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Agenda Overview

Day one: Monday March 3 2014

12.00pm Registration desk opens

Session I: The economics of the industry

2.00pm The economic realities of the US steel manufacturing revival and its relationship with natural gas

  • What impact has shale gas had on demand for steel and what does this mean for future manufacturing prospects?
  • Is cheap gas more important to manufacturing or the wider economic benefits of increased oil and gas demand?
  • Could investment in DRI plants stimulate demand for natural gas?
  • Can cheap gas for manufacturing be balanced with the impact of LNG export opportunities?

Erica Bowman, Vice President and Chief Economist, American Natural Gas Alliance

2.30pm TMK’s update on the health of the steel tube and pipe industry

  • How bullish are producers on growth?
  • Are there export opportunities ahead?
  • Is today’s climate the ‘new normal’ for the industry?
  • How has 2013 been for TMK?

Piotr Galitzine, Chairman, TMK IPSCO

3.00pm Buyers needs: Assessing the needs and dynamics of the buy side

  • Is it a buyers' market now? What are the implications for this and the types of contracts being arranged?
  • How are buyers managing periods of surplus?
  • An outline of project phases: How early on do buyers acquire pipe? How do they select materials? When do they make these decisions?
  • Market changes that drive the use of pipe for NGL, crude and natural gas pipelines
  • What drives the usage of poly pipe vs steel?

Perry Roberts, Senior Director, Procurement, Energy Transfer

3.30pm Networking coffee break

4.00pm Pricing outlook for OCTG and line pipe

  • What is the outlook for OCTG and line pipe prices?
  • Can the recent price hikes stem the tide of falling prices?
  • How are prices being shaped by raw material prices?
  • What are the levels of overcapacity and how is this impacting price?

Kim Leppold, Senior Metals Analyst, Metal Bulletin Research

4.30pm Shale play profitability: How is this driving demand for pipe?

  • What is the current drill rate and profitability in each shale play?
  • Production rates and economic constraints
  • What are oil and gas prices at the moment and how economical are they?

Ryan Smith, Energy Analyst, Bentek Energy

5.00pm LNG: Sizing up future prospects

  • Of the proposed LNG export projects, which are now expected to be built? What stage are they at? Where will they export to? Why are some projects cancelled or on hold?
  • What are the latest guidelines surrounding LNG exports?
  • What are micro-LNG plants and how do they contribute to the demand for gas?
  • How is the fuel mix of the USA evolving?

Stan Kaplan, Director of the Office of Electricity, Renewables, and Uranium Statistics, EIA

5.30pm End of day one followed by networking drinks reception co-sponsored by Fives

Day two: Tuesday March 4 2014

7.30am Registration desk opens

Breakfast sponsored by JSW

8.00am Breakfast session: Latest legal update on the trade case

  • The view from the lawyers on the arguments for and against the case
  • What your business needs to know about the trade case

Roger Schagrin, President, Schagrin Associates
Alan Price, Partner, Wiley Rein
Donald Cameron, Partner, International Trade Practice, Morris, Manning & Martin

Session II: The wider ramifications of the trade case

9.00am Anti-dumping trade case: The domino effect

  • How high do duties need to be in order to change the domestic fundamentals?
  • With additional capacity on the sidelines, would the pricing relief felt from imports just be temporary? Would other markets step in and fill the void?
  • What will the impact be on terminals and ports if trading volumes are reduced? Would this have any wider ramifications for transportation costs?
  • The indirect impact on the line pipe market: Could foreign production move to line pipe instead?
  • Increases in seamless and welded pipe have been met primarily by imports over the past decade; will domestic supply step in?
  • What other products could domestic mills start making?

Mike Evans, International Steel/Pipe Consultant
Peter Brebach, Managing Partner, Iron Angels of Colorado
Maximo Tejeda, President & CEO, Tejas Tubular Products
Alex Merle, Director of International Sales and Purchasing, Cressman Tubular

10.00am Trade case review: Reasons for and reaction to the trade case

  • Why have these countries been targeted?
  • What has been the response in each country?
  • What is their strategy for alternative products or markets should the trade case go through?
  • Do US-based operations of foreign companies negate the need for a dumping tax in the country of provenance?
  • What has been the impact on distribution of material already?

Don Baysal, President, Seba Pipe
Richard Chriss, Executive Director, American Institute of International Steel

10.45am Networking coffee break

Session III: Market developments shaping the production and consumption of tube

11.15am Distributors: The vital link in the chain

  • What needs to change in the market for distributors to increase margins?
  • How healthy are inventories?
  • The import situation: Is pricing the most important factor or are there other benefits when importing material?
  • How might the industry be impacted by the recent acquisitions by Japanese firms? What is the strategy here?

Gerald Merfish, CEO, Merfish Pipe & Supply

11.45am New capacity: The new projects in the pipeline

  • What types and grades of pipe are being made at the new plants?
  • How do they plan to differentiate themselves in a competitive market?
  • Will they displace the imports that have entered the market in recent years?
  • Is having a competitive edge on technology, efficiency and expertise enough to compete with price?
  • Will existing facilities be able to complete with the new “state of the art” production?
  • Could competition for raw materials increase?
  • What will be the actual finishing capabilities/capacity for the new facilities?

Buddy Brewer, CEO, Borusan Mannesmann
Charles Bradford, Partner, Metals Industries Advisory Group
Joel Johnson, President and CEO, OMK North America

12.45pm Networking lunch break

2.15pm New capacity: Line pipe in the pipeline 

  • An analysis of future line pipe demand with regards to unconventional shale, deep water offshore, trunk lines for LNG export terminals and line pipe replacements
  • Project management: Why procuring line pipe is not just about procuring a commodity but about service
  • Import demand: What is the relationship between price and quality with regards to import demand?
  • Supply chain management: Is the value added function in the supply chain now a requirement?
  • Moving crude: Why is shipping crude by rail a preferred option than investing in pipe lines in some areas?

Jason Stephens, Manager, USA Business – Line pipe, Marubeni-Itochu Tubulars America
Geoff O’Donnell, Product Manager – Line Pipe, Energex Tube

Session IV: Logistics, materials and investment

3.00pm Raw materials: the changing dynamic in the supply chain

  • How are scrap, iron ore and DRI influencing the cost of production for carbon/alloy steel pipe?
  • Flat rolled products: Is the move by pipe makers toward higher-strength flat-rolled steel expected to continue?
  • Aluminum drill pipe: where and why is it being used?
  • How does it compare to steel OCTG? Is it a threat or an opportunity for producers?

Lynn Lupori, Managing Consultant, Hatch
Sabyasachi Bandyopadhyay, Director, Quality & Technology, Severstal Columbus

3.45pm Rail investment and the evolving steps in the supply chain

  • What are the multi-modal options available for transporting tube at the moment?
  • What infrastructure investments are happen and where?
  • What do suppliers and buyers want from rail and how are they using it?
  • Where are short line investments happening?
  • How is this impacting the movement of material? What materials do they take and where?

Phillip Hornak, Director, Transload Services, CN
Kenny Rocker, Assistant Vice President, Industrial Products Marketing, Union Pacific

4.30pm Technological innovations: Hybrid quench and temper systems

  • How to improve product quality and reduce energy costs
  • Induction heating applications for manufacturing of OCTG pipe products
  • Electromagnetic induction operational cost modeling for OCTG manufacturing applications. (electric vs. gas comparison)

Gary Gariglio, President, Interpower Induction
Donald Gibeaut, Regional Sales Manager, Ajax Tocco

5.15pm End of day two and end of conference

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