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Agenda Overview

Day One – Thursday, January 31

 

08:00     Registration & coffee

 

09:00     Welcome & opening remarks

                Sarah Robertson, Senior Conference Manager, Coaltrans Conferences Ltd.

 

 

Session 1: Opening Keynotes

 

 

09:10     Chair’s opening remarks

Paul Reagan, President, Sampling Associates International

               

09:20     Putting coal into context

Separating the rhetoric from the reality

Kevin Crutchfield, CEO, Alpha Natural Resources

 

09:40     Expanding horizons: Will U.S. coal play an expanding role in the world marketplace?

·         Increasing competitiveness of U.S. exports to Europe and Asia

·         Challenges and opportunities through 2020

·         Transition from swing supplier to global cornerstone?

John Eaves, President, Arch Coal

 

10:00     Working with improved margins: Coal’s comeback in the Illinois Basin

·         Why take a greater stake in Illinois Basin coal assets?

·         Growth potential within the Basin

·         Economics compared with Appalachian production

Michael Beyer, CEO, Foresight Energy

 

10:20     Politics & coal: Where are we now?

·         Impact of 2012’s presidential race victor on the USA’s coal sector

·         EPA regulation – ramifications of the Federal appeals court’s overturning of the Cross-State Air Pollution rule

·         Scope for collaboration between the industry and its regulators

Fred Palmer, Senior Vice President Government Relations, Peabody Energy

 

10:40     Questions & discussion

 

10:50     Networking refreshment break

 

 

 

Session 2: Making sense of the economics

 

 

11:20     Chair’s opening remarks

                Matt Anderson, Executive Director, Mizuho Securities USA

               

11:30     Economic update: Meltdown or the road to recovery?

·         Explore the global economic situation

·         Quantify the impact of macroeconomics on the U.S. coal sector moving forward thorugh 2015

·         What about the long-term picture?

J. Christopher Haberlin, Vice President – Research, Davenport & Company

 

11:50     The natural gas revolution

·         Evaluate displacement of coal by natural gas developments

·         Impact of gas-fired power generation on new coal-based projects – how much combined cycle expansion is coming online?

·         Competing for the ‘energy security’ mantle – what role can coal play?

Emily Medine, Principal, Energy Ventures Analysis

 

12:10     Let’s talk money: Wall Street & the broader financial perspective

·         Investor appetites and lending trends  for U.S. coal projects

·         Capital markets update

·         Recovery timeline: Are we likely to see a recovery and if so, when?

Michael Dudas, Managing Director, Sterne Agee & Leach

 

12:30     Questions & discusssion

 

12:40     Networking lunch

 

 

Session 3: Thermal Coal: Market Dynamics & End-User Perspectives

 

 

14:00     Chair’s opening remarks

                Jim Thompson, Senior Vice President, Energy Publishing LLC

               

14:10     Thermal coal demand: Outlook & opportunity

·         The impact of MATS and remediation equipment on the cost of Coalgen

·         2012-2015 thermal coal demand outlook

·         Coal generation capacity factors through 2015 and the opportunity for higher utilization and coal burn

·         Coal generation and the challenges from nuclear and renewable energy

Gordon Howald, Senior Vice President – Utility Group, Doyle Trading Consultants

 

14:30     Hear from the end-users: Utility Panel

 

Back by popular demand for our 2013 edition, Coaltrans USA once more brings you the latest commentary from major
U.S. thermal coal buyers, reflecting on 2012 developments and looking forward to the future. Key issues that will
be addressed by the panel include:

 

·         Stockpile levels and their impact on the purchasing strategy of major utilities

·         Procurement methodology – What makes an attractive supplier? Is it all about price?

·         Infrastructure and logistics considerations

·         Diversifying your portfolio and ensuring security of supply through supplier and basin flexibility

 

Robert R. Hardman, Director – Coal Services, Southern Company

Hank Baumann, Director – Coal Supply/Transportation East, PPL Corporation

Michael Shinn, General Manager of Fuel Procurement & Asset Management, SCANA

 ...further panellists to be announced

 

15:20     Networking refreshment break

 

 

Session 4: Infrastructure Update – Keeping the USA’s coal moving

 

 

15:50     Chair’s opening remarks

                Scott Becnel, COO, United Bulk Terminals

 

16:00     Gulf Coast port developments

·         Rationalize recent increased interest in Gulf Coast-based coal exports

·         Coping with increased export volumes and ensuring a sustainable U.S. export platform

Cees Van De Mortel, Chief Operating Officer, T. Parker Host

 

16:20     Using the rivers effectively: The barge industry

·         Current state of play

·         Growing in tandem with port developments

·         How can we avoid barge rates pricing U.S. coal out of the market?

Daniel T. Martin, Senior Vice President & Chief Commercial Officer, Ingram Marine Group

 

16:40     Moving from fiction to fact? West coast terminal expansion update

·         Explore current plans for west coast terminals

·         Evaluate demand for cargos out of the western U.S. and its longevity

·         Measure the impact of the Panama Canal expansion on west coast terminal plans

Everett King, President & CEO, Ambre Energy

 

17:00     New routes for U.S. coal producers to reach international markets

                Maximizing the potential of existing facilities/ports

·         Follow-up for the Northern Corridor option

·         Coal volumes handled through the Port of Quebec

·         Terminal Expansion

·         What to expect going forward

Geoff Lemont, Vice President – St. Lawrence Stevedoring, Quebec Stevedoring Group

 

17:20     Full steam ahead for U.S. railroads?

·         Coping with domestic coal demand fluctuations

·         Pricing coal transportation effectively

·         Identifying and fixing bottlenecks – new capacity expectations?

Jamie Heller, President, Hellerworx

17:40     Questions & discussion

 

17:50     Close of Day One




DAY TWO – Friday, February 1

 

09:30     Welcome

                Sarah Robertson, Senior Conference Manager, Coaltrans Conferences Ltd.

 

 

Session 5: Metallurgical coal supply

 

 

09:35     Chair’s opening remarks

                Ernie Thrasher, CEO & Chief Marketing Officer, Xcoal Energy & Resources

 

09:45     Global met coal outlook and the role of the USA

·         How does U.S. met coal fit in to the global picture?

·         Overcoming fluctuations in global steel demand

·         Identifying key challenges and opportunities facing US met coal producers

 

10:05     New met coal ventures and expansion possibilities

·          What is the outlook for new met coal projects or expansions?

·         Valuation challenges an pitfalls

·         M&A activity

Robert Stall, Partner, Ernst & Young

 

10:25     Overseas met coal producer perspective

·         Met coal resources and production capacity

·         Evaluate the most promising buying regions for met coal and where increased demand is expected to materialize

·         Explore opportunities for partnerships between international met coal producers and the USA?

Patrick Hanna, Executive Director, Cokal Limited

 

10:45     Questions & discussion

 

10:55     Networking refreshment break

 

 

Session 6: Metallurgical coal – The buyers’ perspective

 

 

11:25     Chair’s opening remarks

               

11:35     Met coal buyers panel

 

For the first time, Coaltrans USA brings you a panel of both international and domestic met coal buyers offering their insights
into the changing steel market dynamics and debating key issues including:

 

·         Reconciling plummeting steel demand with huge future infrastructure projects like the 2016 Olympics in Rio de
Janeiro and South American demand for met coal

·         Looking East: How much can China and other Asian economies be relied on as steady consumers of U.S. met coal?

·         Exploring European demand for U.S. met coal in the light of the continuing Eurozone crisis

·         Understanding fluctuating pricing dynamics: Have we bottomed out and where will we end up?

·         Evaluating procurement strategies

 

P. Michael Hardesty, SVP Sales & Commercial Operations, SunCoke Energy

Mike Nobis, Director of Coal Trading, DTE Coal Services

Mike Grim, Vice President, Oremco Inc
...further panellists to be announced

 

12:30     Closing remarks

                Sarah Robertson, Senior Conference Manager, Coaltrans Conferences Ltd.



12:30 – 14:00  Farewell Lunch

 

Join us for lunch to reflect on the lessons learned at the event before heading to the airport for your flight or enjoying an afternoon
in the Miami sun!


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