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Agenda Overview

Welcome Drinks Reception: Wednesday, September 12, 2018

5:30PM Evening welcome reception

Day 1: Thursday, September 13, 2018

8:00AM Metal Bulletin morning coffee update & insight

Join us- two of our most senior experts update you on recent developments in our global aluminium premium benchmarks, share our price outlook and present our new research tool.   

Brian Levich, Consultancy and Special Projects Director, Metal Bulletin Research
Perrine Faye, Global Base Metals Editor, Metal Bulletin
8:45AM Welcome Address
Raju Daswani, CEO, Metal Bulletin Group
9:00AM Keynote executive panel: the future of the global aluminium industry

Format: traditional panel discussion, no presentations, moderator facilitated discussion

  • Looking at 232: what the new reality for global trade flows?
  • Sanctions and their impact: how will things change?
  • How is a growing raw materials tightness impacting the aluminium industry?
  • Which end user markets should we be paying attention to? Where is demand coming from?
  • Do tariffs work? Is the current approach the best way to create a level playing field?
Dick Evans, Chairman, Constellium
Andrea Hotter, Special Correspondent, Metal Bulletin Group
10:15AM Networking refreshment break
11:00AM China panel: supply, demand, environmental regulations- what is going on here? (PANEL)

Format: each speaker will deliver a 15 minute presentation covering one bullet point, followed by group discussion

  • Regulations- an update on Chinese government environmental regulations
  • Supply- how is supply being affected? What is current domestic production capacity?
  • Demand- what factors are at play when examining domestic demand for Aluminium in China?
Sandy Kong, Analyst, BGRIMM Lilan Consulting
Yang Cao, Metals Analyst, Metal Bulletin Research
12:00PM Exchange panel: risk, hedging (PANEL)

Format: each speaker will deliver a 15 minute presentation, followed by group discussion

  • How are futures contracts for aluminium being used by the industry?
  • An overview of usage volumes of premiums
  • What issues are being responded to in the creation of new contracts?
Lucy Shitova, Director Metals Products, CME Group
Robin Martin, Head of Market Development, The London Metal Exchange
12:45PM Networking Lunch
2:00PM Trade- actions, legislation, implementation and impact (PANEL)

Format: traditional panel discussion, no presentations, moderator facilitated discussion

  • What is going on? An update on sanctions, tariffs, and trade legislation
  • How does this fit into the Aluminium industry global trade landscape?
  • Which parts of the supply chain will benefit? Is the consumer the brunt bearer here?
Perrine Faye, Global Base Metals Editor, Metal Bulletin
Gerd Götz, Director General, European Aluminium
Mahmood Daylami, Secretary General, Gulf Aluminium Council
3:00PM Input costs examined: global raw material ebbs and flows, energy and production costs (PANEL)

Format: each speaker will deliver a 15 minute presentation covering one bullet point, followed by group discussion

  • Bauxite and alumina- what factors are causing a tightness in bauxite and alumina markets? What is driving current fundamentals?
  • Energy- to what extent are current energy costs impacting aluminium production? Where is it most cost effective to smelt?
  • Production costs- an overview of technological advancement which have the power to reduce production costs: what are companies doing to keep costs down?
  • Scrap- aluminium scrap and recycling- where should we be paying attention?
  • Carbon- carbon requirements for modern smelter technology- carbon supply and costs
Andreas Hommert, Industrial Metals Research, Ospraie Management
Andrew Wood, Group Executive Strategy & Development, Alumina Limited
Alice Mason, Metal Bulletin Ltd
4:15PM Networking refreshment break
4:45PM Markets panel: the aluminium rollercoaster- trade, prices, trends explained

Format: each speaker will deliver a 15 minute presentation covering one bullet point, followed by group discussion

  • How are new global trade realities shaping the market?
  • Where is aluminium currently in the commodities cycle?
  • What conclusions can be drawn about the state of the industry from examining the forward curve?
  • Macroeconomic trends and implications for aluminium usage and prices
  • To what extent is China changing balances and prices?
  • Where are we with stock levels? How are inventories looking?
  • Is a trade war looming? How are sanctions and geopolitics impacting the industry?
Oliver Nugent, Commodity Strategist, ING Bank
Yang Cao, Metals Analyst, Metal Bulletin Research
Justin Yang, Aluminium Reporter, Metal Bulletin Ltd
Kamil Wlazly, Senior Analyst Aluminium Markets, Wood Mackenzie
Robin Bhar, Director - Head of Metals Research, Societe Generale Corp & Investment Banking
5:45PM End of Day 1 and networking drinks reception

Day 2: Friday, September 14, 2018

9:00AM CEO fireside interview

Format: one on one interview

The CEO of global aluminium producer will be interviewed by Metal Bulletin’s special correspondent Andrea Hotter

9:45AM End user panel: demand issues dissected by end user markets

Format: each speaker will deliver a 15 minute presentation covering one bullet point, followed by group discussion

  • Automotive- the automotive perspective- trends in car design, light-weighting and engine usage of aluminium
  • Electric vehicles- will electric vehicles transform aluminium demand?
  • Construction- developments in the use of aluminium in construction, architecture and buildings
  • Aerospace- aluminium vs carbon composites in aerospace? Present and future design trends and their aluminium requirements
  • Extrusions- developments, demand, new uses and position in the market
  • Packaging- trends in aluminium packaging. Is plastic really out and will aluminium replace it?
Goran Djukanovic, Analyst/Consultant, Aluminium Insider, Goran Djukanovic
Michael Stacey, Convenor, Michael Stacey Architects
11:00AM Networking refreshment break
11:30AM Sustainability panel: where has progress been made and what needs to be done?

Format: traditional panel discussion, no presentations, moderator facilitated discussion

  • An update from the Aluminium Stewardship Initiative
  • What progress has been made in the last year in terms of further entrenchment of sustainability values across the supply chain?
  • How will the industry seek to further progress sustainability goals?
Krista Bay-West, Director of Learning, Aluminium Stewardship Initiative (ASI)
Geoff Matthews, Vice President, Energia Potior
Salman Dawood Salman Abdullah, Senior Vice President, Health, Safety, Sustainability, Environment & Quality, Emirates Global Aluminium
12:30PM End of Conference and networking lunch