OPIS Seminar

Thursday, 10 July – São Paulo

Seats are complimentary and limited

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Energy Crossroads: Embracing Fuels and Chemicals Amidst Energy Transition

Join us at our upcoming half-day seminar where we will examine the dynamic interplay of the global economy, energy landscape and sustainable chemistry. From the foundations of steel and metal to the frontiers of hydrogen and carbon, our agenda delves into the entire energy and chemical value chain, identifying the critical touchpoints that shape each industry’s trajectory.

OPIS experts will examine supply costs, demand price discovery and outlooks for oil, gas, coal, steel, plastics, carbon, hydrogen, chemicals and more. We will provide a comprehensive analysis of the impact of sustainability measures across the energy and chemical markets and how you can maneuver your business through the crossroads.

Join us for a comprehensive analysis of the impact of sustainability measures across the energy and chemical markets and how you can maneuver your business safely through the crossroads.

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Date and Venue


Transamerica Berrini
Rua Quintana, 1012 – Brooklin Novo
São Paulo, Brazil

Thursday, 10 July 2025
8:30 AM to 12:30 PM
Coffee breaks are included

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Expert Presenters


Veteran Industry Professionals from OPIS, Chemical Market Analytics and McCloskey

 

Meet the Speakers

Solutions


Price Assessments, Short- and Long-Term Outlooks, Analytics and Insights

  • Energy & Feedstock – Energy Macro Service, NGL & Naphtha Service (Outlooks, Insights, Price Assessments)
  • World Analysis – Methyl Methacrylate (MMA), Sodium Sulfate, Nitrile Latex (NBL), Pyrolysis Gasoline (PyGas), Polyacetal (POM Polymers)
  • Steel Raw Materials Markets & Research
  • Compliance & Voluntary Carbon Market Reports

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Agenda

This half-day event will feature insightful discussions and networking opportunities. The final agenda will be announced soon—check back for updates!

8:30 AM
Welcome Remarks 

8:35 AM
Global Energy & Chemicals Future: Emerging to a New World

Dewey Johnson, SVP & Global Lead, Chemical Market Analytics by OPIS

With the chemical industry continuing to experience a historical over-supply with trough-like margins, the market conditions and competitive landscape in the horizon will be different from the past. Structural changes ranging from national ambitions and regulatory frameworks, international collaborations, new investment optimization rules, to sustainability prioritization affect future financial success.

Key forces affecting this industry structural redesign include:


9:00 AM
Energy and Feedstocks Trending in Different Directions

Adrian Calcaneo, Vice President, Energy & Feedstocks (NGL & Naphtha), Chemical Market Analytics by OPIS

Energy transition means less oil and gas production, altering the traditional model where petrochemical feedstocks were byproducts. Despite increasing demand for petrochemicals, the shift imposes a cost burden on both the petrochemical industry and the end consumer. Balancing this dynamic becomes crucial in navigating the evolving energy landscape.


9:25 AM
Disruptive Forces Reshaping Chemical Markets: Balancing Rationalization and China’s Shifting Growth

Pablo Giorgi, Vice President, North America Light Olefins, Chemical Market Analytics by OPIS

The global chemical industry is undergoing a profound transformation driven by disruptive forces that challenge traditional market dynamics. As China’s economic growth model evolves and structural oversupply persists, rationalization is no longer optional—it is inevitable. This session will explore how shifting national strategies, investment patterns, and trade realignments are reshaping the industry’s competitive landscape. Key discussion points include:

Join us as we navigate the forces driving this transformation and assess what the future holds for industry leaders adapting to the new reality.


9:50 AM
Q&A

Question and answer session.


10:00 AM
Methanol in Brazil: Trends, Challenges, and the Road Ahead

Maia Dolan, Director, Methanol, Chemical Market Analytics by OPIS

This session will examine the dynamics of the methanol market in the Americas, with a special focus on Brazil. It will delve into current market fundamentals, local supply and trade flows, and the key factors shaping future demand. Attendees can expect an insightful discussion on the challenges and opportunities facing Brazil’s methanol industry.


10:20 AM
Networking & Coffee Break

10:50 AM
Aromatics

Roberto Ribeiro, Vice President, Global Ethylene Oxide | Ethylene Glycol, Chemical Market Analytics by OPIS

 


11:15 AM
Historical Change in the South American Polyethylene and Polypropylene Markets

Joel Morales, Vice President, Polyolefins Americas, Chemical Market Analytics by OPIS

The global market for polyethylene and polypropylene is in a very competitive state as recent global expansions have overwhelmed demand sending the market into a cyclical low point in the business cycle. The forecast looks quite challenging as new expansion projects are continuing despite current market conditions. The presentation will provide details around the supply and demand dynamics expected near to medium term with a deep dive into the South American market. Where are prices heading and what key issues will buyers and sellers face in the coming years? Will more resin flow from America to Latin America? Trade flows of resins and finished goods with existing and potential tariffs will be analyzed as well as the evolving impact of sustainability initiatives which continue to be an important topic all over the world.


11:40 AM
The State of the Carbon Markets and What’s Ahead

Emma Santana, Analyst – Carbon Policy, OPIS

With global carbon markets evolving rapidly, the landscape for carbon pricing mechanisms in Latin America is accelerating. The introduction of the Carbon Border Adjustment Mechanism (CBAM) and the Article 6 mechanisms pose a great challenge in shaping the region’s carbon market future. What is the current landscape of carbon policies in Latin America, and how can the region embrace the new opportunities presented by global carbon regulations?


12:05 PM
Q&A

Question and answer session.


12:15 PM
Closing Remarks

Meet Our Speakers For The OPIS Seminar - São Paulo

Maia Dolan

Director, Methanol, Chemical Market Analytics by OPIS

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Emma Santana

Analyst – Carbon Policy, OPIS

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Joel Morales

Vice President, Polyolefins Americas, Chemical Market Analytics by OPIS

Read Bio

Pablo Giorgi

Vice President, North America Light Olefins, Chemical Market Analytics by OPIS

Read Bio

Adrian Calcaneo

Vice President, Energy & Feedstocks (NGL & Naphtha), Chemical Market Analytics by OPIS

Read Bio

Roberto Ribeiro

Vice President, Global Ethylene Oxide | Ethylene Glycol, Chemical Market Analytics by OPIS

Read Bio

Dewey Johnson

Senior Vice President, Chemical Market Analytics

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Maia Dolan

Maia DolanDirector, Methanol, Chemical Market Analytics by OPIS

Maia Dolan is the Director of Methanol with the Syngas Chemicals Team at Chemical Market Analytics

Based in New York, Marisabel (Maia) is a Director of Methanol for Chemical Market Analytics by OPIS (CMA), A Dow Jones Company in the Americas. She has more than 18 years of experience in Market Intelligence in the petrochemical industry. She has managed and led teams of research analysts in domestic and international chemical
studies involving market research, economic evaluations, technology assessments, and strategic plan development and analysis.

Before joining CMA, Maia worked at S&P Global, delivering strategy, sustainability, and analytics with a focus on plastic recycling and low-carbon production processes. She also
worked as a Senior Consultant for NexantECA, authoring industry-leading reports focused on economic, pricing, and technology trends and developments in areas of interest to the chemical
and allied industries.

A Honduran native, Maia received a B.S. and M.S. in Chemical Engineering from Manhattan University.

Emma Santana

Emma SantanaAnalyst – Carbon Policy, OPIS

Joel Morales

Joel MoralesVice President, Polyolefins Americas, Chemical Market Analytics by OPIS

Joel Morales is the Vice President of Polyolefins Americas at Chemical Market Analytics.

Joel joined the company in March 2013 to cover Polyethylene (PE) and Polypropylene (PP) in North America. He began his career in 1999 with polyolefins manufacturer Solvay Polymers, which later became Ineos, in technical services and product development before he moved into field sales. After five years at Solvay Polymers, Joel moved into resin distribution sales for both Muehlstein and then United Polychem as a Product Manager, where he managed and sold polyethylene and polypropylene resins into various customer segments. In his most recent role before joining Chemical Market Analytics (CMA), Joel was a purchasing manager for Silgan Plastics, a major blow-molding and injection molding plastics converter. He has brought a wealth of industry knowledge to Chemical Market Analytics through multiple stints along the plastics value chain.

Joel works closely within the Americas with resin producers, converters, and third parties covering the polyolefin markets. Joel speaks regularly around the world as a polyolefin market expert. He is the service leader of three market advisory subscription services: The Global Plastics and Polymers Report, the North American PE Report and the North American PP Report.

Joel graduated from The Massachusetts Institute of Technology in 1999 with a Bachelor of Science in Chemical Engineering and a minor in psychology.

Pablo Giorgi

Pablo GiorgiVice President, North America Light Olefins, Chemical Market Analytics by OPIS

Pablo Giorgi is the Vice President of the North American Light Olefins business at Chemical Market Analytics.

Pablo Giorgi is the Vice President for North America Light Olefins at Chemical Market Analytics. With over 25 years of industry expertise, Pablo is a key resource within the business for understanding and insight into the olefins sector of the petrochemical industry.

Within the Americas he works closely with the petrochemical, energy, refining and financial industries, bringing support and guidance throughout the petrochemical chain. His current area of focus includes oversight of the North America Light Olefins Service and primary input and insight for the World Ethylene and Propylene analyses.

Mr. Giorgi’s professional experience includes working in styrenics, aromatics, olefins, and polyolefins businesses. Before his current position at Chemical Market Analytics, he held roles in commercial, purchasing, supply chain, strategy, and market intelligence functions across various organizations in Brazil and the USA.

Mr. Giorgi holds a Bachelor of Science in Chemical Engineering from the Federal University of Rio Grande do Sul (UFRGS), later acquiring an MBA in Logistics from Fundacao Getulio Vargas (FGV) and an MBA in Management from Fundacao Dom Cabral (FDC).

Adrian Calcaneo

Adrian CalcaneoVice President, Energy & Feedstocks (NGL & Naphtha), Chemical Market Analytics by OPIS

Adrian Calcaneo is Vice President of NGL & Naphtha at Chemical Market Analytics.

Mr. Calcaneo is based in Houston, Texas, and is the Vice President for Energy and Feedstocks at Chemical Market Analytics (CMA).

His responsibilities include spearheading global development efforts across multiple product lines, including Liquefied Petroleum Gas (LPG), Natural Gas Liquids (NGL), and Naphtha. With over 20 years of experience, Adrian is a key resource within the company, offering deep insights into the broad energy market.

In his role, he collaborates closely with stakeholders throughout the energy, petrochemical, and financial sectors, providing global support and strategic insights. His current focus involves leading the development of new energy products and enhancing the company’s market deliverables and insights.

Before assuming his current position, Adrian managed NGL market research for 43 Latin America and the Caribbean countries. His extensive experience also includes consulting for multinational energy companies and working in international trade, energy policy, and global economics at think tanks and international non-governmental organizations.

Mr. Calcaneo holds a Bachelor of Arts and a Master of Public Administration, focusing on Energy Policy, from Texas A&M University, along with a Certificate in Advanced International Affairs from the Bush School of Government & Public Service at Texas A&M. He also earned a Master’s Degree in Data Science and a professional certification from Harvard University.

Roberto Ribeiro

Roberto RibeiroVice President, Global Ethylene Oxide | Ethylene Glycol, Chemical Market Analytics by OPIS

Roberto Ribeiro is Vice President for EO & Derivatives in the Americas at Chemical Market Analytics by OPIS.

Roberto Ribeiro is a seasoned chemical and petrochemical expert with over 30 years of experience. He is the Vice President for EOD (ethylene oxide derivatives) and PET at Chemical Market Analytics. In this role, he is responsible for the research and analysis of a wide range of products, including PET, PTA, PX, ethylene glycols (MEG, DEG, TEG), high-purity ethylene oxide, and its derivatives such as ethoxylates, glycol ethers (E-series), ethanolamines (MEA, DEA, TEA), and polyethylene glycols (PEGs).

Roberto works closely with the chemical and petrochemical sectors and other markets, such as plastic converters, brand owners, oil and gas, and financial industries, providing support and guidance throughout various business chains. His current focus areas include overseeing the Market Advisory Services’ ‘Global PET Stream Report’ and ‘Global Ethylene Oxide, Glycol, & Derivatives Report,’ as well as providing primary input and insights for the World Analysis Services’ ‘World Analysis – Paraxylene,’ ‘World Analysis – Polyester,’ ‘World Analysis – PTA/DMT,’ and ‘World Analysis – Ethylene Oxide and Monoethylene Glycol.’

He joined Chemical Market Analytics in April 2021, having previously served as President of Townsend Solutions, a strategic consulting firm in the petrochemical industry. Before his tenure at Townsend Solutions, Roberto held various leadership roles in strategic planning, business development, M&A, and sales and marketing at petrochemical manufacturing companies, many of which are now part of Braskem and LyondellBasell. Roberto’s career began at Eastman Kodak and then Polibrasil Resinas, S.A., where he progressed from Marketing Intern to Head of Marketing in just five years, developing a deep customer empathy and talent for conducting in-depth market analyses.

Roberto holds a bachelor’s degree in Accounting and Finance and Business Administration from São Paulo University (Brazil). Additionally, he holds a master’s degree in Oil & Gas from Universidad Austral (Argentina). He has participated in various professional development courses with Harvard Business School, New York University’s Stern School of Business, and the Massachusetts Institute of Technology (MIT). He has been a speaker at numerous industry conferences across Europe, Asia, the Middle East, and North and South America.

Dewey Johnson

Dewey JohnsonSenior Vice President, Chemical Market Analytics

Dewey Johnson is Senior Vice President & Global Lead of Chemical Market Analytics by OPIS, a Dow Jones company (“Chemical Market Analytics”).

Dewey is responsible for the global business, including insight and research covering the major chemical value chains including Aromatics and Fibers, Olefins and Derivatives, Inorganics (chlor-alkali, vinyls, and soda ash), Plastics and Polymers, and Syngas Chemicals (methanol, acetyls, and ammonia). Dewey is based in Houston.

Prior to Chemical Market Analytics, Dewey joined IHS Markit (through legacy CMAI) in 2009. His experience in the petrochemical industry covers all aspects of the business- financial, commercial, operations, research, strategy design and business planning, business development, as well as consultancy. Prior to IHS Markit, he was with Eastman Chemical Company, where he spent more than 25 years in strategic and commercial roles with various business groups and corporate functions. Dewey held management positions in commercial development, global sourcing, P&L for key businesses, market development, and market & strategic analysis of chemical markets and businesses. Dewey has led multiple complex engagements in strategy development and execution, global sourcing of Aromatics & olefins derivatives and industrial gases, business simulation & game theory and dynamic modeling, sales/ marketing, and business development. Dewey received BS and MS engineering degrees from Tennessee Technological University and Virginia Polytechnic Institute. He also earned an MBA in General Management. Dewey has been a frequent guest lecturer at MIT Sloan School of Management, UVA Darden School of Management, and SUNY at Albany School of Public Policy.

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