Asia-Pacific Commodities in Focus: Navigating the Shifting Landscape

S&P Global Ratings hosted a live, interactive webinar on Thursday, July 3, 2025, where our analysts—alongside guest speakers from S&P Global Commodity Insights—discussed the evolving landscape of Asia-Pacific (APAC) commodities.

Agenda

Asia-Pacific Macroeconomic Overview
Louis Kuijs – Chief Economist, Asia-Pacific, S&P Global Ratings

Panel Discussion 1: Asian Chemicals – Navigating a Prolonged Downturn

• Key Drivers Behind the Extended Industry Downturn and Recovery Prospects
• China’s Oversupply Challenge: How It May Evolve
• Rating Implications: Trends and Outlook

Paul Joo – Director, Olefins and Olefin Derivatives, Asia-Pacific, S&P Global Commodity Insights
Raymond Hsu – Director, Corporate Ratings, S&P Global Ratings
Betty Huang – Associate Director, Corporate Ratings, S&P Global Ratings
Moderator: Annie Ao – Director, Lead Analyst, Corporate Ratings, S&P Global Ratings

Panel Discussion 2: Asia-Pacific Steel – Weathering the U.S. Tariff Shock

• U.S. Tariffs: Impact on Chinese, Indian, and Korean Steelmakers
• Sector Outlook: What’s Next for Steel in APAC
• Credit Impact: Implications for Rated Issuers

Crystal Hao – Research Analyst, Metals (Research & Analytics Team), S&P Global Commodity Insights
Anshuman Bharati – Associate Director, Corporate Ratings, S&P Global Ratings
Crystal Wong – Associate Director, Corporate Ratings, S&P Global Ratings
Ji Cheong – Associate Director, Corporate Ratings, S&P Global Ratings
Moderator: Minh Hoang – Director, Lead Analyst, Corporate Ratings, S&P Global Ratings

Panel Discussion 3: Energy Transition – Is It Still Happening? 

• Thermal Coal in Asia: The Role of Energy Transition
•  Oil and Gas in Uncertainty: How APAC Producers Are Responding
• Will LNG be the Bridge to Renewables

Pat See Khoo – Senior Analyst, Coal and Power (Research & Analytics Team), S&P Global Commodity Insights 
Richard Creed – Director, Corporate Ratings, S&P Global Ratings
Pauline Tang – Associate Director, Corporate Ratings, S&P Global Ratings

Moderator: Danny Huang – Managing Director, Analytical Manager, Corporate Ratings, S&P Global Ratings

This webinar is free of charge.