Agenda.

Day 2

27 May 2020 Day 2 – Energy

08:00 Registration and breakfast

08:50: Opening remarks

09:00 Investor outlook for the energy market 2020/2021

• What is current investor appetite for oil and gas?
• OPEC+ production cuts, US-Sino trade dispute, tensions in the Middle East, continued US shale production; what are the macro concerns shaping investor sentiment over the next 12 months?
• The impact of energy transition on the sector: what does this mean for hydrocarbon investment?
• Finding the balance between growth and capital discipline in a supply glut
• Why should investors be looking at Junior E&Ps? And why now?
• ESG: what should investors be looking for when measuring the sustainability and societal impact of an opportunity?

Panellists include:
Ben Arnott, Managing Director, Energy & Natural Resources, Societe Generale
Siddhartha Shrivastava, Head of Energy & Natural Resources – Investment Banking Asia, SMBC

09:40 Energy CEO presentations

10:40 Commodity focus: Gas-to-Power economics in Asia

• China, Thailand, Bangladesh … where are the leading markets for Gas-to-Power in Asia?
• Assessing the switch from coal to gas across APAC: who is leading and who is lagging?
• How strong is APAC infrastructure to support the growth of LNG? Where are the gaps?
• What is the market penetration in APAC of renewable energy? How will this energy source impact the growth of Gas-toPower?
• What role does gas play in bridging the energy gap to a decarbonised future?

Panellists include:
Adolfo Dindo Abueg, Co-Head Project Finance, Asia Pacific, Korea Development Bank

11:20 Energy CEO presentations

12:20 Investing in E&P activity across the region: An assessment of the risks and rewards
• What is the current appetite for exploration?
• What demand are we seeing from Majors to invest in Junior plays?
• Where are we seeing exploration activity focused across APAC?
• How to overcome competition for quality acreage?
• Regulatory changes, terrorism, political tensions…an overview of the above ground risks facing E&Ps across the region

Panellists include:
Miha Hibernik, Head of Asia Insight, Verisk Maplecroft
Andrew Harwood, Research Director, Asia Pacific, Wood Mackenzie

13:00 Lunch and networking

14:00 Energy transition on the path to global decarbonization: The changing energy mix

• Options to replace thermal coal as a fuel source – Investment opportunities and risks
• Impact of renewables on O&G energy investment in Asia
• How are investors positioning themselves to take advantage of the energy transition?
• Which metals will be key beneficiaries from the growth of renewable power?
• From platinum to copper – Metals to meet the construction requirements for future power grids
• Role of hydropower in the renewable energy space

Panellists include:
Peter Kiernan, Lead Analyst, Energy, The Economist Intelligence Unit

14:40 Energy CEO presentations

15:40 Battery materials investment outlook
• The outlook for battery chemistries, recyclying, and potential supply/demand permutations
• Update on the uptake of new EVs and the roll out of charging infastructure globally
• What’s next in the race to secure supply chains for battery raw materials?
• Where is the money coming from to fuel additional exploration?

Panellists include:
Dr. Chiam Sing Yang, Incoming Chairman, Singapore Battery Consortium
Joyce Zhang, Associate Editor, Non-ferrous metals; S&P Global Platts

16:30 Event wrap-up and closing drinks reception