S&P Global Platts

Delhi Commodity Market Insights Forum

Join us at the S&P Global Commodity Insights Delhi Commodity Market Insights Forum to stay informed and connect with your industry peers. 

Get vital updates on energy transition, oil, LNG, shipping, petrochemicals, and metals markets. Hear from leading S&P Global Commodity Insights editors and analysts at the forum. Share your views, ask questions and make new connections while interacting with key decision-makers.

Pre-registration is compulsory and limited spaces are available.
Registrations will close on Tuesday, June 21, at 5 pm IST.


Key topics that will be covered at the event: 

  • Energy transition trends in Asia
  • Global and Asia Oil Market Outlook
  • LNG market development and effects of Russia-Ukraine conflict
  • Olefins general, recycled plastics, Asia methanol
  • Asian steel: Paving the way for global steel markets
View the agenda now below to find out more: 

FREE FORUM STARTS IN

 

Agenda


9:00 AM

Registration and Networking 

10:00 AM

Welcome address

Gauthier Mulder, Senior Commercial Director, South Asia, S&P Global Commodity Insights

10:05 AM

Opening remarks

Pulkit Agarwal, Head of India Content, S&P Global Commodity Insights

10:10 AM

Keynote address

10:20 AM

Energy Transition

Mega Trends in the Energy Transition
• How meeting climate and ESG requirements have been articulated through net-zero ambitions for companies and countries
• Role of different clean energy technologies in the Energy Transition
• Policy and financial mechanisms for faster adoption of clean technologies
• Asia’s role in the energy transition and net-zero future

Gauri Jauhar, Executive Director, Energy Transitions and Clean Tech Consulting, S&P Global Commodity Insights

10:45 AM

Energy Transition

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

Vipul Garg, Senior Pricing Specialist, Hydrogen and Ammonia, S&P Global Commodity Insights

11:05 AM

Energy Transition

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

Kanchan Yadav, Senior Specialist, Pricing, S&P Global Commodity Insights

11:25 AM

Morning Break

11:35 AM

Oil

Asia & Middle East oil markets updates
• Opportunities and challenges for Asia’s crude oil markets
• Development in Motor Transportation Fuel in 2022

Frank Zeng, Global Lead Crude Oil, Strategic Engagement and Intelligence, S&P Global Commodity Insights
Jonathan Nonis, Associate Editorial Director, S&P Global Commodity Insights

12:15 PM

Oil

• The Global Upstream Landscape
• The return of ‘energy security as a national priority; what implications for ‘energy transition’?
• How are IOCs and NOCs responding to the emerging political and economic landscape?
• Growing role of NOCs in Upstream – how the competitive landscape is changing?

Rajeev Lala, Associate Director, Upstream Companies and Transactions, S&P Global Commodity Insights

 
12:35 PM

Oil

Global and Asia Oil Market Outlook
• 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 South Asia with a special focus on India

Shreyans Baid, South Asia Oil Analyst, S&P Global Commodity Insights
Abhishek Nambiar, Commodities Analytics Specialist, S&P Global Commodity Insights

 
1:05 PM

Shipping

Tanker market going through a roller coaster ride
• Global trade dislocation benefitting freight market
• New emission regulations may disrupt the freight market

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

1:30 PM Lunch break 

 

Agenda subject to change

2:30 PM

LNG

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, S&P Global Commodity Insights

3:00 PM

LNG

LNG Market Outlook – Asia’s Changing Role Amid High Spot Prices
• Outlook for demand as Europe Requires more LNG
• When might spot prices fall? What is driving the volatility?
• When will the new supply come online? What supply is at risk?

Ayush Agarwal, Energy Analyst LNG, S&P Global Commodity Insights

3:30 PM

Afternoon break

3:45 PM

Petrochemicals

Geo-political uncertainties drive volatility in petrochemicals
• Asian aromatics in the face of China's capacity expansion, pandemic lockdowns
• Changing trade flows in methanol following the Russia-Ukraine war
• Recycled polyolefins divergence from virgin supplies

Gustav Holmvik, Petrochemicals Analyst, S&P Global Commodity Insights
Stuti Chawla, Managing Editor India, S&P Global Commodity Insights
Kamna Kapoor, Associate Editor Petrochemicals, S&P Global Commodity Insights

4:45 PM 

Petrochemicals

Petchem Analytics

Eshwar Yennigalla, Senior Analyst Petrochemicals, S&P Global Commodity Insights
Stephnie Liew, Commodity Sales Specialist, S&P Global Commodity Insights

5:15 PM

End of forum

Agenda subject to change

2:30 PM

Shipping

• Dry Bulk facing challenges and opportunities
• Dry Bulk sailing through Energy Transition and Decarbonization

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

2:30 PM

Metals

Iron ore and coking coal market update
• Latest market trends of seaborne iron ore and met coal, – key drivers & flags
• Spot trades overview - observed trade flow shift & market liquidity
• Pellet market overview
• Iron ore supply chain decarbonization – key developments to look out for
• What is next in iron ore’s journey of evolution?

Yiming Zeng, Senior Editor, Iron Ore, S&P Global Commodity Insights

3:30 PM

Afternoon break 

3:45 PM

Metals

Asian steel: Paving the way for global steel markets
• Impact of China’s decarbonization goals on market movement
• The India factor: Emergence as an exporter of choice
• Demand outlook amid supply shocks emanating from COVID-19, Russia-Ukraine War

Ashima Tyagi, Senior Editor, Steel, S&P Global Commodity Insights

4:15 PM

Metals

Steel Outlook

Jarek Mlodziejewski, Metals & Mining Insights Specialist, S&P Global Commodity Insights

4:45 PM

Coal

Indian impact on seaborne coal prices
• Impact of domestic production on Indian imports
• Changing trade flows amid price volatility
• Suppliers' response to India's demand

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

5:15 PM

End of forum 

Agenda subject to change

Oil Price Assessment Methodology Training
This session is held on June 24 and will commence at 3.45 pm in a separate meeting room. Please include this in your registration if you will like to attend.

Speakers

Abhishek Nambiar_resized.png
Abhishek Nambiar
Commodities Analytics Specialist, S&P Global Commodity Insights
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Ashima Tyagi
Senior Editor, Steel, S&P Global Commodity Insights
Ayush Agarwal
Energy Analyst LNG, S&P Global Commodity Insights
Deepak Kannan (resized).jpg
Deepak Kannan
Head of Global Coal Pricing, S&P Global Commodity Insights
Eshwar Yennigalla (resized).jpg
Eshwar Yennigalla
Senior Analyst Petrochemicals, S&P Global Commodity Insights
(CF)Frank Zeng-resized.jpg
Frank Zeng
Global Lead Crude Oil, Strategic Engagement and Intelligence, S&P Global Commodity Insights
Gauri bio photo.jpg
Gauri Jauhar
Executive Director, Energy Transitions and Clean Tech Consulting, S&P Global Commodity Insights
Gauthier Mulder (resized) 3.jpg
Gauthier Mulder
Senior Commercial Director, South Asia, S&P Global Commodity Insights
Headshot Silhouette - Man_150x150.jpg
Gustav Holmvik
Petrochemicals Analyst, S&P Global Commodity Insights
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Jarek Mlodziejewski
Metals & Mining Insights Specialist, S&P Global Commodity Insights
Jonathan Nonis.JPG
Jonathan Nonis
Associate Editorial Director, South Asia, S&P Global Commodity Insights
Kamna Kapoor
Associate Editor Petrochemicals, South Asia, S&P Global Commodity Insights
Headshot Silhouette - Man_150x150.jpg
Kanchan Yadav
Senior Specialist, Pricing, S&P Global Commodity Insight
Kenneth Foo.jpg
Kenneth Foo
Managing Editor, S&P Global Commodity Insight
Pradeep Rajan (resized).jpg
Pradeep Rajan
Senior Managing Editor, Asia Pacific Shipping & Freight, S&P Global Commodity Insights
Pulkit Agarwal
Head of India Content, Asia Pacific Shipping & Freight, Thermal Coal, S&P Global Commodity Insights
Headshot Silhouette - Man_150x150.jpg
Rajeev Lala
Associate Director, Upstream Companies and Transactions, Thermal Coal, S&P Global Commodity Insights
Shreyans Baid
South Asia Oil Analyst, S&P Global Commodity Insights
Shriram Sivaramakrishnan (resized).jpg
Shriram Sivaramakrishnan
Managing Editor, Asia Pacific Dry Bulk Freight, Thermal Coal, S&P Global Commodity Insights
(CF)Stephanie Liew_resized.jpg
Stephanie Liew
Commodity Sales Specialist, Thermal Coal, S&P Global Commodity Insights
Stuti Chawla (resized) 1.jpg
Stuti Chawla
Managing Editor India, S&P Global Commodity Insight
Vipul Garg
Senior Pricing Specialist, Hydrogen and Ammonia, S&P Global Commodity Insights
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Yiming Zeng
Senior Editor, Iron Ore, S&P Global Commodity Insights