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Agenda

09:05 - 09:15
Chairperson's opening remarks

Moderator:
John Ball, General Manager, North America, CRU

09:15 - 10:35
Keynote session – Evaluating North America steel investments and opportunities

  • Comparing NAFTA economies and key demand sectors
  • Short terms trade relief vs. long terms de-regulated environment – implications for investment decisions

Moderator:
John Ball, General Manager, North America, CRU
:
John Hritz, President and CEO, JSW Steel (USA) Inc.
Jon Bolton, CEO & Director Global Steel Development, Liberty Steel

10:35 - 10:55
Keynote presentation - Trade



Speaker:
Ambassador Jeffrey D. Gerrish, , Deputy United States Trade Representative

11:25 - 12:20
Panel discussion – How do you guide your business in a world of trade uncertainty?

  • Will increased economic pressure help to reduce the burden of global overcapacity?
  • How long will uncertainty persist and what impact will this have on investment decisions by mills?
  • Are trade flows in NAFTA likely to be affected long term by the current trade policy?
  • What impact will manufacturing offshoring have? 
  • To what extent will countries seek to circumvent the WTO retaliation process on 232 and what could the implication be?

Nazak Nikakhtar, Assistant Secretary, Industry & Analysis United States Department of Commerce, International Trade Administration
Alan Price, Partner, Wiley Rein
Neil Ellis, Partner, Sidley Austin
Jean Kemp, Senior Vice President Government Affairs and Trade Policy, Steel Manufacturers Association (SMA)

12:20 - 12:45
US construction and long product market outlook



Ryan McKinley, Analyst, CRU GROUP
David Zalesne, Chairman, American Institute for Steel Construction, President, Owen Steel

14:00 - 14:20
The “R” word – what we’re tracking

Moderator:
Josh Spoores, Principal Consultant, CRU
:
Lisa Morrison, Principal Economist, CRU

14:00 - 14:40
EV, AV and connected vehicles - What are the risks and opportunities for steel?



Moderator:
Josh Spoores, Principal Consultant, CRU
:
Shashank Modi, Research Engineer, Center for Automotive Research

14:40 - 15:00
North American automotive outlook



Moderator:
Josh Spoores, Principal Consultant, CRU
:
Bill Rinna, Director, Americas Vehicle Forecasts, LMC Automotive

15:00 - 15:30
Panel Discussion - Automotive

Moderator:
Josh Spoores, Principal Consultant, CRU
:
Bill Rinna, Director, Americas Vehicle Forecasts, LMC Automotive
Stephen Brown, Senior Director, Corporate Ratings, Fitch Ratings
Shashank Modi, Research Engineer, Center for Automotive Research

16:00 - 17:00
Energy - Tube and Pipe

  • NA oil & gas exploration expectations and OCTG consumption
  • Forecasting the outlook in pipeline, gathering and other 5L
  • Chemical, construction and mechanical tubing outlook


Moderator:
Lisa Morrison, Principal Economist, CRU
:
Conrad Winkler, President and CEO, EVRAZ North America
Paul Vivian, Principal, Preston Publishing
Rick Preckel, Principal, Preston Publishing

17:00 - 17:25
Business case for CCS for heavy industry in the US

Moderator:
Lisa Morrison, Principal Economist, CRU
:
Robert Mitchell, Senior Client Engagement Lead, Global CCS Institute

09:30 - 10:30
Panel discussion – Market and price panel

  • To what extent will the US disconnect from global markets?
  • What is the impact of NAFTA renegotiation and 232 tariffs on trade flows in the NAFTA region?
  • Will US competitiveness be negatively impacted as a result of trade relief?
  • Price forecasts in key long and flat product markets


Josh Spoores, Principal Consultant, CRU
Curt Woodworth, Director, US Metals & Mining, Credit Suisse Equity Research
Monica M. Bonar, Senior Director, Head of North American Metals & Mining, Fitch Ratings

11:00 - 11:25
Spotlight session - Global overcapacity scenarios

  • Will US trade regulation increase economic pressure on steel producers in the rest of the world and decrease global oversupply
  • Or will increased domestic output exacerbate the problem?

Moderator:
DeWayne Tuthill, Prices Development Manager, CRU
:
Estelle Tran, Steel Prices Analyst, CRU GROUP

11:25 - 11:50
Going Downstream – How metal producers are adding value in a world of tariffs, Trump, and trade wars

Who? – Major metal and steel producers are driving value and profitability by targeting downstream manufacturers in M&A activity 
What? – Creating synergies by targeting middle market value-add processors
Why? – To enhance margins through direct to processor links, protected volume output through direct sales, and cost control through the value chain.
 

Moderator:
DeWayne Tuthill, Prices Development Manager, CRU
:
Jeremy Eberlein, Managing Director, Fifth Third Securities

11:50 - 12:50
Panel Discussion: Focus on raw materials and costs – the outlook in Scrap, Zinc, and Graphite Electrodes?

Moderator:
DeWayne Tuthill, Prices Development Manager, CRU
:
Scott Carlton, President, Tokai Carbon
Jay McCloy, Vice President – Sales, Marketing & Technical Service, TOKAI Carbon
Ryan McKinley, Analyst, CRU GROUP
Lynn Lupori, Head of Metals Consulting, North America, CRU

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