Agenda
25 九月 2019
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Registration and Welcome coffee
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Introduction to Olefins & Polyolefins Training - Optional
Ethylene o Production Sources – Steam Cracking, Methanol-to-Olefins, Ethanol Dehydration o Demand Sectors – Polyethylene, Ethylene Glycol, Vinyls, Styrene, Alpha Olefins o Commercial Considerations – Market Dynamics, Prices, Logistics, Key Read More...
Speakers
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John joined Wood Mackenzie’s Chemical Research team in 2018 with six previous years of industry and consulting experience. He is currently responsible for ethylene and propylene analyses in the Americas region. Previous to Wood Mackenzie, John was a Principal Analyst at IHS Markit, as the lead analyst for the North American ethylene market and the accompanying advisory services; he also was responsible for the development of many econometric and supply/demand models, specifically for value chains in C2 and C4 olefins, ethylene oxide, cyclohexane, and acrylic acid. He started his career as a reliability engineer at Baker Hughes. John holds an electrical engineering degree from Purdue University (West Lafayette, IN).
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Currently leads Wood Mackenzie’s polyolefins service, with a decade of experience in research and consulting for the commodity and specialty polyolefins; has developed strategic research tools and analytics products to integrate commodity polyolefins into the existing Wood Mackenzie chemical research Has a broad background with projects ranging from refining to petrochemicals, solvents to specialty polymers and catalysts to plastics converted goods Before joining Wood Mackenzie, Ashish held several roles at Chemical Market Resources, Inc. Here, he consulted numerous clients with market entry strategy, mergers and acquisition, project feasibility, opportunity analysis, technology evaluation and market assessment of chemicals, polyolefins and catalysts sector. Graduated from SUNY Buffalo with a BS and MS in Chemical and Biological Engineering
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Conference Registration & Networking lunch
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Setting the stage: the key drivers of the olefins industry
- Keynote opening - a Wall Street view of the current chemical environment: how investors view and value chemical shares?
- Slowing down? An update on the Houston Economy and its outlook
- Trade war and trade peace: implications for the US chemicals sector
- North America supply growth here to stay?
- The Impact of North American NGL supply growth on global balances
- The state of the petrochemicals industry: opportunity vs risk
Speakers
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Chris joined Wood Mackenzie in 2018 and heads our NGL research team covering our short term and long term market analysis for NGL supply, demand, Infrastructure and pricing in North America. Prior to joining Wood Mackenzie, Chris spent 30 years working for Chevron where he worked in the mid and downstream space. He began his career with Chevron’s pipeline company as a commercial representative for several crude/refined products pipelines and managing director/owners representative for several operated/non-operated joint ventures. He was instrumental in building out Chevron’s global NGL asset backed trading business and has experience with integrating/managing waterborne LPG from West Africa & North West Shelf; refinery LPG off-take from the Chevron refineries in the US & Europe; an LPG import, break-bulk and bottling business’s in India and China, an LPG reticulation business in Hong Kong and Macau; and in negotiating NGL gas processing, pipeline, fractionation, storage, and export contracts in the US. Chris also spend several years running Chevron’s long range analytics group for Oil/Oil Products, Refining, NGL’s and Petrochemicals. In this capacity he was also advisor to the Chevron board of director members of ChevronPhillips Chemical Company and GSCaltex. Chris holds a BSBA degree from the University of Arizona and an MBA from the University of Houston.
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R.T. has held various research and consulting roles within Wood Mackenzie. Currently, he contributes to the company’s detailed analysis of major upstream developments in North America. He also serves as a advisor for the company’s Macro Oils (Oil Price Outlook) service. In prior roles, he led a U.S. upstream research team and was an upstream consultant. Mr. Dukes still contributes to Woodmac’s consulting practice and has participated in projects that account for billions in upstream transactions. He has led and been involved in projects ranging from asset opportunity screenings, third-party valuations, due diligence, and strategic reviews. He is regularly interviewed and quoted by major news outlets – Chron, WSJ, FT, Bloomberg, etc. Prior to Wood Mackenzie, R.T. led a company investing in oil and gas working interests and royalties. Mr. Dukes graduated Cum Laude from Texas A&M University with a bachelors degree in accounting and a masters degree in finance. He currently serves on the Former Student Advisory Board for the Professional Program in Accounting.
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Charles Neivert joined Cowen and Company in 2013 as part of the acquisition of Dahlman Rose and covers chemicals. He joined Dahlman Rose in May 2009 as managing director. Prior to that, Mr. Neivert was an executive director at Morgan Stanley, where he re-launched the firm's commodity, specialty and fertilizer chemical equity research practice. Mr. Neivert co-founded and was president of New Vernon Associates, an equity research boutique specializing in global chemicals that was awarded Institutional Investor's "Best of the Boutiques and Regionals-Commodity Chemicals" for nine consecutive years. He also conducted all fundamental industry research on a global level, including the analysis and forecasting of 50 distinct chemicals. Mr. Neivert earned his bachelor of arts degrees in chemistry and economics from the University of Pennsylvania.
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Patrick joined Wood Mackenzie’s Chemicals team in 2013 as an experienced chemical industry professional, holding almost a decade of direct experience. In his current role, Patrick is a member of the global olefins group and integral to the development of Wood Mackenzie’s light olefins forecasts. He was previously with IHS Chemical (formerly CMAI) as a senior consultant in the EMEA region, involved in leading and performing strategic advisory projects across all of the major petrochemical value chains. Prior to joining CMAI, Patrick held various roles in the olefins division of SABIC Europe. Patrick gained prior olefins industry experience with Huntsman Corporation. Patrick is regularly sought out by clients for his detailed understanding of the olefins markets. He is a regular speaker at both Wood Mackenzie and external petrochemical conferences. Patrick graduated with a first class MEng degree in Chemical Engineering from the University of Manchester, UK.
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Ed Crooks is vice-chair, Americas for Wood Mackenzie. He was previously the US Industry and Energy Editor for the Financial Times He has been covering energy for about 15 years, first in London and then in New York, where he has been based since 2010. His coverage of the 2010 Deepwater Horizon disaster won the “story of the year” award from the UK Foreign Press Association.He is a frequent speaker at conferences and on broadcast media. He previously held the roles of economics editor and then UK news editor at the FT. He also served on the UK government’s advisory Sustainable Development Commission. Before the FT, he worked in various roles at the BBC, ending up as economics correspondent for radio and television news. He has also worked as a reporter and editor for Investors Chronicle magazine, and as a research analyst for the Institute for Fiscal Studies, a London-based think-tank. He is a graduate of Oxford University with a degree in Philosophy, Politics and Economics.
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Jesse Thompson serves as senior business economist at the Houston Branch of the Federal Reserve Bank of Dallas. Thompson, who joined the Bank in 2010, performs research and analysis on issues affecting the Houston and Gulf Coast economy. In particular, he studies issues surrounding area hydrocarbon industries. He also collects information for the Dallas Fed’s Beige Book summary of current economic conditions. He is author of the monthly Energy Indicators, the Houston Economic Indicators, and contributes to the quarterly publication Southwest Economy. Thompson earned an MA in economics, with emphasis on empirical microeconomics, and BA in philosophy and economics from the University of Houston.
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Drinks Reception
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26 九月 2019
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Olefins Focus - Investing into an over-capacity and dynamic feedstock market
- Olefins Producer outlook
- Propylene : from by-product to on-product
- Crude to chemicals: an evolution or revolution for the ethylene industry?
- MEG - record surpluses coming: is the US cost advantage enough?
- Unprecedented China Olefin investment: opportunity or challenge?
Speakers
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Ayush Bafna, is the Sr. Licensing Manager for Dow’s advantaged FCDh on-purpose propylene production technology in Dow’s Olefins, Aromatics and Alternatives business. In his current role, he leads the efforts to build and grow Dow’s proprietary FCDh Licensing franchise. Ayush brings 14 years of product development, customer support, technical service and leadership experience across the Polyolefin envelope. During his Dow career, Bafna has served as the leader of Global Polyethylene Product R&D group, where he built a team, the technology pipeline and lab capabilities required to support the success of Univation Technologies, which was acquired by Dow and manages the robust UNIPOL™ PE Licensing franchise. He has rich experience, serving as the Tech Service & Development team leader, Application Development leader for Flexible Packaging and Global Product Launch Leader for new metallocene PE products. Ayush earned his Bachelor of Engineering degree in Polymer Engineering from the University of Pune, INDIA and MS and Ph.D degrees in Chemical Engineering from the University of Cincinnati, USA.
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John joined Wood Mackenzie’s Chemical Research team in 2018 with six previous years of industry and consulting experience. He is currently responsible for ethylene and propylene analyses in the Americas region. Previous to Wood Mackenzie, John was a Principal Analyst at IHS Markit, as the lead analyst for the North American ethylene market and the accompanying advisory services; he also was responsible for the development of many econometric and supply/demand models, specifically for value chains in C2 and C4 olefins, ethylene oxide, cyclohexane, and acrylic acid. He started his career as a reliability engineer at Baker Hughes. John holds an electrical engineering degree from Purdue University (West Lafayette, IN).
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Kelly joined Wood Mackenzie’s Chemicals team in August 2013 as a petrochemical consultant. She is based in Wood Mackenzie’s Shanghai office and oversees the China market. Kelly has extensive experience in CTO & MTO sector, an emerging force in China’s chemical industry. Since joining Wood Mackenzie, Kelly has worked on both olefin and downstream supply & demand and cost & price analysis, she is an integral team member for most chemical consulting projects undertaken in China. Her most recent work is a multi-client study covering every single detail of China’s CTO / MTO. Before Wood Mackenzie, Kelly was a consultant in a European petrochemical consulting company for 5 years. Kelly also had several years’ sales and marketing experience with two other chemical companies.
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Doug received a B.S. Chemistry from Delaware Valley University in 1970 and a M.S. Chemistry, West Virginia University 1972. He started his professional career in 1972 with ICI Americas in Wilmington, Delaware in sales of Ethylene oxide derivatives and then to the new petrochemical division in 1980 as regional manager developing a new customer base for EO, MEG, DEG, TEG, glycol ethers, ethanolamines and brake fluid for a new 300 kt plant in Bayport, Texas. Appointed National Sales manager for ICI in 1985 then Global Sales Director in 1987 with Cain Chemical and then Global Marketing Director for Oxychem (now LyondellBasell). Left Oxychem in 1991 and started with the PCI consulting in 1992 as their head of EO MEG EOD consulting services.
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Patrick joined Wood Mackenzie’s Chemicals team in 2013 as an experienced chemical industry professional, holding almost a decade of direct experience. In his current role, Patrick is a member of the global olefins group and integral to the development of Wood Mackenzie’s light olefins forecasts. He was previously with IHS Chemical (formerly CMAI) as a senior consultant in the EMEA region, involved in leading and performing strategic advisory projects across all of the major petrochemical value chains. Prior to joining CMAI, Patrick held various roles in the olefins division of SABIC Europe. Patrick gained prior olefins industry experience with Huntsman Corporation. Patrick is regularly sought out by clients for his detailed understanding of the olefins markets. He is a regular speaker at both Wood Mackenzie and external petrochemical conferences. Patrick graduated with a first class MEng degree in Chemical Engineering from the University of Manchester, UK.
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Welcome coffee
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Polymer Focus - Investing into the new realities of plastic bans and recycling
- PVC:an opportunity knocks, who will answer?
- Plastics: the world is our market
- Recycled PET vs Sustainability goals - reality check Polyolefins outlook - key global and regional trends
- European single use mandates and its impact on Polyolefins
Speakers
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As the Chief Economist of Plastics Industry Association and member of executive leadership team, Perc Pineda serves as the organization’s primary staff expert on economics, statistics and industry research. His views on the economy have been widely quoted in the media, and his works have been published in peer-reviewed economic and trade journals. Perc Pineda received his Doctor of Philosophy and Master of Philosophy in Economics from the New School of Social Research in New York, NY. He also holds a Master of Arts in Economics from the American University in Washington, D.C. and a Master in International Management from the University of Maryland. Before joining PLASTICS, Perc Pineda was the Senior Economist of the Credit Union National Association, where he tracked macroeconomic trends, conducted economic research, wrote articles for industry publications, and interfaced with the media. His over 20 years of experience includes academia, international financial institution, and trade association work. As an economics professor, he taught macroeconomics at the St. Francis College in New York, NY and microeconomics, finance, and economics of regulations and the law at the City University of New York. Prior to a stint in academia, he was at the International Monetary Fund, and the U.S. Dairy Export Council working on market access and regulatory affairs.
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Andrew joined Wood Mackenzie’s chemicals team in May 2018. With a background in natural gas, he has brought an innovative and problem solving mentality to the group. Andrew’s previous experience includes managing 2000 miles of transmission pipeline facility risk and supporting business strategy development. Since joining Wood Mackenzie, Andrew has been integral to creating market research products for chemistries throughout the chlor-vinyls chain. Andrew has a BS in Mechanical Engineering from Grove City College
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Currently leads Wood Mackenzie’s polyolefins service, with a decade of experience in research and consulting for the commodity and specialty polyolefins; has developed strategic research tools and analytics products to integrate commodity polyolefins into the existing Wood Mackenzie chemical research Has a broad background with projects ranging from refining to petrochemicals, solvents to specialty polymers and catalysts to plastics converted goods Before joining Wood Mackenzie, Ashish held several roles at Chemical Market Resources, Inc. Here, he consulted numerous clients with market entry strategy, mergers and acquisition, project feasibility, opportunity analysis, technology evaluation and market assessment of chemicals, polyolefins and catalysts sector. Graduated from SUNY Buffalo with a BS and MS in Chemical and Biological Engineering
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Michael joined Wood Mackenzie Chemicals in 2018, bringing seven years of experience in the petrochemical industry. He is currently responsible for research and analysis of the polyolefins market in EMEARC and providing support to polyolefins clients worldwide. Michael’s industry experience includes market analysis, supply/demand modelling, pricing, cost models and technology, delivering individually and as a team leader. He has engaged in projects covering a range of various chemicals from olefins to downstream derivatives and polymers. Prior to joining Wood Mackenzie Chemicals, Michael established himself in the consultancy industry working for Nexant for almost seven years. At Nexant he achieved the role of Global Manager for the Polyolefins Planning Service. Michael also has five years of experience in the pharmaceutical industry. He holds a PhD in Organic and Organometallic Chemistry
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Based in London , Guy leads the research team focussed on PET/RPET, Fibres, Thermoplastics, Films & Flexibles, Vinyls and RXN. Prior to joining Wood Mackenzie Chemicals in December 2018, he headed up the Analytics team at risk consultancy Verisk Maplecroft. He was responsible for a team of data analysts, scientists and GIS professionals producing data products for corporates and investors focussed on political, economic, environmental and human rights issues. Guy’s previous roles included heading up work on regulation at the Confederation of British Industry, and working as a graduate analyst in industry. Guy has a Bachelor’s degree in History, and Master’s from York and Birkbeck in Political Science and Economics.
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Fees
Conference Registration
$1100.00
Training
$500.00