2:00PM - 2:10PM 

 Registration and Welcome Refreshments

2:10PM - 2:20PM

Moderator Opening Remarks -  Lyn Tattum, Vice President, Head of Events, Training and Media, S&P Global Commodity Insights & Roundtable Moderator

2:20PM - 2:30PM

Global Economic Outlook - Paul Gruenwald, Global Chief Economist, S&P Global Ratings

2:30PM - 2:40PM

Oil Markets and Energy Transition Outlook - Kurt Barrow, Head of Oil Markets, Midstream & Downstream Research, S&P Global Commodity Insights

2:40PM - 3:00PM

Q&A

2:50PM - 3:30PM

Chemicals Capital Investments in the Climate Change Era

Opening comments provided by Mark Eramo, Global Leader – Fuels, Chemicals & Resource Solutions, and Tony Potter – Chemicals, Derivatives, Plastics & Materials Lead, S&P Global Commodity Insights

A significant challenge of the climate change era for chemical companies is sourcing capital requirements to meet the needs of growing hydrocarbon-based markets, while also investing in clean energy sources and non-hydrocarbon feedstocks in an uncertain business environment.

Investments in chemicals have traditionally sought to achieve four key objectives to remain competitive: low-cost energy & feedstocks; world-scale technology; access to growth markets; and an integrated position. In the climate change era, a fifth objective has emerged: carbon emissions management:

• Is the model of build at low-cost and ship to high-demand growth centers being challenged
• Will supply chains relocate to countries with strategies to address climate change? 
• What will be the impact as mainland China shifts from net-importer of chemical supplies to net-exporter, representing a major, disruptive paradigm shift for global chemical markets.

3:30PM - 3:45PM

BREAK

3:45PM - 4:30PM

Materials Transition: Reshaping the Chemicals Landscape

Opening Comments from Sanjay Sharma, Head of Global Chemical Consulting, S&P Global Commodity Insights

The shift to new materials as part of energy transition highlights the role of the chemical industry as solution provider:

• What are the drivers and the growth prospects for chemicals and plastics and what is the likely geographic impact as the new opportunities driven by this trend play out?
• From within the chemicals sector -how will innovation and technologies drive materials transition and will these solutions lead to an enhanced view of the chemical industry overall?

4:30PM - 5:00PM

The Role of Advanced Analytics, Data Science and Generative AI in Supporting New Business Models in the Climate Change Era

Opening Comments from Dan Bennett, Chief Data Officer, S&P Global Commodity Insights

The year 2023 witnessed a paradigm shift with the advent of Generative Artificial Intelligence, catalyzing an awakening and prompting businesses to embrace transformative technologies.

• In 2024 does the convergence of Generative AI, quantum computing, and emerging tech trends promise unprecedented and groundbreaking transformations?
• Amid the hype and the resilience of Generative AI, how swiftly can IT leaders deploy the new technology and realize its benefits to challenge practices?
• How can energy and downstream companies adopt new AI technologies to accelerate innovation and learning? What are the challenges in applying learnings and developing new business models?

5:00PM - 5:20PM

Roundtable Ends / Group Photograph

6:00PM - 7:00PM

VIP Reception

7:00PM - 9:00PM

VIP Dinner