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Agenda Overview

Pre-Day Conference: Wednesday, September 26, 2018

5:30PM Welcome drinks party

Connect with old and new friends in a relax environment before the meetings kick-off the next day.

Day One: Thursday, September 27, 2018

8:00AM Registration desk opens
8:45AM Opening remarks

Session I: Foundations for a stronger domestic steel industry?

9:00AM Outlook for the US economy and politics
  • How is the US economy performing in 2018? What is the growth rate forecast for 2019?
  • Which domestic economic developments are impacting the demand for steel raw materials?
  • NAFTA and Section 232: What has been the impact of NAFTA renegotiations and Section 232?
  • Midterm elections: Looking at the big picture of how this can shape the American political landscape for many years to come
Dean Pinkert, Partner, Hughes Hubbard & Reed LLP
9:30AM Section 232: What are the benefits and negatives?
  • Understanding Section 232 and its implications so far
  • What are the predictions for the future?
  • With Section 232, has the US entered a period of protectionism?
Peter Koenig, Of Counsel Attorney, Squire Patton Boggs
Chris Weld, Partner, Wiley Rein
Laurence Lasoff, Partner, Kelley Drye & Warren
10:30AM Networking coffee break

Session II: Supply and demand of ferroalloys and steel outlook

11:00AM Assessing the alloys: Taking a closer look at supply and demand dynamics
  • Domestic production and consumption: What is the outlook for silicon, manganese, molybdenum and vanadium for the domestic steel market?
  • Tariff 232: How is the US coping with international competition?
  • China and its environmental regulations: How has the alloy industry been impacted?
  • Which alloys will be in more demand in 2019?
Mark Smith, Chief Executive Officer, Largo Resources
Dmitry Pastour, Ceo, UniChrome AG
11:45AM Carbon and stainless steel outlook: How do the winds blow in 2018?
  • How has the domestic steel industry been affected by Section 232?
  • Has the relationship between the US steel market and international market changed much?
  • What are the growth trends and market forecasts for 2019?
  • Overview of US steel product types and implications for alloy demand
Amy Bennett, Senior Steel Editor, Principal Consultant, Metal Bulletin Research
12:15PM How are pricing trends developing within America and in other regions?
  • Looking back: What have been the pricing trends of 2018?
  • How has Tariff 232 affected prices within the American market?
  • How are supply and demand dynamics across different regions impacted by higher prices?
  • Which steel markets are driving the raw materials prices?

 

Christopher Kavanagh, Senior Pricing Reporter, American Metal Market
12:45PM Networking lunch

Session III: Battery boom and its impact on the ferroalloys industry

2:15PM The electric revolution: Understanding the global impact
  • Aluminium versus steel: With lightweight cars, can steel continue to “do the job”?
  • Which alloys do automotive makers need for steel products to keep steel as the essential raw material in auto making?
  • Will more noble alloys (vanadium and niobium) be added to the steel mix by vehicle manufacturers?
  • Vanadium-flow batteries, will they become the future battery in the renewable energy sector?  What will the consequences be for the steel industry?
  • Graphite: What is graphite’s future demand picture for batteries and its use by steel mills?
Terry Perles, President, TTP Squared Inc
Kevin Riddell, Senior Manager, Americas Powertrain Forecasting, LMC Automotive
3:00PM Implications on trade laws and the silicon and solar industry
James May, CEO, Midland Silicon Company
3:30PM Networking break

Roundtables

4:00PM Silicon metal and renewables

Discussions include:

  • How have trade laws impacted the silicon industry?
  • Silicon metal: How has the industry been affected by the aluminium tariffs?
  • What opportunities are available for silicon in the renewable energy market?
James May, CEO, Midland Silicon Company
Peter Koenig, Of Counsel Attorney, Squire Patton Boggs
5:00PM Manganese alloy and ferrosilicon

Discussions include:

  • The disconnect between prices for manganese ore and ferromanganese
  • What is the supply and pricing outlook for manganese ore?
  • How has the Chinese manganese market been affected by the environmental regulations?
  • What is the global impact of reduced ferrosilicon production in China?

 

Pedro Larrea, CEO, Ferroglobe
6:00PM End of day one

Day Two: Friday, September 28, 2018

8:30AM Registration desk opens
8:45AM Opening remarks

Roundtables

9:00AM Ferrochrome and chrome ore

Discussions include:

  • High carbon versus low carbon steel demand
  • Sector 232: How has it affected the North American market? 
  • What are the opportunities and risks for Cr contained raw materials in USA and global markets? 
  • What challenges have come about as a result of the graphite electrodes shortage?
  • Volatility in Cr market in 2018 versus the last 3 years: Is stability sustainable? 
  • Geographical and timing dimensions for prices: Spot versus long term, what is the way forward? 
Barry Lazar, CEO, MEDIMA
Chris Weld, Partner, Wiley Rein
Dmitry Pastour, Ceo, UniChrome AG
10:00AM Ferronickel

Discussions include:

  • Tariffs: Does it have implications for ferronickel?
  • Given the growing demand for nickel in batteries, will nickel producers find it harder to compete for higher grade nickel?
  • How are major miners reacting to the surge of sulphate demand?
  • Investment: What is necessary to secure the nickel supply in both battery and stainless steel?
Mark Selby, President and CEO, Royal Nickel Corporation
11:00AM Molybdenum

Discussions include:

  • Price volatility in 2018: Taking a closer look at supply and demand dynamics
  • How is the oil and gas sector impacting the demand and price of molybdenum?
  • Will the supply side take advantage of growing demand for copper, with molybdenum being a by-product?
Christopher Kavanagh, Senior Pricing Reporter, American Metal Market
Chris Gnann, Director Global Metallurgical Sales, Climax Moly Mkt Corp
12:00PM Vanadium

Discussions include:

  • How much capacity and consumption is there globally and more specifically in China?
  • Are the high prices sustainable?
  • If prices drop, will investment come in for battery research and new projects?
  • Chinese environmental regulations: How have they impacted the global vanadium industry?
  • Sector 232: How does this legislation affect steel mills?  
  • How will a possible future increase in vanadium production impact the titanium market?
Mark Smith, Chief Executive Officer, Largo Resources
Paolo Rizzo, Director Of North America, Sideralloys NA
Terry Perles, President, TTP Squared Inc
1:00PM End of day two and networking lunch

Silver