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Agenda 2018

Please find below last year’s World Aluminium Conference agenda. The 2019 agenda will be available in due course.

08:00 - 15:00
Site Visit

Liberty Pressing Solutions, a division of Liberty Engineering Group, specializes in the manufacture of BIW assemblies for automotive OEM’s and non-automotive applications. The Coventry facility covering 33,000m2 employs 635 associates and produces over 45 million parts per annum. BIW Pressed and welded assemblies manufactured by the company are assembled into 16 different vehicle platforms across its UK and European OEM customer base. The company has considerable experience in Aluminium stampings as the move to lighter vehicles continues. The Coventry facility is further complemented by its sister plant, based in Willenhall, whom serve the T1, T2 and Tier 3 businesses.
08:00:    Depart conference hotel
10.30:    Arrive on-site - Introduction
11.00:    Tour of facility
12.30:    Lunch
13.00:    Departure
15:00:    Arrive at hotel

13:30 - 16:00
Workshop: Aluminium Demand - Opportunities and Threats


Gregory Wittbecker, Senior Analyst, CRU
Jackie Wang, Consultant, CRU
Paul Williams, Head of Analysis, CRU
Eoin Dinsmore, Head of Primary & Products, Aluminium, CRU
Henry Van, Analyst, Aluminium, CRU

08:00 - 08:50
Breakfast briefing – Aluminium profitability and costs

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

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

09:00 - 10:45
Keynote session: Aluminium - Looming shortages, or long-term surplus?

09:00 - 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
    Jiang Yinggang, Senior Vice President, Chalco
    Tolga Egrilmezer, Vice President, Sales and Marketing, Rio Tinto Aluminium
    Tim Murray, CEO, ALBA
    Douglas Dawson, CEO, Liberty House Group

    11:15 - 12:15
    Session: Renewed Opportunities

    11:15 - 11:35
    Keynote presentation - The renaissance of the US aluminium industry
    Paul Williams, Head of Analysis, CRU
    Craig T. Bouchard, Chairman of the Board and Chief Executive Officer, Braidy Industries

    11:35 - 12:15
    Implications of the Current Trade Actions on Global Aluminum
    • Will the Section 232 action have a sustained effect on USA domestic metal premiums?
    • Will the corresponding rise in domestic premiums and prices encourage wholesale primary restarts and reinvestment ?
    • Will the Section 232 and 301 actions encourage more domestic mid and downstream production, rejuvenation
    • Will the Chinese response by imposing 25% duties on USA scrap cause a major upheaval in US scrap markets
    • Will restricted access to US market encourage China to redirect its exports elsewhere and can they replace that demand ?
    • Will a failure in Chinese diversion of exports encourage China to curtail primary production?
    • What reaction have we seen from OEM end consumers in terms of their response to higher metal costs
    Gregory Wittbecker, Senior Analyst, CRU
    Jesse Gary, Executive Vice President, Century Aluminum
    Heidi Brock, President & CEO, The Aluminum Association
    Doug Hilderhoff, Head of North America Aluminum, CRU

    13:50 - 16:00
    Session: Downstream - Renewed Opportunities (continued)

    13:50 - 15:00
    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
  • Chair:
    Henry Van, Analyst, CRU
    Kent Schölin, Senior Vice President Research & Innovation, Gränges
    Rob van Gils, CEO & Managing Partner, Hammerer Aluminium Industries
    Eoin Dinsmore, Head of Primary & Products, Aluminium, CRU

    15:00 - 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?
    Henry Van, Analyst, CRU
    Yanchen Wang, Principal Consultant, Head of China Aluminium Market and Cost, CRU

    15:20 - 16:00
    Introducing the Iranian aluminium industry
    Henry Van, Analyst, CRU
    Amir Mirchi, Managing Director, Auryce Advisory House
    Keynote speaker: Mehdi Karbassian, Deputy Minister & President, IMIDRO

    16:30 - 17:40
    Session: The green energy revolution – Creating permanent divergence across commodity markets

    16:30 - 17:40
    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
    Will Savage, Business Development Director, Liberty Aluminium Group
    Krista West, Director of Learning, Aluminium Stewardship Initiative
    Iñigo Pérez, Vice President Europe and Asia, Sales, Alcoa
    Djibril René, Manager Sustainability & Economic Data, European Aluminium

    08:10 - 09:00
    UC Rusal Update: developments & implications for the global aluminium market

    The US has sanctioned a number of Russian individuals and companies, including UC Rusal, in response to what the US Department of the Treasury’s Office of Foreign Assets Control (OFAC), in consultation with the Department of State, described as malign activity.

    As the largest producer of primary aluminium outside of China, UC Rusal is a significant, low cost producer in the global aluminium market.  In this session we will bring together aluminium market commentators to discuss short term implications for the market.

    • Bring everyone up to date with this developing situation
    • Present the facts on UC Rusal’s trade flows (prior to sanctions)
    • Update you on the very latest reactions from key stakeholders such as metal exchanges, key consumers and raw material suppliers
    • Discuss the China question – could China become the new market of last resort?
    • Short term market implications 

    Jack Farchy, Senior Reporter, Energy and Commodities, Bloomberg
    Jackie Wang, Consultant, CRU
    Robin Bahr, Head of Metals Research, Societe Generale
    Oliver Nugent, Commodities Strategist, ING
    Eoin Dinsmore, Head of Primary & Products, Aluminium, CRU

    09:00 - 09:20
    Session: Electric Vehicles – In demand

    09:00 - 09:20
    Product implications of EV development in the mid to long term
    Paul Williams, Head of Analysis, CRU
    Egil Hogna, Executive Vice President, Extruded Solutions, Hydro

    09:20 - 11:00
    Session: Raw Materials

    09:20 - 10:20
    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?
    Doug Hilderhoff, Head of North America Aluminum, CRU
    Guanghui Lang, Chairman, Sunstone Development. Co. Ltd
    Robert C. Dickie, Global Carbon Consultant,
    Howard Childs, Coke Business Development Manager, BP
    Kris Vanherbergen, Chief Commercial Officer, General Director, RÜTGERS

    10:20 - 11:00
    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
    Doug Hilderhoff, Head of North America Aluminum, CRU
    Dr. Ashok Nandi, Secretary, International Bauxite, Alumina and Aluminium Society
    Anthony Everiss, Senior Consultant, CRU

    11:50 - 12:10
    Aluminium from scrap to cars



    Gregory Wittbecker, Senior Analyst, CRU
    Prof. Geoff Scamans, Chief Scientific Officer, Innoval Technology

    12:10 - 12:50
    Radical innovation – Detailing advances in process and production technology in raw materials, primary production and downstream

    •  IoT in The aluminium smelter potline  

    Gregory Wittbecker, Senior Analyst, CRU
    Martin Köneke, Head of Project Management Submerged Arc Furnaces and Smelting Units Dep. MEFP, SMS Group
    Laith Al-Hindawi, Senior Sales Manager – Digital Smelter, GE Power

    12:50 - 14:00
    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
    Eoin Dinsmore, Head of Primary & Products, Aluminium, CRU
    Nicholas Snowdon, Director, Metals Research Analyst, Deutsche Bank
    Jean-Baptiste Lucas, Chief Sales & Marketing Officer, Global Aluminium Business, Vedanta Limited
    Max Layton, Managing Director, Head of EMEA Commodities Research, Citi
    Xiao Fu, Head of Commodity Markets Strategy, BOCI Global Commodities