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Agenda

DAY ONE: Wednesday 28th March 2012

 

8.30am Registration & Coffee
9:00am

Competing in the dry bulk market - dry bulk shipping market analysis

  • Dry bulk trade route changes and evolution of new trading patterns
  • The role and function of the FFA market in modern risk management
  • The development of the Asia-Pacific marketplace

Jeremy Penn, Chief Executive, The Baltic Exchange

9.50am

50 World economic outlook and prospects for seaborne trade

  • Prospects for recovery in world trade
  • European credit concerns and economic stability
  • The continuing influence of the banking crisis -
  • Credit conditions and bond markets
  • Prospects for the FFA markets
  • Other emerging factors affecting demand for seaborne transportation
Helge Pedersen, Global Chief Economist, Nordea Group

 

10.30am Morning tea

11.00am

Do values represent the real intrinsic worth of vessels?

  • Have the traditional valuation methods of ships changed in recent years?
  • Market unpredictability – Do scrap rates reflect true values?
  • What tools exist to assist the shipowner extract better returns?
  • Interpreting and misinterpreting market data

Georgi Slavov, Head of Dry Freight and Basic Commodities Research, ICAP Shipping

11.40am

Avoiding defaults when credit markets tighten - risk management in difficult economic conditions

  • Clearing and its role in risk management?
  • How do clearing houses protect derivatives transactions? Why are they increasing in importance?
  • How will new regulations on derivatives affect the way clearing houses work?
  • Hedging and other financial tools to reduce risk

Isabella Kurek-Smith, Director, Head of Energy and Freight, LCH.Clearnet

12.20pm

Maritime agreements - charter renegotiations when market conditions change

Philip Roche, Partner, Maritime, Trade and Energy, Norton Rose LLP

1.00pm

Lunch

2.00pm

Bulk carriers and the carriage of hazardous cargoes – an international regulatory update on current and future carriage requirements

Ian Harrison, Technical Manager, Intercargo

2.40pm

Vessel demand and shipbuilding order books

  • Newbuild delivery in 2011 and beyond
  • Ship cancellations, renegotiations, and deferments
  • Ship classification and trends in dry bulk newbuilds

 

3.20pm

Afternoon tea

 

FINANCE

 

4.30pm

Challenges in the ship/shore interface for dry bulk shipping

  • Impact of Chinamax and larger vessels on the dry bulk terminals
  • Vertical integration of miners into the terminal landscape


Han Ozturk, Executive Committee Chairman, Dry Bulk Terminals Contact Group (DBTG)

5.10pm

Networking drinks

 

DAY TWO: Thursday 29th March 2012

 

8.30am

Coffee

3.50pm

Opening remarks from the Chair

9.05am

Can china continue to be the engine of growth?

  • National iron ore resource strategies for industry and domestic consumption
  • China’s increasing demand in the iron ore and coal markets
  • Chinese domestic policy, Medium and small steel mill closures – reduction in competition or consolidation to improve price efficiencies?
  • Sustainability and continued growth. Turth or fallacy?

Laura Brooks, Consultant, CRU

 

DRY BUL OUTLOOK - COAL

 

9.40am

The outlook for thermal & coking coal markets

  • Thermal & coking coal demand – Global climate change and carbon taxes reducing demand?
  • New coal fired power generation
  • Demand hotspots - Asia, China and India
  • Atlantic to Pacific trade
  • Emerging new demand and trade routes – Openings for new shipping opportunities

Hayden Atkins, Associate Economist, Macquarie Digital

10.20am

Morning tea

 

IRON ORE

 

10.50am

Iron ore market outlook - supply and demand balance

  • Iron ore outlook to 2015
  • Expanding iron ore operations to meet demand
  • Will suppliers, shippers and other partners be able to meet increased demand?
  • Will the expansion plans create oversupply in the market

Michael Zeitler, Head of Metals Brokerage, BNP Paribas Commodity Futures

11.30am

Correlating iron ore demand with economic improvement

  • Iron ore demand as an indicator of economic conditions
  • Supply and demand balance in difficult economic conditions
  • Mine expansion plans and infrastructure spending
  • Are mining commodities creating a two tier economy

Plamen Natzkoff, Freight, Coal & Iron Trader, Ronly Bulk Trading

 

STEEL

 

12.10pm

Outlook for steel

  • World crude steel production growth
  • Changing dynamics within the steel industry
  • Declining steel production markets versus growth
  • China & India infrastructure expansion and the consumption of iron ore and steel

Anindya Mohinta, Director, Mining & Steel, Citi Investment Research & Analysis

 

CEMENT

 

12.30pm

Recent trends in the world cement industry and global cement flows

1.00pm

Lunch

 

GRAINS

 

2.00pm

Developments in grain markets

  • Analysis of market trends - production, consumption levels and prices
  • Prospects for growth in levels of production and demand in the European markets
  • Production capacity by region - Projected levels for grain exports
  • Import and export patterns on the global grains market
  • Fundamental and speculative elements of grain commodity prices
Caroline Bain, Senior Commodities Editor/Economist, The Economist Intelligence Unit

 

SUGAR

 

2.40pm

World sugar market outlook

  • An overview of global sugar production and consumption in 2011/12 and beyond
  • Recent changes on the world sugar export and import maps
  • Assessing prospects for future seaborn trade flows

Sergey Gudoshnikov, Senior Economist, International Sugar Organization

3.20pm

Afternoon tea

 

FERTILISER

 

3.50pm

Global supply / demand of fertiliser and implications on dry bulk freight markets

Oliver Hatfield, Director – Fertilisers, Integer Research

4.30pm

Close of conference