Session Details
The Future of Energy Markets: Evolving at a New Pace
The turmoil caused by the various geopolitical events and the subsequent disruptions in the global energy markets has forced nations to reassess how — and how long — the evolution from fossil fuels to renewables will play out. Further adding to this uncertainty is the rise of interest rates and the stalling of EV adoption. Given these dynamics, there is growing confidence that traditional hydrocarbon-based fuels will still be a critical piece of the global energy mix as evidenced by the doubling down by western oil companies on hydrocarbon resource exploitation. In essence, the world will still need oil, but the real questions are how much and when the energy transition will resume its previous pace. Join us as we discuss the evolution of the energy markets & downstream market responses.
The risk envelope of the energy transition is increasing amid shifting political agendas, fiscal pressures, and societal attitudes. Even with aggressive investment in renewables, the world cannot easily sever the reliance on traditional forms of energy; those with a flexible approach towards this ever-evolving transition stand to benefit the most. Join us as we make sense of the various outcomes of the energy transition and present a pragmatic view within the range of outcomes.
After a decade of governmental incentives and low interest rates, the pace of EV adoption seemed unstoppable, but slowing economic growth and a higher interest rate environment have impacted the EV thesis. Is this simply a pause in the normal adoption s-curve adoption or has EV adoption plateaued? In this session, we assess the current environment & separate the adoption signal from the noise.
Even with the increased penetration of sustainable aviation fuel, the demand of hydrocarbon based jet fuel will likely continue to grow. Join us as we discuss the trends in the aviation sector and how will those trends impact the demand for jet fuel, both fossil and sustainable versions.
Of all the forms of transportation, shipping is the most critical for the overseas movement of goods. We explore the most likely adoption of alternative fuels, such as methanol or ammonia; then, we discuss the challenges for the increased penetration of these alternative fuels.
Refiners have a difficult task. Today, they have to supply hydrocarbon-based fuels to the mobility sector. Tomorrow, they will still supply those same fuels to a shrinking sector, but will also need to supply growing demand from petrochemicals and aviation. Refiners need to invest today for flexible operations tomorrow. We explore the possible pathways of these investments and their viability in future environments.
Extreme overcapacity, dimmer economic prospects and the push to circularity are all challenging the narrative of petrochemical demand growth. Is petrochemical demand growth really certain? We explore the outlooks for olefins and aromatics demand growth and explain how circularity may influence the trajectory of that growth.
Carlo Barrasa
Vice President, Energy Insights Team Lead Chemical Market Analytics by OPIS
Read BioSusan Bell
Sr. Vice President Downstream Rystad Energy
Read BioAdrian Calcaneo
Vice President, Energy & Feedstocks (NGL & Naphtha) Chemical Market Analytics by OPIS
Read BioChuck Carr
Vice President, World Analysis Strategic Team Lead Chemical Market Analytics by OPIS
Read BioJavier Ortiz
Director, North & South America Methanol Lead Chemical Market Analytics by OPIS
Read BioCasey Selecman
Director of Powertrain Forecast AutoForecast Solutions LLC (AFS)
Read Bio