Visionary Agenda: Deliver A Better Commodity Trading System


Theme 1: Market Drivers and Outlook

11:00am–11:15am

Macroeconomics and the Commodities Trading Industry Outlook

  • Global economic outlook and important regional insights
  • Economic health check on industries directly related to commodity trading
  • Demographics, supply / demand forecasts and financial considerations for commodities

John Baffes Senior Economist The World Bank

11:00am–11:15am

Commodity Trading House Perspectives on the Impact of Covid-19

  • What is the current status of the pandemic and how have trading houses, banks, traders, producers and buyers reacted?
  • How are stakeholders preparing for commodity market recovery?
  • How has Covid-19 accelerated or decelerated plans toward digitized, innovative and sustainable business models for trading houses?

11:00am–11:15am

Producer Perspectives on The State of the Oil Market in An Unprecedented Climate

  • What is the supply/demand, trade situation and outlook for oil?
  • How does the impact of Covid-19 on the energy sector compare to historic oil price events?
  • Fiscal measures to combat the oil crisis and to aid energy sector bounce back

11:00am–11:15am

China’s Economy, Covid-19 Recovery and Trade Flows

  • How has China’s economy been affected by Covid-19 and what are the recovery plans?
  • Commodity supply, demand and trade outlook for China
  • What are the knock-on effects of disrupted trade with China on commodity value chains and the shipping industry globally?

Theme 2: Global Commodity Trade Perspectives

11:00am–11:15am

How Resilient is the Energy Market Through Volatility?

  • What are the short and long-term impacts of negative oil price trading, retro-active pricing and future pricing on energy producers, traders and buyers?
  • What are the current challenges and opportunities for energy market stakeholders and traders?
  • How is price discovery and transparency affecting the market?
  • How will and how should the energy market be reshaped in 2020 and beyond?

Stuart Williams President, ICE Futures Europe Intercontinental Exchange

Peter Reitz Chief Executive Officer EEX AG

11:00am–11:15am

Global Mining and Metals – Supply, Demand and Trade Disruptors

  • What main challenges are the metals and mining industry facing in today’s climate?
  • How has Covid-19 impacted the market and what trends will continue into 2021?
  • What is China’s role in the metals trading market and what is the future outlook?
  • Which strategies are mining and metals players implementing to promote sustainability and profitability?

11:00am–11:15am

A New Standard for Agricultural Commodity Trading?

  • What is the state of the agricultural commodity market today?
  • How have the major agricultural commodity categories (grains, oilseeds, meat, dairy, softs and other) been impacted by Covid-19?
  • How are agribusiness stakeholders innovating to trade more efficiently and sustainably?
  • How could traders adapt to the changing needs of the agricultural commodity producers and buyers?

11:00am–11:15am

The Shipping Industry in 2020 and Impacts for Commodities

  • How has Covid-19 affected the shipping industry and what are the knock-on effects globally?
  • How can stakeholders manage freight forward agreements in the current climate?
  • What pressures are on the shipping industry and how can they remain sustainable, profitable and resilient?
  • What tools are buyers, traders and suppliers using for bunker hedging amid IMO 2020?

Theme 3: Commodity Trading in the Energy Transition

11:00am–11:15am

What Can Trading Houses Learn from Corporates in the Energy Transition?

  • What are the key goals of the energy transition and major steps required to move forward?
  • How are corporates adapting their business models to be more sustainable and investment friendly?
  • Top ways for trading houses to improve global reputation, responsibility and impact

11:00am–11:15am

What You Need to Know About Emissions Trading Schemes

  • How do emissions markets and carbon auctions work?
  • How are allowances allocated and auctioned, and does the current climate impact this?
  • How do governments and financial markets guide carbon markets?
  • What will be the impact of the Market Stability Reserve?

Dirk Forrister President and CEO International Emissions Trading Association

11:00am–11:15am

The ESG Investment Landscape and Considerations for Commodity Traders

  • What are investors looking for in their commodity portfolios?
  • How have government mandates and regulations formed investment decisions?
  • What steps can commodity trading houses take to improve their appeal to investors?

11:00am–11:15am

How Can Segregated Power Markets Work Together in the Energy Transition?

  • How does power trading work and where have power trading markets emerged?
  • What is the value of power trading and how can stakeholders capitalise on it in future?
  • What impact will the energy transition for major power players and how can they evolve to adapt to global climate needs?
  • How can segregated power markets better collaborate to promote resilient liquid markets that address long-term energy goals?

Kari Ekelund Thørud CEO Nord Pool

11:00am–11:15am

Sustainable Fuel Targets, Fuel Demand and the Impact on Commodity Trading

  • What is the impact of Covid-19 on declining fuel demand for the economy, traders and other stakeholders?
  • How and when is the move toward e-mobility and sustainable fuels expected to affect energy demand?
  • What regulations are in place and how are corporates adapting their strategies to be compliant sustainability leaders?
  • How should producers and traders adapt to cater to future fuel demand?

11:00am–11:15am

What Will Happen to Coal… and What Are the Alternatives?

  • How much of the world currently relies on coal and how is the investment landscape changing to move away from it?
  • How are coal-heavy market players adapting to the energy transition and what strategies need to be adopted to maintain profitability?
  • What steps must be taken to support producers and traders though major shifts as coal becomes less attractive to governments, consumers and investors?

Barry K. Worthington Executive Director United States Energy Association

Theme 4: Trading Market Structure, Transparency and Regulation

11:00am–11:15am

How Is Geopolitics Affecting the Commodities Markets?

  • Geopolitical update: how has the global trade landscape shifted in 2020 and what changes are to come?
  • How might the US election, Brexit and governmental changes affect commodity trading?
  • How are compliance, sanctions, regulation and trade agreements affecting commodity trading?
  • How are trade conflicts affecting commodity markets and how can stakeholders mitigate associated risks?

11:00am–11:15am

Can Commodity Trading Ever Be Sustainable and Profitable?

  • How has the emergence of carbon and emissions trading impacted the energy trading ecosystem?
  • What impact does transparent, sustainable trading have on the traditional marketplace? Where does the current system fall short?
  • How can commodity trading hubs evolve to cater to new and necessary market structures?
  • What steps are required to move toward sustainable value chains whilst maintaining profitability?

11:00am–11:15am

Are Gas Hubs Fit for Purpose Amidst the Globalisation of Gas?

  • Should gas commodity trading markets be disconnected from Oil Price Index? How can this be done?
  • What are the current challenges and opportunities for gas traders as liquidity increases?
  • How are gas benchmarks evolving globally and what does it mean for traders?
  • How will decarbonisation affect gas trade in the coming years?

11:00am–11:15am

Hedging, Risk and Currencies in Commodity Trading

  • Effectively managing credit risk, margin risk, market risk, price risk and volatility risk in commodity trading
  • How can currency risk be accounted for when trading commodities?
  • What innovative hedging solutions are available to help manage profit and risk?

11:00am–11:15am

Overcoming Barriers to The Digitisation of Commodity Trading

  • Which aspects of the commodity trading operating model can be digitised?
  • What are the long-term benefits of digitisation to commodity trading houses and their partners?
  • Which technologies are enhancing both physical and derivative commodity trading?
  • What are the barriers to digitisation and how can they be overcome?