Agenda 2022

JUNE 8

Wednesday
08 June 2022
Houston, Texas
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Markets in Focus: Metals & Shipping

08:55
Ben_Hillary
Ben Hillary
Managing Director
Commodities People
Opening Comments
09:00
Executive Panel
howard walper
Howard Walper
CEO Americas,
Commodities People
ernie trasher
Ernie Thrasher
Chief Executive Officer and Chief Marketing Officer, Xcoal
melisa culbertson
Melisa Culbertson
Executive Director OTC Structured Product, RJO'Brien
Gregory Broussard
Gregory Broussard
Managing Director and Global Head of Financial Trading, Cargill
Moderator
Witches brew (Geopolitics, ESG initiatives and the lingering impact of COVID-19)
  • How are company leaders positioning themselves in an era of high prices and extreme volatility?
  • How has the war on Ukraine impacted different markets? How will this impact markets in the long term?
  • What are the lingering impacts of COVID-19? Are supply chains springing back, and if not, how long until we are back to"normal?"
  • How has the focus on ESG changed the way companies operate, particularly carbon-intensive industries?
09:45
Presentation
craig pirrong
Dr. Craig Pirrong
Professor of Finance, Bauer College of Business,
University of Houston
Impact of extreme volatility on large trading companies
  • The impact of volatility on funding needs/costs: variation margins
  • The impact of volatility on funding needs/costs: initial margin
  • The impact of volatility and price levels on funding needs: financing inventories
  • The impact of volatility on trading risk and opportunities
10:15
Presentation
keith barnet
Keith Barnett
President,
Barnhill Energy
Ukraine invasion exposes weakness of global integration of commodities
  • Impact of invasion on commodity markets
  • Interrelationship between oil, natural gas, fertilizers, ag commodities, FX, inflation, etc.
  • Need for top notch data sources, analytics and risk management systems
10:45
Exhibition Area
Break
11:30
Presentation
burba john
John L Burba
PhD, CEO, International Battery Metals
Metals Moving Markets

Overview and pricing forecast for base metals.

12:00
Presentation
anuj chopra
Capt. Anuj Chopra FNI
Adjunct Professor, Supply Chain & Logistics Technology, Construction Management Department, College of Technology,
University of Houston
Risk in the maritime supply chain
  • Risk is personal!
  • Perceived risk and reputational impact
  • Sustainability and Risk
  • Due diligence and governance
  • Transactional risk in the maritime domain
  • Adapting to pace of change
  • Maritime supply chain risks
12:30
Exhibition Area
Lunch
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