• WPC 2024
  • March 18-22, 2024

Pooja Jain

S&P Global Commodity Insights

Principal Research Analyst, Polymer, Asia

Pooja Jain is a Polymer SME at S&P Global’s Commodity Insights division in Gurgaon, India. She is a chemical engineer and has 12+ years of experience in the refinery and petrochemical industry. Pooja started her career as a production engineer working in the petrochemical complex at Indian Oil Corporation and later moved to project management role where she worked on several mega-scale petrochemical projects. After working in the field for close to 6 years, she moved to consulting and joined KPMG as an ENR strategy consultant. Pooja has got a good exposure of both the operations and business side of the energy industry from these varied experiences. 

Sessions With Pooja Jain

Thursday, 21 March

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

    Derivatives: It is Time to Thin the Herd

    10:30 AM: Welcome remarks - Larry Tan, Chemicals Insight, APAC lead, S&P Global Commodity Insights
    10:35 AM: Polyethylene Global Overview – Deeply Entrenched in a downcycle, what are the signposts for a faster recovery? - Jesse Tijerina, Chemical Insights, Americas Polyolefins Lead, S&P Global Commodity Insights
    The polyethylene market has been in a downcycle for more than 12 months now.  The conditions that drove the polyethylene market there persist; oversupply due to the unprecedented new capacity overbuild and lower demand due to a weak global economic environment in 2023 and even lower expected in 2024.  A review of the polyethylene supply/demand fundamentals indicate action is needed by industry participants to achieve a faster recovery.   
    10:50 AM: Polypropylene Global Overview - Uncovering Potential Winners in the Evolved Era - Pooja Jain, Senior Principal Research Analyst, Polymer, Asia, S&P Global Commodity Insights
    11:05 AM: Vinyl's Global Overview - Navigating current challenges before large expectations of growth - Harry Thomas, Director - Inorganics, Americas, S&P Global Commodity Insights  

    The global market has recovered from the volume decline in 2022 driven by large steps of demand improvement in India.  Global operating rates are at a 8 year low and will require 18-24 months to absorb the new investments in global capacity.   Energy and feedstock prices are low helping both the consumer and producer now.   S&P's analysis and expectations are for the sizeable acceleration of Vinyl's demand from housing and infrastructure growth in the back half of the decade.   
    11:25 AM: Ethylene Oxide & Monoethylene Glycol: Do intermediates offer “value in diversity” through the Energy Transition? - Andy Orszynski, Director, Olefins & Derivatives, S&P Commodity Insights
    11:45 AM: Q&A