Rystad Energy Oil markets briefing & networking drinks

Time

Session

5:00pm

Registration and welcome drinks

5:30pm

Navigating the Unexpected – Black Swan events in global Oil Markets 

1. Signals from the big market shocks in recent times, and what got missed

   o  Supply shocks fueled by geo-political crisis 

   o  Demand shocks driven by China's transition and Trump tariffs 

   o  Price shocks amplified by big player moves – OPEC+, BRICS+, US

2. Emerging signals towards the next big, unexpected market move?

   o  Russia situation, OPEC+ unexpected policy moves and BRICS+ alignment?

   o  Trade flow blockage scenarios in key trading routes in ME and South China sea?

   o  Quality shifts – crude, refining diets & yields, margin

3. Sharpening the most profitable trading strategies for the next 6 months

   o  OPAQUE vs non-OPAQUE oil fundamentals vs. Trader positioning trends 

   o  What Real time data tracking of supply, demand, and refining is projecting 

   o  WTI-sation of refining diets in Asia and Light ends (C3/C4/NGLs) trends

Mukesh Sahdev, Senior Vice President, Chief Oil Analyst, Rystad Energy

Lin Ye, Vice President, Commodity Markets - Oil, Rystad Energy

Pankaj Srivastava, Senior Vice President, Commodity Markets - Oil, Rystad Energy

Manish Sejwal, Senior Vice President, Commodity Markets - Oil, Rystad Energy

Priya Walia, Vice President, Commodity Markets - Oil, Rystad Energy

6:30pm

Networking drinks