9:00AM
Session 1
09.00 Welcome and opening remarks
Alex Tyumenin, Managing Director, Coaltrans Conferences
09.10 Chair’s Opening Remarks
Chair: Hans Daniels, CEO, Doyle Trading Consultants
09.20 Has the coal industry finally rebalanced and will these higher prices last?
- Are coal producers now making stable returns instead of huge losses?
- Can we agree we are in a better place than we were a year ago?
- How did the hot summer of 2016 impact business?
- How easy or difficult is it to keep coal businesses viable in this regulatory environment?
Bob Murray, CEO, Murray Energy
09.50 Panel Discussion: How is coal purchasing changing as coal moves from being a baseload to a peaking fuel?
- In hindsight, what’s the fairest price during the down cycle for both buyer and seller? What should be our price floor?
- The effect of renewables and gas prices on business
- How quickly is coal use declining?
- How have they changed business shipments and burn profile?
Panellists:
Todd Adkins, Director - Sales, Bowie Resource Partners
Chad Hewitt, Fuel Services Manager, Alabama Power Company
Chuck West, Manager – Coal Procurement, American Electric Power
Greg Workman, Director – Fuels, Virginia Power Energy Marketing
10.20 Panel Discussion: Should we expect further Met Coal price rallies?
- Which met coal export opportunities have opened up with the level of price improvements we’ve already seen?
- Which markets can we predict to open up if prices continue to rise?
- At what price does US met coal re-enter the export market?
- Demand for US coal from steel makers around the world
- Could we see more coal terminals on the West Coast by 2025?
Panellists:
George Dethlefsen, CEO, Corsa Coal
Jeremy Sussman, Head of US Equity Research, Clarksons Platou Securities
Jose Alfaro, Consultant, Energy & Mining Analyst, Rio Fuerte Ventures
10.50 Morning Networking Break