Why Visit?

This keynote sets the global context for our industry, examining how geopolitics, conflict, sanctions and policy fragmentation are reshaping global trade. It focuses on why predictability has eroded and what this means for long-term economic and supply-chain decision-making, providing the strategic backdrop for the discussions that follow.

Building on the global context, this panel takes a strategic look at how project cargo stakeholders are responding in practice to the reshaping of global trade routes. Exploring emerging trade corridors, insurance implications, corridor competition, and strategies to embed resilience into long-term routing and project planning.

A review of current fleet data, demand indicators and trade-lane developments in project cargo and multipurpose shipping. This briefing highlights areas of uncertainty and divergence across trades, offering a data-driven foundation to inform discussion on capacity, pricing and fleet strategy.

A balanced debate on supply and demand across all breakbulk and project cargo carriers. Covering the realities of fleet renewal, demand outlook, and capacity shifts – particularly the potential for container overcapacity – we’ll also examine how the expected Suez reopening could rapidly reset capacity, pricing and competition across the market.

A forward-looking view of global project demand, pricing and capacity across oil & gas, offshore wind, nuclear, CCS, data centers and BYOP logistics – plus where growth will come from geographically over the next cycle.

Across the industry there is broad agreement that decarbonisation remains essential, yet delayed IMO decisions and unclear rules are complicating investment choices. This session examines the real commercial impact of ETS and FuelEU Maritime, how shippers assess “green versus dirty” pricing, and offers a reality check on the consequences of the industry’s current “wait and see” approach.

A scenario-based session examining how geopolitical escalation translates into real supply chain disruption – from security risks and access constraints at global chokepoints to sanctions expansion and political fragmentation. Combining expert geopolitical insight with industry response, the discussion explores how carriers, EPCs and insurers prepare for shocks, and what military mobilization could mean for commercial capacity.

Explores how planned and sustained military logistics demands are reshaping commercial project cargo. Covers dual-use infrastructure, priority access to assets, defence-driven port upgrades, and whether the industry is truly prepared for long-term capacity competition between military and civilian projects.