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Agenda Overview

Sunday 12 October 2014

1700 – 2000 Pre-Conference Registration

1800 – 2030 Welcome Reception, Tivoli Complex, Andersen Hall

Monday 13 October 2014

0700 Registration

0800
Exhibition opens

MORNING KEYNOTES

What is the future for Poland’s coal industry?

  •  Balancing low cost energy supply and energy security with EU decarbonisation targets

HE Mr. Janusz Piechocinski, Deputy Prime Minister, Minister of Economy of the Republic of Poland

The Future of Coal: Political Agendas and Economic Realities

  • The Lessons of Europe
  • Choices facing the United States
  • Rising economies and the shape of global demand

Kevin Crutchfield, Chairman and Chief Executive Officer, Alpha Natural Resources

Perspective of the world’s largest thermal coal exporter

  • Challenges and opportunities facing the Indonesian coal market
  • Implementation of a $1.3 billion debt-for-equity swap deal with China Investment Corporation
  • Changing demographics in international coal supply and pricing dynamics

Andrew Beckham, Director, PT Bumi Resources

Afternoon Keynotes

Making black the new green

  • Observations from over 30 years in the mining and energy field
  • Coal’s growing role in the global energy markets
  • Technology innovations in the path to a low carbon future

Greg Boyce, Chairman & Chief Executive Officer, Peabody Energy

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

    The Turkey-Colombia connection

    • A captive market in Turkey – What is the forecast for coal demand?
    • Key strategies for investing in a Colombian thermal coal minE
    • Proposed plans to overcome infrastructure constraints associated with the location of the mine

    Robert Yildirim, President, Yildirim Group

    Seaborne & China’s coastal trade interactions:

    • China’s coastal and seaborne thermal coal import requirements
    • Infrastructure investment and impacts upon thermal import requirements
    • China’s coastal area’s underlying and apparent demand

    Alex Tonks, Head of Thermal Coal, CRU

    Meet the Coal Buyers Networking Session

    Join us for a one hour networking session on Monday afternoon for the opportunity to meet many of Europe’s top coal buyers. No pre-registration is required. Confirmed attendance so far includes:

    - Vojtěch Příman, Fuel Cycle Director, ČEZ, a. s.
    - Štěpán Kořenský, Procurement Specialist Fossil Fuel, ČEZ, a. s.
    - Bente Kristensen, Procurement Officer, Coal & Oil, DONG Energy Thermal Power A/S
    - Dave Docker, Head of Fuel Procurement, Drax Power Station
    - Gustavo Fernandez, Head – Coal & Freight, E.ON Global Commodities
    - David Dawes, Marketing & Business Development, RWE Supply & Trading
    - Jose G. Valdez Garcia, Coal Manager, Comision Federal de Electricidad Mexico
    - Mark Cregg, Fuel Trading, ESB Power Generation
    - Zakariyae Tajani,
    Head of Fuels Division, Office National de l’Electricité et de l’Eau Potable, Morocco

    Workshop Trading Masterclass by Marex Spectron

    • Hedging your exposure – What are the options?
    • Asian coal trading – Markets and instruments
    • The transition in Asian commodity markets – Opportunities and connectivity
    • Explore robust instruments for hedging import and exports of thermal and coking coal
    • Case studies and examples

    Workshop leader:
    Ola Strand Andersen, Managing Director, Marex Spectron Asia Pte Ltd
    Georgi Slavov
    , Head of Basic Resources Research Group, Marex Spectron 

    Guest Speaker:
    Srinidhi Udupi Raghavendra, Vice President, Commodities, SGX

    Evening Networking Reception

    City Hall, Copenhagen

    Tuesday 14 October 2014

    0830 Registration

    0830 Exhibition opens

    How is dry bulk shipping changing as it heads towards recovery?

    Chair: Peter Borup, President, Lauritzen Bulkers

    Discussion points include:

    • How are eco-ships changing the economics of dry bulk freight
    • Are we overinvesting again? Is the industry heading into a period of structural oversupply?
    • Demographic of ship supply – Is port development leaning towards the capesize sector and what does this mean for other vessels?

    Hear from panellists including:

    Hans Christian Jensen, Director Ocean Freight, ADM
    Christopher Rex
    , Head of Research, Danish Ship Finance
    Herman Billung
    , Chief Executive Officer, Golden Ocean

    Can coal fix its image problem? Denial gets us nowhere

    Chair: Tom Kearney, Managing Director, Capital Connect Partners

    Green bonds and the coal industry – A new frontier?

    Martin Mills
    , Head of Green DCM, EMEA, Bank of America Merrill Lynch

    Findings of I-Pri study into health effects of coal-fired power stations

    Peter Boyle
    , Director, International Prevention Research Centre

    Discussion points include:

    • How do we get the coal industry to be more proactive in showing how the world benefits from it?
    • What positive actions can the coal and coal-fired power industries take to get a reasonable and fact-based coal message out there?
    • What ‘natural allies’ does the coal industry possess and who should it be working with?
    • Where might the anti-coal lobby’s arguments have merit and how can the coal industry pro-actively mitigate these?
    • Can we find common ground?

    Hear from panellists including:

    Rasmus Due Skov, Head of Responsible Sourcing, DONG Energy
    Vic Svec
    , Senior Vice President - Global Investor and Corporate Relations, Peabody Energy
    Martin Christie
    , Executive Director, Better Coal

    Thermal coal trade and pricing

    50% of global demand powering 20% of the world’s population

    • Will China’s coal demand peak before 2020?
    • Effects of regulations and “coal-electricity integration”
    • Costs and impact of mine consolidation, and taxes/ bans

    Anthony Yuen, Ph.D., Director, Commodities Strategy, Citi Research

    Is the coal market at a turning point?

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

    Discussion points include:

    • What are the key challenges facing Europe’s thermal coal buyers?
    • Adapting blending strategies to increasingly diversified supply sources
    • Strategies around executing price risk management
    • Impact of the Ukrainian revolution on Russian and Ukrainian coal supply
    • Are European utilities losing attractiveness to international suppliers?

    Hear from panellists including:

    Freddie Staermose, Business Development Manager, Coal and Biomass, Argus
    Gustavo Fernandez
    , Head – Coal & Freight, E.ON Global Commodities
    Ivan Van Niekerk
    , Head of Coal Trading Asia Pacific, GDF Suez
    James O’Connell
    , Editorial Director – Coal, Platts
    Mark Gresswell
    , Director & Chief Analyst, Salva Report

    Energy Security vs Carbon Emissions – What is the future for coal in Europe?

    Chair: Nick Butler, Visiting Professor and Chair of the Kings Policy Institute at Kings College London

    Discussion points include:

    • Shifting priorities – EU 2030 targets on climate and energy
    • Shale gas – Major competition for coal in offering regional energy security?
    • The coming carbon tax crisis and the effect/advantages for coal generating capacity
    • Investment appetite for coal-fired power under current regulatory framework

    Hear from panellists including:

    Stephen Key, Climate and Energy Consultant and an Associate Fellow at the Centre for European Reform
    Dave Docker
    , Head of Fuel Procurement, Drax Power Station

    Metallurgical coal demand – How long will the steel market continue to stall?

    Chair: Neil Bristow, Managing Director, H&W Worldwide Consulting

    Discussion points include:

    • Status of supply from emerging metcoal supply regions e.g. Mongolia and Mozambique
    • How are steel producers diversifying sources of coal supply?
    • Pricing mechanisms for spot contracts – How robust are these?
    • Viability for natural gas as an alternative to coal in the steel production process
    • Strategies for merchant coke producers to remain competitive in existing markets

    Panelists to be confirmed

    Interactive Roundtable Discussions 

    ROUNDTABLE 1: Structural oversupply in the thermal coal market – Key dynamics and for how long will this continue?
    Ted O'Brien
    , CEO, Doyle Trading Consultants

    ROUNDTABLE 2: Dynamic Eastern Africa – growth of a new coal industry
    Graeme Robertson
    , Executive Chairman, Intra Energy Corporation Limited

    ROUNDTABLE 3: China’s pursuit of “everything but coal” strategy: a new era for electricity and coal?
    Anthony Yuen, Ph.D
    ., Director, Commodities Strategy, Citi Research

    ROUNDTABLE 4: Sustainability and practicality of spot pricing in Asia’s coal market
    Ivan Van Niekerk
    , Head of Coal Trading Asia Pacific, GDF Suez

    ROUNDTABLE 5: Is the coal market at a turning point?
    Dr Fabio Gabrieli,
    Director, Dry Bulk Analysis & Strategy, Mercuria Energy Trading

    ROUNDTABLE 6: Energy priorities for the new commission. Is carbon capture and storage dead? Impact of shale gas on world coal prices?
    Nick Butler,
    Visiting Professor and Chair of the Kings Policy Institute at the Kings College London

    ROUNDTABLE 7: Metallurgical coal market – Supply dynamics and scope for future growth in spot pricing?
    Neil J Bristow
    , Managing Director, H&W Worldwide Consulting

    ROUNDTABLE 8: Contracts and pricing formulas
    Guillaume Perret
    , Director, Perret Associates

    ROUNDTABLE 9: Can coal fix its image problem?
    Tom Kearney,
    Managing Director, Capital Connect Partners

    ROUNDTABLE 10: Petcoke vs coal in fuel supply, and challenges around petcoke production, qualities and trading
    Patrick Peenaert
    , Lafarge coal and petcoke consultant

    ROUNDTABLE 11: How will gas pricing and supply continue to impact on Europe’s coal market?
    Carlos Fernandez Alvarez
    , Senior Coal Analyst, International Energy Agency

    ROUNDTABLE 12: Intra-fuel competition in Asian, European and US power markets
    Andy Roberts,
    Principal Analyst – International Thermal Coal, Wood Mackenzie

    ROUNDTABLE 13: China and India. The last true hopes for coal or the great pretenders?
    Clyde Russell,
    Asia Commodities and Energy Columnist, Thomson Reuters

    ROUNDTABLE 14: How are logistical developments/constraints on SADCC’s rail and road corridors affecting Southern Africa’s future as a coal exporter?
    Athol Emerton
    , Managing Director, LBH South Africa