Rystad Energy Mumbai Briefing

2:00pm

Welcome remarks

2:10pm

The legacies of the Middle East crisis on global energy markets 

• How the crisis compares with previous epoch-changing energy shocks and impact on demand destruction
• The rise of geopolitical spheres of influence and competing energy systems
• How oil, gas and renewables are being reshaped: Rystad Energy House View

Claudio Galimberti, Chief Economist, Rystad Energy

2:30pm

Make Middle East great again!

• Chokepoints as strategic leverage 
• The bypass and recovery reality 
• OPEC’s dilemma in a shifting oil order

Aditya Saraswat, Senior Vice President, Research Director MENA, Rystad Energy

2:50pm

Balancing barrels and growth: India sailing through the storm

• Tight barrels, strong demand
• Doing more with less: Evolution of Indian refineries
• Beyond crude: Naphtha and LPG under pressure

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

3:10pm

Panel discussion 1: India’s energy future: Between Middle East dependence and strategic liberation

• Middle East as an alternative source of crude, LPG & LNG

• Recalibrating the Gulf equation: India’s partnership push
• OPEC+ Losing grip: India eyes long-haul crude alternatives

Claudio Galimberti, Chief Economist, Rystad Energy (Moderator)

3:40pm

Break

4:00pm

Opportunities and threats for India’s energy supply chain created by the Middle East conflict

• EPC opportunities in repair and reconstruction of damaged facilities
• As a new Middle East energy map is being drawn, new opportunities for Indian pipe & steel manufacturers
• Short-term threats for the Indian energy supply chain from rising energy costs

Roman Filimonov, Senior Vice President, Supply Chain Research, Rystad Energy

Karan Satwani, Senior Analyst, Supply Chain Research, Rystad Energy

4:20pm

Panel discussion 2: The Indian energy supply-chain response to the Middle East conflict

• A repair bill running into tens of billion dollars is looming for Gulf Energy infrastructure
• Significant new Energy Infrastructure also forecast to avoid the Strait of Hormuz
• How is the Indian supply chain poised to respond?

Alistair Ramsay, Vice President, Energy Metals, Rystad Energy (Moderator)

Vipul Mathur, MD & CEO, Welspun Corp (Confirmed)

4:50pm

Closing remarks

Parul Chopra, Head of Research, India, Rystad Energy

5:00pm

Event ends