Commodities Research and Insights Forum, Houston

November 5 | Hyatt Regency Houston/Galleria

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Session Timings

3:30 – 4:00pm

Registration and Networking

4:00 – 4:05pm

Opening Remarks

4:05 – 4:20pm

Winter Weather Outlooks

Speaker:

  • Thomas Walsh, Director of Weather & Climate Research, LSEG

4:20 – 5:00pm

How Winter Outlooks for Weather and Gas Drive Power Price Forecasting

Weather – Winter Weather Outlook

Gas – Winter Gas Outlook

Power – Building a Generation Stack Model to Forecast Power Prices


Speakers:

  • Drew Manecke, Research Principal, Power, LSEG

  • Saheed Olayiwola, Senior Data Scientist, LSEG

     

5:00 – 5:10pm

Coffee Break

5:10 – 5:55pm

Geopolitical volatility, markets dislocations related to sanctions and tariffs

Bark or bite: Impact of tariffs and sanctions on the American oil markets

  • Effectiveness of secondary tariffs on buyer willingness to purchase sanctioned crude

     

  • Venezuela takes a page from Russia and Iran’s playbook in using shadow fleet to evade US sanctions

  • China’s stockpiling blurs the line between genuine demand and strategic hoarding

     

     

Speaker:

  • Rishi Rajanala, Research Specialist, Oil Americas, LSEG

Changing global trade in refined oil products under sanctions

  • Adapting to the sanction’s regime: the trading business changes

  • Nothing personal, just business: the price of trade relations

  • Direct and indirect sanctions impact on US refined product imports and exports

     

Speaker:

  • Aleksandr Shkurin, Research Manager, Oil, Americas , LSEG

 

5:55 – 6:40pm

US State Biofuel Mandates: Can They Replace The RFS?

  • US State Biofuel Mandates and Incentives by Region

  • West Coast Low Carbon Fuel Standards

     

  • Loss of Renewable Identification Numbers

Speakers:

  • Shameek Ghosh, Senior Research Specialist, LSEG

  • Aishwarya Gogoi, Research Manager, Carbon, LSEG

6:40 – 6:45pm

Closing Remarks

6:45 – 8:15pm

Cocktail receptions and LSEG Demo stands