Aluminum Supply & Markets Conference

Registration & Exhibits

Opening Remarks by Conference Chair

Executive Panel

Moderated by conference chair and former CEO of Rio Tinto Alcan, Dick Evans, market leaders explore the major challenges and opportunities facing the aluminum industry in North America and on a global scale. This lively, interactive discussion will allow ample opportunity for questions from the floor.

This debate will include:

• The role of China and other emerging markets

• Anti-dumping and countervailing duty petitions

• The growing concerns over energy cost and availability

• The growing influence of the U.S. government on the economy

• The prospects for global economic recovery

Aluminum’s Key Role in Sustainability

Coffee Break

Aluminum Supply Dynamics

Producing primary aluminum is energy intensive and costs must be contained in order to remain competitive. Downstream markets demand partnerships to not only supply aluminum, but to solve product design problems. Our panel discusses the global shift in primary aluminum production, supply side dynamics and the impact to the downstream markets.

• Fundamentals of supply side dynamics in the aluminum market

• Analysis of raw materials supply, demand and trends

• Where will the aluminum production be centered?

• Integration and consolidation within the aluminum industry

• Energy demands and escalating costs

• Where is the next source of isolated power?

• How will emerging markets impact the North American market?

• Where are the best prospects for demand growth – products and regions

• Will the change in the alumina pricing formula have a significant impact on the primary market?

The Analyst’s Perspective

Dick Evans guides the discussion as leading analysts give their outlook, forecasts and trends on the aluminum market.

• Economic outlook, recovery and impact to aluminum supply and demand

• Supply and demand breakdown for primary, semi-fabricated and fabricated aluminum products

• Price forecast

• How will the alumina price formula change impact the determination of value in the supply chain?

Networking Reception

Registration, Exhibts & Continental Breakfast Open

The Role of Private Equity in the Aluminum Sector

Focus on Transportation

Primary and secondary aluminum is the material of choice in automotive and aerospace sectors, while die casters, trailer and utility vehicles all share in the common need for aluminum. Our panel discussion centers on all aspects of the transportation market sector driving aluminum demand, market penetration in emerging economies and the changing supply side dynamics.

• Demand for auto sheet

• When will auto production rebound?

• What will be the short term build rates for auto, heavy truck and trailers?

• When will trailer inventory levels return to normal?

• New metals choices in autos for crashworthiness

• Demand for aerospace aluminum plate

• Will destocking in the aerospace sector continue?

• A look at the changing market dynamics in aerospace supply chain

Trucks and Trailers – A Bright Spot in the Transportation Sector

Coffee Break

Focus on Packaging & Cans

Will the can sector remain recession-resistant? Are acquisitions still in play or is the market already consolidated? The flexible packaging sector could be challenged by a demand for lighter materials making plastics a more attractive alternative. Recycling of UBC’s continues to make headlines with the recent creation of Evermore Recycling, the partnership between Novelis and Alcoa.

Our panelists examine the supply and demand issues for flat market and can sheet and look at growth potential in flexible packaging and cans.

Topics for discussion:

• Outlook for the flat market.

• Trends for can sheet.

• Can sector outlook - poised for growth or is market share being challenged by plastic?

• A look at pricing dynamics in post-cap era.

• Opportunities for flexible packaging.

• Will the demand for lighter materials in flexible packaging threaten aluminum?

• Where is the projected growth in international markets

• The domestic flexible packaging market.

• Will imports from China and Russia increase?

• Is there oversupply in the domestic market?

Lunch

A Return to Profitability for Construction & Infrastructure

Focus on Construction & Infrastructure

Destined for a projected slower recovery, the construction and infrastructure end markets face unique challenges. Residential and commercial construction remains stagnant with energy being the only bright spot on the horizon. Our panelists consider opportunities for common alloy sheet and billet in construction.

• Outlook for common alloy sheet

• The electrical grid – an upside for aluminum

• Aluminum versus composites; who’s positioned to gain market share?

• Inventory levels versus market demand.

New Applications for Solar Energy

The Final Analysis

Dick Evans invites previous speakers to join him in the final analysis to examine the events of the last few days. Panelists will consider remarks from presenters and deliberate the implications to the aluminum industry.

Conference Close