Plenary
Welcome to TXF Geneva 2023: Commodity Finance and Natural Resources! Our annual Geneva commodities week gathering is here, and before we begin a day of discussion on the industry's top trends, from a sector-by-sector run down, to the growing importance of ECAs in the commodity finance world, we will kick off with some welcome remarks and housekeeping points.
To kick off a day of innovative discussions, the opening keynote conversation will feature a presentation from WTO’s Marc Auboin on the highly pressing topic of deglobalisation. He will then be joined on stage by industry experts Kona Haque for an exchange on how these changes are surfacing in the commodities industry.
This session gathers the biggest lenders and borrowers in commodities finance, as they ask each other their burning questions. The panel will round off with a family fortunes style gameshow finisher – during which the banks and corporates will form two teams and compete for victory!
· Are lender and borrower expectations meeting in terms of appetite, pricing, and approach towards sustainability?
· How are corporates continuing to diversify in terms of liquidity sources, and what role are banks playing in this diversification?
· What are the biggest opportunities for banks and corporates going forward?
With trader and producer SMEs often left without affordable or attainable bank or alternative lender liquidity, the relationships between corporates is even more crucial at a time when the industry is making constant changes towards a greener future. This panel will look at how medium to large corporates are working with smaller producers to bridge the financing gap, and navigate the energy transition.
· Is this support going beyond financing, and towards logistics and hedging support?
· Can the trading arm of corporates be instrumental to expand the pool of lenders for independent producers, especially in view of the lowering appetite from traditional lenders?
· How are corporates pushing the energy transition by investing in new technologies and providing funding for low carbon and renewables production?
Breaking out from the main room for a more candid and intimate discussion, this roundtable discussion will examine the evolution of carbon credit trading, and what's next for a new and complex sector.
Sustainability-linked debt and digital debt instruments have become embedded in commodity finance, but to what extent is this borrowing instrument serving its purpose, and how can it be strengthened?
· How have the bank’s criteria evolved to become more ambitious and sophisticated?
· Are banks embracing automation/digitalisation in sustainability-linked loans?
· Is the industry any closer to standardization?
The first breakout session of TXF Geneva 2023 will be a roundtable discussion on how we can encourage more diversity, equity and inclusion within the industry, alongside networking. All are welcome!
This case-study session looks into leveraging supply chain management solutions of global freight forwarding company Fr. Meyer’s Sohn with Enigio's trace:original software for efficient and reliable logistics processes.
Lithium and nickel—two commodities that underpin the lithium-ion battery (LiB) demand growth story—demonstrated significant price volatility over the past year. Benchmark Mineral Intelligence’s Mark Beveridge will address:
· What are the causes of this volatility in the lithium and nickel markets?
· How are these two metals markets are being reshaped by the rapid increase in demand for EVs and renewables?
· How — against the backdrop of increasingly interventionist policy in other regions — is the EU LiB sector is positioned to source these metals in the future?
This session will comprise providers and both bank and corporate customers of CPRI, to discuss what’s really going on in the market, and how CPRI is currently performing and evolving to meet changing needs.
· How is the CPRI market evolving in terms of supply and demand, deal types, sectors, and risk appetite?
· What role can CPRI play in supporting the more complex deals? How do insurers underwrite such deals?
· How is the CPRI market supporting ESG initiatives?
With governments set on net zero by 2050, the metals used to manufacture the respective green infrastructure is the sectors to watch. But the space has been hit with a number of fraud cases over the past year, which is impacting bank capacity.
· Could we see a big increase in structured commodity finance in the metals sector?
· How is due diligence, checks, and collateral management improving?
· Manufacturers have started to take an increasingly hands-on role in providing pre-payments, what does this mean for the industry?
In this session, we hear from the commodity traders which have closed ECA-backed deals on why the export finance market is becoming increasingly appealing as a borrowing tool, and the ECAs outline their requirements from traders.
· How is this crossover gaining importance and momentum amid the energy transition?
· What can commodity traders do to attract ECA financing?
· Is this a debt model that’s here to stay?
Some brief closing remarks will round off a dynamic day of content, before guests head to the cocktail reception for some more networking over drinks.
TXF Geneva 2023: Commodity finance and natural resources will kick off the night before the conference with an extended cocktail drinks reception. Guests will be welcomed by a series of keynote speeches delivered by industry VIPs, followed by a fun evening of drinks and networking! - A welcome from Simone Goligorsky, Partner, Reed Smith - The latest in maritime from Yasmina Rauber, Secretary General, Zug Commodity Association - The outlook for critical battery minerals, Alexander Peters, Board Member, Commodity Club Switzerland
TXF Geneva 2023: Commodity finance and natural resources will kick off the night before the conference with an extended cocktail drinks reception. Guests will be welcomed by a series of keynote speeches delivered by industry VIPs, followed by a fun evening of drinks and networking! - A welcome from Simone Goligorsky, Partner, Reed Smith - The latest in maritime from Yasmina Rauber, Secretary General, Zug Commodity Association - The outlook for critical battery minerals, Alexander Peters, Board Member, Commodity Club Switzerland
Welcome to TXF Geneva 2023: Commodity Finance and Natural Resources! Our annual Geneva commodities week gathering is here, and before we begin a day of discussion on the industry's top trends, from a sector-by-sector run down, to the growing importance of ECAs in the commodity finance world, we will kick off with some welcome remarks and housekeeping points.
To kick off a day of innovative discussions, the opening keynote conversation will feature a presentation from WTO’s Marc Auboin on the highly pressing topic of deglobalisation. He will then be joined on stage by industry experts Kona Haque for an exchange on how these changes are surfacing in the commodities industry.
This session gathers the biggest lenders and borrowers in commodities finance, as they ask each other their burning questions. The panel will round off with a family fortunes style gameshow finisher – during which the banks and corporates will form two teams and compete for victory!
· Are lender and borrower expectations meeting in terms of appetite, pricing, and approach towards sustainability?
· How are corporates continuing to diversify in terms of liquidity sources, and what role are banks playing in this diversification?
· What are the biggest opportunities for banks and corporates going forward?
With trader and producer SMEs often left without affordable or attainable bank or alternative lender liquidity, the relationships between corporates is even more crucial at a time when the industry is making constant changes towards a greener future. This panel will look at how medium to large corporates are working with smaller producers to bridge the financing gap, and navigate the energy transition.
· Is this support going beyond financing, and towards logistics and hedging support?
· Can the trading arm of corporates be instrumental to expand the pool of lenders for independent producers, especially in view of the lowering appetite from traditional lenders?
· How are corporates pushing the energy transition by investing in new technologies and providing funding for low carbon and renewables production?
Breaking out from the main room for a more candid and intimate discussion, this roundtable discussion will examine the evolution of carbon credit trading, and what's next for a new and complex sector.
Sustainability-linked debt and digital debt instruments have become embedded in commodity finance, but to what extent is this borrowing instrument serving its purpose, and how can it be strengthened?
· How have the bank’s criteria evolved to become more ambitious and sophisticated?
· Are banks embracing automation/digitalisation in sustainability-linked loans?
· Is the industry any closer to standardization?
The first breakout session of TXF Geneva 2023 will be a roundtable discussion on how we can encourage more diversity, equity and inclusion within the industry, alongside networking. All are welcome!
This case-study session looks into leveraging supply chain management solutions of global freight forwarding company Fr. Meyer’s Sohn with Enigio's trace:original software for efficient and reliable logistics processes.
Lithium and nickel—two commodities that underpin the lithium-ion battery (LiB) demand growth story—demonstrated significant price volatility over the past year. Benchmark Mineral Intelligence’s Mark Beveridge will address:
· What are the causes of this volatility in the lithium and nickel markets?
· How are these two metals markets are being reshaped by the rapid increase in demand for EVs and renewables?
· How — against the backdrop of increasingly interventionist policy in other regions — is the EU LiB sector is positioned to source these metals in the future?
This session will comprise providers and both bank and corporate customers of CPRI, to discuss what’s really going on in the market, and how CPRI is currently performing and evolving to meet changing needs.
· How is the CPRI market evolving in terms of supply and demand, deal types, sectors, and risk appetite?
· What role can CPRI play in supporting the more complex deals? How do insurers underwrite such deals?
· How is the CPRI market supporting ESG initiatives?
With governments set on net zero by 2050, the metals used to manufacture the respective green infrastructure is the sectors to watch. But the space has been hit with a number of fraud cases over the past year, which is impacting bank capacity.
· Could we see a big increase in structured commodity finance in the metals sector?
· How is due diligence, checks, and collateral management improving?
· Manufacturers have started to take an increasingly hands-on role in providing pre-payments, what does this mean for the industry?
In this session, we hear from the commodity traders which have closed ECA-backed deals on why the export finance market is becoming increasingly appealing as a borrowing tool, and the ECAs outline their requirements from traders.
· How is this crossover gaining importance and momentum amid the energy transition?
· What can commodity traders do to attract ECA financing?
· Is this a debt model that’s here to stay?
Some brief closing remarks will round off a dynamic day of content, before guests head to the cocktail reception for some more networking over drinks.