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Agenda – All times indicated are in EST

9:05 AM - 9:30 AM
Economic outlook - The American Jobs Plan

We will start the event with a presentation focusing on the economic outlook and the American Jobs Plan. Just what will its stated aims of creating 1000s of good jobs, rebuilding the nation’s infrastructure and out competing-China mean for the economy, industrial investment and steel demand

9:30 AM - 9:55 AM
China’s Changing Role in the Steel Markets and What This Means for Steel Production Outside of China

Decarbonization and air pollution are high up on the agenda in Beijing. China’s export position is expected to change across a number of commodities, and they have recently moved to curb speculation and make steel exports less attractive.  What will this mean for global steel production and ferroalloys demand outside of China and Chinese ore demand?   

9:55 AM - 10:20 AM
Supply Chains Under Stress

Supply chains have been severely stressed during the pandemic. This presentation will address cost issues such as global container dislocation and high truck driver shortages before turning to longer terms questions such as: are U.S. ports capable of coping with the offshore dependency of our supply chains? And will Mexico be the first beneficiary of 'on-shoring' to North America versus domestic investment?

10:50 AM - 11:15 AM
US Steel Market Outlook – Will the Bubble Burst?

Prices for steel sheet have reached all time highs and are also very strong in other markets. High margins mean that utilization rates are very high and new capacity is on its way in North America and other markets. Demand has exceeded expectations significantly over the last 12 months. But periods of high margins in the steel industry rarely last more than 12 months. When will prices fall?

11:15 AM - 11:40 AM
Bulk Ferroalloys Market Outlook

Strong steel supply and demand fundamentals have been positive for manganese ore and alloys. However, supply side tightness in manganese has also contributed to high prices and led to a de-coupling from steel prices. With the price outlook looking strong, this presentation will provide a detailed micro-outlook and address key themes in global markets.


11:40 AM - 12:05 PM
Silicon Metal

Silicon metal is structurally exposed to the low carbon transition from supply and demand perspectives.  This presentation will address key demand trends for silicon, such as photo voltaic cells, and will also focus on the impact of carbon costs on the sector's cost structure and price outlook.

12:05 PM - 12:30 PM

This presentation will address the outlook for vanadium and provide attendees with a thorough overview of the sectors supply, demand and price outlook

12:30 PM - 12:55 PM

This presentation will address the outlook for niobium and provide attendees with a thorough overview of the sectors supply, demand and price outlook.

12:55 PM - 1:20 PM

Addressing key trends in titanium alloy demand such as the impact of COVID 19 on aerospace and key drivers of consumer demand, the talk will also address issues such as international trade and the outlook for sponge capacity.

2:30 PM - 3:15 PM
Panel discussion - Stainless and Special Steel Scrap

The post-pandemic economic recovery, positive structural commodity trends and the green transition are all very positive for the scrap industry. This panel will address the outlook for stainless and special steel scrap.

9:05 AM - 9:50 AM
Panel Discussion - The Changing Face of Global Trade

This presentation will look at a number of issues affecting global trade, starting with a focus on the Russian export duty, the presentation will also address the EU Carbon Border Adjustment Mechanism, which could come into effect as early as 2023. Before turning its attention to US focused themes such as the heightened call for the Biden Administration to adopt a domestic tax on carbon emissions

9:50 AM - 10:35 AM
Panel discussion - Energy Storage Related Demand

Addressing potential scenarios around demand for electric vehicle, renewable energy capacity and energy storage. The panel will look at a range of supply, demand, cost, trade and supply chain transparency themes affecting key high purity grades of cobalt, nickel, manganese and vanadium.  


11:05 AM - 11:30 PM
Stainless Steel – A Year of Restocking

2021 has been a year of restocking with strong apparent consumption growth, however it seems likely that prices will fall as restocking and raw materials costs decline. This presentation will address key themes in the stainless markets such as supply in China and Indonesia vs ROW and key risks to the forecast such as supply tightness and trade policy


11:30 AM - 11:55 AM
Nickel Supply and Demand

This presentation will address the following themes: What is the outlook for the balance of supply and demand post-Covid? What are the likely supply developments in Indonesia? How will the EV boom affect the nickel market both in the short and longer term? What are the key ESG challenges to nickel supply?

11:55 AM - 12:20 PM

As economies reopen, end-use demand will vary. Stainless production is set for strong recovery driven by China and Indonesia and both demand and smelter output are set for double digit growth this year. South African ore supply will recover strongly this year. But what is the outlook for the market balance and prices?

12:20 PM - 12:55 PM

This presentation will address the outlook for molybdenum and provide attendees with a thorough overview of the sectors supply, demand and price outlook