07 十一月 - 08 十一月 2023
瑞士,日内瓦

阿格斯全球原油会议—日内瓦

  • 9:00
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  • Doors open and registration
  • 10:00
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  • 10:05
  • Producer's address
  • 10:05
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  • 10:10
  • Argus welcome address
  • 10:10
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  • 10:45
  • Welcome keynote: the new oil playbook HE Haitham Al Ghais - Secretary General, OPEC
  • 10:45
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  • 11:15
  • Industry keynote interview: evolving market dynamics of oil in the age of energy transition
  • 11:15
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  • 12:00
  • Morning break
  • 12:00
  • -
  • 13:00
  • Managing the known unknowns: effects of geopolitics and macro-economic policy on the future of the oil markets - Standard Chartered, Trafigura, Gunvor


• What are the wider implications of the US debt crisis? Is there more economic uncertainty?
• How have geopolitics shaped new trade routes and created a parallel market in Asia
• Trade-flows from the West: exploring crude movements in LATAM and US

Moderated by: David Fyfe
, Chief Economist, Argus
Confirmed Speakers:
Paul Horsnell, Global Head of Commodities, Standard Chartered
Saad Rahim, Chief Economist, Trafigura
Frederic Lasserre, Global Head of Research and Analysis, Gunvor

  • 13:00
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  • 14:30
  • Lunch
  • 14:30
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  • 15:00
  • The new west order: Will WTI-Brent benchmarks set the global oil standard? - CME, ICE, Zenith, Surrey Energy Partners

• Long term implications of Midlands WTI’s inclusion in the Brent benchmark complex
• Where is real price discovery taking place today?
• Can Brent maintain its status as the global benchmark?

Moderated By: Euan Craik, Global Head of Oil, Argus


Confirmed Speakers:
Mike Wittner, Global Head of Oil Market Research, ICE
Senior Representative from CME
Kurt Chapman, Director, Zenith Energy
Adi Imsirovic, Director, Surrey Energy Partners


  • 15:00
  • -
  • 15:30
  • Outlook of US crude output and impacts on WTI-Brent Fireside chat - Chevron

  • Will US shale continue to its slow growth amid inflation concerns?
  • Does the new WTI-Brent basket make US Crude more competitive?
  • Looking further down the road: US crude past 2023

Moderated By:

Euan Craik, Global Head of Oil, Argus

Speakers Include:

Patti Leigh, VP- Crude Supply and Trading, Chevron

 

  • 15:30
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  • 16:00
  • Afternoon break
  • 16:00
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  • 16:45
  • The invisible hand: How are shareholders and asset managers steering the crude industry? What does this mean for the future of crude in Europe? - Morgan Stanley
  • What do ESG goals mean for shareholders and asset managers?
  • How are oil producers working with their shareholders to achieve their ESG goals
  • What are the implications of stricter ESG targets for the European crude market?

Moderated by: David Fyfe, Chief Economist, Argus

Speakers Include:

Martjin Rats, Managing Director- Equity Research, Morgan Stanley

  • 16:45
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  • 16:50
  • Closing remarks Euan Craik - Global Head of Oil, Argus
  • 16:50
  • -
  • 18:30
  • Argus welcome reception
  • 9:30
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  • Doors open and registration
  • 9:55
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  • 10:00
  • Argus opening address
  • 10:00
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  • 10:45
  • Filling the Russian supply gap: global supply options for Europe NNPC, EcoPetrol, Gunvor

• How has Europe’s import slate changed: will it be permanent?
• Who is best placed to supply Europe in the absence of Russia?
• Is Europe the obvious home for Latin America’s growing production?

Moderated By:

Euan Craik, Global Head of Oil, Argus

Confirmed Speakers:
Lawal Sade, Managing Director, NNPC
Juan Carlos Fonnegra, Global Head of Crude Trading and Marketing, EcoPetrol

  • 10:45
  • -
  • 11:15
  • European refining in the ‘20s: from disruption to transition - SARAS, IIR Energy

  • How have refiners adjusted to the lack of Russian Urals?
  • How have they adjusted to the increase in supply of US light sweet crude?
  • What do rising carbon costs mean for refiners?

 

Moderated by: Francis Osbourne, Head of Forecasting, Argus

Confirmed Speakers:

Marco Schiavetti, CCO, SARAS Trading

Hillary Stevenson, Director of Market Intelligence, IIR Energy

 

  • 11:15
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  • 11:45
  • Assessing Russia’s output: grey cargo and floating trade? Fireside chat - KPLER
• How has global trade been affected by increased Urals output
• Are we able to track and price Russian product efficiently?
• Implications of Russian oil supply on vessel availability and efficiency

Moderated By: Euan Craik, Global Head of Oil, Argus
Viktor Katona, Head of Crude Analysis, KPLER
  • 11:45
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  • 12:30
  • Morning break
  • 12:30
  • -
  • 13:15
  • An immovable force: is China set for boom or bust? - Vortexa
  • Looking into apparent demand in China and its effects on global trade
  • What does rising Chinese imports mean for Europe?
  • Materialising the Chinese boom: is China going to continue to destock?


Moderated by: Tom Reed
, VP, Argus

Speakers Include:

David Wech, Chief Economist, Vortexa

  • 13:15
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  • 13:30
  • Chairperson's closing remarks
  • 13:30
  • -
  • 14:30
  • Lunch
  • 14:00
  • -
  • End of conference