Navigating Tariffs, Transitions, and Tensions: From Mont Belvieu to Asia

Energy and Chemicals Forum: Singapore

Wednesday, 10 September

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Complimentary Forum in Singapore!

Join us on 10 September in Singapore at our upcoming forum, where we’ll explore the dynamic interplay of LPG, NGLs and major chemical value chains.

OPIS experts will examine supply costs, demand price discovery and outlooks for oil, gas, energy transition, chemicals and more.

Seats are complimentary and limited.

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Date and Venue


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

View directions here

Agenda Snapshot

  • Overview of Energy Markets
  • Navigating the Geopolitical Landscape under the new U.S. Administration
  • Ethane Outlook
  • Mont Belvieu Methodology
  • Energy Transition in Energy and Chemical Markets
  • NGLs and Naphtha
  • Ethylene and Propylene
  • Polyolefins
  • Aromatics
  • Low-Carbon Methanol

View full agenda

Solutions


Price Assessments, Short- and Long-Term Outlooks, Analytics and Insights

  • OPIS Global LPG & Naphtha Report, NGL Forwards Report, Energy Macro Service, Global LPG Outlook
  • Global Energy & Oil Demand Analysis
  • Market Advisory Services
  • World Analysis Services
  • Strategic Report – Performance Polyethylene
  • Global Ethane Outlook

Request a demo

Agenda

Navigating Tariffs, Transitions, and Tensions: From Mont Belvieu to Asia

This complimentary event will feature insightful discussions and networking opportunities. The final agenda will be announced soon, check back for updates!

8:30 AM
Registration opens

9:00 AM
Welcome Remark

Steve Lewandowski, Vice President, Olefins & Derivatives, Chemical Market Analytics by OPIS


9:05 AM
Tariffs, Transitions and Tensions In Energy Markets

Barbara Keleman, Head of Asia, Dragonfly


9:20 AM
Under Pressure: Oil Market Dynamics and Shifting Timelines for Transition

Carlo Barrasa, Vice President, Energy Markets, 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.


9:40 AM
Asia at the Crossroads: Mapping Oil Product Flows and Market Changes

Hanwei Wu, Director, 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.


10:00 AM
Networking Break

10:30 AM
Mont Belvieu Trends and What They Mean for Asia’s NGL & Naphtha

Adrian Calcaneo, Vice President, Energy & Feedstocks, OPIS


10:50 AM
Mont Belvieu LPG: Methodology Behind the Benchmark

Karen Tang, Director, 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.


11:10 AM
Shipping Disruptions and the Future of LPG Trade

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.


11:30 AM
Panel Discussion: Asia’s Path to Net Zero – Navigating the Energy Transition

Moderator: Hanwei Wu, Director, Journalism, OPIS Panelists: Adrian Calcaneo, Vice President, Energy & Feedstocks, OPIS

More to be confirmed


12:00 PM
Lunch

1:30 PM
Ethylene in Flux: Supply Point Shifts, Cost Competitiveness, and Demand Outlook

Steve Lewandowski, Vice President, Olefins & Derivatives, 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.


1:50 PM
Propylene Outlook: PDH Surge, Trade Shifts, and Supply Overhang

William Chen, Vice President, 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.


210 PM
Asia Polyolefins: Pivoting Towards Lighter Feedstock to Regain Profitability

Utpal Sheth, Vice President, Asia Polyolefins, Chemical Market Analytics by OPIS

Asia polyolefins producers have been traditionally integrated with the upstream naphtha crackers. However, during the recent years, the relatively high integrated production cost of naphtha based Polyolefins 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.


2:30 PM
Networking Break

3:00 PM
Aromatics Feedstocks: Impact through Energy Transition

Ashish Pujari, Vice President, Asia Aromatics & Fibres, Chemical Market Analytics by OPIS


3:20 PM
Asian Methanol Industry Evolution: Will Low-Carbon Methanol Drive Change?

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?


3:40 PM
Panel Discussion

To be confirmed


4:00 PM
Closing Remark

Ashish Pujari, Vice President, Asia Aromatics & Fibres, Chemical Market Analytics by OPIS

Secure your seat now!

This is a physical event with no livestreams and recordings.

A business email address is required to process registration.

Seats are complimentary and limited.






Presented by:

OPIS, A Dow Jones Company

 

Chemical Market Analytics by OPIS, A Dow Jones Company