Seats are complimentary and limited
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.
Transamerica Berrini
Rua Quintana, 1012 – Brooklin Novo
São Paulo, Brazil
Wednesday, 30 April 2025
Lunch and coffee breaks are included
Veteran Industry Professionals from OPIS, Chemical Market Analytics and McCloskey
Price Assessments, Short- and Long-Term Outlooks, Analytics and Insights
This half-day event will feature insightful discussions and networking opportunities. The final agenda will be announced soon—check back for updates!
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:
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.
Sareena Patel, Associate Director, Global Thermal Coal, McCloskey by OPIS
Question and answer session.
Maia Dolan, Director, Methanol, Chemical Market Analytics by OPIS
Current methanol feedstocks are almost exclusively natural gas and Chinese coal. Methanol also plans an important role at energy transition and sustainability development. Demand growth in the last ten years has been largely driven by MTO, with strong fuels growth. But as growth into MTO declines, future demand will be driven more by traditional chemical derivatives, with methanol into marine fuel and vehicle fuel a constantly growing and topical upside. The industry is beginning its decarbonization journey, with new technologies and feedstocks and some consumers looking to purchase green, not grey methanol. We will discuss the anticipated evolution of the methanol industry over the next decade, the implications for pricing, supply-demand, trade, and the types of companies participating in the market.
Question and answer session.
Marina Maliushkina, Associate Director, Global Steel Analysis, McCloskey by OPIS
Latin America finds itself at the forefront of Green Steel development. Renewable generation – particularly solar – is growing rapidly in the region, and is a cornerstone of the expectation that the Latin America will become a green hydrogen production hub. With this resource, and access to either local or imported iron ore, Latin America has the potential to grow to be a major player in the Green Steel supply chain – either as a producer of green DRI/HBI, or potentially taking the additional step of growing as a Green steel producer. Investments are coming rapidly – not only from local entities, but also from steelmakers around the world. But will global hydrogen and green steel markets take off to support such an industry? Or will the cost of green steel and logistical challenges around hydrogen slow the decarbonization of the steel sector? Can Hydrogen Live up to the Hype? Hydrogen is gaining serious momentum as a key player in the global energy transition, offering a versatile, clean alternative to fossil fuels. But as with any emerging technology, it faces skepticism and misconceptions. Dive into hydrogen’s growing role in decarbonizing industries like transportation and steel production, and we address common myths surrounding its safety, cost, and efficiency. Discover how hydrogen is shaping the future of clean energy and how its myths are steadily being dispelled.
Question and answer session.
Question and answer session.
Emma Santana, Analyst – Carbon Policy, OPIS
Deep dive into the implications of CBAM on Latin American imports to Latin America. What are the CORISIA or other Article 6 agreements that the region may want to embrace?
Director, Methanol, Chemical Market Analytics by OPIS
Read BioAssociate Director, Global Steel Analysis, McCloskey by OPIS
Read BioAssociate Director, Global Thermal Coal, McCloskey by OPIS
Read BioAnalyst – Carbon Policy, OPIS
Read BioSenior Vice President, Chemical Market Analytics
Read BioMaia 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.
Marina Maliushkina is the Associate Director, Global Steel Analysis at McCloskey by OPIS
Marina Maliushkina is a Associate Director, Global Steel Analysis at McCloskey by OPIS, A Dow Jones Cmopany. Prior to joining McCloskey, Marina worked as a senior analyst at Fastmarkets Research and a pricing analyst at S&P Global Platts. Marina holds bachelor’s degrees in history from the Belarusian State University and Accounting and Financial Management from the University of Sunderland.
Sareena Patel is the Associate Director, Global Thermal Coal at McCloskey by OPIS
Sareena Patel is Associate Director, Global Thermal Coal. Sareena has almost 15 years’ experience in the energy sector covering gas, power, and coal. In her current role, Sareena primarily focuses on the global seaborne market for thermal coal and is responsible for producing strategic insights and outlooks for thermal coal supply, demand, and prices. She is the author of the service’s flagship publication ‘Steam Coal Forecaster’ and over her career has covered a vast array of topics including coal-gas competition, energy transition, and the impact of wide-ranging policy changes. Sareena joined McCloskey by OPIS, a Dow Jones Company (previously IHS Markit’s Coal, Metals and Mining team) in 2012 from IHS Markit’s European Gas team, where she focused on midstream supply and demand analysis, infrastructure development, gas storage, and gas market flexibility. Her expertise also extends to the European power sector. Sareena has a BA (Hons) in Economics with French from the University of Durham, in the United Kingdom.
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.