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Agenda Overview

Day 1: Wednesday, March 14, 2018

8:00AM Registration desk opens
9:00AM Chairperson’s opening remarks
Kim Leppold, Senior Metals Analyst, Metal Bulletin Research

Session 1: Producers viewpoint

9:05AM What’s new in the oil patch?
  • How to counter the two commodity cycles driving our industry?
  • What is the best way to right-size the business? Which products should be focussed on?
  • Is there a limit to lateral lengths? What do longer laterals and multiple entries mean for pipe?
  • Is more frac sand always better? Is re-fracking real or a pipe dream?
  • Is well string design frozen forever?
  • What is the future of gas exports from the US both pipeline and LNG?
Piotr Galitzine, CEO & Chairman, TMK IPSCO
9:35AM Producers' perspectives: keeping up with the customers

Presentation from:
John Hritz, President & CEO, JSW Steel North America

Followed by panel:

  • Have we reached the extent of recovery? What lessons can be learnt from the downturn?
  • Is capacity fully utilised?
  • Where does the industry expect the oil price to be? What is the best way to hedge against vulnerability?
  • What are producers doing to keep up with the innovation of customers in terms of size, grade?
  • How is the relationship with customers changing? Is rig direct to be taken seriously?
Moderator: Kim Leppold, Senior Metals Analyst, Metal Bulletin Research
Piotr Galitzine, CEO & Chairman, TMK IPSCO
John Hritz, President & CEO, JSW Steel North America
10:20AM Networking refreshment break

Session 2: The new global trade landscape

11:05AM 232: viewpoints from different segments of the industry
  • What is the status of section 232? Has a decision been made?
  • What are the implications of the current status? How is business being affected?
  • How do opinions differ on the direction the United States should be heading in terms of trade tariffs?
  • A closer look at the secondary impact of 232 and where opportunities could be found or lost
Moderator: Vince Pappalardo, Managing Director, Brown Gibbons Lang & Company
Piotr Galitzine, CEO & Chairman, TMK IPSCO
Robert De Francesco, Partner, Wiley Rein LLP
Roger Schagrin, President, Schagrin Associates
John Hritz, President & CEO, JSW Steel North America
Brandon Dewan, President & CEO, Eagle Pipe
12:05PM Networking lunch

Session 3: Pricing of raw materials and finished pipe

1:20PM Procurement panel: getting the best deal on raw materials
  • How are things changing in terms of customer needs vis-à-vis sour service and connections in particular?
  • What factors are being considered by tube and pipe mills in creating a flexible procurement strategy to cope with unknown raw material prices?
  • To what extent is 232 driving prices? How can exposure to the unknown be limited?
  • How do these fluctuations get absorbed into the business model? Do producers or consumers take the hit?
Gabe Rudek, Commodities Manager, TMK IPSCO
Dhaval Trivedi, Supply Chain Director, Borusan Mannesmann Pipe US Inc
2:00PM American Metal Market Pricing
Dom Yanchunas, Reporter, American Metal Market
2:20PM Polytec– Robotics applied to tube mills
Vittore Girardin, Key Account Manager, BM Group USA
2:45PM Networking refreshment break
3:15PM Distributors' panel: taking stock post downturn
Moderator: James Ley, Principal Consultant - Tube & Pipe Group, Metal Bulletin Research
Joe Phillips, President, Sooner Pipe
Jack McCarthy, Vice President, Carbon Steel Pipe, Fittings and Flanges, MRC Global
Jim Owsley, Vice President Supply Chain, DistributionNOW
Steve Tait, President & CEO, B&L Pipeco Services
4:15PM Traceability Solutions in Steel Tube & Pipe Mills
4:40PM Spiral Pipe Plants in new dimensions
Hartmut Kussmaul, Director Sales & Product Management, Schuler Pressen
5:30PM End of day one networking cocktail party

Day 2: Thursday, March 15, 2018

8:15AM Registration desk opens
9:00AM Chairperson’s opening remarks
Dom Yanchunas, Reporter, American Metal Market
9:05AM SeAH Steel Presentation
Kirk Murray, Vice President, SeAH Steel

Session 5: Demand prospects

9:35AM End user issues dissected
  • Bullish or bearish- is the upturn sustainable? A look at current sentiment and prospects.
  • How will line pipe replacement legislation impact future projects and demand for pipe?
  • When looking at procurement strategies is 232 a positive or negative piece of legislation for the end user? What are the pros and cons?
  • Do domestic producers have the capacity to supply all of the products which the mid-stream industry requires? Where are the gaps?
Moderator: Dom Yanchunas, Reporter, American Metal Market
Perry Roberts, Senior Director – Procurement and Material Management, Energy Transfer
10:10AM How to cut seamless tube billets for less than 1 Dollar
Philipp Pirolt, International Sales Manager, Linsinger
10:35AM Networking reception break

Session 4: Macro insight

11:00AM OCTG outlook: supply, demand and capacity dissected
  • What is the trade picture and how will it change given the prevailing regulatory situation?
  • Will the supply landscape shift to meet expected demand?
Kim Leppold, Senior Metals Analyst, Metal Bulletin Research
11:25AM Line pipe outlook: supply and demand
  • US line pipe market outlook
  • What opportunities are available for US mills to challenge imports?
James Ley, Principal Consultant - Tube & Pipe Group, Metal Bulletin Research
11:50AM Oil and gas- what is driving the price?
  • An overview of current oil and gas prices and what market factors have led to this point
  • What is driving the price? What events and factors are likely to have an impact?
  • In terms of US domestic capacity- how many small producers are running at very thin margins? Are they likely to survive?
  • Where is new drilling taking place? Why is Texas still so dominant?
Andrew Meyers, Associate Director, Westwood Global Energy
12:20PM Energy Tubulars: supply update and demand prospects
  • An examination of current demand load: what impact is this playing on supply dynamics?
  • How are international geopolitical events shaping the global oil and gas industry? What impact does this have on pipe demand?
  • An update on line pipe replacement legislation and its practical impact
  • A look at 232: how will Energy Tubular capacity utilization be impacted in the USA?
Geoff O’Donnell, Manager- Energy Tubular Products, Wheatland Tube
12:50PM Q and A
Moderator: Brandon Dewan, President & CEO, Eagle Pipe
Kim Leppold, Senior Metals Analyst, Metal Bulletin Research
James Ley, Principal Consultant - Tube & Pipe Group, Metal Bulletin Research
Andrew Meyers, Associate Director, Westwood Global Energy
Geoff O’Donnell, Manager- Energy Tubular Products, Wheatland Tube
1:10PM End of conference and networking lunch

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