Event agenda
Simultaneous Translation will be provided:
English/Mandarin & Mandarin/English
SUNDAY 11 APRIL
08:30 – 12:30 NETWORKING TOUR OF LAMA TEMPLE & CONFUCIUS TEMPLE
Take this opportunity to visit the colourful Yonghe Lamasery, the largest and
most famous Tibetan Buddhist temple outside Tibet, and Confucius temple,
where Confucius was worshipped during the Yuan, Ming and Qing dynasties
on this special pre-conference tour.
17:00 – 19:00 Pre-conference Registration
18:30 – 21:00 Welcome Evening Banquet
All delegates and their spouses are invited to attend the Welcome Evening
Reception, which will feature traditional Chinese entertainment and the
opportunity to meet your fellow conference attendees in a relaxed,
informal environment.
Sponsored by:
DAY ONE – Monday 12th April
07:30 Registration & coffee
08:00 Exhibition opens
08:45 Welcome & opening remarks
Gerard Strahan, Managing Director, Coaltrans Conferences Limited
Bai Ran, Deputy Director-General, Department of International Cooperation,
SAWS and Director-General, National Center for International Exchange & Cooperation
Session 1:
Opening Keynotes
SPONSORED BY: 
Chair: Bai Ran, Deputy Director-General, Department of International Cooperation,
SAWS and Director-General, National Center for International Exchange & Cooperation
09:00 Changes in China: An overview of the Chinese coal industry
How has the global economic crisis changed the Chinese coal industry?
Fang Junshi, Director-General, Department of Coal Industry, National Energy
Administration
09:20 Balancing imports and exports to meet Chinese demand
· Pricing domestic coal effectively
· Impact of positive economic growth in China
· Power demand considerations and how China can meet its domestic energy needs
Wang An, President, China National Coal Group Corporation
09:40 Making black the new green
· Coal’s growing role in the global energy markets
· A pro-people approach to greater coal use
· Technology innovations in the path to a low-carbon future
Greg Boyce, Chairman & CEO, Peabody Energy
10:00 Re-organising the Chinese domestic coal industry
· Impact of the Shanxi province mine closures
· Re-allocating production between state-owned mining companies
· Overview of new legislation
Wang Shouzhen, Director-General, Shanxi Bureau of Coal Industry
10:20 Questions & answers
10:40 Networking refreshment break
Sponsored by:
Session 1A:
Opening Keynotes continued...
Chair: Bai Ran, Deputy Director-General, Department of International Cooperation,
SAWS and Director-General, National Center for International Exchange & Cooperation
11:10 Looking to the future of the Chinese Coal industry
· Innovative new projects for future coal production
· Investments to boost productivity
· Expanding into new regions
Ling Wen, CEO, Shenhua Energy
11:30 Expansion & consolidation in the Chinese mining industry: The practical implications
· Safety and production improvements following mine consolidation
· What does consolidation mean in reality for major mining players in the region?
· Future consolidation targets
Wu Yongping, President, Datong Coal Mine Group
11:50 Partnering with local power producers
· How are major mining companies partnering with local power producers?
· Meeting China’s growing energy demands
Ren Runhou, President, Lu’an Coal Mining Group
12:10 New frontiers for Chinese coal
· Developments in the Xinjiang region
· Supplying the Xinjiang region – domestic supply and Mongolian supply?
Wu Jiachun, Deputy Director-General, Xinjiang Bureau of Coal Industry
12:30 Questions & answers
12:45 Networking lunch
Sponsored by:
Session 2:
Domestic coal-fired power generation
Chair: Li Yongping, Assistant to the Chairman of the Board, Datong Coal Mine Group
14:15 Energy Efficiency: Constructing a low-carbon coal mine
Mike Hughs, Vice President, Schneider Electric (China) Investment Co. Ltd
14:35 Meeting China’s energy needs: Power demand forecast
· Impact of huge increase in imports on domestic coal-fired power generation
· Cost projections for domestic thermal coal
· The role of imported coal, especially in Southern China
Paul Manley, Managing Consultant, Wood Mackenzie
14:55 POWER PRODUCERS PANEL
· How is the energy mix in China changing?
· The economics of importing coal from nearby regions compared with further afield
· Impact of domestic coal, imported coal and freight prices on coal procurement processes
· How has the global economic crisis impacted upon the outlook for the power producers?
· Can we expect to see additional electricity generation through IPPs?
Hu Jianmin, Vice-General Manager, China Huaneng Group
Wei Jianguo, General Manager, The State Grid Energy Development
Wang Yonggan, Secretary-General, China Electricity Council
15:35 Reviewing China's coal imports and exports
· Globalization scenarios
· New prospects for Shanxi Coal Import & Export Group
Du Jianhua, Chairman of the Board, Shanxi Coal Import & Export Group
15:55 Questions & answers
16:05 Networking refreshment break
Sponsored by:
Session 3:
Importing thermal coal into China
SPONSORED BY:
Chair: Geoff Clear, Head of Commodities - Asia, ANZ
16:30 Exports vs domestic coal movements – the case for Indonesian thermal coal
· Compare logistical considerations
· Forecasting Chinese demand for imported Indonesian coal
· Exporting coal from Indonesia or moving coal from North China to South China –
which works best?
Madhu Koneru, Executive Vice Chairman, MEC Coal
16:50 Indonesian exports into China
· How have Indonesian export levels to China changed?
· Expected demand in China for Indonesian thermal coal exports
· How can exports to China be reconciled with domestic Indonesian thermal coal demand?
17:10 Thermal coal price volatility and its legal implications
· Price adjustment issues
· Contractual terms affected by market volatility
· Remedies for non-performance and the implications of force majeure
Richard Wilmot, Partner, Holman Fenwick Willan
17:30 Questions & answers
17:40 Close of Day One
18:30 Evening networking banquet
Sponsored by Datong Coal Mine Group 
DAY TWO – Tuesday 13th April
08:00 Exhibition opens
Morning refreshments will be served
08:45 Welcoming opening remarks
Paul Clark, Conference Manager, Coaltrans Conferences Limited
Keynote Presentation
08:50 The importance of China in the global coal industry
· How is China’s role in the global coal industry changing?
· Examining demand and supply dynamics
Don Elder, President, World Coal Institute
Session 4A:
Metallurgical coal and steel production
Chair: Howard Suen, President, CTC Resources
09:10 Future outlook for China’s domestic steel industry
What changes can we expect for the Chinese domestic steel industry in the light of the global
economic crisis?
John Johnson, Chief Executive Officer, CRU China
09:25 Domestic Chinese coking coal production update
· Explore the impact of increased imports on domestic coking coal production
· What is the impact of pricing on domestic coking coal producers?
· Outlook for 2010 and beyond
Bai Peizhong, Chairman of the Board, Shanxi Coking Coal Group
09:40 Strategic developments in corporate infrastructure
Responding to the vigorous demands of the Chinese market
Paul Strujik, Vice President, Winsway Coking Coal Holdings Limited
09:55 STEEL PRODUCERS PANEL
· Impact of coking coal prices on steel production
· Which regions are key suppliers for the Chinese steel industry?
· Coking coal from further afield – how has the economic crisis impacted upon
coking coal imports from further afield?
· What trends can we expect to see as we move through 2010, and how will imports
feature within supplies for Chinese steel mills?
Wang Yaoshen, General Manager International Trade, Rizhao Steel
Zhu Xue Bin, Vice General Manager Raw Materials Department, Raw Materials
Purchasing Center, Baoshan Iron & Steel Co. Ltd.
Li Xinchuang, President, China Metallurgical Industry Planning & Research Institute
10:30 Questions & answers
10:40 Networking refreshment break
Sponsored by:
Session 4B:
Metallurgical coal imports
Chair: Lu Bing, Director-General, Department of International Cooperation, Shenua
Energy
11:10 Australia’s role in the Chinese coking coal market
· Increasing export levels to China – will this plateau or is it expected to continue?
· What role are freight rates playing in Australian coking coal exports?
· Forecast for 2010 – will Australia continue its role as a major coking coal supplier
to China?
Dr. Neil Bristow, Chief Consultant, H&W Worldwide Consulting
11:25 Exporting Mongolian coal to China
· Update on South Gobi's producing Ovoot Tolgoi mine and other operations
· Integration of Mongolia's South Gobi province with the Chinese coal market
· Potential for future growth in this region
Alexander Molyneux, President & CEO, South Gobi Energy Resources Ltd.
11:40 Fast-track project in Western Mongolia
· Update on Mongolia Energy Corporation’s projects in Western Mongolia
· The potential for Mongolia as a major coking coal supplier to China
· Export challenges faced by Mongolian coal producers
James Schaeffer, Chief Executive Officer, Mongolia Energy Corporation
11:55 Importing from further afield: The USA
· Sustainability of US exports to China
· Effect of freight rates on export viability
· Pricing considerations and outlook
Ernie Thrasher, Chief Executive Officer & Chief Marketing Officer,
Xcoal Energy & Resources
12:10 Questions & answers
12:20 Networking lunch
Sponsored by: 
Session 5:
Investment outlook for domestic & international mining projects
Chair: Alexander Latzer, Head of Metals & Mining Research - Asia, Daiwa Securities
13:35 Chinese investment in overseas mining resources
· Rationale behind becoming major stakeholders in or owners of overseas
mining resources
· Guaranteeing security of supply for Chinese power producers and steel mills
· Is this a trend we can expect to increase moving ahead from 2010?
Li Weimin, General Manager, Yanzhou Coal Mining Co. Ltd
13:50 Supporting coal trade using a commodity finance approach
· The role of commodity finance in coal trading
· Outlook for commodity financing in the world’s fastest-growing economy
Terry Lee, Head of Energy & Agribusiness, Standard Chartered Bank
14:05 Coal trading & hedging in Chinese markets
· Trading and hedging as a risk management tool
· Impact of changing international freight rates on risk management
· Key supply, demand and volatility drivers for the Chinese market and their
impact on Russia
Evgeny Bobrov, Director – Commodities, VTB Capital
14:20 The role of private equity in the Chinese coal industry
· Challenges and advantages for private equity in the Chinese coal industry
· Case studies in private equity in the international coal industry
David Rohanna, Managing Director – Asia Mining & Energy, Quintana
Energy Partners
14:35 Investing in and partnering with Australia's mining industry
· Economics of investing and partnering in Australia
· Joint venture opportunities and the limits of shareholding stakes
· Case study - Hancock example
Paul Mulder, Managing Director - Coal, Hancock Prospecting Pty Ltd.
14:50 Questions & answers
Session 6:
Transport and logistics considerations for coal imports
Chair: Laurent Debart, Shipbroker, BRS
15:00 Moving coal domestically – managing the fluidity of overland coal movements
· Logistical challenges in moving coal within China – where are the bottlenecks?
· How will railroad improvements help alleviate bottlenecks?
· Investing in Chinese infrastructure to facilitate improved domestic coal movement
Su Shunhu, Director-General, Department of Transportation, Ministry of Railways
15:15 Dry bulk shipping outlook – supply & demand dynamics
· Outlook for the market in the context of new build overhang
· Economics of the growth in Chinese coal and iron ore imports
· Impact of Chinese import growth on freight rates and vessel sizes
Laurent Debart, Shipbroker, BRS
15:30 China’s role in the global dry bulk shipping markets
· Impact of China’s growing economy on the global dry bulk markets
· Iron ore as the driver of dry bulk market growth
· Impact of China’s changing coal demand on seaborne coal trade
Jin Qiwei, Executive Director, COSCO
15:45 From the outside looking in: A foreigner’s perspective on the Chinese shipping
market
· Port developments in China and their effects on freight markets
· Working with Chinese and international freight operators
· Sustainability of imports in the context of freight rates
Ian Shirreff, Chief Representative, Zodiac Maritime Agencies Ltd.
16:00 Questions & answers
16:10 Networking refreshment break
Sponsored by:
Session 7:
New technology and environmental implications
Chair: Ning Yu, President, China Coal Research Institute
16:30 Interpretation of China’s policy on the coal chemical industry and outlook for its
sustainable development
· How are coal-to-chemicals projects supported in China?
· How are new technologies re-shaping the coal-to-chemicals landscape?
· Evaluating the future of coal-to-chemicals in the light of clean coal technologies
Gao Shixian, Director, Energy Research Institute, NDRC
16:45 Biomass as a support mechanism for coal
New opportunities for Chinese Power Generators and Fuel Suppliers
· Co-combustion techniques and blending
· CDM opportunities, reducing CO2 emissions and fuel costs
· European examples
Martin Bloemendal, Director, Energy Edge Ltd.
17:00 New technologies for cleaner coal production
· Developments in new technology for coal production in China
· The role of carbon capture and storage in Chinese coal production
· Timescale considerations – when will cleaner coal technology be deployed and how will
it impact domestic coal production?
Ning Yu, President, China Coal Research Institute
17:15 Questions & answers
17:30 Close of Coaltrans China 2010
