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Agenda Overview

Day one
Wednesday 29th April 2015

8:00  Registration desk opens

9:00 Chairperson’s opening remarks

Session I: What does the future hold for the nickel industry?

9:10 Keynote presentations: Hearing from the producers

  • Is the nickel market a long way from deficit?
  • What is the outlook for the nickel market?
  • How viable are new sulphide and laterite projects?

Dmitry Kuznetsov, Chief Analyst, Norilsk Nickel, Russia
Mike Baril, Director - Market Research, Vale, Canada
Barry Jackson, Market Intelligence Manager Nickel, AngloAmerican, UK 
Mark Selby, President and CEO, Royal Nickel Corporation, Canada 



11:10 Networking refreshment break


Session II: Indonesia and the Philippines in the aftermath of the export ban

 11:50 The status of the Indonesian nickel industry

  • Has Indonesia achieved its aims of encouraging further downstream investment in NPI?
  • What are the barriers to investment? What are the issues surrounding infrastructure and power supply? To what extent are Chinese investors struggling with financing?
  • How likely is it that 36 operations will be up and running before 2017 as the government states?

 
Jim Lennon, Senior Commodities Strategist, Macquarie Capital (Europe), UK


12:20 The emergence of the Philippines as a major player in the global nickel industry

  • Are concerns regarding ore grade warranted? How much higher grade ore exists in the Philippines?
  • Which new projects have come onstream?
  • How much extra ore can the Philippines supply to China in the future? Is this sustainable?

Koichi Ishihara, Vice President Marketing and Procurement, Nickel Asia Corporation, The Philippines


13:50 Networking lunch


Session III: China – raw materials and stainless steel focus 

14:20 NPI plants: What will be the next move to ensure raw material supply?

  • Is ore from the Philippines sufficient for Chinese NPI producers’ raw material supply?
  • How have NPI producers adapted to using lower grade ore? Does further processing impact profit margins?
  • When will Chinese mills have to source nickel units from FeNi and refined nickel?

Krizstina Kalman-Schueler, Managing Director, DMM Advisory Group, UK


14:50 China in transition: Which commodities will feel the crunch?

  • Chinese growth forecasts are falling: Will stimulus packages help avoid a sudden drop in demand?
  • Chinese construction industry is evolving: What do building regulations, reduced focus on floor space, and slowing population growth mean for demand for raw materials?
  • Transition to a consumer driven economy: Per capita spending is increasing rapidly, is there upside potential in metal markets here?
  • Is a change in mentality on the cards? Will "strategic industries" continue to be supported? Will China tolerate greater dependence on overseas supplies of raw materials? Where will Chinese investments be targeted on the long-term?

Thomas Höhne-Sparborth, Senior Economic Analyst, Roskill Information Services, UK 



 15:20 Stainless steel in Asia – will growth continue?

  • Will Asia be able to sustain stainless steel demand growth?
  • Does decreasing use of NPI mean mills are losing their competitive edge?
  • To what extent have mills slowed down production to ensure raw material supply?

Busik Choi, Business Analyst, POSCO Research Institute, South Korea


15:50  Networking refreshment break


Session IV: Finance and pricing

16:20 The change in nickel trading conditions

  • How has the way nickel is traded changed in recent years?
  • In what way does sentiment amongst hedge funds impact trading?

 Gianclaudio Torlizzi, Managing Director, T-Commodity, Italy


16:50 Alloy surcharge or LME pricing - what lies ahead for stainless?

  • Why the industry trusts the LME
  • How the Exchange allows the industry to protect their risk
  • Developments to further help stainless steel

Robert Fig, Senior Business Development Executive, LME, UK


17:20 End of day one and networking drinks reception hosted at the LME  

Buses will depart from the conference hotel for a drinks reception hosted by the LME in the trading ring.


Day two
Thursday 30th April 2015

8:30 Registration desk opens

9:20 Chairperson’s opening remarks

Session V: Finance and pricing (continued)

9:30 Panel discussion: Bullish or bearish? Where will the nickel price go in 2015 and beyond?

  • To what extent do high LME stocks affect market sentiment?
  • Is the potential of $25,000 p/t leading producers to take a conservative approach?
  • The tightening in the market has not been as quick or as significant as predicted, what impact has this had?
  • Does slowing Chinese demand mean we will not see the huge deficits in nickel that the market has been expecting?
  • Is there cause for concern that Indonesia has failed to bring about prolonged price strength?
  • Are high nickel inventories just a symptom of the Qingdao scandal whereby previous hidden inventories have now been made visible?
  • How can we expect destocking to play out in 2015?

David Wilson, Director - Metals and Research Strategy, Citi Research, UK 
Robin Bhar, Head of Metals Research, Societe Generale Corporate & Investment Banking, UK
Thomas Höhne-Sparborth, Senior Economic Analyst, Roskill Information Services, UK
Karim Awad, Founder, Sigma Commodities, Hong Kong


10:30 Networking refreshment break


11:00 Nanolytics®:  The financial balance sheet in the derivatives market

• Proprietary analysis of liquidity flows shows early-2104 rally in 2014 was entirely speculative
• Surplus supply has been evident in nickel derivatives market for over two years
• What to look out for as a sign of market balance?
Guy Wolf, Global Head of Analytics, Marex Spectron, UK

Session VI: Stainless steel

11:30 Perspectives on the European stainless steel market 
  • How is the European stainless steel industry faring? What is the demand outlook?
  • What has been the impact of the Indonesian ban on stainless steel prices?
  • Does the prospect of a higher nickel price feed through into higher stainless steel prices?
Dr Gerhard C. Pariser, Director – Market Research, Heinz H. Pariser Alloy Metals & Steel Market Research, Germany


12:00 Close of conference and networking lunch

Metal Bulletin Events reserve the right to alter the venue, timings and/or speakers. ©Metal Bulletin Events, part of Euromoney Trading Limited

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