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Agenda Overview

Day 1: Tuesday, June 26, 2018

8:00AM Registration desk opens

Session I: Macro Economics: global trends and their likely affects on the grain trade

9:00AM Global Macro Economics – recovering financial markets and geo political fluctuations
  • Politics and the growing move towards protectionism – is free trade under threat?
  • Financial markets transition and recovery – how are economies recovering? Is further volatility in the markets likely?
  • Oil price – slowly rebounding: did we find the price bottom in 2017? Will we see a reduction of oil inventories over the next 12 months?
  • FX and currency fluctuations – when will weakened currencies in Russia, Ukraine and South America recover? What is the outlook for the USD and interest rates?
  • China – slowing growth and losing its appetite for riskier investments? How long will the Chinese government defend the RMB whilst spending their foreign currency reserve?
  • Commodity super cycles – are price improvements in other dry bulk, such as iron ore, commodities the result of cyclical upswing or stronger market fundamentals?
Gaurav Jain, Research Associate, Phoenix Global DMCC
9:30AM Global Grain Market Fundamentals and Trading Environment
  • Supply, demand and price – what can cause market convergence?
  • Grain demand trends in food, feed and biofuels
  • What are driving the markets in the agri-trade landscape?
  • How are geopolitics affecting the trade flows of grains and oilseeds?
Alain Butler, Senior Advisor Soft Commodities, BNP Paribas (Suisse) SA
10:00AM Networking Refreshment Break
10:45AM Sanctions and the Grain Trade – Russia and Iran update
  • How are sanctions affecting the grain trade flow?
  • What has the Russian response to sanctions been? To what extent have industries adapted to look domestically first? Has any tariffs or sanctions been set on goods imported into Russia in retaliation?
  • How are sanctions in Iran changing? What affects are they having on the importing, exporting, storing and financing of grain trade?
  • How will Iran’s lowering of sanctions affect the grain market?
11:15AM Senior Traders Panel – surviving low margin conditions
  • Geo politics and grain trade – which regions are high risk for disruption? What could it mean for the trade flow of grains?
  • Protectionist policies and the threat to free trade agreements – how could new political policies and potential tariffs affect the grain trade?
  • Supply – which regions are offering the most interest to traders? Where is supply growth likely to come from in the 12 months?
  • How is demand evolving in the MENA region? Which grains are growing in prominence?
  • What trading strategies and approaches can help traders survive in these small margin conditions?
Rachid Abbou, Chief Commercial Officer, Bunge Egypt
Seyed Moineddin Ahmadi, Trader, Al Ghurair Resources LLC
James Wild, Managing Director, Wild Agri
12:15PM Networking Lunch

Session II: Demand drivers and MENA region import dynamics

1:45PM MENA Millers Panel – import controls and procurement strategies
  • What import controls affect MENA grain import? What quality requirements are there?
  • How are consumption patterns evolving in the MENA region?
  • What procurement strategies and patterns can help millers gain value from the current grain market?
  • Blending and achieving best price – how is quality weighed up against cost in grain procurement?
Mandeep Singh Bindra, Head-procurement (grains), IFFCO
Ahmad Hijazi, General Manager -Animal Feed & Oats Cereals, Al Ghurair Foods
2:30PM Egypt – import giant and food security
  • Egyptian demand for grain – how much is required? By which industries?
  • Import requirements – what are the quality requirements for wheat imports and how are origin destinations evaluated?
  • What government policies surrounding grain and agriculture is affecting the Egyptian market?
  • How are food security policies being balanced against drives to maintain competitive positions in the market?
  • How do private mills interact with centralised procurement strategies?
Mohamed Khalil, Chairman & CEO, Bunge Egypt & President of the Egyptian Association for Grain Suppliers
3:00PM Saudi Arabia – demand evolution and miller privatisation
  • How will structural changes and privatisation in the milling industry affected food security and grain procurement in the Kingdom?
  • What role will SAGO play in the newly privatised milling industry?
  • Import and procurement policies and strategies in the leading GCC importer
  • Leading barley imports – how is best value found in barley imports? How is animal feed dynamics affecting demand?
  • How will demand for grains develop in Saudi Arabia? How can suppliers better cater to them?
Aamir Ghafoor Khilji, Import Manager, Saad Sulayman Al-Shuwaier Company
3:30PM Networking Refreshment Break
4:00PM Iran – re-entering the global market
  • Iranian demand for grains, domestic production and required imports figures
  • How are sanctions still affecting Iran’s participation in the global market?
  • Government policies towards food security – wheat import limits and storage/shipping restrictions
  • Growing self sufficiency in wheat – could Iran potentially be a net exporter?
  • What role could Iran play in regional and global grain trading?
Kaveh Zargaran, Chairman of Agriculture Commission, Tehran Chamber of Commerce

Session III: Global demand and import hotspots

4:30PM Sub Saharan Africa – huge demand and production potential
  • Forecasting grain demand growth – market fundamentals and potential requirements over the next decade
  • Wheats growing role as an African food staple – how will SSA’s grain requirements evolve?
  • Which regions are dominating supply into SSA? Which suppliers are best placed to cater to growing demand in the region?
  • West Africa’s role as a re-exporter of grains esp. wheat to landlocked neighbours – what logistical and infrastructure improvements are required to support this hub and spoke model of grain import?
  • What structural changes are required to increase crop yields and grain self sufficiency across the different regions of Africa?
  • Which other countries could follow Zambia into self sufficiency and potential surplus of wheat?
Olumide Famakinwa, CEO, Firstling Ltd
5:30PM India – improving yield and productivity
  • How much grain is being imported?
  • Indian grain stocks at a 10 year low–are we likely to see restocking this year?
  • When could India become self-sufficient or even a net exporter of wheat?
  • What policies/infrastructure improvements could help increase yields and productivity in the agricultural and dairy industries? What would it mean for grain demand?
  • How can traders find value in Indian grain trade?
Sumit Gupta, Business Manager, Gargaon, India, McDonald Pelz
6:00PM Networking Reception and End of Day 1

Day 2: Wednesday, June 27, 2018

8:00AM Registration Desk Opens

Session IV: Grain Supply: regional export competition, increasing yields, and productivity in a low price environment

9:00AM The Black Sea – market view
Thomas Deevy, Commodity Risk Manager, Cerealcom Dolj
9:30AM Black Sea Grain Panel – bumper harvest, increasing yields, export growth, and infrastructure challenges
  • Steep yield increases – will this continue? Is it good for the markets?
  • Infrastructure and logistics – constraints of road, rail and port bottlenecks and required improvements
  • How will domestic storage capacity shortages effect the export balance?
  • Where are we likely to see consolidation in the black sea market?
  • What volumes were exported to the MENA region last year? How will volumes increase in the future?
  • To what extent are FX fluctuations defining farmers sell patterns rather than harvest?
Peter Heston, COO and Trade, Black Sea Commodities
Oleg Kryukovskiy, Head of Trading, GTCS Trading DMCC
10:15AM Russia Wheat Outlook – bumper harvests and exports
  • Russian grain production – figures and forecasts
  • How can huge increases in yields and exports be supported – infrastructure and logistic improvements required
  • Domestic storage shortages – Are new storage silos planned?
  • How are currency weaknesses affecting Russian grain exports?
  • What role does government support play in the farming and supply of wheat?
  • Russian grain quality – is there any potential for quality improvements to help Russian exporters crack stricter markets such as Saudi Arabia and Algeria?
Andrey Sizov Jr., Managing Director, SovEcon
10:45AM Networking Refreshment Break
11:15AM The Growing Role of South American Importers into the MENA Region
  • Price and quality competitiveness of South American grain exports – which grains are South American producers winning market share in?
  • Logistical lead times and costs supplying the MENA region
  • How are infrastructure and export policy improvements aiding South American exporters?
  • How are economic fluctuations in Argentina and Brazil affecting grain production and export? To what extent are currency depreciations increasing the cost of farming?
Eduardo Calacha Gibernau, CEO, The Grain Leader
11:45AM U.S. Corn Quality and DDGS Exports in the MENA Region
  • How does U.S. corn quality lend itself to export?
  • DDGS – MENA region growth potential
Alvaro Cordero, Manager of Global Trade, U.S. Grains Council
12:15PM Weather Update – how are macro weather patterns developing in grain producing regions?
  • Weather forecast in the main growing regions
  • What will it mean for productions and yield?
David Potere, Co-founder & Ceo, TellusLabs

Session V: Logistics, storage and inspection

12:45PM The Role of the Suez Canal in Supporting the Grain Tradelikely to increase?
  • Linking the East and West trade routes
  • New Suez Canal – update
  • How are new tolls encouraging the grain trade?
  • What is the latest on developments in Somalia and the Gulf of Aden piracy incidents?
Ahmed Elshazly, Senior Economic Researcher and Maritime Analyst, Suez Canal Authority
1:15PM Networking Lunch and Close of Conference

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