Agenda

JUNE 8

Wednesday
08 June 2022
Houston, Texas
time-shape-top

Markets in Focus:
Agricultural Commodities

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
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
howard walper
Howard Walper
CEO Americas,
Commodities People
craig pirrong
Dr. Craig Pirrong
Professor of Finance, Bauer College of Business,
University of Houston
Impact of extreme volatility on large trading companies
10:15
howard walper
Howard Walper
CEO Americas,
Commodities People
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
11:15
Panel Discussion
mac marshall
Mac Marshall
Moderator
VP Market Intelligence
United Soybean Board
KW headshot
Katie Whalen
Sr. Manager Global Commodity Research & North American Chocolate, Mars Inc.
Impact of climate change on ags markets

-An objective look at the past – weather shocks and market reactions
-What lies ahead – IPCC climate trends and potential market risks
-Considerations for managing future price risk in a changing climate

11:45
Presentation
mac marshall
Mac Marshall
Moderator
VP Market Intelligence
United Soybean Board
alexis maxwell
Alexis Maxwell
Research Director, Green Markets, Bloomberg
Fertilizer Tied To Energy Shift as Supply Shocks Mount

- Fertilizers too big to ignore amid Ukraine crisis
- Record prices - how can farmers adjust?
- Energy crunch to dictate nitrogen supply availability

12:15
Exhibition Area
Lunch
time-shape-bottom