Agenda

JUNE 8

Wednesday
08 June 2022
Houston, Texas
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Markets in Focus:
Oil & Gas

08:55
Ben_Hillary
Ben Hillary
Managing Director
Commodities People
Opening Comments
09:00
Executive Panel
howard walper
Howard Walper
CEO Americas,
Commodities People
ernie trasher
Ernie Thrasher
Chief Executive Officer and Chief Marketing Officer, Xcoal
melisa culbertson
Melisa Culbertson
Executive Director OTC Structured Product, RJO'Brien
Gregory Broussard
Gregory Broussard
Managing Director and Global Head of Financial Trading, Cargill
Witches brew (Geopolitics, ESG initiatives and the lingering impact of COVID-19)
  • How are company leaders positioning themselves in an era of high prices and extreme volatility?
  • How has the war on Ukraine impacted different markets? How will this impact markets in the long term?
  • What are the lingering impacts of COVID-19? Are supply chains springing back, and if not, how long until we are back to"normal?"
  • How has the focus on ESG changed the way companies operate, particularly carbon-intensive industries?
09:45
howard walper
Howard Walper
CEO Americas,
Commodities People
craig pirrong
Dr. Craig Pirrong
Professor of Finance, Bauer College of Business,
University of Houston
Impact of extreme volatility on large trading companies
10:15
howard walper
Howard Walper
CEO Americas,
Commodities People
keith barnet
Keith Barnett
President,
Barnhill Energy
Ukraine invasion exposes weakness of global integration of commodities

- Impact of invasion on commodity markets
- Interrelationship between oil, natural gas, fertilizers, ag commodities, FX, inflation, etc.
- Need for top notch data sources, analytics and risk management systems

10:45
Exhibition Area
Break
11:15
Presentation
howard walper
Howard Walper
CEO Americas,
Commodities People
clay saigle
Clay Seigle
Energy Strategist & Vice President,
US Association for Energy Economics
Russia, Ukraine and oil: Impact on pricing

-Oil prices at highest level since 2008, jeopardizing post-pandemic recovery
-Exploration of key drivers of crude and refined product pricing in 2022
-Signposts to watch as summer driving season kicks in 

11:45
Presentation
howard walper
Howard Walper
CEO Americas,
Commodities People
joe graham
Joseph Graham
Structured Origination, 61 Commodities
Natural gas and the net-zero revolution
  • Outlook for North American natural gas
  • The bridge to net zero
  • LNG markets in the wake of Ukraine war
  • RNG/RSG
12:15
Exhibition Area
Lunch
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