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Agenda

14:00 - 17:00
Workshop - Value Added Products

  • How will the on-going attractiveness of pre-consumer scrap drive future investment in secondary casting capacity for rolling mills and extruders in ROW? Will primary VAP demand suffer as a result?
  • How long will China continue to exercise restraint in NOT allowing primary-based VAP casthouse products  to be exported under guise of “semis”..not only getting around the primary export duty but collecting the semis rebates?
  • At what point does obsolete grade scrap begin to creep into casthouse melt formulation, as technology improvements allow low grade scraps to be upgraded and cleaned up to be used in slab, billets, PFA and rod?
  • Crushed 356 wheels stealing market share away from PFA in N America - What does the future hold for this substation?
  • Which specialised alloys are leading to more in-house casting?


09:10 - 10:45
Keynote session - World aluminium markets

  • Has China done enough to address overcapacity?
  • What has happened as a result of the trade war, and why are Chinese exports continuing to boom?
  • The financialisation of the alumina market – what is the uptake going to be like?
  • Is the primary aluminium demand boom over?
  • Price and profitability – what is the outlook for investment?


Lu Dongliang, President, Chalco
Inga Simonenko, Head of Market Intelligence, RUSAL Marketing GmbH
Tolga Egrilmezer, Vice President, Sales and Marketing, Rio Tinto Aluminium

11:45 - 12:10
Focus on the Turkish aluminium industry




Erol Metin, Secretary-General, Turkish Aluminum Industrialists Association

13:40 - 15:10
Demand outlook

  • Cantock – will the plastic backlash boost aluminium packaging?
  • Auto – Is a bounce back in automotive going to come?
  • Aluminium’s future in the EV market
  • Aluminium stewardship initiative
  • Has the sustainability of aluminium been underplayed in construction?


15:40 - 17:00
Scrap

  • China import ban – where will the surplus scrap go?
  • Will low grade scrap processing technology lead to primary demand displacement?
  • What are today’s limits to scrap usage?
  • How can the secondary sector survive with such tight margins?


09:00 - 10:30
Alumina and raw materials

  • The financialisation of the alumina market – Will this pricing mechanism prove successful?
  • Impact of Alunorte over the past months - Has the end come for Chinese alumina exports?
  • Guinea continues to dominate merchant bauxite growth
  • Outlook for petroleum pitch
  • The impact of IMO 2020 on freight rates - Price and market outlook for bauxite and alumina 


Andrew Wood, Group Executive Strategy & Development, Alumina Ltd

11:00 - 12:30
Prices and premiums

  • Will the demand slowdown depress aluminium prices?
  • How much unreported stock is in the market?
  • LME backwardations – get ready for the big one!
  • LME/SHFE arbitrage – will it continue to depress Chinese and support exports?


Duncan Hobbs, Research Director, Concord Resources Limited
Eoin Dinsmore, Head of Primary & Products, Aluminium, CRU

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