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Customer LoginsTuesday,07 June 2022
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2:30 PM
SESSION 1: Macro View-Interconnected Spaces
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2:30 PM
Opening Chapter - What's Happening Now
Welcome & Moderator Remarks: 8:30am - 8:40am (CST)/ 2:30pm - 2:40pm (BST)
Moderator:
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2:40 PM
Macro View
Session Timings: 8:40am - 9:05am (CST)/ 2:40pm - 3:05pm (BST)
- Russia-Ukraine consequences
- GDP, interest rates, FX
- Q & A
Speaker:
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3:05 PM
War and oil: Escalation and division
Session Timings: 9:05am - 9:30am (CST) / 3:05pm - 3:30pm (BST)
- Crude oil
- Natural gas
- Q & A
Speaker:
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3:30 PM
Freight Sector Focus
Session Timings: 9:30am - 9:55am (CST) / 3:30pm - 3:55pm (BST)
- Dry bulk / Containers - supply chain issues
- Q & A
Speaker:
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3:55 PM
Mobility Sector Focus
Session Timings: 9:55am - 10:20am (CST) / 3:55pm - 4:20pm (BST)
- EVs outlook, impact on mobility and on liquid fuels demand
- Q & A
Speaker:
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4:20 PM
Closing Remarks
Session Timings: 10:20am - 10:30am (CST) / 4:20pm - 4:30pm (BST)
Moderator:
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2:30 PM
Opening Chapter - What's Happening Now
Wednesday,08 June 2022
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2:30 PM
SESSION 2: Vulnerable Supply Chain
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2:30 PM
Welcome and Moderator Remarks
Welcome & Moderator Remarks 8:30am - 8:40am (CST)/ 2:30pm - 2:40pm (BST)
Moderator:
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2:40 PM
Food and agriculture: an increasingly global landscape
Session Timings: 8:40am - 9:05am (CST)/ 2:40pm - 3:05pm (BST)
- Long term outlook - how the world is changing and impacting the supply chain
- Price volatility
- Trade matrix - how this radically changed overnight and how do we track that
- Crop forecasts - how does the acreage shifts
Speaker:
- Lee Bridgett
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3:05 PM
Key vulnerabilities in the crop protection market – global trade and regulation
Session Timings: 9:05am - 9:30am (CST)/ 3:05pm - 3:30pm (BST)
Speakers:
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3:30 PM
Fertilizers - The impact of a politically sensitive supply base
Session Timings: 9:30am - 9:55am (CST)/ 3:30pm - 3:55pm (BST)
Speakers:
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3:55 PM
Limitations to Crop Production
Session Timings: 9:55am - 10:20am (CST)/ 3:55pm - 4:20pm (BST)
- Palm oil production
- The impact of fertilizer prices on Brazil expanding area
- North America and EU limitations on more arable land to farm
Speakers:
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4:20 PM
Current challenges for sugar and coffee
Session Timings: 10:20am - 10:45am (CST)/ 4:20pm - 4:45pm (BST)
- Effects on production and trade
- Price outlook
- Q&A
Speakers:
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4:45 PM
Closing Remarks
Session Timings: 10:45am - 11:00am (CST) / 4:45pm - 5:00pm (BST)
- Closing remarks and Q&A
Moderator:
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2:30 PM
Welcome and Moderator Remarks
Thursday,09 June 2022
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2:30 PM
SESSION 3: Under-investment and industry structure
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2:30 PM
Welcome and Moderator Remarks
Welcome & Moderator Remarks 8:30am - 8:40am (CST)/ 2:30pm - 2:40pm (BST)
Moderator:
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2:40 PM
Price as a Signal for More Investment
Session Timings: 8:40am - 9:10am (CST) / 2:40pm - 3:10pm (BST)
- Review of supply chain session with respect to price
- What does the current price environment need for decarbonization?
- Business models that create value in the current environment
- Q&A
Speaker:
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3:10 PM
Fertilizer Capacity
Session Timings: 9:10am - 9:40am (CST) / 3:10pm - 3:40pm (BST)
- Sustainability / green ammonia
- Q&A
Speakers:
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3:40 PM
Investment Imbalance: Oilseed Crushing vs Biofuels Production
Session Timings: 9:40am - 10:10am (CST) / 3:40pm - 4:10pm (BST)
- Investments taking place with the renewable diesel
- Oilseeds capacity or biofuels
- Q&A
Speakers:
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4:10 PM
Infrastructure challenges and barriers to growth within the livestock/protein industry
Session Timings: 10:10am - 10:30am (CST) / 4:10pm - 4:30pm (BST)
- Structural problems and barriers to growth
- Q&A
Speakers:
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4:30 PM
Crop Protection and Seed
Session Timings: 10:30am - 10:55am (CST) / 4:30pm - 4:55pm (BST)
- Industry landscape: the "Big-6"
- R&D investment efforts in silos
- Trends unlocking future investments
Speakers:
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4:55 PM
Closing Remarks
Session Timings: 10:55am - 11:00am (CST) / 4:55pm - 5:00pm (BST)
- Closing remarks and Q&A
Moderator:
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2:30 PM
Welcome and Moderator Remarks
Friday,10 June 2022
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2:00 PM
SESSION 4: Sustainability in Agribusiness
Join us at 2:00 PM BST / 8:00 am CDT for a 30-minute special opening discussion with Carlos Pascual, Senior Vice President, Global Energy, S&P Global on Russia-Ukraine War: Impact, Direction and Geo-Political Implication
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2:30 PM
Case Study: How Renovabio is shaping the sugarcane and bioenergy industries in Brazil?
Welcome & Case Study: 8:30am - 8:40am (CST)/ 2:30pm - 2:40pm (BST)
Moderator:
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2:40 PM
Biofuels
Session Timings: 8:40am - 9:05am (CST)/ 2:40pm - 3:05pm (BST)
- 1G feedstock situation
- Feedstock constraints
- 2/3 G feedstocks
- Sustainable Aviation Fuel outlook
- US renewable fuels policy post-2022
- Q&A
Speakers:
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3:05 PM
Fertilizers - Ammonia value chain in transition
Session Timings: 9:05am - 9:30am (CST)/ 3:05pm - 3:30pm (BST)
- Green ammonia
- Q&A
Speakers:
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3:30 PM
Crop Science Evolution
Session Timings: 9:30am - 10:00am (CST)/ 3:30pm - 4:00pm (BST)
- Crop Protection and sustainable chemistry
- Sustainability index (across the research and discovery process)
- Digital Agriculture
- Gene editing technology
- Q&A
Speakers:
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4:00 PM
Policy Dynamics
Session Timings: 10:00am - 10:25am (CST)/ 4:00pm - 4:25pm (BST)
- Food Security and European Policy: Status of the EU Green Deal
- Q&A
Speakers:
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4:25 PM
Closing Remarks
Session Timings: 10:25am - 10:30am (CST) / 4:25pm - 4:30pm (BST)
- Closing remarks and Q&A
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2:30 PM
Case Study: How Renovabio is shaping the sugarcane and bioenergy industries in Brazil?