Argus Methanol Forum

• Post-pandemic economic recovery, supply chain issues & inflationary pressures
• Short term crude and natural gas market prospects – is there a risk of renewed market surplus?
• Towards energy transition – implications for oil & gas
• How are the energy majors and NOCs changing strategy for energy transition?
  

David Fyfe, Chief Economist, Argus

Mark Finley, Fellow in Energy and Global Oil, Rice University’s Baker Institute

• Shifting global trade flows and impact on pricing
• China’s continued dominance as a producer and demand centre
• To what extent are current trends a result of Covid or structural market changes?

• US supply opportunities – How can US production can compete globally?
• Expectations of the impact of Biden administration’s carbon reduction initiatives
• What are the expected timeframes for future projects and capacity increases?

• Formaldehyde and acetic acid market dynamics
• What are the short- and medium-term prospects for demand for traditional applications?What will recovery look like/
• How has demand for the main derivatives affected pricing?

• A sustainable approach to management of non-recyclable mixed waste and methanol production
• Assessing the commercial opportunities and partnerships in developing a low carbon project
• Global approach and scalability of the technology and infrastructure

• Smart solutions for climate protection harnessing diverse and innovative technology
• Assessing the similarities and differences in the production of conventional and renewable methanol
• Evaluating two approaches to renewable methanol: power-to-methanol and biomass-to-methanol

Attendees are welcome to join one of the round table discussions during the networking break:

• Round table 1: Governmental support for Blue/Green methanol and how to drive that forward
  Elijah Phillip, Business Development Manager, Thyssenkrupp

• Round table 2: China focus – Demand dynamics and fuel applications
  James S Lamoureaux, CEO, IGP

• Evaluating the technical considerations, environmental impact and alternative feedstock
• Exploring advanced technology and the use of carbon capture and sequestration to produce lower carbon methanol
• Understanding the commercial models and scalability for low carbon methanol production

Moderated by Greg Dolan, CEO, Methanol Institute
Don Maley, President and CEO, Lake Charles Methanol
Philip Lewis, CTO, ZEEP
Amanda de Jager, Licensing Manager Syngas Technology, Haldor Topsoe

• Latest market developments and key drivers for pricing in China
• How are current coal prices affecting methanol producers and supply dynamics?
• As China ramps up domestic production how can international suppliers compete?

• Assessing the total potential market, adoption trends and success stories
• Demand dynamics for methanol for industrial boilers and cooking – how do trends compare across China?
• To what extent are methanol-fueled transportation fleets expected to grow

• As demand from MTO stalls, what could replace it as the big demand driver?
• What is the growth potential for new applications of methanol including in road transportation and shipping?
• What developments in methanol as a hydrogen carrier and other innovations could reshape the future of methanol consumption?

Moderated by Greg Dolan, CEO, Methanol Institute
Mads Friis Jensen, Chief Commercial Officer, BlueWorld Technologies
Maite Klarup, Commercial Director, E1 Marine
Cinch Munson, Vice President, Commercial Development, Oberon Fuels

• What barriers to entry and competition does methanol face as an alternative marine fuel?
• How does methanol compare as a low-carbon fuel compared to green ammonia?
• What else can the methanol industry do to position itself as the fuel of choice for the shipping sector?

Moderated by: Captain Saleem Alavi, President, Sea Commerce America Inc

Berit Hinnemann, Director, Head of Decarbonisation Business Development, Maersk

Anita Gajadhar, Managing Director, Marketing, Logistics and Shipping, Proman

Peter Björkborg,Manager, Sustainability & Transformation, Stena Bulk