Home / Agenda

9:10 - 9:35
Macro economic outlook - Focus on North America



Ken Simonson, Chief Economist, Associated General Contractors of America

10:00 - 10:25
Energy market trends



Brian Habacivch, Principal, Commodities Management Group, Constellation Energy Corp

10:25 - 10:55
Commodities 2024 - What's hot and what's not?



Ed Meir, Independent Base Metals Consultant , Marex

11:25 - 11:50
Financing trends in the metals industry



Rachel Hermanson, Managing Director, Head of Metals, Mining, & Chemicals, Fifth Third Bank

11:50 - 12:15
China's steel metamorphosis

  • Competitive environment of the steel industry in China, and enterprise''s behavior
  • Struggling for survival, extremely low EBITDA and financial stress
  • How demand fades and it''s scale
  • Opportunities ahead for China steel

Hill Summer, Managing Director, Million Link (China) Investment Ltd

12:15 - 12:40
Bulk ferroalloys market outlook



Clare Hanna, Senior Analyst Ore and Ferroalloys, CRU

12:40 - 13:05
Vanadium supply & demand

  • Availability of vanadium
  • Historical supply and demand by region and application
  • Energy storage applications and impact on vanadium market


Terry Perles, Director, US Vanadium

9:50 - 10:15
Stainless steel markets: what lies ahead

  • When will stainless demand come back, and where will it be strongest?
  • New stainless capacities
  • Impact of future trade policy on prices 

Biagio Olivieri, Analyst, Steel, CRU

11:00 - 11:50
Global nickel market outlook

  • Demand from EV sector to outpace stainless?
  • Indonesia’s role in global supply
  • Class 1/Class 2 outlook


Mark Selby, Chairman & CEO, Canada Nickel Company
Nikhil Shah, Principal Analyst, CRU

11:50 - 12:15
Developments in the molybdenum market



Kevin Pritchett, Director of Marketing, Climax Molybdenum Company

12:15 - 12:40
Chrome markets in focus



Luke Nickels, Analyst, Base Metals, CRU