PHILIPPINES COMMODITY MARKET INSIGHTS
Forum

March 4, 2020,
8.30am - 4.30pm

Ascott Bonifacio Global City,
Manila,
Philippines

Complimentary

In light of the evolving global COVID-19 situation, This forum has been postponed until further notice.

We still want to speak with you! With the current COVID-19 situation, Asia’s markets are undergoing great flux. Platts can help. Book a phone appointment with us to find out more about how you can minimize exposure and maximize investment returns this year. Click here and let us know which date/time suits you best.

The Philippines Commodity Market Insights Forum will return to Manila on 4 March 2020 to bring you key market updates from crude to coal!

This must-not-miss forum will examine the evolution of crude oil markets, ethanol demand growth, regional transportation fuel development, LNG oversupply forecast, steel trade trends, and the dominance of coal.

This is also an opportunity for you to share your views, ask our market specialists questions about issues that affect your business, and connect with industry peers.

Speakers

Calvin Lee

Editorial Director, Asia and Middle East Oil Markets
S&P Global Platts

Frank Zeng

Editorial Lead, Asia Oil Markets Engagement
S&P Global Platts

Elizabeth Thang

Managing Editor, Biofuels and Feedstock
S&P Global Platts

Abache Abreu

Head, Asia Gas and LNG News S&P Global Platts
S&P Global Platts

Keith Tan

Senior Managing Editor, Steel and Scrap
S&P Global Platts

Fred Wang

Editor, Asia Thermal Coal
S&P Global Platts

Agenda

8.30am	Registration & Morning Coffee/Tea
9am	Overview of Philippines’ Energy Landscape: Current State & Future Plans
	Oil & Ethanol
9.30am	Asian Crude Oil Markets Evolve on IMO 2020 Impact of OPEC cuts and IMO 2020 on markets Changes in buying patterns of crude in Asia Price trends and arbitrage flows Calvin Lee, Editorial Director, Asia and Middle East Oil Markets
10am	Development in Regional Transportation Fuel in 2020 Lengthening product surplus on mega-refinery start-ups, laggard demand growth Asia’s transition to cleaner transportation fuels, impact on gasoline/gasoil Uncertainty in Asian fuel oil market post IMO 2020 Frank Zeng, Editorial Lead, Asia Oil Markets Engagement
10.30am	Networking Coffee Break
10.45am	Ethanol Demand Growth in the Southeast Asian Markets and the Challenges Ahead Asia Gasoline fuel demand – China leads the pack Regional ethanol plant capacity and feedstock challenges Analysis of growth markets in China, Vietnam and Thailand Elizabeth Thang, Managing Editor, Biofuels and Feedstock
11.15am	Panel Discussion
12am	Lunch
	Power & Metals
12.45pm	Fireside Chat
1.45pm	Emerging Asian LNG Buyers take Center Stage as Global Structural Oversupply Forecast into Mid-2020s Slowing economies and greater fuel oil availability present gas demand growth challenges in emerging Asia. With another 100 million mt/year of LNG FIDs expected in 2020, What do these challenges mean for global LNG fundamentals in the 2020s? How can the LNG industry build a more sustainable supply and demand growth path? Abache Abreu, Head, Asia Gas and LNG News
2.15pm	Networking Coffee Break
2.30pm	Steel Trade Turned on its Head: A Review of Markets in China, India and Southeast Asia China’s new-found appetite for steel imports India’s reluctance as steel exporter EAF dynamics in SE Asia amid retreat in iron ore prices Keith Tan, Senior Managing Editor, Steel and Scrap
3pm	ASEAN Energy Mix – Coal is Still the King Asian coal demand significant despite renewable push Platts initiatives to reflect surging demand in SE Asia Indonesia continues to feed soaring coal imports in ASEAN Emergence of Russia and Colombia supply across ASEAN Fred Wang, Editor, Asia Thermal Coal
3.30pm	Forum Ends

Agenda subject to change

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