MUMBAI COMMODITY MARKET INSIGHTS Forum

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June 13 - 14, 2019
9 am – 4 pm IST

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Trident Mumbai BKC


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Complimentary

S&P Global Platts

Navigating through shifting commodity landscapes

As the world prepares for IMO 2020, grapples with economic uncertainty, unsettling trade wars, and rising geo-political tensions, you’re probably thinking how these developments will play out and affect India’s commodities markets.

Which is why at our Mumbai Commodity Market Insights Forum, you'll be hearing our market specialists break down key issues and finally get clarity to understand how these events will impact your business.

Pre-registration requirement

Due to capacity constraints, only pre-registered delegates will be allowed to attend the forum. Please note that limited spaces are available and registration will close on Wednesday, June 7, 2019 at 6pm IST.

If you have any specific questions about the forum, please contact Michelle Weers in advance of the event


Agenda

Main Plenary Sessions

9 am

Registration

9:30 am

Welcome Address

Praveen Kumar, Director, Client Relationships, Asia, S&P Global Platts

9:45 am

Keynote

Dipti Saletore, Senior Economist, CRISIL

10:05 am

Emerging trends in energy market

  • Energy markets in global context

  • Global oil market and prices – over supplied or tighter market?

  • IMO 2020 – is the industry ready?

  • Asia as the driver of global oil demand growth and refining expansions – what’s next?

Dr. Kang Wu, Head of Analytics, Asia, S&P Global Platts

11:05 am

Networking coffee break

11:20 am

Asian crude oil market amid global geopolitical tensions

  • Regional supply and demand changes

  • Price trends and arbitrage flows

  • Impact of sanctions and trade tensions

Calvin Lee, Editorial Director, Asia & Middle East, S&P Global Platts

11:50 am

Oil product balance, trade flow changes, and MARPOL

  • New refining capacities and regional balance

  • Changes in product trade flow

  • Compliant marine fuels and MARPOL impact on products

Dexter Wang, , Asia Lead, Oil Market Development, S&P Global Platts

12:20 pm

Global trends in tanker trade & IMO concerns

Pradeep Rajan, Senior Managing Editor, S&P Global Platts

12:50 pm

Lunch

Afternoon commodity tracks
Please select one track to attend

1:50 pm

Game changers in petrochemicals: crude & recycling

  • Upcoming ‘Petrochemical Refineries’ & increased use of light crudes

  • State of the current investment cycle

  • Recycling is the future – long-term impact on petrochemical demand

Eshwar Yennigalla, Senior Analyst, Petrochemicals, S&P Global Platts

2:10 pm

Shifting Asian aromatics paradigm: What’s next for India? Opportunities and challenges in the face of increased protectionism and integration

Frank Zeng, Editor, Petrochemicals, S&P Global Platts

2:30 pm

Changing the world: China's mega polyester and polymers expansion and impacts on regional trade flows

Miranda Zhang, Editor, Petrochemicals, S&P Global Platts

2:50 pm

Petrochemicals Q&A and round up

Moderator: Vanesa Ronsisvalle, Associate Editorial Director Petrochemicals Asia, S&P Global Platts

Speakers:
Eshwar Yennigalla, Senior Analyst, Petrochemicals, S&P Global Platts
Frank Zeng, Editor, Petrochemicals, S&P Global Platts
Miranda Zhang, Editor, Petrochemicals, S&P Global Platts

3:20 pm

Networking coffee conversations

1:50 pm

The burgeoning liquidity, flexibility in the Asian LNG markets

  • The rapidly evolving pricing and non-pricing flexibilities in the global LNG market

  • Key trends in the Asia LNG spot and short-term markets

  • Fundamentals of the fast-growing LNG derivatives

Kenneth Foo, Senior Managing Editor, Asia LNG, S&P Global Platts

2:10 pm

Quiet riot: The LNG spot trading, pricing, hedging revolution

  • Evolving trends in the India, Middle-East LNG spot markets

  • Burgeoning growth of JKM derivatives, physical bencmark adoption

  • LNG Market-on-Close (MOC) development

Srijan Kanoj, Associate Editor, LNG, S&P Global Platts

2:30 pm

India’s opportunity amid China uncertainty

  • China’s stop-start imports market

  • Japan and Korea’s efforts to boost their buying power

  • Suppliers’ response to spot market volatility

  • India’s wait and watch strategy

  • Is renewables displacing coal in Asia?

Deepak Kannan Managing Editor, Thermal Coal, Asia S&P Global Platts

2:50 pm

Panel Discussion: Satisfying India’s fast-growing power demand

  • How can LNG/gas compete effectively with coal in India’s energy mix

  • How can India manage its environmental objectives while sustaining power demand growth

  • Latest coal and LNG/gas pricing options for Indian players

Moderator: Kenneth Foo, Senior Managing Editor, Asia LNG, S&P Global Platts

Speaker:
Dr. Kang Wu, Head of Analytics, Asia, S&P Global Platts
Srijan Kanoi, Associate Editor, LNG, S&P Global Platts
Deepak Kannan, Managing Editor, Thermal Coal, Asia S&P Global Platts

3:20 pm

Networking coffee conversations

9:00 am

Registration

9:30 am

Welcome address

9:45 am

Metals and mining overview

  • Most commodity prices are robust, are they sustainable? Where are commodities companies in terms of credit cycle?

  • How is steel demand in 2019 and its impact on margin?

  • Will coal prices continue with softening trend? Can coal miners withstand the impact?

Vishal Kulkarni, Associate Director, Corpoarte Ratings, S&P Global Ratings

10:15 am

Insight on the recent volatility in Japan aluminum premiums? What more to expect?

Joyce Zhang, Associate Editor, Metals Asia, S&P Global Platts

10:45 am

Chinese Steel Exports Amid the Rise of Southeast Asia Capacity

Keith Tan, Senior Managing Editor, Steel & Scrap, S&P Global Platts

11:15 am

Coffee Break

11:30 am

Metals Outlook

  • Global demand and supply outlook

  • Pricing outlook

  • Indian market demand outlook

Rahul Prithiani, Director, CRISIL

12 pm

Iron Ore Market Update

Niki Wang, Team Leader, Iron Ore, S&P Global Platts

12:30 pm

Metallurgical Coal Market Outlook

Jeffery Lu, Managing Editor, Metallurgical Coal, S&P Global Platts

1:00 pm

Dry Bulk Freight Markets: Testing Times Amidst Uncertain Global Economy

1:30 pm

Networking lunch

2:30 pm

End

Oil Price Assessment Methodology Training

This session is held during the Energy Day on June 13 and will commence at 1.30pm in a separate meeting room.


Note: Agenda subject to change

TIME UNTIL EVENT

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