Singapore Commodities Forum
Commodities sit at the heart of today's geopolitical and economic landscape. As markets navigate ongoing volatility, shifting trade flows, supply disruptions and heightened geopolitical uncertainty, access to timely intelligence has never been more critical.
Ahead of APPEC Week in Singapore, LSEG is bringing together market experts, industry participants and Reuters journalists to discuss the forces shaping oil, LNG, coal, power and shipping markets.
We look forward to welcoming you for an afternoon of insights, discussion and networking with industry peers.
Event info
Date: 3 September 2026, Thursday
Time: 3:00 PM – 6:00 PM
Location: The Ritz-Carlton, Millenia Singapore
15:00 – 15:30 Registration
15:30 - 15:50 Trade Flows & Information Flows – Opportunity Ahead. Presented by Stuart Wood, Global Head of Commodities, LSEG
15:50 – 16:10 Oil Market Recalibrates as Middle East Conflict Persists. Presented by Charles Ong, Manager, Oil Research Asia, LSEG
- Persistent disruption reshapes oil-market dynamics as the initial shock fades
- Shipping constraints and rerouted trade flows redefine effective market tightness
- Improving supply buffers limit upside, while geopolitical risk keeps volatility and risk premia elevated
16:10 – 16:50 Panel. Impact of Middle East Conflict on LNG, Coal, and Power Markets – an Asia Perspective
- LNG: Asia LNG market response to Middle East supply disruption
- Coal: Impact of gas-to-coal fuel switching on seaborne coal import demand and prices.
- Power: Impact on Asia power markets, including prices, forward curves and volumes, and fuel switching
Panelists:
- Toby Hassall, Research Lead, Coal Markets, LSEG
- Shruti Shah, Senior LNG Research Specialist, LSEG
- Jiho Lee, Power Research Specialist, LSEG
- Moderated by Sudarshan Varadhan, Asia Energy Correspondent, Reuters
16:50 – 17:30 Panel. Navigating Disruptions in Shipping
- Signals from vessel movements: what shipping data shows in a period defined by chokepoints.
- The importance of freight risk management
Panelists:
- Sanshray Agarwal, Senior Data Scientist for Shipping Research at LSEG
- Cheong Jin Yu, Head, Baltic Exchange Asia
- Plamen Aleksandrov, Head of Research, Chemicals, Chemical Tanker Department, SSY
- Moderated by Florence Tan, Deputy Editor, Commodities Asia, Reuters