Agenda

Dust off the cobwebs from the night before and hit the ground running with an early morning run around the beautiful city of Amsterdam

Grab a coffee and let us know you've arrived for the second day of TXF Global Commodities Finance 2022

TXF’s Commodities Content Manager, Aife Howse, welcomes delegates to day two by providing an overview on what was discussed on day one and what we can look forward to throughout the final day.

Aife Howse
Commodities content Manager, TXF

With the use of TXF Intelligence’s data and research suite, we provide delegates with an overview of the key metrics which define the current state of the commodity finance industry. Following that, we put you to the test with a live survey to assess your views on 10 of the top industry trends for 2022.

Dominik Kloiber
Director, TXF
Alfonso Olivas
Head of digital product, TXF

Developing robust fraud prevention measures remains a key area of focus for an industry still feeling the effects of the 2020 fraud scandals. Whilst much of the focus is being placed on finding digital solutions the problem, CMA and KYC is also integral, and with ESG at the forefront of every industry decision, this also comes into play. This session will explore: -How is the commodity finance market currently viewed from the perspective of institutional investors? -Has the market recovered from the high-profile issues that dominated headlines? -How can service providers offering CMA/inspection, KYC, and logistics, create more transparency and mitigate risk - How important is ESG for new investors entering the market? How can you build ESG into KYC/CDD? -Can greater tech or networks open up new trade credit lines particularly for the mid-size/SME space?

Tina Mavraki
Managing Director, Ingenios Limited
Mathias Bucher
Founder, MatterSphere
Marcos Camhis
CEO, FOS Asset Management
Moderator
Charles Osborne
Head of Commodities, TXF

Pick up a coffee and get your business cards ready for this extended networking session

- Identifying raw material price risk exposure in main LiB cell technologies - Framing the challenges surrounding nickel and lithium supply

Mark Beveridge
Head of Consultancy, Benchmark Mineral Intelligence

Supply chain disruption was an issue before the Covid 19 pandemic. But as this, and the Russian war on Ukraine has shown, the commodity finance industry is never far from the next big threat to supply. - What solutions are already available to corporates to help secure access to supply? - Are these solutions enough to hedge the mammoth fall out of the Russia/Ukraine conflict? - What will happen to sectors such as grain, gas, and metals if severe supply shortages are ongoing? - What can be done to tackle the issue of lack of shipping containers and high pricing of shipping containers?

Enrique Rico
Global Head of Structured Trade & Trade Funding, Santander
Archie Matheson
Structured Finance & Trader - Africa, Czarnikow
Julio Carrasco
Treasury, Insurance and Financial Risk Director, Alicorp S.A.A.
Moderator
Max Thompson
Deputy Editor, TXF

Head of commodities at TXF, Charles Osborne, brings the event to a close by providing a summary of the key discussion points from across the two days. A post-conference report will be shared with delegates after the conference.

Charles Osborne
Head of Commodities, TXF

Pick up your badge, grab a coffee, and get ready for a day filled with networking and discussion

TXF’s Editor-in-Chief, Jonathan Bell, welcomes guests to the event and provides an overview of what to expect over the following two days

Jonathan Bell
Editor-in-chief, TXF

In this keynote address, Rebecca Harding, CEO of Coriolis Technologies, gives the scoop on three major trends in commodity trade, which will underpin the strategies of every market player going forwards and ultimately impact almost every sector going forward. Trend 1: The long-term consequences of trade being weaponised Trend 2: Threat to security of supply across the agri, energy, and metals sectors Trend 3: The new and evolving focusses on ESG

Rebecca Harding
Independent Economist & CEO, Coriolis Technologies Limited

In this opening keynote panel we invite global commodity trading houses to share their views on the challenges and opportunities facing them in 2022. How are larger traders diversifying their funding options to cope with evolving market conditions? What are the key logistical and supply chain challenges facing traders at the moment and what impact will the Russia/Ukraine conflict have on supply chains in the short, medium and long term?

Michael Wort
Global Head of Commodity Finance, Shell Trading
Oliver Schenkenberg
Global Head of Treasury and Corporate Finance, Gunvor
Nicolas Jobert
Structured Finance – Head of EMENA, Trafigura
Moderator
James Burnett
Head of Structured Trade & Commodity Finance - EMEA, Sumitomo Mitsui Banking Corporation (SMBC)

Pick up a coffee and get networking!

In this keynote financing panel we gather global heads of trade and commodity finance from major commodity finance banks to debate how the commodity ecosystem will evolve over the coming years. - The challenges of adapting to sanctions and how banks can assist their trader and producer clients in also adhering to sanctions. - The impact of current geopolitical turmoil on ESG and the energy transition. There is potential for this to accelerate the journey to net zero, but will industry participants have the liquidity to do so?

Christine McWilliams
Global Head of Commodity and Energy, Treasury and Trade Solutions, Citi
Maarten Koning
Managing Director, Global Head Trade and Commodity Finance, ING Bank
Jean-Marie Le Fouest
Head of ECA, Commodity & Structured Trade Finance EMEA, MUFG
Sandra Primiero
Global Head TF&L Natural Resource Finance, Deutsche Bank
Frank van Oordt
Global Head of Trade Commodity Finance Energy & Metals, Rabobank
Moderator
Dominik Kloiber
Director, TXF

With heavy sanctions in place against Russia, and a serious reputational risk associated with doing business with unsanctioned Russian entities, a huge part of the commodity trade finance world has been cut off. It will also be extremely difficult to do business in Ukraine for the next few years at least. Where will banks be looking to open new credit lines in the wake of this? Do some of the emerging markets, such as Africa, LatAm, and Southeast Asia, have the capacity to bridge the production gap left by Russia and Ukraine at such sudden notice? What impact will this have on already skyrocketing energy and agri prices?

Peter Hopkins
Managing Director, Drum Risk Ltd
Hartwig Schuen
Director, Terra Mater Advisors
Alexander Stoianov
CEO, Positron Energy
Denis Golovenko
CFO , Positron Energy
Moderator
John MacNamara
CEO, Carshalton Commodities

Plenary room

Recent years has seen a general trend towards rising costs for insurance products and falling capacities. In light of this, many traders are reassessing insurance as a cost effective risk management tool, instead seeking alternative options. This session gathers insurance providers and insurance buyers to discuss recent changes in the insurance market and assess whether the product still remains an effective tool. -What changes have insurance buyers seen in recent years in terms of pricing, claims payments and capacity? -Do insurers remain committed to the market? -Is the consensus that the insurance market is there in the good times but gone in the bad times a fair one?

Rakesh Ranchhoddas
Bank Relations & Customer Solutions, Archer Daniels Midland
Aline Duperrex
Senior Underwriter, Credendo
Lui Xun
Head of Transaction Banking Department, Bank of China
Willem Calame
Head of Natural Resources Finance Flow EMEA, Deutsche Bank
Moderator
Ashleigh Cheall
Head of London Broking and Director , Texel

Breakout room

THIS WORKSHOP IS EXCLUSIVE FOR IN-PERSON DELEGATES 2021 saw coffee trader Sucafina secure the first ever digital borrowing base facility, a two-year $500 million borrowing which on-boarded trade finance blockchain platform Komgo as digital agent. In this case study session we go behind the scenes of the landmark deal to profile the role of a digital agent and assess the benefits they can play in commodity finance going forward. - What role does the digital agent play and how did the collaboration between Sucafina and the digital agent come about? - What added costs or savings does a digital agent bring? - How will digital transactions evolve going forward?

rooms:

Plenary room

Europe’s energy crisis is placing huge pressures on the energy supply chain. Traders and utilities, faced with unprecedented margin calls, are forced to tap new liquidity sources or risk having to close out trading positions. In this session we gather a panel of commodity traders and utility companies to discuss their approach to managing liquidity during this unprecedented energy crisis. - Are traders and utilities receiving the support they need from existing liquidity providers? - Do banks fully understand the hedging strategies being utilised by traders and utility companies? - Are we starting to see utility companies turn to commodity finance as an additional funding option?

Marc Pfefferli
Group Treasurer, Axpo
Nicolas Marsac
Global Head of Structured and Trade Finance, Trafigura PTE Ltd, Singapore, Branch Office Geneva
Hamdi Arman
Managing Director - Head Energy Desk, Credit Suisse
Moderator
Hesham Zakai
Managing Director, TXF

Breakout room

THIS SESSION IS EXCLUSIVE FOR IN-PERSON DELEGATES Weak supply conditions and a post Covid-19 rebound in demand could see Brent Crude reach $100 a barrel by the end of 2022. In this session we discuss the market conditions which are driving oil to record highs and outline the potential ramifications which this could have on the commodity finance market.

rooms:

Grab a coffee and get networking before the final sessions of the day

A robust framework that is broadly agreed, widely adopted, and clearly defined is critical to ensuring progress on sustainability in commodity finance and driving enhanced levels of ESG transparency. Arguably, the standards are there, but they are not well distributed. In this session we gather a panel of sustainability experts at different stages of the process to discuss current sustainability standards and propose potential next steps. - Are too many industry participants holding back from implementing ESG standards until there is a single standardized approach? Is this slowing progress? - What does it take for corporates to make the journey towards implementing ESG frameworks? What are the benefits of acting early? - What can the commodity finance industry learn from other financial markets when it comes to developing sustainability standards?

Elsa Pernot
Global Head of HSEC, Gunvor
Paul Sebastien
Co-Founder, Climate Neutral Commodity
Daniele La Porta
Global Head of Sustainability, Gerald Group
Adam Hearne
CEO & Co-Founder, CarbonChain
Hugo Brodie
VP Sustainability, London Metal Exchange
Moderator
Aife Howse
Commodities content Manager, TXF

Is the writing on the wall for small and mid-sized traders? Struggling for liquidity and facing high commodity prices and debilitating logistical challenges caused by supply squeezes and rampant shipping costs, they are faced with some difficult decisions. This session gathers small and mid-sized trading houses to unpack the challenges facing the SME treasury function.

Natalia Haas
Managing Partner, Mercator Commodities AG
Pierpaolo Di Fabio
CFO, KME Group
Regis Leonhard
Global Head of Treasury and STF, Alvean Sugar SL
Alexander Peters
Group CFO, ArrowResources AG
Simon Huber
Global Head of Commodities Finance, Bluequest Resources AG
Moderator
Jean-Francois Lambert
Founder & Managing Partner, Lambert Commodities

We announce the winners of TXF's Deals of the Year 2021, before inviting you to join us for an industry cocktail reception to celebrate

Charles Osborne
Head of Commodities, TXF
Dominik Kloiber
Director, TXF

Join us for a drink at the hotly anticipated annual TXF industry cocktail reception

One week out from TXF Global Commodity Finance 2022, TXF's commodities content manager gets an update from Credendo's Kerlijne Van Steen, underwriting and political risk, on how the insurance market is dealing with the Russia/Ukraine shockwaves.

Kerlijne Van Steen
Head of Single Risk, Credendo
Moderator
Aife Howse
Commodities content Manager, TXF

Launching the virtual events platform, watch TXF's Aife Howse catch up with Melinda Moore, CEO of Clean Mining, as they deep dive into which commodities have been struck with the highest levels of volatility off the back of geopolitical turmoil, if the EV market in danger as base metal price soar, and whether the role of base metals in green infrastructure offsets the various ESG issues associated with its circular supply chain.

Melinda Moore
CEO, Clean Mining
Moderator
Aife Howse
Commodities content Manager, TXF

Search results

Dust off the cobwebs from the night before and hit the ground running with an early morning run around the beautiful city of Amsterdam

Grab a coffee and let us know you've arrived for the second day of TXF Global Commodities Finance 2022

TXF’s Commodities Content Manager, Aife Howse, welcomes delegates to day two by providing an overview on what was discussed on day one and what we can look forward to throughout the final day.

Aife Howse
Commodities content Manager, TXF

With the use of TXF Intelligence’s data and research suite, we provide delegates with an overview of the key metrics which define the current state of the commodity finance industry. Following that, we put you to the test with a live survey to assess your views on 10 of the top industry trends for 2022.

Dominik Kloiber
Director, TXF
Alfonso Olivas
Head of digital product, TXF

Developing robust fraud prevention measures remains a key area of focus for an industry still feeling the effects of the 2020 fraud scandals. Whilst much of the focus is being placed on finding digital solutions the problem, CMA and KYC is also integral, and with ESG at the forefront of every industry decision, this also comes into play. This session will explore: -How is the commodity finance market currently viewed from the perspective of institutional investors? -Has the market recovered from the high-profile issues that dominated headlines? -How can service providers offering CMA/inspection, KYC, and logistics, create more transparency and mitigate risk - How important is ESG for new investors entering the market? How can you build ESG into KYC/CDD? -Can greater tech or networks open up new trade credit lines particularly for the mid-size/SME space?

Tina Mavraki
Managing Director, Ingenios Limited
Mathias Bucher
Founder, MatterSphere
Marcos Camhis
CEO, FOS Asset Management
Moderator
Charles Osborne
Head of Commodities, TXF

Pick up a coffee and get your business cards ready for this extended networking session

- Identifying raw material price risk exposure in main LiB cell technologies - Framing the challenges surrounding nickel and lithium supply

Mark Beveridge
Head of Consultancy, Benchmark Mineral Intelligence

Supply chain disruption was an issue before the Covid 19 pandemic. But as this, and the Russian war on Ukraine has shown, the commodity finance industry is never far from the next big threat to supply. - What solutions are already available to corporates to help secure access to supply? - Are these solutions enough to hedge the mammoth fall out of the Russia/Ukraine conflict? - What will happen to sectors such as grain, gas, and metals if severe supply shortages are ongoing? - What can be done to tackle the issue of lack of shipping containers and high pricing of shipping containers?

Enrique Rico
Global Head of Structured Trade & Trade Funding, Santander
Archie Matheson
Structured Finance & Trader - Africa, Czarnikow
Julio Carrasco
Treasury, Insurance and Financial Risk Director, Alicorp S.A.A.
Moderator
Max Thompson
Deputy Editor, TXF

Head of commodities at TXF, Charles Osborne, brings the event to a close by providing a summary of the key discussion points from across the two days. A post-conference report will be shared with delegates after the conference.

Charles Osborne
Head of Commodities, TXF

Pick up your badge, grab a coffee, and get ready for a day filled with networking and discussion

TXF’s Editor-in-Chief, Jonathan Bell, welcomes guests to the event and provides an overview of what to expect over the following two days

Jonathan Bell
Editor-in-chief, TXF

In this keynote address, Rebecca Harding, CEO of Coriolis Technologies, gives the scoop on three major trends in commodity trade, which will underpin the strategies of every market player going forwards and ultimately impact almost every sector going forward. Trend 1: The long-term consequences of trade being weaponised Trend 2: Threat to security of supply across the agri, energy, and metals sectors Trend 3: The new and evolving focusses on ESG

Rebecca Harding
Independent Economist & CEO, Coriolis Technologies Limited

In this opening keynote panel we invite global commodity trading houses to share their views on the challenges and opportunities facing them in 2022. How are larger traders diversifying their funding options to cope with evolving market conditions? What are the key logistical and supply chain challenges facing traders at the moment and what impact will the Russia/Ukraine conflict have on supply chains in the short, medium and long term?

Michael Wort
Global Head of Commodity Finance, Shell Trading
Oliver Schenkenberg
Global Head of Treasury and Corporate Finance, Gunvor
Nicolas Jobert
Structured Finance – Head of EMENA, Trafigura
Moderator
James Burnett
Head of Structured Trade & Commodity Finance - EMEA, Sumitomo Mitsui Banking Corporation (SMBC)

Pick up a coffee and get networking!

In this keynote financing panel we gather global heads of trade and commodity finance from major commodity finance banks to debate how the commodity ecosystem will evolve over the coming years. - The challenges of adapting to sanctions and how banks can assist their trader and producer clients in also adhering to sanctions. - The impact of current geopolitical turmoil on ESG and the energy transition. There is potential for this to accelerate the journey to net zero, but will industry participants have the liquidity to do so?

Christine McWilliams
Global Head of Commodity and Energy, Treasury and Trade Solutions, Citi
Maarten Koning
Managing Director, Global Head Trade and Commodity Finance, ING Bank
Jean-Marie Le Fouest
Head of ECA, Commodity & Structured Trade Finance EMEA, MUFG
Sandra Primiero
Global Head TF&L Natural Resource Finance, Deutsche Bank
Frank van Oordt
Global Head of Trade Commodity Finance Energy & Metals, Rabobank
Moderator
Dominik Kloiber
Director, TXF

With heavy sanctions in place against Russia, and a serious reputational risk associated with doing business with unsanctioned Russian entities, a huge part of the commodity trade finance world has been cut off. It will also be extremely difficult to do business in Ukraine for the next few years at least. Where will banks be looking to open new credit lines in the wake of this? Do some of the emerging markets, such as Africa, LatAm, and Southeast Asia, have the capacity to bridge the production gap left by Russia and Ukraine at such sudden notice? What impact will this have on already skyrocketing energy and agri prices?

Peter Hopkins
Managing Director, Drum Risk Ltd
Hartwig Schuen
Director, Terra Mater Advisors
Alexander Stoianov
CEO, Positron Energy
Denis Golovenko
CFO , Positron Energy
Moderator
John MacNamara
CEO, Carshalton Commodities

Recent years has seen a general trend towards rising costs for insurance products and falling capacities. In light of this, many traders are reassessing insurance as a cost effective risk management tool, instead seeking alternative options. This session gathers insurance providers and insurance buyers to discuss recent changes in the insurance market and assess whether the product still remains an effective tool. -What changes have insurance buyers seen in recent years in terms of pricing, claims payments and capacity? -Do insurers remain committed to the market? -Is the consensus that the insurance market is there in the good times but gone in the bad times a fair one?

Rakesh Ranchhoddas
Bank Relations & Customer Solutions, Archer Daniels Midland
Aline Duperrex
Senior Underwriter, Credendo
Lui Xun
Head of Transaction Banking Department, Bank of China
Willem Calame
Head of Natural Resources Finance Flow EMEA, Deutsche Bank
Moderator
Ashleigh Cheall
Head of London Broking and Director , Texel

Europe’s energy crisis is placing huge pressures on the energy supply chain. Traders and utilities, faced with unprecedented margin calls, are forced to tap new liquidity sources or risk having to close out trading positions. In this session we gather a panel of commodity traders and utility companies to discuss their approach to managing liquidity during this unprecedented energy crisis. - Are traders and utilities receiving the support they need from existing liquidity providers? - Do banks fully understand the hedging strategies being utilised by traders and utility companies? - Are we starting to see utility companies turn to commodity finance as an additional funding option?

Marc Pfefferli
Group Treasurer, Axpo
Nicolas Marsac
Global Head of Structured and Trade Finance, Trafigura PTE Ltd, Singapore, Branch Office Geneva
Hamdi Arman
Managing Director - Head Energy Desk, Credit Suisse
Moderator
Hesham Zakai
Managing Director, TXF

Grab a coffee and get networking before the final sessions of the day

A robust framework that is broadly agreed, widely adopted, and clearly defined is critical to ensuring progress on sustainability in commodity finance and driving enhanced levels of ESG transparency. Arguably, the standards are there, but they are not well distributed. In this session we gather a panel of sustainability experts at different stages of the process to discuss current sustainability standards and propose potential next steps. - Are too many industry participants holding back from implementing ESG standards until there is a single standardized approach? Is this slowing progress? - What does it take for corporates to make the journey towards implementing ESG frameworks? What are the benefits of acting early? - What can the commodity finance industry learn from other financial markets when it comes to developing sustainability standards?

Elsa Pernot
Global Head of HSEC, Gunvor
Paul Sebastien
Co-Founder, Climate Neutral Commodity
Daniele La Porta
Global Head of Sustainability, Gerald Group
Adam Hearne
CEO & Co-Founder, CarbonChain
Hugo Brodie
VP Sustainability, London Metal Exchange
Moderator
Aife Howse
Commodities content Manager, TXF

Is the writing on the wall for small and mid-sized traders? Struggling for liquidity and facing high commodity prices and debilitating logistical challenges caused by supply squeezes and rampant shipping costs, they are faced with some difficult decisions. This session gathers small and mid-sized trading houses to unpack the challenges facing the SME treasury function.

Natalia Haas
Managing Partner, Mercator Commodities AG
Pierpaolo Di Fabio
CFO, KME Group
Regis Leonhard
Global Head of Treasury and STF, Alvean Sugar SL
Alexander Peters
Group CFO, ArrowResources AG
Simon Huber
Global Head of Commodities Finance, Bluequest Resources AG
Moderator
Jean-Francois Lambert
Founder & Managing Partner, Lambert Commodities

We announce the winners of TXF's Deals of the Year 2021, before inviting you to join us for an industry cocktail reception to celebrate

Charles Osborne
Head of Commodities, TXF
Dominik Kloiber
Director, TXF

Join us for a drink at the hotly anticipated annual TXF industry cocktail reception

THIS WORKSHOP IS EXCLUSIVE FOR IN-PERSON DELEGATES 2021 saw coffee trader Sucafina secure the first ever digital borrowing base facility, a two-year $500 million borrowing which on-boarded trade finance blockchain platform Komgo as digital agent. In this case study session we go behind the scenes of the landmark deal to profile the role of a digital agent and assess the benefits they can play in commodity finance going forward. - What role does the digital agent play and how did the collaboration between Sucafina and the digital agent come about? - What added costs or savings does a digital agent bring? - How will digital transactions evolve going forward?

rooms:

THIS SESSION IS EXCLUSIVE FOR IN-PERSON DELEGATES Weak supply conditions and a post Covid-19 rebound in demand could see Brent Crude reach $100 a barrel by the end of 2022. In this session we discuss the market conditions which are driving oil to record highs and outline the potential ramifications which this could have on the commodity finance market.

rooms:

One week out from TXF Global Commodity Finance 2022, TXF's commodities content manager gets an update from Credendo's Kerlijne Van Steen, underwriting and political risk, on how the insurance market is dealing with the Russia/Ukraine shockwaves.

Kerlijne Van Steen
Head of Single Risk, Credendo
Moderator
Aife Howse
Commodities content Manager, TXF

Launching the virtual events platform, watch TXF's Aife Howse catch up with Melinda Moore, CEO of Clean Mining, as they deep dive into which commodities have been struck with the highest levels of volatility off the back of geopolitical turmoil, if the EV market in danger as base metal price soar, and whether the role of base metals in green infrastructure offsets the various ESG issues associated with its circular supply chain.

Melinda Moore
CEO, Clean Mining
Moderator
Aife Howse
Commodities content Manager, TXF