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Agenda Overview

Day one: Monday, November 13, 2017

Session I: Keynote perspectives from industry leaders

9:00AM Building on success with Cliffs’ Toledo HBI Plant
  • What made Toledo, Ohio the best place for this new HBI plant and what were its advantages over the Iron Range in Minnesota?
  • How will Cliffs factor in the logistics of supplying a greater number of US mini-mills in the Great Lakes region?
  • Could Cliff’s Toledo plant be productive enough to sell some of its projected 1.6 million tons of HBI internationally?
  • How does Cliffs see the Toledo facility as affecting US scrap markets?
Cliff Smith, Executive Vice President Business Development, Cliffs Natural Resources
9:30AM ArcelorMittal’s analysis of metallics and the market
  • Despite economic ups and downs, how has ArcelorMittal continued to thrive?
  • What new innovations does ArcelorMittal have planned to embrace the future?
  • A DRI and HBI comparison – what is best as a metallic input for new facilities?
  • What influence does the quality of iron ore have on the quality of DRI and HBI?
Sujit Sanyal, President & CEO, ArcelorMittal Long Products Canada
10:00AM 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’?
David Stickler, Chief Executive Officer, Big River Steel
10:30AM Industry leader Q&A
Audience questions

Session II: The US economy and the new administration

11:15AM 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?
Kevin Dempsey, Senior Vice President, Public Policy and General Counsel, American Iron And Steel Institute
11:45AM 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?
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
12:30PM Networking lunch

Session III: Important issues in global steel

2:00PM 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?
Cihan Akdeniz, Market Research Analyst, Turkish Steel Exporters Association

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, Scrap Correspondent, American Metal Market
3:00PM Networking refreshment break
3:30PM Mini-mills and their relationships with raw materials
  • As previous years have led some scrap recyclers to close, how has this affected pre-existing procurement strategies? Do the remaining recyclers have more material to sell or have they been unable to pick up the surplus?
  • Why is there less prime scrap out on the market and how have companies adapted to this change?
  • Is the nature of scrap demand and DRI demand cyclical and if so, how does this affect procurement strategies of both raw materials?
  • Can the difficulties facing the procurement of pig iron be outweighed by increased DRI production at home?
Cliff Smith, Executive Vice President Business Development, Cliffs Natural Resources
Joseph Poveromo, President, Raw Materials & Ironmaking Global Consulting
Kevin Kemper, VP Finance & Business Development, North Atlantic Iron Corporation
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?
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

Session I: 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?
Tamara Lundgren, CEO, Schnitzer Steel Industries
9:30AM 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?
Gary Clayman, Co-President, Niles Iron & Metal
Adam Dumes, Vice President, Cohen
10:15AM 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?
Price Glazer, President, Integrity Metals
Thomas Rogers, Vice President of Marketing, Alliance Steel
Bobby Triesch, Vice President, Regional General Manager, Newell Recycling
11:00AM Networking refreshment break

Session II: Scrap outside the USA’s borders

11:30AM Accessing new international export markets for US Scrap
  • What can West Coast scrap recyclers do to capitalize on new markets in 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?
Doug Kramer, President, Kramer Metals
Nathan Fruchter, Owner, Idoru Recycling
Philip Hoffman, Chairman and CEO, Hoffman Steel Iron LLC
12:15PM Networking lunch
1:15PM 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?
Lane Gaddy, CEO, W Silver Recycling
Daniel Riojas, Sales Sub-Director, AHMSA
Alfonso Salazar, CCO, DIMECA
Nikhil Shah, President, All Star Metals LLC

Session III: The scrap industry’s future

2:00PM 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?
Vincent J. Pappalardo, Managing Director, Brown Gibbons Lang & Company

Session IV: An insight into the non-ferrous industry

2:30PM Insights into the non-ferrous scrap markets
  • An overview of the copper and aluminum markets.
  • 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?
Brian Shine, President, Manitoba Corporation
David Borsuk, Manager Industrial Marketing & Environmental Affairs, Sadoff Iron & Metal Company
3:15PM End of conference