S&P Global Commodity Insights Mumbai Commodity Market Insights Forum 2023 l Commodity Insights

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

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/experts 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 is required 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 Thursday, April 20, 5pm IST.

9:00 AM

Registration and morning coffee

9:30 AM

Welcome Remarks

Gauthier Mulder, Senior Commercial Director, South Asia,S&P Global Commodity Insights

9:40 AM

The New commodity Landscape

Pulkit Agarwal, Head of Content, India,S&P Global Commodity Insights

10:20 AM

2023 Perspectives: Delivering on the dual mandate of Energy Security and Energy Transition

2022 was a volatile year for energy markets with significant fluctuations in commodity prices. Stakeholders vested in the Energy sector continue to grapple with the continued need of fossil fuels, while delivering on the Energy Transition mandate. 2023 will continue to build on these challenges, as companies look to deploy the record free cash flows from 2022 in the most optimal way. The focus of this session is to present an integrated perspective on the state of E&P and Energy Transition, by address five fundamental questions:

Nick Sharma, Research & Analysis, Executive Director, S&P Global Commodity Insights

11:00 AM

The state of the Middle East & Asian crude market

Impact of Russian supply vs Asian demand on the Middle East crude market

Gurdeep Singh, Associate Editorial Director, Asia and Middle East Crude and Residual Fuel Markets, S&P Global Commodity Insights

11:30 AM

Closing

Gauthier Mulder, Senior Commercial Director, South Asia, S&P Global Commodity Insights

11:35 AM

Lunch

*Agenda subject to change

12:30 PM

Welcome Remark

12:40 PM

Global Oil Market Outlook - Navigating through "known unknowns"

The global oil market has been volatile, and the uncertainties around the outcomes of the Russia - Ukraine war, economic headwinds, and return of demand growth from mainland China will continue to keep the market unpredictable. Although Russian oil exports have held up surprisingly well so far since the invasion of Ukraine despite the EU ban and price cap, it will remain a significant factor impacting both crude oil and refined products, mainly diesel, prices, and trade.

Connecting the dots: Overview of Crude & Refined Insights

Premasish Das, Executive Director, Research and Analysis, Oil Markets, Midstream and Downstream, S&P Global Commodity Insights

Abhishek Nambiar, Oil & NGL Specialist, Midstream and Downstream, S&P Global Commodity Insights

1:15 PM

India power market outlook and impact on prices

Ashish Singla, Principal Research Analyst, S&P Global Commodity Insights

1:45 PM

Coal's play in the transition world

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

2:15 PM

Biodiesel market updates

Charlotte Radford, Global Manager, Price Group Partners – Emerging Benchmarks, S&P Global Commodity Insights

2:30 PM

Global LNG and gas prices: Effects on India and rest of Asia

Kenneth Foo, Managing Editor, Asia LNG, S&P Global Commodity Insights

3:00 PM

Coffee Break

3:10 PM

LNG Market Outlook 2023: What to Expect in 2023

Agarwal Ayush, LNG Analyst, S&P Global Commodity Insights

Jyoti Swarup Patnaik, LNG Specialist, S&P Global Commodity Insights

3:45 PM

Clean energy technology and opportunities for India

Indra Mukherjee, Senior Research Analyst, S&P Global Commodity Insights

4:10 PM

Corporate clean energy procurement for sustainability goals

Ankita Chauhan, Principle Research Analyst, S&P Global Commodity Insights

4:35 PM

The global competitive landscape for hydrogen & ammonia

Vipul Garg, Editor, Hydrogen Pricing, S&P Global Commodity Insights

5:00 PM

Role of green hydrogen in India's net-zero target

Mohd. Sahil Ali, Senior Research Analyst, S&P Global Commodity Insights

5:25 PM

Voluntary Carbon Markets & the Pathway to Decarbonisation

Kanchan YadavSenior Editor, Carbon Pricing, S&P Global Commodity Insights

Abhijeet Thakkar, Carbon Analyst, S&P Global Commodity Insights

5:50 PM

Energy Transition Wrap

Suresh Sivanandam, Energy Transition Specialist, S&P Global Commodity Insights

6:00 PM

Closing remarks & End of day

*Agenda subject to change

12:30 PM

Welcome Remark

Vanessa Ronsisvalle, Editorial Director Asia Chemicals, S&P Global Commodity Insights

12:40 PM

Impact of upstream volatility on chemical feedstocks

Stuti Chawla, Managing Editor, Asia Aromatics and India Chemicals, S&P Global Commodity Insights

1:10 PM

Polyolefins - Surviving the high-cost environment

Heng Hui, Senior Editor Polymers, S&P Global Commodity Insights

1:40 PM

Global polyolefins overviews

Pooja Jain, Principle Research Analyst, S&P Global Commodity Insights

2:10 PM

Container freight: The turning tide

Ayush Verma, Associate Editor Asia Containers, S&P Global Commodity Insights

Tanya Kalra, Associate Editor Asia Containers, S&P Global Commodity Insights

2:40 PM

Asia aromatics - Recovery, growth and the road ahead

Pankaj Rao, Senior Editor PX, S&P Global Commodity Insights

3:10 PM

Coffee and Networking Break

3:25 PM

Asia monoethylene glycol – Finding resilience amid a global growth slowdown

Heng Hui, Senior Editor Polymers, S&P Global Commodity Insights

3:55 PM

Asia Methanol: Another roller coaster year?

Kamna Kapoor, Associate Editor Methanol, S&P Global Commodity Insights

4:25 PM

Global Crop Protection Industry

Akashpratim Mukhopadyay, Senior Journalist,S&P Global Commodity Insights

5:00 PM

India's recycled plastics journey – small steps, big dreams

Stuti Chawla, Managing Editor, Asia Aromatics and India Chemicals, S&P Global Commodity Insights

5:30 PM

Global vinyls overview

Neetu Singh, Senior Research Analyst, S&P Global Commodity Insights

6:00 PM

Closing remarks & End of day

Vanessa Ronsisvalle, Editoral Director Asia Chemicals, S&P Global Commodity Insights

*Agenda subject to change

12:30 PM

Welcome Remark

12:40 PM

Charlotte Radford, Global Manager, Price Group Partners – Emerging Benchmarks, S&P Global Commodity Insights

1:10 PM

Tankers: Trade flow disruptions extending freight market recovery

Pradeep Rajan, Senior Managing Editor, Asia Frieght, S&P Global Commodity Insights

1:40 PM

Impact of sanctions on Crude & Oil Product Flows

Abhishek Nambiar, Oil & NGL Specialist, S&P Global Commodity Insights

2:10 PM

Wanda Wang, Senior Editor, Asia and Middle East Oil Markets, S&P Global Commodity Insights

2:40 PM

Transportation fuel - Is the rise going to contiune?

The COVID-19 pandemic has had a dramatic and unprecedented impact on the world, including the shifting focus on climate change concerns and sustainability. While the ongoing -Russia -Ukraine war has brought energy security to the forefront, fuel consumption will reach a peak, although the timing of the peak demand will vary. The transportation sector, which accounts for more than 65% of refined product demand globally, will face most of the challenges. How different transportation sectors would differ in their decarbonization pathways? What would be the impact on the demand for different transportation fuels? How the transportation fuel demand in India would shape up?

Connecting the dots: Overview of Crude & Refined Insights

Premasish Das, Executive Director, Research and Analysis, Oil Markets, Midstream and Downstream, S&P Global Commodity Insights

Abhishek Nambiar, Oil & NGL Specialist, S&P Global Commodity Insights

3:10 PM

Coffee Break

3:15 PM

Marine Fuels – Market and Methodology update

Gurdeep Singh, Associate Editorial Director, Asia and Middle East Crude and Residual Fuel Markets, S&P Global Commodity Insights

3:45 PM

Green Methanol – Challenges towards net-zero carbon goals

Vanessa Ronsisvalle, Editorial Director Asia Chemicals, S&P Global Commodity Insights

4:15 PM

Closing remarks & End of day

*Agenda subject to change

12:30 PM

Welcome Remark

12:40 PM

India's Perspective on the Global Drybulk Commodity Market Outlook

The session will explore the latest trends and developments in India's shipments of coal, iron ore, agribulk, and fertilizers. Points that will be discussed include:

The session aims to provide an overview of the current state of the markets for coal, iron ore, agribulk, and fertilizers, and to identify the key trends and drivers that will shape their future.

Pranay Shukla, Director Research & Analysis, S&P Global Commodity Insights

Mauro Cattana, Shipping Specialist, S&P Global Commodity Insights

1:10 PM

China's exit from Covid Zero and its impact on coking coal, iron ore markets

Keith Tan, Associate Regional Director, Asia Metals Pricing, S&P Global Commodity Insights

1:40 PM

Indexation in steel markets amid wider spreads with raw materials prices

Shivani Singh, Managing Editor, Steel & Scrap, S&P Global Commodity Insights

2:10 PM

S&P Global Commodity Insights Metals Analytics views 2023-2024 for:

Jarek Mlodziejewski, Metals Specialist, S&P Global Commodity Insights

2:40 PM

Fertilizer outlook for India

Ankita Pandey, Senior Research Analyst, S&P Global Commodity Insights

3:10 PM

Coffee Break

3:25 PM

Dry bulk: Freight market yet to rebound from China reopening

Pradeep Rajan, Senior Managing Editor, S&P Global Commodity Insights

4:00 PM

Electric vehicle outlook: Supply and Demand

Suresh Sivanandam, Energy Transition Specialist, S&P Global Commodity Insights

4:40 PM

Battery metals trends and challenges: Will promised supply temper prices or fall flat?

Leah Chen, Senior Editor, Nonferrous Metals, S&P Global Commodity Insights

5:10 PM

Closing remarks & End of day

*Agenda subject to change