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Agenda Overview

DAY ONE – TUESDAY 4 SEPTEMBER 2012

08:00 Registration & coffee; Exhibition opens
09:00 Welcome & opening remarks
Henry Hely Hutchinson, Managing Director, Coaltrans Conferences Limited

SESSION 1: SETTING THE SCENE

09:05 Chair’s opening remarks
 Graham Wailes
, Chief Executive Director, MinAxis Pty Ltd

09:10 Putting the metallurgical coal markets into perspective
• Interplay between coking coal, met coke, anthracite and PCI markets
• New supply markets – What impact are the large quantities of Mongolian coal into China having on international seaborne trade?
• Global coking coal (including domestic) production trends
Ghee Peh, Managing Director, UBS Head of Asian Metals and Mining Research

09:30 Future of global coke markets
•Potential reduction of China’s export tax – What would this mean for international coke markets?
•Strategies for merchant coke producers to remain competitive in existing markets
Ajay Mishra, Senior Vice President, Global Coke Operations, Carbon, Noble Resources Pte Ltd*

09:50 An analysis of global anthracite trade flows
•Anthracite’s interplay with other carbon products
•Challenges facing the production of anthracite
•Evolving strategies for procuring anthracite – Who are the main purchasers?
•Potential new producers of anthracite
Benoit de Meulemeester, Chief Executive Officer, Mechel Carbon AG

10:10 Questions and discussion
10:30 Networking refreshment break

SESSION 2: GLOBAL STEEL DEMAND

11:00 Chair’s opening remarks
Graham Wailes, Chief Executive Director, MinAxis Pty Ltd

11:05 Global steel demand – The outlook for 2013
•Current impact of the global economy on steel demand
•Impact of changing technologies on coking coal demand
•Solutions for reducing the impact of high raw material costs
John Johnson, Chief Executive Officer and Chief Representative, CRU China

11:25 China’s reduced steel demand – How will this impact the coking coal markets?
Government policies that are being imposed to support future steel production
•Strategies that are being taken by steel mills to balance demand and maintain competitive operations
•Prospects for incorporating increased quantities of anthracite and low vol PCI within the blend
Javier Cunãt, General Manager: Beijing Axis Strategy, The Beijing Axis

11:45 Meeting the targets – India’s outlook for steel demand
•Steel scenario from Indian perspective
•Global coking coal scenario - now and then (Indian perspective)
Arun Maheshwari, Vice President – Commercial, JSW Steel Ltd

12:05 Russia’s domestic demand for coking coal
•Outlook for Russian steel production in 2012 and 2013
•Working with the Russian steel mills to introduce more PCI into operations
Alexander Andreev, Deputy CEO for Strategic Planning, Raspadskaya Coal Company

12:25 Questions and discussion
12:30 Networking lunch

SESSION 3: COKING COAL SUPPLY DYNAMICS

14:00 Chair's opening remarks
David Rohanna, Managing Director - Asia Mining and Energy, Quintana Energy Partners

14:05 Balancing the met coal market
•Market fundamentals
•The US role as a steady supplier
• The New Arch
Renato Paladino, President, Arch Coal Asia-Pacific Pte Ltd

14:25 Mongolia - Holding the position of the leading exporter of coking coal to China
•Analysis of the coal quantities and qualities available in Mongolia
•Update on the coking coal projects that are in development
•Overview of the latest infrastructure plans and developments
Graeme Hancock, Chief Operating Officer, Erdenes Tavan Tolgoi JSC

14:45 Mozambique - The new coking coal producer
•Expected timeline of projects coming on stream
•Minas Moatize – An early producer
•Establishing the prime markets for Mozambique based on their coal qualities and geography
•Future production from Mozambique
Justin Lewis, Executive Chairman, Beacon Hill Resources Plc

15:05 Questions and discussion
15:15 Networking refreshment break

SESSION 4: COKING COAL SUPPLY DYNAMICS (CONT'D)

15:50 Australia - Remaining competitive in an evolving market
•Challenging the rising labour costs, fuel costs and exchange rate limitations
•Managing the impact of weather conditions
•Combating the infrastructure restraints
Senior Representative, Queensland Coal Corporation

16:10 The outlook for Russian metallurgical coal production and exports
•Overview of existing coking coal projects and what is expected to come online in the next 3-5 years
•Clarifying qualities of coals coming out of Russia
•Overcoming existing logistical challenges to export greater quantities of coking coal
Kirill Kozenyashev, Head of Strategy and Business Development, ZAO Severstal Resources*

16:30 Central Kalimantan - Supplier of high quality coking coal and PCI to the global met markets
Patrick Hanna
, Executive Director, Cokal Limited

16:50 Questions and discussion

17:00 Close of Day One
17:15 Networking evening reception

DAY TWO – WEDNESDAY 5 SEPTEMBER 2012

08:15 Welcome coffee
09:00 Opening remarks
Louisa Pratt, Conference Producer, Coaltrans Conferences Ltd

SESSION 5: GLOBAL ANTHRACITE PRODUCTION

09:05 Chair’s opening remarks
Jan Van den Bosch,
Chief Executive Officer, Dako Coal

09:10 Vietnam – How is their export strategy changing?
•Projections for the export of anthracite from 2013 onwards
•Significance of anthracite quality within the export strategy
•Overview of the domestic demand for carbon products
Dinh Quang Trung, General Manager, Import-Export Division, Vinacomin

09:30 Russia’s new position as the leading supplier of anthracite – How will this be achieved?
Qualities and quantities of anthracite that are currently being produced in Russia
•Key anthracite projects and an overview of their operations
•Overcoming the logistics challenges - What will be the financial costs?
Alexander Kulik, Adviser to the Chief Executive Officer & Head of Sales, Siberian Anthracite

 09:50    Overall role of US anthracite production
•Analysing the quantities of anthracite that are used in the domestic markets
•Production costs – Are prices competitive enough for production to be sustainable?
•Prospects for sending more US produced anthracite to the Asian/export markets
Jeffrey Gliem, Director of Operations, Reading Anthracite

10:10 South Africa’s return as a competitive anthracite producer
•Current supply and demand position in South Africa
•Overview of new anthracite mines in development
•Balancing domestic demand with the potential from the global markets
John Beck, Director, ZYL Limited

10:30 Developing a new anthracite project
•Project update for Mount Klappan anthracite metallurgical coal project
•JV with POSCO and benefits of working with Asian steel mills and end users
•Coal reserves, resources and product qualities
•Anthracite use and markets
•Logistical issues and infrastructure required to make Mount Klappan commercially competitive
Robin Goad, President and Chief Executive Officer, Fortune Minerals Limited

10:50 Questions and discussion
11:00 Networking refreshment break

SESSION 6: DETERMINING THE DEMAND FOR ANTHRACITE

11:30 Chair’s opening remarks
Neil Bristow, Managing Director, H & W Worldwide Consulting Ltd

As anthracite has a diverse range of uses throughout a number of specialist industries, this panel discussion will focus on exactly what the requirements are of the different industries, whether it is for crushed or sized anthracite, or for PCI injection or sintering purposes. Within this session, a range of buyers will examine what they are looking for when procuring anthracite from the international markets. Topics to be discussed will include:

•Quantities of anthracite required
•Preferred qualities – Anthracite or semi-anthracite
•Outline purpose for anthracite
•Drivers that urge industries to incorporate more or less anthracite
•Analysis of Chinese anthracite use – Preference for high vol anthracite versus low vol anthracite

Julien Masson, Energy Purchasing Manager, Eramet Group
Thierry Canon
, Lead Buyer / Sintering and Special products, AMS ArcelorMittal Sourcing
Iwama Koji, General Manager, Coal Department, Marubeni Corporation
Sun Xuefeng
, Manager, Coal and Coke Dept II, Sinosteel Raw Materials Co. Ltd

12:45 Networking lunch

SESSION 7: FUTURE ROLE OF THE MERCHANT COKE PRODUCER

14:00 Chair’s opening remarks
With steel mills increasingly integrating their operations, pressure is being placed on the merchant coke producer to maintain a role in the market and remain competitive. This session will explore the strategies that are being taken by the different coke producers to combat the current pressures placed on the coke markets. The producers in the panel will evaluate the significance of sourcing metallurgical coal from competitive markets and what flexibility they have within their choice of coal brands to create the right coke blends.

Topics to be discussed will include:
•Overview of international and regional coke markets
•Role of logistics in coke markets
•Sourcing coking coal – What are the competitive options?
•Potential solutions to current market challenges

Marta Jarno, Director – Market Analysis Department, Polski Koks S.A
Jacek Rozek, Sales and Marketing Director, PHU Weglohut SJ
Arun Jagatramka, Chairman and Managing Director, Gujarat NRE Coke Ltd.

Additional panellists to be added


15:00 Networking refreshment break

SESSION 8: VALUE-IN-USE OF DIFFERENT COKING COALS AND PCI

15:30 Chair’s opening remarks

15:35 Characterisation of coal by using analytical techniques: NMR and IR
•Chemical structure of raw coking and PCI coal and generated gas with increasing temperature are characterised by NMR (nuclear magnetic resonance) and IR (Infrared) spectroscopy
•Coal melting process is monitored by in situ high temperature analysis, which contributes to the SCOPE (Super Coke Oven for Productivity and Environment enhancement) process
•Assignment of inorganic matter is also an important issue for coal handling
Koji Kanehashi, Senior Researcher Advanced Technology Research Laboratories, Nippon Steel Corporation

15:55 Price interplays between the different carbon products used in the steel Industry
•Growth of price risk management in the steel industry – Comparison with Iron ore
•Role of different periods of contracts within negotiations
•Ensuring availability of specific coals when buying from the spot market
Jarek Mlodziejewski, Analyst, The Steel Index

16:15 PCI coal: End-users’ response in a production restrained environment
•How market conditions affect PCI coal selection and usage?
•Importance of LV PCI coal
•Operational aspects in determining coal selection
•Coal quality parameters - More than straight carbon content
Ross Stainlay, Manager – Coal Technology, M Resources Pty Ltd

16:35 Questions and discussion
16:45 Close of day two