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14:00 - 16:30
Value-added premiums workshop

  • Cast-house shapes costs and optimising smelter product mix
  • Ingot premiums – the only way is up from here on in?
  • Valued added shapes – will billet upcharges remain under pressure; what lies in store for other shapes upcharges?

09:05 - 10:45
Keynote session

Seize the opportunities in China to promote the sound development of the aluminum industry
Lu Dongliang, Executive Director & Senior Vice President, Chalco

Delivering a responsible future
Tolga Egrilmezer, Vice President, Sales and Marketing, Rio Tinto Aluminium

From grey to green - Turning an industry challenge into a Hydro advantage
Katherine Fog, Vice President - Corporate Strategy & Analysis/Energy, Norsk Hydro ASA

Green to Greener, a new approach to manufacturing with Aluminium
Sanjeev Gupta, Executive Chairman, Liberty House Group

Questions and answers

11:20 - 12:30
Session 1: Economic and trade developments

Panel discussion: Barriers to Chinese exports: Will the WTO case re-shape global aluminium trade?
Paul Williams, Head of Aluminium, CRU
Michael A. Bless, President, Chief Executive Officer and Director, Century Aluminum
Alan Price, Partner, Wiley Rein
Doug Hilderhoff, Senior North American Aluminum Analyst, CRU

How will geo-political uncertainty impact the economic outlook?
  • Are we heading for a sharp downturn in China?
  • What is the likelihood of a renimbi devaluation?
  • Will the Trump administration cause teh dollar to strengthen?
  • How much should we fear American protectionism?
  • What are the prospects for EMs?
  • Is the oil market rebalancing?
Andrew Kenningham, Global Chief Economist, Capital Economics

12:25 - 12:30
Questions & answers

12:30 - 13:20
Session 2: Advanced recycling

Panel discussion: Opening the market to more post-consumer scrap - examining developments in collection, sorting and processing
Will Savage, Chief Executive, ALFED
Adrian Tautscher, Sustainable Aluminium Strategies, Materials Engineering, Body Engineering, Jaguar/Land Rover
Geoff Scamans, Chief Scientific Officer, Innoval Technology
Chris Bayliss, Deputy Secretary General, International Aluminium Institute
Eoin Dinsmore, Principal Consultant, Aluminium, CRU

14:30 - 14:55
Session 2: Advanced Recycling continued

Design for recycling
  • Key challenges and opportunities in aluminium recycling
  • Exploring advancement in product design and recycling efficiency
Susanne Rothstein, Vice President, Communications & CSR, Sapa
Erika Ahlqvist, Executive Vice President, Communication & CSR, Sapa

14:55 - 15:50
Session 3: Raw Materials

Are we entering a period of oversupply in the bauxite market?
  • Outlining the key supplier risks in the bauxite sector
  • What is the long-term outlook for freight rates – how susceptible are Chinese alumina refineries to price increases?
Anthony Everiss, Senior Consultant, CRU

Outlook for the alumina market
  • Supply/demand and cost outlook for alumina
  • Chinese sustainability and environmental issues
  • Comparing the progress of alumina price indices and bauxite price reporting

Andrew Wood, Group Executive Strategy & Development, Alumina Limited

Question and answers

16:20 - 17:35
Session 4: Energy and power

Thermal coal – is the era of Chinese cost-deflation over?
  • Forecasting the outlook for thermal coal prices
  • Chinese policy and its impact on thermal coal production
  • Why does the thermal coal price matter to the Chinese aluminum sector?
Adam Parums, Bulk Raw Materials Supply Side Analyst, CRU

The Paris agreement - what is really going to happen?
  • The 2015 Paris Climate Change Agreement: the framework, the politics, and the dynamics of implementation 2017-2025
  • Implications for energy-intensive sectors, such as aluminium – especially on competitiveness between regions, and between materials
Christopher Beauman, Senior Adviser, European Bank for Reconstruction and Development

Fundamentally changing the way primary aluminium smelters consume energy
  • New EnPot technology enables smelters to vary consumption, by up to + or - 30%
  • Enabling semlters to move from being dead-end users of power to becoming an integral part of the energy grid
 Allow smelters to take advantage of the incrested use of generation from renewable energy sourcees
 Enable new relationships and contracts to be formed between smelters, governments and power generators
 Help nations achieve CO2 emissions targets under COP21
Geoff Matthews, Vice President, Energia Potior

Close of day one

09:00 - 10:30
Session 5: Prices and preminium

Panel discussion: Prices and premiums outlook
  • Are we reaching an inflection point and will aluminium prices fall?
  • Can the US cope with being the largest importer of aluminium – where next for the US premium?
  • What do US import requirements and the poor economics of holding metal, mean for LME spreads?
  • SHFE the new benchmark? Will the SHFE price have a greater role in global pricing?
Zaid Aljanabi, Principal Consultant, CRU
Michael Insulán, Senior Market Analyst, Eurasian Resources Group
Max Layton, Managing Director, Commodities Research, Global Investment Research, Goldman Sachs
David Wilson, Director, Metals Research and Strategy, Citi Research
Marco Georgiou, Managing Consultant, Aluminium, CRU
Vivienne Lloyd, Base Metals Analyst, Macquarie

11:00 - 12:55
Session 6: Rolled products and China through the supply chain

Steady as she goes or all change? Prospects for China's economy and aluminium consuming sectors
Grant Colquhoun, Group Economist, CRU

SMOG – Will environmentally led cuts put China into deficit?
Yanchen Wang, Senior Consultant, CRU

China’s rolled aluminium industry and its impact on the global market
  • Development of the Chinese rolled aluminium industry
  • Future trends and possible development scenarios
  • Granges position as a global rolled aluminium actor
  • How Granges strategically position its China business
Torbjörn Sternsjö, Senior Vice President Technology & Business Development, Gränges AB

The influence of Chinese rollers on competition in Europe and Turkey
  • China as seen from the perspective of the European rolling sector
  • Customer’s perspective
  • How can we compete? Assan Alüminyum as a case study)
Göksal Güngör, General Manager, Assan Alüminyum

Questions and answers