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Agenda

9:10 AM - 10:30 AM
Decarbonisation strategies - how key producers are adapting their business’ to contribute to meeting global climate goals
  • Company ambitions and targets
  • Implementation plans to achieve these
  • Challenges and opportunities – technology/R&D, capital investment, access to energy/scrap

11:00 AM - 12:30 AM
Outlook, prices & premiums – debating the outlook for primary aluminium, semis and downstream products
  • Global macro and energy crisis - impact on demand
  • Outlook for semi-finished, rolled and extruded product growth
  • Electric vehicles and demand
  • Smelting capacity review and outlook
  • What is the outlook for the market balance in the short to medium term?
  • LME prices through 2023

14:00 AM - 15:30 AM
Disclosure and data transparency – push and pull for non-financial information
  • CRU’s Emissions Analysis Tool
  • Pathways and emissions - the difficulty of verification and data
  • Non-GHG data and disclosures
  • Downstream data and assurance    – flow of info through supply chain / chain of custody

16:00 AM - 17:00 AM
Sustainability-linked financing for the aluminium sector -– if the aluminium sector requires $1 trillion of investment over the next 30 years to meet a 1.4 degree future, what are lenders looking for to support this capital flow:
  • Harmonised accounting principles (e.g. Horizon Zero Aluminium)
  • Portfolio oriented metrics (e.g. Center for Climate-Aligned Finance and investor portfolios)
  • Sector specific and sector agnostic indicators
  • Beyond GHG (e.g. ASI Performance Standard)

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9:00 AM - 10:30 AM
Investments and expansion – exploring key developments in aluminium production capacity through the supply chain
  • Indonesia’s pursuit of value-added investment
  • Focus on US downstream investments
  • Expansions in MENA
  • Chinese overseas investment strategy

13:30 AM - 14:30 AM
Trade and Competitiveness – examining the impact of key policies such as the European Green Deal
  • CBAM and Carbon Taxation - The transformative effect of the green transition on international trade
  • Proposed EU Directive on Corporate Sustainability Due Diligence
  • Proposed EU Directive on Green Claims – to tackle greenwashing risks

14:30 AM - 15:30 AM
Recycling - Decarbonization and attractive scrap discounts are driving demand and investment
  • Supply – Will the Up-grading of twitch to mill-grade segregated alloy fill the “new scrap gap” and to what extent will new production scrap supply grow?
  • Demand – What is the prognosis for deposit bills and to what extent will new rolling mill investments create a supply deficit in their absence?
  • Market structure – focus on strategic alliances between mills and scrap dealers
  • The outlook for global scrap trade flows

16:00 AM - 17:00 AM
Bauxite and alumina – This session will focus on the supply and demand for bauxite and alumina and will include a deep dive into the Guinean mining sector
  • Following 2022 lows in alumina prices at the end of last year – what can we expect for 2023?
  • The impact of new alumina projects on the structural surplus - What upside and downside impact will mitigating factors such as costs, demand and seasonal effects have?
  • Bauxite prices hit 14 year highs in 2022 – How will prices trend in this year?
  • Spotlight on Bauxite mining in Guinea - Opportunities and threats
  • Resource nationalism, ESG, ocean freight, ore quality, costs, reserves & investments, government

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9:30 AM - 12:30 AM
Stream 1 GHG accounting methodologies, Stream 2 Supply chain due diligence for the aluminium sector

Stream 1: GHG accounting methodologies - This workshop will provide a deep dive into the various ongoing GHG accounting and methodologies and pathway initiatives, with a focus on the development of methods for ASI Entity level pathways. in the aluminium, financial and downstream sectors

It will include a discussion of, among other issues, sectoral pathways (Mission Possible Partnership, International Aluminium Institute), product-level accounting (RMI Horizon Zero) including environmental burden of scrap, financial portfolio-level tools (Center for Climate Aligned Finance), Entity-level accounting and pathways (ASI), traceability (scope 3) data transparency (ASI, IAI, CRU) and recycled content measurement (CMI)

Stream 2: Supply chain due diligence for the aluminium sector

This workshop will provide an interactive overview of

  • The OECD Due Diligence Guidance for Responsible Supply Chains of Minerals from Conflict-Affected and High Risk Areas
  • The LME Responsible Sourcing Requirements for Aluminium Brands
  • The ASI Performance Standard V3 – requirements generally, role as a Track A standard for LME

Find Out:

  • The intent and requirements of these programs – due diligence as an ongoing proactive and reactive process
  • Implementation advice and training resources that are available
  • Answers or potential resources for your questions

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