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Agenda Overview

Day one: Monday, November 13, 2017

7:30AM Registration opens

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 the 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 one year on
  • 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’?

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

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

10:15AM Networking refreshment break

Session II: The US economy and the new administration

10:45AM An analysis of the impact of government 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

Donald B. Cameron, Partner, Morris, Manning and Martin LLP
Roger Schagrin, President, Schagrin Associates
Amanda DeBusk, Partner, Hughes Hubbard & Reed
Joel Kaufman, Partner, Steptoe & Johnson LLP
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 and Turkish steel mills 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: Mastering steel scrap futures, hedging and financing

2:30PM Steel scrap derivatives
  • Introduction to Nasdaq’s Midwest shredded scrap futures contract.
  • What are the uses and benefits of scrap futures?
  • Recent market trends and developments.

Mike Frawley, CEO, World Steel Exchange Marketing

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

Thorsten Schier, North American steel and ferrous scrap editor, American Metal Market

Moderator: Michael Cowden, correspondent, steel, American Metal Market

Mike Frawley, CEO, World Steel Exchange Marketing
3:00PM Networking refreshment break
3:30PM The LME Steel Scrap contract: Why should the US embrace it?
  • Can hedging evolve to become more than just price risk management and become a new way to approach the procurement and sales of steel?
  • How can sections of the US steel industry take control of steel price volatility and turn it into a competitive advantage?
  • Through hedging and financing, how can organizations improve working capital utilization and cash flows?

Moderator: Michael Cowden, correspondent, steel, American Metal Market

Session V: Mini-mill’s procurement dynamics

4:00PM 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
4:30PM 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

Brian Formanek, Business Manager, Kansas City Southern Railroad
Daniel Titus, Owner, Page Transportation
Jeffrey Stewart, President, Cincinnati Barge & Rail Terminals LLC
5:15PM End of day one and networking drinks reception

Day two: Tuesday, November 14, 2017

8:00AM Registration opens

Session I: Steel scrap keynotes

9:00AM Lessons from the Post-Recession
  • What benefits can the US steel industry expect from new US trade patterns?
  • How can steel mills protect as well as prosper with regards to environmental regulations?
  • How will improvements in infrastructure benefit the US steel industry?

Moderator: Lisa Gordon, Scrap Correspondent, American Metal Market

Tamara Lundgren, CEO, Schnitzer Steel Industries
9:30AM Boosting EAF-efficiency with onsite scrap cleaning
  • What can the steel industry do to counteract the challenge of steadily increasing copper content in shredded scrap?
  • How can SICON’s systems increase liquid yield by 5-8%?
  • Could this system lead to a noticeable reduction of DRI/HBI within steel making?

Moderator: Lisa Gordon, Scrap Correspondent, American Metal Market

David Coslov, Sales Associate, SICON America
Jason Silvey, US Sales Manager, SICON America
10:00AM Regional Panel: availability of scrap
  • Are there regional economic or political factors that are hindering the recovery of scrap markets? Has recovery been state specific and if so, why?
  • Could an increase in DRI availability reduce the issues of scrap shortages?
  • Who has greater leverage over supply and pricing: scrap recyclers or steel mills?

Moderator: Greg Dixon, CEO, Smart Recycling Management

Hank Wilson, Senior Vice President, TMS International
Gary Clayman, Co-President, Niles Iron & Metal
Adam Dumes, Vice President, Cohen
Greg Dixon, CEO, Smart Recycling Management
10:45AM Improving market conditions and shredding capacity
  • What are the headwinds and challenges that are still facing you?
  • How have the higher prices of scrap in 2017 affected scrap flows to your yards?
  • Are you paying a premium for whole automobiles?
  • Are you running intermittently after you have gathered enough feedstock?  Are you shredding aluminum at times at the shredder?
  • Are you investing and upgrading your downstream facilities and if so, why?

Moderator: Lisa Gordon, Scrap Correspondent, American Metal Market

Price Glazer, President, Integrity Metals
Thomas Rogers, Vice President of Marketing, Alliance Steel Recycling
Bobby Triesch, Vice President, Regional General Manager, Newell Recycling
11:30AM Networking refreshment break

Session II: Scrap outside the USA’s borders

12:00PM Accessing new international export markets for US Scrap
  • What can West Coast scrap recyclers do to capitalize on new markets in South and Southeast Asia? How can these markets be entered?
  • Will Turkey’s demand for US scrap remain profitable in the future? Are there other markets that the East Coast could turn to?
  • What obstacles are hindering greater exportation of scrap?
  • Considering logistics and time, is it more profitable to sell scrap abroad or to keep scrap within North American markets?

Moderator: Mei Ling Toh, Reporter, American Metal Market

Manwar Hossain, Managing Director, Anwar Group Of Industries
Philip Hoffman, Chairman and CEO, Hoffman Steel Iron LLC
12:45PM Networking lunch
1:45PM Mexico and the USA
  • Does Mexico have the capacity to create new specialized steel products? Could mini-mills bring about this change easily?
  • How would the renegotiation of NAFTA change the scrap flow between Mexico and the USA? What recent trends have led to these predictions?
  • With the robustness of the automotive market in Mexico and the proximity of this market to the USA, what grades of scrap are being generated and consumed by steel mills in Mexico?
  • The integration of steel mills with scrap dealers in Mexico has not emerged on the same level as the USA, but could this change in the future?

Moderator: Nikhil Shah, President, Scrap Metal Services Brownsville

Nikhil Shah, President, Scrap Metal Services Brownsville
Lane Gaddy, CEO, W Silver Recycling
Daniel Riojas, Sales Sub-Director, AHMSA
Alfonso Salazar, CCO, DIMECA

Session III: The scrap industry’s future

2:30PM Acquisition, internal investment and scrap companies
  • Are the current market conditions a good time to expand operations and if so, what are the financial considerations?
  • What are the benefits of using either financial institutions to foster growth or a company’s own funds to reinvest in itself?
  • If investment is key, what should the money be invested in: transport, operations or downstream systems? Where could the greatest returns be seen?
  • Is it economically viable for steel mills to build and manage their own recycling steel mills? How can scrap companies prove that they are the best at sourcing and supplying scrap?

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

Vincent J. Pappalardo, Managing Director, Brown Gibbons Lang & Company
3:00PM Steel scrap reserves and the losses per industry sector in the USA, 1900 to 2015
  • Dynamic material flow models have been used to calculate the recycling rates and steel scrap generations per industry sector in the US and why is it important to do so?
  • Are we reaching a steel scrap scarcity in US and how has the scrap supply changed over the century? What can we learn from other countries?
  • How have the steel recycling rates changed between 1900 and 2015 and what conclusions can be drawn about the future?

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

Alicia Gauffin, Postdoctoral researcher, Carnegie Mellon University

Session IV: An insight into the non-ferrous industry

3:30PM Insights into the non-ferrous scrap markets
  • An overview of the copper market.
  • Would it make sense that, as new technologies make it easier to sort ferrous scrap, for scrap recyclers to consider trading non-ferrous scrap too?
  • How have non-ferrous scrap markets changed over the previous years compared to ferrous markets? Are there parallels to be drawn or lessons to be learnt from these developments?

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

Brian Shine, President, Manitoba Corporation
3:45PM End of conference

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