5th Annual Asia Chemical Conference

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Wednesday, Nov 01, 2017

    • 9:00 amTraining Workshops

Thursday, Nov 02, 2017

    • 8:00 amRegistration and Welcome Refreshments
    • 9:00 amWelcome Remarks

      Tony Potter, Vice President, Business Development, APAC, Oil, Mid-Downstream and Chemicals (OMDC), IHS Markit; Simon Garmston, Global Director, Acrylonitrile, IHS Markit

    • Session 1: Economic and Industry Outlook

      Moderator: Tony Potter, Vice President, Business Development, APAC, Oil, Mid-Downstream and Chemicals (OMDC), IHS Markit

    • 9:10 amEconomic Prospects and Mega trends in the Asia Chemical Industry

      Tony Potter, Vice President, Business Development, APAC, Oil, Mid-Downstream and Chemicals (OMDC), IHS Markit

    • 9:25 amToday's Oil Market: What Does the Future Hold?

      Victor Shum, Vice President, Energy, IHS Markit

      OPEC and Russia's initial agreement in November 2016 to limit crude production took nearly a year to be realized. Compliance with the agreement during first half 2017 has been remarkably high, with little apparent cheating and the agreement has now been extended through first quarter 2018. In the meantime, the rapid recovery in US tight oil production continues and US barrels are now competing in the same international markets with OPEC and Russia. Some within OPEC and Russia might reasonably ask: what has been gained for all the effort?

      The decision made in October 2016 by the International Maritime Organization to implement global bunker fuel sulfur specification reduction in 2020 will cause an industry scramble. With limited alternative markets to clear the displaced high sulfur fuel oil, the regulation will create much turmoil for investment and strategic plans in both refining and shipping industries. How will the implementation of global low sulfur bunker fuel impact refining margins and supplies of refined products including petrochemical feedstocks?

    • 9:50 amState of the Global Chemical Industry

      Mark Eramo, Vice President, Global Business Development, Oil, Mid-Downstream and Chemicals (OMDC), IHS Markit

    • 10:20 amPanel/Q and A
    • 10:35 amBreak
    • Session 2: Economic and Industry Outlook

      Moderator: Mark Eramo, Vice President, Global Business Development, Oil, Mid-Downstream and Chemicals (OMDC), IHS Markit

    • 11:05 amOpportunities for Chemicals in Asia

      Damian Chan, Executive Director, Energy and Chemicals, Economic Development Board Singapore

    • 11:30 amChina Under Transformation

      Paul Pang, Vice President, Business Development, China, Oil, Mid-Downstream and Chemicals (OMDC), IHS Markit

      This presentation will outline China's macro economy and the growth prospects of chemical industry. On the macro view, the impact on the chemical industry from economic shifts, changes in governmental policy, emergence of private companies, competition from low cost import will be analysed. On the industry level, on-going buildup in conventional petrochemicals and unconventional chemicals including coal-to-chemicals, methanol-based MTO, PDH, and coal-to-MEG, their economic viability, as well as demand growth outlook will be covered. It will also dicuss the impact and opportunities from China's prevalent clean act, Made-in-China 2025, and the trend of overseas expansion.

    • 11:55 amRising Stars of Asia: ASEAN and India

      Tony Potter, Vice President, Business Development, APAC, Oil, Mid-Downstream and Chemicals (OMDC), IHS Markit

    • 12:20 pmPanel/Q and A
    • 12:35 pmNetworking Lunch/Meet the Experts
    • Parallel Breakout Sessions
    • Breakout 1: Olefins and Derivatives

      Moderator: Paul Pang, Vice President, Business Development, China, Oil, Mid-Downstream and Chemicals (OMDC), IHS Markit

    • 2:00 pmPropylene: Growing Global On-Purpose Production

      Jinsu Yim, Director, Asia Olefins, IHS Markit

      Will LPG prices favor PDH players?

      Will methanol-to-propylene and methanol-to-olefin processes continue to grow in China?

      Which process has the most competitive cash cost?

    • 2:30 pmGlobal Ethylene: Focus on Asia

      Steve Lewandowski, Vice President, Olefins, IHS Markit

      What is the latest news on plant startups? What derivatives will lead or follow? What will the wave of new capacity startups do to steam cracker margins?

      Meanwhile, there has been a lot of volatility in Asia but as margins and prices remain strong, interest in cracker projects could be rekindled. Does this mean another wave of ethylene capacity is in the works? What does it take to encourage the next wave of cracker investment in Asia?

    • 3:00 pmProspects for C4s and Elastomers

      Anthony Song, Director, Asia C4s and Elastomers, IHS Markit

    • 3:30 pmPanel/Q and A
    • 3:45 pmNetworking Break

      Moderator: Steve Lewandowski, Vice President, Olefins, IHS Markit

    • 4:15 pmGlobal PE Business – Is It Time to Plan for Capacity Expansion During the Next Decade?

      Utpal Sheth, Executive Director, Plastics, IHS Markit

      The integrated PE producers in Asia have earned record profits during the past three years in the low oil price environment. However, there has been a lot of apprehension among the regional producers to expand capacity. The huge new capacity growth in the US and plans to build more PE plants in North America is holding back Asian companies from taking the final investment decision. This presentation will review the Global PE Business Outlook and evaluate investment opportunities.

    • 4:45 pmGlobal PP Market Review – 20 Things You Need to Know Today!

      JP Nah, Director, Polyolefins, IHS Markit

      The PP market dynamics are changing in a rapid pace and it is important for market players to keep up with the changes and know what are the implications on their business. In this presentation, we will examine what are the key factors that have evolved in the last five years and how does it impact your business over the next five years. We will be touching on the influence of global PP supply and demand changes, impact on trade flow and market competitive environment on the product. With this presentation, it will provide you with a deeper understanding on the current market situation and prepare you for the exciting market ahead.

    • 5:15 pmPanel/Q and A
    • 5:30 pmDay One Concludes
    • 5:30 pmNetworking Cocktails
    • 7:30 pmCocktails End
    • Breakout 2: Aromatics and Derivatives

      Moderator: Tony Potter, Vice President, Business Development, APAC, Oil, Mid-Downstream and Chemicals (OMDC), IHS Markit

    • 2:00 pmPara-xylene Update

      Duncan Clark, Vice President, Aromatics & Fibres, IHS Markit

    • 2:30 pmPTA and Polyester Market Outlook

      Ashish Pujari, Senior Director – Aromatics, IHS Markit

    • 3:00 pmBenzene: The Game has Changed and One More Big Round to Come

      Omi Tatsuo, Director, Aromatics Market Services, IHS Markit

      In 2017, the world biggest benzene import country has been shifting from United States to China with high derivatives production in China. After 2020, the benzene game might see further serious change in line with new mega refineries and para-xylene plants in China.

    • 3:30 pmPanel/ Q and A
    • 3:45 pmNetworking Break

      Moderator: Tony Potter, Vice President, Business Development, APAC, Oil, Mid-Downstream and Chemicals (OMDC), IHS Markit

    • 4:15 pmStyrene & Styrenics Polymers Market Outlook : The Golden Days Are Here but Can It Be Sustained?

      Brian Lee, Director – Asian Aromatics, IHS Markit

      The Asian styrene market has emerged stronger from painful consolidations in the last decade. The industry is set to see steady demand growth for styrenics polymers but other threats could be looming on the horizon. The objective of this presentation is to examine the impact of new styrene investments and implication of trade wars on margins and trade flows.

    • 4:45 pmCumene, Phenol & Acetone Markets : Is Still Stuck In A Rut! When Will It End?

      Brian Lee, Director – Asian Aromatics, IHS Markit

      Phenol/Acetone markets have been struggling for years amid continuous capacity additions and tepid demand growth yet more new capacities will come on stream next year. This presentation explores the breakthrough like new demand from Nylon-KA oil due to the trend of phenol substituting for cyclohexane. Can this be the answer to the woes of the industry?

    • 5:15 pmQ and A
    • 5:30 pmDay One Concludes
    • 5:30 pmNetworking Cocktails
    • 7:30 pmCocktails End

Friday, Nov 03, 2017

    • 8:30 amMorning Refreshments

      The Acrylonitrile, Derivatives & Fibres Conference takes place concurrently in the next room. You are welcome to attend any of the sessions. Visit the agenda.

    • Breakout 1: Olefins and Derivatives

      This session takes place in parallel with the Aromatics and Derivatives session.

    • 8:55 amOpening Remarks

      Moderator: Mark Eramo, Vice President, Global Business Development, Oil, Mid-Downstream and Chemicals (OMDC), IHS Markit

    • 9:00 amNGL Markets in Asia – Ethane and LPG

      Yanyu He, Director, NGLs Research, IHS Markit

      • US shale development continues to drive NGL exports
      • Asia demand is key to maintaining the global LPG supply and demand balance, and thereby supporting LPG prices
      • US to Asia ethane trade presents both opportunities and risks
    • 9:35 amMethanol Market Updates

      Leshan Hou, Associate Director, IHS Markit

      Asia methanol market methodology, particularly about China, how inland market interact with coastal market. China existed and new MTO projects updated, new methanol application such as methanol to aromatics and methanol to MEG and their prospect.

    • 10:10 amOverview of Acrylic Acid, Acrylates and SAP

      Mike Park, Associate Director, Asia Acrylates & SAP, IHS Markit

      • Global market overview of acrylic acid, acrylates and SAP
      • Chinese butyl acrylate market forecast and global implication
      • Trends in SAP industry and key success factors for the future
    • 10:45 amNetworking Break

      Moderator: Ashish Pujari, Senior Director – Aromatics, IHS Markit

    • 11:15 amDevelopments in the Vinyl Chain: EDC, VCM and PVC

      Kyle Choi, Associate Director, Asia Chlor-Alkali/Vinyls, IHS Markit

      • Fluctuating appetite for merchant EDC in the Asian market
      • Asia VCM market fundamental changes as self-sufficiency rises in SEA
      • Persisting high dependence of PVC on India and China
    • 11:50 amProspects for Ethylene Glycol

      Duncan Clark, Vice President Aromatics & Fibres, IHS Markit

    • 12:25 pmNetworking Lunch
    • 2:00 pmConference Ends
    • Breakout 2: Aromatics and Derivatives

      This session takes place in parallel with the Olefins and Derivatives session.

    • 8:55 amOpening Remarks

      Moderator: Duncan Clark, Vice President Aromatics & Fibres, IHS Markit

    • 9:00 amAromatics Feedstocks Outlook : Naphtha and Octane

      Premasish Das, Director, Research & Analysis, IHS Markit

    • 9:35 amNylon Intermediates

      Meiko Wu, Director, Fibres, IHS Markit

    • 10:10 amChina Aromatics Outlook: A Review of Mega Projects in the Pipeline

      Alan Lu, Director, Aromatics, IHS Markit

      A wave of new refinery petrochemical integrated complexes and steam cracker projects have been announced in China, and some of them are developing at aggressive pace. Although there is still of great uncertainty in terms of the feasibility and the timing schedule for many of these planned projects, it is definitely clear that the capacity additions in China will be accelerating substantially over the forecast period and consequently exert significant influence on the regional and global supply demand balance and trade flow. This presentation will review and discuss the current status of the project development and the outlook of the market fundamentals on benzene, toluene and styrene monomer chains in China.

    • 10:45 amNetworking Break

      Moderator: Sok Peng Chua, Senior Manager, IHS Markit

    • 11:15 amHedging Tools and Risk Mitigation in Aromatics

      Peter Taylor, Division Director, Macquarie Group

    • 11:50 amPanel Discussion: Market Dynamics of Aromatics Pricing

      Moderator: Sok Peng Chua, Senior Manager, IHS Markit

      • Kenneth Ng, Director of Commodities Specialists, SGX
      • Jiwon Chung, Managing Director, Asia, OPIS
      • Nick Croom, Executive Director, Morgan Stanley Capital Group
      • Kun Qin, Marketing & Business Planning, Sumitomo Chemical Asia
    • 12:25 pmNetworking Lunch
    • 2:00 pmConference Ends

*Agenda subject to change

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