11 6月 - 12 6月 2020
London, UK

Argus European LPG and Petrochemical Feedstocks

  • 08:00
  • -
  • 13:00
  • Competing fuels: How are natural gas and crude trends affecting LPG?
  • 08:00
  • -
  • 09:20
  • Workshop registration and networking
  • 09:20
  • -
  • 09:30
  • Chairman’s opening remarks and antitrust reminder
  • 09:30
  • -
  • 10:00
  • The current state of the global crude market and the major risks bringing volatility to the industry Francis Osborne - Head of Forecasting, Argus
  • What’s been happening in crude markets – OPEC cuts, IMO, Libya, Venezuela, etc
  • Argus’ crude price forecasting methodology
  • Crude price outlook to 2030
  • 10:00
  • -
  • 10:30
  • Supply and demand outlook for LPG with a focus on natural gas developments Kristen Mueller - Principal, Consulting Services, Argus
  • Outlook for LPG price
  • How LPG price affects demand in different sectors
  • 10:30
  • -
  • 10:45
  • Questions and answers
  • 11:05
  • -
  • 11:35
  • How pricing of feedstocks affects buying decisions in the petchems sector Joe Duffy - Principal, Petrochemicals Consulting, EAME, Argus
  • 11:35
  • -
  • 11:50
  • Questions and answers
  • 11:50
  • -
  • 12:00
  • Chairman’s closing remarks
  • 12:00
  • -
  • 13:00
  • Networking lunch
  • 12:30
  • -
  • 13:00
  • Registration and networking
  • 13:00
  • -
  • 13:10
  • Chairman’s opening remarks and antitrust reminder
  • 13:10
  • -
  • 13:40
  • Guest address — Global economy, trade wars and implications for energy markets Dr Carole Nakhle - Chief Executive Officer, Crystol Energy
  • The deep linkages between global economy, trade flows and oil markets
  • Fundamental changes in oil markets
  • Short, mid and long-term outlook
  • 13:40
  • -
  • 14:40
  • Strategic leaders’ discussion: The geopolitics of Oil and LPG – Trade disputes, sanctions and changing trade flows UGI International, Forbes, Crystol Energy, Argus & WLPGA

 

Session moderator: David Fyfe, Chief Economist, Argus 

Panel discussion participants:

  • Dr Carole Nakhle, Chief Executive Officer, Crystol Energy
  • Olivier Cauvin, Director of Supply and Wholesale, UGI International 
  • Gaurav Sharma, Market Columnist, Commodities, Oil and Gas, and Energy, Forbes 
  • Michael Kelly, Chief Advocacy Officer and Deputy Managing Director, WLPGA
  • 14:40
  • -
  • 15:00
  • Investing in the oil sector Christof Rühl - Senior Research Scholar at Center on Global Energy Policy, Columbia University
  • What are the key drivers for investors?
  • What risks does the new environment pose when investing in the oil sector?
  • How might this impact commodity demand?
  • 15:00
  • -
  • 15:30
  • Coffee and refreshments
 
  • 15:30
  • -
  • 16:00
  • The US petrochemical market status. Opportunities for market players
  • Movements in US propane, ethane and butanes
  • Exploring new methodologies for the US LPG market
  • EIA’s improved representation of the petrochemical industry in long-term projections
  • 16:00
  • -
  • 16:40
  • Strategic leaders’ discussion: LPG market in Europe — Lucrative opportunities and challenges UGI International, Ipragaz & Gaspeco

 

Session moderator: Michael Kelly, Chief Advocacy Officer and Deputy Managing Director, WLPGA

Topics to be addressed include:

  • Assessing supply, domestic demand and trade flows
  • Consistent supply of LPG — transportation and storage across the region
  • What lessons can be learned?
  • What are the main concerns for market participants at this point?
  • Is a global or local approach more likely to provide opportunities?
  • Where do most of the lucrative opportunities lie?

Session panelists: 

  • Olivier Cauvin, Director of Supply and Wholesale, UGI International
  • Can (Jan) Toydemir, Operations Director, Ipragaz
  • Marian Manescu, General Manager, Gaspeco
  • 16:40
  • -
  • 17:00
  • Decarbonisation and renewable LPG – What are the obstacles left and the lessons learned from the early movers? Eric Johnson - Managing Director, Atlantic Consulting
  • Decarbonisation regulations for LPG are mostly indirect
  • Obstacles: technical, economic, regulatory
  • Finding RLPG: climb every mountain
  • 17:00
  • -
  • 17:20
  • A spotlight on Russia: Global LPG producer – Strategies and LPG market changes
 
  • 17:20
  • -
  • 17:40
  • A spotlight on Mediterranean (north Africa): LPG market status. Opportunities for market players
  • What are the latest trends in the Mediterranean (north Africa) LPG market?
  • How are trade flows changing?
  • What are the opportunities for market players?
  • 17:40
  • -
  • 17:50
  • Chairman’s closing remarks; close of day one

  • 17:50
  • -
  • 20:00
  • Evening networking cocktail reception
  • 08:20
  • -
  • 09:20
  • Morning registration and networking
  • 09:20
  • -
  • 09:30
  • Chairman’s opening remarks and antitrust reminder
  • 09:30
  • -
  • 10:15
  • Panel discussion: LPG shipping and freight market development Avance Gas, Clarksons & Argus


Topics to be addressed include:

  • Will there be enough vessels? 
  • Will there be too many? 
  • Will terminal capacity become a hindrance to global trade? 
  • How will freight costs be affected?
  • Assessing the 2030 C02 regulations. What do they mean for the shipping sector?

Panel discussion participants:

  • Ulrik Andersen, Chief Executive Officer, Avance Gas
  • Nicola Williams, Director, Clarksons
  • Senior representative, Argus
  • 10:15
  • -
  • 10:45
  • Shifting LPG flows – Tracking changes at speed and scale Jay Maroo - Senior Market Analyst, Vortexa

 

  • An overview of LPG trade using tracking data and analytics
  • Diversions and disruptions – tracking sudden market events
  • An overview of LPG flows within the wider light ends complex
  • 10:45
  • -
  • 11:10
  • Morning break and knowledge cafés
Knowledge café: Grab a coffee and join a table of your choice to share ideas and network with fellow industry professionals.

Table one – European LPG storage and logistics market
Leader: René Loozen, Consultancy Director, Insights Global 

Table two – IMO 2020 compliance option: LPG for bunker fuel – How can the LPG industry accelerate the take-up?
Leader: tbc

Table three – LPG for power generation
Leader: 
tbc

Table four- A spotlight on India: LPG hedging to manage cost– Delving into LPG demand in the residential and petrochemical sectors and assessing lucrative opportunities
Leader: Chandra Dev Singh, Head of Derivatives, Risk Management, International Trade, Bharat Petroleum Corporation
  • 11:10
  • -
  • 11:15
  • Round-table leader conclusions
 
  • 11:15
  • -
  • 11:45
  • A spotlight presentation on supply chain 4.0: The next-generation digital supply chain
 
  • 11:45
  • -
  • 12:30
  • Onstage interviews – Supply chain and digital innovation: What can the LPG sector learn and what is being applied?

Interviewees:

  • Nick Quintong, Chief Executive and Co-Founder, PayGo Energy 
  • Additional participants to be announced soon
 
  • 12:30
  • -
  • 13:30
  • Networking lunch
 
  • 13:30
  • -
  • 14:00
  • Matching oversupply outlook against demand growth in China, India, Bangladesh and emerging Asia-Pacific economies David Appleton - Business Development Executive, Argus
- US exports and supply growth outlook
- Short terms trends in European supply and import prospects
- Regulatory change in light of IMO 2020 
- Freight supply outlook
  • 14:00
  • -
  • 14:30
  • A spotlight on China: Exploring growth in the region and petrochemical demand coming on line Joe Zhao - General Manager, Chemical Feedstock Business Unit, Industrial Resources Unit, Sinochem International Corporation
  • Examining demand and growth expectations due to new PDH capacity in China
  • How is the Chinese-US trade dispute affecting trade flows and tariffs?
  • Assessing the trading landscape and current freight
  • 14:30
  • -
  • 15:00
  • A spotlight on Japan: Assessing demand for LPG in Japan – Future prospects in the power generation and petrochemical sectors
  • 15:00
  • -
  • 15:30
  • A spotlight on India: LPG hedging to manage cost– Delving into LPG demand in the residential and petrochemical sectors and assessing lucrative opportunities Chandra Dev Singh - Head of Derivatives, Risk Management, International Trade, Bharat Petroleum Corporation
  • Investments and initiatives to improve LPG penetration
  • Petrochemical feedstock demand opportunities
  • 15:30
  • -
  • 15:45
  • Chairman’s closing remarks; close of the Argus European LPG and Petrochemical Feedstocks conference