S&P Global Commodity Insights Seoul Commodity Market Insights Forum 2022

S&P Global Commodity Insights 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 Commodity Insights 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.

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EVENT STARTS IN

Agenda

Morning Plenary
Afternoon Sessions

9am	Welcome Remarks HK Park, Associate Commercial Director, South Korea, S&P Global Commodity Insights
9:10am	Energy transition trends in Asia A comprehensive view/outlook on the Future of Energy Asian Hydrogen market outlook Outlook for EVs, carbon and renewables Ankit Sachan, Analyst, Hydrogen, S&P Global Commodity Insights Mendo Kundevski, Director, Energy Transition, S&P Global Commodity Insights
9:40am	The Global Competitive Landscape for Hydrogen & Ammonia What do latest price trends across regions and feedstock tell us? Competitiveness of hydrogen/ammonia as fuel Carbon Intensity centerpiece for blue/green hydrogen: road to transparency Anton Ferkov, Senior Managing Editor, Hydrogen, S&P Global Commodity Insights
10:05am	Carbons: 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 Kanchan Yadav, Senior Pricing Specialist, Carbon, Energy Transition, S&P Global Commodity Insights Varaleka Pant, Low Carbon Crude Analyst, S&P Global Commodity Insights
10:30am	Coffee break
10:45am	Asian Recycled Polymers: Sustainable plastics, sustainable growth? Current recycled PE market scenarios Global rPET composition table and market scenario Recycled market short term outlook Heng Hui, Senior Editor, Petrochemicals, S&P Global Commodity Insights
11:05am	SAF and HVO market developments Global Ambitions and Reality of SAF and HVO Introduction to price trend and methodology of global SAF and HVO prices Feedstocks Trends and Challenges Andrei Agapi, Pricing Director APAC Agriculture, S&P Global Commodity Insights
11:25am	Carbon-Neutral LNG: Bridging the divide General outlook of CNL markets and recent trends A temporary slow-down or structural shift in market approach? S&P Global suite of CNL prices Shermaine Ang, Global Manager, LNG Engagement & Intelligence, S&P Global Commodity Insights
11:45am	The multi-year bull run on battery raw materials & EV outlook The lithium supply deficit conundrum Evolving chemistry preference of battery makers and impact on raw materials demand EV market outlook and trends Jesline Tang, Associate Editor, Metals, S&P Global Commodity Insights
12:10pm	Using APIs to deliver timely Market Data and Insights Benefits of API Use Cases Other Clients Wei Wen Lim, Machine Delivery Product Specialist, S&P Global Commodity Insights
12:30pm	Closing remarks Mendo Kundevski, Director, Energy Transition, S&P Global Commodity Insights
12:35pm	Lunch Break

Note: Agenda subject to change

Petrochemical track
LNG, Agriculture, Tankers track
Metals track
Oil track

2pm	Welcome Remarks Samar Niazi, Managing Editor Aromatics, S&P Global Commodity Insights
2:05pm	Asian Aromatics: Challenging frontiers for H2 2022? PX & BZ Rangebound on Downstream Fundamentals Production Operating Rates Decline – Can margins recover? Can non-integrated PX producers survive the tight PX-MX spread Samar Niazi, Managing Editor Aromatics, S&P Global Commodity Insights
2:40pm	Asian Olefins: Managing pricing volatility in the value chain Olefins price trends and drivers Changing dynamics in olefin feedstock and margins Impact of market fundamental on olefin prices Melvin Yeo, Senior Editor, Petrochemicals, S&P Global Commodity Insights
3:05pm	Price influencers in Chemical markets Macroeconomic view and East/West divide in polymers Mid-term overcapacity woes Impact of Russia – Ukraine war on chemical prices and demand Eshwar Yennigalla, Senior Analyst, Petrochemicals, S&P Global Commodity Insights
3:45pm	Overview of Platts Petrochemicals Analytics – Connecting data to insights Stephanie Liew, Petrochemicals Insights Sales Specialist, S&P Global Commodity Insights
3:55pm	End of Day

Note: Agenda subject to change

2pm	Welcome Remarks Jongwan Lee, Client Service Manager, Japan Korea, S&P Global Commodity Insights
2:05pm	LNG market development and effects of 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 Shermaine Ang, Global Lead, LNG Market Engagement, S&P Global Commodity Insights
2:50pm	Wheat and Corn markets global overview Impact of the war on grain trade flows in Asia How Asian buyers are coping with high grain prices Supply outlook amid the gap left by Ukraine and Russia Elizabeth Thang, Managing Editor, Biofuels and Feedstock, S&P Global Commodity Insights
3:30pm	Tanker Market: Sailing through trade flow disruptions Impact of energy transition on freight market Update on clean & dirty tanker sectors Pradeep Rajan, Senior Managing Editor, Asia Pacific Shipping & Freight, S&P Global Commodity Insights
4:15pm	End of Day

Note: Agenda subject to change

2pm	Welcome Remarks HK Park, Associate Commercial Director, South Korea, S&P Global Commodity Insights
2:05pm	Asian Steel Markets: Paving the direction for global steel markets Impact of China’s decarbonization goals on spot market movements Demand-supply dynamics of iron ore & coking coal markets The India factor: Emergence as an exporter of choice Demand outlook amid supply shocks emanating from COVID-19, Russia-Ukraine War, China's steel production curbs Ashima Tyagi, Senior Editor, Steel, S&P Global Commodity Insights
2:50pm	Aluminum market: Key market trends amid uncertain economic landscapes Aluminum price trend and market update Impact of the ongoing pandemic and geopolitical tensions Germaine Lee, Associate Editor, Metals, S&P Global Commodity Insights
3:20pm	Global copper overview: Headwinds for Chinese refined copper demand Impact of Covid-19 restrictions on Chinese cathode trade Copper price trends amid dim global economic outlook Copper concentrates market update and supply-demand overview Jesline Tang, Associate Editor, Metals, S&P Global Commodity Insights
3:50pm	End of day

Note: Agenda subject to change

2pm	Welcome Remarks Max Heo, Commercial Director, Korea, S&P Global Commodity Insights
2:05pm	Global and Asia Oil Market Outlook Global macro and oil demand Outlook in the context of the Russia-Ukraine Conflict Global oil supply, balances, inventory changes and prices Asia oil market dynamics: demand, refining, product cracks and refining margins Implications for South Korea JY Lim, Advisor, Asia Oil Analytics, S&P Global Commodity Insights
2:55pm	Overview of Product: Crude & Refined Insights - Connecting data to insights Sahil Singh Panoo, Analytics Associate, APAC, S&P Global Commodity Insights
3:05pm	The state of the Middle East & Asia Pac crude markets Middle East crude oil markets fundamentals Key trends in the Asia Pacific crude oil markets Platts crude updates in Asia Ada Taib, Managing Editor, Crude Oil, S&P Global Commodity Insights
3:45pm	Coffee Break
4pm	Asian Naphtha market post COVID-19 pandemic Deep dive into the evolving Asia naphtha demand-supply balance on regional trade flows Understand market usage of Platts FOB Fujairah and C+F Japan min 70% paraffin assessments Growth potential of bio-naphtha in Asia Platts C+F Japan Naphtha benchmarks update Wanda Wang, Senior Editor, Asia and Middle East Oil Markets, S&P Global Commodity Insights
4:40pm	End of day