08:30 am - Registration and networking

09:30 am - Welcome & introduction to S&P Global Energy

Malick Diallo, VP, EMEA Sales

09:40 am - Review of Global and Regional Fuel Markets in Times of Geopolitical Tensions - Impact  for Nigeria

• Update on the situation in the Strait of Hormuz

• Impact on markets

• Recent policy changes 

• Long-term consequences for Nigeria and the sub-region

Stanislas Drochon, Director - Head of Africa Fuels & Refining Research

 10:20 am - Crude Oil Markets and Benchmarks Update

• West African crude oil market reaction to conflict in the Middle East 

• Recent developments in the Dated Brent benchmark, methodology and fundamentals

• Methodology update on Platts’ Nigerian crude oil assessments

Sam Angell, Senior Manager, Price Reporting, Crude Oil

11:00 am - Networking break

11:30 am - African gasoline market resilience amid volatile market conditions

• Latest in global gasoline markets and their impact on Africa.

• Platts data quality and integrity – what makes African price benchmarks trusted?

• Intraday West African gasoline pricing: Managing volatility and trigger pricing.

Matthew Tracey-Cook, Senior Price Reporter, Light Ends

12:00 pm -  African refined product markets and pricing amid geopolitical conflict

• Evolving supply/demand balances and pricing: Latest trends in European and African diesel/ gasoil and jet fuel markets - impact of Russia/ Ukraine war and Strait of Hormuz supply chain disruptions.

• Increasing market transparency and providing price intelligence for decision makers: An overview of Platts price benchmark expansion and adoption in Africa.

Gary Clark, Associate Director, Price Reporting - EMEA Clean Refined Products

12:30 pm - Networking lunch

1:00 pm - An update on LPG markets

•  Response of African LPG markets to price and trade flow impacts of the war in the Middle East
• Recent trends for West Africa LPG price and freight assessments
• Update on LPG infrastructure and policy
• Short and long-term outlook for West African LPG supply, demand, and prices

Fernando Covas, Executive Director & Lead for Europe, CIS, and Africa NGL research

2:00 pm - Tanker Freight Update: Supply, Demand, Geopolitics and Regulations

• Tanker market fundamentals
• Geopolitical disruptions and impact on global tanker supply and market
• Global freight sentiment – Spot freight market update
• West Africa-specific freight trade mechanics

Alara Tizer, Associate Price Reporter, EMEA Freight Markets

2.30 pm - The future of West African trading

3:00 pm - Platts oil assessment methodology and Market on Close demonstration

Lucy Brown, Senior Market Engagement Partner, Established Bemchmarks, Strategic Engagements and Intelligence

4.00 pm - Closing remarks 

4.05 pm - Networking drinks reception

08:30 am - Registration and networking

08:50 am - Welcome & introduction to S&P Global Energy

Malick Diallo, VP, EMEA Sales

09:00 am - Recalibrating risk, reinforcing resilience

Global events are shifting focus to resilient producer host countries: Which countries are well-placed to provide a reliable, predictable operating environment to capture investment? The Middle East war has accelerated a reassessment of Sub-Saharan Africa’s perceived “risk premium”, and Nigeria holds significant unsanctioned resources that could now become more attractive.

• Africa exploration trends — From underinvestment to West African acreage capture 
• Host-country scorecard – How are Sub-Saharan host countries adapting to and capturing increased interest?
• Resource opportunity — Licensing, unsanctioned resources, and next barrels 
• Nigeria production recovery — Is the 2026 rebound durable? 
• Indigenous operators – Growth engine or balance-sheet bottleneck? 
• Market trends – What could be the market context and price outlooks on Nigeria’s project economics? 

Cyril Ruchonnet, Associate Director, Africa Upstream Intelligence

 09:30 am - Improving Cost and Execution Performance: The Role of Benchmarking in Nigeria's Upstream Sector 

As Nigeria seeks to increase upstream investment, improve operational efficiency, and deliver competitive project outcomes, operators are under growing pressure to understand how their performance compares with peers. Internal data alone provides only part of the picture. This session explores how Rushmore Reviews helps operators identify performance gaps, validate assumptions, and uncover improvement opportunities through independent industry benchmarking, supporting better decision-making, well planning, budgeting, and operational performance.

• Understanding performance through independent operator-to-operator benchmarking 
• Using peer comparisons to identify cost, efficiency and drilling performance improvement opportunities
•  Leveraging Rushmore Reviews insights to support well planning, budgeting and better operational decisions

Tasnika Goorhoo, Commercial Specialist, Rushmore Reviews

10:00 am - Networking break

10:30 am -  Nigeria’s Indigenous Upstream Moment: Scaling the Next Generation of African Oil Champions

Nigerian independents have become a major force in reversing years of declining oil production, contributing around 27% of the country’s total output in 2025 compared to just 12% a decade ago. Following the implementation of the PIA and the divestment by the IOCs of their onshore assets, Nigeria is positioning as the continent’s powerhouse for indigenous upstream operations. In a geopolitical context favourable to investments in Africa’s upstream sector, what are the missing ingredients to continue this momentum? The panel discussion will address the following questions: 

• In a landscape comprised of over 100 indigenous players, what now defines a bankable upstream operator in the eyes of lenders and investors? 
• What is the ideal portfolio strategy for Nigerian independents: mature cash-generating oil assets, gas-led growth, infrastructure-linked positions, or selective exploration upside? 
•  Are Nigeria’s crude and gas monetisation pathways strong enough to support the next phase of indigenous production growth, or are midstream bottlenecks still limiting value? 
• Where is the biggest disconnect between producers seeking growth capital and financiers assessing risk, and how can that gap be closed? 
• Will Nigeria’s fragmented indigenous upstream landscape consolidate, and what role will banks, development finance institutions and strategic investors play in shaping that consolidation? 

Moderator: Beth Evans, VP, Head of Global Upstream Regional Insight

 11:30 am -  AI for Upstream

12:00 pm - Networking lunch

1:30 pm -  Nigeria's Opportunity Window: Project Execution Risk and Energy Resilience in a Volatile Market

Keynote: Costs & Supply Chain Dynamics by Vishnu Kothuri, Associate Director, Costs & Supply Chain

Panel discussion: The ripple effects of the 2026 Middle East conflict continue to reshape global energy markets, creating new challenges for project execution, supply chains, and investment decisions. Across Africa, rising costs, equipment constraints, and logistics disruptions are coinciding with deeper concerns around energy security, as many countries remain reliant on imported refined products and vulnerable fuel supply chains. This session will examine : 

• What is the outlook for upstream investment and project sanctioning across Africa, and how does Nigeria compare with competing regions?
• How are inflation, supply chain disruptions, contractor capacity constraints, and geopolitical risks affecting project execution across Africa? 
• How competitive are Nigeria's upstream project economics to attract capital in today's higher-cost and more uncertain environment? 
• What investments are needed to strengthen refining capacity, storage infrastructure, and downstream supply chains to improve energy security and resilience? 
• What strategies can operators adopt to reduce execution risk, improve project delivery, and maintain competitiveness in an increasingly volatile and cost-conscious environment? 
• How can governments and industry reduce execution risk, strengthen market resilience, and improve project outcomes in a more volatile energy landscape? 

Panellists: Vishnu Kothuri, Associate Director, Head India Cost

Cyril Ruchonnet, Associate Director, Africa Upstream Intelligence

Stanislas Drochon, Director - Head of Africa Fuels and Refining Research

Moderator: Emike Akwiwu, Director, Relationship Management 

2:15 pm - QUE$TOR: How do you estimate your project lifecycle costs?

Leveraging a comprehensive global cost database covering materials, labour, equipment, and technologies, this session is dedicated to helping professionals in charge of upstream projects and procurement rapidly screen concepts, generate detailed CAPEX and OPEX estimates, model production and development scenarios, and optimise project designs. With regularly updated cost intelligence, this solution helps organisations make faster, more confident investment and development decisions while significantly reducing research and analysis effort. •

• QUE$TOR introduction and overview 
• Nigeria case study 
• Q&A 

Greville Williams, Associate Director, Product Management

3:00 pm -  Upstream workflows: S&P Global Energy’s Upstream data and platforms in action

• Replicate analysis presented across the Upstream Day agenda
  • Country analysis and exploration trends 
  • Company benchmarking 

Loic Bolomo, Customer Success Manager

 3:45 pm - Closing remarks

Beth Evans, VP, Head of Global Upstream Regional Insights