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Agenda Overview

Pre-conference day: Tuesday, November 28, 2017

3:00PM Metal Bulletin's pricing workshop at the Grand Hyatt
  • Learn more about CME’s new MB-settled Shanghai copper premium contract
  • Growing adoption of the MB copper TC/RC index
  • Expansion plans in other copper prices including blister and offgrade
  • Update on methodologies and compliance with IOSCO
Shivani Singh, Asia Editor, Metal Bulletin
Shahnawaz Islam, Research & Product Development, CME Group
Kiki Kang, Senior Copper Analyst, Metal Bulletin
5:00PM CESCO Week opening drinks reception

Join Metal Bulletin, CESCO and our reception sponsor Access World for the week's official opening reception at the Park Hyatt

Day one: Wednesday, November 29, 2017

8:30AM Opening address from Metal Bulletin
Raju Daswani, CEO, Metal Bulletin Group
8:35AM Asia Copper Conference welcome address
Cengiz Belentepe, Global Head of Commodities, Standard Chartered Bank
8:45AM Address from Javier Cordoba, Ecuadorian Minister of Mines
Javier Córdova, Ministro de Minería, Gobierno de Ecuador
9:00AM Keynote executive panel discussion
  • Discussing the short-term outlook for the supply and demand balance; commenting on the predictions of the various global copper committees
  • Moving into the turn of the decade, is the supply deficit a virtual certainty?  Or could the red metal underperform expectations?
  • How have recent levels of capital expenditures differed across the value chain?  Does the real capex burden lie with the miners?
  • How much are Chinese smelters and refineries investing in equipment upgrade, maintenance and upgrades?
  • At what price level do we see investment levels increase and how does this feed into the long-term supply and demand balance?
  • Open forum: what do you see as the greatest challenges to your business and the industry?
Nelson Pizarro, CEO, Codelco
Liangang Li, Deputy General Manager, Minmetals Non-Ferrous Metals Co. Ltd.
Patrick Cussen, Past Chairman, CESCO
Shigeru Oi, Chief Executive Officer, JX Nippon & Mining Metals Corp
Yuneng Wu, Vice President, Jiangxi Copper Co. Ltd.
Iván Arriagada, CEO, Antofagasta Plc
10:00AM Networking coffee break
10:30AM Financing from Chinese institutions, foreign direct investment and One Belt One Road
  • How are domestic Chinese companies dealing with the clamping down in available lending facilities? 
  • How does the domestic copper industry cope with debt levels in comparison to other Chinese industrial sectors?
  • Given recent restrictions on capital outflow, will this impact Chinese foreign direct investment in overseas mining projects?
  • In terms of indirect investment, could Chinese corporations and investors also rein in their spending?
  • How many elements of these projects remain speculative and how many are already in progress?
  • What is the scale of raw materials needed for these projects?  Can we talk both conservative and realistic figures?
  • What kind of financial and physical cooperation does this require with neighbouring and cooperating countries
Xiaobing Li, General Manager, China Ordins Group Co Ltd
Bonnie Liu, Chief Executive Officer, GF Futures (Hong Kong)
Jinbi He, Chairman and CEO, Maike Group
Yuan Huang, CEO of Greater China, China National Geological & Mining (HK) Limited
11:30AM Current situation of copper smelters in Japan
  • Profile of Japanese copper smelters and related overseas mines
  • Refined copper supply and demand in Japan
  • Operational statistics of copper smelters in Japan
  • Issues in the Japanese smelter industry
Toshiaki Sato, General Manager - Research & Planning, Pan Pacific Copper Co Ltd
12:00PM International Copper Study Group's market observations
  • Detailed analysis of supply and demand developments
  • Official ICSG near-term market forecast
  • Likely capacity developments out to 2020
Don Smale, Secretary General, International Copper Study Group
12:30PM Networking lunch
1:45PM Cochilco with the latest information on Chilean mine cash costs
  • Examination of the cost curves for various mining regions in Chile
  • How have cash costs in Chile been developing and how much of this is due to currency translation to the USD?
  • Where costs are rising or falling, what are the reasons for this?  How do structural challenges in ore grades and geography impact mining costs?
Jorge Cantallopts, Director of Public Planning and Research, Cochilco
2:10PM Overview of a detailed study on how to maximise mining productivity in Chile
  • Explanation of the ecosystem of the copper mining industry – how do all of the organisms interlink and interact?
  • How to standardise productivity across the various Chilean mines – how much of this is due to ore depletion?
  • Are there conclusions to be drawn about productivity measures between Chilean and international mining operations?
  • What measures does the study propose and how feasible is the implementation?
Alfie Ulloa, Executive Secretary, Chilean National Commission of Productivity
2:35PM Networking break
3:00PM Copper industry supply; the story of a looming mid-term deficit
  • What are the third party views on an impending deficit within the next few years?
  • Detail of current capacity and expected concentrate and refined capacity to come online in the near future
  • Within the framework of scenario analysis, what could be the shortfall in supply?
  • What are the variables and important macroeconomic factors at play that could sway these figures?
  • How could American economic policy impact demand and how are consuming countries, like China, trying to lessen the importance of the dollar on pricing?
Nicholas Snowdon, Executive Director Metals Analyst Global Research, Standard Chartered
3:25PM The internet of things and the comminution circuit
  • Advanced technologies for reliability assessments
  • Real time data for operational decision making
  • Integral solutions to increase equipment availability and productivity
  • How do we progress using advanced technology for monitoring the comminution circuit
Edwin Gong, VP General Manager Asia Pacfic, ME Elecmetal
3:50PM Pricing discovery, transparency and holistic service in the concentrate space
  • The development of concentrate contract settlement - what direction will this continue to head in?
  • The main challenges and benefits of a platform for price discovery and transparency for a diverse material product
  • What other platforms or e-services can be plugged into a system to further facilitate concentrate trade?
Boris Eykher, Founder and CEO, Open Mineral
4:15PM Development and outlook for non-ferrous B2B trading platform
4:35PM Asian scrap: fundamentals and at what price does the inundation arrive?
  • What are the main hurdles with respect to scrap collection infrastructure that China still has to overcome?
  • Under what industry conditions does the spread between exchange-determined copper price and scrap price widen most?
  • What appears to be the price ceiling for copper at the moment where the incentive price curve for copper scrap initiates?
  • Comments on the National Sword initiative to reduce waste materials in China – how does copper scrap fit into this?
Michael Lion, President, Lion Consulting Asia Ltd.
5:00PM End of day one

Day two: Thursday, November 30, 2017

8:30AM Address from Codelco Chairman
Óscar Landerretche, Chairman, Codelco
8:45AM What the copper industry told us via LME discussion paper process
9:10AM Panel discussion: Dr. Copper - the red metal as an economic bellwether
  • How is the copper price used as a forecast of economic performance
  • Which other commodity benchmarks are gaining prominence both inside and outside China
  • Copper arbitrage and physical flows
  • Opportunities and threats from financing activities
9:50AM Updates from the CME on metals products offerings
Lucy Shitova, Director Metals Products, CME Group
10:15AM Networking break
10:35AM Better connected - the opportunities ahead
  • New opportunities for physical arbitrage
  • New projects for connecting china and ROW markets
  • Benefits of electronic WR
Sean Ginnane, Asia Group General Manager, Henry Bath
11:00AM Evolution of Chinese hedgers, financialisation, broking and impact on prices
Frederick Demler, President, Demler Hedge Advisory LLC
11:30AM Hedging, paper markets and how exchanges adapt to market opportunities
  • What are the fundamental differences in product offerings between the exchanges?  Are these offerings heading in divergent directions?
  • As hedging becomes more sophisticated and amenable to market opportunities, how are exchanges adapting?
  • Where do exchanges add unique value?  In what ways do they overlap or compete for a similar market opportunity?
Jianghong Zhu, Associate Director, Non-ferrous Metals Markets, Shanghai Futures Exchange
Jin Chang, Global Head of Metals, CME Group
Frederick Demler, President, Demler Hedge Advisory LLC
12:15PM Institutional investors, evolution of Asian exchanges and financialisation
  • Overview of new policies within the ecosystem of institutional investors and the metals industry
  • What is the latest information on developing metals and even base metals-backed ETFs in China?
  • How and why is the central government encouraging mutual funds, hedge funds, insurance companies and other institutional investors to invest in more commodity related investment products and vehicles?
  • Does policy favour long-term long positions in order to smooth out volatility?  Or could we see a liberalisation of the kinds of positions taken?
  • How prominent to alternative investments such as commodities appear in investment portfolios in China today?
Adam Gillard, ‎Commodity Hedge Fund Sales, Standard Chartered Bank
Haihua Shen, Senior Portfolio Manager, HFZ Capital Management Ltd
Hao Qiu, General Manager, ZhuoDao Capital Management Co
Yinghui Yang, General Manager, COFCO Futures Coporation
Donghai Xie, Chairman of the Board, Sycapital Management Co
Zewen ZHU, XinDe Capital Management
1:15PM Networking lunch
2:30PM Introduction to the ICA
Anthony Lea, President, International Copper Association
2:35PM Copper in a clean energy future

Moderator: Steve Kukoda, Vice President/Executive Director, International Copper Association

Yanting Zhou, Senior Consultant Base Metals, Wood Mackenzie
3:05PM Future for super conductors and ultra-conductive copper

Moderator: Wenson Zheng, Associate Director Technology, ICA

Hal Stillman, International Copper Assn Ltd
3:20PM Made in China 2025/Industry 4.0
Huang Fangqing, Research Director, Brilliance Consulting
3:40PM Coffee break
3:55PM The copper flow model: copper from cradle to grave to reincarnation

Moderator: Colin Bennett, Global Manager, Market Analysis and Outreach


Luis Tercero Espinoza, Coordinator, Business Unit Systemic Risks, Fraunhofer ISI
4:15PM Coal to electricity and copper demand
Song Zhongkui, China Energy Conservation Association
4:30PM Summary and thank you
Richard Xu, Regional Director Asia, International Copper Association

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