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Agenda Overview

Pre-conference workshop: Tuesday, March 14, 2017

4:00PM A guide to Metal Bulletin’s alumina pricing
  • How has Metal Bulletin captured recent moves in alumina prices?
  • How does Metal Bulletin calculate its alumina indices?
  • How are Metal Bulletin prices used by the bauxite and alumina market?
  • What is in the pipeline for Metal Bulletin’s suite of raw materials prices?

Taking place in the Porto meeting room. All conference delegates are welcome to attend

Jon Mulcahy, Analyst, Metal Bulletin Index
Charlotte Radford, Reporter, Metal Bulletin
5:30PM Conference registration desk opens
6:00PM Welcome drinks reception

Day one: Wednesday, March 15, 2017

7:30AM Registration desk opens
8:45AM Opening address: global bauxite, alumina and aluminium trends
  • Global aluminium and upstream dynamics
  • Will we continue to see structural change in the upstream segments of the aluminium industry?
  • What are the latest developments in the Indonesian market?
  • Are recent investments by Chinese companies into major bauxite producing regions a sign of increased self-sufficiency to come? What would this mean for existing exporters and exporting regions/countries?
  • What are the growth prospects for aluminium?  Where will the demand come from?
  • Is recycled aluminium a growing concern for bauxite and alumina demand?

Session one - Bauxite and alumina’s global trade dynamics

9:05AM Guinea: the future for bauxite and alumina
  • Could Guinea soon become China’s biggest supplier?
  • What will the dedicated export terminal in Port Kamsar look like and how much material will it be able to handle?
  • What improvement work will be carried out to existing rail infrastructure?
  • How likely is it that an alumina refinery will be built in Guinea?
  • Is there a political willingness to keep alumina in the country? When could this be a viable reality?
  • What is the government doing to support the development of trade and industry?
Moderator: Annabelle Palmer, Programme Director, Metal Bulletin Events
Alkhaly Yamoussa Bangoura, Senior Adviser, Ministry of Mines & Geology, Government of Guinea
Bob Adam, CEO, AMC Bauxite
9:45AM Middle Eastern aluminium and alumina: establishing a major hub for production
  • What are the plans for alumina and aluminium production in the region?
  • Are there plans for additional refineries?
  • How is bauxite demand growing in this region and where will it be sourced from?
Ameen Al Ghamdi, Director, Mine and Technical, Ma’aden Bauxite and Alumina Company
10:05AM The Alcoa mining business: a view of the global bauxite market
Otavio Carvalheira, Commercial Vice President, Alcoa
10:25AM Networking coffee break
11:00AM Australia: losing ground?
  • What is the outlook for the Australian bauxite market now that China is looking further afield for its supply?
  • What is the status of Australian alumina? Are recent investments by the Chinese a sign that Australian alumina will be in less demand?
  • Is diversification a solution or is a more dynamic shift in demand or capacity needed?
Andrew Wood, Group Executive Strategy & Development, Alumina Limited
11:30AM Jamaica: investing in the region
  • Jamaica's Alpart alumina refinery – what is the latest?
  • What would be the impact of Jamaica’s biggest refinery coming back online?
  • How has the Jamaican government set up the Energy Sector Enterprise Team to tackle high power costs? What other steps were taken to make the refinery viable again?
  • What is the current Atlantic discount for material coming out of the region? Where is it going?
Coy Roache, Managing Director, Jamaica Bauxite Mining
Michael Henry, Minister of Transport and Mining, Government of Jamaica
Thomas Robb, Chief Operating Officer, Wise Metals Group
Jing Sun, Senior Engineer and Manager, JISCO
12:30PM Networking lunch break

Session two – Alumina pricing and cost of production

1:45PM The alumina index: a new way to manage risk
  • Alumina pricing: the past, the present, the future
  • Rationale for the alumina index and the need to hedge alumina price risk
  • What makes an index work?
  • How difficult is it to hedge alumina?
  • What is the methodology for Metal Bulletin’s pricing?
  • Are there plans to launch something similar for bauxite?
Peter Finnimore, Chief Marketing Officer, South32
Charlotte Radford, Reporter, Metal Bulletin
2:30PM Alumina pricing and input costs
  • How successful have refineries and smelters been in cutting operating costs? What strategies have been implemented?
  • Are self-sufficiency drives pushing alumina back to a cost price? Do we expect the market to shrink as a result?
  • Alumina input costs: energy, caustic soda and bauxite, freight – what is happening to refineries’ bottom lines?
  • How does the global cost model differ for different alumina refineries?
Ami Shivkar, Senior Analyst - Aluminium Markets, Wood Mackenzie
3:00PM Caustic soda: changing industry dynamics
  • How consolidation and rationalisation has and will influence this market?
  • What should alumina producers expect in terms of caustic soda price trends?
  • How have regulatory changes impacted the production and trade flow of materials? Where will regional buyers get their caustic soda from now?
  • Is the import of high-quality bauxite from Guinea expected to have a significant impact on Chinese caustic soda consumption?
Vincent Ledoux-Pedailles, Principal Analyst - Inorganics Group, IHS Market
3:30PM Networking coffee break

Session three – Non-met market developments

4:00PM Diversification: opportunities for met suppliers
  • How much business is there to be won in the non-met industry for those looking to diversify from met-bauxite?
  • Where is the demand coming from in these markets? Is it sufficient enough to absorb an oversupply of met-material?
  • Who is making sales in this space and to whom?
  • Which regions have the grade of bauxite that can be supplied to non-met markets?
Chris Young, Vice President of Sales and Marketing Operations, Noranda Bauxite and Alumina, Dada Holdings
4:30PM Refractories and monolithics: in the midst of transformation
  • Have we reached an equilibrium in the substitution of monolithics for bricks products?
  • How and where will Chinese and Indian refractory companies find export markets for their products?
  • Recent technical trends in monolithics refractories
  • How can digital technology impact the traditional refractory world?
John Maxwell, Vice President and General Manager, Calderys, a Divsion of Imerys
5:00PM Advanced refractories: performance and environmental issues
  • What are the mega-trends in the industry?
  • Which are the distinguishing factors of advanced refractories?
  • Which environmental and ecological aspects have to be considered?
  • Case study: Tap-hole clay
Eric Zobec, Managing Director, Seven Refractories
5:30PM Bauxite and alumina in abrasive applications
  • Demand patterns: what are the most interesting demand drivers and regions?
  • What are the supply trends and influences?
  • What is the industry structure and where are the most interesting regions for production?
  • How have metalworking innovations impacted demand?
Ted Dickson, Consultant, Tak Industrial Mineral Consultancy
6:00PM End of day one followed by networking drinks reception

Day two: Thursday, March 16, 2017

8:00AM Registration desk opens
8:45AM Opening address: Opportunities and challenges in the global market
Silvio Porto, Executive Vice President, Bauxite & Alumina, Norsk Hydro Brasil

Session four – Asian supply and demand

9:05AM Chinese alumina and bauxite import
  • What proportion of the market is idled and what is operational? Have predicted cuts in capacity been realised?
  • To what extent does producing alumina with low-grade domestic bauxite and high-costs cause problems for Chinese alumina refineries? Is there a move towards less expensive, lower-grade bauxite in light of tough market conditions?
  • How significant are imports of bauxite and what percentage of bauxite is imported? Are Chinese alumina refineries seeking alternative sources of material?
  • What factors influence the purchasing decisions of alumina refineries when choosing these new areas of production?
Alan Clark, Managing Director, CMGroup
9:30AM Chinese aluminium: a balanced future?
  • What are Chinese aluminium consumption rates? Is the recent slowdown expected to be a short or long-term dynamic?
  • What is the outlook for import/export of aluminium products in China?
  • Is the fall in net exports expected to continue?
  • How is the drive towards more environmentally friendly manufacturing impacting aluminium production and alumina demand?
Yang Cao, Metals Analyst, Metal Bulletin Research
10:00AM India: regional and purchasing viewpoint
  • Where do Indian producers see the opportunities and challenges for its bauxite and alumina industry? How are port expansions going to impact the movement of material?
  • Do predicted volumes of material hitting the market align with what purchasers see on the ground?
  • Is the long market expected to get longer?
  • What decisions and factors are influencing purchasers at the moment?

 

Deeptaman Mukherjee, Head - Alumina & Bauxite Procurement, Vedanta Limited & BALCO
10:30AM Networking coffee break

Session five – New mining projects

11:00AM Developing early stage projects
Mark Campodonic, Director, SRK Consulting UK Ltd
11:30AM Finance, operations and infrastructure
  • How much does it ordinarily cost to set up a bauxite mine?
  • How common is investment collaboration in this space?
  • What are the roles of banks and sovereign wealth funds and where is there a willingness to develop new mines?
  • Is there the risk-reward appetite?
  • Cost-effective transport in bauxite production regions: what solutions are being put forward?
  • Where would it make sense for alumina plants be put on site in co-generation? Is there government support for such investments in these regions?
Moussa Dabo, Advisor, Sella Mining
Karim Karjian, CEO, Karalco Resources
Mark Campodonic, Director, SRK Consulting UK Ltd
12:30PM Networking lunch break

Session six – Logistics and technology

2:00PM Logistics: building links
  • Where is material going from and to and at what cost?
  • How do freight rates from Guinea compare with rates from Australia?
  • How are freight rates influencing purchasing decisions?
  • What has been the trend for freight rates over the past 12 months?
Joel Grau, Managing Director, Marmedsa Chartering
2:30PM Ship unloading technology for alumina
  • How do continuous screw-based ship unloaders differ from conventional unloaders used for discharging alumina?
  • What is the environmental and final impact replacing grab cranes with completely enclosed unloading system?
  • Controlled transport velocity of alumina during discharging and its impact to degradation of alumina particles and energy balance of the smelter
  • Potential cost savings: replacing conventional cranes and pneumatic unloaders with new technology
Juha Huovilainen, Sales Director, Cargotec Sweden Bulk Handling AB

Session seven – Sustainability

3:00PM Life after bauxite: sustainably managing a completed mine

•    Sustainable development in mined-out bauxite lands in Jamaica through rainwater harvesting and greenhouse production
•    Ensuring economic sustainability of mined-out bauxite communities
•    Achieving agricultural production after mining has ceased

Dianne Gordon, Director, Bauxite Lands Division, Jamaica Bauxite Institute
Parris Lyew-Ayee, Executive Director, Jamaica Bauxite Institute
3:45PM End of day two and close of conference