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Agenda Overview

Bauxite and Alumina: Monday, September 21, 2020

11:00AM Chinese refinery growth and domestic outlook market
  • Chinese bauxite and alumina supply-demand balance
  • Refining capacity: What’s happening in the domestic market?
  • What has been the impact of covid-19?
Yang Cao, Metals Analyst, Metal Bulletin Research
11:30AM Networking
12:00PM Pricing panel: Adapting to increased volatility in alumina markets
  • How are global trading trends shaping the market?
  • Expected price trends and forecasts moving into 2021
  • How is demand for aluminium impacting bauxite and alumina prices?
Alice Mason, Senior Price Reporter, Fastmarkets
Davide Ghilotti, Industrial Minerals Editor, Europe, Fastmarkets
12:45PM Live Q&A with Fastmarkets
1:00PM Networking
2:00PM Executive panel
  • What have been the short and long term implications of the Covid-19 outbreak on supply and demand?
  • What areas of the supply chain have been impacted most?
  • What strategies are businesses taking to ensure survival?

More panellists to be announced 

Moderator: Andrea Hotter, Special Correspondent, Metal Bulletin
Andrew Estel, Vice President - Strategy, Marketing & Business Development, Alcoa USA Corporation
John Thuestad, Executive Vice President of Bauxite & Alumina, Norsk Hydro
3:00PM Live Q&A with panelists
3:15PM Networking
4:00PM Live: Regional breakout sessions

Attend our live breakout sessions and engage in discussion with industry players. These informal sessions will allow you to connect, network, and have your critical questions answered by experts

16:00 Guinea
Ashok Nandi, President, International Bauxite, Alumina & Aluminium Society

16:45 Jamaica
Parris A. Lyew-Ayee, Former Executive Director, Jamaica Bauxite Institute

17:15 China
Yang Cao, Research Analyst, Fastmarkets

6:00PM Non-metallurgical panel
  • Covid19 and refractories: how the pandemic added pressure to a sector that was already struggling
  • Supply or demand: Which parts of the supply chain have been most affected in 2020?
  • Bauxite bucking the trend: with most refractory raw materials falling in price, how has bauxite remained resilient?
  • BFA vs WFA: how has relative demand for high and low grade alumina changed this year?

 

More panelists to be announced

Moderator: Davide Ghilotti, Industrial Minerals Editor, Europe, Fastmarkets
Dirk Auge, Managing Partner, Minerals by Cofermin Rohstoffe GmbH & Co Kg

Day 1: Tuesday, September 22, 2020

10:00AM Markets panel – assessing the impact of Covid-19 on supply, demand and future prices
  • What will be the impact of Covid-19 on pricing trends?
  • How will the covid-19 outbreak affect future supply chains? What is the potential for localization and changes to trade flows? What would this mean for aluminium demand?
  • Production cuts and supply chain disruption and what this means for aluminium prices moving into 2021 
  • What demand is expected from key end user segments? How have these forecasts changed with Covid-19?
Duncan Hobbs, Research Director, Concord Resources Limited
Alice Mason, Senior Price Reporter, Fastmarkets
10:30AM Live Q&A with panellists
10:45AM Networking

    

11:15AM Ask Fastmarkets: Asia & Europe

An opportunity for Asian/European based delegates to ask questions to the Fastmarkets aluminium team

11:45AM CEO Fireside chats

Leading CEOs discuss their views on the aluminium market, expected trends and business priorities for 2021

12:00    Alf Barrios, CEO, Rio Tinto Aluminium

12:20    Satish Pai, CEO, Hindalco

Alfredo Barrios, Chief Executive, Rio Tinto
Satish Pai, CEO, Hindalco Industries Ltd
12:30PM Exchanges panel
Ian Caton, Manager of Industrial Metal Products, CME Group
1:00PM Live Q&A with panellists
1:15PM Networking

   

2:00PM Executive panel
  • Covid-19 – impacts, action, expectations
  • Aluminium markets – macro backdrop, end-use industries, supply-demand
  • Trade, tariffs and Section 232 threats
  • China and the overcapacity issue
  • ESG issues – green aluminium, consumer demand, responsibility through the supply chain
Moderator: Andrea Hotter, Special Correspondent, Fastmarkets
Satish Pai, CEO, Hindalco Industries Ltd
Roy Harvey, CEO, Alcoa
Hilde Merete Aasheim, President & CEO, Norsk Hydro
Ali Al Baqali, CEO, Aluminium Bahrain
Ron Knapp, Intl Advisor, China Hongqiao Group Limited
3:00PM Ask Fastmarkets: Europe & Americas

An opportunity for European/Americas based delegates to ask questions to the Fastmarkets aluminium team

3:30PM Networking
4:00PM LIVE: Breakout discussions

Attend our live breakout sessions and engage in discussion with industry players. These informal sessions will ensure you have your critical questions answered, as well as allowing you to connect and network

15:00    Sustainability

15:30    Trades & tariffs

16:00    Bauxite & alumina

16:30    China

6:00PM Networking

Day 2: Wednesday, September 23, 2020

10:00AM Keynote interview
Lord Barker, Chairman, En+ Group
10:30AM CEO Fireside chats

Leading CEOs discuss their views on sustainability, supply chain management and green aluminium

09:30    Ali Al Baqali, CEO, Aluminium Bahrain

10:00    Matthew Chamberlain, CEO, LME

10:30    Roy Harvey, CEO, Alcoa

12:00PM Networking
12:30PM Pricing trends – green aluminium
Justin Yang, Senior Price Reporter, Fastmarkets MB
1:00PM Live Q&A
1:15PM Networking
2:00PM Sustainability panel – what’s the future for green aluminium?
  • Which key criteria need to be considered when defining aluminium as ‘green’? 
  • Recycled aluminium versus sustainable mining practices – what is the relative demand? 
  • How is the shift towards green aluminium impacting production capacity in developing economies? 
Bjørn Kjetil Mauritzen, Head of Sustainability, Norsk Hydro
Paramita Das, General Manager Global Marketing & Development, Rio Tinto
Rosa M García Piñeiro, Vice President Sustainability, Alcoa USA Corporation
3:00PM Live Q&A with panellists

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