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

Jannen Vamadeva, Vice President, Global Financial & Capital Markets Lead

 

8:40 am

Geopolitical Risk and the Energy Outlook

Adam Ward, Managing Editor, Oxford Analytica, Dow Jones

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

Duncan Clark - Vice President, Global Aromatics and Fibers, Mike Nash - Vice President, Global Syngas, Luka Powell - Principal Analyst, Energy and Insights, Humberto Rocha - Associate Director Climate and Carbon Markets

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

Jannen Vamadeva, Vice President, Global Financial & Capital Markets Lead

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

Moderator: Mariana Santos Moreira, Thought Leadership Director and All Speakers

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

As part of your registration, you will also receive a copy of our Alchemy Magazine Strait of Disruption: How the US–Iran Conflict Is Rewriting Chemical Market Dynamics.


Meet the speakers at the London Forum

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.

Tzyy Lok

Tzyy Lok Director, Consulting Dow Jones Energy

Tzyy Lok is a Director with the consulting team at Chemical Market Analytics, part of Dow Jones Energy.

Tzyy is based in the London office, he is responsible for consulting business development and project delivery.

Tzyy has 16 years of experience in chemicals consulting and specializes in providing commercial and market due diligence and analysis in the petrochemicals sector, supporting clients in evaluating investments, market entry strategy and other market-related issues. He is experienced across the various petrochemical value chains including commodity, specialty and sustainable chemicals, along with related commodity areas covering upstream oil and gas, refined products, fertilizers and renewable/low carbon fuels.

Before joining Chemical Market Analytics, Tzyy led the petrochemicals consulting business for Europe and Africa at Argus Media for 8 years, where he was responsible for delivering feasibility studies, market studies, transaction support and other commercial engagements for client organizations including industrials, NOCs, financial/technical/engineering services and government agencies.

Prior to that Tzyy spent 8 years with the Energy & Chemicals Advisory practice at Nexant, managing and delivering studies supporting project finance, M&A, project feasibility and strategic planning in the petrochemicals sector.

Tzyy holds a Master of Engineering degree in Chemical Engineering from Imperial College London.

Mariana Santos Moreira

Mariana Santos Moreira Thought Leadership Associate Director Dow Jones Energy

Mariana is the Thought Leadership Associate Director at Chemical Market Analytics, part of Dow Jones Energy.

Mariana leverages the full portfolio of Dow Jones Energy 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

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