Home / Agenda

9:10 AM - 9:35 AM
Macro economic outlook

  • Exploring the outlook for inflation and monetary tightening 
  • Examining key indicators - how likely is a global recession?
  • What is the currency outlook? 

9:35 AM - 10:00 AM
US energy landscape in view of global and domestic developments

  • Analyzing the causes and prognosis for oil and gas prices
  • What impact will recent policy developments in the US have on renewable energy markets
  • Comparing and contrasting power prices globally
  • What impact will this have on costs and business models in the steel and ferroalloys sectors. 

10:00 AM - 10:25 AM
Carbon markets in focus

  • Exploring the outlook for carbon border regulations on trade - what could this mean for steel and alloys markets in the future? 
  • What is the outlook for green premiums based on low carbon content? 
  • What is the outlook for carbon pricing? 

11:00 AM - 11:25 AM
Steel market outlook

Lynn Lupori, Head of Consulting, North America, CRU

11:25 AM - 12:25 AM
Bulk ferroalloys market outlook

  • Buyers over bought in recent quarters, what will the impact on prices be as conditions normalize?
  • To what extent will we see declines in crude steel production through 2022.
  • What is the outlook for steel price?
  • What is the outlook for US steel production?
  • Could Chinese imports pressure ferrosilicon prices even lower or will tariffs on Russian material provide support?
  • Exploring the supply, demand and price outlook for EMM, silico and ferromanganese

Clare Hanna, Senior Analyst Ore and Ferroalloys, CRU
Speaker:
Sonja De Klerk, Senior Sales Manager, Assore Ltd

12:50 PM - 13:15 PM
Titanium outlook

  • Exploring key demand drivers including automotive and aerospace
  • Titanium scrap and ferrotitanium supply outlook
  • Price forecasts and key takeaways

9:00 AM - 9:25 AM
Stainless steel market outlook

  • What is the outlook for Chinese stainless demand?
  • Will automotive and domestic appliance stimulus measures combined with increased construction in the summer months lead to a recovery in H2 or will COVID resurgence undermine the recovery?
  • Analyzing the prognosis for raw materials prices
  • Comparing the outlook for prices and surcharges in Europe and the USA
  • Will restocking in Europe from September buoy prices?
  • Rising stocks, high imports, and slower demand will undermine USA prices – when will we see a decline?

9:25 AM - 9:50 AM
Nickel market outlook

  • In which time frame will we see an improvement in Chinese stainless demand?
  • Exploring the outlook for investor influence Market balance and price projections
  • The outlook for NPI supply and demand Exploring the outlook for NEVs and nickel sulphate production
  • Analyzing the outlook for European and US premiums

Mark Selby , Chairman & CEO, Canada Nickel Company

12:25 PM - 12:50 PM
Graphite

  • Distribution of graphite resources
  • Applications 
  • Demand and supply side factors
  • Challenges in the industry 
  • Impact of Russian - Ukraine crisis 
  • Supply from surplus to deficit by 2030 
  • Future of synthetic vs artificial graphite 

Siddharth Bothra, CEO, IQ Minerals & Metals