• WPC 2024
  • March 18-22, 2024

Saugata Saha

S&P Global Commodity Insights

President

Saugata Saha is President of S&P Global Commodity Insights and a member of S&P Global’s Executive Committee.

(Commodity Insights, created by the combination of S&P Global's Platts and IHS Markit’s Energy & Natural Resources divisions, is a leading provider of data, research, analytics, and services for the energy and commodities markets.)

In prior roles at the company, Saugata was the Chief Financial Officer of two of S&P Global’s technology-driven, data, benchmarks, and analytics divisions, S&P Global Market Intelligence and S&P Global Platts. Prior to that, Saugata led financial planning & analyses (FP&A) and corporate strategy for the company; managed operations for the technology group; led the integration program for a large acquisition; and led the strategy team at S&P Global’s Ratings division.

Previously, Saugata was a consultant at McKinsey & Co.’s New York office where he led client engagements focused on strategy, M&A, corporate finance, and on improving operations across a range of industries, with particular emphasis on financial services.

Before joining McKinsey & Co., Saugata spent seven years at the Godrej Group, a $4 billion diversified conglomerate in Mumbai, India. At the Godrej Group, Saugata led sales teams and supply chain re-engineering projects and worked in the Office of the Group Chairman.

Saugata holds a Bachelor of Science degree in Economics, with Honors, from St. Xavier’s College in Kolkata, India; a post-graduate diploma in Management from the Xavier Institute in Bhubaneswar, India; and a Master of Business Administration degree from Harvard Business School, where he was a George F. Baker Scholar.

Sessions With Saugata Saha

Wednesday, 20 March

  • 08:15am - 10:00am (CST) / 20/mar/2024 01:15 pm - 20/mar/2024 03:00 pm

    Executive Conference Opening Session

    Positioning for the next Upturn as Energy and Materials Transition Accelerate

    8:15 AM: Welcome to WPC 2024 - Mark Eramo,Global Head of Fuels, Chemicals & Resource Solutions, S&P Global Commodity Insights    
    8:20 AM:  President's Welcome - Saugata Saha, President, S&P Global Commodity Insights    
    8:25 AM:  Energy Transition Outlook - Atul Arya, Senior Vice President, Energy, S&P Global Commodity Insights  

    8:40AM: It’s All About The Landing - Paul Gruenwald, Global Chief Economist, S&P Global Ratings

    Following a synchronized rise in policy rates, growth is now unsynchronized across major economies. The U.S. is outperforming whereas in Europe activity is flat. The common macro thread comprises strong labor markets and spending on services, fiscal tailwinds, and lingering core price pressures. Inflation has likely peaked as have policy rates, but central banks are on guard against declaring victory too early. Our higher-for-longer view applies both to policy rates and market interest rates, real and nominal. Caution among developed market central banks is constraining potential rate cuts in emerging markets. The next macro challenge is to "stick the landing." The risks to our soft-landing baseline look balanced. Strong labor markets and fiscal tailwinds are driving the upside, whereas uncertainties about the lagged transmission of cumulative rate hikes since early 2022 are driving the downside.
    9:00 AM: Geopolitics Outlook - Carlos Pascual, Senior Vice President, Head of Geopolitics & International Affairs, S&P Global Commodity Insights
    9:20 AM: Oil Outlook - Jim Burkhard, Vice President & Head of Research for Oil Markets, Energy and Mobility, S&P Global Commodity Insights
    9:40 AM: Q&A -  Moderator: Lyn Tattum, Vice President, Head of Events, S&P Global Commodity Insights