Singapore Commodity Market Insights Forum 2023

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 Global Asia and Oil Markets and Electrification and Future Fuels is now closed.

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Agenda

Morning Plenary
Afternoon Sessions

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

Global and Asia Oil Markets
Electrification and Future Fuels (LNG, Coal, Renewables)
Metals and Shipping
Petrochemicals

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

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

Mark Jelinek

Director, Energy Advisory, S&P Global Commodity Insights

Calvin Lee

Head of Asia Content, S&P Global Commodity Insights

Suresh Sivanandam

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

Dr. Kang Wu

Global Head of Demand and Asia Analytics, S&P Global Commodity Insights

Ciaran Roe

Global Director, LNG, S&P Global Commodity Insights

Pradeep Rajan

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

Vanessa Ronsisvalle

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

Pranay Shukla

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

Stephanie Liew

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

Zhi Xin Chong

Director, Research and Analysis, Global Gas, LNG, and Low Carbon Gas, S&P Global Commodity Insights

Nick Sharma

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

Shermaine Ang

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

Cecillia Zheng

Principal Research Analyst, S&P Global Commodity Insights

Hui Min Foong

Research Analyst, Power, S&P Global Commodity Insights

Vipul Garg

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

Elizabeth Thang

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

Ada Taib

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

Rajesh Nair

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

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

Abhishek Nambiar

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

Sameer Mohindru

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

Vickey Du

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

Yuencheng Mok

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

Jesline Tang

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

Jenson Ong

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

Shivani Singh

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

Chelsea Ye

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

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

Daejin Lee

Lead Shipping Analyst, S&P Global Commodity Insights

Mauro Cattana

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

Esther Ng

Senior Editor, Methanol, S&P Global Commodity Insights

Melvin Yeo

Senior Editor, Olefins, S&P Global Commodity Insights

Gustav Holmvik

Team Lead, Aromatics, S&P Global Commodity Insights

Sue Koh

Senior Editor, Petrochemicals, S&P Global Commodity Insights

Joe Elias

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

Shaohua Feng

Director, Polymers APAC, S&P Global Commodity Insights

Kate Lee

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

Johan Utama

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

Andrei Agapi

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

Singapore Commodity Market Insights Forum 2023

March 28, 2023 – 9:00 AM to 5:00 PM

PARKROYAL COLLECTION Marina Bay

Essential Intelligence to seize your next opportunity

EVENT STARTS IN

Agenda

Speakers