9th Coaltrans Americas
Date:
29 January 2009 - 30 January 2009
Venue:
The Ritz Carlton Coconut Grove, Miami, US
Since it started exporting again, America has been thrown back into the international coal market. In a changing global economy, keeping “a finger on the pulse” to find out where the market is headed has never been more important.
Event agenda
Day 1 - Thursday, 29 January 2009
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7:30am |
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Registration and coffee |
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9:00am |
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Opening remarks and introduction
Heather Birtwistle, Conference Manager, Coaltrans Conferences Limited |
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Session 1: NORTH AMERICAN THERMAL COAL PRODUCTION IN A GLOBAL MARKET |
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Chair |
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C Miles Weigel, Senior Vice President, Argus Media, Inc. |
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9:10am |
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Chair's opening remarks
C Miles Weigel, Senior Vice President, Argus Media, Inc. |
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9:20am |
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From strength to strength – continuing growth for the US coal market
• Meeting the demand of a global hunger for coal
• Production dynamics across America
• Is there a market high sulfur coal outside the USA?
Steve Doyle, President, Doyle Trading Consultants, LLC |
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9:40am |
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Mining for talent – fostering new labor in the mining sector
• New life needed to join the mining workforce
• Making a coal career attractive once more
• How are labor issues impacting on production expansions?
Mike Quillen, Chairman and Chief Executive Officer, Alpha Natural Resources |
|
10:00am |
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Colombia’s future as a major supplier
• Possible time scales to develop an integrated supply and infrastructure network
• Colombia’s potential to become a major thermal coal exporter in the Americas
Jaime Correal Fonseca, Senior Analyst, Hill & Associates, A Wood Mackenzie Company |
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10:20am |
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Questions and answers |
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10:30am |
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Networking refreshment break |
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Session 2: DEMAND AND SUPPLY FOR METALLURGICAL COAL |
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Chair |
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Kenneth A Kisko, President, COALUSA |
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11:00am |
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Can we restart the unstoppable met coal markets?
• Satisfying the global demand for met-coal, can we restart projects that were in the development stages?
• Met coal/thermal coal boundary line – where should it be drawn considering the current market conditions?
• Changing costs and quality production challenges for metallurgical coal production. Can producers survive at previous price levels?
Ernie Thrasher, President, Xcoal Energy & Resources |
|
11:20am |
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Canada – feeding a global hunger for metallurgical coal
• Canadian response to a surging demand for coking coal
• New and growing market opportunities for Canadian coal producers
Robert W Bell, Vice President and Chief Commercial Officer, Elk Valley Coal |
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11:40am |
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Securing raw materials in a booming steel industry
• Growth in Brazil’s steel market
• BSM met coal procurement for projects in the pipeline
• Likely sources of supply – USA, Canada or further afield?
Lucio Teixeira Coelho, Energy Manager, Comexport – Companhi de Comercio Exterior |
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12:00pm |
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Questions and answers |
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Session 4: REGULATION, ENVIRONMENT AND INVESTMENTS IN THE US COAL SECTOR |
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Chair |
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Paul Campbell, Energy & Resources Practice Leader, Regulatory & Capital Markets Consulting, Deloitte & Touche LLP |
|
2:00pm |
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Prioritizing health and safety in mining
• Failings needed to be overcome by the industry
• Continuing training for mine workers throughout their career
• Equipment consideration – meeting safety criteria
• Producer’s view of health and safety regulations – meeting the challenges
Speakers:
o Ronald L. Wooten, Director, State of West Virginia Office of Miners’ Health, Safety and Training
o Elizabeth Chamberlin, Vice President Safety and Training, Massey Energy Company
o Mark Schaeffer, Global Engineering Director & Product Line Manager, Controls & Automation, Joy Mining Machinery |
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3:00pm |
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404 permits - environmental challenges facing the new coal mining operations
• Gaining 404 permits for new mining operations
• Impacts of surface mining operations on the environment
• Delays for new supply, costs on producers
• When are new mining projects likely to come on-stream?
• What are legal environmental considerations for new mining projects?
Allyn G Turner, Partner, Spilman Thomas & Battle, PLLC |
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3:30pm |
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Networking refreshment break |
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4:00pm |
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Time to invest? Analyzing funding and investments for US coal operations
• Factors affecting supply, demand and pricing of US coal
• Volatility and valuation
• Credit markets and analysis of coal mining companies
Monica M. Bonar, Director, FitchRatings |
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4:20pm |
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Beyond cap & trade and CCS: Challenges and opportunities for coal in the developing carbon marketsMelissa Swift, Manager, Regulatory & Capital Markets Consulting, Deloitte & Touche LLP |
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4:40pm |
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Analyzing M&A activity in the coal sector
• Latest M&A activity in the US coal sector
• Investment trends in the US
• What makes a good company match at a time of a slowing economy?
R Mitchell Theiss, Managing Director, Metals & Mining Investment Banking, Merrill Lynch & Co. |
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17:00 |
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Questions and answers |
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17:30 |
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Networking evening reception |
Day 2 - Friday, 30 January 2009
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8:00am |
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Coaltrans networking breakfast with roving microphone
Delegates will have the opportunity to introduce themselves to their fellow conference attendees, enabling them to make additional business contacts. |
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8:55am |
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Opening remarks and introduction
Heather Birtwistle, Conference Manager, Coaltrans Conferences Limited |
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Session 5: INTERNATIONAL COAL DEMAND |
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Chair |
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Jeff Watkins, President, Hill and Associates, A Wood Mackenzie Company |
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9:00am |
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SESSION ROUND UP: The US coal market in a world perspective
• Overview of the global supply and demand
• Where are the gaps in the market for US coal exporters?
Jeff Watkins, President, Hill and Associates, A Wood Mackenzie Company |
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9:30am |
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A GLOBAL UPDATE
Understanding the global dynamic of the coal industry, and the ripple effects that this has on the US market could never have been more important. Representatives from the Indonesian, Indian and Chinese market discuss the latest trends in coal and power demand.
Speakers:
o Frederick J. Murrell, President, Adaro Envirocoal Americas
o Sanjay Gupta, Manager, ICF International |
|
9:50am |
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INTERNATIONAL COAL BUYERS’ PANEL
• New power projects - time scales and coal demand
• Where will coal come from? The US, Colombia…
• How is the cost of carbon being reflected in coal-fired power production
• Market choices for international coal buyers
• How will buyers respond to rising prices and new coal blends?
Chair: Bob Roth, Senior Director - North American Coal, International Coal, PIRA Energy Group
Speakers:
o Guillermo Lam, Commercial Manager, TECO Guatemala
o Luis Alberto Sarras Sarras, Fuels Manager, AES Gener AS
o Jesper Henry Skjold, Commodity Analyst, Energy Markets, DONG Energy |
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10:50 |
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Networking refreshment break |
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Session 6: USA DOMESTIC BUYERS’ FOCUS |
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Chair |
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Jim Thompson, Senior Vice President and Managing Editor, Energy Publishing, LLC |
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11:20 |
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Chairman’s opening remarks
Jim Thompson, Senior Vice President and Managing Editor, Energy Publishing, LLC |
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11:30 |
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UTILITIES PANEL DISCUSSION: Securing coal for US power production
• Ensuring basin and supplier flexibility for coal security
• Overcoming the use of lower quality coals in power plants
• Logistical considerations for coal buyers
• What can be considered a ‘safe’ inventory in the current market?
• Hedging against the domestic coal market – a case for imported coal
• How are utilities preparing for a carbon regulated market?
Speakers:
o Harry Papadopoulus, Portfolio Director - Coal and Emissions, NRG Energy
o Bud Walker, Managing Director Fuels, Midwest Generation EME, LLC
o Thomas Campbell, Senior Account Manager, Coal, Mirant Energy Trading |
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Session 7: INLAND TRANSPORT CONSIDERATIONS FOR US COAL EXPORTS |
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13:45 |
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Jamie Heller, President, Hellerworx, Inc. |
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13:50 |
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Changing times for the barging market
• Needed investments for new equipments for the barging sector
• Increasing steel prices and barge build and decommission
• Hardeners and softeners of barging rates
• Infrastructure challenges along barging routes
Dan Martin, Senior Vice President and Chief Commercial Officer, Ingram Barge Company |
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14:10 |
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Questions and answers |
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14:15 |
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INLAND TRANSPORT PANEL
Flows of the future – river and rail options for domestic and international bound coal
• Will western coal ever reach the eastern fuel buyers?
• Anticipating increased production in PRB and ILLB for domestic customers
• Where can coal buyers find flexibility in basin supply?
• Possibilities for expanding rail networks for additional US coal exports
Speakers:
o Dan Martin, Senior Vice President and Chief Commercial Officer, Ingram Barge Company
o Danny Smith, Senior Vice President Energy and Properties, Norfolk Southern Corporation
o Stevan Bobb, Group Vice President, Coal Marketing, BNSF Railway Company |
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Session 8: INTERNATIONAL TRANSPORT FOR IMPORTERS AND EXPORTER |
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Chair |
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David Host, President & CEO, T. Parker Host |
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15:00 |
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Ports Panel: Options for coal imports and exports
• How are terminals handling the increasing export volumes?
• Available capacity at terminals
• Rail links and railing capacity – is there enough?
• Will there be further investments into new coal terminals?
Speakers:
o Brian Feyereisen, Director – Business Development, Kinder Morgan Terminals
o James C Grech, Senior VP – Marketing, CONSOL Energy Sales Company |
|
15:40 |
|
Assessing demand and supply in the volatile international shipping market
• New built going forward and fleet decommission
• Main drivers of the physical and FFA markets
• Freight market hardeners and softeners
Robin Masters, Vice President, SSY New York |
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16:00 |
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Closing questions and end of conference |
Discussions:
-
30/12/99 14:00 -
Chair
-
Paul Campbell, Energy & Resources Practice Leader, Regulatory & Capital Markets Consulting, Deloitte & Touche LLP
Download
-
29/01/09 00:00 -
Chair
-
Jeff Watkins, President, Hill and Associates, A Wood Mackenzie Company
Download
-
29/01/09 09:10 -
Chair
-
C Miles Weigel, Senior Vice President, Argus Media, Inc.
Download
-
29/01/09 09:20 -
From strength to strength – continuing growth for the US coal market
-
Steve Doyle, President, Doyle Trading Consultants, LLC
Download
-
29/01/09 09:30 -
A GLOBAL UPDATE
-
Frederick J. Murrell, President, Adaro Envirocoal Americas
Download
-
Sanjay Gupta, Manager, ICF International
Download
-
29/01/09 09:40 -
Mining for talent – fostering new labor in the mining sector
-
Mike Quillen, Chairman and Chief Executive Officer, Alpha Natural Resources
Download
-
29/01/09 09:50 -
INTERNATIONAL COAL BUYERS’ PANEL
-
Guillermo Lam, Commercial Manager, TECO Guatemala
Download
-
Jesper Henry Skjold, Commodity Analyst, Energy Markets, DONG Energy
Download
-
Luis Alberto Sarras Sarras, Fuels Manager, AES Gener AS
Download
-
29/01/09 10:00 -
Colombia’s future as a major supplier
-
Jaime Correal Fonseca, Senior Analyst, Hill & Associates, A Wood Mackenzie Company
Download
-
29/01/09 11:00 -
Can we restart the unstoppable met coal markets?
-
Ernie Thrasher, President, Xcoal Energy & Resources
Download
-
29/01/09 11:00 -
Chair
-
Kenneth A Kisko, President, COALUSA
Download
-
29/01/09 11:20 -
Canada – feeding a global hunger for metallurgical coal
-
Robert W Bell, Vice President and Chief Commercial Officer, Elk Valley Coal
Download
-
29/01/09 11:40 -
Securing raw materials in a booming steel industry
-
Lucio Teixeira Coelho, Energy Manager, Comexport – Companhi de Comercio Exterior
Download
-
29/01/09 13:50 -
Changing times for the barging market
-
Dan Martin, Senior Vice President and Chief Commercial Officer, Ingram Barge Company
Download
-
29/01/09 15:00 -
404 permits - environmental challenges facing the new coal mining operations
-
Allyn G Turner, Partner, Spilman Thomas & Battle, PLLC
Download
-
29/01/09 15:00 -
Chair
-
David Host, President & CEO, T. Parker Host
Download
-
29/01/09 15:40 -
Assessing demand and supply in the volatile international shipping market
-
Robin Masters, Vice President, SSY New York
Download
-
29/01/09 16:00 -
Time to invest? Analyzing funding and investments for US coal operations
-
Monica M. Bonar, Director, FitchRatings
Download
-
29/01/09 16:20 -
Beyond cap & trade and CCS: Challenges and opportunities for coal in the developing carbon markets
-
Melissa Swift, Manager, Regulatory & Capital Markets Consulting, Deloitte & Touche LLP
Download
-
29/01/09 16:40 -
Analyzing M&A activity in the coal sector
-
R Mitchell Theiss, Managing Director, Metals & Mining Investment Banking, Merrill Lynch & Co.
Download