WEBINAR: WHAT DOES ELECTRIFICATION MEAN FOR METALS?

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November 21, 2018
4:15 pm – 5 pm SGT

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Online

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S&P Global Platts

What does electrification mean for metals?

Over four million electric vehicles (EVs) have been sold globally by end of September and the time to sell a million EVs is shortening – from 5 years to 6 months within 7 years. In 2017, EV sales stood at about 1.4 million – almost half of the units were sold in China. This year, people expect China EV sales to double last year. In the longer term, S&P Global Platts Analytics foresee 50 million EVs sold by 2040, and market share to grow from less 5% to 60% in the same period, in China, US and Europe.

The rapid growth brings more attention on strong upside potential for battery raw materials, as battery costs make up a large part of the total cost of an EV, about 42%. Within it, cathode accounts for 60% battery cost. Lithium, cobalt and nickel account for 90% of cathode cost. A Tesla Model S would consume about 10 kg lithium and 12-15 kg cobalt.

Despite the escalating demand for metals, supply is taking off in the same time -- miners explore new projects, refiners expand capacity.

So, what does global electrification drive mean for commodities markets?

Join our 45-minute S&P Global Platts Webinar to find out.

This webinar brings together S&P Global Platts specialists from Singapore, Shanghai, London and New York, to discuss the implications of global electrification.




Speakers

Sebastian Lewis

Sebastian Lewis

Head of Content, Greater China
S&P Global Platts

Marcel Goldenberg

Marcel Goldenberg

Markets & Methodology Specialist, Metals
S&P Global Platts

Roman Kramarchuk

Roman Kramarchuk

Head of Energy Scenarios, Policy & Technology Analytics
S&P Global Platts

Joyce Zhang

Joyce Zhang

Associate Editor, Battery Metals
S&P Global Platts

Agenda

3:00pm

Registration & Networking

3:30pm

Welcome Address and Introductions

Ross McCracken, Managing Editor, Energy Economist

3:40pm

Spot LNG: a market in transition

  • 2015: The year of the tender
  • Liquidity and transparency – emerging trends
  • Changing demands: Increased flexibility
  • LNG derivatives: Platts JKM TM swaps & the need for effective hedging tools

Stephanie Wilson, Managing Editor, Asia LNG

4:10pm

Europe as a balancing point for cargoes

  • How Europe has reacted to increased supplies in LNG
  • How the market is pricing US LNG exports into the forward curve
  • LNG derivatives: JKM TM swaps and emerging trends in liquidity

Desmond Wong, Managing Editor, Europe LNG

4:30pm

Networking Break

5:00pm

Looking ahead: The next 5 years…Pricing and fundamentals outlook

  • A supply glut from Australia and the US and consequences for the market
  • Price Convergence: Henry Hub, NBP and their importance as price anchors for Platts JKM TM
  • Time for change: The prospects for gas-on-gas pricing in the LNG market

May Mannes, Head of Gas & LNG Analysis (Eclipse Energy Group, a unit of Platts)

5:30pm

Panel discussion

Ross McCracken, Managing Editor, Energy Economist

6:00pm

Conclusion

Agenda subject to change

TIME UNTIL EVENT


Speakers

Sebastian Lewis

Sebastian Lewis

Head of Content, Greater China, S&P Global Platts

Sebastian Lewis is based in S&P Global Platts Shanghai office. As Platts senior leader in Greater China, Sebastian oversees Platts analysis of China’s oil sector and is responsible providing insights and analysis around China’s interaction with the Global economy and commodity markets.

Prior to joining S&P Global Platts, Sebastian was Head of Research & Consulting Asia for Steel Business Briefing (SBB), which was acquired by S&P Global Platts in July 2011. Sebastian holds masters degrees from Edinburgh & Leeds universities & studied mandarin in Taiwan.


Marcel Goldenberg

Marcel Goldenberg

Markets & Methodology Specialist, Metals, S&P Global Platts

Marcel joined S&P Global Platts in 2015. He started off working on the pricing desks for gas and power as well as freight before spending two years on the London crude oil desk covering the Russian and West African markets. Since joining the metals team in a more strategic role at the end of 2017, Marcel has played a prominent role in shaping Platts battery metals coverage. Since then, the team has launched four new lithium assessments, produces a monthly battery metals podcast and has developed the very first -- and as yet only -- mobile app dedicated to battery metals news and pricing. Marcel gained an MSc in Energy, Trade and Finance from the Cass Business School in London after completing his undergraduate degree at the University of Leicester in Management Studies & Economics.


Roman Kramarchuk

Roman Kramarchuk

Head of Energy Scenarios, Policy & Technology Analytics, S&P Global Platts

Roman Kramarchuk leads efforts to understand and incorporate the implications of energy policy changes and technology advancements on market outlooks – with a special focus on emissions and clean energy (i.e. renewables, storage, EVs, etc.). He oversees the Scenario Planning Service – providing long term market views (including 2 degree scenarios) and assessments transformation - as well as the GHG and North American Environmental Markets Services - analyzing environmental markets & policies. Prior to joining PIRA, now part of S&P Global Platts, he was at the U.S. EPA, developing key regulations at the Clean Air Markets Division. With both PG&E NEG and PA Consulting / PHB Hagler Bailly, he evaluated strategies regarding power sector fuel choice and capital investments and advised on plant development/acquisition and asset valuation. Roman also worked on international projects to develop power markets and regulatory capacity in the former Soviet Union and India. At the Federal Reserve Board, Roman analyzed trends in industrial production. He has an M.P.P. from the Harvard Kennedy School and a B.A. in economics and B.S.E. in systems engineering from the University of Pennsylvania.


Joyce Zhang

Joyce Zhang

Associate Editor, Battery Metals, S&P Global Platts

Joyce is the associate editor at S&P Global Platts non-ferrous metals team, specializing in battery metals based in Singapore. She holds a dual Master’s degree in quantitative finance from Cass Business School and Singapore Management University. She was a scholar with a Bachelor’s degree in engineering from Nanyang Technological University.

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