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DAY ONE: Monday 9 July
8.30 Registration
9.00 Chairman's welcome address and
opening remarks
Clemens Huettner, Director, Carbon Investment Advisory,
3C
9.10
KEYNOTE: Official view from the Commission – EU ETS review
Lessons learnt from Phase I
Phase II National Allocation Plans
Proposed expansion for Phase III – more gases, more industry
sectors
Damien Meadows, Deputy Head of Unit, DG Environment,
European Commission
9.45 PANEL SESSION: EU ETS review
– comments from industry, the finance sector and NGOs
Tomas Wyns, EU ETS policy advisor,
Climate Action Network Europe
Stefan Ulreich, Energy Policy, E.ON Energie
Masum Bergmann, Head of EUA desk, Evolution Markets
10.35 Morning break
11.05
Trading outlook for Phase
II
Long/short positions in different industry sectors
Changing mix of market participants
Price expectations for EU Allowances
Impact of auctioning
Expected use of CDM & JI credits
Seb Walhain, Director, Environmental
Products, Fortis Bank
11.40
Trading strategies in the EU ETS
Buying 2008-12 allowances and Kyoto credits
Risk management and hedging products. swaps, options, etc
Playing some spreads: time spreads, CERs vs EUAs, carbon
vs energy commodities
Emmanuel Fages, Commodities Strategist, Société Générale
11.50 Clean Development
Mechanism projects in the Americas
Overcoming the confusion around how the Clean Development
Mechanism is implemented
CDM and offset projects and what they will mean in a linked
market
Buying credits in the CDM market
Corinne Boone, Managing Director,
Global Origination, CantorCO2e
12.15 EU ETS for SMEs
Treatment of small emitters in different member states
Low-cost routes to compliance
Role of aggregation facilities
Lionel Fretz, CEO, Carbon Capital Markets
12.50 Lunch
2.05 PRICES PANEL: Evolution of EUA
prices in Phase I and the current market in Phase II allowances
Louis Redshaw, Head of Environmental Markets, Barclays
Capital
Abyd Karmali, Managing Director, ICF International
Camilla Taylor, Investment Advisor to Trading Emissions,
EEA Fund Management
2.55
CASE STUDY: The low-carbon future for building materials
Impact of EU ETS phases II and III on the building materials
sector
Complex reporting - a CO2 value chain perspective
Impact of global warming on construction and building materials
product strategy - realising benefits
Francois Dauphin, Environmental
Offering Director, LogicaCMG
3.30 Afternoon
break
3.50 Joint Implementation &
Clean Development Mechanism
How project-based credits are influencing prices and trading
activity in the EU ETS
Who's buying, who's selling
Price differentials between HFC and non-HFC credits
Trends and outlook for technology types and host countries
Lisa Ashford, Principal Commercialisation Manager,
EcoSecurities
4.25 EU ETS in Eastern Europe
How new member states are engaging with the EU ETS
Corporate strategies within Eastern Europe
Expected supply of allowances from central and Eastern Europe
Gergely Szabó, Head of Trading,
Vertis Environmental Finance
5.00 Chairman's closing remarks
5.10 Networking drinks reception
DAY TWO: Tuesday 10 July
8.40 Registration
9.10 Chairman's welcome address and
opening remarks
9.20
Carbon market jobs – where are people coming from?
What skills/experience are needed?
How does supply compare with demand?
What should I pay or be paid?
Christopher Lascelles, Senior Consultant, Ruston WHEB
Search & Selection
9.45 PANEL SESSION: Phase III
- prospects for expansion of EU ETS – more gases, more
sectors, auctioning vs grandfathering
David Hone, Group Climate Change Advisor, Shell International
Michael Wriglesworth, Senior Advisor, Climate Change,
Centre for European Policy Studies
Dian Phylipsen, Ecofys
Franzjosef Schafhausen, Deputy Director General, Environment
& Energy, German Ministry of Environment, Nature
Conservation and Nuclear Safety
10.35 Morning break
11.05 CASE STUDY: Power sector
perspective
Managing a portfolio of EU Allowances to ensure compliance
Risk management and hedging strategies
Changes in approach for Phase II
Sue Wheeler, Head of New Energy, Centrica
11.40 Impact and response of the
coal sector
Outlook for carbon capture and storage (CCS)
How CCS could help companies in the EU ETS
Update on current CCS projects
Towards a zero-emission coal-fired power plant
John Kessels, Senior Analyst, IEA Clean Coal Centre
12.15 Carbon costs and shareholder
value
Wide-ranging impact of carbon costs – from raw materials
to finished products
Assessing value-at-risk as a result of emission caps
Impact of the scheme on investment decisions
Maximising opportunities to enhance shareholder value
David Sanders, Partner, Cairneagle Associates
12.50 Lunch
2.05 PANEL SESSION: Routes to compliance
– carbon funds, in-house buying facilities, third-party
aggregators
David Corregidor, Deputy Director of Environment,
Endesa
Bernhard Zander, First Vice President, KfW Carbon
Fund
Peter Koster, Chief Executive, ECX
2.55 Legal issues in Phase II
Impact of legal and regulatory structure on Phase II pricing
Phase II and Phase III - one market or two?
Outstanding questions over Transaction Logs (ITL and CITL)
Have standard contracts achieved true harmonisation and
should traders care about basis risk?
Banking of EU allowances
Linking of EU ETS to external markets
Constraints on trading secondary CERs
Is it really possible to securitise EUAs and CERs?
Anthony Hobley, Partner and head of climate change,
Norton Rose
3.30 Afternoon break
4.00
Bringing aviation into the
EU ETS
What is the likely timetable?
How the airlines are preparing for this
Design options for ETS aviation
How KLM plans to reduce emissions, now and in the future
Likely impact on EU Allowance prices
Udeke N.J. Huiskamp, Director
sustainability, KLM
4.35 EU ETS as the heart of a
global trading system
Analysis of non-EU trading programmes
Comparison of schemes in US, Norway, Switzerland and Australia
Challenges and opportunities in linking with EU ETS
Michela Beltracchi, European Policy Co-Ordinator, IETA
5.10 Chairman’s closing remarks
5.20 Close of conference
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