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Argus Rio Crude Conference 2016

Monday, May 9, 2016
16:30
Registration Opens
17:00 - 18:00
Registration and Opening Cocktail Reception
Tuesday, May 10, 2016
07:30 - 09:00 Registration and Continental Breakfast
09:00 - 09:30




Keynote
  • What are the opportunities for investing in Latin America? How are oil companies adapting to the new reality of low crude prices? What strategies are traders using to manage risk?
Mike Muller, VP Crude Trading & Supply, Shell Trading
09:30 - 10:45

Session 1: Global Oil Markets – Pricing, Trade Flows and Geopolitics 

  • Geopolitics relations: Opec’s strategy to defend market share over price seems to be working but a supply and demand balance still may be a long way off. What influence might Opec exercise on oil prices this year? What are the inner conflicts  among Opec’s members and between Opec and non-Opec producers? How is lifting of sanctions on Iran impacting crude markets? What is happening to oil production and demand within Saudi Arabia? How could ISIS and political instability in the Middle East impact supply? What other global forces could impact trade flows this year?
  • The new world oil market: What is the likely path to rebalancing the world oil market? What is the outlook for supply and demand for the 2016-2020 period under the current scenario of low prices? What might the future hold for unconventional crude production?
  • Pricing analysis: How are low prices and US shale production changing the way crude is priced in the US and Latin America?

Speakers:
Christopher Louney, Commodity Strategist, RBC Capital Markets
Nathan Frisbee, Senior Analyst, Global Energy Economics, International Energy Agency
Euan Craik, Chief Executive Officer, Americas, Argus

10:45 - 11:15
Coffee Break and Exhibits
11:15 - 12:15

Session 2: Brazil - Surviving Amid Lower Crude Prices and Political Changes

  • Independent producer's perspective: What challenges do Brazil's independent producers face and what are their strategies to overcome the hurdles brought by lower crude prices and regulatory changes?
  • Pre-salt contracts: What are the medium to long-term perspectives of the Brazilian pre-salt amid lower crude prices and increasing competition from other international oil plays?

Speakers:
Renato Bertani, Chief Executive Officer, Barra Energia, Brazil
Edson Nakagawa, Technical and Audit Director, PPSA

12:15 – 12:45

Case Study: Investment in Latin America in a Low Priced Environment 

  • Analysis of the reduction of investments (capex cuts) in the E&P sector 
  • Signals companies are using to make their long-term oil project investment decisions

Speaker:
Felipe dos Santos, Equity Research Vice President, Latin America, JP Morgan

12:45 - 14:30
Lunch
14:30 - 16:30

Breakout Session: Latin American Logistics

  • Overview of existing infrastructure: What technologies are available to maximize efficiencies in the Southern cone?
  • Port development in Latin America and feasibility of new projects: How can port projects contribute to the success of doing business in the oil and gas industry? What role does a port play in the overall value chain and how can this be applied to Latin American logistics?
  • FPSO growth in Brazil: What are the plans for growth moving forward? How has the corruption scandal impacted new development?

Speakers:
Decio Oddone, Director of Projects Oil and Gas, Prumo Logística 
José Maria de Novaes
, Chief Executive Officer, Porto Central
Adrian Lara, Senior Upstream Analyst - Americas, GlobalData Energy
16:30 - 18:30 Cocktail Reception
Wednesday, May 11, 2016
07:30 - 09:00
Continental Breakfast and Exhibits 
09:00 - 11:15

Session 3: Latin America's Battle for Market Share 

  • Outlook for Latin American production: What are the production levels from major Latin American producing regions? What are their break-even costs and how are they positioned to operate in a low crude price environment?  What is the outlook on financial trade flow dynamics?
  • Implementation of the Mexican energy reform: Key stages and lessons learned 
  • Bidding rounds: What are the opportunities for foreign investment in Brazil's upstream sector?
  • North American heavy supply and demand: What is the outlook for Canadian heavy production and how does Canadian crude compete with Latin American barrels? What trends are we seeing in US refiner's crude demand and what are the opportunities for Latin American supply?

Speakers:
Aakash Doshi, Director, Citi 
Alvaro Efrain Téllez Rangel, Mexican Energy Expert, Consultant, Former Director of CRE
Helder Queiroz,
former ANP director and professor at the Federal University of Rio de Janeiro’s Institute of Economics
Naomi Esfahani, Market Analysis & Research, Suncor Energy Marketing Inc.

11:15 - 11:45 Coffee Break and Exhibits
11:45 - 13:00

Session 4: Crude Demand and Outlook for Refined Products  

  • Latin American product demand: What is the potential for Latin America's refining sector and demand for Latin American crude?
  • India's demand potential: India's oil consumption is growing at its fastest rate in 10 years as the economy shows signs of a turnaround. The energy ministry has raised its oil demand growth forecast for the 2015-16 fiscal year to 31 March to almost 7 pc this year. India’s oil demand is expected to grow faster than that of any other country in the next 15 years. What are the opportunities for Latin American crude?
  • Challenges for Asian refiners: What are the challenges for meeting India's demand? What are the practical considerations and potential strategies for oil producers? What is Essar Oil's position for taking Latin American supply?
  • Chinese appetite for Latin American crude: How has the slowdown of China's economy impacted its crude demand? How might exports of US crude into China impact trade flows? How do Latin American barrels fit into China's supply plans?

Speakers:
Mauri LappinenIndependent Consultant on Global Crude, Refining & Lubes
R. Sudhakara Rao, Executive Director of Refinery Finance, Hindustan Petroleum Corp. Ltd.
Ann Rapheal, GM - Crude Oil Trading, Essar Oil Limited 
Virendra Chauhan, Oil Analyst, Energy Aspects

 13:00 - 15:00
 Closing Lunch


Simultaneous translation

Simultaneous translation in Spanish and Portuguese will be available onsite throughout the event

Shell

Gold Sponsor

Petrobras

Silver Sponsors

  Prumo

Thomson Reuters

Bronze Sponsor

Porto Central


globalview
IIR

AmCham Brasil

ANP


FGV Energy



Firjan




ONIP

SEDEI

Supporting Partners

Cámara Boliviana de Hidrocarburos y Energía (CBHE)

  TN petroleo

Voices of Leaders

World Oils 150

GTR