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Agenda Overview

DRI & Mini-mills 2018: Day One: Tuesday, November 27, 2018

7:30AM Registration opens and welcome coffee
9:00AM Welcome address from AMM

Session I: Keynote address

9:10AM A Decade Later: What Has Changed and What Hasn’t (Yet)
Tamara Lundgren, CEO, Schnitzer Steel Industries

Session II: Trade tariffs, NAFTA and the economic progress of the USA

9:40AM Macro-economic issues that are shaping the US steel industry
  • On overview of the USA's GDP trajectory and interest rates: what opportunities are being created for steel mills?
  • Has there been any noticeable impact to the steel industry since the US withdrew from the Paris Climate Accord over one year ago?
  • What benefits have US trade tariffs brought to the steel supply chain and what could be future developments?
  • Is there the possibility of unintended consequences harming the steel industry?
Adam Green, Managing Director, World Steel Dynamics
10:10AM Presidential Debate: Section 232 and trade wars
  • Following the U.S. Trade Representative (USTR)’s investigation, how will the Section 301 investigation change the trade flow between China and the USA?
  • What is likely to be the short-term and long-term impacts of current trade tariffs?
  • What are your thoughts on the result of the US mid-term elections, and how do you see the results affecting the implementation of these trade tariffs?
Donald Cameron, Partner, Morris, Manning and Martin LLP
Roger Schagrin, President, Schagrin Associates
10:55AM Networking refreshment break
11:25AM Trilateral panel: NAFTA and the steel supply chain in North America
  • What is the current state of the NAFTA renegotiations and what parts make you feel positive about the future? 
  • Is it possible that end-consumers will suffer under these tariffs and that companies may still move industries away from the USA?
  • Does applying tariffs on Mexican and Canadian steel imports to the US not break the free trade parts of NAFTA?
Adalberto Becerra, Strategic Planning Manager, Roca Acero S.A. de C.V.
Tom Meloche, General Manager, K-Scrap Resources Ltd
Nikhil Shah, President, Scrap Metal Services Brownsville

Session III: Procuring feedstock for steel mills

12:10PM Interactive polling: AMM’s scrap pricing

AMM’s overview of their current and future prices will be followed by a Live Polling session. Simply open the Slido app and answer the Live Polls and our team will respond to your questions.

Thorsten Schier, North American Steel And Ferrous Scrap Editor, American Metal Market
Lisa Gordon, Correspondent, Scrap, American Metal Market
12:50PM Networking refreshment lunch
2:00PM Analyzing the balance between scrap and metallics
  • Finding the right balance: availability, prices and iron ore content.
  • Casting an eye to South America, what are the latest developments with Venezuela’s HBI production and Brazil’s Samarco’s reopening?
  • To what extent is their more space for a greater degree of metallic products to enter the US?
  • Where could a new supply of DR grade pellets come from?
  • As iron ore pellets remain high but the DRI premium remains higher, how does this affect purchasing decisions?
  • How will it pan out if the USA continues to import pig iron and scrap to feed hungry steel mills? Given time, could US industries displace these imports?
Chris Barrington, Secretary General, IIMA (International Iron Metallics Association)
Lou Ivezaj, General Manager Strategic Sourcing, TMK IPSCO
Larry Hale, Consultant, Former Commercial Manager Raw Materials, Geradu
2:45PM Disruptions and the US Steel Industry
  • Is it correct that the steel industry continues to blame imports for current levels of domestic performance?
  • What are the issues when using cost curves within the steel industry?
  • How can companies adapt to constant disruptions within the supply chain?
Russell Egge, Partner, Egge & Alexander Associates
3:15PM Networking refreshment break

Session IV: What keeps the steel industry moving?

3:45PM Reaching customers from across the United States
  • An overview of the flow of steel from the ‘steel capital of North America’ to the wider United States.
  • What volume of steel does the Port of Indiana handle and how does this benefit steel mills as well as their consumers? 
  • What advantages does the Port of Indiana have that earned it AMM’s Logistics/Transportation Provide of the Year?
Vanta E Coda II, CEO, Ports of Indiana
4:15PM Road, rail and rivers: what is needed and what can be provided?
  • What are the current challenges that face customers, but also the logistic companies themselves?
  • What is being done to improve driver retention and attract new workers to the transportation industry? Who has the ability to make a difference?
  • With more micro-mills appearing, would it be easier for them to secure scrap locally and not further afield as other mills do?
  • ELD Trucking: has this legislation been a help or a hindrance?
Daniel Titus, Owner, Page Transportation
Chad Sutter, Sales And Logistics, Cooper/Consolidated
5:00PM End of day one and networking cocktail reception

DRI & Mini-mills 2018: Day Two: Wednesday, November 28, 2018

8:00AM AMM's Breakfast Briefing: Ferrous scrap futures

Start your morning the right way with AMM’s Breakfast Briefing. Join us for breakfast and hot coffee as AMM delves into the subject of ferrous scrap futures.

Regardless of where you sit in the ferrous supply chain, buying and selling at the right rates are essential, so come join us and find out how ferrous scrap futures contracts can help mitigate your risk and support your business.

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

Speakers: Grace Lavigne, Price Development Manager, North America, American Metal Market

                 Andre Marshall, President and Founder, Crunch Risk LLC

9:00AM Registration opens and welcome coffee
9:25AM Welcome address from AMM

Session I: DRI keynotes

9:30AM Rio Tinto: from sinter fines to high grade IOC DR pellets. Adding value in a global market
Renard Chaigneau, Manager Technical Marketing - Iron Ore, RioTinto IOC
10:00AM Is this the future: DRI production and micro-mills?
  • As we look for the next generation of steel mills, are micro-mills the next step?
  • Is the micro-mills’ steel production limited or enhanced by their localised position?
  • Are micro-mills only profitable because of the positive environment surrounding steel or are they able to survive the cyclical downturns of this industry?
  • The US market still has much space available for increased metallics so who is likely to bring this material into the US?
  • Will cheaper gas prices fuel the USA’s DRI sufficiency?
Joseph Poveromo, President, Raw Materials & Ironmaking Global Consulting
Alona Yunda, Senior Analyst, Metal Bulletin Research
Russell Egge, Partner, Egge & Alexander Associates
11:00AM Networking refreshment break

Session II: Anticipating the next advancement in mini-mills

11:30AM Technology panel: latest developments from market leaders
  • How can steel mills collect relevant and accurate data in order to improve their operations?
  • Is a revolution of automation and digitalization just around the corner?
  • How can technology companies help overcome the shortage of DR grade pellets in steel consumption?

Senior Representative, Danieli

Stefano Maggiolino, President & Ceo, Tenova HYL
Mark Boedecker, Director - Sales, Midrex Technologies Inc
12:30PM A projection of the current DR grade pellet shortage
  • A recap of the current DRI/HBI supply situation and a look at the most notable project developments.
  • Leading on from the above, what is the forecast for future global DRI production and associated pellet demand? 
  • Considering tight supply and strong demand, what is the outlook for DR pellet supply?
Chris Barrington, Secretary General, IIMA (International Iron Metallics Association)

Session III: Technological and operational improvements

1:00PM America’s Oil & Gas industry and the impact on mill operation
  • What is driving the current price for oil and gas?
  • An analysis of the current market and a forecast looking to 2020.
  • As the USA is a vast producer of oil and gas, how is this abundance set to improve the DRI and steel industries?
  • What is the current supply demand for metallurgical coal?
1:30PM Networking lunch and Close of Conference

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