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Agenda

09:05 - 09:45
Ferrosilicon, manganese ore and alloys (click)

  • What is the outlook for oversupply and prices and the impact for producer profitability?
  • Examining the outlook for global steel production?
  • Will demand increases in silico-manganese unit consumption per tonne of steel as a result of the new Chinese rebar standard
  • What is the outlook for manganese ore markets?
  • Exploring the outlook for ferroalloys markets outside of China


09:45 - 10:15
Chrome (click)

  • What are the prospects of South African FeCr production being affected once again by power shortages?
  • What implications would new Chinese investment in South African chrome have for the wider market?
  • Prospects for Chinese and Indonesian chrome demand—continued growth at the expense of producers in other markets?

 



10:45 - 11:10
Nickel (click)

  • How quickly and at what capital cost can HPAL nickel projects be established in Indonesia?
  • How fast will the global battery sector’s demand for primary nickel increase?
  • Will environmental restrictions affect China’s NPI production?
  • How will changes in scrap usage/availability affect nickel demand?


11:10 - 11:35
Stainless Steel (click)

  • Real demand cycle—can the pattern of successive annual increases in apparent demand be sustained? What’s the threat posed by a slowdown in China?
  • How will Indonesian SS supply be accommodated in a world where trade restrictions are becoming more commonplace? How will this affect global SS pricing?


14:00 - 14:25
Molybdenum (click)

  • What is the impact of declining ore grades?
  • How tight will the market become prior to the addition of new by-product capacity in the 2021-2023 period?
  • To what extent will environmental consideration limit primary mine investment
  • What is the outlook in the oil and gas sector as well as upstream demand, how large an uptick in 316 stainless production will we see?


14:25 - 14:50
Cobalt (click)

  • Exploring the impact of traceability and concerns related to artisanal mining of cobalt
  • Analysing the impact of political risk on future supply
  • The state of the art in solid-state battery and the impact on cobalt thrifting
  • Cobalt is also vital for many metallurgical applications including aerospace, superalloys, prosthetics, high-speed steels. Will the lack of investment in metal production in recent years cause a bottleneck over the next 5 years?


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