Agenda

Monday October, 26

03:00pm - 03:10pm Welcome and Introductory Remarks

Atul Arya, Senior Vice President and Chief Energy Strategist, IHS Markit

03:15pm - 03:40pm IHS Markit Briefing: Economy and Geopolitics

Shane Akeroyd, President, Asia Pacific and Global Head of Account Management, IHS Markit
Rajiv Biswas, Executive Director, Economics, IHS Markit
Keerti Rajan, Research and Analysis Director, IHS Markit

03:45pm - 04:10pm IHS Markit Briefing: India's Climate and Energy Transition
Atul Arya, Senior Vice President and Chief Energy Strategist, IHS Markit
Rashika Gupta, Director Power, Gas, Coal and Renewables, IHS Markit
Gauri Jauhar, Executive Director, Energy Transitions and Clean Tech Consulting, IHS Markit

04:15pm - 04:40pm Leadership Dialogue

Daniel Yergin, Vice Chairman, IHS Markit
Bernard Looney, Group chief executive, bp p.l.c.

04:45pm - 05:10pm Leadership Dialogue

Daniel Yergin, Vice Chairman, IHS Markit
Patrick Pouyanné, Chairman and Chief Executive Officer, TOTAL SA

05:30pm - 06:00pm Inaugural Address

Daniel Yergin, Vice Chairman, IHS Markit
Hon. Shri Narendra Modi, , Prime Minister of India
Hon. Shri Dharmendra Pradhan, Minister of Petroleum and Natural Gas and Minister of Steel, Government of India

06:05pm - 06:25pm Ministerial Dialogue

Carlos Pascual, Senior Vice President, Global Energy, IHS Markit
H.E. Mohammad Sanusi Barkindo, Secretary General, Organization of the Petroleum Exporting Countries (OPEC)

06:30pm - 07:05pm More Energy, Fewer Emissions: The dual challenge

In the next 30 years, it is expected that up to 2 billion additional people will be added to the global
population including millions more in India. Continuing economic growth will require more energy; at
the same time, there is broad consensus that GHG emissions are leading to warming of the planet. In
India, 68% of emissions come from energy sector and about 20% from industry. While emissions in
India continue to grow with economic growth, the country has pledged a 33%–35% reduction in the
“emissions intensity” of its economy by 2030, compared with 2005 levels. Therein lies the dual
challenge: How to fuel the future economic growth and bring people out of poverty and do so while
reducing GHG emissions?What are the most practical and tangible ways for India to meet the
emission intensity targets?
What is the future of coal in India’s power generation mix?
How can emissions from coal be reduced?
What are some ways to accelerate the share of renewables in the power generation mix?
How can energy waste be reduced?
What policy measures can central and state governments take to reduce emissions?
Should there be specific emission reduction targets for public sector companies?
Atul Arya, Senior Vice President and Chief Energy Strategist, IHS Markit
Shreerupa Mitra, Executive Director, The Energy Forum
Sunita Narain, Director General, Centre for Science and Environment (CSE)
Tim Gould, Head of Division, Energy Supply and Investment Outlooks, International Energy Agency

07:10pm - 07:45pm Mobility of the Future: A turning point for India

Join us for a discussion where we explore the future mobility outlook for India and beyond, with a
focus on vehicle electrification and mobility solutions that could help the wider society move toward a
sustainable trajectory in the long term.Will India be able to capitalize upon the global drive toward
electrification?

Page 1 of 5
 Agenda

Which mobility solutions will prove to be successful, and why?

What could be the challenges to deploying new technologies in India?
Could India become an exporter of affordable mobility technology?
Tom De Vleesschauwer, Vice President, Automotive, IHS Markit
Pankaj Jhunja, Head of Mobility Innovation Hub, Tata Motors

07:50pm - 08:25pm Scaling Energy Choices: From pilot to commerciality

There is widespread and growing consensus today that that the transition to zero carbon energy
sources should be accelerated to mitigate the impact of global warming and the associated changes in
our climate. India’s growing energy needs will require rapid scaling of a wide spectrum of energy
sources and technological solutions.What are the most scalable options to meet growing energy
demand in India?
How can gas in combination with renewables provide reliable and affordable power supply?
What is needed for EVs to leapfrog internal combustion engine cars and two- and three-wheelers?
How could domestic bioenergy and biofuels sources be scaled rapidly to meet growing demands in
the transportation sector?
How far and how fast can traditional energy companies shift their portfolios toward new forms of
energy?
What role can financial institutions play to accelerate commercialization of new technologies?
What are some policy and regulatory interventions required to accelerate the commerciality of pilots
and achieve scale and materiality?
Gauri Jauhar, Executive Director, Energy Transitions and Clean Tech Consulting, IHS Markit
Ashok Belani, Executive Vice President, Schlumberger New Energy
Shri Amitabh Kant, Chief Executive Officer, National Institution for Transforming India (NITI Aayog)
S.S.V. Ramakumar, Director, Research and Development, Indian Oil Corporation Ltd.
Dev Sanyal, Executive vice president, gas and low carbon energy, bp p.l.c.

08:30pm - 09:00pm Ministerial Dialogue

Daniel Yergin, Vice Chairman, IHS Markit
H.R.H. Prince Abdulaziz bin Salman, Minister of Energy, Kingdom of Saudi Arabia

Tuesday October, 27

03:00pm - 03:10pm Welcome and Introductory Remarks

Carlos Pascual, Senior Vice President, Global Energy, IHS Markit

03:15pm - 03:35pm IHS Markit Briefing: Upstream: Competing in the energy transition
Paul Markwell, Vice President, Global Upstream Oil and Gas Insight, IHS Markit
Rajeev Lala, Research Director, IHS Markit
Dan Pratt, Executive Director, Upstream, IHS Markit

03:40pm - 04:00pm IHS Markit Briefing: Global Gas and LNG

Catherine Robinson, Executive Director, Global Gas, IHS Markit
Gautam Sudhakar, Senior Director, Global LNG, IHS Markit

04:05pm - 04:25pm Indian Ministerial Dialogue

Lance Uggla, Chairman and Chief Executive Officer, IHS Markit
Hon. Smt. Nirmala Sitharaman, Minister of Finance and Minister of Corporate Affairs, Government of India

04:30pm - 05:00pm "The New Map" India Book Launch

Daniel Yergin, Vice Chairman, IHS Markit
Hon. Shri Dharmendra Pradhan, Minister of Petroleum and Natural Gas and Minister of Steel, Government of India

05:05pm - 05:25pm Leadership Dialogue

Daniel Yergin, Vice Chairman, IHS Markit

Page 2 of 5
 Agenda

05:30pm - 06:05pm Technologies to Optimize Costs, Recovery and Emissions in the Upstream
Indian operators are facing the dual pressures of lowering costs and increasing recoveries to remain
competitive, and of decarbonizing the business. These aspirations are not mutually exclusive; the
most efficient and effective oil companies tend to be those doing the most to curb their emissions. This
session explores efforts underway in both areas along with the intersection between the two.What
emerging technologies and innovative practices can Indian operators deploy today to drive lower
costs, higher recoveries, and reduced emissions associated with operations?
What is a realistic scope of performance improvements achievable through such means?
Where is there strong alignment between these areas?
Judson Jacobs, Executive Director, Upstream Technology, IHS Markit
Sunil Duggal, Group Chief Executive Officer, Vedanta
Shashi Shanker, Chairman and Managing Director, Oil and Natural Gas Corporation Ltd. (ONGC)
Lorenzo Simonelli, Chairman and CEO, Baker Hughes

06:10pm - 06:40pm Indian Ministerial Dialogue

Daniel Yergin, Vice Chairman, IHS Markit
Hon. Shri Piyush Goyal, Minister of Railways and Minister of Commerce and Industry, Government of India

06:45pm - 07:20pm Growing Share of Gas in India's Energy Mix: What is realistic?
To diversify India’s energy mix and develop a gas-based economy, India has set an ambitious target
of increasing the share of natural gas in its primary energy mix from 6% to 15% by 2030. The
government has launched targeted reforms for development of natural gas infrastructure, expansion of
city distribution networks, market-determined gas pricing, and increased domestic gas production. For
LNG developers, India therefore offers great potential.What are the prospects and challenges for
increasing the share of gas in different sectors of the economy?
What role can LNG play to support that objective, and how can the global gas market support India’s
import needs?
What needs to happen to further promote India’s LNG imports?
Is the current price regime adequate for gas to reach 15% of the primary energy mix?
Is gas a competitive commodity at the consumer level to grow the share of gas for power and
industrial uses?
What are some international best practices for gas markets and pricing that can be adapted for India?
Michael Stoppard, Chief Strategist, Global Gas, IHS Markit
Meg Gentle, President and Chief Executive Officer, Tellurian
Manoj Jain, Chairman and Managing Director, GAIL India Ltd.
Ernie Thrasher, Chief Executive Officer and Chief Marketing Officer, Xcoal Energy and Resources

07:25pm - 08:00pm The Hydrogen Economy

Hydrogen has the potential to play an important role in meeting the future energy needs of
transportation and power generation. The complex value chain of hydrogen as an energy source
consists of production, storage, transportation, re-fueling stations, fuel cell vehicles, and power
generation. Is hydrogen finally going to break through? Is this time different?
How can India create large-scale, affordable hydrogen supply resources?
How will industry collaborate to create a hydrogen energy eco-system?
What policy interventions are needed?
With both real and perceived safety issues around hydrogen, will the fuel get public acceptance?
What are key signposts for India?
Shankari Srinivasan, Vice President, Energy, IHS Markit
Bashir Dabbousi, Director of Technology Strategy and Planning, Saudi Aramco
Emmanouil Kakaras, Senior Vice President and Head of New Business, Mitsubishi Power Europe GmbH
Dr. R.K. Malhotra, Director General, Federation of Indian Petroleum Industry

08:05pm - 08:30pm New Map of Energy for India

Daniel Yergin, Vice Chairman, IHS Markit
Dr. Rajiv Kumar, Vice Chairman, NITI Aayog

Wednesday October, 28

Page 3 of 5
 Agenda

03:10pm - 03:20pm Welcome and Introductory Remarks

Atul Arya, Senior Vice President and Chief Energy Strategist, IHS Markit

03:25pm - 03:50pm IHS Markit Briefing: Refining and Petrochemicals

Ravi Narayanaswamy, Vice President, Oil Markets, Midstream and Downstream, IHS Markit
Premasish Das, Senior Director, Downstream, IHS Markit
Sanjay Sharma, Vice President - Chemical Consulting, IHS Markit

03:55pm - 04:20pm IHS Markit Briefing: Zero Carbon Supply Chains

Nick Lowes, Vice President, Energy Transitions and Cleantech Consulting, IHS Markit
Steven Knell, Senior Director, Energy and Climate Scenarios, IHS Markit
Sam Wilkinson, Director, Solar and Energy Storage Research, IHS Markit
Edurne Zoco, Director, Solar and Energy Storage, Energy Technology, IHS Markit

04:25pm - 04:50pm Leadership Dialogue

Daniel Yergin, Vice Chairman, IHS Markit
Mukesh Ambani, Chairman and Managing Director, Reliance Industries Ltd.

04:55pm - 05:20pm Leadership Dialogue

Daniel Yergin, Vice Chairman, IHS Markit
Tengku Muhammad Taufik, President and Group Chief Executive, PETRONAS

05:25pm - 06:00pm Future of Refining and Petrochemicals in a World of Surplus

Energy transition is shifting demand from traditional products of refining, including gasoline, diesel,
and jet fuel. At the same time, the trend is exacerbated by a COVID-19–related drop in fuel demand
from the transport sector. Petrochemicals feedstocks, often regarded as by- products of refining
activity and priced as such, are likely to take a greater percentage of the barrel. Traditionally, naphtha
has sold at little higher than crude oil but this will change as chemicals move from 25%–30% of oil
demand growth to 70%–100% of growth when fuel demand reaches a plateau.As part of this trend,
refinery/petrochemical integration is deepening globally, and the interest of energy companies in
chemicals in growing. Strategies are changing and major investments are underway—on a new scale
and involving new technologies.How will this play out in India
Which companies will be involved?
What new regional alliances will be forged?
Lyn Tattum, Vice President, Global Chemical Market Information, IHS Markit
B. Anand, Chief Executive Officer, Nayara Energy Ltd.
M.K. Surana, Chairman and Managing Director, Hindustan Petroleum Corporation Ltd.
S.M. Vaidya, Chairman, Indian Oil Corporation Ltd.

06:05pm - 06:40pm Indian Markets and Regulatory Dialogue

Across the oil and gas value chain, the Indian government has been proactive in announcing new
policy and regulatory mechanisms to meet India’s energy needs. These reforms have been targeted at
increasing domestic production, raising the share of gas in the energy mix, and advancing the quest
for new energy sources.What further reforms are necessary to attract greater investment across the oil
and gas value chain?
How quickly can the move to market-based mechanisms (such as for gas pricing) be completed so
that India can attract more international investments?
What are some of the planned policy measures to make the energy sector more competitive and less
reliant on incentives, subsidies, and mandates?
What steps are necessary to significantly accelerate infrastructure development and project
approvals?
Gauri Jauhar, Executive Director, Energy Transitions and Clean Tech Consulting, IHS Markit
Todd Abrajano, Chief Operating Officer, Head of Agency, U.S. Trade and Development Agency
Shri S.C.L. Das, Director General, Directorate General of Hydrocarbons, Ministry of Petroleum and Natural Gas, Government of India
Shri Tarun Kapoor, Secretary, Ministry of Petroleum and Natural Gas, Government of India
Sashi Mukundan, Senior vice president, bp group, President, bp India

Page 4 of 5
 Agenda

06:45pm - 07:25pm India Leadership Dialogue

Nirmal Shani, Country Manager and Executive Director - South Asia, CERAWeek - South and Southeast Asia, IHS Markit
V.K. Mishra, Director (Finance) and additional charge of MD and CEO, Petronet LNG Ltd.

07:30pm - 08:05pm Indian Energy Innovation

Energy companies are making efforts to reinvent themselves by taking advantage of new technologies
to make their operations safe, reliable, and efficient. Innovations in digitalization and clean energy
solutions offer the prospect to increase sustainability, productivity, and efficiency of existing activities
throughout the energy chain. New opportunities are emerging in the production and transportation of
energy, and in how companies interact with consumers.What is the state of energy innovation in
India?
Which technologies offer the most promise?
Can the industry rapidly deploy new innovations?
Which types of players and partnerships hold the key?
How can the Indian diaspora help accelerate entrepreneurship and innovation in India?
Atul Arya, Senior Vice President and Chief Energy Strategist, IHS Markit
Siddharth Mayur, Founder and Managing Director, h2e Power Systems Pvt. Ltd.
Suruchi Rao, Co-Founder, Ossus Biorenewables
Vijay Swarup, Vice President, Research and Development, ExxonMobil Research and Engineering Company

08:10pm - 08:35pm Ministerial Dialogue

Daniel Yergin, Vice Chairman, IHS Markit
Hon. Dan Brouillette, Secretary of Energy, United States Department of Energy

08:40pm - 09:00pm Closing Remarks

Daniel Yergin, Vice Chairman, IHS Markit
Shri Tarun Kapoor, Secretary, Ministry of Petroleum and Natural Gas, Government of India

Page 5 of 5