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Agenda Overview

PRE-CONFERENCE PROGRAMME

WEDNESDAY 9 APRIL 2014

 

08:00 – 13:00 Shanghai city tour

Participate in this half-day networking tour that will allow you to enjoy the sites of Shanghai. Places are limited and allocated on a first-come, first served basis.

 

09:00-14:00 Complimentary pre-conference field trip

Participate in a guided tour of the Baosteel steel plant to see a state of the art steel mill at work. For more information see page 8

 

17:00     Registration

              Registration sponsored by Xcoal Energy and Resources

 

18:00    Opening reception

 Exhibition area, The Kerry Hotel, Shanghai

 Join us for pre-conference registration and the opening reception which will offer the perfect launch pad for two busy days of networking. 

 

DAY ONE – THURSDAY 10 APRIL 2014

 

07:30     Registration

              Registration sponsored by Xcoal Energy and Resources

 

08:00     Exhibition opens

               

09:00     Welcome & opening remarks

Henry Hely Hutchinson, Managing Director, Coaltrans Conferences Ltd

Chen Jiang, Deputy Director-General, National Center for International Cooperating in Work Safety, SAWS

 

Auditorium sponsored by TANITOcoal

 

 

09:00 – 10:30

Session 1: POLICY KEYNOTES

 

Chair’s opening remarks

 

The energy outlook for China – What are the key factors shaping policy?

Strategies to reduce the dominance of coal within China’s energy mix

Future of hydro power, nuclear power, gas and renewable energy

Latest policies regarding the development of shale gas in China

Senior Representative, National Energy Administration

 

An analysis of the Master Plan for exploration and development of coal resources

Expected timeline of consolidation

Approaches and requirements of the consolidation

Consolidation of key coal mining areas and mining rights

Withdrawal mechanism of mining rights and funding for consolidation

Senior Representative, Mineral Development Management Department, Ministry of Land and Resources

 

Latest mining technologies being introduced to improve efficiency of China’s coal mines and reduce impact on the environment

Liu Feng, Vice President, China National Coal Association

 

Development of shale gas industry worldwide and its influence on China’s energy structure

Chen Xianda, Vice President and Secretary General, China Mining Association

 

Role of coal in the global energy mix

China’s role as the largest consumer of coal – How can this be constructively managed?

Development of alternative energy supplies to meet demand – The trends and timelines

The environment and the future – What role can coal expect to play?

Dr Yang Yufeng, Deputy Director, Energy System Analysis Center of Energy Research Institute, NDRC, P. R. China

 

China’s influence on global economy dynamics

Role of exchange rates in global trade – Comparison of leading exchanging rates and how they impact buying power

Global commodity markets and how they are being played out – What are the potential trends of the future?

Financial costs of giving greater focus to the environment

Potential for using energy markets to get the global economy growing sustainably again

Harrison Hu, China Economist, UBS AG

               

Questions and discussion

 

Networking refreshment break

 

11:00 – 12:45

Session 2: INDUSTRY KEYNOTES

 

Chair’s opening remarks

Jim Nicholson, Senior Vice President Asia, Argus Media

 

From leading coal miners to critical coal and energy producer

Continued to drive to consolidation and increase in production – At what price?

Annual, quarterly, monthly or spot price settlements - Which offer the most security?

Introducing an online trading platform – Changing the way business is done

Senior Representative, Shenhua Group Corporation Limited

 

The impact of consolidation on China’s coal industry

Addressing health and safety concerns to ensure the sustainable development of China’s coal production

Combining logistical solutions to improve efficiency among operations

Outlook on continued to path to consolidation – What is the timeline?

Zhang Youxi, Chair of the Board, Datong Coal Mine Group

 

Reacting to the growth of international coking coal sold into China

Strategies for managing coal quality to remain competitive

Impact of consolidation in the coking coal markets to date

Wu Huatai, Chairman of the Board, Shanxi Coking Coal Group

 

Striving to remain competitive in challenging market conditions

Outlook on alternative energy supplies – How are they impacting coal demand in China?

Sold price and production costs – What is the correlation to maintain the edge?

Experience of incorporating hedging into the business plan – Lessons learned

Gong Qingchao, Executive Director, Party Secretary, China Coal Group Corporation Limited

 

Maintaining a sustainable steelmaking coal business in challenging market conditions

Maximising efficiencies and minimising costs

Developing new mines and introducing new coals – Where do Canadian coals fit within the Chinese market?

Optimising the logistical network

Teck sustainability philosophy and practice

Ian Kilgour, Executive Vice President and Chief Operating Officer, Teck Resources Limited

 

Taking a greater presence as a key supplier to the Chinese market

Overview of the latest projects in the pipeline or recently brought on stream

A market open to investment – What opportunities are there for international investment into Southern African projects?

From pit to port – Key developments along the supply chain

Mxolisi Mgojo, Executive Head Coal, Exxaro

 

Indonesia's future presence in the Chinese coal markets

Indonesia's domestic coal demand and potential limitations on the country meeting international coal requirements

Developing a market position for off-spec coals as greater focus is given to index driven purchases Strategies for developing fruitful relationships with China's key coal buyers

International perspective on the launch of the Zhengzhou Futures Market and how this is expected to influence China's domestic market

Rodrigo Echeverri, General Manager Regional Marketing, PT Adaro Indonesia

 

Questions and discussion

 

Networking lunch

 

14:00 – 15:30

Session 3, Part 1: DOMESTIC V INTERNATIONAL – THE FUTURE OF THERMAL COAL DEMAND

 

Chair’s opening remarks

 

Evolution of boiler technology associated with coal fired power generation

Potential to manage environmental concerns associated with burning off spec coal

Impact of burning high sulphur coals – How can the amount of air pollution created be limited?

International case studies of environmentally acceptable coal fired power plants

Wang Xinhua, Process Engineering Director, Engineering Management, Alstom Wuhan Boiler Co., Ltd

 

The future of China’s thermal coal mines

Understanding the cost of consolidating thermal coal mines in China – How does this impact the pace at which targets are met?

Expected impact on cost of production once programme completed

Role of taxes and bans – Can they give a greater focus to quality of coal and the impact on the environment

China Taiyuan Coal Transaction Center

 

Forecast build versus actual capacity – What is the demand?

Expected power generation capacity requirements for the next 10 years

Opportunities for upgrading efficiencies of operating power plants as alternative to building brand new plants

Key areas of growth and most likely sources of coal

China Guodian Corporation

 

Opportunities for moving from coal fired power production to coal marketing and trade

Xavier Veillard, Director of Trading, Investment and Optimization Strategy, Accenture Asia Pacific

 

Price volatility and contractual risk management

Aligning contract pricing with market pricing

Hedging against price adjustment and setting your hedging price strategy

Legal issues arising from hedging and price adjustment

Richard Wilmot, Partner, Watson, Farley & Williams LLP

 

Coal and the environment – Getting it right economically

Latest policy developments in China associated with the environment

Value of retrofitting existing coal fired power plants with state of the art technology

Alternative strategies for improving efficient use of coal

Mike Thomas, Partner, The Lantau Group (HK) Limited

 

Questions and discussion

 

Networking refreshment break  

 

16:00 – 16:45

Session 3, Part 2: DOMESTIC V INTERNATIONAL – SUPPLIERS AND BUYERS PERSPECTIVES

 

Chair’s opening remarks

 

Panel discussion:

 

As coal production continues to exceed coal demand, this session offers coal producers the chance to hear exactly what the specific requirements of the buyers are and how they are working to adapt to latest developments in the market and Government policy.

 

Topics to be discussed include:

Environmental implications and role of new Government policy in shaping procurement strategies

Challenge of transferring the costs of new environmentally friendly technology to the customer

Power plants designed to accommodate lower quality coals – What are the trends?

Requirements of coal to gas and coal to chemical projects – What share of the market are they expected to take?

 

Guandong Power Industry Fuel Co., Ltd

Dai Bing, Chief Consultant, JYD Coal Industry Research Center

Wei Jianguo, Vice General Manager, Shenhua Guoneng Energy Group Corporation Limited

Yijun Chang, Chief Executive Officer, Fenwei Energy Consulting Co.

Gao Yaokun, Executive Director, Suek Shanghai Trading Co., Ltd

 

Questions and discussion

 

16:45 – 18:00 Technical Masterclass

 Sponsored by SGS (Bilingual)

 

Managing coal qualities throughout the supply chain

Quantity and quality risks associated with trading coal during cargo delivery

Strategies for maintaining the coal quality along the supply chain

Case studies

 

Instructors:           Michael Evans, Vice President, SGS Global Energy Mineral Services

                                Kavin Lu, Energy Minerals Production Manager, SGS China

 

16:45 – 18:00

Session 4: INTERNATIONAL AND DOMESTIC SHIPPING MARKETS

 

Chair’s opening remarks

Ian Shirreff, Chief Executive Officer, Zodiac Maritime Asia  

 

Shipping and China in context with global freight market dynamics

Main drivers of freight prices into China

Role of freight markets in bringing US coals back into the mix

Future opportunities for shipping:

o    Iron ore and coal

o    Indonesia India

o    Indonesia –China

Connecting spot prices with long term contracts

Henning Torp, Managing Director, Head of Klaveness China, Klaveness Shipping (Shanghai) Co., Ltd

 

Advantages of operating in both domestic and international shipping markets

How do the two markets compare?

Potential drive for more players to establish key routes - Connecting international coals with North China and North China with South China

Which routes offer the most opportunities moving forward?

Ji Wenyuan, Chairman, Shanghai Seamaster Shipbroking Company Limited

 

New ship designs and engine technologies – Are they game changers?

Overview of strategies being adopted by shipping companies to increase efficiencies and minimise risks

Potential improvements to be made by altering hull design – What are the specific benefits?

Perception of those less convinced – What are perceived to be the weaknesses?

Song Yan, Chartering Manager, China National Chartering Co., Ltd

 

Questions and discussion

 

Close of day one

 

18:00     Networking drinks reception – Cocktail cruise on the Bund

Hosted by PT Prolindo Capta Nusantara

 

We are delighted to welcome you to the main evening reception hosted by PT Prolindo Capta Nusantara, which will be taking place on the Bund. Take in the delights of this cosmopolitan city while catching up with existing clients and building new strategic relationships. 

 


DAY TWO – FRIDAY 11 APRIL 2014

 

08:15     Registration

                Exhibition opens

 

09:00     Welcome & opening remarks

                Louisa Pratt, Conference Manager, Coaltrans Conferences Limited

 

Auditorium sponsored by TANITOcoal

 

09:00 – 10:30

Session 5: COAL, COKE, STEEL – KEEPING THE CHAIN SUSTAINABLE

 

Chair’s opening remarks

Howard Suen, President, CTC Energy International Ltd

 

Evolution of China’s steel market – How will it look by 2015?

Strategies for enhancing steel production technology while minimising costs

Incorporating latest Government policies surrounding the environment into steel plant operations and procurement strategies

Bringing new capacity on stream – What is the strategy under current market conditions of excess

New technologies and impact on quality requirements

Shi Hongwei, Director-General, Research Center for Metallurgic Industry Economic Development

 

Domestic coke markets one year on

Analysis of the cost advantages of exporting coke – Deducing when it is a viable option

Short term and long term implications of lifting the export tax

Working alongside an oversupplied market – Where are the opportunities

Cui Pijiang, President, China Coke Association

 

Maintaining a competitive edge – Managing the blend

Significance of quality and how perceptions are changing with the development of new technologies

PCI and growing presence in steel production – When is it most cost effective?

Trends to less hard coking coal and more semi-soft coking coal – Is this a solution as blast furnaces get larger?

Fabian Kroeher, Director, Co-Founder, Bryanston Resources GmbH

 

Sourcing coking coal – Domestic suppliers versus international suppliers

Preferred suppliers of coking coal for the Chinese market

Significance of importing more coking coal – Quality of domestic coking coals versus international coals

Impact of transporting domestic coking coal by rail rather than truck on international imports

Perceived value of the hedging market – How is it changing the way business is done?

Jia Liangqun, Vice President, My Steel

 

Questions and discussion

 

Networking refreshment break

 

11:00 – 12:30 Trading Masterclass

Sponsored by Marex Spectron (Bilingual)

 

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: Erlend Engelstad, Vice President – Business Development, Marex Spectron Asia Pte Ltd

Emily Xi, Coal Broker, Marex Spectron Asia Pte Ltd

 

11:00 – 12:30

Session 6: SUPPLYING CHINA’S COKING COAL DEMAND – WHAT ARE THE TRENDS?

 

Chair’s opening remarks

 

Comparing the cost curves – Who has the advantage into China?

Key polices and market conditions that shape key supplier markets

Significance of infrastructure in the cost curve

Potential quality deficits in the next 10 years – Where are they?

Oliver Ramsbottom, Partner; Laurent Kinet, Junior Partner, McKinsey & Company

 

Successfully meeting China’s demand for metallurgical coal

Outlook for production of premium quality metallurgical coals in Australia

Evolution of market trends and growth in demand for second tier hard coking coals

Potential to create a suite of Australian coals to accommodate the requirements of China’s steel mills

Chris Urzaa, Director – Commercial Services, HDR Salva

 

Panel discussion:

With coking coal imports driving China’s overall growth in international coal purchases in 2013, this panel discussion offers the opportunity to hear from each of the leading and emerging producers – Australia, China, Indonesia, Mongolia, Russia and USA. Each representative will present just five introductory slides of key production and quality facts and figures before opening up into a panel that will address the following issues:

 

Latest projects to be brought on stream

Sailing time and logistics advantages – Which countries are in the strongest position?

Freight and price – How long is the US likely to remain at a disadvantage?

Growth in Mongolian presence as coking coal supplier in 2014?

Significant infrastructure developments in key producing regions

Maintaining the focus on quality while attempting to minimise operations costs

Prospects for Chinese to invest overseas – What are they looking for and where are the best options?

 

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

Dr Battsengel Gotov, Executive Director and Chief Executive Officer, Mongolian Mining Corporation

Alexander Andreev, Deputy General Director for Strategic Planning, Raspadskaya Coal Company

Sun Xuefeng, Chief Manager, Department of Coal Resource, Sinosteel Raw Materials Co. Ltd

Matt Rice, Vice President – Marketing, Xcoal Energy & Resources

 

Questions and discussion

 

Networking lunch

 

14:00 – 15:30

Session 7: MANAGING PRICE VOLATILITY – THE ROLE OF INDEX LINKED AND FINANCIAL MARKETS

 

Chair’s opening remarks

 

Launch of the Zhengzhou Futures Exchange – The experience to date

Compare and contrast the Zhengzhou with international futures markets

Expected uptake in the market – Where has the interest come from so far?

Strategy for bringing liquidity to the market

Wei Zhenxiang, Senior Economist, Zhengzhou Commodity Exchange

 

The rise of index linked thermal coal trade in China

Solving the problem of basis risk between domestic and imported coals

Why normalization tools are essential for coal pricing

Bridging the gap between domestic and international trade standards

A fundamental look at price movements

James O’Connell, Editor-in-Chief, Platts

 

Correlation of bulk commodities – Can a complete package be offered?

Lessons learnt from the one year anniversary of coking coal and coke futures markets

Overcoming the challenges of accommodating the diversity of coking coal specifications

Launch of iron ore futures market – Will it compliment existing structures?

Patterns to date – How has the launch impacted coking coal and coke physical markets?

Chen Wei, Industrial Division Director, Dalian Commodity Exchange

 

The growing landscape of international thermal coal contracts

Introduction of non-USA thermal coal futures contracts

Growth of the thermal coal futures contracts over the last 4 years

Changes in the economic landscape for non-USA thermal coal and the regulatory environment for futures contracts

Lawrence Leong, Director, Client Development & Sales – Commercials, CME Group

 

Panel discussion:

The launch of the Zhengzhou futures exchange is adding a new dimension to China’s thermal coal markets. As companies strive to reduce their exposure to price volatility and hedge their risk, this panel will focus on the financial instruments available for this purpose and explore exactly how the banks, brokers and clearing houses are working to meet your goals.

 

Topics to be discussed include:

Financial packages currently available

Working with the methodology of the various indices providers to ensure transparency

Procedures involved when taking a position on a futures exchange

Lending potential of international banks – What can they offer Chinese traders

 

Wu Xiaodong, General Manager, Thermal Coal, China Galaxy Securities

Jeremy South, Global Mining Director, Deloitte

Tony Xu, Transaction and Restructuring Corporate Finance Director, KPMG Advisory (China) Limited

Max Cheng, Senior Manager Bulk Commodities , Standard Merchant Bank ( Asia) Limited

Daisy Tseng, Correspondent, Steel First Metal Bulletin  

 

Questions and discussion

 

Networking refreshment break

 

16:00 – 17:30

Session 8: INLAND LOGISTICS – GETTING FROM PIT TO PORT

 

Chair’s opening remarks

Wang Jinhua, Chairman of the Board, China Coal Technology & Engineering Group Corporation

 

From Ministry of Railway to Railway Corporation – Bringing reform and development to China’s railways

Separation of corporate functions from Government administration and reform of freight transport structure including freight rates

Investment trends in freight transport in 2014

Future reform plans – Separation between railway network and operation or segmentation by region?

China Railway Corporation

 

The new railways office and the specific impact on coal transportation 

Analysis of specific regions in which future development of railroads will be made

Potential to expand rail lines in the North – What are the exact plans?

The Daqin line – Can price hikes on this line be expected in the future?

Xu Ruihua, Member of Transportation Committee forChina Railway Society, Director General of Research Center for Rails, Shanghai Tongji University

 

Emerging trend – The development of distribution centres along the coast of China

Advantages of deep sea ports – How are they being used successfully?

Incorporating blending facilities into the operation

Future prospects of connecting these hubs

Wang Mingzhi, Deputy Director – General, Waterway, Transportation Department, Ministry of Transport, PRC

 

Potential for keeping transhipment competitive

Role of transhipment within the development of distribution centres

Opportunities for constructively managing cost to ensure continued business

Analysis of range of transhipment facilities available

Zheng Minghui, Chairman, Qingdao Port

 

Questions and discussion

 

Close of day two