S&P Global Platts

Sydney Commodity Market Insights Forum

Essential intelligence moves the world forward.

We live in complex times—being able to isolate key dynamics and quickly apply our learnings will allow people to solve the enormous challenges our society faces. Whether it’s finding new ways to understand ESG and sustainability, anticipating the demands of the coming energy transition, or forecasting a future of driverless mobility, S&P Global Commodity Insights will be there to enable decision-makers and accelerate progress.

Join us in person on August 9 for this informative session. We will delve into the outlook, insights, and challenges ahead for the commodities markets.

View our comprehensive agenda below.

Spaces are limited. We strongly encourage you to register early.
You need to register to gain access to the forum.

Registrations will close Wednesday, August 3, at 5PM AEST.

We look forward to meeting you in person.

COMPLIMENTARY FORUM STARTS IN

 

Agenda


8:30 AM

Registration and Networking 

9:00 AM

Opening address

Tom Stonier, Senior Commercial Director, Oceania, S&P Global Commodity Insights

09:05 AM

Australian Market Overview

Rajiv Biswas, Asia-Pacific Chief Economist, IHS Markit, S&P Global Commodity Insights

09:20 AM

Energy Transition Trends in Asia

Energy transition trends in Asia.
• A comprehensive view/outlook on the Future of Energy
• Asian Hydrogen market outlook
• Outlook for EVs, carbon, and renewables

Mendo Kundevski, Director, Energy Transition, S&P Global Commodity Insights
Ankit Sanchan, 
Analyst, Hydrogen, S&P Global Commodity Insights

10:05 AM

The Global Competitive Landscape for Hydrogen & Ammonia

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 centerpiece for blue/green hydrogen: the road to transparency

Charlotte Radford, Senior Managing Editor, S&P Global Commodity Insights

10:30 AM

Carbon - Merging compliance and voluntary schemes: the opportunities for emissions trading​

Carbons: Merging Compliance and Voluntary Schemes: the opportunities for emissions trading
• The role of carbon markets – both compliance and voluntary – and scope for growth
• Update on carbon market pricing trends
• Carbon market applications and carbon intensity premiums
• Importance of LNG carbon intensity and associated premiums in reducing overall emissions

Kanchan Yadav, Senior Specialist, Pricing, S&P Global Commodity Insights
Varaleka Pant,
Analyst, Carbon Analytics, S&P Global Commodity Insights

10:55 AM

Morning Break

11:10 AM

LNG Market Update

LNG market development and effects of the Russia-Ukraine conflict
• Impact of Russia-Ukraine conflict on global LNG and gas markets
• Market volatility and liquidity – LNG term and spot pricing amid industry changes in Asia
• JKM and WIM methodology development, with Market on Close analysis

Kenneth Foo, Managing Editor, APAC LNG, S&P Global Commodity Insights

11:55 AM Lunch and networking break 

 

Agenda subject to change

1:00 PM

Iron Ore Market Update: Is volatility the new normal?

• Latest market trends, fundamentals, and outlook
• Spot trades overview - observed trade flow shift & market liquidity
• Brand relativities and iron ore value-in-use.
• Iron ore supply chain decarbonization – key developments to look out for
• What is next in iron ore’s journey of evolution?

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

1:30 PM

Coking Coal: Latest market update

• Latest market trend of seaborne met coal – key drivers & flags
• Spot market overview H1 2022 – observed trade flow shift & market liquidity
• China update: policy, import arb & steel and coke demand

Jeffery Lu, Managing Editor, Metallurgical Coal, S&P Global Commodity Insights

2:00 PM

Battery Metals Market Overview: Can supply catch up to demand?

• Current global EV dynamics & shifts in battery chemistries
• The lithium deficit conundrum
• What's next for EVs?

Leah Chen, Associate Editor, Non-Ferrous Metals, S&P Global Commodity Insights

2:30 PM

Afternoon break

2:45 PM

Steel Outlook: What does China's slowing crude steel production mean for iron ore prices?

• What does the iron ore supply pipeline look like? Too much or too little?
• Has China’s steel production and consumption peaked?
• What is the outlook for metallurgical coal prices?

Paul Bartholomew, Editorial Team Lead, S&P Global Commodity Insights
Jarek Mlodziejewski, Commodities Sales Specialist - Metals & Mining, S&P Global Commodity Insights

3:15 PM 

Changing trade flows and impact on the Australian coal industry

• Australia finds new homes amid China's absence
• India’s imports and its impact on Australian coal prices
• China’s import situation amid China's absence
• Near-term outlook for Australian coal prices

Deepak Kannan, Head of Global Coal Pricing, S&P Global Commodity Insights

3:45 PM

Closing remarks 

Ching, Commercial Lead, APAC, S&P Global Commodity Insights
Tom Stonier,
Senior Commercial Director, Oceania, APAC, S&P Global Commodity Insights

Agenda subject to change

1:00 PM

Asia & Middle East Oil markets Updates

• Gasoil & Jet Fuel
• Development in Motor Transportation Fuel in 2022
• Asia's Aviation recovery

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

1:30 PM

Global and Asia Oil Market Outlook: Asian Oil Markets and Implications for Australia

• Global macro and oil demand outlook
• Global oil supply, balances, inventory changes, and prices
• Asia oil market dynamics: Demand, refining, product cracks, and refining margins
• Implications for Australia

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

2:00 PM

Overview of Product: Crude & Refined Insights

Connecting data to insights

Abhishek Nambiar, Commodities Analytics Specialist - Oil & NGL, S&P Global Commodity Insights

2:20 PM

Afternoon break 

2:35 PM

Dry Bulk Shipping Market Update​

Market imbalances and impact on freight

Nicholas Zhang, Associate Editor, Asia Pacific Shipping & Freight, S&P Global Commodity Insights

3:05 PM

Closing remarks

Ching, Commercial Lead, APAC, S&P Global Commodity Insights
Tom Stonier, Senior Commercial Director, Oceania, S&P Global Commodity Insights

Agenda subject to change

Speakers

Abhishek Nambiar_resized.png
Abhishek Nambiar
Commodities Analytics Specialist, S&P Global Commodity Insights
Pic-Ankit Sachan.jpg
Ankit Sanchan
Analyst, Hydrogen, S&P Global Commodity Insights
CharlotteRadford.jpg
Charlotte Radford
Senior Managing Editor, S&P Global Commodity Insights
Ching Ong.jpg
Ching
Commercial Lead, APAC, S&P Global Commodity Insights
Deepak Kannan (resized).jpg
Deepak Kannan
Head of Global Coal Pricing, S&P Global Commodity Insights
Jarek Mlodziejewski
Commodities Sales Specialist - Metals & Mining, S&P Global Commodity Insights
Jeffrey Lu_resized.jpg
Jeffery Lu
Managing Editor, Metallurgical Coal, S&P Global Commodity Insights
Kanchan Photo (resized).jpeg.jpg
Kanchan Yadav
Senior Specialist, Pricing, S&P Global Commodity Insights
Kang Wu (resized).jpg
Kang Wu
Head of Global Demand and Asia Analytics, S&P Global Commodity Insights
Kenneth Foo.jpg
Kenneth Foo
Managing Editor, APAC LNG, S&P Global Commodity Insights
Leah_resized.jpg
Leah Chen
Associate Editor, Non-Ferrous Metals, S&P Global Commodity Insights
Mendo Kundevski_resized.JPG
Mendo Kundevski
Director, Energy Transition, S&P Global Commodity Insights
Headshot Silhouette - Man_150x150.jpg
Nicholas Zhang
Associate Editor, Asia Pacific Shipping & Freight, S&P Global Commodity Insights
Paul Bartholomew (resized).jpg
Paul Bartholomew
Editorial Team Lead, S&P Global Commodity Insights
Headshot Silhouette - Man_150x150.jpg
Rajiv Biswas
Asia-Pacific Chief Economist, IHS Markit, S&P Global Commodity Insights
Headshot Silhouette - Woman_150x150.jpg
Su Yeen Cheong
Managing Editor, Clean Products Markets, S&P Global Commodity Insights
Headshot Silhouette - Man_150x150.jpg
Thong Weiquan
Associate Editor, Iron Ore, S&P Global Commodity Insights
Tom Stonier Photo.jpg
Tom Stonier
Senior Commercial Director, Oceania, S&P Global Commodity Insights
Varaleka 200x200.png
Varaleka Pant
Analyst, Carbon Analytics, S&P Global Commodity Insights