8th Coaltrans China

Date: 12 April 2010 - 13 April 2010
Venue: Sofitel Wanda, Beijing, China

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