09:30 – 10:00

Registration

10:00 – 10:05

Chair’s opening remarks

Karl Kleemeier, Head of Asia, Argus

10:05 – 10:25

Session 1: Oil's big picture: the macro & geopolitics cloud the outlook

Speaker: David Fyfe, Chief Economist, Argus

• Inflation, rate hikes and the dollar – implications for oil demand
• OPEC+ confronts competitive pressures
• The impact of sanctions and the price cap on Russian oil flows
• Pulling it all together – where next for balances and crude prices?

10:25 – 11:10

Session 2: Changing crude flows into Asia and the Mideast

• What impacts have OPEC cuts had on the region?
• How have Russian crude imports into Asia changed global flows? What other supply sources have been displaced?
• US and Latin American production has been increasingly flowing into Asia. Will this trend continue? What role will Canada play once the TMX line starts up?
• Benchmarks update: Dubai, Brent, Murban

Speakers:
Karl Kleemeier, Head of Asia, Argus
Azlin Ahmad, Senior Editor, Crude, Argus
Tom Reed, Vice President China, Crude and Oil Products Editorial, Argus
Moderator: Euan Craik, Global Head of Oil, Argus

11:10 – 11:30

Break

11:30 – 12:00

Session 3: WTI into the Brent complex and what this means for Asia

• How has the introduction of Midland WTI to the Brent basket impacted both markets? What does this mean for Asia?
• How are traders indexing sour crude values in Europe now that Urals has moved to Asia?
• Brent sour index update

Speakers:
James Gooder, Vice President Crude, Business Development, Argus
Matthew Oatway, Senior Vice President, North America, Argus
Moderator: Karl Kleemeier, Head of Asia, Argus

12:00

Forum concludes