- Back to all Speakers
- Janet Nodar
This exclusive, shipper-only discussion facilitated by JOC Senior Editor Janet Nodar will bring together breakbulk and project cargo shippers in an off-the-record meeting to exchange ideas and potential solutions to the numerous challenges confronting stakeholders in the North American supply chain while learning what they expect to learn from the conference sessions and panelists over the coming two days. BY INVITATION ONLY FOR SHIPPERS
As the world reels from a cascade of economic disruptions, what are the implications for already-overextended supply chains, global sourcing, and potential product scarcities? Could the US be looking at prolonged inflation or even recession? What should we expect from China, both during this fraught period and further out? Will China continue to be the engine that powers global growth, or are there signs of economic slowing beyond restrictions associated with COVID-19? When consumer demand rebounded sharply in 2021 after early-COVID economic contraction, it took economists — and everyone else — by surprise, triggering high transportation costs, shipping congestion, and spillover pressure that won't be dissipating any time soon. Thanks to this demand rebound, global trade grew 12.6 percent in 2021 and —before the Russian invasion of Ukraine — was expected to grow another 4.3 percent this year. Given all that's happened, what are the most likely scenarios for global trade's "next normal?” Pat Newport, who tracks global trade and manages long-term economic forecasts for S&P Global’s macroeconomic service, will tackle this question in an opening presentation, followed by a conversation with Janet Nodar, the JOC’s senior editor for the project breakbulk cargo.
Congestion, high rates, supply chain bottlenecks, and unprecedented demand for multipurpose tonnage from containerized shippers are taking a heavy toll on the project and breakbulk shippers. These shippers move containers only in relatively small volumes and have long been able to rely on a ready supply of breakbulk tonnage to move their cargo. The disrupted container market is pushing atypical cargo to breakbulk ships, driving up rates, and making it nearly impossible for project shippers to find container slots within reasonable time frames at reasonable or even reliable prices. While we don't know what the scenario will be by late April, the turmoil is unlikely to be over at the time Breakbulk22 takes place. This briefing from JOC Executive Editor Mark Szakonyi will provide much-needed context for the project and breakbulk shippers and logistics service providers navigating key pain points in a disrupted market.
Capacity rules the roost in 2022. Unprecedented congestion in the container market continues to distort breakbulk logistics even as the energy sector shows signs of recovery amid rising oil prices. As tonnage remains tight and rates climb, project and breakbulk shippers are struggling to find multipurpose capacity at reasonable costs, service is suffering, and securing reliable container transport, once almost an afterthought, can be an exercise in frustration. As capex spending recovers from the COVID slowdown, how will logistics executives navigate a market that has changed so profoundly from the pre-pandemic landscape? From forwarding bookings to finding skilled employees, all previous assumptions are on the table. This roundtable discussion will tackle the top-of-mind issues for project shippers and their service providers in this capacity-is-king environment.
As the energy transition gains traction, project owners and EPCs face increasing pressure to forecast, disclose, and reduce their greenhouse gas emissions, both direct and indirect, throughout the project logistics supply chain. Avoiding engagement will increasingly restrict business opportunities, while verifiable, accurate carbon emissions information will be required by a multitude of stakeholders, including shareholders, investors, and national and international regulatory agencies. How should shippers and their logistics service providers capture and incorporate reliable, verifiable carbon emissions data, management, and control into their procurement and supply chain planning and investments? In this roundtable discussion, a global project cargo shipper and project logistics service providers will discuss the decision-making and commitment needed to meet increasingly complex carbon-footprint management requirements.
ISPM-15 regulations intended to prevent the importation of dangerous pests in dunnage and wood packaging material have had serious repercussions for the project and breakbulk industry. Infestations of the most dangerous pests can lead to re-exportation of full or part charters, an astronomically expensive and schedule-wrecking remedy. Although no shippers or carriers want to import pests that threaten US woodlands and forests, industry attempts to control or prevent the problem by working with the sources of wood packaging material and dunnage have been frustrating. In this executive briefing, Diana Davila, project director and Houston branch manager for UTC Overseas and a founding member of the Houston-based WPM-Dunnage Coalition, and Kellie Irias, commercial director for KOGA Shipping, will discuss progress made in managing ISPM-15 infestations and the practical realities of mitigating infested cargoes for affected clients.
While the breakbulk shipping sector expects to see little disruption resulting directly from Russia’s attack on Ukraine, sector analysts see war-related uncertainty and hesitation affecting what had been a quite optimistic market view. Inflation, a new round of COVID-19 lockdowns in China, and potential shortages of food and other goods also are undermining confidence, while a changing oil and gas landscape could create new opportunities. In this roundtable discussion, three industry analysts will dig into the wait-and-see wariness and its effect on decision-making in the multipurpose/heavy-lift carrier market.
Are onshore and offshore wind supply chain logistics distinct disciplines apart from ocean transport, or are there synergies and overlaps that could be better understood and exploited? In the US, a nascent offshore wind energy buildout is drawing attention and investment, thanks largely to the Biden administration's commitment to installing 30 gigawatts of wind power by 2030. As of now, however, only 42 megawatts have been installed in US waters. Onshore wind, a far more mature industry, reached 134 gigawatts installed as of the end 2021, with 12.7 gigawatts added in 2021 alone. Offshore wind has the potential to sop up onshore wind's previous port, terminal, and barge capacity, even as cutting-edge blade technology could simplify onshore logistics within a few years. To some, a real-world ability to meet the 2030 offshore goal is tenuous at best, while both sides are frustrated by a lack of direction from regulators. This session will analyze the outlook, pain points, and opportunities for synergy — or not — within what one executive refers to as offshore and onshore’s "symbiotic" relationship.