All timing is US Eastern Time
Day 1: November 9th, 2021
8:00am – 8:10am (ET)
Chairman’s Opening Remarks
John MacNamara CEO Carshalton Commodities Ltd Chairman London Trade Roundtable
8:10am – 8:30am (ET)
Live Fireside Chat with Russell Hardy, CEO, Vitol
Russell Hardy CEO Vitol
Dmitry Zhdannikov Editor in charge, Energy Reuters
8:35am – 8:55am (ET)
The Effects of Energy Transitions on the Commodity Market and the Global Commodity Economic Outlook
- Outlook for fossil fuel replacement with renewable sources of energy
- Environmental impacts of increased production of biofuels & other unintended consequences of the run to renewables
- Impact of energy transitions on metals markets and food prices
Jeffrey Currie Global Head of Commodities Research Goldman Sachs
8:55am – 9:15am (ET)
Exclusive Interview with Carol Howle, EVP Trading and Shipping, BP
Brazil’s fuel market and how the privatization of Petrobras refineries should change Brazil’s position in the world’s fuel market
Carol Howle EVP Trading and Shipping BP
Dmitry Zhdannikov Editor in charge, Energy Reuters
9:15am – 9:40am (ET)
The Retreat by Banks, the Influx of Alternative Lenders and the Perceived Failure of the Trade Credit Insurance Model
- Why Banks have retreated
- Alternative Lenders line up but in what volume and at what price?
- The Trade Credit Insurance Model in doubt?
- What new solutions replace lost liquidity?
Dr Tom Parkman Head of Research TXF & Proximo
Maarten Koning Managing Director, Global Head Trade and Commodity Finance ING
9:40am – 10:10am (ET)
Networking Break
10:10am – 10:40am (ET)
LNG Bounced Back Quickly Following the Oversupply During the Summer of 2020. What is the Outlook Over the Next Couple of Years?
- Demand trends – will the energy transition support or stifle demand? Where is demand expected to grow
- Supply trends
- How has LNG trading been able to deal with the volatility over the last 18 months and what implication does that have for the development of liquid spot market for LNG?
Jonathan Westby Senior Vice President JERA Global Markets
Cristian Signoretto Director Gas & LNG & Deputy General Director for Natural Resources Eni
10:45am – 11:10am (ET)
LIVE Q&A: Are we in a Commodity Super Cycle?
- Where is the commodity space today relative to the macroeconomy and broader markets?
- What factors have got us here?
- Where are the opportunities and risks within the sector?
- Do metals and agri enjoy an energy that is denied to oil & gas?
- Recovery and demand: just how long does a Covid bounce last?
Jeffrey Currie Global Head of Commodities Research Goldman Sachs
Saad Rahim Chief Economist Trafigura
Derek Sammann Global Head of Commodities and Options Products CME Group
Kpler
11:15am – 11:35am (ET)
How should Big Mining Companies Respond to a New Commodities Boom in the age of Responsibility and ESG?
- Growth without glut: How should miners gauge sustainable production growth to meet renewed demand?
- How to reconcile ‘extractive industry’ with the public’s ESG expectations? Minerals for ‘electric everything’- How the Major Mining Players see that Opportunity
- Do big miners still need the big traders?
Mikael Staffas President and CEO Boliden
11:40am – 12:10am (ET)
Softs: Are the ABCCD Traders Still Alone at the Top of the Agri Tree?
- Can traders other than the ABCCD five take meaningful market share?
- The big just get bigger every year: can they be caught by the rest of the pack? Or are they simply too big to share?
- How do those further down the food chain see their future?
Presentation 1: Chris Mahoney Chairman ED&F Man Former CEO Glencore Agriculture
Presentation 2: Scott Wellcome Director, Grains Risk Management GoodMills Group
12:10am – 12:25pm (ET)
Networking Break
12:10am – 12:25pm (ET)
Beyond Ethanol and Biodiesel: The Future of Biofuels
- Is there a Market for Hydrogen, Renewable Gas and Biomethane in the Long Term?
- The Devil in the detail of green & blue hydrogen, electrolysers, pipeline and grid
- How to create the confidence to invest in production and achieve economies of scale
Charlotte Morton Chief Executive World Biogas Association
Grant Ashton CEO Green Gas Trading
Day 2: November 10th, 2021
8:00am – 8:10am (ET)
Chairman’s Opening Remarks
John MacNamara CEO Carshalton Commodities Ltd Chairman London Trade Roundtable
8:10am – 8:30am (ET)
Live Fireside Chat with Reuters Editorial
Torbjörn Törnqvist Chairman and CEO Gunvor Group
8:35am – 9:00am (ET)
Digitising financial and physical supply chains in the agricultural commodities trade
- 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
Carl Wegner CEO Contour
Greg A. Morris President, Ag Services and Oilseeds Archer Daniels Midland Company
Chris Mahoney Chairman ED&F Man Former CEO Glencore Agriculture
9:05am – 9:40am (ET)
Commodities and Climate Change: can Genuine Carbon Neutrality be Achieved through Carbon Credits & Offsets?
- Brussels has set out its intentions for reducing fertilizers and pesticides usage and to increase organic commodity production amongst other initiatives.
- “carbon credit’ trading, is it real, just another fad, benefits only the big names etc, how will this market grow and develop, and does it really help to reduce greenhouse gases.
- How can we create industry accounting solutions to ensure all GHG emissions are accounted for and offsets are not double pledged or spent?
Arnoud Star Busmann CEO MineHub
Andrew Glass Founder, Managing Director Avatar Commodities
Dr Tasneem Krueger-Vally Founder KruegerVallyConsulting
9:40am – 10:00am (ET)
Networking Break
10:00am – 10:25am (ET)
Will Fraud Finally Push the Finance of Commodity Trading into the 21st Century?
- The ease with which title documents for goods onboard or in-store can now be faked and baked, lay behind the serial frauds in commodity trade finance seen in Singapore and elsewhere in 2020. This has decimated the ranks of banks who traditionally supported this business. Can Fintech save the day?
Peter Hopkins Managing Director DRUM Risk
Samir Neji Founder & CEO DLT Ledger
10:30am – 10:55am (ET)
The Resilience of Trade during COVID-19 - Agricultural and other Supply Chains. The Global Outlook for 2022
- The resilience of supply chain trade - Despite a few shortages, supply chain trade held up much better than expected despite massive combined supply and demand shocks -- examples taken in agricultural/food, health, and other supply chains will be discussed. The global financial crisis had led a decade ago to a deeper collapse of GVCs and a longer recovery. However, the supply shock is leading to a consideration of "backward" supply links in certain strategic sectors.
- A recovery underway, with fear of a "great divergence" - A clearer picture will have emerged in the second part of the year regarding the pace and profile of global trade's current recovery, which drivenby major production and consumption "clusters" (China, US). Risks of a divergent recovery between regions and levels of development have been flagged by major international institutions.
Dr Marc Auboin Counsellor,Economic Research and Statistics Division WTO
11:00am – 11:25am (ET)
A New Level of Fully Digitised Global Trade after the Pandemic/ Commodity Trading & Digitalization Era: Ongoing & Expected Changes
- Supply chain resilience with the use of electronics, traceability, tracking, data analytics, cloud computing, Blockchain technology and IoT
- Where cargo is and where the product is at any one time
- AI and machine learning for trade and how to make a decision
- How to build robust systems in case of future pandemics
Tom James CIO & CEO TradeFlow Capital Management
Jürgen Mayerhofer CEO and Co-founder enspired
11:30am – 11:55am (ET)
Live Fireside Chat: with Reuters Editorial
Marco Dunand CEO Mercuria Energy Trading
11:55am – 12:00am (ET)
Networking Break
12:00am – 12:25am (ET)
Can Digitalization fast forward Energy Transition and Efforts to Decarbonize the World on Commodities
- Which ones could grow, which ones could diminish, how can new systems help this?
- The big shift of going to zero emissions
- Digitalization of infrastructure and facilities and the business case for it
Paul Sébastien Co-Founder Climate Neutral Commodity
12:30pm – 1:00pm (ET)
Thought leadership Presentation
Matthew Chamberlain Chief Executive London Metal Exchange
