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2019 Wood Mackenzie Energy Transition China Forum 2019年伍德麦肯兹能源转型中国论坛

  • People's Republic of China

China’s energy transformation: a new era in commodity markets

Wood Mackenzie will be holding 2019 Wood Mackenzie Energy Transition China Forum on Thursday, 17th October in Beijing, China. China is at the forefront of the energy transition. Renewable electricity, EV adoption and coal-to-gas switching continue to ramp up. Fuel mix is now significantly more diversified and the share of low carbon energy has grown to 20% compared to ~ 10% five years ago. Investment in new technologies continues to increase. However, the external environment has changed significantly over the past year and trade risks are pointing to a slowdown in economic growth. At our 2nd annual energy forum in Beijing, we will discuss the pace and scale of China’s energy transition and its impact on global commodity markets. We welcome you to our 2019 Wood Mackenzie Energy Transition China Forum where we will discuss these topics and more. If you have any questions, please contact rune.wang@woodmac.com.

Agenda

  • 17 October 2019

    • Registration

    • Welcome and introductions

    • 1st Paper : China’s energy and economic trends

      - Largest consumer and importer of energy and mining commodities is rapidly changing the fuel mix
        
      - Tracking climate credentials: benchmarking China, Europe and the US on decarbonisation and sustainability goals

      - How will emerging technologies shape China’s energy future?

      Speakers

      • Prakash has over 25 years’ experience in energy and metals & mining and climate change policy developments, ranging from change management to business strategy and commodity markets. He joined Wood Mackenzie in 2006 and is currently based in Singapore. He leads integrated analysis, energy transition and cross-commodity discussions in Asia Pacific. He has presented to board and senior-level management teams, as well as at major industry conferences. Previously, Prakash spent two years in Beijing as head of China research guiding a team of analysts on China’s energy and economic trends, including supply-side reforms, inter-fuel competition and commodity prices. He has also led global coal markets analysis for five years delivering research on decarbonisation policies, impact of renewables, alternative scenarios and evolving patterns of supply and demand. Prior to joining Wood Mackenzie, Prakash had extensive experience in the natural resources sector, including export-import of bulks and ferrous commodities for an established Canadian trading firm. He has also spent nine years in the mining industry specialising in business improvement, international sourcing and ISO 9001 certification. Prakash is a Mining Engineer with an MBA from the International Management Institute in India.

    • 2nd Paper: China’s struggle for domestic gas and implications for global LNG

      - What to expect for the winter of 2019/2020 in China?



      - Domestic production: where will growth come from?



      - China’s LNG demand and contracting trends

      - Global gas: a market in need of new LNG investments but where will it flow?

      Speakers

      • Miaoru Huang joined Wood Mackenzie in 2016 and heads up Wood Mackenzie’s China Gas and Power team in Beijing. She and the team conduct integrated and comprehensive research into natural gas/LNG, coal, power and renewables in China. The team also supports various consulting assignments. Prior to joining Wood Mackenzie, Miaoru worked for Rio Tinto as Senior Advisor – Energy & Climate Strategy, Asia for seven years. Miaoru holds an MSc in Management Science and Engineering from Tsinghua University and a joint master’s degree in Energy Management from École des Mines de Paris. Miaoru is fluent in Mandarin, English and Cantonese.

      • Xueke works as the China Gas and LNG Associate, based in Beijing. Xueke joined Wood Mackenzie in October 2017 as a Base Metals Associate, working on bauxite, alumina and aluminium research focusing on China, also gold mines cost services globally. She provided cost analysis of refineries and smelters as well as market updates. Xueke holds an MSc degree in Petroleum Geoscience from Imperial College London, and a BSc degree in Geology from Sun Yat-sen University.

    • Coffee break

    • 3rd Paper: Oil price outlook: supply resilience, rising geopolitics tensions and peak demand risks

      - US, OPEC and Russia: a more uncertain world in oil markets



      - China’s oil import dependency and plateauing demand in the transport sector



      - Refining overcapacity: transition toward petrochemicals

      Speakers

      • Rui Hou joined Wood Mackenzie Beijing office in July 2017 and is responsible for refining analysis primarily focusing on China for Product Markets Service, Refinery Evaluation Model and PetroPlan. Before joining Wood Mackenzie, Rui was an oil analyst in Platts, where he was responsible for the supply and demand analysis for China’s petroleum products. His research interests and experience mainly concentrate on oil supply/demand modelling and analysis on the large-scales (e.g., national and provincial levels).

    • 1st panel session: how are oil and gas companies adapting to the energy transition?

      Speakers

      • Prakash has over 25 years’ experience in energy and metals & mining and climate change policy developments, ranging from change management to business strategy and commodity markets. He joined Wood Mackenzie in 2006 and is currently based in Singapore. He leads integrated analysis, energy transition and cross-commodity discussions in Asia Pacific. He has presented to board and senior-level management teams, as well as at major industry conferences. Previously, Prakash spent two years in Beijing as head of China research guiding a team of analysts on China’s energy and economic trends, including supply-side reforms, inter-fuel competition and commodity prices. He has also led global coal markets analysis for five years delivering research on decarbonisation policies, impact of renewables, alternative scenarios and evolving patterns of supply and demand. Prior to joining Wood Mackenzie, Prakash had extensive experience in the natural resources sector, including export-import of bulks and ferrous commodities for an established Canadian trading firm. He has also spent nine years in the mining industry specialising in business improvement, international sourcing and ISO 9001 certification. Prakash is a Mining Engineer with an MBA from the International Management Institute in India.

      • Miaoru Huang joined Wood Mackenzie in 2016 and heads up Wood Mackenzie’s China Gas and Power team in Beijing. She and the team conduct integrated and comprehensive research into natural gas/LNG, coal, power and renewables in China. The team also supports various consulting assignments. Prior to joining Wood Mackenzie, Miaoru worked for Rio Tinto as Senior Advisor – Energy & Climate Strategy, Asia for seven years. Miaoru holds an MSc in Management Science and Engineering from Tsinghua University and a joint master’s degree in Energy Management from École des Mines de Paris. Miaoru is fluent in Mandarin, English and Cantonese.

      • Mr. Whitworth manages Woodmac’s power and renewables research team in Asia, which brings together regional expertise spanning from technology, to generation assets, through to demand markets. He has over 10 years experience in the energy industry in China including at McKinsey, General Electric and IHS Markit. His work experience includes provincial-level modeling of China’s power, coal and gas markets, policy planning and forecasting, power project feasibility studies, and developing product strategy for power equipment. Mr. Whitworth holds a Masters in Engineering from Columbia University, and a Masters in Public and International Affairs from the Woodrow Wilson School at Princeton University.

    • Lunch

    • 4th Paper:Powering China: can renewable electricity compete against fossil fuels longer-term?



      - How competitive will renewable electricity become?

      - Sprint or Marathon: competitiveness trends across the provincial landscape
         
      - Challenges for renewables with curtailment and long-distance transmission

      Speakers

      • Frank Yu is Principal Consultant for Asia-Pacific Power and Renewables based in Beijing. Frank was instrumental in developing Wood Mackenzie’s China Gas Service and eventually the China Power Model which covered provincial power markets, inter-provincial power flows and the competitiveness of gas in the China power market. Prior to Wood Mackenzie, Frank worked for a number of years with Pöyry, a management and engineering consultancy. In this role, Frank participated in numerous consulting projects, the majority of which focused on China’s burgeoning energy sector. Frank Yu has a diversified education background in geology, climate change sciences and energy economics. Prior to joining Pöyry, Frank worked at the College of Urban and Environmental Sciences at Peking University as a postdoctoral fellow after earning his Ph.D Degree at Lanzhou University.

    • 5th Paper: Turbulence ahead: Outlook for global renewable power markets

      - Market trends in the 2020s for wind, solar and storage capacity in key regions - Impact of changing policy climate including subsidies and power market regulation - Outlook for renewable technology improvements and costs - Progress of Chi Read More...

      Speakers

      • Mr. Whitworth manages Woodmac’s power and renewables research team in Asia, which brings together regional expertise spanning from technology, to generation assets, through to demand markets. He has over 10 years experience in the energy industry in China including at McKinsey, General Electric and IHS Markit. His work experience includes provincial-level modeling of China’s power, coal and gas markets, policy planning and forecasting, power project feasibility studies, and developing product strategy for power equipment. Mr. Whitworth holds a Masters in Engineering from Columbia University, and a Masters in Public and International Affairs from the Woodrow Wilson School at Princeton University.

    • Coffee break

    • 6th paper: The great electric vehicle race and implications for metals and mining

      - The rise of electric cars in China: barriers and enablers to mass adoption



      - Metals demand associated with battery and charging infrastructure

      Speakers

      • Based in Beijing, Yanting' s knowledge of metals end use markets in China extends to the property, electrical network, transportation, machinery and appliance sectors. Though she focuses on China’s copper market, she has also accumulated an in-depth understanding of copper demand in all of Asia. Yanting joined Wood Mackenzie in 2015 as a consultant in the Copper Markets team. Since then, she has expanded the coverage of the copper market service by building up bottom-up end-use demand model, and conducting primary research in China. She has also published several cross-metals research insights focused on metals demand from China's property market, and the Belt and Road initiative. Prior to joining Wood Mackenzie, Yanting worked as an analyst at Rio Tinto, where she assessed China’s long-term growth potential of commodity demand based on research projects on property, land and the industrial sectors. She was also responsible for developing and maintaining the company’s China steel demand model. Yanting holds a MS degree in Economics from Tufts University, and a BA degree in Economics from Nankai University.

      • Yujiao Lei joined Wood Mackenzie in August 2016 as a research associate in the Cross-Commodity Analytics team. She is responsible for oil demand analysis primarily focusing on China. She has built up an extensive knowledge of oil’s end-use markets, such as the road transport sector, and has taken a leading role in determining Wood Mackenzie's outlook for China’s electric vehicle market. Prior to joining Wood Mackenzie, Yujiao was an energy analyst with Caixin Media Group, focusing on energy sustainability in China. She has also worked as a research analyst for IHS Markit, modeling and forecasting oil and gas activities in North America. Yujiao holds an MMgt in Energy Finance from Tulane University and a BSc in Industrial Engineering from Purdue University.

    • 7th paper: Investing in a time of energy and climate transition

      - Metals and mining role as an enabler of the transition - Sources of current and future supply - Prices for energy transition battery materials - Climate change means new evolving risks

      Speakers

      • Gillian joined Wood Mackenzie as Head of Copper Research in 2019 and is based in Singapore. Prior to this role, she held various commodity analysis, governance and strategy roles with BHP and South32 in Singapore, and spent one year working on business development and customer success for DecisionNext (a US based analytics company). Before relocating to Singapore, Gillian held roles in commodity analysis and consulting with CRU in their London and Beijing offices. Gillian started her career working for the South African Chamber of Mines in Johannesburg. Gillian holds a B.Com from the University of the Witwatersrand in South Africa and M.SC in Finance from Birkbeck, University of London.

    • 2nd panel discussion: how are metals and mining companies adapting to the energy transition?

      Speakers

      • Prakash has over 25 years’ experience in energy and metals & mining and climate change policy developments, ranging from change management to business strategy and commodity markets. He joined Wood Mackenzie in 2006 and is currently based in Singapore. He leads integrated analysis, energy transition and cross-commodity discussions in Asia Pacific. He has presented to board and senior-level management teams, as well as at major industry conferences. Previously, Prakash spent two years in Beijing as head of China research guiding a team of analysts on China’s energy and economic trends, including supply-side reforms, inter-fuel competition and commodity prices. He has also led global coal markets analysis for five years delivering research on decarbonisation policies, impact of renewables, alternative scenarios and evolving patterns of supply and demand. Prior to joining Wood Mackenzie, Prakash had extensive experience in the natural resources sector, including export-import of bulks and ferrous commodities for an established Canadian trading firm. He has also spent nine years in the mining industry specialising in business improvement, international sourcing and ISO 9001 certification. Prakash is a Mining Engineer with an MBA from the International Management Institute in India.

      • Gillian joined Wood Mackenzie as Head of Copper Research in 2019 and is based in Singapore. Prior to this role, she held various commodity analysis, governance and strategy roles with BHP and South32 in Singapore, and spent one year working on business development and customer success for DecisionNext (a US based analytics company). Before relocating to Singapore, Gillian held roles in commodity analysis and consulting with CRU in their London and Beijing offices. Gillian started her career working for the South African Chamber of Mines in Johannesburg. Gillian holds a B.Com from the University of the Witwatersrand in South Africa and M.SC in Finance from Birkbeck, University of London.

      • Based in Beijing, Yanting' s knowledge of metals end use markets in China extends to the property, electrical network, transportation, machinery and appliance sectors. Though she focuses on China’s copper market, she has also accumulated an in-depth understanding of copper demand in all of Asia. Yanting joined Wood Mackenzie in 2015 as a consultant in the Copper Markets team. Since then, she has expanded the coverage of the copper market service by building up bottom-up end-use demand model, and conducting primary research in China. She has also published several cross-metals research insights focused on metals demand from China's property market, and the Belt and Road initiative. Prior to joining Wood Mackenzie, Yanting worked as an analyst at Rio Tinto, where she assessed China’s long-term growth potential of commodity demand based on research projects on property, land and the industrial sectors. She was also responsible for developing and maintaining the company’s China steel demand model. Yanting holds a MS degree in Economics from Tufts University, and a BA degree in Economics from Nankai University.

      • Ming manages Wood Mackenzie’s Beijing iron ore, steel and coal team. He joined our Beijing office in 2012 as a cost consultant on the iron ore and steel cost service. He has 12 years’ consulting and research experience with a specific focus on the mining sector. He also has extensive technical and market knowledge in steelmaking and iron ore mining, as well as advanced knowledge of financial analysis and evaluation, having passed the CFA level II exam. Prior to joining Wood Mackenzie, Ming worked for CRU Group as a cost analyst on steel and iron ore cost models. Besides research, he also contributed to single-client strategy projects in iron ore, coking coal, coke and steel. Prior to this, Ming was a research analyst in McKinsey’s Basic Material Institute team in Shanghai, supporting consulting projects worldwide. He also engaged in consulting projects for local Chinese steel companies.

      • Yujiao Lei joined Wood Mackenzie in August 2016 as a research associate in the Cross-Commodity Analytics team. She is responsible for oil demand analysis primarily focusing on China. She has built up an extensive knowledge of oil’s end-use markets, such as the road transport sector, and has taken a leading role in determining Wood Mackenzie's outlook for China’s electric vehicle market. Prior to joining Wood Mackenzie, Yujiao was an energy analyst with Caixin Media Group, focusing on energy sustainability in China. She has also worked as a research analyst for IHS Markit, modeling and forecasting oil and gas activities in North America. Yujiao holds an MMgt in Energy Finance from Tulane University and a BSc in Industrial Engineering from Purdue University.

    • Networking

Fees

If you are not a client please use the enquiry form at the top of this page to register your interest in attending.