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  2. London Downstream & Chemicals Forum
Refinery at night

2017 London Downstream & Chemicals Forum

  • London, United Kingdom
Wood Mackenzie will provide the latest insight into key trends currently affecting the refining, chemicals and oil markets. Join us to discuss the big issues facing the industry and listen as our experts share their views.

Agenda

  • 19 September 2017

    • Registration & Refreshments

    • Welcome & Introduction

      Speakers

      • Gordon McManus is currently Head of EMEARC Oils and Refining Research where he is responsible for leading the team producing comprehensive analysis of the refining assets, oil product markets and fuels value chains in the EMEARC region. Gordon joined Wood Mackenzie in 2006, initially specialising in analysis of short and long-term demand trends within the global oil products market. He then transitioned into management of Wood Mackenzie’s Product Markets Service, providing detailed, long-term analysis of the global refined products markets. Gordon has also undertaken extensive research into the impact of biofuels on the downstream oil sector. He led the analysis for two major multi-client studies of the global biofuels market and has presented at numerous international conferences on the subject. Gordon holds a first class BSc in chemistry from the University of St. Andrews and a PhD from the University of Cambridge.

    • Crude oil outlook: when are OPEC and conventional barrels needed?

      Speakers

      • Douglas is the Senior Research Manager for Wood Mackenzie’s Global Oil Supply Team. He is responsible for coordinating Wood Mackenzie’s oil supply forecasting work. Since joining Wood Mackenzie in 2005, Douglas has covered analysis of most regions: Latin America, Africa, Asia Pacific; Russia and the Caspian; the Middle East and parts of North America. Within his role, Douglas draws on the full upstream staff of Wood Mackenzie – more than 200 analysts – to develop the production and capacity outlook for both short and long term supply trends. Within his time in the team, Douglas has also led analysis of global decline rates, global breakeven cost curves, supply outages and participated in the Wood Mackenzie Future of Shale Oil Multi-Client offering. Prior to joining Wood Mackenzie Douglas spent almost three years at Reuters Research Ltd as a financial data analyst/team leader. Douglas graduated from the University of Edinburgh with a BCom (Hons) in Business Studies and Accounting.

      • Alan is VP Refining, Chemicals and Oil Markets. He is responsible for formulating Wood Mackenzie’s research outlook and integrated cross-sector perspectives on this global sector. Alan Gelder joined Wood Mackenzie’s Downstream Consulting team in 2005 and became global head in 2009. He transitioned into research upon his return from Houston in 2011 and was Global Head of Refining and Chemicals. Prior to joining Wood Mackenzie, Alan had 10 years of industry consulting after working for ExxonMobil in a variety of project planning and technical process design roles. Alan has a first class Master Degree in Chemical Engineering from Imperial College, London, supplemented by an MBA from Henley Management College.

    • Short-term refining: will middle distillates strike back in 2018?

      Speakers

      • Jonathan Leitch is currently Research Director within the EMEARC refining and oil products research team at Wood Mackenzie, where he leads our coverage of the short term oil products markets, co-ordinating and analysing regional supply and demand trends and producing the outlook for prices and margins. Jonathan also leads Wood Mackenzie’s long-term forecasting for product prices and refining margins. He joined Wood Mackenzie in 2008 after working as a research analyst at another leading oil consultancy where he spent four years actively involved in analysis of the supply and demand fundamentals of the downstream markets. With over 25 years oil market experience, Jonathan has worked in trading for Rhein Oel/RWE Trading dealing with physical crude oil and futures and derivatives. Prior to this he worked for Shell in crude oil operations and shipping. His work in the trading sector has involved writing and negotiating contracts, all aspects of cargo and shipping operations, trade finance, risk management and creating trading strategies.

    • Coffee & Networking

    • Refining to 2022: IMO, mega refineries and a flood of light crude

      Speakers

      • Rachel Williams is currently Research Director within the EMEARC refining and oil products research team at Wood Mackenzie having re-joined the company in 2015. An authority on Wood Mackenzie’s view on the EMEARC refining sector, she continues to develop our messages within a global context for publication in both Product Market Services and Refinery Evaluation Model. Prior to re-joining Wood Mackenzie, Rachel was a Vice President at Citi working in the Oils Commodities trading team primarily focusing on trading strategies for clean product markets. Throughout her time in banking she also has experience in advisory consulting for both industry and financial clients through buy side due diligence and cash flow modelling. With over 15 years experience at Chevron, ConocoPhillips, Bank of America Merril Lynch and Citi, Rachel has worked throughout the industry from physical refinery engineer, LP planning, fundamental analysis and trading strategy. Rachel graduated from the University of Bath with a Bachelor degree in Chemical Engineering.

    • Chemicals: drivers and implications of their growing importance to oil demand

      Speakers

      • Alex is VP Chemical Research and currently has global responsibility for chemical, polymers and fibres for PCI Wood Mackenzie. He contributes to research generation, multi-client and private consulting studies using his vast expertise in global olefins, aromatics and polymers. Alex often gives executive presentations on the global outlook of commodity chemicals as well as present at key chemical industry events. Alex joined Wood Mackenzie in September 2012 to set up and build a new chemical research practice for Wood Mackenzie. Alex has 25 years' experience in the global chemicals industry with over 20 years in research and consulting. Prior to joining Wood Mackenzie, Alex held positions at CMAI/IHS, including global business director for the aromatics and fibres business groups responsible for research, P&L and personnel; and director of styrenics. Alex is graduate of Louisiana State University with a degree in Economics.

    • European fuels marketing: planning for a lower volume future

      Speakers

      • Gerrit is a Senior Manager in Wood Mackenzie’s Refining & Oil Products Research team. He has ten years’ experience in consulting, fuel & derivatives trading and downstream oil research in both industry and advisory roles. Gerrit manages a research team covering downstream markets, assets and companies for Wood Mackenzie’s Downstream Oil Service, with a particular focus on fuels marketing. Gerrit has also worked on downstream consulting projects in the field of retail and commercial fuels marketing operations and infrastructure in Europe and Africa. He is currently based in London, United Kingdom. Before joining Wood Mackenzie Gerrit worked for World Fuel Services as a pricing & risk analyst. Prior to this he was a consultant transport economist in Cape Town, South Africa, where he worked mainly on transport and logistics infrastructure appraisal for African mining and energy projects. He has a Masters degree in Transport Economics from Stellenbosch University.

    • Networking Lunch

    • Workshops

      Refining Markets: Downstream implications of US crude exports IMO 2020 impact update. / Crude Markets: When and why might transport demand peak?

      Speakers

      • David Doherty is currently a Senior Research Analyst within the EMEARC refining and oil product markets team in London. David leads our oil demand coverage for Europe, Africa and the FSU – coordinating with our colleagues across Wood Mackenzie to form a harmonised oil demand outlook. He joined Wood Mackenzie in 2016 following three years at Citibank in London where he worked as an oil products trader and market strategist. His role at Citibank included executing hedging strategies for corporate clients along with trading on a proprietary basis. Prior to that David worked as a pricing actuary with Standard Life. David holds a first-class honours BSc in Financial and Actuarial Mathematics from Dublin City University (DCU) and an MSc in Finance from Imperial College London.

      • Lindsay Sword is a senior refining analyst with a focus on net cash margin analysis for European refineries. Since joining Wood Mackenzie in 1996, Lindsay has worked in both the research and consulting sides of the business. Most recently her focus has been on developing and then contributing to Wood Mackenzie’s Refinery Evaluation Model. This includes developing key messages and industry insights, and communicating them to the refining community. She has also been involved in numerous consultancy projects with particular emphasis on refinery supply, product quality, pricing and product trade. Lindsay holds a BSc Honours degree in Mathematics from Heriot-Watt University in Edinburgh

      • Iain is responsible for oil demand analysis in Europe and the Middle East, focusing on the development of short and long term forecasts for all petroleum product markets. The role has a particular focus on the transport sector, analysing the impact of factors such as public policy, technological change and the macro economy on oil demand for sea, air and surface transportation. Prior to joining Wood Mackenzie, Iain worked at a global engineering consultancy for seven years, where he was their lead energy economist, focusing on the appraisal of investments in energy and transport infrastructure. Prior to this, Iain worked for five years in economic consulting. Iain graduated from Strathclyde Business School with a BA (Hons) in International Business and Modern Languages and has a MSc in Economics from the University of Edinburgh.

      • Alan is VP Refining, Chemicals and Oil Markets. He is responsible for formulating Wood Mackenzie’s research outlook and integrated cross-sector perspectives on this global sector. Alan Gelder joined Wood Mackenzie’s Downstream Consulting team in 2005 and became global head in 2009. He transitioned into research upon his return from Houston in 2011 and was Global Head of Refining and Chemicals. Prior to joining Wood Mackenzie, Alan had 10 years of industry consulting after working for ExxonMobil in a variety of project planning and technical process design roles. Alan has a first class Master Degree in Chemical Engineering from Imperial College, London, supplemented by an MBA from Henley Management College.

    • Coffee & Networking

    • Workshops

      Refining Markets: Impact of post-2020 refining mega projects Chemicals investment opportunities. / Crude Markets: OPEC policy responses to US tight oil

      Speakers

      • Alex is VP Chemical Research and currently has global responsibility for chemical, polymers and fibres for PCI Wood Mackenzie. He contributes to research generation, multi-client and private consulting studies using his vast expertise in global olefins, aromatics and polymers. Alex often gives executive presentations on the global outlook of commodity chemicals as well as present at key chemical industry events. Alex joined Wood Mackenzie in September 2012 to set up and build a new chemical research practice for Wood Mackenzie. Alex has 25 years' experience in the global chemicals industry with over 20 years in research and consulting. Prior to joining Wood Mackenzie, Alex held positions at CMAI/IHS, including global business director for the aromatics and fibres business groups responsible for research, P&L and personnel; and director of styrenics. Alex is graduate of Louisiana State University with a degree in Economics.

      • Douglas is the Senior Research Manager for Wood Mackenzie’s Global Oil Supply Team. He is responsible for coordinating Wood Mackenzie’s oil supply forecasting work. Since joining Wood Mackenzie in 2005, Douglas has covered analysis of most regions: Latin America, Africa, Asia Pacific; Russia and the Caspian; the Middle East and parts of North America. Within his role, Douglas draws on the full upstream staff of Wood Mackenzie – more than 200 analysts – to develop the production and capacity outlook for both short and long term supply trends. Within his time in the team, Douglas has also led analysis of global decline rates, global breakeven cost curves, supply outages and participated in the Wood Mackenzie Future of Shale Oil Multi-Client offering. Prior to joining Wood Mackenzie Douglas spent almost three years at Reuters Research Ltd as a financial data analyst/team leader. Douglas graduated from the University of Edinburgh with a BCom (Hons) in Business Studies and Accounting.

      • Torbjorn is a Principal Analyst in Verisk Maplecroft’s Middle East and North Africa (MENA) team, specialising in political and regulatory challenges associated with investing in the region. He regularly provides analysis on regional and country-specific issues to a broad range of clients in addition to media outlets such as Reuters, Bloomberg, The Washington Post and the Financial Times. Before joining the company in 2011, Torbjorn focused on geopolitical and security issues at the International Institute for Strategic Studies and IHS Jane’s. Torbjorn holds a master’s degree in Arabic and Politics from the University of Edinburgh and a master’s in Strategic Studies from the University of Aberdeen. He also has first-hand experience of the MENA region from his time living and working in Cairo.

      • Heitham Tolba is a Senior Analyst within our Refining & Chemicals research division, specialising on Russia & the Caspian region. He is the Product Manager of PetroPlan and our Refinery Evaluation Model and is responsible for our Russian, Caspian, and Central & Eastern European (C&EE) short- and long-term refining & chemicals research coverage. Heitham joined Wood Mackenzie in 2012, after working as an energy analyst at a consultancy in Vienna where he spent years actively involved in the analysis of downstream and petrochemicals markets, with a focus on Asia and the FSU. Since joining Wood Mackenzie, Heitham has been covering and expanding on Wood Mackenzie’s Russian, Caspian and C&EE refinery modelling, product markets outlook, refinery crude slates and supply, in addition to on-going refinery margin analysis and refining competitiveness evaluation. As a subject matter expert, Heitham has been actively involved in a range of Wood Mackenzie’s consulting projects in the EMEARC region. Heitham has a degree in Economics and East European Studies from University College London (UCL).

      • Stewart is VP, Upstream Research with a specific focus on Saudi Arabia and the wider Middle East. Since joining Wood Mackenzie in 1996, Stewart has advised a wide range of clients on entry and growth strategies, fiscal terms, competitor intelligence, asset benchmarking, M&A, global supply outlook and project finance due diligence. He has recently appeared before a UK parliamentary select committee, providing expert opinion on the Middle East’s oil and gas sector. He has been quoted extensively in the financial press. Stewart has 26 years oil industry experience in a variety of technical and commercial functions. Before joining Wood Mackenzie Stewart was a senior geophysicist with GETECH. Stewart started his career as a field engineer, spending two years exploring for oil and gas in Nigeria and Libya. Stewart graduated from Leeds University with a BEng (Honours) degree in Electrical and Electronic Engineering and holds an MSc in Exploration Geophysics, also from Leeds.

      • Alan is VP Refining, Chemicals and Oil Markets. He is responsible for formulating Wood Mackenzie’s research outlook and integrated cross-sector perspectives on this global sector. Alan Gelder joined Wood Mackenzie’s Downstream Consulting team in 2005 and became global head in 2009. He transitioned into research upon his return from Houston in 2011 and was Global Head of Refining and Chemicals. Prior to joining Wood Mackenzie, Alan had 10 years of industry consulting after working for ExxonMobil in a variety of project planning and technical process design roles. Alan has a first class Master Degree in Chemical Engineering from Imperial College, London, supplemented by an MBA from Henley Management College.

    • Closing Remarks

      Speakers

      • Gordon McManus is currently Head of EMEARC Oils and Refining Research where he is responsible for leading the team producing comprehensive analysis of the refining assets, oil product markets and fuels value chains in the EMEARC region. Gordon joined Wood Mackenzie in 2006, initially specialising in analysis of short and long-term demand trends within the global oil products market. He then transitioned into management of Wood Mackenzie’s Product Markets Service, providing detailed, long-term analysis of the global refined products markets. Gordon has also undertaken extensive research into the impact of biofuels on the downstream oil sector. He led the analysis for two major multi-client studies of the global biofuels market and has presented at numerous international conferences on the subject. Gordon holds a first class BSc in chemistry from the University of St. Andrews and a PhD from the University of Cambridge.

    • Drinks Reception

Fees

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