Home / Event / Agenda

Agenda

08:00 - 09:15
Breakfast briefing – Aluminium profitability and costs

  • Energy forecasts and price impacts
  • Investors positions and ramifications
  • Freight rate outlook
  • Exchange rates


Kelly Driscoll, Managing Consultant, CRU
Benjamin Thomas, Research Analyst, CRU

09:35 - 10:45
Keynote session: Aluminium - Looming shortages, or long-term surplus?

09:35 - 10:45
Keynote discussion: Primary Aluminium - Looming shortages, or long-term surplus?
  • Chinese supply reform:  myth or reality, and the drive for environmental control?
  • Opportunities and challenges in face of evolving US and Chinese policies
  • Will China abolish the 15% tax on primary exports?
  • US restarts and their impact on the market balance
  • Chair:
    Ron Knapp, Secretary General, International Aluminium Institute
    :
    Paul Williams, Head of Analysis, CRU
    Ao Hong, President, Chalco
    Tolga Egrilmezer, Vice President, Sales and Marketing, Rio Tinto Aluminium
    Tim Murray, CEO, ALBA

    11:15 - 12:15
    Session: Downstream - Renewed Opportunities

    11:15 - 12:15
    Panel discussion: The renaissance of the US aluminium industry
    • Downstream opportunities from on-shoring and trade actions
    • Effects of potential duties on US aluminum imports of primary and semis
    • Technological developments in the US rolling sector – what does it mean for rollers in other regions?
    • Rolled products construction trends

    Doug Hilderhoff, Senior North American Aluminum Analyst, CRU
    Craig T. Bouchard, Chairman of the Board and Chief Executive Officer, Braidy Industries
    Jesse Gary, Executive Vice President, Century Aluminum

    13:30 - 15:30
    Session: Downstream - Renewed Opportunities (continued)

    13:30 - 13:55
    Analysing the outlook in the Russian market
    Yury Mishin, Director for International Affairs, Russian Aluminium Association

    13:55 - 14:55
    Panel discussion: European aluminium industry - The phoenix from the ashes?
  • Rolled and extruded products market – new opportunities and challenges ahead
  • The growth of recycled metal – taking advantage of the scrap pool
  • Materials availability and premiums in the EU market
  • The impact of Brexit and UK re-industrialisation
  • Changing industry structure in extrusions
  • Rob van Gils, CEO, Hammerer Aluminium Industries
    Eoin Dinsmore, Head of Primary & Products, Aluminium, CRU
    Göksal Gungor, General Manager, Assan Alüminyum

    14:55 - 15:20
    Spotlight session: Chinese strategy: to buy or build outside China?
    • Domestic constraints vs. overseas expansion
    • China’s global position in rolled products in face of trade constraints
    • Long term economic trends and implications for aluminium demand?
    • Will replacement demand sustain construction demand in China?
    • When will the scrap gap be filled and displace primary metal demand?
    Yanchen Wang, Principal Consultant, CRU
    Wan Ling, Wan Ling Assistant Chief Representative China Office, CRU

    15:20 - 15:45
    Introducing the Iranian aluminium industry
    Mehdi Mostaghimi, CEO, SALCO

    16:15 - 17:15
    Session: The green energy revolution – Creating permanent divergence across commodity markets

    16:15 - 17:15
    Panel discussion: The sustainability factor
    • Sustainability, are aluminium companies doing enough to promote sustainability and address pollution?
    • ASI certification and the responsible production, sourcing and stewardship of aluminium
    • With demand from consumers for responsibly produced and low carbon products likely to increase – what further moves are we likely to see from producers?
    • The importance of sustainability to the downstream sector
    • Green premium and market creation opportunities
    Dr Fiona Solomon, Chief Executive Officer, Aluminium Stewardship Initiative
    Iñigo Pérez, Vice President Europe and Asia, Sales, Alcoa

    09:00 - 10:00
    Session: Raw Materials

    09:00 - 09:20
    Shifting Paradigms for carbon products
    • Is China fundamentally changing its approach to producing and exporting polluting materials?
    • Is there long-term shortages in carbon products that could limit restarts and expansions in primary?
    • Where is the calcined coke and the coal tar pitch going to come from?
    Guanghui Lang, Chairman, Sunstone Development. Co. Ltd

    09:20 - 10:00
    Assesing the bauxite and alumina market
    • An overview of the world alumina bauxite industry
    • Bauxite, alumina & aluminium industry of India and further growth potential
    • Can bauxite supply in Asia meet demand from China? Will China import more bauxite after the 2017-18 winter production cuts?
    • What’s the bauxite outlook? – Five years trends and forecast
    • Cost competitiveness – Global and industry cost curves
    • Environmental regulations – Challenges for new and existing bauxite mines
    Dr. Ashok Nandi, Secretary, International Bauxite, Alumina and Aluminium Society
    Anthony Everiss, Senior Consultant, CRU
    Thuong Nguyen, Economist, Resources Economics, Government of Australia

    10:00 - 10:30
    Session: Electric Vehicles – In demand

    10:00 - 10:30
    Product implications of EV development in the mid to long term
    Egil Hogna, Executive Vice President, Extruded Solutions, Hydro

    12:00 - 13:00
    Panel discussion - Price and premiums outlook

    • Energy, FX, freight and investor influences on the price
    • China macro and key economic factors
    • Inventory levels in China and ROW
    • Premiums outlook in US, Europe and Japan
    • Chinese production and export expectations
    • Outlook and impact of illiquid stocks
    • 2018/2019 aluminium price perspectives





    Zaid Aljanabi, Principal Consultant, CRU

    Testimonials