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Agenda Overview

Day One - Tuesday 10 November 2015


08:00 Registration & Coffee


08:45 Welcome and Opening Remarks


Session 1 (09:00 - 10:45)


09.00 Chair's opening remarks
Jim Nicholson, Senior Vice President Asia, Argus Media

09:05 


09:25 Development challenges and procurement strategies for new Philippine power projects

  • MERALCO Power Generation (MGen): Where are its new projects and when will they begin operations?
  • How much coal will new power stations need and when?
  • The MGen coal supply plan and program

Dan Neil, Senior Vice President, Development Manager, MERALCO Power Generation


09:45 Case study of the San Buenaventura Power Project: A first for the Philippines

  • Introducing supercritical technology to the Philippines and its impact on efficiencies and tariffs
  • Regulatory process: Overcoming challenges and timeline for completion
  • Meeting Equator Principles and gaining local support

Frank Thiel, Managing Director, Quezon Power


10:05 PANEL DISCUSSION: Meeting the buyers' requirements: What are Southeast Asian utilities looking for?
  • Which coal qualities are utilities looking for and who is best placed to supply these?
  • Are power companies able to keep up with the pace of growing demand?
  • Is there room for improvement in current CFB technology and what would this mean for coal supply?

Dan Neil, Senior Vice President, Development Manager, MERALCO Power Generation
Frank Thiel, Managing Director, Quezon Power
Mark Lim, Fuel Manager, AES Philippines


10:45 Networking break


Session 2 (11:30 - 13:00)


11:30 Analysis of global price drivers: China, India and Japan
  • China: Latest data on imports into China and how this is impacting global prices
  • India: What will the forecast 8% increase in Coal India's production mean for import volumes?
  • Japan: Will Jera's new procurement strategy be adopted by other JPUs?
  • What will the impact of incipient cement industries in Iran and Egypt have on Turkish exports?

Jim Nicholson, Senior Vice President Asia, Argus Media


11:55 Russia: What makes it a competitive supplier for the region?
  • How can lengthy transport from mine to port be overcome to make Russian coal more attractive to international buyers?
  • How reliable is Russia in supplying agreed coal qualities?
  • What is Russia's outlook for export volumes and destination in the next 5 years?

Alan Goh, Head of Pacific Sales & Trading (Coal), SUEK AG


12:15  Malaysia: Managing increasing thermal coal demand for new power stations 
  • Projected coal demand and import volumes for the next 4 years
  • Status of new coal-fired power projects: How long until operations begin?
  • Malaysia’s formula of using TNBF as the sole entity for coal procurement and its impact on
    Malaysia’s electricity industry

Adam Craig Jayaprakasam, Head, Business Relations & Stakeholder Management, TNB Fuel Services Sdn. Bhd.


12:35 Questions and discussion


13:00 Networking lunch



Session 3 (14:30 - 16:00)

Chair's opening remarks
Sarah Fairhurst, Vice Chair Issues & Policies, Independent Power Producers Forum


14:35 Australia: Gearing up to meet the emerging market demands of Asia
  • Overcoming current challenges: Low prices freight rates and FTA
  • Ensuring sustainability through operational cost reduction and reviewing strategies
  • Maintaining Australian coal's competitive advantage: High quality, low risk and government support

Vinod Kumar Vanga, Executive Director, Griffin Coal Mining


14:55 Will Australia realistically become a large scale supplier to the Philippines and other emerging markets?

  • Will significant cost-cutting in production impact Australia's ability to supply to  emerging markets? How soon is fresh exploration investment needed?
  • Quality vs price: How far can Australia's quality advantage carry them in the next 5 years
  • Australia's outlook for export volumes and destinations in the next 5 years

Chris Walker, Marketing and Logistics Manager, Bengalla Mine, RioTinto Coal Australia


15:15 Opportunities and obstacles to expanding coal production in the Philippines: An outside perspective

  • Similarities between Philippines and Indonesian coal
  • Exploration potential of untapped coal resources and reserves
  • Challenges of working with limited domestic mining experience and geopolitical issues

Pat Hanna, Executive Director, Cokal


15:35 PANEL DISCUSSION: Investing in Philippine coal mines - Limitations and opportunities

  • 40% cap for foreign investors: Is this an obstacle for required investment targets?
  • Economic breakdown of investing in low CV reserves at current market prices
  • What concrete incentives are there for Philippine producers to increase production and supply domestically?

Arnulfo Robles, Executive Director, Philippine Chamber of Coal Mines
Pat Hanna, Executive Director, Cokal


16:00 Networking refreshment break


Session 4 (16:30- 17:30)

1. Implementing the latest quality inspection technology at new coal-fired power plants

Stephan Nel, Global Product/Applications Manager, Thermo Fisher Scientific

 2. Transhipment as a means of tackling the region’s port size restrictions and improving coal qualities

Chris McLean, Chief Operating Officer, N&M Commodities

3. Coal pricing and trading in Southeast Asia

Richard Richardson, Head of Asia, globalCOAL

4. Is it worth investing in a Philippine coal mine in 2016?

Arnulfo Robles, Executive Director, Philippine Chamber of Coal Mines



17:30 - 19:30 Evening Networking Reception



Day Two - Wednesday 11 November 2015



09:15 Welcome & Opening remarks


Session 5 (09:25-10:30)

09:25 Chair's opening remarks

Aaron Goach, Co-Chair IPPF Deal Flow Committee, Independent Power Producers Forum


09:30 Analysis of coal market growth in the Philippines

  • 2015 data for coal demand, production, imports and exports in the Philippines
  • Outlook for 2016-17
  • Strategies for dealing with coal shortages and coal's role in emergency supply

Ismael U. Ocampo, Director III, Energy Resource Development Bureau, Department of Energy Philippines

 


09:50 Indonesian exports to the Philippines
  • Meeting projected growth with Indonesian coal
  • In competitive markets, does Indonesia maintain a competitive edge?
  • Long Procurement Strategies for Indonesian coal

Neil Little, International Marketing Division Head, PT Adaro Indonesia

 


10:10 Indonesian coal export regulations and what these mean for buyers in the Philippines and Southeast Asia

  • ET Batabura and L/C regulations: How will these affect imports into South East Asia?
  • Impact of the 35GW plan on Indonesia’s exports
  • Can the Philippines continue to rely on Indonesia as a supplier in light of these developments?

Sreejith Chalakkal, Marketing Manager, PT Bayan Resources Tbk



10:30 Questions and discussion

10:40 Networking refreshment break

Session 6 (11:10-13:00)


11:10 Chair's opening remarks


11:15 

Alternative fuels: How much competition do these present for coal in South East Asia?

  • Analysis of LNG growth in the region and how it compares economically with coal
  • Which countries in the region are favouring renewables and to what extent?
  • Phasing out of old oil-based power plants: Which fuels will replace them?

Hon. Reynaldo V. Umali, Chairman, House Committee on Energy, House of Representatives, Philippines


11:35 Update on the dry bulk shipping market and new offshore transhipment facilities

  • Floating terminal case studies and projects under construction
  • Global market view and focus on Southeast Asia
  • Friend or Foe? Makign the most of opportunities and challenges

Mario Terenzio, Managing Director, Logmarin


11:55 Supplying to South East Asia’s growing cement industry 
  • Coal import volumes for cement production in the Philippines, Malaysia, Thailand and Vietnam in
    within the next 2 years
  •  Meeting specific quality requirements of South East Asian cement producers
  • Latest M&A activity in the South East Asian cement industry and how procurement strategies will be
    affected


12:15 Questions and discussion


12:30 Farewell Lunch