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Agenda

Day 1- March 8

7.00am Registration desk opens

8.25am Chairperson’s opening remarks


Session 1: producer’s outlook

8.30am Keynote presentation- success in spite of challenging market conditions

  • What factors will be considered in strategically planning for 2017 given current tubular markets?
  • How will TMK IPSCO adapt to prosper given challenging market conditions?
  • What steps can the industry take collectively to ensure a prosperous future?

Piotr Galitzine, CEO, TMK IPSCO


9.00am Strategies for success

  • Market outlook: what key challenges will be faced in 2017?
  • How is EVRAZ North America navigating these challenging market conditions?
  • What is EVRAZ North America doing to reduce the impact of raw material volatility?

Conrad Winkler, President & CEO, EVRAZ North America


9.30am Innovation and new approaches

  • How will Vallourec create a culture for the team to achieve cost effective and innovative results in a low price environment?
  • What kind of technical challenges are likely to dominate in the future?
  • Which strategies will be adopted by Vallourec to create solutions for these anticipated issues?

Nicolas de Coignac, President, Vallourec North America; Senior Vice President, Vallourec Group


10.00am  Networking refreshment break


Session 2: market analysis- where will demand for tubular products come from?

10.45am Line pipe capacity utilization in the US

  • What is the capacity utilization in the USA for line pipe? What does this mean for each part of the supply chain?
  • How have dynamics changed in terms of demand for OCTG and line pipe?
  • What impact have trade case rulings had on the profitability of line pipe production?

Geoff O’Donnell, Product Manager- Line Pipe, Energex Tube


11.10am AMM Pricing: steel tube and pipe prospects

  • A summary of steel tube and pipe pricing in 2016: what happened and why?
  • What does this mean for 2017? Which factors should be considered when thinking about supply and demand moving forward?
  • What does AMM have to offer in terms of pricing products and how can these be used within the workflow of companies which require benchmark prices?

Thorsten Schier, Senior Editor, American Metal Market


11.35am Oil and gas recovery: does this mean immediate recovery for tubular demand?

  • An overview of future drilling activity and what this means for steel tube and pipe demand?
  • How will drilled uncompleted (DUC) wells be utilized in ramping up oil production?
  • How will the DUC wells impact demand for tubular products? How long will the lag be?

Nicole Leonard, Analyst, Bentek Energy


12.00pm Market analysis question and answer session

Geoff O’Donnell, Product Manager- Line Pipe, Energex Tube
Thorsten Schier
, Senior Editor, American Metal Markets
Nicole Leonard
, Analyst, Bentek Energy


12.20pm Danieli- Technology Spotlight Presentation


12.45pm Networking Lunch


Session 3: new realities for pipe producers

2.15pm  Strategies for 2017 and beyond: what is the new reality faced by producers?

  • What strategies are being utilized by pipe producers to remain profitable?
  • Have duties placed on some imported HRC changed the price competition between welded and seamless tube?
  • How do utilization rates compare to this time last year? What is expected for 2017?
  • Is recovery on the horizon or will turbulence dominate the immediate and medium term?

Joel Johnson, CEO, Borusan Mannesmann
John Hritz
, President & CEO, JSW Steel North America
Piotr Galitzine
, CEO, TMK IPSCO


3.30pm Networking refreshment break


4.00pm Raw materials analysis: procurement trends

  • How have duties placed on imports of HRC from certain countries changed procurement strategies for welded pipe producers?
  • Are there other sources of price competitive HRC available?
  • How will this change price dynamics when it comes to welded vs seamless pipe?
  • Will price changes be passed on to consumers of tube and pipe?

Gabe Rudek, Raw Materials Manager, TMK IPSCO


4.30pm Trade case update: rulings, appeals, impact

  • Outcome analysis: what do the rulings mean? Will there be appeals?
  • Were the rulings just? What led to these outcomes?
  • Are there likely to be any further trade cases which will impact the steel tube and pipe industry?
  • How will the trade cases impact different parts of the supply chain? Who stands to gain and who stands to face challenges?

John Gurley, Partner, Arent Fox
Donald Cameron
, Partner, Morris Manning & Martin
Robert DeFrancesco
, Partner, Wiley Rein


5.15pm Technology Spotlight Presentation

Speaker to be confirmed


5.45pm End of day one and networking drinks reception


Day 2- March 9

8.00am Registration desk opens

8.25am Chairperson’s opening remarks


8.30am Keynote presentation- US domestic tube production: developing customer solutions for the future

  • How is U. S. Steel Tubular Products investing in innovation to ensure it is the primary domestic supplier of premium tube and pipe?
  • Transforming cost structures for today’s realities: what can be done to move forward strategically?
  • Where is U. S. Steel Tubular Products heading in terms of a global and long term strategy?

David J. Rintoul, President, U. S. Steel Tubular Products; Senior Vice President, United States Steel Corporation


9.00am The outlook for API tube and pipe mills

  • What will be the impact of new OCTG capacity entering the market in the next couple of years?
  • Will changes to dumping duties against South Korean OCTG impact US ERW OCTG mills moving forward?
  • How will duties on API coil and plate supplies affect ERW and LSAW mills?
  • An overview of US steelmakers’ API offerings

Kim Leppold, Senior Analyst, Metal Bulletin Research


Session 4: viewpoints from distributors and purchasers

9.30am New realities for distributors: the changing relationship between producers and end users

  • Have trade cases changed the procurement strategies of distributors? Is domestic procurement cost effective?
  • How have market conditions impacted the way in which distributors do business with producers and end users? Is this a new reality?
  • Is there a danger that producers and end users will try and bypass distributors? What is preventing this from becoming widespread?

Bob Dvorak, Executive Chairman, B&L Pipeco Services
Steve Tait
, President & CEO, B&L Pipeco Services
Jim Owsley
, Vice President Supply Chain, DistributionNOW
Joe Phillips
, President, Sooner Pipe
Jack McCarthy
, Vice President, Carbon Steel Pipe, Fittings and Flanges, MRC Global


10.45am Networking refreshment break


11.30am End user panel: mid-stream markets and demand prospects for line pipe

  • Will demand for tube and pipe increase? Where will this demand be generated?
  • How have geopolitical event impacted the oil and gas industry? Are there any ensuing anticipated changes on the horizon?
  • Have the impact of trade case rulings been passed down the value chain to end users of tubular goods?
  • Do prospects for a particular type or diameter of tubular product seem more promising?
  • Are there any major projects underway which will stimulate demand?
  • What key purchasing considerations should distributors and producers bear in mind when planning strategically for 2017?

Perry Roberts, Senior Director- Procurement & Material Management, Energy Transfer
Magnus Ohlsson
, VP of Supply Chain Management and Land Department, Enterprise Products Partners
Steve Etchison
, Manager, Supply Chain, Williams


12.30pm Technology Spotlight Presentation

Speaker to be confirmed


1.00pm Networking Lunch

 


Session 5: emerging opportunities both domestic and global

2.30pm Mergers and acquisitions across the steel tube and pipe supply chain

  • What market factors are driving M&A transactions in 2017? Will the energy sector see any dramatic changes?
  • Are there any exciting M&A deals on the horizon? Are these coming from the pipe producers, distributors or end users of tubular products?
  • How will capacity and buying power be impacted by these changes?

Vince Pappalardo, Managing Director, Brown Gibbons Lang & Company


3.00pm Line pipe replacement legislation explained

  • What does the Protecting Our Infrastructure of Pipelines and Enhancing Safety (Pipes) Act actually say?
  • How is this legislation likely to impact replacement of line pipe across the US?
  • Are there plans for future legislation which may generate further demand for line pipe?

David Murk, Manager, Pipelines Midstream & Industry Operations, American Petroleum Institute


3.30pm Overview of global OCTG and line pipe markets: potential opportunities for US producers

  • What is the current market situation for US pipe producers?
  • How does short term outlook for OCTG and line pipe differ by region?
  • Routes to different markets: what is the best strategy for approaching markets in North and Central Africa, the Middle East, South America and beyond?

Roman Filimonov, Consultant, Metal Bulletin Research


4.00pm Technology Spotlight Presentation

Speaker to be confirmed


4.30pm End of day two and close of conference