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Agenda Overview

DRI & Mini-mills 2018: Day One: Tuesday, November 27, 2018

7:30AM Registration opens
8:55AM Welcome address from Fastmarkets AMM

Session I: Charting America’s new landscape: tariffs, NAFTA and economic growth

9:00AM A Decade Later: What Has Changed and What Hasn’t (Yet)

Moderator: Nat Rudarakanchana, Steel Reporter, Fastmarkets AMM

Tamara Lundgren, CEO, Schnitzer Steel Industries
9:30AM Section 232 and trade wars

Moderator: Nat Rudarakanchana, Steel Reporter, Fastmarkets AMM

  • Following the U.S. Trade Representative (USTR)’s investigation, how will the Section 301 investigation change the trade flow between China and the USA?
  • What is likely to be the short-term and long-term impacts of current trade tariffs?
  • What are your thoughts on the result of the US mid-term elections, and how do you see the results affecting the implementation of these trade tariffs?
  • How are the Department of Commerce and USTR looking at granting exemptions to companies or for specific products across sectors? What is motivating their decision-making?
Donald Cameron, Partner, Morris, Manning and Martin LLP
Roger Schagrin, President, Schagrin Associates
Samir Kapadia, Principal, Chief Operating Officer, The Vogel Group
10:15AM Networking refreshment break
10:45AM Turkey’s procurement of raw materials for steelmaking

Moderator: Thorsten Schier, North American Steel & Ferrous Scrap Editor, Fastmarkets AMM

  • An overview of Turkish steel production and raw material needs of steelmakers.
  • An outlook for global scrap market.
  • Which factors affect the preferences of Turkish steel producers for scrap grades and origin? What are the reflections of these preferences to the US?
  • How has this year’s domestic demand for Turkish steel products - and the Section 232 tariffs - affected Turkish mill buying of US steel scrap? 
  • What are the challenges in 2019 for Turkey and what does this mean for the importation of ferrous scrap?
Ismail Kursad Korkmaz, Chief Purchasing Officer, Oyak Mining Metallurgy Group
11:15AM Macro-economic issues that are shaping the US steel industry

Moderator: Thorsten Schier, North American Steel & Ferrous Scrap Editor, Fastmarkets AMM

  • On overview of the USA's GDP trajectory and interest rates: what opportunities are being created for steel mills?
  • Has there been any noticeable impact to the steel industry since the US withdrew from the Paris Climate Accord over one year ago?
  • What benefits have US trade tariffs brought to the steel supply chain and what could be future developments?
  • Is there the possibility of unintended consequences harming the steel industry?
Adam Green, Managing Director, World Steel Dynamics
11:45AM Trilateral panel: NAFTA and the steel supply chain in North America

Moderator: Thorsten Schier, North American Steel & Ferrous Scrap Editor, Fastmarkets AMM

  • With a tentative agreement reached on NAFTA (aka USMCA pending government approval), what parts make you feel positive about the future?
  • Is it possible that end-consumers have suffered under the Section 232 tariffs and that companies may still move industries away from the USA?
  • Does applying tariffs on Mexican and Canadian steel imports to the US not break the free trade parts of NAFTA?
Adalberto Becerra, Deputy Director of Planning and Finance, Roca Acero S.A. de C.V.
Tom Meloche, General Manager, K-Scrap Resources Ltd
Nikhil Shah, President, Scrap Metal Services Brownsville

Session II: Procuring feedstock for steel mills

12:30PM Interactive polling: Fastmarkets AMM's scrap pricing

Moderator: Lee Allen, Metals Analyst, Fastmarkets MB

  • What does Fastmarkets AMM take into account when settling prices?
  • Which recent regional trends have been of particular interest? 
  • What’s changed for Fastmarkets AMM’s scrap prices?
  • How does Fastmarkets AMM’s settlement work and how is it accomplished?

Fastmarkets AMM’s presentation will be followed by a Live Polling session. Simply open the Slido app and answer the Live Polls and our team will respond to your questions.

Thorsten Schier, North American Steel And Ferrous Scrap Editor, Fastmarkets AMM
Lisa Gordon, Correspondent, Scrap, Fastmarkets AMM
1:00PM Networking refreshment lunch
2:15PM Analyzing the balance between scrap and metallics

Moderator: Adam Green, Managing Director, World Steel Dynamics

  • Finding the right balance: availability, prices and iron ore content.
  • Casting an eye to South America, what are the latest developments with Venezuela’s HBI production and Brazil’s Samarco’s reopening?
  • To what extent is their more space for a greater degree of metallic products to enter the US?
  • Where could a new supply of DR grade pellets come from?
  • As iron ore pellets remain high but the DRI premium remains higher, how does this affect purchasing decisions?
  • How will it pan out if the USA continues to import pig iron and scrap to feed hungry steel mills? Given time, could US industries displace these imports?
Chris Barrington, Secretary General, IIMA (International Iron Metallics Association)
Jeremy Jones, President, Continuous Improvement Experts
3:00PM Disruptions and the US Steel Industry

Moderator: Adam Green, Managing Director, World Steel Dynamics

  • Is it correct that the steel industry continues to blame imports for current levels of domestic performance?
  • What are the issues when using cost curves within the steel industry?
  • How can companies adapt to constant disruptions within the supply chain?
Russell Egge, Partner, Egge & Alexander Associates
3:30PM Networking refreshment break

Session III: What keeps the steel industry moving?

4:00PM Reaching customers from across the United States

Moderator: Nat Rudarakanchana, Steel Reporter, Fastmarkets AMM

  • An overview of the flow of steel from the ‘steel capital of North America’ to the wider United States.
  • What volume of steel does the Port of Indiana handle and how does this benefit steel mills as well as their consumers? 
  • What advantages does the Port of Indiana have that earned it Fastmarkets AMM’s Logistics/Transportation Provider of the Year?
Vanta E Coda II, CEO, Ports of Indiana
4:30PM Time to hit the road: what is needed and what can be provided?

Moderator: Nat Rudarakanchana, Steel Reporter, Fastmarkets AMM

  • What are the current challenges that face customers, but also the logistic companies themselves?
  • What is being done to improve driver retention and attract new workers to the transportation industry? Who has the ability to make a difference?
  • With more micro-mills appearing, would it be easier for them to secure scrap locally and not further afield as other mills do?
  • ELD Trucking: has this legislation been a help or a hindrance?
Daniel Titus, Owner, Page Transportation
Chad Sutter, Sales And Logistics, Cooper/Consolidated
5:00PM End of day one and networking cocktail reception

DRI & Mini-mills 2018: Day Two: Wednesday, November 28, 2018

Coffee and Registration

7:30AM Morning registration

Please arrive at the main Registration Desk in order to collect your badges and to start Day Two with a hot cup of coffee.

Registration will be open from 7:30am and will stay open for the duration of the morning.

You can register at any time and can choose to attend Fastmarket AMM's Breakfast Briefing or arrive later for the main content to begin at 9:00am.

Fastmarkets AMM's Breakfast Briefing

8:00AM Ferrous scrap futures

Start the morning of Day Two the right way with Fastmarkets AMM’s Breakfast Briefing. Join us for breakfast and hot coffee as Fastmarkets AMM delves into the subject of ferrous scrap futures.

Regardless of where you sit in the ferrous supply chain, buying and selling at the right rates is essential, so come join us and find out how ferrous scrap futures contracts can help mitigate your risk and support your business.

Please arrive in the Steel Scrap room for this information.

Guest Speakers include:

Steve Sladoje, Chief Operating Officer, Nasdaq Futures Inc
Jonathan Fish, Trader - Ferrous products, Javelin Global Commodities UK Ltd
Grace Lavigne, Price Development Manager, North America, Fastmarkets AMM
Andre Marshall, President, Crunch Risk LLC
Young-Jin Chang, Executive Director, Global Head Of Metals, CME Group
8:55AM Welcome address from Fastmarkets AMM

Session IV: DRI and future upgrades to the steel industry

9:00AM Rio Tinto: from sinter fines to high grade IOC DR pellets. Adding value in a global market

Moderator: Jeremy Jones, President, Continuous Improvement Experts

Renard Chaigneau, Manager Technical Marketing - Iron Ore, RioTinto IOC
9:30AM What does the future look like: DRI production, micro-mills & mini-mills

Moderator: Jeremy Jones, President, Continuous Improvement Experts

  • As we look for the next generation of steel mills, are micro-mills the next step?
  • Is the micro-mills’ steel production limited or enhanced by their localized position?
  • Are micro-mills only profitable because of the positive environment surrounding steel or are they able to survive the cyclical downturns of this industry?
  • The US market still has space available for increased metallics so who is likely to bring this material into the US?
  • Will cheaper gas prices fuel the USA’s DRI sufficiency?
  • Which strategies can be implemented to produce DRI at a competitive price?
Joseph Poveromo, President, Raw Materials & Ironmaking Global Consulting
Russell Egge, Partner, Egge & Alexander Associates
Jeremy Jones, President, Continuous Improvement Experts
10:15AM Networking refreshment break

Session V: Anticipating the next advancement in mini-mills

10:45AM Technology panel: latest developments from market leaders

Moderator: Angelo A. Manenti, President, Metal Consulting

  • How can steel mills collect relevant and accurate data in order to improve their operations?
  • Impact of automation on the steelmaking workforce and the benefit of leveraging collaborative relationships. 
  • How can technology companies help overcome the shortage of DR grade pellets in steel consumption?
  • Impact of automation on the steelmaking workforce and the benefit of leveraging collaborative relationships. 
Mark Boedecker, Director - Sales, Midrex Technologies Inc
Andres Villa, After Sales Manager, Tenova HYL
Angelo Manenti, President & Ceo, Metal Consulting LLC
Anthony Dean, Chief Commercial Officer, Danieli Taranis
11:45AM A projection of the current DR grade pellet shortage

Moderator: Joseph Poveromo, President, Raw Materials & Ironmaking Global Consulting

  • A recap of the current DRI/HBI supply situation and a look at the most notable project developments.
  • Leading on from the above, what is the forecast for future global DRI production and associated pellet demand? 
  • Considering tight supply and strong demand, what is the outlook for DR pellet supply?
Chris Barrington, Secretary General, IIMA (International Iron Metallics Association)
12:15PM Direct Reduction in a World of Information

Moderator: Joseph Poveromo, President, Raw Materials & Ironmaking Global Consulting

  • Confronting industry challenges, including raw material shortages, environmental restrictions and process synchronicity, from a digitalization perspective.  
  • Maximizing the availability and product quality of a DR plant using MidrexConnect™, an analytics platform.
  • What are the benefits and challenges of data ownership in collaborative operational improvement?
  • Applying Industry 4.0 concepts towards DR plant technological improvement and the role of ACT™.
  • Leveraging relationships to manage the effects of advanced automation on workforce knowledge, process improvement, and navigating upset conditions.
Mark Boedecker, Director - Sales, Midrex Technologies Inc
12:45PM Networking lunch and Close of Conference
3:00PM Fastmarket AMM’s Hot-Rolled Coil Insight & Networking Event

All good things must come to an end, but on November 28th you don’t have to leave Chicago as soon as the DRI & Mini-mills conference is over.

Fastmarkets AMM is hosting an invitation-only networking event in the O’Hare Ballroom to celebrate the launch of our HRC Daily Index. This editorial insight event provides an intimate setting for participants to hear Fastmarkets AMM’s unique perspective on the current HRC market, short-term outlooks and price trends while networking with a select group of steel buyers, traders and producers.

Topics include:

Fastmarkets AMM: Our Past, Present and Future

  • Fastmarkets rebrand: what’s changed, what stays the same and why we did it
  • Fastmarkets AMM’s hot-rolled coil index: accurate, reactive and timely

Domestic HRC: No Time like Now

  • The hot-rolled coil market today: the impact of tariffs on prices and the supply chain
  • How might the US flat-rolled landscape change given M&A talk this year?

Domestic HRC: 2019 and beyond

  • What could 2019 bring for hot-rolled coil markets?
  • What are the key potential inflection points next year?

Don’t miss your chance to make connections and discover new business opportunities at Fastmarkets AMM’s exclusive event.

Click here to register your interest in attending this exclusive event!