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Agenda Overview

Pre conference: Wednesday, September 6, 2017

Welcome networking drinks party

5:30PM Welcome drinks party

Join us as we begin our conference with our welcome party. Connect with old friends and new contacts in a relaxed environment before meetings begin the next day. 

Day one: Thursday, September 7, 2017

Economics of the region

9:00AM North American economic outlook: Challenges and opportunities
  • How is the US economy performing? What is the long-term growth rate forecast?
  • In which ways are American economic developments affecting the demand for steel raw materials?
  • How will the new administration’s proposed policies affect the economy?
  • What are the prospects for US manufacturing within housing and other markets? What is the status of the US consumer?
  • What are the macro influences on the metals market?
  • How will the ageing workforce, skills mismatch and growing debt impact the US economy in the long-term?
  • Is the Canadian housing market in a dangerous bubble?
Dan North, Chief Economist, North America, Euler Hermes

Pricing trends

9:30AM Is the price right?: Pricing trends of ores and alloys within America compared to other regions
  • In which steel end products are we seeing noticeable developments within the American market?
  • What have been the pricing trends for specific ferroalloys over the last year?
  • Which steel consuming markets are driving raw material prices?
  • How far have regional sentiments within Asia affected pricing in America?
Christopher Kavanagh, Reporter, American Metal Market
Tom Jennemann, Non-Ferrous Reporter, American Metal Market
10:15AM Networking break

Carbon and stainless steel outlook

10:45AM Carbon and Stainless: The what, how much, and where?
  • What are the limits of the demand of stainless steel to the international market? What impact will this have on American steel supply to the domestic market?
  • Will the reduced demand of steel within the Chinese market and changes in their economic status affect steel outputs within the US?
  • What are the estimated growth trends and market forecasts for 2018?
  • How are these segments expected to fare during the forecast period in 2017/2018?
  • Where are the growing and emerging product markets? What impact will these have on steel demand in the coming year?
  • Where are elements of cooperation taking place across the region in policy and organic relationships?
Amy Bennett, Senior Steel Editor, Principal Consultant, Metal Bulletin Research
John Anton, Director, Steel Analytics, Pricing and Purchasing, IHS Markit

Policy, people and projections

11:45AM Policy making, manufacturing and trade duties: What next for ferroalloys and steel products?
  • What are the discussions taking place on sustainability and environmental policy in the automotive and aerospace markets which may, in turn, affect the supply of ferroalloys?
  • Are steel mills’ preferences in line with long-term environmental standards and policies going forward?
  • How will the current administration's manufacturing policy impact the purchasing patterns of ferroalloys into the United States?
  • What have the recent enforcement actions been for ferroalloys? How have toxicology considerations played into these actions?
  • What are the regional and international protectionist challenges that are facing the market?
  • How will the renegotiation of TPP and NAFTA affect manufacturing in the US?
  • In what position do the international trade policy proposals place America in the global manufacturing stage in light of moves towards antidumping duties and export tariffs?
Peter Koenig, Of Counsel Attorney, Squire Patton Boggs
Chris Weld, Partner, Wiley Rein
Laurence Lasoff, Partner, Kelley Drye & Warren
Scott Dismukes, Partner, Eckert Seamans Cherin & Mellott
12:30PM Networking lunch break

With numerous spaces dedicated to networking, lunch will give further opportunity to interact with delegates outside the conference room.

Roundtables

2:00PM Molybdenum roundtable

Gain invaluable insight from industry leaders who will guide the discussion and tackle the key industry issues, allowing you to take away practical ideas. Under Chatham House Rules, roundtable hosts will present overviews which will be followed by specially hosted discussions.

Discussions include:

  • How is the oil and gas sector affecting demand across molybdenum products?
  • Is there a prospect of focusing energies away from molybdenum as a primary product in light of increased copper prices?
  • What role does the primary molybdenum consumption rebound in metallurgical, chemical and metal products play in price volatility?
  • How are producers taking advantage of the arbitrage window within copper?

Chris Kavanagh, Reporter, American Metal Market
Mark Tschopp, Category Manager, Gerdau

Mark Wilson, President, Thompson Creek Metals Company
3:00PM Ferrosilicon and silicon metal

Discussions include:

  • What are the utilization capacities within global ferrosilicon products?
  • In which ways will capacity reduction affect the industry if it were to take place in the coming quarter?
  • Will the spot ferrosilicon market continue to be supported by firm longer-term prices?
  • With European prices hitting highs on account of tight supply, what implications may this have on supply to the North American market?
Kevin Fowkes, Managing Consultant, Alloy Consult
Louis Parous, Executive Director, Viridis.iQ
4:00PM Manganese ore and its alloys

Discussions include:

  • What are the challenges to reducing excess inventory from manganese producers?
  • Will China continue to enforce stricter environmental policies and shut down non-compliant plants next year? How will this affect exports to North America?
  • With manganese ore’s continued contractions, how will supply dynamics be affected?
  • What effect will the new ore projects have on manganese prices, if any?
  • Are smelters anticipating a price fall and reduced buying?
Mark Tschopp, Category Manager, GERDAU
Joseph Green, Special Counsel, Kelley Drye & Warren
Esteban Rivero, Corporate Vice President, Autlan
Aloys d Harambure, Executive Director, International Manganese Institute
5:00PM End of day one

Day two: Friday, September 8, 2017

8:00AM Executive breakfast club

An intimate breakfast and networking event with some of the many executives of the ferroalloys market. Space for executives to share best practices and challenges.

Dmitry Pastour, CEO, UniChrome AG

Roundtables

9:00AM Ferrochrome and chrome ore

Discussions include:

  • How is efficiency increased in light of the increasing volumes of fine ferrochrome?
  • Where is the foreign investment of ferrochrome going to and how is this affecting the supply to the North American market?
  • Which applications will most affect the mine to market lead times in light of bearish demand?
  • Will there continue to be rapid moves in the indices of chrome in the short or long term?

Dmitry Pastour, CEO, UniChrome AG

Barry Lazar, CEO, MEDIMA
10:00AM Ferrovanadium

Discussions include:

  • What has been the demand growth rate in ferrovanadium within the US? What are the respective consumption figures for market end uses?
  • Automotive and critical steel components: Where will specific growth or decline be seen within the North American market for ferrovanadium products?
  • What effect will this have on the export and import of ferrovanadium?
  • Where are the major imports of ferrovanadium coming from? Will China’s supply to the market be sustainable in the long term?
Paolo Rizzo, Director of North America, Sideralloys NA
11:00AM Ferronickel

Discussions include:

  • With the nickel sector in deficit and the increase in ferronickel premiums experienced in the first half of the year, what are the perceived implications for short-term demand?
  • What role will the announced supply cutbacks in response to depressed LME prices play in pricing activity for the next quarter?
  • With the supply uncertainty tied to political and environmental actions across Asia, what are the alternative supply sources for nickel products?
  • As steel capacity closes across ferronickel intensive consumption areas, where are smelters refocusing exports?
Michael MacKinnon, Manager Raw Materials, Carpenter Technology Corporation
Alex Khodov, Principal Nickel Analyst, Norilsk Nickel

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