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Agenda Overview

Pre-conference day: Monday, November 5, 2018

6:15AM Field trip to EVN's Hai Phong Station Plant and Hai Phong Port

•    6.15am – Meet at hotel 
•    9.30am – EVN's Hai Phong Power station
•    11.20pm – Hai Phong port 
•    12.30pm – Networking lunch 
•    5.00pm – Return to hotel

To find out how you can book your place on the field trip, please contact us at enquiry@coaltrans.com.

NB – There is a $150 fee for this field trip.The field trip is subject to a minimum and maximum number of participants. Delegates will be able to join on a first-come, first-served basis. It is the sole responsibility of delegates to ensure that they are properly insured which should include adequate Personal Accident and Travel insurance. As a matter of good order, delegates should also ensure that they have liability insurance cover.

5:45PM Registration opens
6:00PM Networking welcome reception

Welhunt and their partner Haivanship would like to invite you to a welcome cocktail party at the Sheraton Hotel with drinks and canapés.

Day 1: Tuesday, November 6, 2018

9:00AM Coaltrans opening remarks

SESSION 1 - Growth in the Vietnamese coal market

9:10AM EVN overview of coal fired energy in Vietnam

•    Details about plans for new power plants
•    Planned supply of coal for those power plants
•    Updates and completion dates for ongoing projects
•    Upgrades to current mines to adapt them to changing calorific values of coal 
•    Impact of any government plans on coal fired energy plants

Ngo Son Hai, Vice President, EVN
9:40AM Understanding the Indonesian coal market and what to expect next

•    Assessing the future ratio of Indonesian coal kept for domestic use against coal for export
•    Challenging policy uncertainties in the minerals industry
•    Price forecasting for Indonesian coal  
•    Changes in the calorific value, sulphur and ash content of the coal
•    New mine projects and timelines for completion 
•    Current mine capacity and future output
•    Demand for met coal regionally 

Gerry Feerick, Director, Energy Complex, Noble Resources International Pte Ltd
10:10AM Networking refreshment break

Sponsored by Rocktree

SESSION 2 – Supply to the Emerging Asian Coal Markets

10:40AM Global coal outlook

•    View on key drivers impacting the global coal market 
•    Outlook for 2019 and beyond 
•    Implications for demand in emerging markets in Asia
•    Potential for United States to emerge as a reliable source of supply 

Sujogya Kumar Dash, Managing Director, India/ South-East Asia, Xcoal Energy & Resources India Pvt Ltd
11:10AM Producers’ perspective: where will the coal for the Asian growth markets come from?

•    Understanding the key coal suppliers to the Asian market: Indonesia, Australia, United States, Canada
•    Forecast of the likely production rates out of these regions  
•    Projecting the export amounts of coal from these countries
•    Looking into the types and quality of the exported coal
•    An overview of logistical and regulatory issues 

Moderator: Alastair Grant, Minerals Consultant, Independent Consultant
Cameron Tough, Head Of International Marketing, PT Adaro Indonesia
Paddy Byrne, Chief Executive Officer, TransCoal Pty Ltd
Michael Mewing, General Manager Business Development, Lighthouse Resources Inc
12:00PM Networking lunch
1:00PM Indonesia a shrinking resource of high CV coal?

•         Coal quality characteristics of high CV coal production from Indonesia
•         Current production trends of high and low CV coals in Indonesia 
•         Exploring the drop off in high CV coal reserves
•         Can the production of high CV coal increase as a % of the total production?
•         Alternative sources of new high CV coal resources
•         Adaptation of new mining technologies to unlock future high CV coal production

Tobias Maya, President Director, PT Geosearch
Peter Gunn, Managing Director, Coal Marketing International Pty Ltd
1:45PM Deep dive into freight price fluctuations and forecasts

•           Recap of last year’s freight market and market impacts 
•           Vietnam coal imports and transhipment solutions 
•           IMO2020 regulations and impact on freight forecast
•           Forward fleet projections

Kian Loong Chok, Director Of Global Research, Oldendorff Carriers (Singapore) Pte Ltd
2:15PM Overcoming logistics challenges in the emerging coal import markets

•    Common shipping & logistics challenges for and in Vietnam, Philippines, Malaysia, Thailand and Myanmar
•    Homogenous coal blending opportunities at both the loading and discharging ports
•    Using FTP (Floating Transfer Platform) sites to alleviate a lack of deep water ports
•    Best solutions for when there is no deepwater port or FTP

Michele Gatto, Sales Area Manager, Bedeschi SpA
Daniel Miller, Head Of Business Development, Rocktree Logistics Pte Ltd
3:00PM Networking refreshment break

Sponsored by Rocktree

3:30PM The power of blending coal

•    Overview of process of blending coal 
•    Long term cost savings to blending coal 
•    Blending to give flexibility in coal purchasing 
•    Complementary coal types to blend for different specifications 
•    Range of blending facilities such as ports and terminals 

Sreejith Chalakkal, Marketing Manager, PT Bayan Resources Tbk
David Barnes, Chief Representative, Alfred H Knight (AHK)

SESSION 4 – Protecting your coal supply chain

4:15PM China coal market review and outlook

•    Evolution of government policy and regulation and how that impacted the coal market
•    China coal supply and demand 
•    Chinese coal imports and exports
•    Coal prices and what the major causes for change were  
•    How is “green pressure” impacting the thermal energy sector and is it lowering demand for thermal coal?
•    The steel giant: a macro view of China’s steel market and how it has impacted met coal prices

5:00PM Coal price forecast

•    Reviewing the causes for price fluctuations over last 12 months  
•    Comparing the interfuel competition within the South East Asian energy market 
•    Looking at key areas for growth in the emerging Asian coal markets
•    Supply outlook and coal price forecast 

Shirley Zhang, Principal Analyst, Asia Coal Markets, Wood Mackenzie
5:45PM Coaltrans closing remarks
6:00PM Networking Party

Oldendorff Carriers is delighted to invite you to enjoy sunset views over the legendary Turtle Lake with a selected group of conference guests.  

Date: Day 1 – Tuesday 6th November from 6.30pm
Meeting place: Shuttle buses from the Sheraton Hotel to Drinks venue from 6pm onwards 
Location: Turtle Lake Brewing Company, 105 Phố Quảng Khánh, Quảng An, Tây Hồ
Dress code: Smart Casual 
Food & drinks: Will be catered for throughout the evening curtesy of Oldendorff Carriers 
RSVP: This is an invitation only event so please inquire with events@coaltrans.com if you are interested in coming
 

Day 2: Wednesday, November 7, 2018

9:30AM Coaltrans opening remarks

SESSION 5 – ASEAN key emerging coal importers

9:40AM Spotlight on Malaysia

•    Coal market overview in Malaysia and projections of future demand 
•    Plans for new power plants and likely completion dates
•    Types of coal that the plants are design to take 
•    Exploring supply contracts for the coming year 
•    Challenges and opportunities within the market

Noor Asihin Surani, Chief Operating Officer, TNB Fuel Services Sdn Bhd BHD
10:10AM Uncovering opportunities in the Thai thermal energy market

•    What are the current and future energy mixes in Thailand? How will that impact thermal coal demand?
•    Insights into planned EGAT power plants: where, when and how much coal will they consume? 
•    An overview of existing EGAT thermal power plants and their current and projected consumption rates
•    Are domestic coal production levels in Thailand meeting the local demand and will that change over time?
•    Understanding the efficiencies in the Thai coal supply chain and uncovering where the opportunities are

Sawanan Khiniman, Head, Coal And Freight Procurement Section, Sawanan Khiniman Head, Coal and Freight Procurement Section Electricity Generating Authority of Thailand (EGAT)
10:40AM The future of the international coal market in the Philippines

•    Analysis of fluctuations in the coal market and prices over the last year
•    Effects of population and economic growth on the coal market
•    Development of infrastructure for the industry
•    Challenges of electrification of the islands in the Philippines 
•    Impact of the proposed changes to the political structure

Moderator: Myrna Velasco, Book Author And Energy Journalist, Independent
Felix William B Fuentebella, Undersecretary, Department for Energy of the Philippines
Frank Thiel, Managing Director, Quezon Power Philippines Ltd
John Quirke, Chief Technical Officer, Meralco Powergen Corp
11:30AM Networking refreshment break

Sponsored by Rocktree

SESSION 6 – Impact of ASEAN cement and steel industries on coal market

12:00PM Rising steel demand in the emerging coal markets

•    Likely growth projections of steel market in SE Asia 
•    Financial comparisons between imported Chinese steel and regional made steel
•    Existing steel mills in the region, output of steel and demand for coal 
•    Planned steel mills and dates for completion 
•    Regional challenges

Nguyen Thi Thu Cuc, CEO, HOA PHAT TRADING INTERNATIONAL PTE. LTD
12:30PM Met coal market update

•    Performance of seaborne coking coal market prices in 2018
•    Fastmarkets MB’s coking coal indices methodology
•    Newly launched PCI indices 
•    Outlook for rest of the quarter
 

Sophie Zhao, Steel Raw Materials Reporter, Fastmarkets MB
1:00PM Coaltrans closing remarks
1:10PM Lunch