Steel Tube & Pipe 2020

7:30AM Registration Desk Opens

9:00AM Welcome Address from Fastmarkets

9:05AM Chair Person's Opening Remarks

9:15AM Producers Panel: Strategies for 2020, Working Within the Current Market

• What new technologies are being utilised to increase efficiency and productivity?
• How is the strategy of producers changing to match the current market conditions on supply & demand?
• 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?

10:15AM Introducing SeAH's New Mill

10:30AM OCTG and Line Pipe Forecasting

• Will we see any recovery in OCTG demand in 2020 and beyond?
• Will we a see a recovery in the price as a result?
• What will 2020 have in store for Line Pipe? 

11:00AM Networking & Refreshment Break

11:30AM Raw Material Supply Outlook

• An overview of current raw material markets, how this will impact costs of production and supply in the future.

11:50AM Procurement Panel: Sourcing the Right Material for the Best Price

• 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?
• What is the pricing and availability of flat rolled steel inside and coming into the US?
• How has the supply of HRC been constrained within the market and how has this changed procurement strategies for welded pipe producers?

12:35PM Lunch & Networking Break

2:00PM Bankruptcies in the Energy Markets

• What trends are we seeing regarding bankruptcies in Oil and Gas?
• How could this shape the US energy markets in future?
• What does the future hold for American oil based on financing trends?

2:30PM Financing the Oil & Gas Industry

• With different areas of finance withdrawing from the Oil & Gas industry, where will the industry find its backing in the future?
• Will the stricter financial controls be a force for good for the industry?
• Is this trend a phase or a sign of things to come?
• How will this all impact the expansion of the industry?

3:00PM Networking & Refreshment Break

3:30PM Line Pipe Utilisation

• 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 are the chances of future line pipe bottlenecks in America?

4:00PM Outlook for Oil and Gas

• What is the picture of oil & gas prices and what market factors are impacted the price? 
• How has the US rig count changed since 2019 and does this remain the best indicator of measuring this industry, or should we turn to look at OCTG consumption per rig?
• Will we see continued decreasing in DUCs? Will there be any shifts in the parent/child well relationship?

4:30PM Joint Market Forecast Q&A

Your chance to ask our expert market analysts your pressing questions on the market.

8:30AM Registration Desk Opens

9:25AM Chair Person's Opening Remarks

9:30AM Distributors Panel: Supplying the Industry

• What strategies have been put in place to help clear through built up inventory?
• How are distributors preparing for future markets? Is demand expected to pick up?
• A year in, how has section 232 changed the procurement strategies of distributors? Is domestic procurement cost effective?
• Is there a danger that producers and end users will try and bypass distributors? What is preventing this from becoming widespread?

10:15AM Transporting Tube & Pipe

• How will demand for transportation services impact supply?
• Will we see any dramatic shifts in freight prices?
• What current trends are there in OCTG/Line Pipe transport?
• How has trade legislation impacted transportation?

10:45AM Networking & Refreshment Break

11:15AM Global Politics and American Trade Policy

• How has the US/China trade uncertainty impacted global trade flows?
• Are the tariffs and quotas currently in place effective? Or, do they need to be readjusted to today’s market?
• With 232 firmly in American trade policy, what has been the secondary impact of these measures? What opportunities have be found or lost?
• With increasing global instability, could we see a sudden spike in prices? If so is the industry ready to react?

12:00PM M&A in the Current Market: Is Bigger Better?

• What market factors are driving M&A transactions in 2019? Will the Steel 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?

12:30PM Conference Close & Networking Lunch