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Agenda Overview

Sunday 1 June – Pre-conference Programme

(06:30 – 13:00)
Complimentary Coaltrans Golf Tournament 
Bali Golf Course, Nusa Dua

(08:00 – 12:00)
Complimentary Coaltrans Tennis Tournament 
The Westin Tennis courts, Nusa Dua

(10:00 – 18:00)
Complimentary Coaltrans Football Tournament 
The Coaltrans Friendly Games – Multiple sports

(16:00-19:00)
Pre-conference Registration 
Bali International Convention Centre: Access via registration tent at front gate

Coaltrans Networking Welcome Reception (1900 -2200)
Westin Resort Summer Garden

Monday 2 June 2014 DAY ONE


0800 Registration opens

0800 Exhibition opens

09.15 Welcome and opening remarks

Henry Hely Hutchinson, Managing Director, Coaltrans Conferences

Keynote Session One (09.30 – 11.00)

Chair: Edward Gustely, Managing Director, Penida Capital and Senior Advisor to Indonesia's Ministry of Finance

Indonesia’s energy policy

• Reflecting on developments in Indonesia’s coal sector over the past year
• What can Indonesia’s coal miners and investors expect in 2014-15?
• Strategies for empowering coal-fired IPP developers to fulfil future power generation capacity requirements

H.E. Jero Wacik, Minister for Energy and Mineral Resources, Republic Indonesia

Effective policies for driving growth in Indonesia’s mining and energy sector

• Ensuring an effective and constructive taxation framework
• Creating an environment conducive for investment
• Role of infrastructure development in generating investment spending in Indonesia
• Indonesia’s partners on the international stage – How are bilateral trade links developing?

Dr. Chatib Basri, Minister for Finance, Government of Indonesia

11.00 Networking break and refreshments

Keynote Session Two (11.30 – 13.00)

Assessing the future of coal as a key fuel source in Japan

• The growing importance of coal in Japan, relative to other fuel sources
• Gas vs. coal vs. renewables - Where does the future lie?
• Indonesia's coal challenges and expectations from a Japanese buyer’s viewpoint

Yoshihiko Sakanashi, Executive Vice President, J-Power

Perspective of a world leading steel producer – China’s steel demand outlook

• Moving towards a consumer led economy – What impact is this having on the steel sector?
• Key considerations around security of raw materials supply
• Assessment of the key factors shaping domestic coking coal supply

Mr Zhang, President of Raw Materials Purchase Center, Baoshan Iron & Steel Co., Ltd.

China’s coal sector – Feeling the heat?

• Assessing forecasts for Chinese energy mix to 2030
• Meeting climate change targets – The practicalities
• What are the latent factors affecting China’s energy sector?

Keisuke Sadamori, Director for Energy Markets and Security, International Energy Agency

13.00 Networking Lunch

Keynote Session Three (14.30 – 15.30)

Chair: Alberto Migliucci, Chief Executive Officer and Founder, Petra Commodities


Keynote panel discussion

• Mining the resources not the market
• Pit to port - what are the keys to a success operation
• What barriers to entry are there for entrepreneurs or investors?
• Today's market - How is the industry responding to changes?
• Where is the industry headed?

Panellists:

Ken Farrell, Director, PT Bumi Resources and Commissioner of KPC
Peter Bond, Chief Executive Officer and Founder, Linc Energy
Craig Ransley, Founder, Guildford Coal Limited

15.00 Networking break and refreshments

MAREX SPECTRON WORKSHOP: Trading Masterclass (14.30 – 15.30)


• Hedging your exposure – What are the options?
• Asian coal trading – Markets and instruments
• The transition in Chinese commodity markets – Opportunities and connectivity
• API8 as a robust instrument for import pricing
• Case studies and examples

Instructors:

Ola Strand Andersen, Managing Director, Marex Spectron Asia Pte
Erlend Engelstad, ‎Vice President - Business Development Asia, Marex Spectron Asia Pte

15.30 Networking break and refreshments

Keynote Session Four (16.00 – 17.30)

Managing effective and efficient progress in Indonesia’s coal sector

• Ministry’s vision for Indonesia’s coal sector to 2020
• The missing millions – What to do about a 50-60mt in unrecorded coal production?
• Regulating a cyclical commodity industry – Government perspective on coal price prospects

Dr R Sukhyar, Director General for Mineral Resources, Coal and Geothermal Affairs, Republic Indonesia

PT Bukit Asam – Expanding horizons

• Evaluating demand for a 22% planned increase in PTBA’s production volumes in 2014
• Investment in coal-fired power at home and abroad
• Where is Indonesia’s coal industry headed?

Mr. Milawarma, President Director, PT Bukit Asam Tbk

Powering forward in Indonesia’s electrification strategy

• Key factors around achieving coal consumption of 76.6mt in 2014
• Electricity tariffs and pricing considerations
• Status of the 10,000MW crash programme and what this means for coal demand

Helmi Najamuddin, Head of Coal Division, PT PLN, Republic Indonesia

17.30 Close of Day One

20th Anniversary Coaltrans Asia Gala Awards Dinner (1800 until late)

In celebration of this year’s 20th Anniversary edition Coaltrans invites all delegates to join a celebratory Gala Awards Dinner. In honour of the great and good of Asia’s coal industry.

Tuesday 3 June 2014: DAY TWO


0900 Exhibition opens

0930 Conference opens

Delegates will have a choice of two streamed sessions throughout Day Two.

Session 5A: Steeling the limelight – Asia’s metcoal market (09.30 – 11.00)

It is estimated that only 39mt of the planned 156mt of new metallurgical coal supply will make it onto the market by 2018. This Keynote session will examine emerging metcoal supply trends and the factors shaping the metcoal, coke and steel sectors from 2014 onwards.

No frontiers? A look at Mozambique’s metcoal resource development

Pascoal Alberto Bacela, National Director of Electrical Energy, Ministry of Energy, Mozambique

An assessment of the key risks facing the global metcoal market

Mike Elliott, Global Mining and Metals Leader, Ernst & Young

Panel discussion: Pricing, international trade, investment and costs in Asia’s metallurgical coal, coke and steel markets

Panellists:

Ken Allan, Finance Director, PT Borneo Lumbung Energi & Metal Tbk

Arun Kumar Jagatramka, Chairman and Managing Director, Gujarat NRE Coke Ltd.

Session 5B: Fuel - Targeting the largest cost in mining and transport (09.30 – 11.00)

Chair: Bob King, Director, King Mining, and Co-Organiser of Coaltrans Asia

Achieving efficiencies at the mine site

Max Van der Pols, CEO Indonesia & Singapore, Renoir Consulting

The conversion of mobile equipment and static plants from diesel to LNG

Richard A. Fuller, Managing Director, PT Pandawa Consultama Sejati

11.00 Networking break and refreshments

Session 6A: Indonesia’s coal suppliers (11.00 – 12.30)

This popular session returns in 2014 to offer delegates a rare insight into the outlook for the world’s largest thermal coal exporter, by those at the heart of the industry.

Chair: David Heap, Marketing Director, PT Harum Energy

Indonesian suppliers’ panel

• Production forecast
• Supply challenges
• What will shape Indonesia’s coal industry in the short, medium and long term?

Panellists:

Edwin Tsang, Marketing Director, PT Adaro
Michael Soerijadji, Marketing Director, PT Adimitra Baratama Nusantara
Ben Burgess, Director, Avra Commodities Pte Ltd.
Sreejith Chalakkal, Marketing Manager, PT Bayan Resources Tbk.
Hartono Widjaja, Director, Head of Sales and Logistics, PT. Indo Tambangraya
Gary Vernon, Gary Vernon, Executive Director, Global Head of Coal Trading, Macquarie Bank

Session 6B: "Step Change" in mining and logistics to improve margin (11.00 – 12.30)

Chair: Keith Whitchurch, President Director, PT SMG Consultants

Groundprobe radar: What is it and how does it work?

Rick Russ, General Manager and Director (Asia), GroundProbe

Cost, productivity, safety - Driving haulage performance through payload

Ian Lynass, Managing Director and CEO, Bis Industries

New generation of barging - self propelled barges, shallow draft barges

Matthieu Lavoine, General Manager, Orchard Marine Services / Dreyfus Group

GPS on tug/barge fleet to improve efficiency in cycle time

Ika Bethari, Chief Financial Officer and Corporate Planning Director, PT Mitrabahtera Segara Sejati Tbk (MBSS)

12.30 Networking Lunch

Session 7A: Regulation and policy (14.00 – 16.00)

Chair: Haydn Dare, Foreign Counsel, Soemadipraja & Taher/ Herbert Smith Freehills

Keynote presentation: Effecting government policy through a successful taxation framework

Ali Masykur Musa, Member IV - The Audit Board, Republic Indonesia

This Keynote panel discussion will examine recent changes in Indonesia’s regulatory sphere and examine legislation that affects those working in Indonesia’s coal mining sector

• Update on regulatory changes
• Ban on export of unprocessed minerals – Will this be extended to coal?
• Is it feasible to establish a royalty fee based on index price rather than pricing percentage?
• Strategies for tackling the estimated 56 million tonnes of missing coal annually
• Impact of the elections on regulatory policy implementation and clarification

Jarman M.Sc., Director General of Electricity
Edi Prasodjo, Coal Director, Ministry of Energy and Mineral Resources
Paul Lubis, M.T., Director - Program Supervision, Directorate General Mineral and Coal
Bob Kamandanu, Chairman, Indonesian Coal Mining Association (APBI ICMA)
Tino Ardhyanto A.R., Director of Government Relations PT. Indika Indonesia Resources

Session 7B: Roundtable discussions (14.00 – 16.00)

Roundtable 1: Making inroads into China’s coal import market

Roundtable leader: Dai Bing, Director, JYD Coal Industry Research Center 

Roundtable 2: A foreign investor perspective on the path to building a new coal mine in Indonesia - Lessons learned

Roundtable leader: Pat Hanna, Executive Director, Cokal 

Roundtable 3: Pit to port infrastructure: Implementing cost efficiencies in coal transportation 

Roundtable leader: Andy Coles, Executive Manager Business Development and Estimating, PT Thiess Contractors Indonesia 

Roundtable 4: The importance of reliable and accurate reporting – Challenges and solutions for coal suppliers, buyers, traders 

Roundtable leader: David Barnes, Group Head of Sales and Marketing and Corporate Strategy, PT Carsurin

Roundtable 5: Regulation and policy

Roundtable leader: Milan Radman, Senior Legal Consultant, Baker & McKenzie

Roundtable 6: Negotiating coal supply and off-take agreements – Thinking outside the box

Roundtable leader: Tom Kearney, Managing Partner, Connect Capital Partners

Rountable 7: Is the coal market at a turning point?

Dr. Fabio Gabrieli, Director, Dry Bulk Analysis and Strategy, Mercuria Energy Trading 

Roundtable 8: Conducting a PPP bidding process – Experience of bidding for the US$2.5 billion Central Kalimantan railway project

John Hopkin, Advisor to the MAP Consortium

Roundtable 9: Timing it right – Is now the time to invest in Asia’s coal mining projects?

Bert Koth, Director, Denham Capital 

Roundtable 10: Inviting Indian investor participation in coal assets: pitfalls, learnings and the way forward

Rohit Kakkar, Managing Director, Eternus Capital 

Roundtable 11: How much is your mine worth? Accurately assessing mine value

Robert de Jongh, Managing Director, ASEAMCO Pty Ltd.

Roundtable 12: Asian utilities are betting on Indonesian low-rank coal. Is this the wrong bet?

Roundtable leader: Clyde Russell, Asia Commodities Columnist, Thomson Reuters

Roundtable 13: Turning around under-performing assets and effectively managing operational costs

Michael Spence, Director Partners in Performance 

Roundtable 14: Meeting India’s demand for coal in 2014 and beyond – What is in store for Asia’s tiger?

Rahul Bhandare, Chairman Managing Director, Knowledge Infrastructure Systems

Roundtable 15: China’s Pursuit of the “Everything But Coal” Strategy: a New Era for Electricity and Coal?

Anthony Yuen, Director – Commodities Strategy, Citi Research


16.00 Networking break and refreshments

Session 8A: The Enigmas – China and India (16.30 – 17.30)

The IEA recently predicted that China will account for nearly 60% of new global demand over the next five years. Meanwhile India’s coal demand-supply gap is projected to reach 266mt by 2017. This session will discuss fuel mix, import policies, domestic production, qualities and logistics affecting China and India’s coal industries over the next 2-10 years. It will also offer an examination of any ‘underestimated’ factors that are likely to affect each region’s ability to fulfil its coal supply.

Jim Nicholson, Senior Vice President Asia, Argus Media
Jimmy O’Connell, Editor in Chief, Platts

Panellists:

• Amulya Charan, Independent Advisor, Energy, Infrastructure & Finance
• Rohit Singh, Head of Strategy and Business Development, PT. OORJA Group
• Mark Gresswell, Chief Analyst, Salva Report

Session 8B: Finance and Investment (16.30 – 17.30)

This session brings together key project investors operating in the coal space across Asia to discuss the appetite and challenges facing investors in the current climate.

Chair: Sacha Winzenried, Partner/ Technical Advisor, PwC Indonesia

Should one invest in Indonesia’s coal mining sector - Where, when, why and how?
Sacha Winzenried, Partner/ Technical Advisor, PwC Indonesia

Panel Discussion:

• How much project financing is taking place?
• A look at capital markets and appetite for coal investments
• Currency fluctuation and impact on investment rationale
• Debt refinancing: How are company balance sheets faring the current climate?
• Strategies to ensure reliable project valuations
• What impact is shareholder pressure having on new project investments?

Panellists:

Paul Early, Managing Director, Head of Mining & Metals APAC, Investment Banking Asia Pacific, Barclays
Viral Gathani, Managing Director, Head of Energy, Natural Resources & Infrastructure, Investment Banking, CIMB
Arnout van Heukelem, Global Head of Metals and Mining, ING Asia
Zia Azeez, Head of North Asia, Indonesia, India; Power, Infrastructure and Mining Project Finance, Sumitomo Mitsui Banking Corporation

17.30 Close of Day Two

(1800 until late)
Coaltrans Evening Networking Reception 

Join us for a relaxed networking reception on the breathtaking beachfront of the Westin hotel.

Wednesday 4th June 2014: Day Three


09.00 Exhibition opens

09.30 Conference opens

Session 9: Thermal coal procurement – Emerging influences (09.30 – 11.00)


Chair: Benedikt Sobotka, Managing Director, Bryanston Resources

Vietnam’s domestic coal reserves and the outlook for their production

Dinh Quang Trung, General Manager, Import-Export Division, Vinacomin (to confirm title)

Panel discussion:

• Considerations around securing supply as global coal consumption is estimated to rise by 25% by 2020
• International coal export policies and managing risk in long term supply
• Upstream investment in coal mining – Is this an attractive prospect?
• How are currency fluctuations impacting on supply competition
• Investment in coal-fired power – Existing and planned
• Quality needs and changes in blending strategies
• Coal indices – Are they a reliable mechanism for price realisation?

Panellists:

Hiro Mizukami, General Manager, Fuel Dept., Hokuriku EPCo.

11.00 Networking break and refreshments

Session 10: Crystal Ball Session (11.30 – 12.45)

• A summing up of many of the key messages of the 20th Anniversary Coaltrans Asia conference
• What are the most pressing challenges facing Asia’s coal industry in 2014 -2015?
• Working with government to foster understanding of the risk/ reward ratio of mining investments
• How is coal faring compared to competitive fuels across Asia?

Panellists:

John Kurtz, Partner and Head of Asia Pacific, AT Kearney
Mark Crosby, Associate Professor of Economics, Melbourne Business School
Kaushik Das, Chairman – Indonesia, McKinsey & Co
A Senior Representative, Boston Consulting Group
Shard Apte, Partner & Head of Asia-Pacific Utilities & Alternative Energy Practice, Bain & Co

12.45 Close of conference and closing remarks

Henry Hely Hutchinson, Managing Director, Coaltrans Conferences Ltd.

13.00 Closing networking lunch