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Agenda Overview

Pre-conference: Tuesday, November 13, 2018

3:00PM Fastmarkets Copper Workshop – How China’s trade and environmental policies are moving prices and premiums for copper

Location: Grand Hyatt Hotel

A tumultuous 2018 has seen copper premiums surge to 3-year highs; international relations, trade and environmental policies are heavily influencing the physical and paper markets for the metal.

In this workshop, Fastmarkets will discuss trends that are moving markets for scrap, blister, concentrates and refined copper, how the company prices these commodities, and how people can hedge or trade cathode premium exposure on the CME.

Key topics:

  • Summary of trade and environmental policies
  • Overview of 2018, how have policies affected the markets for copper scrap, copper concentrates and copper cathodes?
  • Outlook for the coming year
  • How market participants can hedge or speculate on copper via the CME Fastmarkets premium contract?
Archie Hunter, Global Copper And Zinc Editor, Fastmarkets MB
Julian Luk, Reporter, Fastmarkets MB
Sachin Patel, Senior Director, Metal Products, Asia Pacific, CME Group
Ellie Wang, Base Metal Editor, Asia, Fastmarkets MB
5:00PM CESCO Week opening party

Location: Park Hyatt Hotel

Sponsored by ME Elecmetal (The main conference takes place at the Grand Hyatt)

Day 1: Wednesday, November 14, 2018

Welcome and Opening Speeches

8:15AM Chairperson’s opening remarks

Location: Grand Hyatt Hotel

Feng Zhou, Vice president, Minmetals Economic Research Institute, China Minmetals Group
8:20AM Opening Address from Fastmarkets MB
Raju Daswani, CEO, Fastmarkets
8:35AM Asia Copper Conference welcome address
Martyn Whitehead, Global Co-head of Commodity Sales, Standard Chartered Bank
8:45AM Address from Chile Ministry of Mining
Baldo Prokurica, Minister Of Mining, Government of Chile
9:00AM China Minmetals keynote address
Jian Jiao, Vice President, China Minmetals Group

Session 1-Keynote executive panel

9:20AM Copper 2017-2018: What has the market been telling us?
  • With a year of political turmoil, what outlook should we hold in the midst of uncertainty?
  • How will China’s propulsion towards a greener future reshape the domestic and global industry?
  • Discussing the timeline of a volatile year and  growing uncertainties
  •  What do you make of the current political climate and the state of the global economy?
Moderator: Archie Hunter, Global Copper And Zinc Editor, Fastmarkets MB
Iván Arriagada, CEO, Antofagasta Minerals
Zhicong Li, Deputy General Manager, Minmetals Nonferrous Metals Co Ltd
Qi Zhigang, Executive Vice President, Shandong Xiangguang Group Co.,Ltd
Yuanfeng Xu, General Manager Of Trading Business Unit, Jiangxi Copper Co., Ltd.
Alex Schmitt, Executive Head Of Marketing, Anglo American Base Metals
Budi G. Sadikin, CEO, PT Inalum (Persero)
10:30AM Networking Refreshment Break

Session 2 - Insight on the the state of global copper trading

11:00AM The LME path forward: Ongoing commitment to global copper
  • The LME’s importance to the copper market
  • The strategic pathway one year on
  • New initiatives at the Exchange to support the market
11:25AM Role of Exchanges: How are exchanges supporting and advancing the copper industry? (panel)
Moderator: Ellie Wang, Base Metal Editor, Asia, Fastmarkets MB
Yang Liu, Head Of Corporate Sales & China Business Development, London Metal Exchange
Wanwan Ge, Senior Manager, Shanghai Futures Exchange
Graham Hawkins, Group General Manager, Henry Bath
Sachin Patel, Senior Director, Metal Products, Asia Pacific, CME Group
12:15PM Networking Lunch
1:40PM Chairperson’s opening remarks
Archie Hunter, Global Copper And Zinc Editor, Fastmarkets MB
1:45PM Reducing process plant operating costs through innovation and grinding media performance
Peter Kent, Director Of Sales Asia Pacific, ME Elecmetal
2:05PM Copper Futures: Understanding Chinese market dynamics
  • What trends can be expected of the US dollar and CNY in next year and how will this impact the copper price?
  • An outlook on global and Chinese economy: how will global copper be impacted?
  • Will the supply of copper concentrate be tighter in 2019? will copper perform in the same way as zinc?
  • After the execution of import category 7 bans at the end of this year will scrap be a problem?
Moderator: Yinghui Yang, Managing Director, COFCO Futures Co., Ltd
Liming Yu, Vice General Manager, Daye Nonferrous Metals Co
Xiaohong Wang, Head of Metal & Mine Research, Engelhart CTP
Yiwei Mao, Deputy Ceo, Jiangxi Copper International Trading Co.,Ltd.
Zhitong Zhou, CEO, Shanghai Entropy Asset Management

Session 3 - Dr Copper and the state of global financial health

3:00PM Analyst panel: Discussing the timeline of a volatile year and growing uncertainties

 

  • Back to the basics: What are fundamentals telling us? How do we expect prices to move going forward?
  • Currency fluctuations: understanding copper price movements in relation to the dollar and the yuan.
  • Escalating tensions: Which segments of the supply – chain have suffered most? Who has benefitted?
  • Copper financing deals - To what extent is the wider copper market affected by financing activities? How has China’s crackdown on debt affected the paper market?
Moderator: Paul White, Secretary-General, International Copper Study Group (ICSG)
Colin Hamilton, Managing Director- Commodities Research, BMO Capital Markets
Hong Pan, Senior Copper Analyst, BGRIMM Lilan Consulting Corp., Ltd.
Tracy Liao, Head Of China Commodities Strategy, Citi
3:45PM Networking Refreshment Break
4:10PM Reviewing China's long-term growth strategies and their impact on the copper market
  • Market prognosis: Has this year been marked by a slow-down in China’s economy? What are the varying predictions for the year ahead?
  • War against pollution: How will China’s efforts to curb pollution reshape the domestic and global copper industry?
  • China’s growth portfolio:  the latest on One Belt One Road, the Five Year Plan, and Made in China 2025  - what are the implications for copper?
  • Chinese smelting capacity: Is there a risk of overcapacity in the long term? Will the government move towards tighter controls?
Moderator: Mark Loveitt, President, International Wrought Copper Council
Xiaoqin Han, Chief Financial Officer, Jinchuan Group International Resources Co Ltd
Richard Xu, Regional Director Asia, International Copper Association
Lan Li, Managing Director, BGRIMM Lilan Consulting Co Ltd
5:00PM Networking Drinks Reception

Day 2: Thursday, November 15, 2018

Session 4 - Understanding changing market dynamics

9:00AM Chairperson's opening remarks
Julian Luk, Reporter, Fastmarkets MB
9:05AM Copper production and consumption: Insight into India's domestic market
  • Where will India source copper from given recent supply disruptions?
  • How will the squeeze on availability impact prices?
  • What are the growth prospects for domestic copper demand in the short and long term?
  • Are scrap imports set to increase significantly?
J C Laddha, CEO Birla Copper, Hindalco Industries Ltd
9:35AM The 2019 scrap import ban: Coping with radical change and dealing with great uncertainty
  • Disrupted trade flows:  assessing short-term vs long term effect of the ban on supplying countries
  • Alternative sources of demand: what countries are experiencing increased levels of scrap imports?
  • Towards higher purity:  Overview of Chinese and global plans to upgrade/build scrap processing facilities.
  • Chinese scrap: Given China’s recent supply-side reforms, will there be an acceleration in the timeline for Chinese scrap to become available?
Michael Lion, President, Lion Consulting Asia Ltd.
10:05AM Networking Refreshment Break

Session 5 - Global mining trends

10:30AM The impact of copper price movements on mining investment
  • What is the current investment sentiment in the copper mining industry?
  • What kind of funding sources are most prominent in the industry: internal capital or external financing?
  • At present, what copper price can effectively stimulate mining investment?
You Luo, Base Metal Analyst, Minmetals & Jingyi Futures Co.,Ltd.
11:00AM An overview of Chilean mining and production
  • Has Chile experienced a shift in its concentrate market? How does this affect the supply chain?
  • How is Chile addressing concerns of declining ore grades? What new investments are underway?
  • How have this year’s prices and market uncertainties affected domestic miners and capex plans?
Jorge Cantallopts, Director of Research and Policy Planning, Chilean Copper Commission (Cochilco)
11:30AM Mining for Value: Industry leaders disclose lessons learned from the supercycle
Nelson Pizzaro, President & Chief Executive Officer, Codelco
Jose Luis Barroilhet, Mining Practice Leader, Spencer Stuart
12:15PM Societal trends in mining: How are they impacting the industry?
Tom Butler, Ceo, International Council on Mining and Metals (ICMM)
12:45PM Networking Lunch
1:45PM ICA Workshop

1:45pm                 Start

1:45 pm                 Session 1 - Introduction to International Copper Association and topics of the day

Richard Xu, Regional Director Asia, ICA

1:50pm                 Session 2 - Transition technologies

  • China’s role in the 2 million tonne appliances market – Keith Miller, The Martec Group
  • Challenges affecting copper in the $120 billion motors market – Paul Dewison, MetalsPlus
  • The impact of china’s one belt one road initiative on material demand – Wang Yadong, Shanghai MarchWin Consulting

Moderator:
Victor Zhou, Center Director, ICA China

2:35 pm                 Questions and Answers

2:40pm                 Coffee break

2:55 pm                Session 3 - Copper's role in sustainability and responsible sourcing

  • LME position paper on responsible sourcing – Georgina Hallett, London Metal Exchange
  • Copper’s role in sustainable development– Fleming Voetmann, ICA

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

3:40pm                  Questions and Answers

3:45 pm                 Close of Workshop - Summary and thanks

Colin Bennett, Global Manager, Market Analysis and Outreach, ICA

3:50pm                 Finish

Paul Dewison, Owner, MetalsPlus
Anthony Lea, President, International Copper Association
Keith Miller, Business Director, Martec Group
Yadong Wang, Ceo And Founder, Shanghai MarchWin Consulting
Georgina Hallett, Chief of Staff, London Metal Exchange
Fleming Voetmann, Vice President, Public Affairs, International Copper Association
Steve Kukoda, Vice President, International Copper Association
Richard Xu, Regional Director Asia, International Copper Association
Victor Zhou, China President, International Copper Association