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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!