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9:10 AM - 11:00 AM
Keynote Session

9:00 AM - 9:05 AM
Opening Remarks
John Ball, John Ball, General Manager, North America, CRU

9:05 AM - 9:10 AM
Chairman's opening remarks
Jorn de Linde, Senior Vice President, CRU

9:10 AM - 9:35 AM
US Economy: Demographics, Energy and America First
  • Consumer demand fundamentals are changing
  • US energy output has altered the industrial landscape
  • New priorities have implications for monetary and fiscal policy
Lisa Morrison, Principal Economist, CRU

9:35 AM - 10:35 AM
Panel Discussion: Regional and Market Outlooks in Bulk Alloys Markets
  • How will costs influence prices and supply growth, and how will this be felt regionally?
  • What is the manganese ore price outlook – where is the new floor?
  • What is the outlook for Chinese alloy demand?
  • How fast will manganese ore supply increase again?
  • How will ferroalloy prices respond to swings in manganese ore prices?
  • What is the outlook for miners and alloy producers’ profitability? 
Dmitry Popov, Consultant, Manganese ore and Ferroalloys, CRU
Luis Pessoa, Commercial Director, Grupo Maringa

10:35 AM - 11:00 AM
Fireside Chat: A Producers' Perspective on the Ferroalloys Markets
Udo Klein, Product Manager, ERG

11:30 AM - 1:15 PM
Conference Program

11:30 AM - 11:50 AM
The Global Steel Industry Review
  • Assessing global cost competitiveness in the steel industry - what are the prospects for mill margins and utilization rates in the US and Europe?
  • Charting the rate of capacity closure in China and China’s domestic market strength relative to other global markets
Lynn Lupori, Head of Metals Consulting, North America, CRU

11:50 AM - 12:10 PM
What Can Cost Developments Tell Us About the Future Evolution of Ferroalloy Prices?
Jorn de Linde, Senior Vice President, CRU

12:10 PM - 12:30 PM
Future Directions in the Silicon Market
Jeff Watson, Executive Vice President Sales & Marketing, Ferroglobe

12:30 PM - 12:50 PM
Geo-politics and the Impact on the Ferroalloys Industry
  • Impact of America First Policy on the ferroalloy industry.
  • Impact of strained relations with Russia on the ferroalloy industry .
  • Impact of Chinese economy overheating or receding on the ferroalloy industry .
  • Depressed price of oil and its impact on the ferroalloy industry.
  • What will be the likely domino effect created by these macroeconomic changes?
  • Opportunities for investment and acquisition created by bankruptcies.
Kenneth A. Rosen, Partner and Chair Bankruptcy, Financial Reorganization & Creditors’ Rights, Lowenstein Sandler LLP

12:50 PM - 1:10 PM
Current environmental enforcement in the ferroalloy industry
Scott R. Dismukes, Partner, Eckert Seamans Cherin & Mellott

2:30 PM - 4:00 PM
Roundtable Discussions

2:30 PM - 4:00 PM
Roundtable: Metals Demand is Changing… But How?
  • Impact of government policy on future vehicle fleets and what this means for ‘New Energy’ vehicles
  • Commodities winners and losers
  • Risks and opportunities for automotive suppliers
Rebecca Gordon, Head of High Value Metals Consulting, CRU

9:00 AM - 11:00 AM
Conference Program

9:00 AM - 9:10 AM
Chairperson's Opening Remarks
Lisa Morrison, Principal Economist, CRU

9:10 AM - 9:30 AM
DLA New Authorities Granted in 2017
  • New disposal authority
  • New material acquisition authority to include the following materials: Carbon Fibers (various), Tantalum, Germanium, Tungsten Rhenium, Boron Carbide, and Europium
  • Material recovery and upgrade projects: Germanium, Super Alloys, Tin Sales Program overview
K. Watt Lough, Chief, Market Research, DLA Strategic Materials

9:30 AM - 9:50 AM
What the Electric Vehicle Revolution Means for Nickel
  • Electric vehicles are the new future
  • Nickel is a key part of the battery and nickel consumption will increase significantly
  • As a result, future nickel market dynamics to be affected
Frank Nikolic, Manager Market Research, Vale

9:50 AM - 10:10 AM
SA Chrome industry overview
  • Cr ore ( supply and demand balance )
  • Ferrochrome ( supply and demand balance )
  • Implication of SA  government decisions
Dr. Danko Koncar, Chief Operating Officer, Afarak Group Plc

10:10 AM - 10:30 AM
Charting the Outlook for Tech Metals
Rebecca Gordon, Head of High Value Metals Consulting, CRU

10:30 AM - 10:50 AM
Questions & Answers

11:30 AM - 12:50 PM
Conference Program

11:30 AM - 11:50 AM
Recycling and Reclamation of Battery Units
  • Demand outlook for cobalt, nickel, lithium & rare earths
Kevin Kirby, Vice President – Business Development, Titan International

11:50 AM - 12:10 AM
Lithium: where next from here?
  • Are new projects coming on stream fast enough to meet demand?
  • Which projects will win out in a more fragmented industry? Are there other bottlenecks in the supply chain?
  • What does all this mean for future price movements?
Alex Laugharne, Principal Consultant, CRU

12:10 PM - 12:30 PM
Assessing the molybdenum market outlook
Barbara J. Buck, Vice President, Marketing and Sales, Climax Molybdenum Company

12:30 PM - 12:50 PM
Tungsten, tin and tantalum (3T) mineral traceability from conflict-affected and high-risk areas
  • 3T minerals from DRC were once widely condemned as conflict minerals
  • Legislation led to de facto embargoes on 3T minerals from DRC
  • iTSCi provides market access for conflict-free mines and has successfully reduced financing of armed groups.
Roland Chavasse, Director, Tantalum-Niobium International Study Center (T.I.C.)