventional methanol supply demand

Esther Ng, Senior Editor, Methanol, S&P Global Commodity Insights

1:25 PM

Asian Olefins Outlook: Envisioning the Impact on China’s Reopening

  • Update on Asia Olefins pricing Trend
  • Ethylene spot trade hinges on downstream recovery
  • Propylene price trend determined by producers run rate
  • How long positive butadiene margin to continue?

Melvin Yeo, Senior Editor, Olefins, S&P Global Commodity Insights

1:45 PM

Asian Aromatics Post-COVID-19: A Market Update

  • Gasoline remains a key demand factor
  • PX impacts other aromatics
  • Increase in freight cost affects 2023 trade

Gustav Holmvik, Team Lead, Aromatics, S&P Global Commodity Insights

2:00 PM

Asian Paraxylene Outlook

  • Asian PX price trends in Q1 post China reopening
  • China trade flows for PX-PTA post capacity addition in 2022-23

Sue Koh, Senior Editor, Petrochemicals, S&P Global Commodity Insights

2:20 PM

Alternative Marine Fuels: Decarbonizing the Bunker Industry

Vanessa Ronsisvalle, Editorial Director, Petrochemicals Asia, S&P Global Commodity Insights

Andrei Agapi, Associate Pricing Director, Agriculture APAC, S&P Global Commodity Insights

Joe Elias, Director, Methanol and Derivatives, S&P Global Commodity Insights

Rajesh Nair, Managing Editor, Asia Residual Fuels, S&P Global Commodity Insights

Suresh Sivanandam, Sales Director, Energy Transition, S&P Global Commodity Insights

3:05 PM

Coffee and Networking Break

3:20 PM

Global Olefins and Polyolefins Outlook

  • Global over-build issue
  • Impact of Russia investment on global trade
  • Mechanic recycling and its impacts on the demand of virgin polyolefin materials

Shaohua Feng, Director, Polymers APAC, S&P Global Commodity Insights

3:50 PM

Aromatics: Beyond Asia's Supply Super Cycle

  • Benzene's changing feedstock mix: A balance between PX production and cracker operating rates
  • What's next after styrene oversupply?
  • How China's self-sufficiency ambitions are changing global trade flows

Kate Lee, Principal Research Analyst, Chemicals, S&P Global Commodity Insights

4:10 PM

Chemicals: Transforming Data into Essential Intelligence

Stephanie Liew, Commodities Sales Manager, Petrochemicals, S&P Global Commodity Insights

4:20 PM

Closing Remark

Vanessa Ronsisvalle, Editorial Director, Petrochemicals Asia, S&P Global Commodity Insights

*Agenda subject to change

Speakers

Praveen Kumar.png
Praveen Kumar
Senior Director, Relationship Management Asia Pacific, S&P Global Commodity Insights
Mark Jelinek.jpg
Mark Jelinek
Director, Energy Advisory, S&P Global Commodity Insights




Calvin Lee.jpg
Calvin Lee
Head of Asia Content, S&P Global Commodity Insights
Suresh Sivanandam.jpg
Suresh Sivanandam
Sales Director, Energy Transition, S&P Global Commodity Insights
Dr. Kang Wu.jpg
Dr. Kang Wu
Global Head of Demand and Asia Analytics, S&P Global Commodity Insights
Ciaran Roe.png
Ciaran Roe
Global Director, LNG, S&P Global Commodity Insights


Pradeep Rajan.jpg
Pradeep Rajan
Senior Managing Editor, Asia Freight, S&P Global Commodity Insights
Vanessa Ronsisvalle.jpg
Vanessa Ronsisvalle
Editorial Director, Petrochemicals Asia, S&P Global Commodity Insights
Pranay Shukla.jpg
Pranay Shukla
Associate Director, Research & Analysis, S&P Global Commodity Insights
Stephanie Liew.jpg
Stephanie Liew
Commodities Sales Manager, Petrochemicals, S&P Global Commodity Insights

Zhi Xin Chong.jpg
Zhi Xin Chong
Director, Research and Analysis, Global Gas, LNG, and Low Carbon Gas, S&P Global Commodity Insights
Nick Sharma.JPG
Nick Sharma
Executive Director, Upstream Solutions, S&P Global Commodity Insights
Shermaine Ang.jpg
Shermaine Ang
Global Lead, LNG Strategic Engagement & Intelligence, S&P Global Commodity Insights
Cecilia Zheng.jpg
Cecillia Zheng
Principal Research Analyst, S&P Global Commodity Insights




Hui Min Foong.jpg
Hui Min Foong
Research Analyst, Power, S&P Global Commodity Insights
Vipul Garg.jpg
Vipul Garg
Senior Specialist, Price Assessments, S&P Global Commodity Insights
Elizabeth Thang.jpg
Elizabeth Thang
Managing Editor, Biofuels and Feedstock, S&P Global Commodity Insights
Ada Taib.jpg
Ada Taib
Managing Editor, Crude Oil, S&P Global Commodity Insights



Rajesh Nair.jpg
Rajesh Nair
Managing Editor, Asia Residual Fuels, S&P Global Commodity Insights
Su Yeen Cheong.jpg
Su Yeen Cheong
Managing Editor, Clean Products Markets, S&P Global Commodity Insights
Wanda Wang.jpg
Wanda Wang
Senior Editor, Asia and Middle East Oil Markets, S&P Global Commodity Insights
Abhishek Nambiar.jpg
Abhishek Nambiar
Oil & NGL Specialist, APAC, S&P Global Commodity Insights

Sameer Mohindru.jpg
Sameer Mohindru
Senior Editor, APAC Shipping & Freight, S&P Global Commodity Insights
Vickey Du.jpg
Vickey Du
Associate Editor, APAC Shipping & Freight, S&P Global Commodity Insights
Yuencheng Mok.jpg
Yuencheng Mok
Senior Managing Editor, Nonferrous Metals S&P Global Commodity Insights
Jesline Tang.jpg
Jesline Tang
Associate Editor, Nonferrous Metals, S&P Global Commodity Insights


Jenson Ong.jpg
Jenson Ong
Associate Editor, Nonferrous Metals, S&P Global Commodity Insights
Shivani Singh.jpg
Shivani Singh
Managing Editor, Steel & Scrap, S&P Global Commodity Insights
Chelsea Ye.jpg
Chelsea Ye
Associate Editor, Iron Ore, S&P Global Commodity Insights
Shriram Sivaramakrishnan.jpg
Shriram Sivaramakrishnan
Managing Editor, APAC Dry Bulk & Freight, S&P Global Commodity Insights
Nicholas Zhang.jpg
Nicholas Zhang
Associate Editor, APAC Dry Bulk & Freight, S&P Global Commodity Insights
Daejin Lee.jpg
Daejin Lee
Lead Shipping Analyst, S&P Global Commodity Insights
Mauro Cattana.jpg
Mauro Cattana
Commodities Sales Manager - Shipping, S&P Global Commodity Insights
Esther Ng.jpg
Esther Ng
Senior Editor, Methanol, S&P Global Commodity Insights



Melvin Yeo.jpg
Melvin Yeo
Senior Editor, Olefins, S&P Global Commodity Insights
Gustav Holmvik.jpg
Gustav Holmvik
Team Lead, Aromatics, S&P Global Commodity Insights
Pankaj Rao.jpg
Sue Koh
Senior Editor, Petrochemicals, S&P Global Commodity Insights
Joe Elias.jpg
Joe Elias
Director, Methanol and Derivatives, S&P Global Commodity Insights

Shaohua Feng.jpg
Shaohua Feng
Director, Polymers APAC, S&P Global Commodity Insights
Kate Lee.jpg
Kate Lee
Principal Research Analyst, Chemicals, S&P Global Commodity Insights
Johan Utama.jpg
Johan Utama
Principal Analyst, Gas, Power and Climate Solutions, S&P Global Commodity Insights
Andrei Agapi.jpg
Andrei Agapi
Associate Pricing Director, Agriculture APAC, S&P Global Commodity Insights