Petrochemicals – what will the next five years bring?
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- 08:00
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- 09:00
- Morning registration and coffee
- 09:00
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- 09:10
- Welcome and introduction by Argus
- 09:10
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- 09:40
- Keynote address: Macro, regulatory & geopolitical risks: the implications for energy commodity markets David Fyfe - Chief Economist, Argus
- Cyclical economic slow-down and the territories most at risk
- Tightening fuel specifications and constraints on global trade
- Key oil and gas market drivers for the 1-5 year horizon
- 09:40
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- 10:10
- North America shale oil and NGL production – projections through 2030 Steve Weber - Vice-President, Refining and Petrochemical Consulting, Argus
- Major US shale production regions (Bakken, Permian, Marcellus) and outlook for production
- Outlook for US natural gas liquids production and demand
- Canada – renewed emphasis on petrochemical development
- 10:10
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- 10:55
- US ethylene and propylene developments: Open access hubs and export terminal expansions Chris D'Anna - Senior Vice President, Petrochemicals, Enterprise Products
- US Gulf Coast ethylene and propylene pipeline and storage grid development
- Evolution of US pricing mechanisms with open storage and pipeline systems
- US ethylene and propylene export capabilities
- 10:55
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- 11:30
- Morning coffee and networking
- 11:30
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- 12:00
- Global ethylene supply and demand Jimmy Levine - Vice-President, Olefins, Argus
- When will margins bottom?
- How bad will it get?
- How long will the down cycle last?
- 12:00
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- 12:40
- Panel discussion: The impact of US exports of ethylene and derivatives on external markets - Argus
- How aggressive will US exporters be in order to secure outlets for their ethylene and PE in global markets?
- How will China react as it also brings on its own new capacity?
- What will be the impact on Europe and the Middle East?
Moderator:
Chuck Venezia, Senior Vice-President, Global Petrochemicals, Argus
Panellists:
Joe Duffy, Principal, Argus
Becky Zhang, Petrochemical Analyst, Argus
Jimmy Levine, Vice-President, Olefins, Argus
- 12:40
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- 13:40
- Networking lunch
- 13:40
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- 14:10
- Developments in Chinese petrochemicals – what are these meant for the world? Becky Zhang - Petrochemical Analyst, Argus
- The new wave of Chinese petrochemical expansions
- How are the expansions affecting supply/demand balance for selected chemicals (olefins/aromatics/methanol)?
- The change of China’s role in the selected chemical markets
- 14:10
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- 14:40
- China refining investments Tom Reed - Editor, Argus
- How is China’s addition of new refining capacity changing crude demand and trade flows?
- How are the new refineries affecting product trade?
- Assessing how alkylation and reforming units will affect demand for petrochemical feedstocks such as naphtha and butane?
- 14:40
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- 15:10
- European refining – the next challenges Francis Osborne - Head of Forecasting, Consulting, Argus
- How fast will the local market shrink?
- Forecasting regional imbalances
- Where will operators market surplus product?
- 15:10
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- 15:40
- Afternoon coffee and networking
Stream 1 - Olefins
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- 15:40
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- 16:10
- Propylene balance: The next five years Sarah Rae - Vice-President, Olefins and Derivatives, Argus
- Will growth keep pace with new capacity additions - particularly in Asia
- Refinery sourced propylene - the swing factor
- The potential impact of recycling on polypropylene usage
- 16:10
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- 16:40
- Plastic recycling – the impact and the opportunities Will Collins - Associate Editor, Argus
- How is the focus on sustainability impacting the polyolefin industry and what changes are being made?
- How are efforts to combat plastic waste expected to evolve?
- How will virgin polyolefin demand growth be affected in Europe and globally?
Stream 2 - Aromatics
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- 15:40
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- 16:10
- The paraxylene-benzene connection Chuck Venezia - Senior Vice-President, Global Petrochemicals, Argus
- 16:10
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- 16:40
- Styrene - the impending storm Andy Nicholson - Vice-President, Market Development, Petrochemicals, Argus
- Regional balances and trade flows
- Growth prospects and investment plans
- Pricing and profitability outlook
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- 16:40
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- 16:50
- Chairperson's closing remarks Andy Nicholson - Vice-President, Market Development, Petrochemicals Argus
- 16:50
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- Networking drinks
- 18:30
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- Close of conference