Asia's New Energy Order

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.

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

TBC

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

Navigating Volatility: Inside the Mont Belvieu LPG Benchmark Amidst Geopolitical Disruption

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.

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: US Refined Product Dynamics and the Asian Market

Rachel Stroud-Goodrich, Director, Americas Refined Products, OPIS

This presentation analyzes contrasting gasoline and distillate dynamics in the U.S. Gulf Coast and West Coast, and their impact on Asian energy markets during a time of severe supply disruption. Examining domestic market conditions, product flows and spot price trends, the session explores the Gulf Coast’s export strength alongside the West Coast’s growing reliance on imports.

11:50 AM

[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

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.

2:30 PM

Networking Break

3:00 PM

Beyond Supply and Demand: What Is Driving the Next Aromatics Market?

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

3:20 PM

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

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

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.

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