S&P Global Platts Mumbai Commodity Market Insights Forum

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 are now officially closed.

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:

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Agenda

Day 1 – June 20 2022
Day 2 – June 21 2022

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 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
12:25 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

Petrochemicals and Shipping
Coal, Shipping and Metals

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? Keith Tan, Associate Pricing Director, Metals - APAC, S&P Global Commodity Insights
11:30 AM	Morning break
11:45 AM	Metals Asian steel: Paving the way for global steel markets • Demand outlook amid supply shocks emanating from COVID-19, Russia-Ukraine War • The India factor: Fate of exports post strong tariffs • Impact of China’s long term decarbonization goals on markets 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

Commodities Analytics Specialist, S&P Global Commodity Insights

Aditya Kondalamahanty

Editor, Agriculture News, S&P Global Commodity Insights

Ashima Tyagi

Senior Editor, Steel, S&P Global Commodity Insights

Ayush Agarwal

LNG Analyst, S&P Global Commodity Insights

Ayush Verma

Associate Editor, Container Shipping, S&P Global Commodity Insights

Calvin Lee

Head of Asia Content, S&P Global Commodity Insights

Deepak Kannan

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

Eshwar Yennigalla

Senior Analyst Petrochemicals, S&P Global Commodity Insights

Frank Zeng

Global Lead Crude Oil, Strategic Engagement and Intelligence, S&P Global Commodity Insights

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

Gustav Holmvik

Petrochemicals Analyst, S&P Global Commodity Insights

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Jarek Mlodziejewski

Metals & Mining Insights Specialist, S&P Global Commodity Insight

Jonathan Nonis

Associate Editorial Director, S&P Global Commodity Insights

Kamna Kapoor

Associate Editor Petrochemicals, S&P Global Commodity Insights

Kenneth Foo

Managing Editor, S&P Global Commodity Insights

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

Rajeev Lala

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

Shreyans Baid

Asia Oil Analytics, S&P Global Commodity Insights

Shriram Sivaramakrishnan

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

Stephanie Liew

Commodity Sales Specialist, S&P Global Commodity Insights

Stuti Chawla

Managing Editor India, S&P Global Commodity Insights

Vandana Sebastian

Analyst, Pricing, S&P Global Commodity Insights

Vipul Garg

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