presents

Steel, Metals and Mining Week

2021 Q1

Sponsors & Supporters

ICDA
Belgravia Hartford
Tubular Steel Inc.
Azincourt Energy

Agenda

Day 1 - Mon, Mar 22Steel / Raw Materials

7:00 AM -
 8:30 AM

Overview of Steel & Raw Materials Market

  • When will the steel industry completely recover from the catastrophic effects of COVID-19?
  • How will international trade be affected as the new administration takes over in the U.S.?
  • What challenges and opportunities awaits the global steel industry in Q2 2021?
  • What hedging strategies can be implemented by steelmakers to reduce the risks of volatile price trends?
  • Supply chain analysis for Q1 2021

8:30 AM -
 10:00 AM

Trade Finance

  • What are the various options available to steel manufacturers and base metal producers in terms of trade finance?
  • Who are some of the current major providers of trade finance in the steel industry?
  • Analysis of European and North American trade finance market
  • Lower interest rates vs trade finance opportunities
  • How will the trade finance landscape be different in Q2 as compared to Q1?
  • Will the steel industry be backed by Exim banks in 2021?

Featured Speakers Include

Cesar Canali
Cesar Canali
Chief Executive Officer
Argentem Trade Services
10:00 AM -
 11:30 AM

UK & Europe

  • What are some of the key developments concerning steel consumption in Europe?
  • Which region in Europe has been most affected by COVID-19 in the first quarter?
  • Europe's automotive demand: How is this impacting flat steel producers?
  • Brexit trade deal: What are the impacts to the steel industry?
  • Scrap market overview
  • M&A market: European perspective for Q2 2021

Featured Speakers Include

Marco Micciché
Marco Micciché
Chief Executive Officer
Eusider Trading
11:30 AM -
 1:00 PM

America

  • What should you expect in 2021 as Biden's administration takes over ?
  • Will improved environmental literacy lead to a more sustainable mining future? 
  • Examining automotive demand and its impact on flat steel products
  • U.S. scrap market outlook for Q2 2021

Featured Speakers Include

Samir N. Kapadia
Samir N. Kapadia
Principal and Chief Operating Officer
The Vogel Group
Venkat Saranadhi
Venkat Saranadhi
Executive Vice President - Strategy, Mill & Marine Services
QSL America
1:30 PM -
 3:00 PM

Mexico

  • Early this year, Mexico’s scrap prices were soaring due to renewed buying interest. What can we expect from scrap prices? Will an upward trend continue?
  • The automobile industry in Mexico was significantly impacted by the COVID-19 crisis. When can we expect a recovery?
  • USMCA: What are some of the key challenges and impacts?

Featured Speakers Include

Denis Gomes
Denis Gomes
Director – Supply Chain & Metallics
Gerdau Corsa
Enrique Gasca Neri
Enrique Gasca Neri
Managing Director
XSTEEL USA
3:00 PM -
 4:30 PM

South America

  • How have high raw material costs and sustained higher steel prices impacted Brazilian flat steel producers?
  • Is growing Chinese investment in Latin American countries an issue of concern?
  • What are some of the emerging mining projects in Chile?
  • Outlook for Brazil's iron ore exports for Q2 2021

Featured Speakers Include

Adalberto Parreira
Adalberto Parreira
Executive Director
CBMM
Antonio Carlos Rosset Filho
Antonio Carlos Rosset Filho
Commercial Director Latin America
Leeco Trading
Sergio Perez Jimenez
Sergio Perez Jimenez
Chief Marketing Officer
ArcelorMittal

Day 2 - Tue, Mar 23Steel / Raw Materials

7:00 AM -
 8:30 AM

India

  • How have the changes in mining legislation in the iron ore sector affected domestic and export supply?
  • Influence of automobile sales in 2021 on steel consumption
  • Will the Indian Steel industry join the hydrogen revolution?
  • Impact of disparity in raw material prices on steel prices
  • How can the industry tackle oversupply issues?

Featured Speakers Include

Alok Sahay
Alok Sahay
Former Executive Director
Steel Authority of India Limited
Dilip Oommen
Dilip Oommen
Chief Executive Officer
ArcelorMittal Nippon Steel India
Dr. Bhaskar Chatterjee
Dr. Bhaskar Chatterjee
Secretary General & Executive Head
Indian Steel Association
V R Sharma
V R Sharma
Managing Director
Jindal Steel & Power Ltd
8:30 AM -
 10:00 AM

Middle East and North Africa

  • Insights on the Billet and flat steel markets in the GCC region
  • Examining the challenges to steel trade in the region
  • Iran's negotiations: How will Biden's reign affect the steel and raw materials industry?
  • Analyzing the impact of oil prices on the North African steel industry
  • How will Algeria's local taxation changes for billet, rebar and scrap affect the steel and raw materials industry?
  • Is Libya stable enough to conduct business ?

Featured Speakers Include

Abu Bucker Husain
Abu Bucker Husain
Chief Executive Officer
Al Ghurair Iron & Steel LLC
Mohammed Salem Al Afari
Mohammed Salem Al Afari
Senior Vice President - Marketing
Emirates Steel
10:00 AM -
 11:30 AM

CIS

  • Trade flows: Relationship between China and CIS
  • What are some of the logistical problems and solutions surrounding iron ore?  
  • Russia: What are the impacts of increased duties on ferrous scrap exports?
  • How is digitalization and AI transforming Russia's steel industry?
  • How are domestic flat steel prices performing?
  • Market outlook for finished steel exports

Featured Speakers Include

Alexander Sidorin
Alexander Sidorin
Ex-Chief Procurement Officer
United Metallurgical Company
Maxim Semenovykh
Maxim Semenovykh
Head of Corporate Strategy
Severstal
Victor Kovshevny
Victor Kovshevny
Director
Ruslom
11:30 AM -
 1:00 PM

Turkey

  • Influence of safeguard duties imposed by EU on trade.
  • Will the UK-Turkey trade agreement remove the imbalances in steel trade between the two countries?
  • What are some of the initiatives taken to boost steel consumption?
  • Examining COVID-19 vaccine's impact on Turkish steel scrap market
  • Turkish Flat steel market outlook

Featured Speakers Include

Dr. Veysel Yayan
Dr. Veysel Yayan
Murat Cebecioglu
Murat Cebecioglu
Chairman of IREPAS
Export Manager, İÇDAŞ
Uğur Dalbeler
Uğur Dalbeler
Chief Executive Officer
Çolakoğlu Metalurji A.Ş.
1:30 PM -
 3:00 PM

Independent Market Review

  • Understanding global trade flows
  • Spot price assessments
  • Current promising investment opportunities

Featured Speakers Include

Hiroyuki Kurosawa
Hiroyuki Kurosawa
Chief Investigator - Global Marketing
Japan Metal Daily
Michelle Manook
Michelle Manook
Chief Executive Officer
World Coal Association

Day 3 - Wed, Mar 24Steel / Raw Materials

7:00 AM -
 8:30 AM

Iron Ore

  • Earlier this year, Iron ore prices climbed to more than $US165. What can we expect from iron ore prices in the upcoming months?
  • Impacts of ESG on the iron ore mining sector.
  • Insight into iron ore pellet premiums
  • Updates on emerging iron ore projects and developments
  • Insights on capacity expansions of leading iron ore suppliers

Featured Speakers Include

Cheong Jin Yu
Cheong Jin Yu
Director
SGX
Clyde Russell
Clyde Russell
Asia Commodities & Energy Columnist
Thomson Reuters
Hongmei Li
Hongmei Li
Head of Editorial
Mysteel Global
Nick Ristic
Nick Ristic
Lead Dry Cargo Analyst
Braemar ACM Shipbroking
8:30 AM -
 10:00 AM

Ferroalloys

  • What are the impacts to ferroalloy prices due to the ongoing pandemic?
  • How is the consumption for ferroalloys changing with the market conditions for steel products?
  • What is the expected growth rate of the market in the upcoming months?
  • Pricing forecasts for ferro-chrome and silicon-manganese

Featured Speakers Include

Kevin Fowkes
Kevin Fowkes
Managing Consultant
AlloyConsult
M C Thomas
M C Thomas
Managing Director
Tata Steel Mining Limited
Patrick Ryan
Patrick Ryan
Senior Partner
Mining For Facts, llc
Victor Constant
Victor Constant
Senior Market Research Analyst
ICDA
10:00 AM -
 11:30 AM

Steel Making Technologies

  • Many companies are investing in low-carbon steel making projects. What are some of the technological advancements supporting this cause?
  • What breakthrough technologies will transform the global steel industry?
  • What technological upgrades can be introduced to ensure higher production and higher quality?
  • How can steelmakers embrace the power of AI and other digital technologies to maintain their competitive edge?

Featured Speakers Include

Antonello Mordeglia
Antonello Mordeglia
Bernhard Steenken
Bernhard Steenken
Chief Executive Officer
SMS digital GmbH
Falk-Florian Henrich
Falk-Florian Henrich
Thomas Narholz
Thomas Narholz
11:30 AM -
 1:00 PM

Scrap and Billets

  • Examining export prices in Southeast Asia: Will they continue to rise?
  • How high will billet prices rise in Q2 2021?
  • What do scrap prices look like in Vietnam?
  • What are the long-term effects of covid-19?
  • Insights on billet and slab price ratio

1:30 PM -
 2:30 PM

DRI/Pellets

  • How will hydrogen based projects affect the cost of DRI?
  • Latest technologies for efficient production of direct reduced iron
  • Pent-up Covid-19 demand
  • Will Iranian DRI advance to international markets in 2021?
  • What are the industry trends?
  • Outlook for HBI supply chain for Q2 2021

Featured Speakers Include

Ashton Hertrich Giraldo
Ashton Hertrich Giraldo
John W Harris
John W Harris
Chief Executive Officer
Aaristic Services Inc.
V. Shiva Kumar
V. Shiva Kumar
DRI & Steel Plant Director
IDOM
2:30 PM -
 3:30 PM

Steel Tubes and Pipes

  • What are some of the key factors driving the OCTG market?
  • What are the challenges to the ERW tubes and pipes market?
  • Precision tubes market size and outlook in 2021
  • Analyzing the international tubes and pipes' supply chain for Q1 2021

Featured Speakers Include

Dr. Gunther Voswinckel
Dr. Gunther Voswinckel
CEO and Shareholder, VOSCO M.C. GmbH & President, ITA
VOSCO M.C. GmbH
Mihir Desai
Mihir Desai
Director – Supply Chain Management
Welspun Tubular
Nicholas McDonald
Nicholas McDonald
Head of Sales, USMCA, Tubular Steel Inc. & President, Toronto Steel Buyers & Associates
Tubular Steel Inc.
3:30 PM -
 4:30 PM

Stainless Steel

  • What were the effects of the pandemic on the global stainless steel nickel alloy market?
  • How has the increase of 3D printing effected the global spherical stainless steel powder market?
  • Supply perspective: Stainless steel long products vs stainless steel flat products in North America
  • Will 316L stainless steel be exceptionally demanded in Europe during Q2?
  • Market segmentation: By type, application, end-user and region

Featured Speakers Include

L. William Zahner
L. William Zahner
CEO/President
A. Zahner Company
Vinayak Singal
Vinayak Singal
Global Head (Stainless Steel)
EU-Metal BV

Day 4 - Thurs, Mar 25Non-Ferrous and Base Metals

7:00 AM -
 8:30 AM

An overview of the Base Metals & Battery Materials Market

  • How are the prices of base metals going to be affected in 2021?
  • How has COVID-19 changed the process or quality of base metal extraction?
  • Which base metal outperformed in Q1 and what were the contributing factors?
  • How was the base metals market affected in 2020 and how does this impact 2021?
  • Copper claimed the spotlight early this year. Will we see an upward trend in Q2?

Featured Speakers Include

Bernd Sischka
Bernd Sischka
Head of Buy-Side Sales
LME
Dr. Alexander Holland
Dr. Alexander Holland
Senior Technology Analyst
IDTechEx
Dr Heinz-Jürgen Büchner
Dr Heinz-Jürgen Büchner
Managing Director Industrials / Automotive
IKB Deutsche Industriebank AG
Maria Krasnikova
Maria Krasnikova
Chief Industry Risk Officer - Metals & Mining
Sberbank
8:30 AM -
 9:30 AM

Aluminum

  • Has the value of Aluminum changed in Q1?
  • How has the demand for Aluminum been affected by Covid-19?
  • Analyzing Chinese bauxite demand for Q1. What can we anticipate for Q2?
  • Will we see an increase in the usage of Aluminum in the automobile and aerospace sector?

Featured Speakers Include

Antti Koulumies
Antti Koulumies
VP, Aluminium
Metso Outotec
Jean Simard
Jean Simard
President & Chief Executive Officer
Aluminium Association of Canada
Robin Bhar
Robin Bhar
MMSteelClub Research Team
MMSteelClub
9:30 AM -
 10:30 AM

Copper

  • The Global Copper Alloy Market research report predicts the global copper alloy market to reach a new level of growth by 2026, can you speak on this? Is this true?
  • What are some of the expansion and development projects underway in Chile? What is the expected production growth?
  • An overview of copper markets in China and U.S.
  • Forecast of the global copper cathode market

Featured Speakers Include

Krisztina Kalman-Schueler
Krisztina Kalman-Schueler
Managing Partner
DMM Advisory Group
Maria Krasnikova
Maria Krasnikova
Chief Industry Risk Officer - Metals & Mining
Sberbank
Rakesh Mishra
Rakesh Mishra
Chief Marketing Officer - Copper Business
Sterlite Copper - Vedanta Limited
Ryan Cochrane
Ryan Cochrane
Head Of Research
Open Mineral
10:30 AM -
 11:30 AM

Nickel

  • Elon Musk’s offered to provide a big contract to nickel miners, do you think this trend will catch on amongst other companies?
  • Will there be a demand for energy metals in the upcoming year or so? How will this affect the nickel market?
  • Is it a good time to invest in nickel?
  • How are current price trends going to impact those in the nickel value chain?
  • Indonesia and Philippines: Analyzing the key nickel producing regions
  • How promising is Russia's nickel production?

Featured Speakers Include

Alina Racu
Alina Racu
Bernard Dahdah
Bernard Dahdah
Senior Commodities Analyst
Natixis
Michael Lockwood
Michael Lockwood
11:30 AM -
 12:30 PM

Zinc

  • What will be the main driving factor for zinc in 2021?
  • Will aluminum or zinc be consumed more in the steel industry?
  • What significant changes have we seen in leading markets like Peru and China due to the pandemic?
  • With zinc serum being a factor in reducing Covid-19 symptoms, has the demand for zinc gone up?

Featured Speakers Include

Andrew Green
Andrew Green
Apramey Saxena
Apramey Saxena
Key Accounts Head (West)
Hindustan Zinc
2:00 PM -
 3:00 PM

Lithium

  • With Australian lithium mining taking a hit in 2020, what are current initiatives being taken concerning mining?
  • European Union (EU) plans to rely on indigenous electric vehicle (EV) batteries. How will this affect the Lithium Market?
  • What are the emerging opportunities for Argentina and Zimbabwe in the second quarter?
  • What were the major factors driving lithium prices during the pandemic?

Featured Speakers Include

Chris Berry
Chris Berry
Founder and President
House Mountain Partners
Emily Hersh
Emily Hersh
Managing Partner
DCDB Group
Rodney Hooper
Rodney Hooper
Partner
RK Equity
3:00 PM -
 4:00 PM

Cobalt

  • Battery grade cobalt sulphate market supply/demand specifically in NA and Europe
  • Recycling policy/requirements and the potential to recycle black mass
  • The emerging cobalt challenge: Can we treat cobalt as a conflict mineral?
  • North America’s EV government adoption and support
  • Sustainable sourcing

Featured Speakers Include

Emily Hersh
Emily Hersh
Managing Partner
DCDB Group
Tony Southgate
Tony Southgate
Cobalt Trader
Stratton Metal
Trent Mell
Trent Mell
President & CEO
First Cobalt

Day 5 - Fri, Mar 26Mining and Precious Metals

7:30 AM -
 9:00 AM

Overview – Precious Metals and Mining

  • Is it better to invest in silver or gold?
  • How has the distribution of vaccines changed the precious metals landscape?
  • COVID-19's impact on mining
  • Sustainability and sourcing challenges in the supply chain
  • Impact of the U.S. dollar on precious metals

Featured Speakers Include

Chris Marcus
Chris Marcus
Founder and CEO
Arcadia Economics
Lynette Zang
Lynette Zang
Chief Market Analyst
ITM Trading
Spencer Campbell
Spencer Campbell
9:30 AM -
 11:00 AM

Investment

  • What are the best investment opportunities right now?
  • Do you have advice for anyone looking to buy precious metals stocks?
  • What is the worst metal you can invest in the year 2021?
  • Insights on investing in junior mining stocks
  • Junior miners vs major miners

Featured Speakers Include

Alain Corbani
Alain Corbani
Head of Mining Portfolio Manager
Finance SA
Christian Aramayo
Christian Aramayo
Humphrey Oriakhi
Humphrey Oriakhi
Managing Director/ CEO
PAC CAPITAL LIMITED
11:00 AM -
 12:00 PM

Platinum and Palladium

  • How has industrial demand picked up in 2021?
  • How does a positive outlook for gold prices affect platinum?
  • Why is palladium more precious than platinum currently?
  • Is there a supply shortage of palladium due to Chinese and European emission standards?
  • EU responsible sourcing policy handling
  • An overview of demand and supply for Q1

Featured Speakers Include

Carsten Fritsch
Carsten Fritsch
Sr. Commodity Analyst
Commerzbank AG
Wilma Swarts
Wilma Swarts
Director of PGMs
Metals Focus
Zinaida Nazarenko
Zinaida Nazarenko
12:30 PM -
 2:00 PM

Gold and Silver

  • The U.S. had seen an increase in gold coin sales during 2020, has this incline continued in 2021?
  • How have Indian gold prices been affected by the pandemic?
  • What are the current challenges for sustainable sourcing?
  • Will global silver demand rise from automotive and solar sectors for 2021?
  • What is the current gold-silver ratio telling us? 
  • A Silver Squeeze and the SLV
  • Will gold or bitcoin​ stand out in 2021?

Featured Speakers Include

Bernard Dahdah
Bernard Dahdah
Senior Commodities Analyst
Natixis
Christian Aramayo
Christian Aramayo
Diora Esterlina
Diora Esterlina
Chief Executive Officer
Gold and Silver Assets
Lobo Tiggre
Lobo Tiggre
Chief Executive Officer
Louis James LLC
Michael DiRienzo
Michael DiRienzo
Executive Director
The Silver Institute
2:00 PM -
 3:30 PM

Canadian Mining

  • Has the pandemic affected Canadian mining? If so, in what ways?
  • What are the biggest opportunities for the Canadian mining industry right now?
  • Is Canadian mining better prepared for a pandemic after this experience?
  • How does mining impact Canada's economy?
  • Which mining sector is the best to invest in?
  • What are the challenges facing the mining industry?

Featured Speakers Include

Alastair McIntyre
Alastair McIntyre
Chief Executive Officer
Altiplano Metals
Alexander Klenman
Alexander Klenman
President, CEO & Director
Azincourt Energy Corp.
Jeff Swinoga
Jeff Swinoga
EY Canada National Mining and Metals Co-Leader
EY
Mehdi Azodi
Mehdi Azodi
President & CEO
Belgravia Hartford
3:30 PM -
 5:00 PM

American Mining

  • Has there been any recent opportunities arising in the American mining industry?
  • What are the prime factors driving the industry currently?
  • What will American mining look like in the next 5 years?
  • What are some of the key challenges faced by the mining sector?

Featured Speakers Include

Graeme O’Neill
Graeme O’Neill
President & CEO
Bayhorse Silver Inc.
Joseph Deaux
Joseph Deaux
Commodities Reporter
Bloomberg LP
Margaret Durenberger
Margaret Durenberger
Chair of the Twin Cities subsection
Society for Mining, Metallurgy & Exploration Inc.
Tom Brady
Tom Brady