• WPC 2024
  • March 18-22, 2024

Jeff Meyer

S&P Global

Research & Analysis Director

Jeff Meyer is an executive director at S&P Global Commodity Insights with the Mobility and Energy Future team. His research focuses on automotive policy and market trends and their implications for energy demand. Mr. Meyer is the primary author of the bi-annual “ZEV Watch” reports. Mr. Meyer is the primary author of the bi-annual "ZEV Watch" reports. He has also been the primary author of a number of Strategic Reports on mobility and energy developments, including “‘E-day’ appears on the horizon in mainland China, farther off in Europe and the United States”; “Peak oil demand in mainland China: Is it almost here?”; “Fleet renewal: Answering the questions about EVs and oil demand displacement”; “Betwixt and between What role will PHEVs play in the electric vehicle transition?”; and “E-fuels: Fuel of the future or dead end?” Before joining the Mobility and Energy team, he focused on the global oil market and industry trends. Mr. Meyer joined S&P Global in 2010 as a research assistant to Vice Chairman Daniel Yergin for his book 'The Quest: Energy, Security, and the Remaking of the Modern World.' He holds a Bachelor of Arts from Haverford College, United States, and master's degrees from Johns Hopkins University School of Advanced International Studies and New York University, United States.

Sessions With Jeff Meyer

Thursday, 21 March

  • 10:30am - 12:00pm (CST) / 21/mar/2024 03:30 pm - 21/mar/2024 05:00 pm

    Decarbonization Pathways

    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