S&P Global Platts Sydney Commodity Market Insights Forum

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.

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Agenda

Morning
Afternoon (Asia Ferrous Materials and Battery Metals )
Afternoon (Oil and Dry Bulk)

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, S&P Global Market Intelligence
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 Sachan, 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 Ong, Vice President, Asia Pacific Commercial & Global Head of New Business, 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 Ong, Vice President, Asia Pacific Commercial & Global Head of New Business, S&P Global Commodity Insights Tom Stonier, Senior Commercial Director, Oceania, S&P Global Commodity Insights