A rules-driven structural reconfiguration is reshaping global shipping, influenced by port fees, the EU ETS and FuelEU Maritime regime, shifting timelines under the IMO net-zero framework, and rising port charges and data-compliance requirements. This keynote will explore how to navigate policy volatility through strategic discipline, pacing execution, and a long-term perspective to stay ahead.

Shifting trade policies, more regional supply chains, and geopolitical uncertainty, including the possibility of a reopening of the Suez Canal, are reshaping container networks and service reliability. This panel will discuss alliance and service-pattern adjustments, the feeder-capacity boom and cascading effects, fleet renewal and newbuilding strategy under fuel-transition and shipyard-capacity constraints, and how emerging hubs and port bottlenecks across Southeast Asia, India, and the Middle East are redefining network equilibrium.

14:40–15:25 Panel Discussion 2: Dry Bulk: What’s Next for Simandou 

Simandou’s ramp-up and shifting iron ore and bauxite flows are set to reshape long-haul dry bulk demand and Capesize/Newcastlemax earnings. This panel will discuss tonne-mile and rate sensitivity drivers, ageing-fleet decisions under efficiency and compliance constraints, and how port and logistics bottlenecks in key loading regions affect market balance.

Propulsion efficiency is a practical lever for near-term fuel and emissions reduction. This keynote will highlight how propulsion upgrades translate into measurable performance gains, what drives results in real operations, and how to assess savings with clear verification and realistic ROI/payback expectations for fleet deployment.

Wind-assisted technologies and other retrofit measures are emerging as credible, near-term options to cut fuel consumption and emissions while improving compliance outcomes. This keynote will highlight key performance drivers, practical evaluation methods, and scalable retrofit pathways.

15:45–16:00 Tea Break

Geopolitics is reshaping tanker trade flows and market balance. This panel will examine how sanctions-driven rerouting and enforcement changes are altering tonne-mile demand and vessel utilization across VLCC, Suezmax, and Aframax; how security and transit risks influence routing choices, insurance, and chartering terms; and how shifting supply corridors and compliance constraints are feeding into freight volatility and risk premiums.

Shipping investment is being reshaped by tighter compliance, shifting capital supply, and late-cycle volatility. This panel will discuss how investors are structuring financing to preserve flexibility and exits, how owners and operators are repricing risk across the capital stack, and how covenants, collateral, refinancing, and recovery frameworks are evolving under a more uncertain market environment.

*Please note that the schedule, timings and speakers may be subject to change.