S&P GLOBAL PLATTS SUGAR & ETHANOL Forum

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Wednesday, October 30, 2019
8:30 am - 12:00 pm

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Intercontinental Sao Paulo - Alameda Santos, 1123 - Jardins, Sao Paulo - SP, 01419-001, Brazil

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Complimentary

S&P Global Platts

Please join us for the S&P Global Platts Sugar & Ethanol Forum, formerly known as Platts Kingsman Sugar Breakfast, which is taking place from 8:30 am to 12:00 pm on Wednesday, October 30, 2019 at Intercontinental Hotel Sao Paulo.

During the event, you will be able to meet key decision-makers, Platts leading commodity specialists, analysts, and your peers. All while gaining valuable insights and learning more about what’s driving the markets. Please submit your RSVP via the form on the right. We look forward to seeing you soon.

Topics to be discussed include:

  • Is there light at the end of the tunnel? Outlook for the world sugar market
  • Biofuels: A macro view of how supply & demand is evolving
  • Brazilian ethanol market: the new supply and pricing dynamics
  • And more.




Speakers

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Claudiu Covrig

Senior Analyst Agriculture, Analytics
S&P Global Platts

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Beatriz Pupo

Senior Analyst Agriculture, Analytics
S&P Global Platts

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Nicolle Monteiro de Castro

Senior Price Specialist
S&P Global Platts


Agenda

8:30 am

Registration & Networking

9 am – 9:45 am

Is there light at the end of the tunnel? Outlook for the world sugar market

Global outlook: Global SnD; Growth and challenges; Low consumption growth and subsidized overproduction led to the status quo.

  • First S&D estimates for 2020/21
  • Profitability of the sugar business: prices below costs of production
  • Market structure and the white premium
  • A trade flow snapshot: development, volumes and main exporters
  • World sugar stocks
  • Main factors to watch in the new season (Bulls vs Bears)
  • Country analysis: Brazil, India, Thailand, EU, NAFTA
  • Sugar and ethanol parity: forward curve, demand at the pump and max/min sugar ethanol mix
  • Possible scenarios happening in main countries
  • Conclusions

Claudiu Covrig,
Sr. Analyst Agriculture, Analytics
S&P Global Platts

9:45 am – 10:10 am

Q&A

Claudiu Covrig,
Sr. Analyst Agriculture, Analytics
S&P Global Platts

10:10 am – 10:40 am

Coffee Break

10:40 am – 11:10 am

Biofuels: A macro view of how supply & demand is evolving

  • The Global Picture: where are we heading?
  • Focus on Brazil´s S&D and its growing ethanol market
  • RenovaBio: a new era for Brazilian sugar & ethanol?
  • How is Brazil’s program measuring up to RFS and LCFS?

Beatriz Pupo,
Sr. Analyst Agriculture, Analytics
S&P Global Platts

11:10 am – 11:40 am

Brazilian ethanol market: the new supply and pricing dynamics

  • Domestic trade flow: what we have now and how it can evolve
  • The dynamics of the domestic ethanol price
  • Price scenarios with the new import quota market
  • Possible changes in the Brazil ethanol supply chain

Nicolle Monteiro de Castro, Senior Price Specialist
S&P Global Platts

11:40 am – 12:00 pm

Q&A

Beatriz Pupo,
Sr. Analyst Agriculture, Analytics
S&P Global Platts

Nicolle Monteiro de Castro,
Senior Price Specialist
S&P Global Platts

TIME UNTIL EVENT