S&P GLOBAL PLATTS ANALYTICS NEW YORK CLIENT SEMINAR

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October 4 - 5, 2018

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New York Hilton Midtown
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Complimentary
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S&P Global Platts

S&P Global Platts Analytics New York Client Seminar - 2018 | October 4 - 5, 2018

Please join us for our annual S&P Global Platts Analytics New York Client Seminar, October 4-5, 2018. This will be the 39th Annual Client Seminar in New York City.

Natural gas, NGL and crude oil production from the U.S. is shaking up the global energy markets. LNG exports are experiencing rapid growth, the power sector is in a period of transformation, oil prices continue to rise and the prospect of new tariffs, changing environmental policies, and a change in global economic health will lead to opportunities for the most educated and knowledgeable market players.

The 2018 S&P Global Platts Analytics New York Client Seminar keeps you updated and ready to capitalize on today’s changing markets with our most current market views and analysis.

Why attend:

  • Global oil market fundamentals and price forecasts

  • Deep dives into regional oil, gas and NGL markets

  • Outlooks for electricity, biofuels, coal and environmental markets

  • Five break-out sessions with multiple topical educational sessions to choose from

  • Interactive polling and audience engagements

  • Share your views and ask questions

  • Network with our specialists and your industry colleagues and peers

  • Access to the presentation slides

  • And more.

When: Thursday and Friday October 4-5, 2018

Where: New York Hilton Midtown

Who: S&P Global Platts Analytics Clients

Attendance is free for customers and you can coordinate registration via the primary contact at your company, which is available on your client profile page on our online platform. You may also contact us for assistance. Any registrations received from anyone outside of your organization’s key contact will be forwarded to that person for approval.

Get the latest insights into the global oil and U.S. energy markets. Sign up today by filling out the form on the right.

Not a client, or not sure if your company is on the invite list? Contact our team to learn more.


Agenda

Day 1 Thursday, October 4, 2018

S&P Global Platts Analytics New York Client Seminar

7:30 am

Check-In and Breakfast | Grand Ballroom East Foyer, 3rd Floor

8:30 am

Chairperson’s Welcoming Remarks | Grand Ballroom, 3rd Floor
Chris Midgley, Global Director of Analytics

Plenary

8:45 am

Opening Plenary Session: Global Oil Markets | Grand Ballroom, 3rd Floor

  • Setting the Stage - Chris Midgley

  • Supply – Shin Kim

  • Demand – Claudio Galimberti

  • Refining Margins – Richard Joswick

  • NGL – Jennifer Van Dinter

  • Discussion - Chris Midgley (Moderator)

9:50 am

Break

10:05 am

Opening Plenary Session Continued: Power & Gas | Grand Ballroom, 3rd Floor

  • U.S. Natural Gas Outlook – Rich Redash

  • LNG Outlook – Ira Joseph

  • Power and Policy – Roman Kramarchuk

  • Discussion - Ira Joseph (Moderator)

  • Joined by Dan Klein - Coal

11:05 am

Break

11:20 am

Breakout Session 1

North American Shale: Oil, Gas, and NGLs Rising to Dominance
Rene Santos; Jennifer Van Dinter; Caleb Kao; Catherine Joseph

Global LNG Overview: Convergence vs. Regional Dynamics
Frank Konertz; Madeline Jowdy; Josh Zwass; Daniel Klein

Near-Term North American Gas Balances and Henry Hub Price Risks
Rich Redash; Beth McKay; Kevin Sakofs; Luke Jackson

North American Power Market Outlook
Roman Kramarchuk; Morris Greenberg; Mana Ahuja; Travis Whalen; John Hilfiker

Global Oil Demand: Near-Term Historic Strength, Long Term Energy Transition Uncertainty
Claudio Galimberti; Mark Schwartz; Mark Mozur; Gary Eisen; Naing Oo

12:35 pm

Break

12:45 pm

Lunch & Fireside Chat with Gary Ross | Grand Ballroom, 3rd Floor

1:45 pm

Break

2:05 pm

Breakout Session 2

Non-Shale, Non-OPEC Oil Supply: Prospects for Growth
Shin Kim; Bill Fuller; Rene Santos; Connor Wilk; Matthew Andre

Regional Ripple Effects: Fallout from the Prolific Permian Basin and Other Key Issues
Anne Swedberg; Tyler Jubert; Eric Brooks; Luke Jackson

Renewables and Power Storage: Making Sense of the Potential
Jeff Berman; Dominic Watson; Felix Maire; Morris Greenberg

Macroeconomic Outlook: Will Protectionism END the Boom? Supply Chain Implications of the Potential “New Normal”
Claudio Galimberti; Mark Schwartz; Nobuo Tarui; Alan Struth

2020 Bunker Specification Changes: Major Disruption for Shipping, Refining and Oil Product Markets
Richard Joswick; Kenneth Bogden; Gary Greenstein

3:40 pm

Breakout Session 3

North American Crude Oil Balances and Price Differentials
Richard Joswick, Stephen Brink; Jenna Delaney; Lenny Rodriguez

Lessons Learned from the First Shale Decade: Regional NA Gas Trends & the Evolving Role of Power
Rich Redash; Shuya Li; Morris Greenberg; Teri Viswanath

OPEC: The New Strategy
Shin Kim; Mark Schwartz; Paul Sheldon; David Xu

Can Global Demand Keep Pace With Ever-Growing NGL Supplies?
Jennifer Van Dinter; Carolyn Bergner; Austin Rial; Robert Stier

Biofuels and Agriculture Outlook
Claudio Galimberti; Pete Meyer; Corey Lavinsky

5 pm

Cocktail Reception | Grand Ballroom, 3rd Floor

Day 2 Friday, October 5, 2018

S&P Global Platts Analytics New York Client Seminar

7:30 am

Breakfast | Petit Trainor, 3rd Floor | Sutton Foyer, 2nd Floor

8:45 am

Session 4 | Trainor Ballroom: Recap Day 1 | Long-Term Outlook, and Scenarios
Roman Kramarchuk; Mark Schwartz; Daniel Klein

10 am

Break

10:20 am

Breakout Session 5

Electric Vehicles Penetration: How Big? How Soon? Implications for Energy Sector
Roman Kramarchuk: Zane McDonald; Mark Mozur; Felix Maire

Global Demand for Olefins, Aromatics, and Polymers: Potential for a Market Imbalance
Jennifer Van Dinter; Robert Stier; Michael McCafferty

Gas, LNG and Power Dynamics in Mexico, the Americas
Anne Swedberg; Ross Wyeno; John Hilfiker; Madeline Jowdy

Global Refined Products and Crude Differentials
Richard Joswick; Claudio Galimberti; Gary Greenstein; David Zinamon; Joe Pezzino

Long-Term North American Power and Gas Scenarios
Mana Ahuja; Jeff Berman; Kieran Kemmerer; Joe Aldina

11:35 am

Break

12 pm

Breakout Session 6

Fuel Choice in Global Power: Plant Investments/Closures, Fuel Capacity Mix
Bruno Brunetti; Daniel Klein; Josh Zwass

How Much Room for North American LNG in Global Markets
Frank Konertz; Ross Wyeno; Madeline Jowdy

Regional Oil Products Output, Demand, and Flows |
Claudio Galimberti; Richard Joswick; Lenny Rodriguez

Gas, Power and Oil Policy Risks in the Age of Trump
Roman Kramarchuk; Dominic Watson, Paul Sheldon, Joe Aldina

1:15 pm

Conclusion

Agenda subject to change

TIME UNTIL EVENT