NEW Steel Tube & Pipe Conference

A Focus on Seamless & Welded Markets

March 24 - 26, 2008 , Formerly the OCTG Conference scheduled for September 2007 , Houston , TX
Monday, March 24, 2008
5:00

Registration and Exhibits Open

5:30

Welcome Cocktail Reception

Tuesday, March 25, 2008
8:00

Registration, Exhibits & Continental Breakfast

8:55

Welcome Address

Alison Ciaccio, Conference Program Manager, AMM Events
9:00

Keynote Presentation - John Tulloch

President of IPSCO and Executive Vice President of SSAB

9:45

Highlight Presentation - Joseph Alvarado

Vice President Tubular Operations, US Steel Corp.

10:15

Coffee Break

10:45

Session I: Raw Material Outlook for Steel Tube & Pipe

This session will examine raw material costs and their impact on the steel tube and pipe markets including Line Pipe, OCTG, Hollow Sections, Standard Pipe and Mechanical Tubing. Speakers will analyze and give price forecasts for the materials used to make tube and pipe such as scrap, iron ore, plate and coil. To round off the panel the impact of transportation costs will also be included in this session.

Topics Include:

- Price outlook for scrap, coil and plate

- Outlook on substrate

- Plate and coil implications for API pipe production

- Rising freight costs and its impact on steel tube and pipe

Jerome Granboulan, Chief Executive Officer, ArcelorMittal Tubular Products
Kimberly Leppold, Senior Metals Analyst, American Metal Market Research
Jim Reese, Marketing Manager, Port of New Orleans
Moderator: Scott Robertson, Chief Correspondent, Steel, American Metal Market
12:00

Luncheon

Germán Curá, Managing Director - North America, Tenaris
2:00

Session II: Linepipe Market Outlook

After examining raw material and energy costs, this session will focus on the line pipe market in detail touching on the possibility of oversupply in 2008 to the debate over seamless versus welded linepipe and government regulations to an update on pipeline projects and overseas mills imports into the U.S.

Topics Include:

- Impact and outlook of spiral mill expansions on the large-diameter market

- Supply and demand outlook for spiral and LSAW linepipe

- Update on pipe line projects

Mike Evans, Vice President - Steel Sales, Maurice Pincoffs Co.
Paul Vivian, Principal, Preston Publishing Co.
Dan Meinzen, Vice President, JSW Steel
Moderator: George Adams, Manager - Materials Management, BP
3:15

Coffee Break

3:45

Session III: A Closer Look at Oil Country Tubular Goods

There cannot be line pipe without OCTG and this session will round out the energy-related tube and pipe markets giving an update and outlook on supply, demand and price. This session will also give an energy market outlook and specifics of the downstream sector such as refining, petrochemical and processing markets. Speakers will also touch upon drilling rates and rig counts in Canada and the reason for its decline.

Topics Include:

- Impact of decline in natural gas drilling in Canada and its impact on proposed pipelines

- Update on drilling in the Gulf of Mexico

- Price projections for welded and seamless OCTG

-Energy market and downstream sector outlook

Mark Peters, Publisher, Hydrocarbon Processing
Rick Preckel, Principal, Preston Publishing Co.
Gene Shiels, Assistant Director of Investor Relations, Baker Hughes Inc.
Moderator: Michelle Applebaum, Principal, Michelle Applebaum Research
5:00

Cocktail Reception

Wednesday, March 26, 2008
8:00

Continental Breakfast and Exhibits

9:00

Highlight Presentation - Daniel A. Pryor

Managing Director, The Carlyle Group

9:30

Session IV: Hollow Structural Sections and Standard Pipe Market

This session will focus on domestic mills and their challenges in the marketplace. Speakers will also give an outlook for the construction market and analyze whether the housing slump will impact the non-residential market. The role of China in the U.S. market will also play a big role in this session as speakers discuss Chinese imports and questions whether all Chinese steel is of low grade quality.

Topics Include:

- China’s impact on the domestic market and the fall out from that

- A look at hollow structural sections versus beams

- Demand outlook for standard pipe

Barry Zekelman, Chief Operating Officer, John Maneely Company
Rick Preckel, Principal, Preston Publishing Co.
Kimberly Leppold, Senior Metals Analyst, American Metal Market Research
Paul Vivian, Principal, Preston Publishing Co.
Gary Stein, President, Triple-S Steel Supply Co.
Scott Robertson, Chief Correspondent, Steel, American Metal Market
10:15

Coffee Break

10:45

Session V: Import Impact Roundtable

The conference will end with a discussion of the import issues that are at the forefront of North American steel tube and pipe markets. Speakers will give updates and outlooks on duties that are in place and China’s efforts to lower their exports and what is next for the domestic market.

Topics Include:

- A look at U.S. anti-dumping duties on imported Chinese welded pipe

- An examination of Chinese trade policy and export rebate tax policies

- A look at Canada’s anti-dumping complaints

Roger Schagrin, President, Schagrin Associates
Roger Lindgren, Chief Executive Officer, V&M Star
Lewis E. Leibowitz, Partner, HOGAN & HARTSON LLP
Scott Barnes, Vice President Commercial, Ipsco Tubulars
Moderator: Michael Cowden, Reporter, Steel, American Metal Market
12:00

Luncheon

Sponsors:

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