Seoul Commodity Market Insights Forum

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May 22, 2019
9 am – 5:30 pm

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The Westin Chosun Seoul,
106 Sogong-ro, Jung-gu,
Seoul, 04533 South Korea


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Complimentary

S&P Global Platts

S&P Global Platts Seoul Commodity Market Insights Forum is a great way to stay informed and connect with your industry peers.

  • Get vital updates on the energy and metals markets

  • Hear from leading S&P Global Platts editors and analysts

  • Share your views and ask questions

  • Make new connections - interact face-to-face with key decision makers

Don’t miss out on your opportunity to engage and interact with our industry specialists as they share insights on key topics affecting the energy and metals markets. Network with industry peers and our editors who will be on hand to discuss the important stories they see unfolding in the year ahead.

We have specifically designed this forum to give you the flexibility to attend the sessions of your interest during the day.

Pre-registration requirement due to capacity constraints

Only pre-registered delegates will be allowed to attend the form. Please note that we may not be able to accommodate walk-ins or substitution at registration. Limited spaces are available and registration will close on Friday, May 17, 4pm KST

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Speakers

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Agenda

Time

Topic

8:30 am

Registration

9 am

Welcome speech

9:20 am

Credit Highlights on Oil Refining and Petrochemical Companies in Korea

  • Outlook summary for the oil refining & petrochemical sectors
  • Key themes to focus over the next 24 months (IMO2020, capacity expansion plans, EV batteries, etc)
  • Financial metrics trends and outlook for Korean oil refining & petrochemical companies
  • Rundown of Korean oil refining && petrochemical companies’ credits under coverage

Sehyun Shawn Park, Associate Director, Korea Corporate Ratings, S&P Global Ratings

10 am

Global Oil Market Outlook

    • Global Oil Demand: What's the level of growth?
    • Global Oil Supply in a Fizzy World – What to do with all these light barrels?
    • Oil Prices – Where are they heading?
    • IMO 2020 and Global Refining – Is the industry ready?
    • Asia as the Driver of Global Demand and Refining: What’s next?

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

10:45 am

Coffee Break

11 am

Asian crude oil market amid global geopolitical tensions

    • Regional supply and demand changes
    • Price trends and arbitrage flows
    • Changes in crude slate and yields

Gurdeep Singh, Associate Editorial Director - Oil, S&P Global Platts

11:40 am

Oil product balance, trade flow changes, and compliant marine fuels

    • New refining capacities and regional balance
    • Changes in product trade flows
    • Compliant marine fuels – supply, demand, and pricing

Su Yeen Cheong, Managing Editor - Oil, S&P Global Platts

12:30 pm

Lunch

1:30 pm

Registration

2 pm

Welcome speech

Vanessa Ronsisvalle, Associate Director, Asia Petrochemicals, S&P Global Platts

2:15 pm

Aromatics: Benzene FOB Korea in the face of growing Asian supply

Paraxyelene – disengagement of traditional pricing indicators in the polyester value chain

Tess Tseng, Associate Editor, Asia Petrochemicals, S&P Global Platts

3 pm

Olefins: Development in the global butadiene market & downstream markets

Elizabeth Low, Editor, Asia Petrochemicals, S&P Global Platts

3:45 pm

Coffee Break

4 pm

Fireside chat: China's mega refineries and the impact on the South Korean petrochemical landscape (aromatics and olefins focus)

Moderator: Vanessa Ronsisvalle

Panelist: Tess Tseng, Elizabeth Low

4:45 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, Asia Analytics, S&P Global Platts

5:30 pm

Networking Drinks in celebration of S&P Global Platts office opening

1:30 pm

Registration

2 pm

Welcome speech

2:15 pm

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

  • Evolving trends in the LNG spot market
  • Burgeoning growth of JKM derivatives, physical benchmark adoption
  • LNG Market-On-Close (MOC) development

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

3 pm

Making sense of an increasingly complicated LNG market

  • How to think about spot LNG prices versus contract LNG prices. What trends are we seeing with how prices are evolving?
  • What is the outlook for LNG supply and where can we expect new FIDs to come from? How much LNG supply is expected over the next decade and what will be the impact to LNG prices?
  • How will global markets become increasingly connected? What is the outlook for the US natural gas markets? How will natural gas hubs in Europe correlate with JKM?
  • There was an increase in volatility in daily charter rates for LNG vessels in 2018. Is this a trend we can expect to continue or was it just a function of weather?

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

3:45 pm

Coffee Break

4 pm

Navigating uncertainty in Northeast Asia and China thermal coal markets

  • China’s stop-start imports market
  • Japan and Korea’s efforts to boost their buying power
  • Australian and Indonesian response to spot market volatility
  • India’s wait and watch strategy

Hui Min Lee, Editor, Asia Thermal Coal, S&P Global Platts

4:45 pm

Networking Drinks in celebration of S&P Global Platts office opening

1:30 pm

Registration

2 pm

Welcome speech

2:15 pm

Battery Metals: The Next Big Thing in Asia’s Metals Markets

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

3 pm

Asian Steel and Scrap Trade Flows: Recent Changes and Opportunities

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

3:45pm

Coffee Break

4 pm

Metallurgical Coal Market Overview Iron Ore

Jeffery Lu Managing Editor, MetCoal, S&P Global Platts

4:45 pm

Hedging Steel Raw Materials

Singapore Exchange (SGX)

5:30 pm

Networking Drinks in celebration of S&P Global Platts office opening

1:30 pm

Registration

2 pm

Welcome speech

2:15 pm

The shift in global soybeans market gravity amid political turmoil

TBC

3 pm

Navigating the 'Era of Trump' in Wheat and Corn Markets

Takmila Shahid, Grains Editor, S&P Global Platts

3:45 pm

Coffee Break

4 pm

NE Asia Grade B Ethanol Market – A Look Into Pricing and Trade FlowsEthanol

Andrei Agapi, Senior Managing Editor, S&P Global Platts

4:45 pm

Networking Drinks in celebration of S&P Global Platts office opening

Agenda subject to change

TIME UNTIL EVENT

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