Home / Agenda 2024

Agenda 2024

8:50 - 9:00
Welcome Address

Lynn Lupori, Head of Consulting, North America, CRU

9:00 - 9:30
Emerging Opportunities in the North American Steel Market

  • Charting de-globalisation. How shifting political stance affects GDP growth and inflation in USA?
  • Steelmaking projections and forecast ferroalloys consumption

Speaker:
Josh Spoores, Head of Steel Americas Analysis, CRU

9:30 - 10:00
Geopolitics, the Energy Transition and Growth

  • The energy transition is gathering pace: analysis of demand driver across a range of commodities
  • Economic nationalism – Clean technologies are becoming increasingly politicised as they grow in economic importance
  • Outlook of conventional macroeconomic concerns – inflation, public debt, demographics, the rise of emerging markets. Their importance and limiting impact on policy efforts to decarbonise.

Alex Tuckett, Head of Economics, CRU

10:00 - 10:30
North American Ferrous and Non-Ferrous Scrap Update

  • Recent market developments impacting the North American scrap markets: ferrous, stainless and other alloy steel scrap grades
  • Analysis of key long-term drivers of scrap availability, demand and market balance in North America
  • Implication of scrap trends mean for the downstream carbon and stainless steelmaking industries.

Ibrahim Yucel, Principal Consultant, CRU

11:00 - 11:30
Decarbonization, Electrification and AI – Implications for Silicon Metal

  • The pivot towards green energy has major ramifications for silicon metal demand and supply. Where is demand most likely to grow?
  • Will batteries and semiconductors make substantial contributions to future demand?
  • Where is supply likely to expand?

Jorn de Linde, Senior Vice President, CRU

11:30 - 12:00
Manganese Ferroalloys: Looking Ahead at Demand, Supply, and Costs

  • Overview of manganese ore market fundamentals
  • Analysis of FeMn market in USA
  • Outlook for the FeSi sector

Clare Hanna, Senior Analyst Ore and Ferroalloys, CRU

12:00 - 13:00
Panel Discussion: Women in Ferroalloys Trading

Devon Winter, COO, F. W. Winter Inc. & Co.
Carryn Underhill, Manganese Alloys Sales Manager, Ore and Metal
Lynn Lupori, Head of Consulting, North America, CRU
Clare Hanna, Senior Analyst Ore and Ferroalloys, CRU

8:55 - 9:00
Welcome Address

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

9:00 - 9:30
Stainless Steel Market Projections

  • Recent market developments Scrap market overview.
  • How has the scrap shortage affected the EU stainless industry and trade?
  • Outlook for the stainless sector. Where will future demand for ferroalloys come from?

Biagio Olivieri, Senior Steel Analyst, CRU

9:30 - 10:00
Molybdenum Market: Analysis and Outlook

Kevin Pritchett, Director of Marketing, Climax Molybdenum Company

10:00 - 10:30
Where Now for Nickel?

  • Stainless steel still important for nickel demand
  • Is demand from the EV sector faltering?
  • Will supply cuts rebalance the market?

Nikhil Shah, Principal Analyst, CRU

11:00 - 11:20
Green Ferroalloys: MOE as the Future of Sustainable Production

  • The environmental benefits of MOE production process
  • Recovery and production of critical materials and ferroalloys: ferrotin, nickel-tantalum, ferroniobium, etc.
  • Pilot findings and future plans

Gustavo Macedo, Commercial Director, Boston Metal