S&P Global Energy Energy
Symposium

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October 9-11, 2018

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The Houstonian Hotel Houston, Texas
› Map & Directions

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Complimentary

S&P Global Platts

The S&P Global Energy Houston Energy Forum will be held exclusively within the S&P Global Energy Energy Symposium on October 10 - 11, 2018.

Mark your Calendars

Need insights into the oil, natural gas, petrochemicals or biofuels markets?

The S&P Global Energy Houston Energy Forum will be held on October 10-11, 2018 at The Houstonian Hotel is an exclusive day-and-a-half event within the S&P Global Energy Energy Symposium. This part of the event is complimentary.

Setting the Stage

As a commitment to you and based on feedback from 2017, we have expanded the Energy Houston Energy Forum to a day-and-a-half event packed with valuable and insightful information that could help you and your business.

During the event, you will be able to meet key decision-makers, Energy leading commodity specialists, analysts, and your peers. All while gaining valuable insights and learning more about what’s driving the markets and obtain additional training on our price assessments, methodologies and more.

Topics to be discussed include:

  • A global outlook into oil and gas markets

  • A review of the North American crude oil industry

  • Shipping and the impact of IMO 2020

  • Natural gas, NGL and LNG outlooks for the US and Mexico

  • A market update on petrochemicals including olefins and polymers

  • A look at renewables including biofuels, RINs pricing and the agriculture-related impact

Speakers

Annette Hugh

Annette Hugh

Global Director, Market Engagement,
S&P Global Energy

Chris Midgley

Chris Midgley

Global Director of Analytics,
S&P Global Energy

Claudio Galimberti

Claudio Galimberti

Head of Demand & Refining Analytics,
S&P Global Energy

Matthew Cook

Matthew Cook

Associate Editorial Director, Americas Crude & Fuel Oil,
S&P Global Energy

Jenna Delaney

Jenna Delaney

Senior Energy Analyst – Global Oil,
S&P Global Energy

Beth Brown

Beth Brown

US Middle Distillate Managing Editor,
S&P Global Energy

Sophie Byron

Sophie Byron

Senior Managing Editor, Americas Agriculture,
S&P Global Energy

Trey Cowan

Trey Cowan

Senior Industry Analyst, Analytics,
S&P Global Energy

Barbara Troner

Barbara Troner

Managing Editor, Americas Tankers,
S&P Global Energy

Richard Swann

Richard Swann

Editorial Director, Americas Oil Markets
S&P Global Energy

Jennifer Van Dinter

Jennifer Van Dinter

Global Head Of NGL and Petrochemicals Analytics,
S&P Global Energy

Rob Stier

Rob Stier

Senior lead, Quantitative Analysis,
S&P Global Energy

Bernardo Fallas

Bernardo Fallas

Associate Editorial Director, Americas Petrochemicals,
S&P Global Energy

Ira Joseph

Ira Joseph

Head of Global Gas & Power, Analytics
S&P Global Energy

Agenda

7:00 am

Registration Opens & Networking Breakfast

8 am

Welcome and Opening Remarks

Annette Hugh, Global Director, Market Engagement, S&P Global Energy

8:05 am

Emerging Energy Trends

Chris Midgley, Global Director of Analytics, S&P Global Energy

  • The increasing interconnectivity between energy sources

  • Trends in oil production and demand

  • The role of the US compared with OPEC

  • LNG as an emerging energy source

  • Disruptive forces

8:30 am

The Latest View on Macroeconomic Indicators and Impact on Demand

Claudio Galimberti, Head of Demand & Refining Analytics, S&P Global Energy

  • Signs of an economic slowdown and how they might impact demand for oil

  • What might be the impact of the trade wars and tariffs to energy markets.

8:50 am

Review of upstream activities in West - and South Texas with a closer inspections of key trends and impacts

Trey Cowan , Senior Industry Analyst, S&P Global Energy

  • Permitting activity trends

  • Rig demand trends

  • Well spuds and efficiency trends

  • The local capex outlook by key operators

  • Technological trends

  • The well completion backlogs for the Permian and Eagle Ford Outlook of rig demand going forward and why

9:05 am

US Trade flows

Jenna Delaney, Senior Energy Analyst – Global Oil, S&P Global Energy

  • Regional takeaway constraints in the US and Canada

  • US imports and exports – challenges and opportunities

9:25 am

North American Crude Market Update

Matthew Cook, Associate Editorial Director, Americas Crude & Fuel Oil, S&P Global Energy

  • Where does US crude fit into the wider world?

  • Heavy crude and the outlook for IMO 2020

9:25 am

Q&A

9:35 am

Q&A

10 am

Mid-morning Networking Break

10:15 am

Refined Products: Increased Regional Demand and Diversifying Supply

Beth Brown, US Middle Distillate Managing Editor, S&P Global Energy

  • Growing US and Latin America demand for diesel

  • Asia increasingly fills Latin America product imports

  • IMO 2020 impacts on product balances and cracks

10:35 am

RINs and RVOs: an uncertain market

Sophie Byron, Senior Managing Editor, Americas Agriculture, S&P Global Energy

  • Is the RFS Broken?

  • What drives Renewable Volume Obligation prices?

  • How renewable fuels fit into refined product markets?

10:55 am

Q&A

11:05 am

Americas Tanker Market Challenges & Opportunities

Barbara Troner, Managing Editor, Americas Tankers, S&P Global Energy

  • Creating a bridge from current historical freight lows to brighter pre-IMO 2020 markets

  • South American products demand has clean tankers steaming intra-regional waters

  • US Gulf Coast crude loadings transform the dirty tanker landscape

  • - Global 0.5% sulfur ceiling challenges & opportunities

11:25 am

IMO - 2020 - Panel Discussion

Moderator: Richard Swann, Editorial Director, Americas Oil Markets S&P Global Energy

Panelists:

  • Chris Midgley, Global Director of Analytics, S&P Global Energy

  • Matthew Cook, Associate Editorial Director, Americas Crude & Fuel Oil, S&P Global Energy

  • Barbara Troner, Managing Editor, Americas Tankers, S&P Global Energy

12 pm

Networking Lunch

1:15 pm

Natural Gas Fundamentals: Focus on Mexico & LNG

Ira Joseph, Head of Global Gas & Power, Analytics, S&P Global Energy

  • US LNG export growth holds key to Henry Hub price support

  • Can Mexican demand match the pipeline import capacity being built?

  • Can downstream gas demand keep up with upstream oil supply?

1:50 pm

Uncharted Territory: US Natural Gas Market Ahead of Winter

Ryan Ouwerkerk, Manager, Americas Natural Gas Pricing, S&P Global Energy

  • Interplay of storage and production leaves futures unfazed

  • Constrained conditions crush Permian prices

  • Pricing developments in the Mexican market

2:15 pm

Q&A

2:30 pm

Mid-afternoon Networking Break

2:50 pm

Recent trends in the North American NGL Market

Jennifer Van Dinter, Global Head Of NGL and Petrochemicals Analytics, S&P Global Energy

  • Ethane market strength

  • Update on ethylene projects

  • Infrastructure constraints

3:15 pm

Petrochemical Margins Redefined

Bernardo Fallas, Associate Editorial Director, Americas Petrochemicals, S&P Global Energy

  • • Update on expansions and projects in USGC

  • • Impact on ethane, ethylene pricing & cracker margins

  • • Profitability shifts to polymerization unit – who is left out?

  • Polyethylene exports as the end game

3:45 pm

Key Trends in Global Petrochemicals Markets

Rob Stier, Senior lead, Quantitative Analysis, S&P Global Energy

  • Asia & India as demand drivers for polymers

  • Refinery integration - valued added olefins & aromatics supply

  • Global supply stack and what will determine polymer prices

  • Political and environmental challenges, opportunities

4:15 pm

Q&A

3:30 pm

Mexico Energy Reform - Panel Discussion

Richard Swann, , Editorial Director, Americas Oil Markets, S&P Global Energy

  • Ira Joseph, Head of Global Gas & Power, Analytics, S&P Global Energy

  • Ryan Ouwerkerk, Manager, Americas Natural Gas Pricing, S&P Global Energy

  • Bernardo Fallas, Associate Editorial Director, Americas Petrochemicals, S&P Global Energy

  • Beth Brown, US Middle Distillate Managing Editor, S&P Global Energy

5:15 pm

Closing Remarks

5:30 pm

Networking Reception

6:30 pm

End of Houston Energy Forum

Agenda subject to change

The S&P Global Energy Workshops will be held on October 11, 2018 at The Houstonian Hotel is an exclusive half-day event within the S&P Global Energy Energy Symposium. This part of the event is complimentary to attend.

Setting the Stage

Access to S&P Global Energy Workshops is essential to help you stay on top of the current pricing and benchmarks in the energy and commodity markets.

Energyprice assessment and methodology workshops

In the global commodity markets, price assessments establish conversion between the markets and published values. These assessments provide market transparency to you and are an essential reference point for trade. Since 1909, S&P Global Energy has been evolving rigorous methodologies to create price assessments to reflect the commodity markets true value.

This extensive, experienced and global approach brings consistency and confidence to our price assessments that help you make the best fact-based decisions.

S&P Global Energy welcomes you to join us for this half-day experience to explore our methodologies on:

  • Indexes

  • Surveys

  • Market–On–Close

Speakers

Kevin Allen

Kevin Allen

Petrochemical Analyst
S&P Global Energy

Bernardo Fallas

Bernardo Fallas

Associate Editorial Director, Americas Petrochemicals
S&P Global Energy

Kristen Hays

Kristen Hays

Senior Editor, Petrochemicals
S&P Global Energy

Simon Thorne

Simon Thorne

Global Content Director, Generating Fuels and Electric Power
S&P Global Energy

Mark Callahan

Mark Callahan

Director, Americas Generating Fuels and Power Pricing
S&P Global Energy

Samer Mosis

Samer Mosis

Senior Pricing Specialist, Natural Gas Pricing
S&P Global Energy

John Hilfiker

John Hilfiker

Energy Analyst, North America Gas & Power Research
S&P Global Energy

Eric Janssen

Eric Janssen

Senior Pricing Specialist, Natural Gas Pricing
S&P Global Energy

Ryan Ouwerkerk

Ryan Ouwerkerk

Manager, Americas Natural Gas Pricing
S&P Global Energy

Desmond Wong

Desmond Wong

Managing Editor, European and Atlantic Basin LNG
S&P Global Energy

Agenda

Petrochemical Workshop – Grand Ballroom I

9 am

Registration Opens

9:30 am

Workshop Opening Remarks

9:35 am

Aromatics – Demand Drivers at a Glance

Kevin Allen, Petrochemical Analyst, S&P Global Energy

  • Effect of China antidumping duties on US styrene

  • Gasoline blending in USGC region

  • PTA feedstocks and derivatives

10 am

Polymers – Pricing Dynamics Explained

Bernardo Fallas, Associate Editorial Director, Americas Petrochemicals, S&P Global Energy

  • Update on expansions, projects in USGC

  • Domestic vs. export markets

  • Importance of Asia, Latin America

10:25 am

Logistics – Identifying, Overcoming Hurdles to Exports

Kristen Hays, Senior Editor, Petrochemicals, S&P Global Energy

  • Make it, move it – Accommodating more exports

  • East Coast, West Coast ports battle for a piece of the action

  • Truck driver shortage, lack of shipping space a growing squeeze

11 am

Closing Remarks of Petrochemical Workshop

Oil Price Assessment Methodology Workshop – Grand Ballroom I

11 am

Registration Opens

11:30 am

Introduction to Energy

  • EnergyPrice Assessments Benchmarks / Methodology / MOC

  • Founding Principles & Guidelines / Process

  • Market-On-Close Deep Dive

  • Live viewing of Market on Close

  • Q&A

1:30 pm

Live view of e-Window

1:50 pm

End of Oil Price Assessment Methodology Workshop

Natural Gas Technical Workshop – Grand Ballroom II

9 am

Registration Opens

9:30 am

Opening remarks and agenda

Simon Thorne, Global Content Director, Generating Fuels and Electric Power, S&P Global Energy

9:45 am

Indices Update

Mark Callahan, Director, Americas Generating Fuels and Power Pricing, S&P Global Energy

  • Analysis of FERC 552 data

  • Energyvolumes trends

  • Composition of Energy indices

10:15 am

Energy- ICE Natural Gas Indices introduction

Mark Callahan, Director, Americas Generating Fuels and Power Pricing, S&P Global Energy

  • Requirements and expectations of price reporters

10:25 am

Price Reporting Technology

Samer Mosis, Senior Pricing Specialist, Natural Gas Pricing, S&P Global Energy

  • Plans for new price reporting platform

  • Status of Blockchain initiative

10:40 am

Mexico Pricing Developments

Ryan Ouwerkerk, Manager, Americas Natural Gas Pricing, S&P Global Energy

  • Mexico gas methodology

  • Historical price trends

  • Mexico Gas Daily product

11 am

Lunch

11:30 am

Lunch Presentations begins

12 am

Natural Gas Market Update

John Hilfiker, Energy Analyst, North America Gas & Power Research, S&P Global Energy

  • Analysis of storage levels

  • Supply and demand fundamentals

  • Key price movements

12 pm

Break

12:10 pm

Breakout sessions begin, to be repeated 3 times each:

Session 1: Methodology 101

Eric Janssen, Senior Pricing Specialist, Natural Gas Pricing, S&P Global Energy

  • Description of daily and monthly methodology

  • Difference between Energy and ICE locations

  • Assessing in the absence of trades

Session 2: Methodology Evolution

Ryan Ouwerkerk, Manager, Americas Natural Gas Pricing, S&P Global Energy

Samer Mosis, Senior Pricing Specialist, Natural Gas Pricing, S&P Global Energy

  • Constraints on Tennessee, zone 6 200 leg

  • Potential new North Texas index

  • Permian pricing differentials

  • Northwest, south of Green River pricing

  • Proposal to include basis and spread trades

Session 3: Energy- ICE Natural Gas Indices

Mark Callahan, Director, Americas Generating Fuels and Power Pricing, S&P Global Energy

John Hilfiker, Energy Analyst, North America Gas & Power Research, S&P Global Energy

  • Why is it unique

  • Description of methodology

  • Historical performance

12:40 pm

Break

12:50 pm

Breakout sessions repeated

1:20 pm

Break

1:30 pm

Breakout sessions repeated

2 pm

Workshop ends

LNG Methodology Workshop – Laurel Room

11 am

Registration Opens

11:35 am

Welcome & Opening Remarks

Jonty Rushforth, Senior Director, Energy Price Group, S&P Global Energy

11:40 am

Overview of JKM

  • Price history

  • Methodology

  • MOC guidelines

12:25 pm

Overview of GCM

  • Price history

  • Market evolution

  • Potential participation

1 pm

End of Workshop

Agenda subject to change


TIME UNTIL EVENT