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Agenda

DAY ONE – Thursday 25 August

 

08.00 Registration opens

 

09.00 Welcome and opening remarks

Sarah Robertson, Head of Conference Production, Coaltrans Conferences

 

Chair: Greg Evans, Executive Director – Coal, Minerals Council of Australia

 

09.10 Three month thermal coal price forecast

  • Outlook for coal consumption and electricity generation in China, Japan, India and other importing countries
  • International thermal coal supply availability and inventory levels.
  • Competition from other fuels and impact of oil prices

Mark Gresswell, Chief Analyst, HDR Salva

 

09.40 – 10.30 PANEL DISCUSSION - What scope is there for Australia to increase its international coal market share?

  • What are the greatest challenges facing Australian producers?
  • Emerging sources of demand for Australian coal
  • How easy is it to adapt long term production strategy to increasing spot market requests?
  • Is China set to erode market share in traditional markets?
  • How are marketing strategies developing in the face of price pressure?
  • Is branding now redundant for mid CV thermal coals?

Panellists:

Gary Vernon, Global Head of Coal Trading, Macquarie Bank Limited

Sam Fisher, General Manager – Marketing, New Hope Coal

Cameron Vorias, Managing Director and Chief Executive Officer, Sojitz Coal Mining Pty Ltd

Mark Gresswell, Chief Analyst, HDR Salva

 

10.30 Networking refreshment break

 

Chair: Pat Hanna, Non-Executive Director, Cokal

 

11.15 How is the government supporting the coal industry?

  • What is the investment case for NSW coal?
  • Government reforms to increase competitiveness and manage greenfield coal development in NSW
  • Fostering innovation and efficiency in the coal sector in response to global energy trends

Kylie Hargreaves, Deputy Secretary - Division of Resources and Energy, NSW Department of Industry

 

11.45 How crucial are low emission technologies to coal’s survival?

  • Scenarios for coal in the future global energy mix
  • How critical will coal continue to be in fulfilling energy demand across Asia?
  • What low carbon emission solutions exist for coal?

Greg Evans, Executive Director – Coal, Minerals Council of Australia

 

12.15 Questions and discussion

 

12.25 Lunch

 

Chair: Matthew Boyle, Principal Consultant, CRU

 

14.00 Coal import forecasts for China, Japan, Korea and emerging markets in South East Asia in 2017

  • Is China’s boost in Australian coking coal imports set to continue?
  • Qualities in demand in Japan, Korea and emerging markets in South East Asia
  • Number of new power stations & steel mills being developed in target countries

Matthew Boyle, Principal Consultant, CRU

 

14.30 – 15.15 PANEL DISCUSSION -  Indexing or branding: What is the way forward for metcoal marketing?

  • Emerging marketing strategies for marketing of metcoal
  • How accepting are key global steel mills of index pricing?
  • How is index pricing adapting to better suit qualities of coking coal in supply?
  • Will small- mid tier producers continue to adopt an independent brand marketing strategy?

Panellists:

Gordon Fletcher, President, Strategic Marketing & Analysis, LLC

Arun Kumar Jagatramka, Chairman & Managing Director, Gujarat NRE Coke Limited

Matt Latimore, Managing Director, M Resources

Peter Gunn, Managing Director, Coal Marketing International

 

15.15 Networking refreshment break

 

AFTERNOON (15.45 – 17.00)

 

PRIVATE ROUNDTABLE DISCUSSIONS

An opportunity to combine networking and information sharing. Each roundtable discussion will host 10 participants, led by an expert in the relevant field, and will last for one hour. Places are offered on a first come, first served basis upon arrival.

 

Roundtable 1: Where do Australian producers sit on the cost-curve and how much further cost-cutting can be made?

Anthony Richardson, Client Director – Resources, ANZ and Asia, Aurecon

 

Roundtable 2: Which emerging markets are driving thermal and metcoal trade across Asia?

Utkarsh Dubey, Senior Manager Trading, Mitsui

 

Roundtable 3: How much flexibility is being offered in the blend by Asia’s steel mills?

Gordon Fletcher, President, Strategic Marketing & Analysis LLC

 

Roundtable 4: Is India’s future coal demand overhyped?

George Edwards, Independent M&A and Trading Consultant

 

 

DAY TWO – Friday 26 August

 

09.00 Welcome refreshments

 

09.30 Welcome and opening remarks

Sarah Robertson, Head of Conference Production, Coaltrans Conferences

 

09.40 How self-sufficient is India becoming in coal supply?

  • How major hurdles of land acquisition and forest clearances are being tackled
  • Which qualities are most in demand by Indian power plants?
  • Will coal import continue and challenges and opportunities for international supply

Amit Kumar, Head – Coal Sourcing and Power Trade, Jindal Steel & Power Ltd.  

 

10.00 PANEL DISCUSSION - How much flexibility can be offered in take-or-pay contracts?

  • How important are take-or-pay contracts in driving production volumes?
  • How much unused capacity is there by rail and port?
  • What is the best contract structure for the future?
  • Rail and port tariffs – Flexibility and regulation

Panellists:

Stephen Cowan, General Manager - NSW/Vic, Pacific National

Leo Zussino, CEO, Gladstone Port

 

10.30 Strategies for minimising the margin for discrepancy in quality test results in an increasingly spot market

Stephan Nel, Global Product/Applications Manager, Coal & Sinter, Thermo Fisher Scientific

 

10.50 Networking refreshment break

 

Chair: Stephen Wilson, Director, Cape Otway Associates

11.20 PANEL DISCUSSION - How attractive is the coal industry as an investment prospect?

  • M&A - How many deals are being done?
  • Capital availability and requirements for investment in the coal sector
  • Have the best coal assets all come to market?
  • Surat vs Galilee basin
  • Role of take-or-pay obligations and flexibility in acquisition
  • Margin for further stripping of Australia’s coal production costs
  • Will Chinese buyers return to the market for Australian assets or will they be out-priced by Indian and Vietnamese coal asset buyers?

Panellists:

Dawei Zhang, Director, Sino East Minerals Ltd

Nathan Forsyth, Associate Director, RFC Ambrian Limited

Greg Evans, Executive Director – Coal, Minerals Council of Australia

 

11.50 PANEL DISCUSSION – Thermal coal buyer perspectives on quality vs price

  • How does Australian coal compete with competitive sources on quality, price and delivery?
  • Are index-linked contracts the new norm?
  • Emissions requirements for new power plants in Asia and impact on desired coal qualities
  • Managing regional tender processes – What lessons can be learnt?
  • Competition from renewable energies- How is this impacting coal buying patterns?

Panellists:

Ashwani Goel, General Manager, Tata International Limited

Amit Kumar, Head – Coal Sourcing and Power Trade, Jindal Steel & Power Ltd.

 

12.30 Networking lunch and close of conference