Platts Analytics Client Seminar

This is an exclusive event for Platts Analytics customers only.

Join S&P Global Commodity Insights for our annual Platts Analytics Client Seminar taking place live in New York City.

During this 1.5 day seminar, our leading analysts will provide key market updates, future impacts, updated outlooks and more. Three dedicated streams give you the flexibility to choose breakouts that cover key topics of interest to you and your business. Additionally, there will be plenty of networking opportunities where you can make new contacts and connect with your industry peers.

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Registrant represents and warrants that: (i) neither Registrant nor Registrant’s employer, nor any of the employees, directors or corporate officers of either Registrant’s employer or such employer’s affiliates, is the subject of any sanctions administered by any applicable sanctions authority which would preclude Registrant from attending the event; and (ii) Registrant is not an agency or instrumentality of, or an entity owned or controlled by, the government of a jurisdiction that is the subject of territorial Sanctions, or located, organized, or resident in a country that is the subject of territorial Sanctions. Registrant acknowledges and agrees that Commodity Insights has the right to immediately terminate all applicable services or remove Registrant from any event, if Commodity Insights determines, in its sole discretion, that Commodity Insights is required to do so in order to comply with applicable law, or Registrant has breached any of the representations or warranties in this paragraph.

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Speakers:

Roman Kramarchuk

Head of Future Energy Analytics

S&P Global Commodity Insights

Jennifer Van Dinter

Head of Integrated Analytics

S&P Global Commodity Insights

Agenda

Day 1 – October 11
Day 2 – October 12

8 AM	Registration and Networking Breakfast
9 AM	Welcome
9:15 AM	Plenary and Leadership Exchange: A discussion of the near- and medium-term factors impacting the integrated outlook Rick Joswick, Kang Wu, Shin Kim, Patricia Luis-Manso, Roman Kramarchuk, Jennifer Van Dinter, Ross Wyeno
10:45 AM	Networking Break
11 AM	Breakout Session 1 – pick one of the following Macro and oil demand outlook Macro environment Global oil demand prospects Role of Asia in the energy and oil demand picture Medium-term considerations with regard to oil and energy demand Kang Wu, Alan Struth, Naing Oo, Mark Mozur War in Europe: Medium-term scenarios for Russia and global commodity flows Conflict and sanctions scenarios Future of European gas, power, oil and agriculture flows Paul Sheldon, Pete Meyer, Bruno Brunetti, Adrian Dorsch North American policy landscape: landmark legislation, decarbonization, industrial policy, energy security Strong and conflicting signals from Executive, Judicial and Legislative branchers of Government Impacts on key sectors, technologies; end use and upstream Interactions with state, regional, global markets Roman Kramarchuk, Matt Williams, Matt Andre
12 PM	Lunch
1:20 PM	Breakout Session 2 – pick one of the following Global oil supply and geopolitics: What is the state of global oil supply as Russian oil faces sanctions? What is the future of Russia oil supply? What is the future of OPEC+? What can we expect out of non-OPEC? Shin Kim, Paul Sheldon, Sami Yahya Feedstock challenges facing the renewable fuel revolution Current projections for feedstock demand and what comes next after 2025 Advanced feedstocks; what are they and how much will be available? Outlook for conventional and non-conventional crops as feedstock Pete Meyer, Patricia Luis-Manso, Nabil Kapasi Where can clean hydrogen and ammonia expect to play globally, in North America? Long-term Hydrogen cost projections Value proposition of Hydrogen by sector How the Inflation Reduction Act will impact hydrogen deployment in the US Brian Murphy, Mark Mozur, Dan Klein, Morris Greenberg
2:20 PM	Move to next breakout session
2:30 PM	Breakout Session 3 – pick one of the following A look at US production growth in the high oil price environment Activity of private vs public operators Role of inflation and supply chain issues Are new regulations affecting production growth? Rene Santos, Taylor Cavey, Matt Andre, Kyle Gatton From storm surge: Global gas and LNG market outlook Persistent risks to Russian supply amid record heat have created an increasingly volatile European gas market Regasification capacity constraints creating massive LNG-to-gas price dislocations, encouraging European demand destruction Mid-term LNG supply response will eventually balance lost Russian gas, but near-term risks remain preeminent Jack Winters, Ross Wyeno, James Huckstepp Pathways to power sector decarbonization: US and European perspectives Changing profile of demand given greater electrification Addressing intermittency: storage, hydrogen, flexible demand Baseload and dispatchable clean energy, nuclear, CCUS Similarities/Differences in Regional Pathways Morris Greenberg, Bruno Brunetti, Wendy Schallom
3:30 PM	Networking Break
3:50 PM	Breakout Session 4 – pick one of the following Refining and oil products: Dramatic price moves driven by shifting fundamentals Refinery capacity declined then demand recovered. What comes next for refinery utilization and margins? IMO 2020 – has it been hiding in plain sight and will it again drive product spreads and margins? Gasoline and middle distillates juggle yield and price strength while naphtha struggles. Which products will come out on top? Rick Joswick, Joe Pezzino, Rasool Barouni Short-term outlook for North American gas and power amidst strong volatility and decade high prices Henry Hub price outlook for the upcoming winter and associated risks Impacts of LNG export capacity buildout and the shifts in regional fundamentals Overview of the challenges of a transitioning power sector – with changing role of coal and ongoing uptake of renewables Jack Winters, Ross Wyeno, Wendy Schallom, Morris Greenberg Pathways for hard to decarbonize transport: aviation, marine, commercial trucking Recovering demand trends – despite strong fuel prices Policy initiatives evolving: ICAO/CORSIA, IMO, corporate goals Can speedbumps to alternative fuel uptake (limited feedstock, high costs, immature technologies, fleet turnover) be overcome? Mark Mozur, Corey Lavinsky, Andy Scorer
5 PM	Networking Reception
7:30 PM	End of Event

Agenda subject to change

8 AM	Registration and Networking Breakfast
8:30 AM	Breakout Session 5 – pick one of the following The shifting landscape for global oil and product trade flows Impact of the war in Ukraine in global oil and product trade flows North American oil production is ramping up, where will it go? Freight markets outlook as IMO 2020 “symptoms” have resurfaced Lenny Rodriguez, Lisa Orme, Tony Starkey, Andy Scorer Biofuels center stage role in transport decarbonization at risk? Outlook for biofuels demand and EV competition US biofuels – is it the end of the RFS world? What this means for biofuels demand? Brazil Renovabio lost in translation and other South America developments Corey Lavinsky, Patricia Luis-Manso, Beatriz Pupo Carbon intensity of upstream operations: Today and the future Are companies spending enough to meet ESG targets and risks from asset sales to smaller operators Role of regulations and carbon credits Importance of reducing upstream emissions for wider decarbonization goals Rene Santos, Manny Corral, Mark Mozur
9:30 AM	Networking Break
9:50 AM	Breakout Session 6 – pick one of the following NGLs and petrochemical growth story, can the streak continue? A return to NGL supply-driven pricing Shifting global LPG balances due to trade flow disruptions Are we really heading into a trough in the petrochemical cycle? Jennifer Van Dinter, Dozie Nzeogu, Yi-Jeng Huang Long-term gas outlook: Can North America continue to satisfy both domestic and global demand? How fast and how much: North American LNG export outlook North American gas demand by sector North American gas supply outlook Dan Klein, James Crompton, Taylor Cavey, Ross Wyeno Environmental commodity / carbon markets – Will momentum continue? California WCI carbon diverging fundamentals LCFS awaiting policy direction in California & Canada RGGI Wildcards include politics, wind, and NOx REC trends amidst emerging legislative drivers Jamie Dorner, Matt Williams, Morris Greenberg, Roman Kramarchuk
10:50 AM	Move to next breakout session
11:00 AM	Security and decarbonization policy and priorities: Key challenges for integrated long-term outlook Bruno Brunetti, Dan Klein, Rick Joswick, Shin Kim, Jennifer Van Dinter, Roman Kramarchuk, Patricia Luis-Manso
11:45 AM	End of event

Agenda subject to change

October 11 – October 12

New York Hilton Midtown

This is an exclusive event for Platts Analytics customers only.

EVENT STARTS IN

Speakers:

Agenda