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Pre-Recorded Content

CONTENT AVAILABLE TO ALL DELEGATES

PRE-RECORDED PRESENTATIONS & PANEL DISCUSSIONS

 

 

Presentation
Latin America Stats & Facts – Analysis of the 2020 Harvest and Its Impact on the Exports

  • The winners and losers from the 2020 harvest
  • How do Argentina, Brazil, Uruguay and Paraguay fare in the 2020 trading window?
  • Exports forecasts

Jose Clavijo, Lead Analyst Agriculture, Refinitiv

 

Presentation
Comparing Crises: 2020 COVID-19 vs 2007/2008 Credit Crunch

  • Macroeconomics analyses
  • COVID-19 channels of transmission to the agriculture and food markets
  • Differences and similarities with the credit crunch in 2007-2008

Josef Schmidhuber, Deputy Director Trade and Markets Division, UN Food and Agriculture Organisation

 

Presentation
Protein Gap Outlook in G&Os post COVID-19: Widening or Narrowing?

  • Dotted trend lines from demographics and consumption behaviours
  • New paradigms post COVID-19
  • Plant-based protein factor into the new equations

JY Chow, Senior VP Food & Beverage and Agri Sector Coverage Lead, Mizuho Bank

 

Panel Discussion
Exports Prospects and Potential New Markets for Latin American Traders

  • The structure of the Latin American grain growers’ industry: origination challenges, risks and premiums
  • Infrastructure and export markets
  • Prevailing trade lanes for the 2020 trading season

Moderator: Daniel Redo, Director Agriculture Research, Refinitiv

Fred Humberg, CEO, AgriBrasil

Lennart Andersen, Broker, Arcevil

Rodrigo Gomes de Oliveira, Director - Head of Strategy, AgroFinanceira

Thiago Milani, Head of Soybean, Gavilon

 

Panel Discussion
Latin American Imports - the View from Singapore

  • Singapore role for the regional grain trade
  • Overview and Outlook of Eastern Asian grain consumption
  • Update on the China-US trade agreement and its impact on trade flow

Moderator: Tim Worledge, Managing Editor, AgriCensus

Sebastian Sterzer, Commercial Manager, Greneles Sudamericanos

Kunal Kundaje, Head of Globla Wheat & Asia Corn Trading, Olam International

Juan Ignacio Brom, Grain Trader, COFCO