06 октября 2019
Berlin, Germany

Argus Olefins and Aromatics European Seminar

Petrochemicals – what will the next five years bring?

Start End
  • 08:00
  • -
  • 09:00
  • Morning registration and coffee
  • 09:00
  • -
  • 09:10
  • Welcome and introduction by Argus
  • 09:10
  • -
  • 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
  • -
  • 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
  • -
  • 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
  • -
  • 11:30
  • Morning coffee and networking
  • 11:30
  • -
  • 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
  • -
  • 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

  • 12:40
  • -
  • 13:40
  • Networking lunch
  • 13:40
  • -
  • 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
  • -
  • 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
  • -
  • 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
  • -
  • 15:40
  • Afternoon coffee and networking

Stream 1 - Olefins

Start End
  • 15:40
  • -
  • 16:10
  • Recycling of Polymers – threat or opportunity? Will Collins - Senior Reporter, Polymers, Europe, 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?
  • 16:10
  • -
  • 16:40
  • 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

Stream 2 - Aromatics

Start End
  • 15:40
  • -
  • 16:10
  • The paraxylene-benzene connection Chuck Venezia - Senior Vice-President, Global Petrochemicals, Argus
 
  • 15:30
  • -
  • 16:00
  • 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

Start End
  • 16:00
  • -
  • 16:10
  • Chairperson's closing remarks
  • 16:10
  • -
  • 17:30
  • Networking drinks
  • 17:30
  • -
  • Close of conference