24 July 2018
Welcome and Introduction
Refining-focused session 1: Global refining facing a new world order?
- Peak oil demand – key drivers
- Implications of demand changes to global refining
- Options for refiners to stay ahead
Petchems-focused session 1: Refining and chemicals integration - a necessity, not a choice
- Reasons of integration and why it is becoming a necessity
- Integrated site margins with focus on new crude to chemicals sites in China
- Gasoline surplus - Implications and options for export refiners
Refining-focused session 2: Evolving global crude and condensate trade flows
- US light crude exports: How much is coming to Asia and why?
- Asia condensate market getting tighter: What is driving this?
- How will IMO 2020 affect global crude trade flow?
Refining-focused session 3: Megatrends and the future of downstream
- Consumer vehicle preferences (EVs, fuel efficiency)
- Technology impacts on consumer behavior (ridesharing and demand implications)
- Carbon regulation (carbon taxes, biofuels, crude carbon intensity issues)
- Preserving long-term profitability
Refining-focused session: Q&A session
Petchems-focused session 2: Asia Olefin Derivatives Exporters Facing Strong Headwinds
- China growing self-sufficiency resulting in stagnant to declining growth for olefins derivatives imports
- This slowing demand is complicated by growing competition from cost advantaged production in the US
- What export oriented producers in Asia need to do to overcome these challenges?
Petchems-focused session 3: China's evolving aromatics industry: it's not just about paraxylene
- China PX update
- Rise in standalone reforming capacity in China adds associated BTX
- What is happening to coke-oven and pygas benzene supply in China
- Changing configurations of PX in China and shifts in aromatics yields
Final Q&A session/Networking