Opening remarks by Alessandro Sanos, Global Director Customer Strategy & Execution – Commodities, LSEG

• Commodities Market Update by John Kemp, Founder and Director of Base Research

• Electrification of energy demand in Europe: Trends, drivers, and new demand segment

• Renewables on the rise: Opportunities and barriers to scaling clean energy

• Global gas dynamics: Shifting demand patterns and market implications

• Asia’s power sector: The evolving role of gas in a rapidly electrifying region

• How electrification will drive surging demand for key metals, from lithium and nickel for batteries to copper and steel for grids and renewables, what that means for supply and policy.

Speakers

• Margarita Flores, Research Lead, Power, LSEG

• Deborah Idowu, Research Specialist, Metals, LSEG

• Samuel Good, Research Lead, LNG, LSEG

• Moderated by Reza Haidari, Director of Power, Gas, Coal and Carbon, LSEG

• CBAM & Aluminum Market: Explored the implications of carbon border adjustment mechanisms on domestic industry, trade flows, and the challenges of carbon leakage and emissions scope.

• Assessed readiness and cost of sustainable aviation fuels (SAF), and the evolving role of carbon markets (CORSIA, EU ETS, UK ETS) in shaping demand across aviation, shipping, and agriculture.

• IMO Net Zero Framework: Discussed the proposed carbon market for international shipping and its potential ripple effects on biofuels and agricultural commodities.

• EU Carbon Policy Outlook: Reviewed upcoming changes to EU ETS and CBAM (launching in 2026), with a focus on industrial cost impacts, regulatory uncertainty, and cross-sectoral effects on metals, fertilizers, and transport.

• Oil & Transport Fuels: Covered strategies for decarbonizing road, shipping, and aviation fuels, including Europe's implementation of the Renewable Energy Directive and rising SAF capacity targets.

Speakers

• Gabrielle Kinder, Research Lead, Carbon, LSEG

• Saida Litosh, Research Lead, Metals, LSEG

• Tim Deehan, Senior Analyst, Oil, LSEG

• Amrit Singh,

  Senior Manager, Shipping Research, LSEG

• Moderated by Chris Evans, Director, Metals, LSEG

• Climate change and extreme weather: impacts on commodity supply and outlook through 2026

• Strategies to mitigate climate-related disruptions across key sectors

• Oil market instability driven by geopolitical conflict, sanctions, and tariffs

• Cross-commodity risks from climate and policy volatility

• Planning for resilience amid evolving environmental and geopolitical pressures

Speakers

• Amrit Singh, Senior Manager, Shipping Research, LSEG

• Amy Bowe, Director, Oil Research, LSEG

• Thomas Walsh, Director, Weather and Climate Research, LSEG

• Commodities Market Update by John Kemp, Founder and Director of Base Research

• Moderated by Alessandro Sanos, Global Director Customer Strategy & Execution – Commodities, LSEG

• Commodities Market Update by John Kemp, Founder and Director of Base Research