World Soda Ash Day 1

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Session Details

World Soda Ash Day 1

Thursday, 10 October
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Session 1: Global Outlooks

Marguerite Morrin, Executive Director, Chemicals, Chemical Market Analytics by OPIS 
Carlo Barrasa, Vice President, Energy Insights, Chemical Market Analytics by OPIS
A breakdown of the economic and energy outlooks as a foundation for projected soda ash market dynamics.
Marguerite Morrin, Executive Director, Chemicals, Chemical Market Analytics by OPIS
In 2023, the market saw the dichotomy of historic high growth for soda ash in China, led by solar glass and lithium carbonate versus a sharp drop in soda ash demand in the rest of the world. World solar glass production grew strongly in 2023 while flat glass growth was modest and container glass demand struggled. What opportunities does the current landscape provide for the industry?
Jonathon Pascoe, Director Research & Analysis, McCloskey by OPIS
This speaker will discuss the global outlook for coal and coke and the impact to the soda ash market.
Make new connections or join familiar faces during this dedicated break. Sessions to resume at 1055.

Session 2: Global Market Outlooks

Alasdair Warren, CEO, WeSoda
Hear from a prominent producer in the soda ash market discuss the state of the current market, challenges and implications for the future.
 
Hear from a prominent producer in the soda ash market discuss the state of the current market, challenges and implications for the future.
Moderator: Marguerite Morrin, Executive Director, Chemicals, Chemical Market Analytics by OPIS

Session 3: Regional Market Overviews


Key producer discusses steps that they have in place to position themselves for a low carbon future.
 
What are the opportunities for soda ash in India and is there an impact to the global market?

What are the opportunities for soda ash in Southeast Asia, a developing region, exclusively reliant on soda ash imports?
Moderator: Marguerite Morrin, Executive Director, Chemicals, Chemical Market Analytics by OPIS 
Make new connections or join familiar faces during this dedicated break. Sessions to resume at 1555.

Session 4: Regional Soda Ash Market Outlooks

Jin Lu, Zhengzhou Commodity Exchange
This speaker will address what the changing Chinese soda ash supply and demand dynamics mean both for China and the rest of the world.

The presentation will analyze the supply and demand of soda ash in Africa where the soda ash per capita consumption is the lowest in the World.
Moderator: Marguerite Morrin, Executive Director, Chemicals, Chemical Market Analytics by OPIS 
Session Speakers

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. Before 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 held senior consulting and research positions at IHS Markit legacy companies PFC Energy and CMAI.

Marguerite Morrin Executive Director, Global Soda Ash Chemical Market Analytics

Marguerite Morrin is the Executive Director at Chemical Market Analytics. Marguerite has covered all chlor-alkali, vinyls, and related products in the chemicals industry. Her primary focus today is on soda ash. She has also participated in many single-client consulting studies on soda ash and chlor-alkali/vinyls. Ms. Morrin was responsible for launching the Global Soda Ash Service in 2008 and she is the lead consultant in soda ash, who presents many conference papers on the subject. She joined Chemical Market Associates Inc. (CMAI) in 1990, initially as an analyst in olefins. Since 1994 she was involved in the analysis of the chlor-alkali product area and helped to build and develop this sector within CMAI, which later became part of IHS Markit base chemicals business (now known as Chemical Market Analytics). Ms. Morrin graduated from University College Dublin, the Republic of Ireland, with a Bachelor of Science (Hons.) in Chemistry and she also holds a Diploma in Business Studies from University College Dublin.  

Jonathan Pascoe Associate Director, Thermal Coal Research McCloskey by OPIS

Jonathan Pascoe, Associate Director, Thermal Coal Research, covers all aspects of the global thermal coal market including demand, supply, freight, prices, and cost analysis. Mr. Pascoe is responsible for running the research team’s thermal coal supply and demand model and is managing editor of McCloskey’s Thermal Coal Market Briefing publication. He also contributes strategic reports to McCloskey’s Thermal Coal Research service, and has contributed research to several consulting projects in thermal coal market assessments and price outlooks, coal supply studies, and litigation processes. Mr. Pascoe holds a BSc in mathematics from the University of Surrey.

Alasdair Warren Chief Executive Officer WE Soda

Alasdair Warren is the Chief Executive Officer of WE Soda, based in London, having been appointed in November 2019 and having previously served as a non-executive board director. Prior to joining WE Soda, Mr. Warren was an investment banker for almost 30 years, most recently as the Head of Corporate & Investment Banking for the European region at Deutsche Bank, based in London, and prior to that as an investment banking partner at Goldman Sachs in London for 11 years, serving in a number of roles, including the Global Head of Financial Sponsor Coverage, the Head of European Equity Capital Markets & Derivatives, and the Co-Head of U.K. Investment Banking. Mr. Warren holds a BSc (Hons) in Geology from the University of Nottingham.
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