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
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
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) 
RMSC_Pay-off-wpcf_150x54

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) 
RMSC_Pay-off-wpcf_150x54
Download Programme (PDF)

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

 

Contact Information

MARE FORUM
Weena 235
3013 AL Rotterdam
The Netherlands

Tel: +31.10.842 57 97
Fax:+31.10.844 99 69
global@mareforum.com