S&P Global Platts

Mumbai Commodity Market Insights Forum

Join us at the S&P Global Commodity Insights Mumbai 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 14, 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
  • Container pricing – how the market has developed over the course of the pandemic
  • 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

 

09:00 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 address
Calvin Lee,
Head of Asia 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

10:50 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, Hydrogen & Ammonia Content, Pricing Specialist, S&P Global Commodity Insights

11:10 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

Vandana Sebastian, Editor Asia - Carbon, S&P Global Commodity Insights

11:30 AM

Morning Break

11:45 PM

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

12:25 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 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

12:45 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

1:30 PM

Lunch

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, LNG Analyst, S&P Global Commodity Insights

3:30 PM

Afternoon break

3:45 PM

Shipping

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

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

4:15 PM

Agriculture

Pricing vegetable oil markets amid volatility, war and trade barriers
• How policy and supply bottlenecks are reshaping vegetable oil supply chains
• Evolving food vs fuel debate amid global inflationary pressures

Aditya Kondalamahanty, Editor, Agriculture News, S&P Global Commodity Insights

4:45 PM

Closing remarks 
Calvin Lee,
Head of Asia Content, S&P Global Commodity Insights

Note: Agenda subject to change

10:00 AM

Opening remarks
Calvin Lee,
Head of Asia Content, S&P Global Commodity Insights

10:05 AM

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 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

11:05 AM

Morning break

11:20 AM

Petrochemicals

Petrochemicals Analytics

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

11.45 PM

Shipping

Container pricing – Finding the missing pieces of the box rate rally puzzle
• Trends and Developments
• Where did all the containers disappear and when will they be back and how are shippers and carriers adjusting to the new normal
• When will the container market start to cool off and what happens if and when the demand for goods normalizes
• Platts Container Rates and PBCs

Stuti Chawla, Managing Editor India, S&P Global Commodity Insights
Ayush Verma, Associate Editor, Container Shipping, S&P Global Commodity Insights

12:30 PM

Closing remarks and lunch
Calvin Lee,
Head of Asia Content, S&P Global Commodity Insights

Note: Agenda subject to change

 

10:00 AM

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

10:05 AM

Coal

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

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

10:35 AM

Shipping

Dry Bulk: Global trade flow dislocation boosting freight demand
 
Shriram Sivaramakrishnan, Managing Editor, Asia Pacific Dry Bulk Freight, S&P Global Commodity Insights
 

11:05 AM

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
 

11:30 AM

 Morning break

11:45 AM

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
 

12:15 PM

Metals

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

12:45 PM 

Closing remarks and lunch

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

Note: Agenda subject to change

 
LNG Price Assessment Methodology Training
This session is held on June 20 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
Aditya Kondalamahanty
Editor, Agriculture News, S&P Global Commodity Insights
Ashima Tyagi (resized).jpg
Ashima Tyagi
Senior Editor, Steel, S&P Global Commodity Insights
Headshot Silhouette - Man_150x150.jpg
Ayush Agarwal
LNG Analyst, S&P Global Commodity Insights
(CF)Ayush Verma.jpg
Ayush Verma
Associate Editor, Container Shipping, S&P Global Commodity Insights
Calvin Lee (Resized).jpg
Calvin Lee
Head of Asia Content, 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
Headshot Silhouette - Man_150x150.jpg
Gauri Jauhar
Executive Director, Energy Transitions and Clean Tech Consulting, S&P Global Commodity Insights
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 Insight
Headshot Silhouette - Man_150x150.jpg
Jonathan Nonis
Associate Editorial Director, S&P Global Commodity Insights
Kamna Kapoor
Associate Editor Petrochemicals, S&P Global Commodity Insights
Kenneth Foo.jpg
Kenneth Foo
Managing Editor, S&P Global Commodity Insights
Headshot Silhouette - Man_150x150.jpg
Pradeep Rajan
Senior Managing Editor, Asia Pacific Shipping & Freight, Thermal Coal, S&P Global Commodity Insights
Pulkit Agarwal
Head of India Content, S&P Global Commodity Insights
(CF)Regina Sher (resized).png
Rajeev Lala
Associate Director, Upstream Companies and Transactions, S&P Global Commodity Insights
Shreyans Baid
Asia Oil Analytics, S&P Global Commodity Insights
(CF)Stephanie Liew_resized.jpg
Shriram Sivaramakrishnan
Managing Editor, Asia Pacific Dry Bulk Freight, S&P Global Commodity Insights
Stuti Chawla (resized) 1.jpg
Stephanie Liew
Commodity Sales Specialist, S&P Global Commodity Insights
Vandana Sebastian (resized).jpg
Stuti Chawla
Managing Editor India, S&P Global Commodity Insights
Headshot Silhouette - Man_150x150.jpg
Vandana Sebastian
Analyst, Pricing, S&P Global Commodity Insights
Vipul Garg
Hydrogen & Ammonia Content, Pricing Specialist, S&P Global Commodity Insights
Stuti Chawla (resized) 1.jpg
Yiming Zeng
Senior Editor, Iron Ore, S&P Global Commodity Insights