Subject matter specialists from S&P Global Ratings and S&P Global Commodity Insights held a live interactive webinar on Tuesday, July 9, 2024. They shared insights on the latest outlook for Asia-Pacific (APAC) commodities through three panel discussions.

Agenda

Asia-Pacific Macroeconomic Overview

Speaker:
Louis Kuijs, Chief Economist, Asia-Pacific, S&P Global Ratings

Panel Discussion 1: Asian Chemicals – Navigating Industry Headwinds

• Industry Downturn: Key Drivers And Recovery Prospects
• New Supply From China: Implications For Global And Asian Markets
• Rating Implications: Key Trends And Future Outlook

Speakers:
Garrie Li, Head of Base Chemical Research, S&P Global Commodity Insights
Raymond Hsu, Director, Corporate Ratings, S&P Global Ratings
Betty Huang, Associate Director, Corporate Ratings, S&P Global Ratings

Moderator: 
Annie Ao, Director, Lead Analyst, Corporate Ratings, S&P Global Ratings

Panel Discussion 2: Metals Megatrends – Supply-Demand Dynamics And The Power Shift Between China And India

• Shifting Demand Landscape: China's Slowdown And India's Promising Growth
• Steel Commodity Sector Outlook: Projections For China, India, And APAC
• Credit Implications: Impact On Steel And Mining Sectors In APAC

Speakers:
Paul Bartholomew, Senior Analyst, Metals, S&P Global Commodity Insights (Research and  Analytics Team)
Anshuman Bharati, Associate Director, Corporate Ratings, S&P Global Ratings
Crystal Wong, Associate Director, Corporate Ratings, S&P Global Ratings

Moderator:
Minh Hoang, Director, Lead Analyst, Corporate Ratings, S&P Global Ratings

Panel Discussion 3: Energy Transition – Navigating The Future For APAC Oil And Gas Companies

• Investor Exposure: Long-Dated Debt Maturity And Energy Transition
• Adaptation Capacity: Leveraging Robust Cash Flows For Transition
• Monitoring Transition Risks: Long-Term Creditworthiness Impacts

Speakers:
Pauline Tang, Associate Director, Corporate Ratings, S&P Global Ratings
Richard Creed, Director, Corporate Ratings, S&P Global Ratings

Moderator:
Danny Huang, Managing Director, Analytical Manager, Corporate Ratings, S&P Global Ratings

This webinar replay is free of charge.