October 10 - 12, 2017
Shenzhen, China

Wednesday, October 11, 2017

 

 
7:30 AM — 6:30 PM
 

REGISTRATION

Location: Hotel Lobby

 

 
– SPONSORED BY –

sponsor


 
7:30 — 8:30 AM
 

WELCOME COFFEE & TEA

Location: Espana Ballroom Foyer

 

 
 

 
8:30 — 9:00 AM
 

WELCOME REMARKS

Location: Espana Ballroom I

 

 
Stuart Strachan
Senior Vice President,
Maritime & Trade,
IHS Markit

 

Greg Knowler
Europe Senior Editor,
Maritime & Trade, IHS Markit

 

Chris Brooks
Executive Editor,
The Journal of Commerce and JOC Events,
Maritime & Trade, IHS Markit

 

— GUEST SPEAKER —
Liu Qingsheng
Member of the Standing Committee,
CPC Shenzhen Committee

 
9:00 — 9:45 AM
 

KEYNOTE ADDRESS

Location: Espana Ballroom I

Global demand for container shipping services continues to strengthen, providing a long overdue and much-needed fillip to an industry long challenged by low rates and wafer-thin margins. The improved business environment is helping to mask some of the core challenges operators face, including the chronic problem of overcapacity, and emerging issues such as how to deal with new environmental requirements around ballast water treatment and reduction of CO2 emissions. The extra costs related to the latter are a particular concern. With the 2020 deadline looming, time is rapidly running out for owners and operators to choose their preferred strategy to reduce carbon output. Are vessels to be retrofitted with scrubbers? Are LNG engines to be used? Will operators take their chances in the market and rely on low-sulfur fuels despite the uncertainties over future supply and price levels. Which solution or which combination of solutions will enable operators to meet the requirement in the most cost-effective manner? In his TPM Asia keynote address, C.K. Yoo, president of South Korean-flag carrier Hyundai Merchant Marine will provide his thoughts on the implications of this important challenge and the way forward not just for owners and operators but also for the full maritime transportation value chain.

 
— INTRODUCED BY —
Turloch Mooney
Senior Editor, Global Ports,
Maritime & Trade, IHS Markit

 

— KEYNOTE SPEAKER —
C.K. Yoo
President & CEO,
Hyundai Merchant Marine

 


 
9:45 — 10:15 AM
 

CHINA'S SLOWDOWN:
WHAT DOES IT REALLY MEAN?

Location: Espana Ballroom I

After a strong performance in the first half of the year, China is well-positioned to meet its GDP growth projection of 6.5 percent for 2017. Although signs of a cooling economy started to emerge in the third quarter, container volume through the country’s main ports maintained its robust growth, and China continued to lead gains in containerized volumes on major trade lanes, including the transpacific. Although that growth is a welcome development for the industry, there is no guarantee it will continue as the Chinese economy undergoes what until now has been an orderly restructuring and slowdown. The underlying trend is that all of the country’s major industrial sectors are slowing while services expand to take up a larger portion of GDP. With industry accounting for more than 80 percent of the country’s trade, its slower growth path means by definition a weaker long-term outlook for China-related trade. In this speech, Yating Xu, IHS Markit’s Beijing-based China economist, will look at what is really going on in this transforming economy to support a better understanding of what China’s slowdown really means.

 
– SPONSORED BY –

sponsor

 

— INTRODUCED BY —
Ms. Carman Leung
General Manager,
Commercial Department, Hutchison Ports,
Yantian

 

— SESSION CHAIR —
Turloch Mooney
Senior Editor, Global Ports,
Maritime & Trade, IHS Markit

 

— SPEAKERS —
Yating Xu
China Economist,
IHS Markit

 
10:15 — 10:45 AM
 

NETWORKING COFFEE BREAK

Location: Espana Ballroom Foyer

 

   

 
10:45 AM — 12:00 PM
 

ASIA SHIPPING OUTLOOK:
WHEN WILL THE MARKET TURN (AGAIN)?

Location: Espana Ballroom I

Container shipping in 2017 is enjoying something of a renaissance after several years of bleak earnings. Asia-Europe container volumes grew 3.9 percent in the first half of 2017, to 7.9 million TEU, but the volumes were accompanied by significantly higher spot market and contract rates, pushing up profitability for carriers on the trade. It’s a recovery carriers have been waiting for since 2011 and they are bullish in their predictions, as are analysts such as Drewry, which estimates an industrywide profit in 2017 of $5 billion. But this optimism is set to bump into an unsettling reality, with a huge amount of megaship capacity — 78 ships capable of carrying more than 14,000 TEU each — to be delivered between now and the end of 2019. In the fourth quarter of this year alone, data from shipping analyst SeaIntel show an Asia-Europe capacity expansion of 12 percent that not even a highly optimistic scenario of 8 percent growth in demand will absorb. So where does that leave the container shipping business in the year ahead? A panel of experts will examine the growth of the major economies, including a deep dive into China’s economic and trade data, and the container volume this is expected to generate on the east-west and regional trades. In addition, for the first time at TPM Asia, a top executive from the Shanghai Containerized Freight Index will identify trends in weekly spot rate movements and give shippers an idea of what to expect in 2018.

 

 
– SPONSORED BY –

sponsor

 

— INTRODUCED BY —
Tony Zhao
Account Manager,
Commercial Division,
SCT

 

— SESSION CHAIR —
Peter Tirschwell
Senior Director, Content, Maritime & Trade,
IHS Markit

 

— PANELISTS —
Parash Jain
Head of Transport Research,
Asia-Pacific,
HSBC

 

Zhang Ye
President,
Shanghai Shipping Exchange

 

Yating Xu
China Economist,
IHS Markit

 
12:00 — 1:00 PM
 

NETWORKING LUNCH

Location: Espana Ballroom II & Barcelona

 

 
– SPONSORED BY –

sponsor 


 
1:00 — 2:00 PM
 

ALLIANCES SCORECARD:
ARE BCOS BETTER OFF OR WORSE?

Location: Espana Ballroom I

When TPM Asia opens, we’ll be six months into the container shipping alliance structure. The new alliances — the Ocean, THE and the pre-existing 2M (plus Hyundai Merchant Marine) — got off to a rocky start in April, contributing to chronic congestion in Shanghai. Beyond that, shippers have been forced to adapt to the changing networks and capacity deployment, cuts in direct port calls, changing cargo flows, and fewer alternatives. Now that shippers and carriers have gotten through their first peak shipping season under the new structure, this session will evaluate how the new system is working for shippers, carriers, and forwarders, while examining the following questions: Are BCOs getting the services they expect at the right price? Is container shipping better off with the new alliances, and are terminals able to cope with the bigger ships and greater volumes being channeled into fewer hubs?

 

 
– SPONSORED BY –

sponsor

 

— INTRODUCED BY —
Erik Hansen
Vice President,
Sales & Marketing, Intermodal,
Kansas City Southern

 

— SESSION CHAIR & PRESENTER —
Alan Murphy
CEO and Partner,
SeaIntel Maritime Intelligence
 
— PANELISTS —
Paolo Montrone
Senior VP Seafreight,
Global Head of Trade,
Kuehne + Nagel Inc.

 

John McCauley
Senior VP ,
Vice President,
Transportation and Logistics,
Cargill

 

Joerg Hoppe
Director, Head of Ocean Freight,
North and Central China,
DB Schenker

 

Nissim Yochai
Vice President,
Trans-Pacific Trade,
Zim Integrated Shipping Services

 
2:00 — 3:00 PM
 

PORT PRODUCTIVITY IN THE MEGA-SHIP ERA

Location: Espana Ballroom I

It is well and truly the era of the mega-ship — and not the “paltry” 10,000- or 13,000-TEU variety. Of the nearly 1.7 million TEU of capacity to be delivered by the end of 2017, 55 percent, or 920,000 TEU, will be distributed on 54 vessels of 14,000 to 21,000 TEU. Maersk Line has been taking delivery of its 11-vessel order of 20,600-TEU second-generation Triple-Es. MOL took delivery of the 20,000- TEU MOL Triumph in March, and five more of the vessels will be phased into the Asia-Europe routes. Hong Kong’s OOCL also has received its first 21,100-TEU ship with another five vessels to follow. These giant vessels will operate on the Asia-Europe trade within the new alliances, cascading capacity downstream while making fewer direct port calls and driving up transshipment volume that hub ports will struggle to handle. Oman’s Port of Salalah, for example, put 10 cranes on a big Maersk Line ship. That might look good, but is it feasible, and can the quayside operations handle the volume that comes with that kind of crane setup? This session will analyze the latest generation of vessels entering the Asia-Europe trade and its impact on ports, terminals, landside transportation, and, most importantly, beneficial cargo owners. It will include a presentation of exclusive IHS Markit data measuring the latest trends in berth productivity.

 

 
– SPONSORED BY –

sponsor

 

— INTRODUCED BY —
Craig Halford
Global Sales Director,
XVELA

 

— SESSION CHAIR —
Turloch Mooney
Senior Editor, Global Ports,
Maritime & Trade, IHS Markit

 

— PANELISTS —
Frank Jensen
Chief Commercial Officer,
Modern Terminals Ltd.

 

Gerry Yim
CEO,
HPH Trust

 

Dr. Jonathan Beard
Executive Director and Head of Transportation
and Logistics, Asia,
Arcadis

 

Eddie Zhang
General Manager,
Commercial Division,
China Merchants Western Shenzhen Terminals

 
3:00 — 3:30 PM
 

NETWORKING BREAK

Location: Espana Ballroom Foyer

 

 
– SPONSORED BY –

sponsor

 


 
3:30 — 4:15 PM
 

BLOCKCHAIN FOR SHIPPING: FROM CONCEPT TO REALITY?

Location: Espana Ballroom I

Blockchain technology got its start enabling bitcoin transactions but is rapidly gaining interest in dozens of industries as a secure and cost-effective means to facilitate transactions. Blockchain aims to share a digital ledger across a network of computers without need for a central authority such as a bank. Today, more than 40 large financial institutions and a growing number of companies across several industries, including goods movement, are experimenting with blockchain technology, according to The Wall Street Journal. One of them, a startup called 300Cubits, aims to create a crypto-currency called TEU that initially will be used as tokens for the shipment booking process. Ultimately, the company says TEU tokens could provide better predictability or a hedging tool to tackle the volatility of industry cycles. In this thought-provoking Q&A-style session, former Maersk Line technology developer, Jefferies maritime analyst, and now 300Cubits co-founder Johnson Leung will discuss the future of blockchain technology in the container shipping industry, and why a true revolution may be closer than we think..

 

 
— SESSION CHAIR —
Peter Tirschwell
Senior Director, Content,
Maritime & Trade, IHS Markit

 

— FEATURED SPEAKER —
Johnson Leung
Co-Founder,
300Cubits

 
4:15 — 5:15 PM
 

CHINA-EUROPE RAIL — AND BEYOND

Location: Espana Ballroom I

There is a trade off between price and speed to market, and increasingly speed is winning. This is the driving force behind a growing interest in the China-Europe rail option. It unlocks the western regions of China and provides electronics and even higher fashion shippers a new route to the markets of Europe. The rail route between China and Europe, and the backhaul leg, has moved from an exotic alternative to air and ocean to a viable and regularly requested transport solution. Forwarders are steadily connecting new services to the rail network out of China and building road routes linking countries across Southeast Asia and South Asia. But the landbridge rail route is believed to be heavily subsidized by Beijing, so what happens to rates when those subsidies end? Is the China-Europe rail even viable without heavy subsidies, and will the capacity be able to meet the growing demand?

 

 
– SPONSORED BY –

sponsor

 

— INTRODUCED BY —
Jessica Qi
General Manager,
Customer Experience,
DaChan Bay

 

— SESSION CHAIR —
Greg Knowler
Europe Senior Editor,
Maritime & Trade, IHS Markit

 

— PANELISTS —
Hicham Belmaachi
Chief Operating Officer,
DP World at SEZ Khorgos East Gate

 

Dr. Timothy Cheng
Head of South District,
DHL Global Forwarding China

 

Edvins Berzins
Chairman and President​,
Latvian Railway

 
5:15 — 6:45 PM
 

NETWORKING RECEPTION

Location: La Parrila, Level G

 

 
– SPONSORED BY –

sponsor

 

 STATEMENT OF JOC CONFERENCE EDITORIAL POLICY:All JOC conference programs are developed independently by the JOC editorial team based on input from a wide variety of industry experts and the editors' own industry knowledge, contacts and experience. The editorial team determines session topics and extends all speaker invitations based entirely on the goal of providing highly relevant content for conference attendees. Certain sponsors may give welcoming remarks or introduce certain sessions, but if a sponsor appears as a bona-fide speaker it will be because of an editorial invitation, not as a benefit of sponsorship. Sponsorship benefits do not include speaking on a program.