Registrations are closed.
Raffles Hotel
Level 3, Casuarina Suite
1 Beach Road, Singapore 189673 (enter via Seah Street Entrance)
Wednesday, 10 September 2025
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. The agenda is finalised for this forum.
John Howland, Senior Vice President, OPIS
Barbara Kelemen, Head of Asia, Dragonfly
Geopolitical tensions are now one of the main drivers behind trends shaping the wider macroeconomic environment. With the US-China relationship at the centre, the Asian region will be under the spotlight more than anyone else going forward, making it particularly vulnerable to sudden disruption or potential conflict. But other regions are now also increasingly operating under the new rules of the game; the recent Iran-Israel escalation was a great example of this. Amid a changing strategic landscape and growing multipolarity, figuring out how this dynamic will evolve in the coming few years will be crucial for most businesses.
Steve Lewandowski, Vice President, Global Olefins, Chemical Market Analytics by OPIS
Over the past three years, geopolitical tensions and shifting policy landscapes have reshaped oil supply, demand, and trade flows, effectively rewriting the rules of the game. In the near term, balancing supply-side dynamics ranging from OPEC+ decisions to US shale output and sanctioned producers against slowing demand growth in key markets will be increasingly challenging. Looking further ahead, the energy transition is proving to be anything but linear, with the outlook becoming more fragmented. At the same time, rising demand for petrochemical feedstocks adds another layer of complexity, presenting both risks and opportunities for producers, refiners, and investors as they navigate this uncertain path forward.
Dr. Fairy Wang, Vice President, Sinopec Economics & Development Research Institute (EDRI)
Global energy transition is facing technological bottlenecks and policy reversals, making the 1.5°C target difficult to achieve. The growth rate of global energy demand is slowing down, with developing countries emerging as the main drivers of growth. Fossil fuels will continue to dominate the global energy mix in the short term, while the focus of energy investment is gradually shifting to renewable energies. The global political and economic landscape is undergoing profound adjustments, and the energy supply chain and industrial chain are being reshaped. At the same time, China’s primary energy demand will keep growing for a decade. China’s oil demand is about to peak, and will shift from fuel use to feedstock use. China’s renewable energy demand is growing rapidly and is ready to replace fossil fuels.
Hanwei Wu, APAC Director of Journalism, OPIS
Shifting supply chains, refining capacity growth and evolving demand patterns are reshaping trade flows and arbitrage opportunities for oil products. We look at where barrels are moving, how economics are changing, and what the new trade map tells us about future market direction.
Adrian Calcaneo, Vice President, Energy & Feedstocks, OPIS
Karen Tang, Europe Director of Journalism, OPIS
Infrastructure and capacity expansions have turned the U.S. into the world’s largest LPG exporter by far. Most of its exports are destined for booming markets in Asia where interest in FOB Mont Belvieu cargoes is fast gaining traction. This presentation breaks down and deciphers the methodology behind OPIS’ Mont Belvieu assessments that are used to benchmark prices of US LPG cargoes.
Nicola Williams, Director of Shipping, OPIS
LPG shipping is facing a wave of disruption, from tightening environmental regulations and new vessel deliveries to shifting trade routes and rising geopolitical risk. We will explore how these evolving freight dynamics are impacting global LPG trade flows, regional price differentials, and supply chain reliability. Attendees will gain insights into how shipping developments are reshaping market structure and pricing.
Dr. Yixin Xu, Associate Researcher, Sinopec Economics & Development Research Institute (EDRI)
The inauguration of President Trump in 2025 has brought significant changes to the global political economy and commodity markets. International oil prices have fallen sharply, while gas prices have seen a modest increase. In the Chinese market, against the backdrop of an ongoing transformation in the transportation sector and the continued rapid development of the new energy vehicle and LNG truck markets, demand for refined oil products continues to decline. The future refining industry will shift towards trends such as overall volume control, structural adjustment, and a green transition. Although the chemical market is affected by short-term supply-demand imbalances and U.S. tariff policies, domestic demand has significant growth potential. Simultaneously, the continuous expansion of new consumer sectors is driving product innovation, leading to a steady improvement in chemical market demand.
Moderator:
Panelists:
William Chen, Ph.D., Vice President, Asia Olefins, Chemical Market Analytics by OPIS
Global ethylene markets are shifting as feedstock strategies, supply hubs, and trade flows evolve. Europe faces cracker closures amid high costs, while the U.S. expands ethane-based capacity to boost exports. The Middle East pushes crude-to-chemicals for long-term advantage, and Asia pivots from naphtha to alternatives like U.S. ethane. Rising trade tensions cloud U.S.-China flows, prompting other Asian markets to secure long-term imports. This session unpacks the changing economics, trade dynamics, and demand outlook for ethylene and derivatives in Asia.
Mike Park, Director, Asia Olefins, Chemical Market Analytics by OPIS
A surge in PDH capacity and shifting trade flows are reshaping Asia’s propylene markets. This session examines how on-purpose production, especially PDH and CTO, impacts regional supply, pricing, and competition. It also analyzes trade disruptions, supply overhang risks, and China’s push for self-sufficiency. Attendees will gain key insights into the evolving fundamentals redefining the region’s propylene outlook.
Utpal Sheth, Vice President, Asia Polyolefins, Chemical Market Analytics by OPIS
Asia polyolefins producers have traditionally been integrated with the upstream naphtha crackers. However, in recent years, the relatively high integrated production cost of naphtha-based olyolefins production has resulted in severe pressure on producers’ margins. This has forced the producers to strategically modify their feedstock slate for greater flexibility. Producers are modifying their crackers to consume larger volumes of Ethane/Propane. This session will review this development as well as the opportunities and challenges linked to this shift.
Terence Peh, Director, Asia Aromatics & Fibres, Chemical Market Analytics by OPIS
The aromatics markets have always been closely intertwined with both the refining and petrochemical sectors, making it highly complex as we navigate a world of excess capacity. With long-term gasoline demand looking to stall, restrained refinery investments could lead to a new paradigm of aromatics rebalancing. Aromatics demand is still expected to grow, being dominated by China, which, despite rising self-sufficiency, still relies on imports for major aromatics products such as benzene and paraxylene. U.S. tariffs continue to add headwinds to demand, which could also ripple through and disrupt existing global trade flows. Join us to uncover what’s next for aromatics in an increasingly unpredictable global landscape.
Xiaomeng Ma, Director, Asia Methanol, Chemical Market Analytics by OPIS
The methanol industry in Asia is undergoing a significant transformation, driven by sustainability concerns and technological development. But conventional methanol still plays a dominant role in the industry today. Many commodity chemicals face the challenge of supply expansion despite low profitability and weak downstream demand. Is this also the case for the regional methanol industry? Will low-carbon methanol be the key driver of industry rationalization and restructuring?
Ashish Pujari, Vice President, Asia Aromatics & Fibres, Chemical Market Analytics by OPIS
