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2024 AGENDA

 
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09:00

09:30

09:30 - 10:00

30 Minutes

Economic trends in USA, Europe and China

  • Exploring the impact of stimulus measures – focussing on China and the USA
  • Projecting growth rates in industrial production and GDP
  • What is the outlook for CPI inflation and interest rates?
  • How significant is the risk posed by energy prices in 2024 and beyond?
  • Analysing manufacturing and service PMIs
  • Whilst Chinese economic outlook is more bullish, construction and manufacturing still face head winds, what growth levels are projected?
  • Currency market outlook
  • Exploring the impact of stimulus measures – focussing on China and the USA

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Speakers
Moderator

10:00

10:00 - 10:25

25 Minutes

Steel market outlook

  • Long term economic trends in China including stimulus and property
  • Analysing key demand indicators such as IP and construction in ROW
  • Will growth in ROW pick up the slack from China’s steel production slowdown - What is the outlook for global crude steel production?
  • Is there enough iron pellet supply in Europe to ramp up production?
  • Focussing on key risks in the energy markets.

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Speakers
Moderators

10:25

10:25 - 10:50

25 Minutes

High Quality Development of China Steel Industry

Speakers
Moderator

10:50

10:50 - 11:20

30 Minutes

Break

11:20

11:20 - 12:30

70 Minutes

Examining the landscape for the iron ore market

  • Key supply side themes in traditional areas in Australia, Brazil,  South Africa and the new emerging countries
  • To what extent will low inventories in China and Europe support prices?
  • India is expected to transition to iron ore imports – what impact will this have on the market?
  • What is the outlook for the low-grade market and what discounts can be expected?

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Speakers
Moderator

12:30

12:30 - 14:30

120 Minutes

Lunch

14:30

14:30 - 15:30

60 Minutes

Exploring the outlook for metallurgical coal and coke supply and demand – will undersupply go away?

  • The metallurgical coal market has seen a prolonged period of undersupply – now that the factors that disrupted supply wane, what can be expected for supply and prices in 2024?
  • ESG concerns have resulted in under investments in met coal will the situation change significantly?
  • With over 6% of y/y growth in hot metal production in the ex. China market projected for 2024 – what is the outlook for metallurgical coal consumption and imports?
  • What is the outlook for Chinese hot metal production and metallurgical coal demand?

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Speakers

15:30

15:30 - 16:00

30 Minutes

Break

16:00

16:00 - 16:30

30 Minutes

Forseeing of DRI and Pellet market in China

  • Will the High-quality development in China give the most stimulus in China’s process of steel decarbonization?
  • DRI is increasingly recognised as an important enabler of decarbonisation. How do the many projects under development, impact supply?
  • How is the market of Pellet in Europe and Japan?
  • Will China move dramatically to the DRI and Pellet market? What is the common situation now in China?

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Speakers

17:00

17:00 - 22:15

315 Minutes

20th Anniversary Shanghai Cruise

  • 17:00 – 17:30 Coaches depart from Marriott Marquis Hotel for Steelmaking Raw material conference delegates
  • 18:00 – 19:00 Boarding (stop boarding at 19:00)
  • 19:08 – 19:45 CRU China 20th anniversary ceremony/finger food
  • 19:45 – 21:30 Buffet/cocktail/Huangpu Cruise/live band
  • 21:30 – 22:00 Disembark at Qichangzhan Quay
  • 22:00 – 22:15 Coaches depart back to Marriott Marquis Hotel for Steelmaking Raw material conference delegates

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Close of day 1

09:00

09:00 - 09:25

25 Minutes

Green steel: different pathways for decarbonising the steel value-chain

Speakers
Moderator

09:25

09:25 - 09:50

25 Minutes

China Stainless Steel market outlook

  • Trends of special steel market in China
  • Will the High-quality development in China give the most stimulus in China special steel?
  • How is the stainless steel in China in the coming years?
  • With the development of stainless steel market in China , how to see the trends of Nickel, Chromium, Molybdum supply?

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Speakers
Moderator

09:50

09:50 - 10:15

25 Minutes

The Analysis of Nickel, Chromium requirements in Stainless Steel Industry

Speakers
Moderator

10:15

10:15 - 10:45

30 Minutes

Metallics

  • Exploring the outlook for global EAF production – what does this mean for scrap and DRI demand and how will that differ from pig iron?
  • With limited scope for additional scrap demand amongst traditional exporter – How significant will additional scrap supply in NE Asia and China be?
  • To what extend will increased EAF production in the USA reduce scrap exports?

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Speakers
Moderator

10:45

10:45 - 11:30

45 Minutes

Break

11:30

11:30 - 12:45

75 Minutes

Freight Market in 2024

  • What is the outlook for freight rates and growth in the dry bulk sector in H2 2024 and beyond?
  • What are the key influencing factors in 2024 and beyond?
  • Trends in China’s bulk goods transportation and  Trends in High tech/AI used in transportation of bulk goods

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Speakers
Moderator

12:45

12:45 - 14:30

105 Minutes

Lunch

14:30

14:30 - 16:00

90 Minutes

Session I: Gavanizing and Coloring Materials in Steel for New Energy Requirements

  • Decarbonization of Steel industry in China
  • What is the new breakthrough in the steel industry in China to achieve Green?
  • Which will be the stimulus in the use of Steel in New Energy Market of 2024 and beyond?
  • What are the key impact that the New Energy Market brings to steel industry?
  • Trends in High tech/AI used in steel industry to support the new booming market

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Speakers

16:00

16:00 - 16:30

30 Minutes

Break

16:30

16:30 - 17:45

75 Minutes

Session II: Opportunities of Steel Using in Power Industry

  • What does China’s great effort in the process on Decarbonization bring to Power Industry
  • Opportunities of the Steel Consumption in Power Industry with the Changes

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Speakers

Close of day 2

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