Session 2: Decarbonization Pathways

10:30 AM: Session Introduction - Kurt Barrow, Head of Oil Markets, Midstream & Downstream Research, S&P Global Commodity Insights

10:35 AM: Decarbonizing the petrochemical sector: How can sugarcane help address its climate commitments? - Paula Kovarsky, Vice-President for M&A, Sustainability and Chief Strategy, Raízen.

10:55 AM: Renewable Naphtha Supply Dynamics from "By-Product" to 'Co-Product' - Stephen Li, Consulting Director, Biofuels, S&P Global Commodity Insights

11:10 AM: Taking stock of global EV adoption: What’s working and what are the obstacles? - Jeff Meyer, Director, Energy and Mobility, S&P Global Commodity Insights. 

The global EV market is expanding, led by earlier adopters swayed by environmental considerations, the “cool factor” of the vehicles, and government incentives. Yet some incumbent automakers have signaled caution about broader consumer acceptance, and stakeholders are increasingly aware of the lingering challenges of affordability and ease of public charging. This session will address questions including

In which markets is EV adoption leading and lagging – and why? What are the prospects for EVs in both advanced and developing markets? How acute will battery raw material supply challenges be, and how will companies navigate the geopolitics of battery supply chains?

11:25 AM: Clean Hydrogen and Chemicals: How will technology and policy impact markets? - Brian Murphy, Senior Analyst, Hydrogen and Low Carbon Fuels, S&P Global Commodity Insights.

Hydrogen is a key component of the chemicals ecosystem, operating as both a feedstock and byproduct revenue stream. Globally, interest in clean hydrogen is now translating into clear policy in the form of new regulations and subsidies that will have downstream effects on chemicals markets. In this session, we will discuss the role of hydrogen in the refinery and beyond, how new technologies and policies are driving clean hydrogen market development, and potential effects on global chemicals markets in the coming years.

11:40 AM: Q&A