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Agenda Overview

 

15-16 November 2012, Bangkok, Thailand

 

DAY ONE – Thursday 15 November 2012

 

08:00    Registration & coffee; Exhibition opens

 

09:00    Welcome & opening remarks

Louisa Pratt, Conference Producer, Coaltrans Conferences Limited

 

Session 1:

OPENING KEYNOTE – SETTING THE SCENE

 

Auditorium sponsored by

 

09:05    Chair’s opening remarks

            David Heap, Marketing Director, PT Harum Energy

 

09:10    KEYNOTE PRESENTATION

            Opportunities in ASEAN – New markets in which to sell coal

            Factoring ASEAN into the mix to hedge against changes in global market dynamics

            Expansion plans – What level of focus is being given to new markets?

            Challenges to overcome to open those markets up for coal suppliers

John J. Ramos, Chief Financial Officer, PT Berau Coal Energy Tbk

 

09:30    Shale gas - The beginning of the end for SE Asian thermal coal demand?

Background into developments in the US and Australian LNG industry

What's happening with US coal at present?

How is power demand and capacity expected to evolve in SE Asia?

What do the numbers tell us?

How do I position myself to exploit any opportunities presented?

Karim Awad, Head of Corporate Finance Transactions, AWR Lloyd     

 

09:50    Coal production and consumption throughout South East Asia

New mining and power production projects within this region

Overview of how the market is expected to evolve

Highlighting future opportunities for domestic coal production

Sue Bonham-Carter, Principal, Golder Associates       

 

10:10    South African coal into Emerging Asian markets – A growth story

            Macro outlook and electricity demand growth

            Thermal coal global supply/demand dynamics

            South African thermal coal into Asia

            Future growth of South African thermal coal supply

            Zaheer Docrat, Head of Marketing and Sales, Anglo American Thermal Coal

           

10:30    Questions and discussion

 

10:45    Networking refreshment break

 

Session 2: REGIONAL POWER DEMAND

 

11:15    Chair’s opening remarks

Bart Lucarelli, President, Roleva Energy

 

As the economies of Cambodia, Laos, Malaysia, Myanmar, Philippines, Thailand and Vietnam grow, the demand for steam coal and supporting transportation infrastructure will prove crucial to the success of SE Asian country growth strategies. Each SE Asian country will have a very different outlook on coal fired power generation and the prospects for it meeting their country’s requirements. In this panel session, representatives from the featured countries will have the opportunity to give an overview on their energy policy moving forward and just what quantities of coal they will be intending to burn in the next couple of years as well as outlining whether they will be using domestic or international coals.

 

Topics to be discussed:

SE Asian country power demand

Timeline for the construction of new coal fired power plants

Domestic coal production versus imported coal

Policy shifts that may affect forecasts – Removal of energy price subsidies, imposition of a carbon tax and/or export or import taxes on steam coal

Expected quantities and qualities of steam coal to be procured

 

Prapas Vichakul, Executive Vice President, EGAT

Thana Boonyasirikul, Vice President, Foreign Investment Division, Ratchaburi Electricity Generating Holding PCL

Azhari Sulaiman, Senior Vice President, Malakoff Corporation

 

12:45    Networking lunch sponsored by

 

Session 3: FINANCING AND REGULATING COAL PRODUCTION

 

14:00    Chair’s opening remarks

            Matt Latimore, Managing Director, M Resources Pty Ltd

 

14:05    Financing Indonesian coal producers

Understanding the current environment

What are the fundamental risks

Where to from here?

Nick Halkas, Executive Director, Natural Resources, ANZ

 

14:25    Learning from the Indonesian regulatory experience – What emerging Asian coal markets should do differently to Indonesia from a regulatory perspective

Understanding the nature of foreign investment in mining projects

Balancing the needs and concerns of foreign investors with domestic interests

The importance of ensuring regulatory certainty and consistency

The realities of mandating domestic processing and refining

Bill Sullivan, Licensed Foreign Advocate, Christian Teo Purwono & Partners (in association with Stephenson Harwood)

 

14:45    Developing and operating coal projects to meet Philippines domestic demand

Review of coal resources and reserves in Philippines

Outlook for coal mining in Philippines in the next five years 

Overcoming logistical challenges to ensure the coal meets the market

Timeline for commissioning new mine-mouth coal fired power plants by 2015

Joseph Omar Castillo, Vice President for Business Operations, PNOC-EC

 

15:05    Question and discussion

 

15:15    Networking refreshment break

 

Session 4: PERSPECTIVES FROM THE COAL PRODUCERS

 

15:45    Chair’s opening remarks

            Geoffrey Gold, Chief Executive Officer, Asia Mining Research

 

This panel will offer a selection of international coal producers to discuss how they can supply these new markets. The focus will be on the producers that specialise in lower rank coals and panellists will be requested to discuss the exact qualities of coal that they can make available as well as how they intend to incorporate SE Asian markets into their future marketing strategies.

 

Aris Munandar, Director, PT Permata Energy Resources

F Hary Kristiono, Business Development and Marketing Senior Manager, PT. Medco Energi Mining International

Boon-Anant Srikhao, Executive Vice President, Thai Capital Corporation Public Company Limited

 

17:00    Close of day one

 

17:30    Networking drinks reception – Vertigo Bar, The Banyan Tree

            Sponsored by

 

 

DAY TWO – Friday 16 November 2012

 

08:30    Welcome coffee

 

09:00    Opening remarks

Louisa Pratt, Conference Producer, Coaltrans Conferences Ltd

           

Session 5: MATCHING COAL AND ENERGY PRICES WITH INTERNATIONAL MARKETS

 

09:05    Chair’s opening remarks

            Lanita Idrus, Publisher, The ASIA Miner; Coal Age Asia

 

09:10    SE Asian coal price and demand trends - Evolving approaches to price setting

            Steam coal price trends (2000 – September 2012)

Are traditional steam coal price indices accurate indicators of what power customers are paying for steam coal in the coal markets of SE Asia?

Chinese contract defaults during 2012 - How much are Chinese coal buyers really paying for their coal imports and will they adhere to their physical supply contracts?

Regulatory control over domestic power prices in Indonesia, India and China and their impacts on the price of physical coal in SE Asia

Alternative price futures for steam coal in SE Asia through to 2015

Bart Lucarelli, President, Roleva Energy

 

09:30    Buying from the international market – How to achieve the best deal for you

Benefiting from the international trading platforms

Role of indices in giving transparency to the market

Short term contracts versus long term arrangements

James O’Connell, Senior Managing Editor, Platts

 

09:50    Possible impacts of an ASEAN power distribution network on location of coal fired power plant and steam coal demand in SE Asia

Status of regional power transmission grid in South East Asia

Necessary developments to improve transmission and distribution of energy across the region

Advantages of using a power share programme

Paulius Kuncinas, Regional Editor, Oxford Business Group

 

10:10   Case studies of operating power plants in the Philippines

Coal sourcing – Spot/domestic

Operating Regime - Challenges/opportunities

Open Access - Game changer for the market?

Frank Thiel, Managing Director, Quezon Power (Philippines) Co.

 

10:30    Questions and discussion

 

10:45    Networking refreshment break  

 

Session 6: FACTORING IN THE ENVIRONMENT

 

11:15    Chair’s opening remarks

 

11:20    GTL Energy coal upgrading - Commercial plant proves technology

Working through the scale-up stages to reach commercial deployment of the Solid Energy plant in New Zealand

Addressing all key risks to guarantee success

Creating a platform for technology deployment in Asia through large scale project development

Blake Williams Chief Commercial Officer and CFO, GTL Energy

 

11:40   Beneficiation of low rank coals - Making transportation of coal more efficient

Analysis of upgrading coal technologies on Indonesia’s low rank coals

Ability to overcome potential reabsorption of water or spontaneous combustion

Benefits of coal upgrading technology

Hiromichi Ishino, General Manager – Sales & Marketing, Coal & Energy Division, Natural Resources & Engineering Business, Kobe Steel Ltd.

 

12:00    The environmental upside of UCG mining methods

            Kev Garner, General Manager Asia, Cougar Energy Pty Ltd

 

12:20    Questions and discussion

 

12:30    Networking lunch sponsored by 

 

Session 7: OVERCOMING LOGISTICAL CHALLENGES

 

14:00    Chair’s opening remarks

            Lanita Idrus, Publisher, The ASIA Miner; Coal Age Asia

 

14:05    Prospects of barging from Indonesia – Is it an option?

Understanding the economics of barging coal from Indonesia to SE Asian countries

Use of low draft river barges and other options for making barging a lower cost transport option

Weather, sea conditions and other factors that limit the use of barges for coal transport

Patrick Jourdain, General Manager, LD Ports & Logistics (Asia)

 

14:25    An insight into Vietnam’s infrastructure requirements and developments

Demand for on-land coal terminals – How will this be met?

Working with the Government to meet Vietnam’s infrastructure demands

Potential use of floating platforms/transshipment facilities to overcome the depth restrictions

Oliver Massmann, Partner, Duane Morris Vietnam LLC

 

14:45    Managing Indonesian coal supply chain – Rethinking it mine to market

            An overview of Sumatera and Kalimantan mines and their rivers

            Addressing coal quality degradation issues throughout logistics

            Linking up with your coal suppliers’ suppliers and competitors

            Roy Simanjuntak, Principal Consultant, Rethnic

 

15:05    Questions and discussion

           

15:15    Closing remarks

 

15:20    Close of day two