Meet us at APLA 2023

November 11 – 14, 2023 | WTC Events Center, São Paulo, Brazil

 

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Chemical Market Analytics Activities at APLA 2023

Chemical Market Analytics will be at the 43rd APLA Annual Meeting in São Paulo, Brazil. Join us and take advantage of the discussion, where our matter experts describe the overarching outlook & trends in the oil, NGL & naphtha, olefins, polyolefins, aromatics and inorganics.

 

Petrochemical Seminar

November 12 | 10:00am – 12:00pm | Ballroom 1, WTC Events Center

 

Energy and chemical markets are on the cusp of transformation, driven by geopolitics, climate concerns, and technology, with implications for Latin America. Amidst this shift, immediate challenges like economic slowdown, high interest rates, China market changes, and over-capacity arise. This session delves into current and near-term market trends for Oil, NGLs & Naphtha, Olefins, Polyolefins, Aromatics, Chlor-Alkali/ Vinyls. Attendees will gain actionable insights into these markets, along with an understanding of critical challenges and expectations for the next five years, enabling them to navigate these changes strategically for future evolution.

Agenda

10:00 am

Opening Comments

Dewey Johnson, Senior Vice President, Chemical Market Analytics

10:10 am

Energy Market: Tension Between Security Vs. Transition

Carlo Barrasa, Vice President, Energy Insights

10:30 am

The Rise Of Petrochemical Demand: Shifting Paradigms In The NGL Market

Adrian Calceneo, Vice President, Energy & Feedstocks (NGL & Naphtha)

10:50 am

Navigating Turbulent Waters: The Global Olefins Landscape In An Era Of Oversupply

Pablo Giorgi, Executive Director, Global Olefins

11:10 am

Surviving The Trough Of The Polyolefin Cycle As China Asserts Itself As A Dominant Player

Joel Morales, Vice President, Global Plastics and Polymers

11:25 am

The Transformation Of Aromatics As Pressure Mounts

Peter Feng, Executive Director, Americas Styrenics

11:40 am

Maximizing Opportunities: The next chlor-alkali vinyls cycle wave

Paulo Pereira, Executive Director, North America Caustic Soda Research

Meet us at APLA 2023

Dewey Johnson

Senior Vice President, Global Head of Chemical Market Analytics Chemical Market Analytics by OPIS

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Carlo Barrasa

Vice President, Energy Insights Team Lead Chemical Market Analytics by OPIS

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Peter Feng

Executive Director, Americas Styrenics Chemical Market Analytics by OPIS

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Joel Morales

Vice President, Global Plastics & Polymers | North America Polyethylene & Polypropylene Chemical Market Analytics by OPIS

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Javier Ortiz

Director, North & South America Methanol Lead Chemical Market Analytics by OPIS

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Pablo Giorgi

Executive Director, Global Olefins Chemical Market Analytics by OPIS

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Paulo Pereira

Executive Director, North America Caustic Soda Research Chemical Market Analytics by OPIS

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Adrian Calcaneo

VP Energy & Feedstocks (NGL & Naphtha) Chemical Market Analytics by OPIS

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Pedro Fortes

Director, Latin America Chemical Market Analyitcs by OPIS

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Dewey Johnson

Dewey Johnson Senior Vice President, Global Head of Chemical Market Analytics Chemical Market Analytics by OPIS

Dewey Johnson is Senior Vice President & Global Lead of Chemical Market Analytics by OPIS, a Dow Jones Company (“Chemical Market Analytics”).

IHS Markit Global LLC (“IHS Markit”) was acquired by S&P Global in February 2022. As part of the merger, IHS Markit Base Chemicals was spun off and separately acquired by Dow Jones and renamed “Chemical Market Analytics” in June 2022.
Dewey is responsible for the global business, including insight and research covering the major chemical value chains including Aromatics and Fibers, Olefins and Derivatives, Inorganics (chlor-alkali, vinyls, and soda ash), Plastics and Polymers, and Syngas Chemicals (methanol, acetyls, and ammonia). Dewey is based in Houston.

Prior to Chemical Market Analytics, Dewey joined IHS Markit (through legacy CMAI) in 2009. His experience in the petrochemical industry covers all aspects of the business- financial, commercial, operations, research, strategy design and business planning, business development, as well as consultancy. Prior to IHS Markit, he was with Eastman Chemical Company, where he spent more than 25 years in strategic and commercial roles with various business groups and corporate functions. Dewey held management positions in commercial development, global sourcing, P&L for key businesses, market development, and market & strategic analysis of chemical markets and businesses. Dewey has led multiple complex engagements in strategy development and execution, global sourcing of Aromatics & olefins derivatives and industrial gases, business simulation & game theory and dynamic modeling, sales/ marketing, and business development. Dewey received BS and MS engineering degrees from Tennessee Technological University and Virginia Polytechnic Institute. He also earned an MBA in General Management. Dewey has been a frequent guest lecturer at MIT Sloan School of Management, UVA Darden School of Management, and SUNY at Albany School of Public Policy.

Carlo Barrasa

Carlo Barrasa Vice President, Energy Insights Team Lead Chemical Market Analytics by OPIS

Carlo Barrasa is the Vice President of Energy Insights at Chemical Market Analytics

In this role, Carlo stewards the development of energy market content to help Chemical Market Analytics’ clients navigate the complexities of the oil, gas & natural gas liquids markets. Previously, Carlo led the North American Light Olefins service, which provides clients with valuable insights into the regional market dynamics of cracker feedstocks, ethylene, and propylene. Prior to joining Chemical Market Analytics, Carlo was a Senior Strategy Advisor at Anadarko Petroleum where he was responsible for guiding the company’s market strategy for its natural gas liquids business. After beginning his career in various downstream and chemical roles with ExxonMobil, Carlo then held senior consulting and research positions at IHS Markit legacy companies PFC Energy and CMAI.

Peter Feng

Peter Feng Executive Director, Americas Styrenics Chemical Market Analytics by OPIS

Mr. Peter Feng is the Executive Director of Aromatics at Chemical Market Analytics.

He is a known industry expert on styrene, polystyrene, and expandable polystyrene. Mr. Feng is currently the Service Leader for the North American Aromatics Market Service and has been covering the aromatics markets for over fourteen years at CMAI and IHS Markit base chemicals business (now known as Chemical Market Analytics). He has over 36 years of experience in the chemical industry working first for Air Products and Chemicals and then for Sterling Chemicals. During this time he had assignments in Process Engineering, Process Technology, Information Systems, Environmental, Supply Chain, and Commercial. In 1992 he joined Sterling Chemicals where he had various supply chain and commercial responsibilities for styrenics and other products. Mr. Feng was a Partner at CMAI when it was acquired by IHS Markit in May of 2011.

He has covered the benzene, toluene, mixed xylenes, styrene, polystyrene, EPS, ABS, and phenolics markets at CMAI and Chemical Market Analytics but focuses currently on styrene, polystyrene, and expandable polystyrene. As an industry expert, he has testified as an Expert Witness in numerous arbitration and court cases. He contributes to a number of services and reports including the North American Aromatics Market Report. Mr. Feng has written for a number of World Analyses and is now responsible for the World Styrene Analysis, World Polystyrene Analysis, and World Expandable Polystyrene Analysis. He is a frequent speaker at events such as the World Petrochemical Conference, EPS Expo, Foodservice Packaging Institute, and Badger’s World Styrene Conference. He has assisted with single-client work in the areas of strategic planning, mergers, and acquisitions, bankruptcies, benchmarking, litigation, and market analysis.

Mr. Feng holds a Bachelors and Masters of Science degree in Chemical Engineering from Northwestern University, US, and a Master of Business Administration (MBA) degree from the University of Houston, US.

Joel Morales

Joel Morales Vice President, Global Plastics & Polymers | North America Polyethylene & Polypropylene Chemical Market Analytics by OPIS

Joel Morales is the Vice President at Chemical Market Analytics by OPIS, a Dow Jones company.

Joel joined the IHS Markit base chemicals business (now known as Chemical Market Analytics), in March 2013, covering Polyethylene (PE) and Polypropylene (PP) in North America. He is currently the service leader of three market advisory subscription services: The Global Plastics and Polymers Report, the North American PE Report, and the North American PP report. He has brought a wealth of industry knowledge to IHS Markit through multiple stints along the plastics value chain.

He began his career with polyolefins manufacturer, Solvay Polymers, which later became Ineos, in technical services and product development before he moved into field sales. After five years at Solvay Polymers, Joel moved into resin distribution sales for both Muehlstein and then United Polychem as a Product Manager, where he managed and sold polyethylene and polypropylene resins into various customer segments. In his most recent role prior to joining IHS Markit, Joel was a purchasing manager for Silgan Plastics, a major blow-molding, and injection molding plastics converter. Joel graduated from The Massachusetts Institute of Technology in 1999 with a Bachelor of Science in Chemical Engineering and a minor in psychology.

 

Javier Ortiz

Javier Ortiz Director, North & South America Methanol Lead Chemical Market Analytics by OPIS

Javier Ortiz is the Director for the North and South American Methanol market at Chemical Market Analytics.

As of 2019, Mr. Ortiz leads methanol market coverage in the Americas. He began his consulting career at CMAI (Chemical Market Associates, Inc.) in 2007 as a research analyst for the North and South American synthetic fibers markets with a primary focus on the polyester and nylon supply chains. He was subsequently appointed global leader of CMAI’s senior research analyst group while taking over consulting coverage of the nylon raw materials markets in the Americas.

Before joining the IHS Markit base chemicals business (now known as Chemical Market Analytics) Methanol team, Mr. Ortiz formed part of its Plastics group for nearly a decade, where he led coverage of the polyolefins markets in Latin American, directed the QuiMax Latin American consulting service, and was also responsible for polystyrene market research in the Americas.

He holds degrees in Industrial Engineering and a minor in Business Administration from Texas A&M University, US.

Pablo Giorgi

Pablo Giorgi Executive Director, Global Olefins Chemical Market Analytics by OPIS

Pablo Giorgi is the Executive Director of the North American Light Olefins business at Chemical Market Analytics.

Pablo is a chemical engineer with over 20 years of experience in the petrochemical industry. He leads the North American Light Olefins service, which provides clients valuable insights into the regional market dynamics of cracker feedstocks, ethylene, and propylene.
Prior to joining Chemical Market Analytics, Pablo held positions in areas such as Supply Chain, Commercial, Strategy, and Market Intelligence. He started his career at Innova, a Styrene and Polystyrene producer in Brazil. Later he joined Braskem (through legacy PQU) where he spent more than 13 years in different capacities and moved to Houston, TX in the process.
Pablo received his BS in chemical engineering from the Federal University of Rio Grande do Sul (UFRGS) in Brazil. He also holds an MBA in Logistics from Fundacao Getulio Vargas (FGV) and an MBA in Management from Fundacao Dom Cabral (FDC), both in Brazil.

Paulo Pereira

Paulo Pereira Executive Director, North America Caustic Soda Research Chemical Market Analytics by OPIS

Paulo Pereira is the Executive Director of the North American Light Olefins business at Chemical Market Analytics.

Paulo joined Chemical Market Analytics by OPIS in December 2022 as Executive Director, North America Caustic Soda Research. He is a native of Santos, Brazil, and graduated in 1984 from Maua Engineering School in Sao Paulo, Brazil with a Bachelor of Science degree in Chemical Engineering. Upon graduating, Paulo joined Dow Chemical at the Guaruja site in Sao Paulo state.  After 22 years in Dow Chemical Epoxy and Polyurethane operations in Brazil, the U.S., and Italy, Paulo joined Dow’s Technology Centers division, leading the global Polyurethane and Alkoxylation technology teams. In 2019, he was seconded to Sadara Chemical Company in Al Jubail, Saudi Arabia as Technology Director and subsequently repatriated to the U.S. in 2021.  Paulo’s extensive knowledge of the chemical industry and chlor-alkali derivative markets adds to the already industry-leading expertise of Chemical Market Analytics global chlor-alkali research team.

Adrian Calcaneo

Adrian Calcaneo VP Energy & Feedstocks (NGL & Naphtha) Chemical Market Analytics by OPIS

Mr. Calcaneo is based in Houston, Texas, where he currently serves as the Vice President for Energy and Feedstocks at Chemical Market Analytics (CMA). In this role, he leads the global development efforts for new NGL (Natural Gas Liquids) and Naphtha products, contributing to market deliverables and insights.

With over 20 years of experience, Mr. Calcaneo has worked in various international locations, including Mexico, the United States, the Netherlands, Spain, and the United Kingdom. His diverse background highlights his ability to navigate different business environments.

Before joining CMA, Mr. Calcaneo held the position of Latin America NGL Lead at S&P Global Commodity Insights, where he oversaw NGL market research across 43 countries in Latin America and the Caribbean. Prior to that, he worked as a Manager for Consulting Delivery at EAG Services, Inc., advising multinational energy companies. He also conducted research on international trade, energy policy, and global economics at the Mosbacher Institute for Trade, Economics, and Public Policy.

Mr. Calcaneo has an academic background that includes a BA from Texas A&M University, as well as a Certificate in Advanced International Affairs and a Master of Public Administration with a focus on Energy Policy from the Bush School of Government and Public Service at Texas A&M University. Additionally, he holds a Graduate Certificate and a Master’s Degree in Data Science from Harvard University.

Pedro Fortes

Pedro Fortes Director, Latin America Chemical Market Analyitcs by OPIS

Pedro Fortes is based in São Paulo, Brazil, where he currently serves as a Director for Latin America at Chemical Market Analytics – OPIS, A Dow Jones Company.

With more 30 years of experience, Mr. Fortes worked for Eastman Chemical, Xerox Corporation and as an entrepreneur. With Eastman Chemical his last positions were Managing Director for operations in Brazil, Mergers and Acquisitions for Latin America and President – General Manager of Scandiflex – a subsidiary of Eastman that produces specialties plasticizers. He used to have statutory/legal responsibilities for five companies that were acquired locally and globally with diversified portfolio of specialty chemicals for a variety of industries.

For 10 years he was part of the Investment Committee of Venture Capital Funds and a member of Eastman’s former Business Development Division – Corporate Ventures initiative. He participated in managing investments in VC Funds and direct investments in companies and startups focusing on Biotechnology, Sustainable Materials, Digital Transformation and Disruptive Business Models.
At Xerox Corporation he hold several positions working with Xerox Industrial operations globally, IT & Engineering Systems infrastructure and Industrial Programs to produce Electrical and Electronics Products including a variety of devices, software’s, and networking .

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Chemical Market Analytics by OPIS, a Dow Jones company, provides stakeholders in the global chemical industry with next-generation analytics, deep insights, future outlooks and price discovery to improve operational efficiency. The company offers short- and long-term market coverage for more than 200 core building-block chemicals via Market Advisory Services (MAS), World Analysis (WA), Circular Plastics Service, Chemical Advisory Service and educational and networking conferences such as World Chemical Forum.

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