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EA Conference 2024
Thank you for attending this year's conference.
About the conference
The EA Conference brought together the most influential members in the global commodities markets for an exclusive 2 days of dialogue and networking. It took place at a prestigious venue in Central London from 30 September to 1 October.
The speaker list comprised prominent industry leaders and ministers who were accessible during the networking sessions for extended discussions and collaborative opportunities. This event offered not only invaluable insights but also vital connections to support your endeavours in 2024 and beyond.
Speakers from Energy Aspects
Thought leaders at EA, including...
Topics
Our agenda provided insights from industry leaders and ministers, engagement in critical discussions on sustainable transitions, and exploration of the geopolitical landscape that will shape our energy future.
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Energy Supply
This expert panel will delved into the composition of the global energy mix, its implications for future supply strategies, and the latest trends in investment to enhance energy supply infrastructure.
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Energy Demand
This panel included projections and trends shaping future energy demand and consumption patterns worldwide. Explored the evolving energy mix, including the role of gas, renewables, and other sources in meeting future energy demands. The panel compared and contrasted the demand from the petrochemical industries and transportation sectors. It also examined the impact of policy and regulatory frameworks on energy demand and consumption patterns, and their role in shaping the future energy landscape.
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Energy Transition
The Energy Transition conversation covered the approach for effectively scaling up the transition to renewable and sustainable energy sources on a global scale. Delved into the dynamics of trading renewable energy sources and navigating the transition towards a cleaner energy future, as well as understanding the financial mechanisms and investment opportunities driving the transition to sustainable energy solutions.
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North American Production
Our North American production session focused on the factors behind the surge in US production in 2023 and its implications for global energy markets. Providedinsights into the projected trends and challenges facing North American energy production up to 2030. Examined the effects of policy changes in the United States on both domestic and international energy markets, and explored the trends and implications of mergers and acquisitions in the North American energy sector.
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Trading Energy Markets
Covering the fundamentals of trading energy, the Trading Energy Markets session included discussions of futures contracts versus physical trading, the impact of artificial intelligence and algorithmic trading on both energy markets and investment strategies. Attendees learnt about emerging players, new markets, and innovative trading strategies shaping the future of these markets.
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Geopolitics & Energy Security
This session delved into the analysis of the geopolitical landscape. Participants understood how alliances and conflicts shaped access to energy resources globally. They assessed the impact of elections and political stability on energy security and international energy relations. They also explored how technological advancements were reshaping conflicts and their potential impact on energy infrastructure worldwide.
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Macro and Financing
The Macro and Financing session explored and analysed macroeconomic factors influencing energy markets and investment decisions on a global scale, reflecting on how these may change and the impact on energy markets.
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Energy Aspects' exclusive product launches
Delegates were part of an elite audience privy to exclusive insights as EA unveild new products, offering guidance for strategic planning.
Agenda
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Day 1
8:00 AM
Doors open and breakfast served
9:00 AM
Welcome
Fredrik Fosse (Chief Executive, EA)
Sir Jonathan Symonds (Chair, EA)
EA View of the World: Oil & Geopolitics
Dr Amrita Sen (Founder and Director of Research, EA)
Richard Bronze (Head of Geopolitics, EA)
Energy supply
Lorenzo Simonelli (Chairman and Chief Executive Officer, Baker Hughes)
Helge Lund (Chair, BP)
Charif Souki (Co-founder and former Chief Executive Officer, Tellurian)
Dr Amrita Sen (Moderator – Founder and Director of Research)
10:30 AM
Networking break
Energy transition
Abhishek Deshpande (MD and Head of Commodities Strategy NextEra Energy Inc)
David D’Alessandro (Founder and Chief Investment Officer, CMDTY)
Chen Hongbing (Vice President, Rongsheng)
Vicki Hollub (President and Chief Executive Officer, Occidental Petroleum)
Robert Campbell (Moderator – Head of Transition)
Fireside chat on global economy
Frederick W Smith (Founder and Executive Chairman, FedEx Corporation)
Sir Jonathan Symonds (Chair, EA)
12:30 PM
Delegate lunch and networking
CEO roundtable lunch (by invitation only) sponsored by Continental
1:00 PM
A discussion on Europe’s Energy Transition - Wellington room
2:00 PM
Energy demand
HE Haitham al-Ghais (Secretary General, OPEC)
Russell Hardy (Chief Executive Officer, Vitol)
Thomas O'Connor (SVP, Commodity Risk and Strategy, PBF Energy)
Mohamed Kurdi (General Director of Oil Markets Analysis, International Oil Markets and OPEC Affairs Deputyship, Ministry of Energy, Saudi Arabia)
Chen Hongbing (Vice President, Rongsheng)
Chris Corda (Moderator – Head of Oil)
EA View of the World: Gas, power & emissions
Dr Trevor Sikorski (Head of Environmental Products, EA)
James Waddell (Head of European Natural Gas and Global LNG, EA)
Michael Lawn (Head of North America Power, EA)
3:45 PM
Networking break
Geopolitics and energy security
Sir Alex Younger (Former Chief, UK Secret Intelligence Service (MI6))
Majida Mourad (Senior VP of Federal Government Relations, Tellurian)
Joseph McMonigle (Secretary General, International Energy Forum (IEF))
Richard Bronze (Moderator – Head of Geopolitics)
4:45 PM
Drinks reception sponsored by Trafigura
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Day 2
8:30 AM
Doors open and breakfast served
9:15 AM
Macro and financing
Jeff Currie (Chief Strategy Officer, Energy Pathways, Carlyle)
Salman Ahmed (Global Head of Macro, Fidelity International)
Hussein Allidina (Moderator – Head of Commodities, TD Asset Management)
Medium-term outlook
Joel Couse (Special Advisor, Energy Markets and Security, IEA)
Robert Campbell (Head of Transition, EA)
11:30 AM
Networking break
North American production
Jim Teague (Director and Co-Chief Executive Officer, Enterprise Products)
Scott Sheffield (Founder, Pioneer Natural Resources)
Mike Sommers (President and Chief Executive Officer, API)
David D’Alessandro (Founder and Chief Investment Officer, CMDTY)
Samer Mosis (Moderator - Head of Fundamentals)
Fireside chat on US energy independence
Harold Hamm (Founder and Executive Chairman, Continental Resources)
Dr Amrita Sen (Founder and Director of Research, EA)
1:00 PM
Delegate lunch and networking
1:20 PM
Medium Term Supply and Refining Insights - Wellington Room
2:15 PM
Trading energy markets
Sugandhi Iyer (Global Book Lead, Derivatives, Reliance Industries)
Ben Luckock (Global Head of Oil, Trafigura Limited)
Pierre Andurand (Founder and Chief Investment Officer, Andurand Capital)
Rahim Azouni (SVP of Crude, Fuel and Derivatives Trading, TotalEnergies)
Dr Amrita Sen (Moderator – Founder and Director of Research)
Closing remarks
Dr Amrita Sen (Founder and Director of Research, EA)
3:30 PM
End of main programme
3:45 PM
Quantitative analytics Q&A - Wellington room
Dr Nicky Ferguson (Head of Quant Analytics, EA)
Thank you to our 2024 sponsors
Interested in future sponsorship opportunities?
Energy Aspects offers a range of sponsorship opportunities. To find out more email us on
conference@energyaspects.com
EA Conference
2024
Actionable insights & essential networking
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