8:00
REGISTRATION AND MORNING COFFEE
9:00
OVERVIEW: PERSPECTIVES AND DEVELOPMENT OF THE REGIONAL GAS MARKET
The last five years brought several new challenges: market, geopolitical, technology-related and regulatory. Russian and global oil and gas markets are changing rapidly. Whilst Russian production is quite competitive, and companies are ready to build new facilities, difficulties with export infrastructure, funding and technical regulations remain. Will the industry be able to handle future challenges?
● Russian gas prices and methanol’s projects economy
● Price deregulation and the consequences for projects in the gas chemicals sector
● Weaknesses and limitations of the gas transportation system for new projects
● Availability of gas volumes for new gas and chemical projects
10:30
COFFEE BREAK
11:00
NATURAL GAS AND METHANOL: GLOBAL TENDENCIES OF THE WORLD MARKET
The global methanol industry is amongst the most rapidly developing in the petrochemical sector. For the last decade, its annual growth rate (more than 6.5%) has been twice that of global GDP. It is projected that by 2025, the demand for methanol will increase by more than 50% up to 122 million tonnes per year. However, is there the potential for raw materials supply in competitive regions? Who is the front-runner?
● The global balance of gas and capacity of the feedstock supply in competitive regions (Equatorial Guinea, Trinidad, Norway, Brunei, Indonesia, Malaysia, New Zealand, Bahrain). Will LNG be able to replace the shortage of raw material?
● Iran – the new potential leader in the methanol industry? (Perspective of the country’s gas balance, an overview of methanol and ammonia projects)
● Price forecast in the USA considering export. Overview of methanol projects.
● Overview of the methanol market in Europe and China
12:30
LUNCH
14:00
NEW AND EXISTING PROJECTS IN RUSSIA AND CIS: WHAT ARE THE PROSPECTS?
Russian companies announce methanol projects on an ongoing basis, but not all pass the test of reality. For those who can build and launch they face new challenges. At the same time, what risks can be faced by ammonia projects? Will all announced projects go ahead? Will there be changes in distribution channels? What is the impact of technological changes?
15:30
COFFEE BREAK AND EXHIBITION TOUR
16:00
DISCUSSION: WHAT IS THE KEY DRIVER OF GLOBAL PRICES AND WHAT IS THE FORECAST FOR PRICE DYNAMICS?
Methanol prices are still volatile and difficult to predict. However, investors have to rely on these price forecasts when choosing a project configuration and production volumes.
● What will be the ratio of oil and gas prices compared to methanol prices?
● What can be the most optimistic or conservative forecasts of price dynamics?
● Stress scenarios for future gas to chemicals projects
● How much is methanol pricing driven by the cost-effectiveness of MTO projects in China?
● How the growing methanol surplus will affect domestic prices?
17:30
COCKTAIL RECEPTION
8:00
MORNING COFFEE
9:00
TRANSPORT LOGISTICS AND INFRASTRUCTURE
Despite the export orientation of the Russian methanol industry, infrastructure restrictions continue to significantly hamper sales to foreign countries. Ensuring the development of the gas chemical sector is only possible if there is a systematic approach to the development of the infrastructure. An integral element of the required development is the construction of new infrastructure and the modernisation of the existing one.
● Prospects for the development of seaports for the needs of large-capacity methanol transhipment: Vysotsk, Ust-Luga, Taman, and the Far East
● Availability of rolling stock in the light of large-scale project’s to increase methanol exports
● Container tankers as an alternative for methanol export shipments
● YATEK’s experience in developing the concept of shuttle transportation of methanol for export from continental geography
● Railway tariffication challenges. Forecasting tariff dynamics
● River and sea vessels for export upscaling
10:15
DISCUSSION: DEVELOPMENT OF TRANSPORT AND LOGISTICS INFRASTRUCTURE FOR INDUSTRY NEEDS
Export channels are already almost fully loaded. Will such dynamics continue? What are the forecasts and assessments of the prospects for the development of transport and logistics infrastructure in the near future? Are partnerships and joint ventures possible between investors and exporters to develop infrastructure?
11:00
COFFEE BREAK
11:30
AMMONIA, UREA AND FERTILIZERS: DEVELOPMENTS AND OPPORTUNITIES
Will the situation and trends change on the global and CIS market of ammonia and urea because of the deterioration of the mineral fertilisers market?
● Prospects and challenges of global ammonia and derivatives
● Overview of key projects of construction and revamping for nitrogen fertilizers production
● New technologies for products commercialisation
● Making production cleaner and more efficient
13:00
LUNCH
14:00
GOING DEEPER IN THE GAS-TO-CHEMICALS VALUE CHAIN
The most successful industrial adoption of methanol to olefin (MTO) processing technology is currently taking place in China. Thanks to the development of MTO technology, China will remain the main consumer region and importer of methanol for the foreseeable future. What is the profitability for MTO in Russia? What other cost-effective technologies are there for deepening gas chemical chains in Russia?
● Evaluation of the MTO economy for Russia
● Overview of MTO projects in China: introduction of new capacities and workloads
● MTO technologies: from concept to technological process. Latest technological improvements
● Oxidative coupling of methane (OCM) and metathesis: Natural gas refinement into ethylene and propylene
● Trends in the Russian segment of formaldehyde and formaldehyde resins
● Prospects for the construction of formaldehyde plants in Russia
15:30
BRAINSTORMING DISCUSSION: FIVE PRIORITY TASKS FOR 2020
The format of the discussion relies upon the active participation of all conference delegates, who based on information and statistics received during the two days of the conference will discuss priority tasks for the gas processing sector in the region for the coming year.
16:00
TIME FOR BUSINESS NEGOTIATION AND MEETINGS
18:00
COCKTAIL RECEPTION AND ACQUAINTANCE OF THE PARTICIPANTS OF GAS MONETISATION AND CIS PETROCHEMICALS ATTENDEES
DAY 2, 8 APRIL 2020
CIS GAS MONETISATION
New petrochemical industries in Russia have a lot of unrealized potentials — General Director of BGCC
General Director of BGCC, Grigory Omelchenko talked about the petrochemical industry prospects in Russia and Europe, forecast of methanol prices, and shared his views on what contributes to the successful project management.