Argus Americas Crude Summit

• Examining global pandemic impacts and market recovery on crude and product trade flows
• When can we expect the market to bounce back to pre-covid levels?
• What regions and markets will drive oil demand as we move into 2022?
• Exploring the current internal agenda and crude strategies of Opec+ members
• How are production decisions shaping global crude trends and competition for supply?
• A look at existing sanctions and the impact on future trade relations

Speakers:

Virtual - David Fyfe, Chief Economist, Argus

Virtual - Helima Croft, Managing Director and Head of MENA Research, RBC Capital Markets 

The oil industry has been hit with low capital investment due to restraints from Wall Street in recent months. Hear from investors and financers on what they are looking for and how this lucrative business will kick-start with new capital investments

• Creating visibility on exploration and production levels
• What does the restricted funding from Wall Street mean for deploying future capital?
• Where are we seeing new permits being issued across North America for drilling?
• How has the increased discipline on capital impacted upstream growth?
• What are some of the main issues surrounding capex and the availability of funds?
• What are investors looking for and what are the risk and rewards involved?

Speakers:

Jason DeLorenzo, Managing Partner, EnCap Investments L.P
Tom McConnell, Business Development & Origination Lead, Gunvor USA LLC 
Ozzie Pagan, Head of Commodity Financing Americas, Macquarie Group   

• How are companies across the crude supply chain repositioning strategies to tackle decarbonization? 
• Achieving carbon-neutral goals through sustainable mechanisms
• What investments are being made in alternative energy and GHG emission reductions? 

Speakers:

Micheal Dunn, Executive Vice President and Chief Operation Officer, Williams
Sean Strawbridge, CEO, Port of Corpus Christi
Eric Rubenstein, Managing Partner, New Climate Ventures
Nasser Malik, Managing Director and the Head of Corporate Banking, Sustainability & Corporate Transitions, Citi

All eyes are on Canada as production grows, together with investments in infrastructure. Join this panel to explore the changing production and logistics landscape, what this means for the US and future export markets

• Understanding the prospects of the Canadian oil market, including production developments
• Could Canadian supply to the Gulf coast influence other trade flows?
• What is China’s appetite for Canadian crude and who will buy it?
• What is the government’s focus on climate change, CO2 and restrictions on oil sands?
  
  

Speakers:

Virtual - Colin Gruending, Executive Vice President and President of Liquids Pipelines, Enbridge

Naomi Esfahani, Senior Advisor, Market Fundamentals and Corporate Planning, MEG Energy

• Which new frontiers are boosting production and supply in the region? 
• How much new supply should we expect from Brazil, Colombia and other regions? 
• How have crude exports from Latin America evolved throughout 2021 and what might we expect as we move into 2022? 
• Where are future demand markets for Latin America crude and will the US and Asia Pacific continue to drive the export market? 

Speakers:

Virtual - Alipio Ferreira, Executive Manager, Global Trading, Petrobras 
Virtual - Pedro Manrique, Commercial & Marketing Vice President, Ecopetrol  

• How are energy majors navigating and investing in the energy transition?
• As the industry progresses throughout the transition, how will the sector manage market volatility?
• What impact will the transition have on traditional fuels demand and how is the sector investing in alternative fuel sources?

Speaker:

Colin Parfitt, Vice President Midstream, Chevron

• What is the future of traditional gasoline and diesel demand and how has oil price recovery impacted the market?  
• How will alternative road fuels evolve and what impact will this have on crude demand?  
• How are refineries repositioning to meet increasing demand for alternative fuel sources and lower emissions?  
• Crude to chemicals – with chemical growth continuing to climb, how will end markets compete for crude feedstock supply? 

Horace Hobbs, Executive Advisor, Pearson, Adair & Co. 
Joseph Israel, President & CEO, Par Petroleum

• How is the refining landscape changing in China due to government planning?
• What is the behavior of Chinese, South Korean and Indian refineries – are they shifting their focus?
• What impact will the energy transition have on Asia’s refineries and future demand?
• How is Asian crude and products demand developing and will the region continue to drive markets?

Speakers:

Mitsuyasu Kawaguchi, General Manager for Crude and Tankers, Cosmo Oil
Kashinath Shanbhag, Head of Crude Oil & LNG Trading, Nayara Energy
Tom Reed, Vice President China, Crude and Products Editorial, Argus

*This session is pre-recorded 

• What are the fundamental changes in how crude oil is priced around the world?
• Understanding what makes for a good transparent market with reduced risk
• How has market unpredictability impacted oil prices?
• How are the crude markets evolving/developing for Brent? For WTI on the US Gulf Coast? For Middle Eastern sour grades?
• How is the UAE developing as a commodity trading hub?

Speakers:

Mike Wittner, Director, Head of Oil Market Research, ICE
Peter Keavey, Managing Director, Global Head-Energy Products, CME Group
Euan Craik, President, Petroleum, Argus

• Will production catch up to surplus pipeline capacity in 3-5 years? 
• How has the cancellation of several major pipeline projects impacted pipeline operators?  
• How have pipeline reversals impacted capacity and what might we see in the future?  
• Will we see future merger activity and what impact will this have on future capacity?  

Speaker:

Virtual - Bevin Wirzba, Executive Vice-President, Strategy and Corporate Development and President, Liquids Pipelines, TC Energy

• Freight and tankers – where are they going and what is the impact on crude trade? 
• Understanding how freight is impacting global arbitrages 
• What’s the impact of the energy transition on the freight market and how might this impact traditional marine fuel demand?  
  
   

Speakers:

Virtual - Andrea Olivi, Global Head of Wet Freight, Trafigura 
Virtual - Mikkel Seidelin, Director Chartering & Freight Trading, Teekay Tankers
Conor Stone, Product Specialist, Vortexa
Virtual - Alex Younevitch, Head of Freight, Argus

• How have crude exports from the US Gulf Coast evolved and what might we expect in 2022?  
• Where is crude supply headed and what regions will drive global demand in the short and long term?  
• How are the various ports and terminals evolving to accommodate new export capacity and what projects are coming online?  
• How are VLCC options shifting the supply chain and opening new trade flows? 

Speakers

Adam Arthur, EVP U.S. & International Crude Oil and Canada, Energy Transfer
Matt Smith, Lead Oil Analyst, KPLER
George Millas, Chief Commercial Officer, EPIC Midstream

• How will oil majors need to position themselves to stay competitive in the future? 
• The importance of the oil industry and why it is here to stay 
• What are the next steps for the industry?