Join us on 9 September in Singapore at our upcoming forum, where we’ll explore the dynamic interplay of LPG, NGLs and major chemical value chains.
Experts from Dow Jones Energy will examine supply costs, demand price discovery and outlooks for oil, gas, energy transition, chemicals and more.
Raffles Hotel
Level 3, Palm Ballroom
1 Beach Road, Singapore 189673
(enter via Seah Street Entrance)
Wednesday, 9 September 2026
9:00 AM to 4:00 PM
Lunch and Coffee breaks are included
Don’t miss the opportunity to connect with our experts in person.
They’ll be available to share insights, answer your questions, and discuss the latest market developments in Singapore.
Price Assessments, Short- and Long-Term Outlooks, Analytics and Insights
This complimentary event will feature insightful discussions and networking opportunities.
Steve Lewandowski, Vice President & Head of Base Chemicals, Chemical Market Analytics by OPIS
This presentation takes a high-level view of how global oil and landscape may be reshaped beyond the immediate disruption caused by geopolitical events. We will assess how energy prices, policies and investment strategies could evolve as markets move from crisis response to a more durable reordering of energy dynamics.
Adrian Calcaneo, Vice President, Energy Markets & Feedstocks, Chemical Market Analytics by OPIS
The global energy balance is being quietly re-engineered. While crude oil and LNG continue to dominate the energy conversation, rapid growth in U.S. NGL production is creating a new set of trade flows, pricing relationships and feedstock economics—with Mont Belvieu increasingly sitting at the center of that transformation. U.S. shale growth, expanding Gulf Coast export infrastructure and deepening international arbitrage have connected the Texas NGL hub more directly than ever to buyers and petrochemical producers across Asia.
For Asian markets, the implications extend well beyond LPG pricing. Changing propane, butane and ethane availability increasingly interacts with naphtha economics, crude prices, freight, cracker feedstock selection and petrochemical competitiveness. Mont Belvieu movements can therefore reverberate across the entire Asian feedstock complex.
This presentation examines the forces reshaping the global NGL supply-demand balance, the growing influence of Mont Belvieu on international pricing and trade, and what these changes mean for Asia. We will explore evolving U.S.-Asia arbitrage, LPG versus naphtha economics, shifting trade patterns, and the risks and opportunities emerging as the center of gravity of global NGL supply continues to move toward North America.
Ben Scriber, Director, Americas LPG and Petrochemicals, OPIS
With the crisis involving Iran severely disrupting traditional LPG supply chains across the APAC region, market participants are increasingly anchored to US Gulf Coast spot liquidity. We will unpack the real-time mechanics of Mont Belvieu price discovery as global trade flows rapidly re-route. This session demystifies the rigorous PRA methodology and physical spot data driving the benchmark during heightened geopolitical volatility. Attendees will learn how to leverage absolute price transparency to manage current exposure and mitigate pricing risk in a fractured market.
Dr. Fairy Wang, Vice President, Sinopec EDRI
China’s energy market is entering a new phase. Although demand for refined products has reached a plateau, a robust energy system and export-driven economy ensure short term resilience. In the long term, transformation is evident in peaking carbon emissions, accelerating electrification, high-quality development of the oil industry,
and a growing share of non-fossil fuels in energy consumption. This dual dynamic—managing short-term fluctuations while advancing structural development—will shape China’s energy trajectory in the coming years.
Hanwei Wu, Director, Content, OPIS
The Strait of Hormuz crisis has created an unprecedented supply shock for Asia’s refined-products market, affecting regional trade flows, freight costs and product pricing. This presentation examines how the disruption is being transmitted in varied ways across key Asian markets and considers the interactions between physical supply constraints, market expectations and policy responses, with particular attention on the implications for price spreads and the various product margins.
Dr. Tan Xin, Senior Researcher, Sinopec EDRI
The presentation examines the global energy transition through three contrasting scenarios: Security Priority,Coordinated Transition, and Green Acceleration. Each pathway reflects distinct assumptions about policy stringency, technological progress, and geopolitical dynamics. The Security Priority scenario favors energy affordability and supply reliability, slowing decarbonization. The Coordinated Transition scenario seeks a balanced middle course, aligning climate action with economic and social stability. The Green Acceleration scenario pursues rapid emissions reduction and aggressive renewable expansion, yet entails higher investment needs and potential
employment disruptions in fossil-fuel sectors. By comparing these pathways, we analyze the core trade-offs among energy security, economic feasibility, and environmental sustainability. The analysis underscores that while net-zero by 2060 is technologically attainable, its realization hinges on navigating regional disparities, near-term transition risks, and competing societal priorities.
Kite Chong, Principal Analyst, OPIS
This presentation analyzes Asia-to-US West Coast jet fuel and gasoline routes and explores how fuel markets are reshaping as refinery shutdowns in California tighten local supply on the US West Coast and increase reliance on imports from Asia.
Moderator: Hanwei Wu, Director, Content, OPIS
Panelists:
William Chen, Ph.D., Vice President, Asia Olefins, Chemical Market Analytics by OPIS
Following the stabilization of the Strait of Hormuz, Asia’s ethylene market is shifting from crisis management to structural rebalancing. This presentation analyzes the redrawn competitive landscape, highlighting the dominant margins captured by imported U.S. ethane crackers and inland Coal-to-Olefins (CTO) plants during the conflict over traditional naphtha-based producers. We will also examine how alternative coal-to-chemical routes bypass direct ethylene production to alter derivative supply resilience. Finally, we outline the post-conflict wave of corporate restructuring and defensive joint ventures aimed at accelerating refinery-cracker integration across the region.
Mike Park, Director, Asia Olefins, Chemical Market Analytics by OPIS
This session examines the structural rebalancing and economic forces transforming the Asian propylene market. The presentation integrates shifting feedstock dynamics—specifically the contrasting recovery of propane versus naphtha following Middle East supply disruptions—with operating rate behaviors across Asian steam crackers and Chinese PDH facilities. It explores how the post-Middle East conflict landscape is redefining regional capacity expansion plans and rationalization dynamics, while evaluating their broader impact on global and Asian supply-demand balances and trade flows. Furthermore, the presentation connects shifting production cost economics and price spreads with PDH integrated margins and long-term technology transitions, offering strategic insights into the market’s future trajectory.
Yi Ling Tan, Director, Asia Polyolefins, Chemical Market Analytics by OPIS
Asia is the fastest growing demand growth market for polyolefins. However, due to lack of sufficient availability of energy and feedstock, the region is dependent on relatively higher cost imports, which enhances their production cash cost. Growing demand and higher production cost has made Asia the ideal destination for Polyolefins exports since the beginning of the millenium. However the recent conflict in the Middle East has forced the downstream market players in Asia to review their sourcing plan. We will the impact of these changing market dynamics on the Polyolefins trade in Asia.
Ashish Pujari, Vice President, Asia Aromatics & Fibres, Chemical Market Analytics by OPIS
Xiaomeng Ma, Director, Asia Methanol, Chemical Market Analytics by OPIS
