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Agenda

10:00 - 10:05 EST
Conference words of welcome



Tom Dobbins, President & CEO, The Aluminum Association
John Ball, President, North America, CRU

10:05 - 10:15 EST
Vignette: From COVID to decarbonization – Aluminum’s future direction in the midst of unprecedented global changes

This opening vignette will analyze China’s new role and the end of global surplus, the costs and benefits of decarbonization trough the supply chain, trade actions and appraise how the emerging inflationary environment will impact aluminum
Gregory Wittbecker, Advisor, CRU

10:15 - 11:10 EST
Panel discussion: Global Perspectives: Is global cooperation in trade still possible?

  • How will trade differences be resolved to promote multi-lateral trade in aluminum
  • The OECD continues to point to industrial subsidies within many countries, how will the playing field be leveled
  • How will de-carbonization be integrated into trade agreements

Speaker:
Jean Simard, President and CEO, Aluminium Association of Canada
Gerd Gotz, Director General, European Aluminium
Tom Dobbins, President & CEO, The Aluminum Association
Yoshihisa Tabata, Executive Director, Japan Aluminium Association
Gregory Wittbecker, Advisor, CRU

11:10 - 11:15 EST
Ask the audience – Slido Poll

What do you see as the three main challenges that the aluminum industry faces in the coming years?
Gregory Wittbecker, Advisor, CRU

11:15 - 12:00 EST
Panel discussion: Primary Aluminium Supply-Demand: Is the era of China systemic surplus over?

  • Is the era of Chinese export surplus over?
  • China primary production cap and growing rotation of investment from primary to recycling
  • China’s introspective view on future growth driven by domestic consumption & not exports
  • Scarcity of supply in the World outside China, the surplus of the GFC is gone
  • Outlook for LME and SHFE futures prices as an incentive price for restarts and greenfield investment must rise to reflect Western World capex costs NOT China
  • Outlook for physical premiums given influences of Section 232 and carbon taxation

Ed Meir, Director, Commodity Research Group
Gregory Wittbecker, Advisor, CRU
Eoin Dinsmore, Head of Primary & Products, Aluminium, CRU

12:00 - 12:05 EST
Ask the audience – Slido Poll

When do you expect a structural deficit to emerge?
Steve Williamson, Research Manager, Aluminum, CRU

12:55 - 13:35 EST
Panel discussion: Recycled Aluminum: Rising importance in a carbon-constrained world

  • Expanding investments in the recycling industry
  • Challenges facing secondary processors with demise of ICE
  • Absorbing the growing supply of ABS and Class scraps
  • Potential for UBC deposit and game-changing effect
  • Substitution effect of recycling for primary in decarbonization

Matt Meyer, Commercial Manager- Metals Group, David J Joseph Company
Richard Mayenknecht, Vice President, Non Ferrous, EMR Group USA
Michael Boyle, President, Owl’s Head Alloys
Scott Keller, Manager, Non Ferrous, David J Joseph Company
Gregory Wittbecker, Advisor, CRU

13:35 - 13:40 EST
Ask the audience – Slido Poll

Industry wide targets to surpass a 90% recycling rate and to increase the global average recycled content to as much as 85% have been proposed. What time frame is realistic for these goals?

National deposit legislation has been strongly opposed for years by major brand-owners, how likely do you believe opposition will lessen due to ESG end Extended Producer Responsibility (EPR) risks
Gregory Wittbecker, Advisor, CRU

13:50 - 14:35 EST
Panel discussion - Demand Growth Opportunities: Multiple paths to high growth in this era of fast changing markets

  • Alternative energy- Outlook for growth in solar and wind as a driver of aluminum
  • Automotive demand- transition from ICE to EV
  • Can demand- is the surge in aluminum can demand sustainable
  • Construction- when does sustainability permeate basic construction demand choice?
  • Competing Material threats-is there a real concern over material substitution?

Buddy Stemple, CEO, Constellium
Henry Gordinier, CEO, Tri-Arrows Aluminum
Charlie Murrah, Executive Vice President, Metals, Southwire Company
Mike Keown, Chief Executive Officer, Commonwealth Rolled Products
Spooner Ward, Vice President Sales and Marketing, Novelis
Steve Williamson, Research Manager, Aluminum, CRU

14:35 - 14:40 EST
Ask the audience – Slido Poll

What do you see as the 3 biggest opportunities for aluminum demand?
Steve Williamson, Research Manager, Aluminum, CRU

14:50 - 15:30 EST
Supply Chain: Global supply chains under stress, temporary or paradigm shift

  • How long with the global container dislocation effect continue?
  • Are domestic truck costs permanently shifting higher due to driver shortages and will autonomous trucks be the answer?
  • Are U.S. ports capable of coping with the offshore dependency of our supply chains
  • Will Mexico be the first beneficiary of “on-shoring “to North America versus domestic investment

Richard Coleman, General Manager, Operations, Ingram Logistics
Dan Titus, President, Paige Trucking

15:30 - 15:35 EST
Ask the audience – Slido Poll

What is the most important trend that you see occurring in the supply chain? 
Steve Williamson, Research Manager, Aluminum, CRU

15:45 - 16:35 EST
Panel discussion : Decarbonization: Changing material choices in a carbon-constrained world

  • How carbon costs radically change the cost curve
  • Could shift trade flow into EU and other markets with carbon border adjustment mechanisms; how the EU Carbon Border Adjustment Mechanism works, and could it spread to other jurisdictions?
  • Does this kill China’s ability to compete into those markets?
  • Debate over low carbon versus high premium pricing
  • How financing will drive decarbonization
  • Recycled content’s role in reducing the carbon intensity of semi-fabricated and cast products

Duncan Pitchford, Head of Product Supply and Joint Venture Offtake, Hydro Aluminium
Tim Reyes, Executive Vice President and Chief Commercial Officer, Alcoa
Gregory Wittbecker, Advisor, CRU
Paramita Das, General Manager, Global Marketing and Development, Rio Tinto

16:35 - 16:45 EST
Ask the audience - Slido Poll

What are the biggest challenges associated with decarbonisation and ESG?
Gregory Wittbecker, Advisor, CRU

16:45 - 16:55 EST
Have your opinions changed – Slido poll

Of today’s sessions, which topic has the greatest potential to drive strategic investment?
Steve Williamson, Research Manager, Aluminum, CRU
Gregory Wittbecker, Advisor, CRU

16:55 - 17:00 EST
Closing remarks



Tom Dobbins, President & CEO, The Aluminum Association
John Ball, President, North America, CRU

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