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Agenda

09:00 - 09:30
Fireside chat : A well known steel mill CEO will discuss sustainable value creation

What is the difference between short and long term value creation and how will current trade remedies be used as spring board to
create value through the US steel supply chain? 

 




09:30 - 10:30
Panel discussion: creating sucess out of uncertainty

Policy and market related uncertainty are constant features of any market. With significant questions as yet unanswered both here and in China with regard to Section 232, Infrastructure, supply side reforms and environmental controls amongst others. There are considerable upside and downside risks to forecasts.  This session will analyse this issue of uncertainty from 2 perspectives

  • How companies from across the supply chain view current risks and opportunities and are planning for potential risks and opportunities for their businesses 
  • What do successful companies have in common and which steel market strategies have provided the basis of that success? 



11:00 - 12:15
Panel discussion: How policy will influence domestic demand

  • What are the short and long term impacts of deep tax cuts – what can history tell us about what to expect?
  • Existing CAFE standards are fixed until 2021- To what extent will light weighting and EV trends be totally entrenched by then?
  • Will the market support increased infrastructure spend? What are the implications of buy American and greater enforcement of the ‘melted and poured in America’ clause for mills, re-rollers, service centers and projects?
  • Energy regulations have been rolled back – to what extent will growth continue in the tubular and energy related products market? 


14:00 - 14:45
Panel discussion: Are fears of a trade war justified?

  • How significant is the risk of a trade war and what impact would it have on the economy and on steel demand?
  • When does trade defense become protectionism and harm demand?
  • Is US cost-competiveness likely to suffer as a result?
  • To what extent will AD duties deter steel imports?
  • Section 232 and other trade defense measure – likelihood and implications
  • How will current and proposed trade defense measure impact steel trade flows?


14:45 - 15:30
Risk management: Quantifying exposure to market risks

  • Prioritizing exposure to price risk in your sales and purchasing functions
  • Mark to market reporting
  • Identifying and applying indices
  • Measuring market performance through benchmarking
  • Monitors and controls


16:00 - 16:45
china Insight: How successful will china''s central government be in implementing environmental controls and supply side reforms?

  • The Chinese government is looking to cut an additional 164 Mt of capacity by 2021 to have a meaningful impact on the industry. What are the risks of not cutting enough vs. cutting too deep?
  • How likely are further stimulus packages in China at this year’s National Congress in light of April/May 2017 price collapse?  What impact could they have on raw materials and finished steel prices globally?
What is the outlook for Chinese sheet price and demand between 2018 and 2020? 

09:30 - 11:00
Panel discussion: Comparing steel market forecasts

  • Economic projections for the economy, energy, machinery, construction, infrastructure and automotive markets
  • What is the outlook for long production vs flat production?
  • Benchmarking US market performance against other steel markets – how long will US prices remain elevated and what is the outlook for imports?
  • Service centre stock building and de-stocking – analyzing stocks, shipments and receipts what impact will the service sector have on prices in 2018?
  • Commodity vs value added grades – Forecasting HR, CR, plate, seamless tube and long products
  • Forecasting the HDG and zinc market outlooks 


11:30 - 13:15
Panel discussion: Raw materials and steel making costs - what is needed for success?

  • What is the prognosis for bulk raw materials prices from 2018?
  • Steel making costs and cost competiveness
  • What was the cause of unusually low scrap prices in relation to hot metal in H1 2017? Is this a trend that is likely to become more frequent?
  • What is CRU’s base case cold metallic forecast?
  • What is the possibility of an upside Chinese demand scenario and how much would it affect cold metallic demand?  


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