Day 1

Monday, 28 November 2011

8.55
Chairman’s Opening Remarks
Fred Doll, Managing Director, Doll Shipping Consultancy

9.10
China’s Economic Outlook and Implications of the 12th Five-Year Plan

• Industries for growth and development
• Government incentives
• Implications for trade

9.40
Key Policies and Initiatives to progress the Chinese Shipping Industry

• Policies and future plan in port development
• Future outlook on China’s shipping industry

Luo Ping, Head of Transportation Planning Division, Institute of Comprehensive Transportation, National Development and Reform Commission of China

10.10
Networking Tea break

Status Quo of China’s Foremost Dry Bulk Commodities

Raw Materials Demand Analysis Roundtable

10.40
Will seaborne quantity increase enough to utilize the massive Capesize fleet?

• Would it be helped by iron ore?
• Forecast for metallurgical coal
• Can it be impacted by steam coal?

Daisy Gang, Senior Freight Analyst, BUNGE International Trading (Shanghai) Co Ltd.
Capt. R. Raghunath, Executive Vice President, Noble Chartering Ltd.
Vijay Singh, China Country Head, JSW Ispat Industries Ltd

Facilitator:
Yuichi Uemoto, General Manager of Shipping Project Office, Ferrous Raw Materials Division, Mitsubishi Corporation

11.20
Essential Dry Bulk Commodities for China: Steel, grain and oilseeds

• Self-sufficiency versus trade: Key issues
• Steel: Export and import trends
• Grain and oilseeds: Seaborne trade in the big picture
• Outlook

Fred Doll, Managing Director, Doll Shipping Consultancy

12.30
Networking Lunch Break

Dry Bulk Shipbuilding and Infrastructure in China

2.00
China’s Shipbuilding Industry and Its Impact on Global Dry Bulk Trade

• Order book update at Chinese shipyards
• Challenges of shipbuilding industry
• Impact on domestic and international dry bulk shipping

Liu Wei, Shipping and Shipbuilding Market Analyst, China Shipbuilding Economy Research Center

2.40
China Ship Financing Landscape

• Domestic demand for dry bulk commodities and vessels
• Government regulations on ship financing
• Current available funds
• Foreign and Sino-foreign leasing

Dr. Jonathan Beard, Managing Director, GHK Consulting

3.20
Networking Tea Break

3.50
Expansion Plan: Port Capacity and Future Investment in Major Dry Bulk Ports in China

• Reviewing current and future Chinese bulk handling ports and terminals
• Catering to vessel types, DWT throughput and ports capacity planning
• Congestion management – what can industry expect
• Development time frame, government regulations
• Investment and contracting opportunities

Simon Su, Director and Chief Economist, BMT Asia Pacific Ltd

4.20
Financing and Investing in Chinese Dry Bulk Ports and Terminals

• Current capacity and future expansion plans
• Investment appraisals and major dry bulk terminal locations
• Option to lease
• Alternative sources of funds

Angela Lau, Head of Shipping Finance, Bank of China (Hong Kong) Limited

5.00
End of Conference Day One

 

 

Day 2

Tuesday, 29 November 2011

8.55
Chairman’s Opening Remarks

Fred Doll, Managing Director, Doll Shipping Consultancy

Global Dry Bulk Trade

9.10
International Dry Bulk Drivers

• Commodity markets and trade lanes
• Key indicators for Ship Operators
• Outlook for 2012 and beyond, is there a positive note?
• Challenges and opportunities

9.40
Key Market Characteristics Shaping the Dry Bulk industry

• Economic scenario on dry bulk market
• Vale’s supply chain strategy and market price sentiments
• Likely supply/demand and price scenarios
• Bullish or Bearish, an Analyst’s view

Ian Roper, Commodity Strategist, CLSA
Janet Lewis, Regional Head of Industrials & Shipping Research - Asia, Macquarie Capital Securities Ltd

10.10
Networking Tea break

10.40
Dry bulk Trade beyond China

• Who is buying what?
• Identifying and securing cargo in Dry bulk markets
• Growth markets and regions
• Global seaborne grains trade and updates from the Black Sea Region

Zou Junshan (邹俊善), Deputy Head of Shipping & Logistics China, IMC Pan Asia (China) Management Co., Ltd

11.20
Dry Bulk Shipping Review of India’s Iron Ore and Coal Market

• India’s economic growth
• Iron ore and coal demand
• Projected exports and imports for the Indian market
• Port capacities, constraints, and implications for shipping
• Supermax and handymax: Challenges and opportunities

Capt. Gopal Srinivas, General Manager, Bulk Operations, SAMSARA SHIPPING PVT LTD

12.30
Networking Lunch Break

Freight Rate Outlook & Risk Management

2.00
The Baltic Market Dry Index Forecast

• Price transparency
• Counterparty anonymity
• Increased liquidity
• Flexible ways of working with your broker
• Straight through processing to clearing
• Clearing house choice

Senior Representative, the Baltic Exchange

2.40
Forecasting Trends in Day Rates for Dry Bulk Commodity Shipping

• Changing Economic indicators for freight rates
• Oversupply, and the extent of implications
• Vessel classes of the future
• Predicting charter rates to 2015

Arun Balakrishnan, Sr. Vice President (Global Head: Shipping and Logistics), OLAM International

3.20
Networking Tea Break

3.50
Exchanging Exchanges’ View on Dry Bulk Commodity Index

• BDI and the size specific factors
• Derivatives Vs. physical market challenges
• Vessel supply effects on Index

Kenneth Ng, Vice President Commodities, Singapore Exchange
Zhang Ye, President and Party Committee Secretary, Shanghai Shipping Exchange
Senior Representative, the Baltic Exchange

4.20
Trading Dry Bulk FFAs

• The FFA trade market understood
• OTCs versus Regulated exchanges
• Derivatives Vs. physical market challenges
• Case Study

Kerry Deal, Director, Clarkson SL (Asia) Ltd

4.40
Innovative Bulk Material Handling Equipment

Sanjeev Mathur, Country Manager, Bulk Logistic Landmark

5.00
End of Day Two

 

Post Conference Workshop

Wednesday, 30 November 2011 • 9am to 5pm

Dry Bulk Charterparty Agreements

Pitched at ship owners, charterers, brokers and ship operators, this full day workshop will put the spotlight on charterparty contract negotiation and administration. Key clauses will be focused upon, with extensive use of case studies to exemplify the common problem areas and disputes that occur. In addition, the proposed rule changes for financial accounting of leases will also be discussed.

• Voyage Charters
  - Shipowner and charterer duties
• Time Charters
  - Duration and redelivery
  - Off hire clauses and performance terms
  - Cargo operations
• Select issues in Bills of Lading
• Laytime and Demmurage considerations
• Letters of indemnities
• Dispute resolution
• New accounting rule change proposals

 

About the Workshop Leader:

Gerald Yee
Senior Associate
Email: gerald.yee@incelaw.com

Gerald’s practice straddles both contentious and non-contentious shipping work. His portfolio of contentious shipping
work includes admiralty enforcement, litigation of cargo claims in particular oil and gas disputes for well-known oil majors,
contracts of affreightment, marine insurance, and P&I matters. On the non-contentious front, Gerald has handled ship
finance, ship sales and purchases, registration change of flag matters, advice on charterparties, ship management and
manning agreements. He has handled many cases before the Singapore courts as well as being experienced in handling
arbitration proceedings in London and Singapore. Gerald speaks English, Mandarin, Cantonese and Fujian.