SINGAPORE COMMODITY MARKET INSIGHTS FORUM

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April 11-12, 2018
9 am - 5 pm SGT

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Marina Bay Sands Expo &
Convention Centre

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S&P Global Platts

Singapore Commodity Market Insights Forum is a great way to stay informed and connect with your industry peers.

Hear first-hand from leading S&P Global Platts editors and analysts as they explore in detail the issues facing the Asia markets across the various commodities such as LNG, Petrochemicals, Metals, Coals, Agriculture and Shipping.

At the forum, we would have:

  • Vital updates on the global oil and energy mix, key sharing on aromatics and olefins, as well as a review of steel capacity replacement in China and its impact on exports

  • We would also explore a "perfect" hedge of the North East Asian corn market, understand how the tanker markets are trying to make sense of new trade flows, and share key insights and implications of LNG markets

  • All the latest on trading and pricing for products in your region as well as developments in benchmarks and market trends

If your main interest is in the oil markets, the Singapore Crude Oil & Refined Products Forum will be held on the mornings of April 11-12, 2018.

This complimentary event plays a central part in our commitment to deepen the connection of the commodities markets, and facilitate the exchange of genuine value between you, your peers and Platts.


Speakers

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Agenda

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8:30 - 9 am

Registration and networking refreshments

9 - 9:10 am

Opening Remarks

Vera Blei, Global Director, Oil Markets

9:10 - 9:40 am

Global Oil Market Outlook

  • Global energy outlook

  • Overview of developments in US crude markets

  • Updates on US exports, including infrastructure developments

  • WTI vs US Domestic Sweet – What's the difference? Why is it important?

Jonty Rushforth, Senior Director, Energy Pricing Group

9:40 - 10:40 am

Platts Crude Oil Forum

  • Market trends in Asia and Middle East crude oil markets

  • Changing trading patterns in Asia and its impact

  • Methodology updates and proposed methodology changes

Calvin Lee, Editorial Director, Asia & Middle East Oil Markets

Daniel Colover, Associate Editorial Director, Asia & Middle East Crude Oil and Residual Fuels Markets

Ada Taib, Managing Editor, Asia & Middle East Crude Oil Markets

10:40 - 11:10 am

Coffee and Refreshments Break

11:10 am - 12:10 pm

Platts Naphtha/Gasoline/LPG Forum

  • Overview of the Asian naphtha, gasoline and LPG markets

  • The move to cleaner fuels and its impact

  • Challenge to naphtha at a time of feedstock boom

  • Methodology updates and proposed methodology changes

Jonathan Nonis, Senior Managing Editor, Asia & Middle East clean refined products

Wendy Cheong, Managing Editor, Asia & Middle East light distillate products

12:10 - 12:25 pm

Q&A

12:25 - 1:30 pm

Lunch

Select a track to view the agenda for 11 April PM Session

1:30 - 2:30 pm

Opening Remarks

Paul Bartholomew, Senior Managing Editor, Metals, S&P Global Platts


How is China's war on pollution shaping Iron Ore demand, supply and price trends?

  • Demand, supply imbalances

  • Volatility in price differentials

  • What to look out for in 2018?

Takmila Shahid, Associate Editor, Iron Ore, S&P Global Platts

Met Coal volatility – driven by policy or fundamentals?

  • Price volatility of iron ore and coking coal

  • How Chinese policy changes affect the raw materials market

Julien Hall, Regional Metals Content Director - Asia, S&P Global Platts


2:30 - 2:40 pm

Movement Break

2:40 - 3:25 pm

Impact of India and China on seaborne coal prices

  • Growing importance of North East Asian markets

  • Chinese influence on seaborne coal prices

  • Is India losing its shine as a coal importer?

Mia Aureus, Associate Editor, Thermal Coal

3:25 - 3:40 pm

Coffee and Refreshments Break

3:40 - 4:40 pm

Opening Remarks

Paul Bartholomew, Senior Managing Editor, Metals


Topic 1: Chinese Steel Capacity Replacement and its Impact on Exports

  • Review of steel capacity replacement in China

  • Impact on Southeast Asian steel trade

Keith Tan, Senior Managing Editor, Steel & Raw Materials


Topic 2: Japan aluminum premiums overshadowed by US Section 232

  • Q2 result

  • Spot MJP trend summary

  • Q3 outlook

Mayumi Watanabe, Senior Editor, Markets, Metals

4:40 pm

End of Day

Agenda subject to change

1:30 - 2:30 pm

Topic 1: Asian aromatics: The onset of a dramatic change

  • Downstream growth fuels China's drive for self-sufficiency

  • Global trade flows readjusts itself

Rohan Menon, Editor, Asian Petrochemicals


Topic 2: The Feedstock Landscape, Cracker Economics, and the State of the End User

  • The rollercoaster ride in ethylene economics - strategic decisions on the Asia steam cracker feedstock slate

  • Cracker competitiveness with various feedstocks (E/P/B/N)

  • US shale boom and global cracker investment

  • China's polymer appetite and the global PE and PP balance

Eshwar Yennigalla, Petrochemicals Analyst

2:30 - 2:40 pm

Movement Break

2:40 - 3:25 pm

Asian Olefins: Can Asia secure its foothold on the rise of US production?

  • Cracker economics: Naphtha vs the rest

  • Pending global trade flow changes

  • Could environmental concerns further tighten supply in China?

Clement Choo, Senior Editor, Asian Petrochemicals

3:25 - 3:40 pm

Coffee and Refreshments Break

3:40 - 4:40 pm

Topic 1: Exploring a "perfect" hedge of the North East Asian corn market

  • Corn market update in the destination market

  • North East Asian corn price reference for paper and physical

Samar Niazi, Agriculture Editor


Topic 2: Australian wheat and the South East Asian market pricing evolution

  • Spot physical wheat market update

  • Indexing applications in the physical and paper markets

  • APW Wheat Futures. Uses and applications

Andrei Agapi, Managing Editor, APAC Agriculture

4:40 pm

End of Day

Agenda subject to change

1:30 - 2:30 pm

Topic 1: Rising Asia/Global LNG liquidity

  • Key current/forecast market indicators of growing Asian/global LNG pricing, and non-pricing, flexibilities

  • Evidence of, and drivers behind, increasing adoption of JKM in spot and term LNG transactions

  • JKM reveals 3 surprises in 3 years – correlations, seasonality and relative values

Marc Howson, Director, LNG Market Development


Topic 2: LNG market update

  • Drivers and sensitivities behind current LNG, and associated derivatives, prices

  • Evolving changes in LNG pricing and comparisons to other commodity markets

  • Platts JKMTM benchmark development and recent updates

  • The surging growth in LNG derivatives and JKMTM Swaps market dynamics

Kenneth Foo, Team Leader, Asia LNG Price Assessments

2:30 - 2:40 pm

Movement Break

2:40 - 3:25 pm

Global LNG market outlook – the implications of fast-growing supplies

  • Status of, and drivers behind, current global LNG supply/demand/prices

  • Outlook for the LNG supply ramp-up, its unique characteristics and market implications

  • Which LNG markets will absorb the ongoing supply ramp-up, why and with what implications

Jeff Moore, Manager, Asian LNG Analytics

3:25 - 3:40 pm

Coffee and Refreshments Break

3:40 - 4:40 pm

The ASEAN energy mix – what will 2018 hold?

  • Will the push for cleaner energy impact thermal coal usage in Asia?

  • Focus on ASEAN coal procurement

  • Australia or Indonesia - who stands to benefit the most from growing coal demand in ASEAN?

Deepak Kannan, Managing Editor, Asia Thermal Coal

4:40 pm

End of Day

Agenda subject to change

8:30 - 9 am

Registration and networking refreshments

9 - 9:10 am

Opening Remarks

Vera Blei, Global Director, Oil Markets, S&P Global Platts

9:10 - 9:35 am

Global Oil Outlook, Analytics

Jebsen Seo, Senior Project Consultant, Analytics, S&P Global Platts

9:35 - 10:30 am

Gasoil/Jet forum

  • Regional supply and demand trends in middle distillates

  • The transition to Ultra Low sulfur diesel

  • Methodology updates and proposed methodology changes

Jonathan Nonis, Senior Managing Editor, Asia & Middle East clean refined products, S&P Global Platts

Cheong Su Yeen, Managing Editor, Asia & Middle East middle distillate products, S&P Global Platts

10:30 - 11 am

Coffee and Refreshments Break

11 - 11:55 am

Fuel oil and Bunker Forum

  • Market trends and price drivers in Asia fuel oil markets

  • IMO's sulfur cap and its impact on marine fuels

  • Methodology updates and proposed methodology changes

Daniel Colover, Associate Editorial Director, Asia & Middle East Crude and Residual Fuel Markets, S&P Global Platts

Rajesh Nair, Managing Editor, Asia & Middle East Residual Fuel Market, S&P Global Platts

11:55 - 12:25 pm

Tankers: Oil shipping market adjusting to new tradeflows

  • Tanker markets trying to make sense of new trade flows

  • Oversupply biting into the health of tanker markets

  • US crude exports helping to add ton-mile demand

Pradeep Rajan, Senior Managing Editor, Asia Pacific Shipping & Freight, S&P Global Platts

12:25 - 12:40 pm

Q&A and Closing Remarks

12:40 pm

End of Day

Agenda subject to change

TIME UNTIL EVENT

Thank you for your interest in Singapore Commodity Market Insights Forum. Due to an overwhelming response, registration is now closed.

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Please choose the session(s) that you are interested to attend:

11 April, AM Session

12 April, AM Session