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Agenda Overview

Day one: Monday, November 13, 2017

7:30AM Registration

Session I: Keynote perspectives from industry leaders

9:00AM Market swings and higher stakes
  • What has been the impact of increasingly riskier ferrous scrap markets on scrap dealers, generators and consumers?
  • How has the ferrous scrap dealer network been effected and supply chain changed as a result of the 2015 market downturn?
  • How have steelmakers’ vertical integration initiatives affected ferrous scrap marketplace?
  • What is the viability of newer risk-management tools, such as futures contracts, to address this increased market risk?

Moderator: Thorsten Schier, North American Steel & Ferrous Scrap Editor, American Metal Market

Allan Goldstein, CEO, AMG Resources
9:30AM Big River Steel
  • What is Big River Steel’s procurement strategy to create the optimum raw material mix? How has this been affected by market shortages?
  • How has Big River Steel been able to reach strong capacity targets in a relatively short period of time?
  • How is Big River Steel’s mini-mill technology being used to produce flat steel products traditionally made by integrated mills? What is the production timeline for Big River’s high-strength and electrical steels?
  • What have been the benefits of Big River Steel’s investment into intelligent automation in order to create the world’s first ‘smart mill’?

Moderator: Thorsten Schier, North American Steel & Ferrous Scrap Editor, American Metal Market

David Stickler, CEO, Big River Steel
10:00AM Industry leader Q&A

Audience questions

Moderator: Thorsten Schier, North American Steel & Ferrous Scrap Editor, American Metal Market

10:15AM Network refreshment break

Session II: The US economy and the new administration

10:45AM An analysis of the impact of governmental policies
  • What is the USA’s projected GDP trajectory and could the Federal Reserve be expected to raise interest rates? What would this mean for the steel industry?
  • To what extent did the US steel industry benefit from the 2015 bipartisan infrastructure bill and in what areas can President Trump’s proposed bill build upon past legislation?
  • Following the USA’s withdrawal from the Paris climate accord, to what extent will decreased environmental restrictions create new opportunities for manufacturing?
  • Is there too much risk associated with the administration’s pro-growth policies, such as increasing national debt or the possibility of trade wars?

Moderator: Nat Rudarakanchana, Steel Reporter, American Metal Market

Kevin Dempsey, Senior Vice President, Public Policy and General Counsel, American Iron And Steel Institute
11:15AM A discussion on US trade cases
  • What does Section 232 mean for international trade between the USA and others? Could this start a trade war and could US steel producers be negatively impacted?
  • Is the USA likely to enter a period of protectionism? What could the benefits and the negatives be?
  • As US scrap exports have declined since 2015, can the US government do something to improve this trend or is it up to the scrap industry to bring about change?

Moderator: Nat Rudarakanchana, Steel Reporter, American Metal Market

Joel Kaufman, Partner, Steptoe & Johnson LLP
Donald B. Cameron, Partner, Morris, Manning and Martin LLP
Amanda DeBusk, Partner, Hughes Hubbard & Reed
Roger Schagrin, President, Schagrin Associates
12:00PM Networking lunch

Session III: Important issues in global steel

1:30PM Turkish steel exports and the impact of US trade cases
  • Have the recent political developments within Turkey affected the Turkish steel industry?
  • As both US mills and Turkey favor cut grades what will this do to supply, demand and prices?
  • What is the future for Turkey’s relationship with the US markets if the US government applies anti-dumping measures on Turkish steel mills?

Moderator: Michael Cowden, Correspondent, American Metal Market

Cihan Akdeniz, Market Research Analyst, Turkish Steel Exporters Association
2:00PM World Steel Dynamics and forecasting trade, steel consumption and production
  • What is the current trade proliferation in the United States and what products and companies are most impacted by this trade? 
  • By offering a quantitative breakdown of the existing supply-demand structure for the US steel industry and a breakdown of steel product by end consuming market, can areas of over and under supply by seen?
  • What is the current forecast of steel consumption and production for mini-mills, the potential for segment growth and the scrap and DRI/HBI requirements implied by WSD's forecast?

Moderator: Michael Cowden, Correspondent, American Metal Market

Adam Green, Managing Director, World Steel Dynamics

Session IV: Mini-mill’s procurement dynamics

2:30PM Dynamics in the ferrous scrap market
  • What cues should be watched in the ferrous scrap market?
  • How are ferrous markets settled?
  • Which regions impact each other’s prices?
Lisa Gordon, Correspondent, scrap, American Metal Market
3:00PM Networking refreshment break
3:45PM Steel Scrap derivatives
  • Introduction to Nasdaq’s Midwest futures contract.
  • What are the uses and benefits of scrap futures?
  • What are the recent market trends and developments?

Mike Frawley, World Steel Exchange Marketing

  • An overview of AMM’s Midwest shredder scrap index methodology.
  • Recent market trends.

Thorsten Schier, North American Steel & Ferrous Scrap Editor, American Metal Market

4:15PM On the right track? The transportation of raw materials
  • Are transporting bottlenecks affecting the availability of scrap?
  • As the search for scrap widens across larger geographical regions, what will this do to the demand and cost of freight?
  • Can transport companies adapt to the increasing demand for DRI in steel production? Could DRI demand trigger a decline in the demand for scrap transportation?
  • What do transportation companies hope to see come out of President Trump’s infrastructure plan?

Moderator: Mei Ling Toh, Reporter, American Metal Market

David Eaton, Vice President Sales and Marketing, Kansas City Southern de Mexico
Daniel Titus, Owner, Page Transportation
Jeffrey Stewart, President, Cincinnati Barge & Rail Terminals LLC
5:00PM End of day one and networking drinks reception

Day two: Tuesday, November 14, 2017

8:00AM Registration

Session I: DRI keynotes

9:00AM ERP Iron Ore’s new chapter in US steelmaking independence

Moderator: Thorsten Schier, North American Steel & Ferrous Scrap Editor, American Metal Market

Mike Luther, Managing Director, ERP Iron Ore
9:30AM The forward march of DRI & mini-mills
  • What needs to happen to cause and maintain the second wave of DRI?
  • What are the main obstacles facing mini-mill production today and what could the future bring?
  • Have cheap natural gas prices increased the potential for more DRI production? What is the regional feasibility of DRI increases and is production sustainable?
  • What are the export demands for natural gas and oil and how is this affecting domestic prices?

Moderator: Thorsten Schier, North American Steel & Ferrous Scrap Editor, American Metal Market

James Moss, Partner, First River Consulting
Joseph Poveromo, President, Raw Materials & Ironmaking Global Consulting
Matt Smith, Director of Commodity Research, ClipperData
Janice Bolen, Senior Process Engineer, Hatch Associates
10:15AM The future technology of mini-mills
  • Is it better to build new mini-mills from scratch or is it better to upgrade existing mills? If so, what should be upgraded?
  • Is there room in the US market for more mini-mills? What technology could new mills use to rapidly gain an operational advantage?
  • Which areas of steel making are in need of the greatest technological breakthroughs?
  • Could the use of artificial intelligence be a viable direction for steel mills to take?

Moderator: Thorsten Schier, North American Steel & Ferrous Scrap Editor, American Metal Market

Stephen Pratt, CEO, Noodle Analytics
Paolo Losso, President, Danieli & C. SpA
KC Woody, Vice President Sales & Marketing, Midrex Technologies Inc
Stefano Maggiolino, President and CEO, ENERGIRON/Tenova
11:15AM Networking refreshment break

Session II: Feedstock dynamics of mini-mills

11:45AM A global overview of ore-based metallics
  • What international developments are compounding the supply of pig iron to the USA?
  • Are the difficulties of procuring ore-based metallics outweighed by their benefits?
  • To what extent could future DRI plants in the USA replace the demand for international pig iron?
  • Could the increasing number of DRI plants in the USA change the global trends of raw materials?

Moderator: Nat Rudarakanchana, Steel Reporter, American Metal Market

Chris Barrington, Secretary General, IIMA (International Iron Metallics Association)
12:15PM voestalpine Texas – One year of successful operation of the Midrex HBI plant
  • What was voestalpine's start up curve and how is the plant performance now?
  • What is the quality of HBI being produced and what is the market looking for?
  • Which environmental measures are applied to this plant and what are the future challenges?

Moderator: Nat Rudarakanchana, Steel Reporter, American Metal Market

Johannes Rothberger, Technical Sales Manager - Direct Reduction, Primetals Technologies Austria GmbH
12:45PM Networking lunch
2:00PM What’s coming down the pipe for oil and gas?
  • Why has the US rig count risen, although crude oil has traded at relatively low prices since mid-April 2017?
  • What have been the changes in the USA’s exportation and importation of natural resources?
  • How will the steel industry benefit from the USA’s shale gas ‘revolution’?

Moderator: Michael Cowden, Correspondent, American Metal Market

Matt Smith, Director of Commodity Research, ClipperData

Session III: Technological and operational improvements

2:30PM Advances in feedstock dynamics
  • What are the latest developments that place DRI as a solution to deteriorating scrap quality?
  • Is DRI all the same? What are its different characteristics?
  • Can mini-mills further evolve and become a driving force for a sustainable world?
  • How can textile fraction be used in the steelmaking process?

Moderator: Michael Cowden, Correspondent, American Metal Market

Paolo Losso, President, Danieli & C. SpA
3:00PM Getting comfortable with High Carbon DRI
  • What is High Carbon DRI and what are its applications?
  • With greater DRI production on the horizon as well as issues with importing iron-based raw materials, is it possible to expect that High Carbon DRI could now become profitable?
  • How do other influences, such as the cost of energy, factor into the benefits of this form of DRI? Is there a future role for hydrogen in this process?
  • Who has and who could have the ability to create and sell High Carbon DRI?

Moderator: Joseph Poveromo, President, Raw Materials & Ironmaking Global Consulting

Brad Cantrell, Manager, Plant Sales – North and South America, Midrex Technologies Inc
Joseph Poveromo, President, Raw Materials & Ironmaking Global Consulting
Dario Pauluzzi, Proposal Manager, ENERGIRON/Danieli
3:30PM End of conference

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