NEW Infrastructure & Steel Conference

September 29 - October 1, 2009 , Westin River North , Chicago , IL
Tuesday, September 29, 2009
5:15

Registration Opens

5:30

Welcome Reception

Wednesday, September 30, 2009
7:30

Registration Opens & Continental Breakfast Served

8:00

Opening Remarks

8:15

Keynote Address

Jack Wells, Chief Economist, U.S. Department of Transportation
8:45

Keynote Address

Michael B. White, Director of Programs, Great Lakes & Ohio River Division, US Army Corps of Engineers
9:15

Economic Outlook and Prospects for Steel in the Short, Medium and Long Term

After a nine-month boom of surging demand and record profits in 2008, demand for steel has plummeted, paralyzed by tight liquidity and the lack of available credit. This session will review the state of the steel industry in the light of the economic crisis, and the prospects for recovery.

• To what extent can infrastructure investment, stimulus funds and increased government spending save the steel industry?

• What other economic indicators should we look out for?

• What can we expect for 2010, and beyond?

Robert DiCianni, Manager – Marketing & Analysis, ArcelorMittal USA
David C. Jeanes, President, Steel Market Development Institute
Ken Simonson, Chief Economist, AGC (The Associated General Contractors of America)
William A. Strauss , Senior Economist, Federal Reserve Bank of Chicago
Moderator: Vince Pappalardo, Managing Director, Dresner Partners, Investment Banking
10:30

Coffee Break

11:00

Panel Discussion: The Impact of Infrastructure Spending on Supply-Demand Dynamics

This panel will share real-world perspectives from different players across the value chain on the current state of play in government-funded infrastructure projects.

• End-user demand: What changes have been seen, or are expected?

• Project roll-out and projected timelines:

- Progress of ‘shovel ready’ projects

• Capacity utilization:

- To what extent has stimulus spending softened the blow?

- Will we ever return to 2007/2008 levels? For how long will mills be destocking?

• How was pricing been impacted?

Roger Ferch, President, AISC (American Institute of Steel Construction)
Stan Hasselbusch, President & CEO, L.B. Foster
Patrick McFadden, Director, Government Affairs, Nucor Corporation
Moderator: Corinna Petry, Steel Correspondent, American Metal Market
12:15

Networking Lunch

1:45

Presentation: The New SAFETEA-LU Highway Bill and Opportunities for Steel Demand

The Federal Highway Administration’s Safe, Accountable, Flexible, Efficient Transportation Equity Act: A Legacy for Users (SAFETEA-LU) - a $284 billion program governing United States federal surface transportation spending, will expire in September 2009, to be replaced by a new bill to cover the next 6 years.

This session will examine what can be expected in terms of:

• Road map: will a replacement be enacted by September?

• Opportunities for steel-intensive projects

• How might funds be increased, and where will the funding come from?

• To what extent will domestic products be favored?

Kenyon R. Gleason, National Field Director, ARTBA (American Road & Transportation Builders Association)
2:30

Focus on TRANSPORTATION

Hear the latest on government-funded transportation infrastructure projects and what this means for steel products:

• Rail: mass transit; freight transport

• Highways, roads and bridges: opportunities for steel plate and rebar

• Case studies

Joung H. Lee, Associate Director for Finance and Business Development, AASHTO (American Association of State Highway & Transportation Officials)
Jim McMinimee, Director of Project Development, Utah Department of Transportation
Robert J. Risser, Jr., President & CEO, Concrete Reinforcing Steel Institute (CRSI)
Moderator: Corinna Petry, Steel Correspondent, American Metal Market
3:45

Coffee Break

4:15

Remarks from U.S. Congressman Pete Visclosky

Congressman Pete Visclosky, Chairman of the Congressional Steel Caucus, delivers pre-recorded remarks on the legislative priorities of the Steel Caucus and an assessment of the Buy America plan.

4:20

Panel Discussion: ‘BUY AMERICA’ - Getting to Grips with the New Provisions and What They Mean to Your Business

This hands-on panel will clarify the newly introduced ‘Buy America’ provisions and offer insights on:

• How to differentiate between domestic products and imported products, and how to verify this with contractors

• Overcoming other compliance challenges

• How will ‘Buy America’ projects be monitored for compliance, and how do you need to prepare?

Peter G. Allen, Associate, Moore & Van Allen
Michelle Applebaum, Managing Director, Steel Market Intelligence
Jim Barnett, President, Grand Steel Products, Inc.
Moderator: John Nolan, VP and GM – Structural and Rail Division, Steel Dynamics
5:30

Networking Reception

Thursday, October 01, 2009
8:00

Continental Breakfast Served

9:00

Focus on ENERGY

The ARRA has provided approximately $32 billion “to transform the nation’s energy transmission, distribution, and production systems by allowing for a smarter and better grid and focusing investment in renewable technology”.

This panel will explore opportunities created by the stimulus and other energy initiatives that could drive steel build-out:

• Transmission infrastructure/utility towers

• The new ‘Smart grid’

• Wind power; turbine installations

• Nuclear energy

• The proposed cap-and-trade legislation for carbon emissions: opportunities and risks for steel

Kim Fields, Commercial Leader – Industrials, GE Energy Infrastructure
Sal Miraglia, President – Steel, The Timken Company
Angie Storozynski, Managing Director, Equity Research - US Utilities, Macquarie Capital (USA)
Moderator: Michael Cowden, Editor , AMM Perspectives: Steel Tube & Pipe
10:30

Coffee Break

11:00

Focus on WATER

The nation’s inland waterways and the Great Lakes are major arteries for transporting steel-making raw materials as well as finished steel goods. Our panelists discuss the challenges of keeping waterways open, where the stimulus package has helped and where it has fallen short, as well as potential opportunities to supply materials for waterway infrastructure projects.

The topics the panel will discuss include:

• Status of inland waterway construction projects funded through the stimulus package and annual appropriations.

• Critical needs that were not addressed by ARRA.

• Disruptions to the manufacturing supply chain caused by delayed or underfunded projects and an aging system of locks and dams.

• The dredging crisis and its impact on Great Lakes cargo ships.

• How the delay in the construction of a new POE-sized locks on the Great Lakes is slowing freighter traffic to the Atlantic.

• Why a lack of funding for ice breaking equipment may threaten Great Lakes ports with closure.

Dan Mecklenborg, Chairman, Waterways Council, Inc. - Senior Vice President, HR & Chief Legal Counsel, Ingram Barge
Glen Nekvasil, Secretary / Vice President - Corporate Communications, Great Lakes Maritime Task Force / Lake Carriers' Association
Moderator: Michael Cowden, Editor
12:00

Conference Close

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