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Agenda – All times indicated are in EST

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?

Anton Posner, Chief Executive Officer, Mercury Resources LLC

10:50 AM - 11:05 AM
US Steel Market Outlook


Josh Spoores, Head of Steel Analysis, North America, CRU

11:05 AM - 11:45 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.


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

12:05 PM - 12:25 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.

Jorn de Linde, Senior Vice President, CRU

12:25 PM - 12:45 PM

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

Terry Perles, Director, US Vanadium

12:45 PM - 1:05 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.

Matthew Schmink, VP - Commercial, AmeriTi Manufacturing Company

9:05 AM - 9:30 AM
The Changing Face of Global Trade

The EU has released its proposal to introduce a carbon border tax as of 1 January 2023. Would this indeed result in tax of at least  EUR 50 per ton of CO2 in imported products? This presentation will explain the EU proposal, how it will work, and what it will mean for you. The presentation will also cover the geopolitical aspects like will other countries start doing the same or will they bring legal challenges
Arnoud Willems, Partner, Sidley Austin

9:30 AM - 10:10 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.  

Paulo Misk, CEO, Largo Resources
Mitchell Smith, President & CEO, Global Energy Metals Corporation
Pierre Neatby, Vice President - Marketing, Ambatovy - Dynatec Madagascar SA
Willis Thomas, Senior Consultant, CRU
Alex Laugharne, Principal Consultant, CRU

10:10 AM - 10:50 AM
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.
Joel Nields, Director of Sales, Exotech Inc
Stephen Hall, Managing Director, Advance Alloys Services Ltd
Willis Thomas, Senior Consultant, CRU
Sam Desai, Vice President, RM Metals

11:20 AM - 12:00 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

Kai Hasenclever, Director, Economics and Statistics, ISSF
Panos Kotseras, Principal Consultant, CRU

12:00 PM - 12:20 PM
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?
Nikhil Shah, Principal Analyst, CRU

12:20 PM - 12:40 PM

Prices reached a ten-year high in 2021 Q2 due to spot supply concerns, particularly in Europe against a backdrop of recovering demand, with oil prices rebounding and strong stainless demand. Supply growth over next few years is dependent on new projects entering the market. This presentation will address the outlook for molybdenum and provide attendees with a thorough overview of the sectors supply and demand outlook

Chris Gnann, General Manager, Global Sales and Marketing, Climax Molybdenum

12:40 PM - 1:20 PM
Ferrochrome, chrome ore and chrome metal

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?

Yoran Guenegou, Managing Director, DCX Chrome – Groupe Delachaux
Vladimir Belyaev, Metals and Miing Analyst, Telf AG