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Agenda

14:00 - 16:00
CRU Workshop - New Steel Market Paradigms

  • Costs and competitiveness in the US steel sector – implications for prices, profitability and margins

09:00 - 09:05
Chairperson's opening remarks

Chris Houlden, Research Manager, Semi-Finished & Finished Steel, CRU GROUP

09:05 - 10:45
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

Kaylan Ghosh, President & CEO, Algoma
David Cheney, Chief Business Development Officer, Stelco
Jon Bolton, Chief Executive Officer, Liberty Steel
John Hritz, President and CEO, JSW Steel North America

11:15 - 12:30
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?

Jean Kemp, Senior Vice President Government Affairs and Trade Policy, Steel Manufacturers Association (SMA)
Neil Ellis, Partner, Sidley Austin
Alan Price, Partner, Wiley Rein

12:30 - 12:55
US construction and long product market outlook



David Zalesne, Chairman, American Institute for Steel Construction, President, Owen Steel

15:05 - 15:30
North American automotive outlook



Bill Rinna, Director, Americas Vehicle Forecasts, LMC Automotive

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


Conrad Winkler, President and Chief Executive Officer, EVRAZ North America
Paul Vivian, Principal, Preston Publishing
Rick W. Preckel, Principal, Preston Publishing

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

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


Curt Woodworth, Director, US Metals & Mining, Credit Suisse Equity Research
Josh Spoores, Principal Analyst, Steel, CRU GROUP
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?

Chris Houlden, Research Manager, Semi-Finished & Finished Steel, 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.
 

Jeremy Eberlein, Managing Director, Fifth Third Securities

11:50 - 12:50
Panel discussion: Focus on raw materials and costs - the outlook in scrap, iron ore, coal and carbon markets

Jay McCloy, Vice President – Sales, Marketing & Technical Service, TOKAI Carbon GE LLC
Lynn Lupori, Head of Metals Consulting, North America, CRU GROUP
Ryan McKinley, Analyst, CRU GROUP

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