Sunday 19 April 2009
0900-1200 Networking city tour
Take the opportunity to see old Beijing in our Hutong half-day tour. Pedicabs take delegates through the alleyways and streets known as hutongs, in the old residential area of downtown Beijing.
1700-1900 Pre-conference registration
1800-2100
Performance 18:40-19:30
WELCOME EVENING RECEPTION
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.
Venue - JW Marriott Hotel Beijing
Transport provided
Sponsored by
Datong Coal Mine Group
| Day 1 – Monday 20 April 2009 |
Simultaneous Translation will be provided
English/Chinese - Chinese/English |
0730 Registration and coffee
0800 Exhibition opens
0845 Welcome and opening remarks
Gerard Strahan, Managing Director, Coaltrans Conferences Limited
Pu Hongjiu, Executive Vice President, CNCA
|
Session 1: Opening keynotes– Regulation and the economy |
Chair: Pu Hongjiu, Executive Vice President, CNCA
0900 Uncertainties and opportunities confronting the Chinese coal industry in the wake of the global economic crisis
Wang Xianzheng, President, CNCA
0915 Securing China’s energy in a cleaner world
Nobuo Tanaka, Executive Director, International Energy Agency
0930 The development strategy of the Chinese coal industry
• The place for coal in China’s overall energy picture
• Striking the import/export balance – coal imports and exports, and production for the domestic coal market
• Giving priority to coal as a source of energy in China
Fang Junshi, Director-General, Department of Coal Industry, The National Energy Administration, NDRC
0945 Industry regulation and policy for the coal and coal-to-chemicals markets
• The importance of the coal and CBM industries to China’s economy
• Balancing environmental considerations with industry needs
Hou Shiguo, Deputy Director-General, Department of Industry Policy, Ministry of Industry and Information Promotion
1000 Questions and answers
1010 Networking refreshment break
|
Session 1A: Opening Keynotes continued… |
Chair : Jiang Zhimin, Vice President and Secretary General, CNCA
1040 Powering China: Production and availability for the domestic market
• Challenges to production and supply
• Coal production – quality considerations and availability
Wang An, President, China National Coal Group Corporation
1055 Furthering and diversifying China’s lead as the largest global coal producer
• New production and exploration for the domestic and international market
• Logistic challenges for new supply
• CTL – innovations for Chinese synfuels
Ling Wen, Chief Executive Officer, Shenhua Holding Company
1110 Horizontal growth and consolidation in the industry
• Strategies to develop and further production through restructuring and consolidation
• Impacts of consolidation on production and safety
• Growth of the domestic market vs. international market
Wu Yongping, Chairman of the Board of Directors, Datong Coal Mine Group
1025 Working with local power-developers
• How can coal producers and power generators cooperate for mutual benefits
• Investments and opportunities
Ren Runhou, Chairman of the Board of Directors, Shanxi Lu’an Coal Mine Group
1140 China’s big market change
• The story so far… Impact of the global market on China’s economic situation
• Economic scenarios and projections
• How can growth be stimulated?
Arthur Kroeber, Managing Director, Dragonomics Research & Advisory
1155 Questions and answers
1205 Networking Lunch
|
Session 2: Coal fired generation in China and East Asia |
Chair: Wang Yonggan, Secretary General, China Federation of Power Electricity Enterprises
1330 China’s future: Power demand and an uncertain future
• Correlation between GDP and coal demand
• Coal prices and electricity tariffs – will we see additional generation through IPPs? What are the incentives?
• Coal costs and implications for power generators
Christopher S. Huang, Managing Director, Head of Asia Pacific Energy & Utilities Investment Banking, Morgan Stanley
1350 Pricing outlook – evaluating possible import and export scenarios for China
• Will low seaborne coal and freight prices stimulate coal imports for China’s southern power generators?
• Are the opportunities to export coal still available in a global economic slump?
• Impact of current economic climate on pricing for coal on the physical markets, both within China and internationally
• Comparing domestic vs. import coal costs for southern, northern and central China
Dr Mark Dougan, Chief Representative, Wood Mackenzie
1410 Questions and answers
1420 Panel: Pricing challenges for China’s power producers
• How are coal and freight prices impacting on coal procurement?
• Opportunities for the use of imported coal
• Assessment of how the economic situation impacts on growth and demand plans, and their outlook going forward
Speakers:
o Wei Jianguo, General Manager, Zhong Neng Power Industry Fuel Co
o Xue Jing, Director of Department of Information and Statistics, China Electricity Council
1500 International buyer’s view of China as a coal supplier
• What role does China continue to have for thermal coal importers?
• Freight considerations for Taiwanese buyers – the Chinese advantage
• Expected demand going forward
Albert Jen, Chief of Thermal Coal Section, Taiwan Power Company
1520 Networking refreshment break
|
Session 3: Key suppliers for Chinese thermal coal importers |
Chair: Gao Yaokun, Country Director, C C Carbon
1550 China: A potential buyer or a future competitor through the eyes of Indonesia?
• Sustainability of Indonesia as the world’s largest supplier of seaborne coal
• Expansions and exploration – available coal qualities going forward
• Mid- to long-term views on the Chinese market – a buyer or a seller?
Kaz Tanaka, Deputy Chairman, Indonesian Coal Mining Association
1610 Indonesia’s options: Choosing the right market
• How have drops in freight rates impacted on coal export destinations?
• The producer’s view – expected demand from China going forward
Hartono Widjaja, Senior Vice President - North Asian Marketing Executive, Banpu Group
1640 Australia's new fronties: A case study on the investment opportunities in the Galilee Basin
Paul Ryan Welker, Hancock Prospecting
1700 Questions and answers
1715 Close of day one
1830 Networking gala reception
Capitalise on enhanced networking opportunities by attending the main evening reception at Coaltrans China 2009 where you can spend time in the company of other coal industry executives. Attendance is complimentary to all delegates and their spouses.
Sponsored by
CHINA NATIONAL COAL GROUP CORPORATION
Venue - Park Hyatt Beijing
Transport provided
Day 2 - Tuesday 21 April 2009
0800 Exhibition opens
Morning coffee and refreshments will be served
0845 Welcoming opening remarks
Gerard Strahan, Managing Director, Coaltrans Conferences Limited
|
Session 4: Carbon raw materials for steel – production and demand |
Chair: Alexander Latzer, Head, Metals & Mining Research, Asia (ex-Japan), Daiwa Institute of Research (H.K.) Ltd.
0900 Chair’s opening remarks: Impact of global economics on steel demand for China
0910 Raw materials challenges for China’s steel producers
• Impact of raw material costs on steel producers
• Compromising quality and cost – import vs. domestic raw materials
• How are steel makers coping with the changing dynamics of the international coke trade?
Yuanzhong Li, Vice-General Manager, Sinosteel Raw Materials Company Limited
0930 Ebbs and flows in the world coking coal market
• How has the changing global economy impact on global demand of metallurgical coal?
• Global trends in costs of producing metallurgical coal
• Outlook for metallurgical coal for 2009 and beyond
Brennan Laird, Consultant, Steel Raw Materials, CRU
0950 China's coking coal production
Xiang Yang, CEO, Hidili Industry International Development Co.
1010 Questions and answers
|
Session 5: Availability of coking coal for Chinese imports |
Chair: Dr Karel Eloot, Principal, McKinsey & Company, Inc.
1020 Chairman’s opening remarks: Supply and availability of coking coal
1030 Australian coking coal supply and availability
• How have changes in the shipping industry opened up new markets for Australian coking coal?
• International demand for met coal and production for the Chinese market
• Opportunities for Chinese investments into the Australian coal market
Yang Deyu, General Manager, Yankuang Group Company Limited
1045 Mongolia: The future as a major metallurgical supplier
• Recent developments for Mongolian coking coal production
• Export routes – the challenge and future solutions
Denis Lehoux, Vice President and Operations Director, SouthGobi Energy Resources Limited
1100 Going East: Canadian coal exports to Asia
• Canadian met coal production and availability to East Asia
• Is the Chinese met market still an option for Canadian exporters?
• Overland transport considerations for Canadian coal producers
Réal Foley, Vice President, Marketing, Teck Coal Ltd.
1115 Questions and answers
1125 Networking refreshment break
|
Session 6: Sustainability and new technologies for the coal market in China |
Chair: Ning Yu , President, China Coal Research Institute
1150 Cleaner Coal in China – an IEA strategic study supported by the NDRC
• The context – concerns in China today about the future of coal
• The technologies – deploying the best in China and developing the next generation
• The opportunities – a growing market for clean coal technologies and a cleaner environment
• IEA recommendations, including on future international collaboration
Brian Ricketts, Energy Analyst – Coal, International Energy Agency
1205 Catalysts for improved combustion and environment
Peter V. Smith, Executive VP, Asia Coal Catalyst Company
1220 Sustainability of coal chemical technology and its application
• Ideas and analysis on the national policies for the future development of coal chemical industry
• Challenges and opportunities for investment
Prof Gu Zongqin, President, China National Petroleum & Chemical Planning Institute
1235 Questions and answers
1240 Networking lunch
|
Session 7: Transport considerations for coal imports |
Chair: Jiang Hong Da, Chief Representative, Simpson Spence & Young Shanghai Co., Ltd Beijing Office
1420 The changing paradigm of the shipping market
• Future outlook for FFA and physical markets
• How is the changing demand for iron ore impacting on fleet availability and the major shipping routes?
• How has the economic slump affected ship build? Will there still be over-capacity in the future?
Jiang Hong Da, Chief Representative, Simpson Spence & Young Shanghai Co., Ltd Beijing Office
1440 Domestic coal movement – shipping
• Impacts of the international market on coastal freight rates
• Evolution of the coastal shipping market – demand and supply dynamics
Dr Wang Mingzhi, Director-General, Maritime Department of MInistry of Transport, China
1500 Increasing the fluidity of overland coal movements
• Where are the bottlenecks in overland transports?
• Investments made to further coal transport infrastructure
• Where do the future challenges lie?
Su Shunhu, Director General, Train Operation Bureau, Ministry of Railways
1520 Questions and answers
1530 Networking refreshment break
|
Session 8: Strategic overseas investments for security of coal resources |
Chair： Prof. Wang Jinhua, managing Director, China Coal Technology & Engineering Group Corp.
1600 Exploring the possibilities: The Mongolian coal potential
• Major players in Mongolian coal production
• Investment opportunities to develop Mongolia’s vastly unexplored areas
• What are the major challenges to development?
Yijun Chang, Chairman, Shanxi Fenwei Energy Consulting Co. Ltd
1620 Attracting overseas investments into coal production in Australia
• Partnering investment needs of the Australian miners with China’s need for coal security
• What are the legal requirements to set up in Australia?
• Greenfield investment opportunities
Dawei Zhang, Chief Representative, General Nice Australia
1640 Entering the Indonesian market: Financial considerations for foreign investors
• Application procedures - KPs, COWs and CCOWs
• Impact of new mining law
• Financial and taxation considerations for acquisitions of coal properties
• Taxation and coal royalties to be aware of during mine operations and coal sales
Sacha Winzenried, Partner/Technical Advisor, PricewaterhouseCoopers Indonesia
1700 Closing questions and close of conference