Asia's New Energy Order

Singapore Forum

Wednesday, 9 September

 

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Complimentary Forum in Singapore!

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.

Date and Venue


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

View directions here

Meet our experts

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.

Meet our experts

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
  • Cost Curves
  • Global LPG Outlook

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Agenda

Asia’s New Energy Order

This complimentary event will feature insightful discussions and networking opportunities. The agenda is subject to change as we finalise it in the coming months.

8:30 AM
Registration opens

9:00 AM
Welcome Remarks

9:05 AM
The Iran War and the New Geopolitical Risk Premium

9:20 AM
New Energy Order: How Energy Markets are Responding and Adapting to Supply Shocks

Hanwei Wu, APAC Director of Journalism, OPIS

This presentation takes a high-level view of how global oil and landscape may be reshaped beyond the immediate disruptuon 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.


9:40 AM
Mont Belvieu Trends and What They Mean for Asia’s NGL & Naphtha

10:00 AM
The US NGL Buffer: How US Market Conditions Can Cushion Supply Disruptions in the Middle East

This presentation examines how US domestic LPG conditons have positioned the country to help cushion the loss of Middle East supply. It will look at NGL production growth (propane, butane, ethane) in the US, its export capacity and the economics of redirecting US barrels into global markets. The session will also consider the practical limits of the US response, including freight availability, canal constraints, export infrastructure and demand competition from domestic sectors.


10:20 AM
Networking Break

10:50 AM
Shocks, Stocks and Shifts: China’s Energy Response

11:10 AM
TBC

11:30 AM
Gulf Coast vs West Coast: The US Role in the Global Products Market 

This presentation compares the contrasting roles of the US Gulf Coast and West Coast in the products markets and their impact on Asia during a time of severe supply disruptions. Examing domestic market conditions, product flows, freight and price spreads, the session explores the US’ export strength in the Gulf Coast and its import needs in the West Coast.


11:50 PM
[Panel Discussion] From Crisis Response to Strategy: Lessons from the Iran War and the Road Ahead

12:20 PM
Lunch

1:30 PM
Navigating the Post-Conflict Cost Curve: Feedstock Advantage and Refinery Integration in Ethylene Market

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.


1:50 PM
From Import Reliance to Domestic Resiliency: Structural Changes in Propylene Sourcing

Mike Park, Director,  Asia Olefins, Chemical Market Analytics by OPIS

Although diplomatic normalization has restored regional shipping routes, Asia’s propylene supply chain recovery is expected to remain gradual over the coming quarters as damaged infrastructure is repaired and logistics continue to normalize. This session examines the structural and economic challenges facing the region’s propylene market, including the cost pressures that continue to place many PDH producers near the upper end of the global cost curve. We will explore the transition from high-cost alternative feedstocks, including tariff-affected U.S. propane, back to conventional Middle Eastern supplies, and discuss why PDH operating rates are likely to recover only cautiously despite improving feedstock availability. Attendees will gain insights into how restrained production recovery and relatively lean inventories could continue to support regional spot propylene prices through Q4 2026.


2:10 PM
The Evolving Polyolefins Trade Dynamics in the Post-Middle East War Era

Utpal Sheth, Vice President, 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.


2:30 PM
Networking Break

3:00 PM
Aromatics at a Turning Point: Navigating Demand Shifts and Global Trade Disruptions

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.


3:20 PM
Methanol Beyond Petrochemicals: Navigating Geopolitics, Supply Security and Energy Transition

Xiaomeng Ma, Director, Asia Methanol, Chemical Market Analytics by OPIS

Methanol is no longer only a petrochemical feedstock; it is also becoming an important link between Asia’s energy and chemical industries. Geopolitical tensions, supply disruptions and changing trade flows have highlighted the importance of energy security and are reshaping the methanol market through feedstock diversification and supply-demand rebalancing. This presentation will focus on how recent geopolitical events have affected methanol supply, trade flows and supply/demand balances in Asia, including the impact of Middle East supply disruptions and the industry’s adjustment process. It will also discuss the growing role of green methanol and marine fuels, and what these developments may mean for Asia’s future energy and petrochemical landscape.

3:40 PM
Panel Discussion

4:00 PM
Closing Remarks

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. Slides will only be provided to attendees post-event.

A business email address is required to process registration.






Presented by:

OPIS, A Dow Jones Company

 

Chemical Market Analytics by OPIS, A Dow Jones Company