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Agenda Overview

Day 1: Plenary: Monday, April 15, 2019

8:00AM Registration desk opens
9:00AM Opening remarks
Archie Hunter, Base Metals Editor, Europe, Fastmarkets MB
9:15AM Zinc: A rally cry for producer hedging, it’s not often you get a second chance..
Oliver Nugent, Commodity Strategist, Citi
9:30AM A small change in China matters for lead and zinc supply prospects
Michael Widmer, Commodities Strategist, Merrill Lynch
9:45AM Is this really Zinc’s last Hurrah?
David Wilson, Commodity Strategy, Freepoint Commodities
10:00AM Analyst polling session (panel)

Presentations followed by live polling and analysis

  • Where are current prices and are these realistically sustainable?
  • Will the lead price remain low and the zinc prices rebound to the highs of last year?
  • Are prices at a critical level to spur on investment in new supply?
  • Which regions and industries show most promising demand prospects?
  • How much zinc and lead remains in warehouses? How much is off warrant?
  • What has been the impact of backwardation across lead spreads on the LME?
  • How have high treatment charges affected the market?
Moderator: Archie Hunter, Base Metals Editor, Europe, Fastmarkets MB
David Wilson, Commodity Strategy, Freepoint Commodities
Oliver Nugent, Commodity Strategist, Citi
Michael Widmer, Commodities Strategist, Merrill Lynch
Robin Bhar, Director, Societe Generale Corp & Investment Banking
11:00AM Networking refreshment break

Held in conjunction with the World Lead Conference

11:45AM Understanding the scope of new mining projects
  • An overview of the new projects set to come online
  • What has happened to new projects spurred on by the high zinc price, now that prices have somewhat dropped?
  • To what extent will environmental regulations in China remain the most prominent influencer of supply of zinc and lead
Joao Jorge, Director of Market Research and Statistics, International Lead & Zinc Study Group
12:15PM A different kind of mine- maximising the tailings
  • How is New Century getting on with it plans to turn a huge amount of tailings into zinc and lead concentrates
  • What technology will be used to implement this project?
  • When will this come online and what will capacity be?
John Carr, Chief Business Development Officer, New Century Resources
12:45PM Networking Lunch

Held in conjunction with the World Lead Conference

2:15PM Brexit and base metals: the what, the when and the how
  • Where are we now?
  • Reviewing the costs and cash flow of a post-EU supply chain
  • How will domestic and international trade logistics be affected?
  • Recommendations on how to mitigate commercial risk and maintan ‘BAU’
Hilary Stone, Honorary Research Fellow, Centre for Environmental Control & Waste Management, Imperial College London
2:45PM How the LME continues to support the lead and zinc industries
  • Examining the extended ring times for zinc
  • Introducing implied pricing on the LME
  • Responsible sourcing initiatives and impact on LME stakeholders
  • Extended steel contracts suite
Christian Mildner, Head of Corporate Sales, London Metal Exchange
3:15PM Understanding China
  • What is going on in China in terms lead and zinc supply?
  • How many mines have been shut down because of environmental inspections? What impact has this had?
  • New high altitude lead and zinc mine tailings in Xinjiang – realistic project or just a rumour?
  • What does the project pipeline look like generally?
Kash Kamal, Commodities Research, BMO Capital Markets
3:45PM Networking refreshment break

Held in conjunction with the World Lead Conference

4:15PM Reducing exposure to risk (panel)
  • What are the key geopolitical issues impacting prices and how can these be measured and assessed?
  • How exposed are base metals to these big global issues? Where do lead and zinc fit into this?
  • Where can exposure be reduced? What tools are best suited to each segment of the industry?
Moderator: Michael Lockwood, President, Commodity Risk Control
Robert Fig, Managing Director, Robert Fig Limited
Duncan Hobbs, Research Director, Concord Resources Limited
Robin Bhar, Director, Societe Generale Corp & Investment Banking
5:15PM End of day 1 and networking drinks reception

Drinks will take place at the LME ring. Please gather in the lobby in order to be taken there by bus organised by us.

Held in conjunction with the World Lead Conference

Day 2: Tuesday, April 16, 2019

9:00AM Chairpersons opening remarks
9:05AM Zinc market trends and patterns executive panel
  • What are zinc's current fundamentals?
  • What is driving demand for zinc? Where will future demand come from?
  • How is global slowdown in car purchasing affecting zinc demand?
  • Are any of the rumour large projects likely to come online in the near future? Will this cause prices to drop?
  • What is the current state of LME and SHFE stocks? What is the impact of existing inventory levels? How much zinc is off warrant?​
Dennis Ducro, Senior Expert and Partner, McKinsey & Company
David Stein, Managing Director, Aerecura Capital Corp
Archie Hunter, Base Metals Editor, Europe, Fastmarkets MB
9:45AM Steel market demand and update
  • How has 232 impacted global steel trade flows? What does this mean for galvanised products?
  • Has this changed global flows of zinc as a result?
  • What are the challenges in becoming more sustainable for the galvanizing industry?
Alistair Ramsay, Head of Research, Fastmarkets MB Research
10:15AM Networking refreshment break

Held in conjunction with the World Lead Conference

11:00AM Galvanizing industry
  • How are higher zinc prices affecting demand?
  • How is the galvanizing sector dealing with the challenge of substitution and thinner coatings?
  • What are the challenges in becoming more sustainable for the galvanizing industry?
  • How do hot-dip galvanizers need to adapt to change their environmental footprint? What are the benefits and the costs?
11:30AM Turkey’s zinc consumption examined: how fast is the mine side growing?
  • Update on Turkey’s current economic and political situation: what does this mean for the zinc industry?
  • Is there potential for investment in new smelting capacity in Turkey?
  • Will Turkey consume more zinc? Does it have the capacity to supply its own needs?
  • An overview of industries driving zinc consumption​
Ali Yayan, Commercial Executive, Marzinc Marmara Recovery Company
12:00PM End of conference and networking lunch

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