Navigating Global Risk: Energy, Chemicals and Investment Impact

28 May 2026 | 8AM to 12PM | The News Building, London Bridge Street

 

 

In today’s interconnected markets, geopolitical events and energy price fluctuations reverberate far beyond headlines, subtly shaping the performance of chemical companies and investment portfolios. Yet, few market participants can trace this ripple effect from global risks down to individual assets.

This complimentary breakfast forum offers a unique perspective, bridging the gap between macroeconomic trends and portfolio-level implications.

Join Dow Jones and Chemical Market Analytics by OPIS experts on 28 May in London as they unpack the pathways through which geopolitical and energy developments impact chemical markets and learn how to translate these insights into informed investment decisions.

Seats are complimentary but limited, register now

Agenda

8:00 am

Breakfast and Networking

 

8:30 am

Opening Remarks

 

8:40 am

Geopolitical Risk and the Energy Outlook

As tensions around Iran and the Strait of Hormuz continue to impact energy markets, headlines tell only part of the story. This session cuts through the noise to reveal how geopolitical events influence oil markets, macroeconomic trends, and portfolio risk. Using Dow Jones and Factiva’s real-time analysis tools, we’ll explore how underlying signals, not just the news, shape market expectations and risk pricing, providing actionable insight into the “so what?” behind unfolding events.

 

9:15 am

From Oil to Chemicals - How Energy Risk Cascades Through the Value Chain

Energy price swings from Brent crude to TTF, Henry Hub, and LPG components like propane, butane, and ethane ripple through the chemical value chain in complex ways. This session explores how shifts in oil and gas prices impact feedstock costs, cracker margins, and downstream product profitability, and why identical price movements affect US ethane-based producers differently from European naphtha-based producers. Attendees will see how energy forecasts connect directly to chemical sector earnings and portfolio performance. We’ll also touch on carbon market considerations, highlighting how evolving carbon costs layer onto traditional energy dynamics to influence margins and investment decisions.

 

9:55 am

Networking break

 

10:10 am

From Chemicals to Capital Markets — Plant-Level Intelligence for Investment Decisions

Most chemical sector analysis starts from consolidated financials. But a chemical company is a portfolio of plants and understanding which assets are making money, which are marginal, and which are at risk is what drives credit, equity, and M&A decisions. This session explores how plant-level cost positioning, integration modelling, and energy stress testing translate into investment insight.

 

10:40 am

Panel Discussion: Navigating Chemical Sector Risk in 2026

Join industry leaders for an open discussion on the chemical sector’s evolving landscape in 2026. Explore the current market cycle, European restructuring, Chinese overcapacity, and real-world insights from participants across the value chain. This interactive session gives attendees the chance to share perspectives, ask questions, and gain actionable takeaways on managing risk in today’s dynamic chemical markets.

 

11:15 am

Closing Remarks

 

11:20 am

Networking Lunch

Register for your complimentary place at the London Forum

There will be no live-streams and recordings available for this event.


Meet the speakers at the London Forum

Luka Powell

Luka Powell Principal Analyst, Energy Insights Chemical Market Analytics by OPIS

Luka Powell is the Principal Analyst of Energy Insights at Chemical Market Analytics.

Luka is a senior research analyst for Energy Insights & Feedstocks, based in London. In this role, Luka contributes to developing energy market content to help Chemical Market Analytics clients navigate the complexities of the oil, gas & natural gas liquids markets. Luka is also a producer and co-host of the North America Light Olefins Weekly Podcast.

Previously, Luka was responsible for managing and publishing the Chemicals Advisory Service (CAS), a product designed to primarily meet the needs of the Buy-side investment community, utilizing the in-depth market knowledge and analysis from the chemicals franchise.

While currently in London, U.K., Luka has lived in Bahrain, Australia and the UAE. Before joining the IHS Markit Base chemical business (now known as Chemical Market Analytics) in 2019, Luka graduated from King’s College London with a BA (First Class Hons) in International Relations, specializing in the Middle East.

Humberto J. Rocha

Humberto J. Rocha Associate Director of Climate and Carbon Markets OPIS a Dow Jones Company

Humberto J. Rocha is the Associate Director of Climate and Carbon Markets based in London, focusing on the carbon compliance markets in the European Union and the United Kingdom and the growing voluntary biodiversity credit market. A journalist with nearly a decade of experience, Humberto primarily focuses on covering the dynamics of the compliance carbon markets in Europe. He covers daily and weekly price assessments, conducts webinars and writes features ranging from the gulf between the U.K. and EU carbon prices and the potential linkage between these two carbon markets. Additionally, he covers policy developments and pricing trends in the voluntary biodiversity credit market from projects around the world.

Humberto joined OPIS in the summer of 2022 after covering energy policy and federal and state legal cases in the United States for Law360 at the news agency’s Houston and London offices. He has also worked in international outlets including Japan’s The Yomiuri Shimbun, local news at Hearst Connecticut Media, and Forbes. Humberto speaks fluent Spanish and French and has a bachelor’s degree in Social Studies with a focus on Latin America from Harvard University and a master’s degree in Latin American studies from the University of Oxford.

Mariana Santos Moreira

Mariana Santos Moreira Thought Leadership Director Chemical Market Analytics by OPIS

Mariana is the Thought Leadership Director at Chemical Market Analytics, leveraging the full portfolio of CMA’s chemical markets intelligence into informative and thought-provoking insight pieces pertinent to the whole supply chain.
Throughout her chemical market research and analysis career, Mariana served as regional/global SME of a wide breadth of sectors within the chemical industry: Aromatics (Benzene/Styrene and PX/PTA), Chemicals of the Energy Transition (Ammonia, Methanol, Hydrogen), Inorganic Chemicals (Caustic Soda, Bleaching Chemicals, Soda Ash), Polymer Films & Flexible Packaging (inc. Plastics Sustainability taskforces).
Mariana started her career at IHS, having rejoined CMA in 2024. Prior to rejoining CMA, Mariana served as Head of Aromatics, Head of Chemicals of the Energy Transition, and Films & Flexible Packaging Lead Analyst, at Wood Mackenzie.
Mariana holds an MSc in Chemical Engineering from Instituto Superior Tecnico, University of Lisbon.

Jannen Vamadeva

Jannen Vamadeva Vice President, Global Financial & Capital Markets Lead Chemical Market Analytics by OPIS

Jannen Vamadeva is Vice President, Financial & Capital Markets at Chemical Market Analytics by OPIS, A Dow Jones Company, where he leads commercial strategy and product development for institutional and capital markets clients.

With more than 20 years of experience across financial services, technology, and data-driven businesses, Jannen brings an execution-focused approach to strategy, partnerships, and growth. His leadership spans early-stage ventures and major international organisations.

Prior to joining Chemical Market Analytics, Jannen held senior roles at the London Stock Exchange Group (LSEG), where he led Group Strategic Partnerships and supported go-to-market initiatives across multiple divisions. Earlier, he established and led the UK FinTech consulting practice at NTT DATA and managed global strategic accounts from Tokyo.

In 2008, Jannen founded one of the UK’s earliest regulated online healthcare platforms, earning the Shell Young Entrepreneur of the Year award. He began his career in capital markets, working in FX options structuring at Société Générale, financial services consulting at Oliver Wyman, and credit derivatives trading at Bear Stearns.

Jannen holds a degree in Chemical Engineering and a Master’s in Computational Fluid Dynamics from Imperial College London. He is based in the London office

Mike Nash

Mike Nash Vice President, Global Syngas Team Lead | Americas Acetyls Lead Chemical Market Analytics by OPIS

Mike Nash is the Vice President for Syngas Chemicals (including the methanol and acetyls practices) at Chemical Market Analytics.

Mike Nash is the vice president of Syngas Chemicals, which includes methanol and acetyls, at Chemical Market Analytics. He works with a global team of regional consultants and overlays their analyses with a worldwide perspective. His responsibilities include the weekly World Methanol Report and monthly World Methanol Analysis, as well as the weekly and monthly Global Acetyls Market Reports and the related World Analyses for methanol, acetyls and formaldehyde.

Before joining the IHS Markit base chemicals business (now known as Chemical Market Analytics) in September 2012, Mr. Nash worked for BP’s petrochemicals division for 19 years before a two-year stint in Total’s UK fuels business. He held various commercial roles within BP, including international business management, marketing, project management, and logistics, based in London, Duesseldorf, and Kuala Lumpur. His last role in Total UK was logistics director for specialties. Mr. Nash holds a Master of Arts in English language and literature from the University of Edinburgh and an MBA from Kingston University, both in the United Kingdom.

Duncan Clark

Duncan Clark Vice President, Global Aromatics & Fibers Team Lead Chemical Market Analytics by OPIS

Duncan Clark is the Vice President of the Global Aromatics and Fibers business at Chemical Market Analytics.

Duncan Clark is the vice president of Global Aromatics and Derivatives, based in Chemical Market Analytics’ London office. Duncan joined the company in 2013 as the EMEA Aromatics Director, taking over leadership of the global Aromatics team in 2017. Duncan has 40 years of experience in the global petrochemical and chemical industries across various Sales, Marketing, Corporate Business Development, Business Management, and Consultancy roles.

Duncan maintains a view of global developments across all major aromatics markets and works closely with petrochemical producers, consumers, and financial institutions worldwide, providing insight and forward-looking perspectives. He has specific expertise in the polyester feedstock markets. He is a regular speaker at Chemical Market Analytics’ regional conferences. He leads a global team of Aromatics consultants and analysts. He is responsible for the commercial strategy and client support for a broad portfolio of Aromatics services focused on individual aromatics value chains. He also regularly serves on the project team for Chemical Market Analytics’ single-client studies.

Before this, Duncan spent ten years working in an ExxonMobil / Shell joint venture company involved in fuel and lubricant additives and visited refineries worldwide. He also spent 12 years working for Air Products in various chemical and industrial gas businesses in the UK, the U.S., and the Netherlands. He now provides insights into the global aromatics and derivative markets, including paraxylene, purified terephthalic acid, ethylene glycols, polyurethane feedstocks, and the global benzene, toluene, and xylenes markets.

Mr. Clark has a Bachelor of Science in Chemical Engineering from University College London and a Master of Business Administration from Manchester Business School.

 

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