1st Mare Forum Commodities 2015

Oil, Gas, Chemicals, Bio energy, Bunkering fuels, Iron ore, Steel, Coal, Metals, Agriculturals

Commodities trade, freight market outlook trade patterns and trends, ships, ports, logistics, investments and finance

23 June 2015

Rotterdam, Hilton Hotel

Leading commodities producers, traders, buyers, charterers, shipowners, shipmanagers, bankers, investors, market strategists, ship brokers, analysts, ports and terminals, logistics providers, insurers, maritime lawyers, class societies, and many more professionals, will actively take part in the conference program; by discussing, debating, networking, learning and sharing knowledge on commodities supply and demand, the changing trade patterns, freight rates, ships and assets, port and terminal logistics, geopolitician and business related risks, investments and finance of the agricultural, metal and energy commodities.	Mare Forum is pleased to announce the 1st Mare Forum Commodities 2015 to be held on Tuesday 23 June 2015, at the Hilton Hotel in Rotterdam.
	With the Port of Rotterdam being one of the world’s biggest ports and commodities hub, where millions of tons of cargo from all over the world pass through each year, Mare Forum decided to host its first annual Commodities Forum in Rotterdam.
	Leading commodities producers, traders, buyers, charterers, shipowners, shipmanagers, bankers, investors, market strategists, ship brokers, analysts, ports and terminals, logistics providers, insurers, maritime lawyers, class societies, and many more professionals will actively take part in the conference program; by discussing, debating, networking, learning and sharing knowledge on commodities supply and demand, the changing trade patterns, freight rates, ships and assets, port and terminal logistics, geopolitician and business related risks, investments and finance of the agricultural, metal and energy commodities.
	In the morning sessions we will look at topics pertaining to agricultural, metals and iron ore commodities such as wheat, corn, soybeans, sugar, coffee, cocoa, iron ore, steel and metals while the afternoon session will deal with topics on energy commodities such as oil, gas, coal, chemicals, bio energy and fuels bunkering.
	High level speakers, moderators, panelists and audience participants will contribute to a day packed with knowledge transfer, exchange of visions, experience and stimulating discussions. The openly approach of this type of Mare Forum conferences produce a wonderful environment for brainstorming, sharing and improving knowledge and intelligence.
	If you are interested in commodities and maritime and shipping business, and if you want to know what’s next in 2016 and beyond we invite you to attend the 1st Mare Forum Commodities 2015. You will find your answers here.
	Together with a very high level local and international audience, participants will plunge in a pool of booming business and new network opportunities with the focus on global shipping and commodities production, trade and transportation.
	We look forward to welcoming you in in Rotterdam,
	MARE FORUM

The speakers and discussion panelists

Suzanne Larsson	ABN AMRO, Global Head Agri Commodities Clients
Jannis Kostoulas	President, Mare Forum
Guy Verberne	Senior macro-economic Analyst, Investment Management, PGGM
Rob de Wijk	Director, The Hague Center of Strategic Studies
Maarten Struijvenberg	Alderman City of Rotterdam
Ronald Backers	Business Intelligence Liquid Bulk, Port of Rotterdam
Hans Feringa	President, Stolt Nielsen
Patrick Kulsen	Managing Director, PJK International
Wouter Jacobs	Erasmus University Rotterdam
Colin Cridland	Board Member and Director Research Clarksons
Stefan Albertijn	Chairman of Baltic Exchange Information Services Ltd
Philip Embiricos	Past President BIMCO
John Su	Managing Partner & CEO, Erasmus Shipinvest
Cees Jorissen	International Tax Partner, Deloitte
Enrico Paglia	Analyst, Banchero Costa Research
Dr. Leo Drollas	Past Director and Chief Economist, Centre for Global Energy Studies, UK
Jeroen Kuyper	Chairman, Rotterdam Maritime Service Community (RMSC)
Paul Govaart	President, Govaart and VTTI Energy Partners LP
Dr Annie Koh	Professor Singapore Management University
Lucien Lesuis	Director, Charterama
Sander Scheepens	Vice President, Standard Chartered Bank
Erkam Yildirim	President, Zealand Shipping
Representatives	from trading companies have been invited as attendees

Programme

	Tuesday 23 June 2015 – Hilton Hotel Rotterdam
	Opening and Welcome
09:00	* Jannis Kostoulas President, Mare Forum
	The Big View:
09:10	* Guy Verberne Senior macro-economic Analyst, Investment Management, PGGM; World Economy and Trade
09:20	* Rob de Wijk Director, The Hague Center of Strategic Studies; *Geopolitics; the multipolar world in motion and the effect on trade*
09:30	* Maarten Struijvenberg Alderman City of Rotterdam: City, Port and Commodities; the world’s hub for trade and Logistics
09:40	Signing the MOU between the Smartport en International Trading institute (ITI) and the Singapore Management University (SMU)
09:50	* Cees Jorissen International Tax Partner, Deloitte; Commodity Trading: towards a new fiscal playing field
session 1:	The Agricultural and Metal commodities markets
Part I	The Agriculturals Market
	Wheat, Corn, Soybeans, Sugar, Coffee, Cocoa
	Global Supply and Demand - Trade Patterns, freight - Ships and assets - Ports, Terminals and Logistics- Investments and Finance and Derivatives
	SESSION CHAIRMAN:
10:00	* Suzanne Larsson  ABN AMRO, Global Head Agri Commodities Clients; Introduction
	SPEAKERS AND PANELISTS:
10:10	Colin Cridland Board Member Clarksons: Global Supply and Demand - Trade Patterns and the Shipping market outlook*
10:20	* Stefan Albertijn Chairman of Baltic Exchange Information Services Ltd; *Baltic Exchange Index Renewal in an IOSCO framework: Securing the Future*
10:30	Discussion between the speakers, discussion panelists and audience participants on the following themes:
	What are the market expectations for the agriculturals on supply and demand What are the rates market expectations for the next year(s)? Are there more merges to be announced? Will the current global geopolitical turbulences affect the shipping markets and increase the commodities and freight rates? Shall we see a change of trade patterns in the next year(s)? What is needed to become a successful commodity trading hub? Is there a shifting of balance of trade and what are its effects in different vessels usage and freight rates? Is dry bulk maritime transportation today a smart investing opportunity? What are the criteria that charters look at before ordering a ship? What are the views of charterers on eco-ships? more themes to be announced soon
	DISCUSSION PANELISTS:
	Guy Verberne  Senior Macro-economic Analyst, Investment Management, PGGM Rob de Wijk Director, The Hague Center of Strategic Studies Maarten Struijvenberg Alderman City of Rotterdam Ronald Backers Business Intelligence Liquid Bulk, Port of Rotterdam Patrick Kulsen Managing Director, PJK International Cees Jorissen International Tax Partner, Deloitte Oscar Brouwer (CC), Directeur Cocoanect Colin Cridland  Board Member, Clarksons Stefan Albertijn Chairman, Baltic Exchange Information Services Ltd. Jeroen Kuyper Chairman, Rotterdam Maritime Service Community (RMSC) John Su Managing Partner & CEO, Erasmus Shipinvest B.V. Enrico Paglia  Analyst, Banchero Costa Research Philip Embiricos  Past President, BIMCO Dr. Wouter Jacobs Senior Research Fellow RHV BV- Erasmus University Rotterdam Leo Drollas  Past Director and Chief Economist, Centre for Global Energy Studies, UK Hans Feringa President, Stolt Nielsen Paul Govaart President, Govaart and VTTI Energy Partners LP Dr Annie Koh Professor Singapore Management University Lucien Lesuis Director, Charterama Sander Scheepens Vice President, Standard Chartered Bank Erkam Yildirim President, Zealand Shipping Representatives from trading companies have been invited as attendees Audience Participants
11:30	Break
Part II	Iron Ore , Steel, Metals, Commodities Market Outlook
	Global Supply and Demand - Trade Patterns, freight - Ships and assets - Ports, Terminals and Logistics- Investments and Finance and Derivatives
	SESSION CHAIRMAN:
11:50	* John Su Managing Partner & CEO, Erasmus Shipinvest B.V.; *Introduction*
	SPEAKERS AND PANELISTS:
12:00	* Enrico Paglia Analyst,Banchero Costa Research: Global Supply and Demand - Trade Patterns;
12:10	* Philip Embiricos Past President BIMCO: *Quests on the Shipping market outlook*
12:20	Discussion between the speakers, discussion panelists and audience participants on the following themes:
	What are the market expectations for the iron ore steel and other metal commodities on supply and demand What are the rates market expectations for the next year(s)? How much need the iron price drop further before we see an equilibrium between supply and demand ? Can the global steel market absorb the increasing export volumes of Chines steel? What is the role of emerging markets in today’s demand and supply of iron ore and metal commodities ? Will the current global geopolitical turbulences affect the shipping markets and increase the commodities and freight rates? Shall we see a change of trade patterns in the next year(s)? Is there a shifting of balance of trade and what are its effects in different vessels usage and freight rates? What are the criteria that charterers look at before ordering a ship? What are the views of charterers on eco-ships? The derivatives market in drybulk shipping; is it still relevant? Does it do a good job of hedging risk? more themes to be announced soon
	DISCUSSION PANELISTS:
	Guy Verberne  Senior Macro-economic Analyst, Investment Management, PGGM Ronald Backers Business Intelligence Liquid Bulk, Port of Rotterdam Patrick Kulsen Managing Director, PJK International Cees Jorissen International Tax Partner, Deloitte Colin Cridland  Board Member, Clarksons Stefan Albertijn Chairman, Baltic Exchange Information Services Ltd. Jeroen Kuyper Chairman, Rotterdam Maritime Service Community (RMSC) John Su Managing Partner & CEO, Erasmus Shipinvest B.V. Enrico Paglia  Analyst, Banchero Costa Research Philip Embiricos  Past President, BIMCO Dr. Wouter Jacobs Senior Research Fellow RHV BV- Erasmus University Rotterdam Leo Drollas  Past Director and Chief Economist, Centre for Global Energy Studies, UK Oscar Brouwer (CC), Directeur Cocoanect Hans Feringa President, Stolt Nielsen Paul Govaart President, Govaart and VTTI Energy Partners LP Dr Annie Koh Professor Singapore Management University Lucien Lesuis Director, Charterama Sander Scheepens Vice President, Standard Chartered Bank Erkam Yildirim President, Zealand Shipping Representatives from trading companies have been invited as attendees Audience Participants
13:10	Short Speech before lunch by: * Jeroen Kuyper Chairman, Rotterdam Maritime Service Community (RMSC)Lunch hosted by The Rotterdam Maritime Services Community (RMSC)

session 2:	The Energy Commodities Market outlook
	Oil, Gas, Fuels bunkering, Bio energy, chemicals, coal
	Global Supply and Demand - Trade Patterns, freight - Ships and assets - Ports, Terminals and Logistics- Investments and Finance and Derivatives
	SESSION CHAIRMAN: Philip Embiricos  Past President, BIMCO
14:10	Introduction
	SPEAKERS AND PANELISTS:
14:20	* Dr. Leo Drollas Past Director and Chief Economist, Centre for Global Energy Studies, UK; Energy forecast supply and demand, exploration, refinement and trade
14:30	* Colin Cridland Board Member Clarksons: *the Liquid Shipping market outlook*
15:40	* Ronald Backers Business Intelligence Liquid Bulk, Port of Rotterdam; *Ports, terminals and logistics; challenges and opportunities*
15:50	Break
16:20	Discussion between the speakers, discussion panelists and audience participants on the following themes:
	How long will the price of oil remain low? Will the market forces balance the oil supply and demand? Has the global oil market entered a new era? Shall the geopolitical situation in Ukraine, Iran, Middle East influence a lower or higher oil price? As the price of oil will remain low, are the renewables and “green economies” facing problems? What are the market expectations for oil and gas supply and demand? What are the rates market expectations for the next year(s)? What is China’s demand on oil for the next years? What is the role of emerging markets in today’s demand and supply of oil and gas? Will the low price of oil create a delay on deep water explorations in the world? Will the low price of oil create a delay on new ship-building, and the introduction of new fuels? How long will it take for shale gas to restore production and to be delivered in the International Market? What is market perspective on LNG of the traders? When and under what conditions will a spot market for LNG trading emerge? What is the traders perspective on LNG shipping markets? Will traders continue with mid-stream and downstream integration in the oil markets? more themes to be announced soon
	DISCUSSION PANELISTS:
	Guy Verberne  Senior Macro-economic Analyst, Investment Management, PGGM Ronald Backers Business Intelligence Liquid Bulk, Port of Rotterdam Patrick Kulsen Managing Director, PJK International Cees Jorissen International Tax Partner, Deloitte Colin Cridland  Board Member, Clarksons Stefan Albertijn Chairman, Baltic Exchange Information Services Ltd. Jeroen Kuyper Chairman, Rotterdam Maritime Service Community (RMSC) John Su Managing Partner & CEO, Erasmus Shipinvest B.V. Enrico Paglia  Analyst, Banchero Costa Research Philip Embiricos  Past President, BIMCO Dr. Wouter Jacobs Senior Research Fellow RHV BV- Erasmus University Rotterdam Leo Drollas  Past Director and Chief Economist, Centre for Global Energy Studies, UK Hans Feringa President, Stolt Nielsen Paul Govaart President, Govaart and VTTI Energy Partners LP Dr Annie Koh Professor Singapore Management University Lucien Lesuis Director, Charterama Sander Scheepens Vice President, Standard Chartered Bank Erkam Yildirim President, Zealand Shipping Representatives from trading companies have been invited as attendees Audience Participants
17:10	Synthesis and Conclusions
17:30	Drinks reception hosted by
	The Rotterdam Maritime Services Community (RMSC)

Download Programme (PDF)

Location

http://www3.hilton.com/en/hotels/netherlands/hilton-rotterdam-RTMHITW/index.html

HILTON ROTTERDAM

WEENA 10, ROTTERDAM, 3012 CM,

THE NETHERLANDS

TEL: +31-10-7108000 - FAX: 31-10-7108080

General Information

DATE & LOCATION

Wednesday 23 June 2015

HILTON HOTEL ROTTERDAM

Address: Weena 10, Rotterdam, The Netherlands
Phone: + 31 10 710 8000

REGISTRATION

All participants who wish to attend the conference must be registered. Please note that formal registration and confirmation thereof only takes place after the registration fee has been received and recorded on our accounts. Participants are requested to return one registration form per participant to MARE FORUM by fax, or by mail, at the fax number or address listed below. Please keep a copy of the form, and your payment, for your records.

CONFIRMATION

After receipt of your registration form you will be sent a confirmation by e-mail, with extra details concerning the programme of the conference. An invoice marked “Paid in Full” will be sent to your mailing address after receipt of the payment.Please note that your registration is a Person – Restricted Pass, which means that only the registered participant will be admitted for any of the activities of the conference. A Person Restricted Pass for conference participation may not be shared by more than one person.Should you be unable to attend the conference, a substitute participant is always welcome at no extra charge if he / she carries a letter of authorisation from the original participant and if the conference office has been notified of the name of the substitute participant before the conference date.

REGISTRATION FEE

Early bird rate: Euro 847,- [euro 700 + euro 147 VAT] (Booking and pay before May 26, 2015)

Full rate: Euro 968,- [euro 800 + euro 168 VAT] (Booking and pay from May 26, 2015)

The conference fee includes: conference attendance and documentation, refreshments, lunch, receptions during scheduled breaks in the conference programme. Please refer to the website or the conference programme for dates, times and locations.

PAYMENT PROCEDURE

Payment for the conference can only be made in EUROS by CREDIT CARD PAYMENTS (MasterCard, American Express or Visa). Please fill in appropriate sections on the Conference Registration Form should you wish to attend.Payment for hotel accommodations must be made directly to the hotel in Euros as noted on the Hotel Registration Form.

CANCELLATIONS
In case you are unable to attend the conference for any reason at all, no refunds will be made by Mare Forum. Mare Forum only offers the opportunity to send in a substitute participant at no extra charge if he/she carries a letter of authorisation from the original delegate. The conference office must be notified of the name of the substitute participant before the conference takes place.

INSURANCE
The conference organisation cannot accept any liability for personal injuries or for the loss of and/or damage to personal belongings of the participants, either during or as a result of the conference. Please check the validity of your personal insurance.

Registration

REGISTRATION FEE:

Early bird rate:
Euro 847,- [euro 700 + euro 147 VAT] (Booking and pay before May 26, 2015)

Full rate:
Euro 968,- [euro 800 + euro 168 VAT] (Booking and pay from May 26, 2015)

The conference fee includes: conference attendance and documentation, refreshments, lunch, receptions during scheduled breaks in the conference programme. Please refer to the website or the conference programme for dates, times and locations.

To register and pay for a Mare Forum conference please click on http://members.mareforum.com

Hotel Registration

A block of rooms (discounted rates) have been reserved for June 22, 2015 – June 23, 2015.

Booking a reservation from our site is simple.
To begin the process click on:

http://www.hilton.com/en/hi/groups/personalized/R/RTMHITW-GMAR06-20150622/index.jhtml?WT.mc_id=POG

Conference Papers

The 1st Mare Forum Commodities 2015 conference held on Tuesday June 23 at the Hilton Hotel in Rotterdam was a successful and stimulating event with interesting presentations and energizing discussions.

High level speakers, session and conference panelists, chairmen and present audience have contributed to a great ambience on this extraordinary day, packed with gaining and sharing knowledge, brainstorming and making and sustaining contacts.

It’s our great pleasure to inform you that the conference presentations are available here.

Conference Impressions

View the album in Flickr

For further information on the conference please contact:

MARE FORUM

Weena 235
3013 AL Rotterdam
The Netherlands
Tel: +31.10.842 57 97
Fax:+31.10.844 99 69
global@mareforum.com