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Agenda Overview

Day one: Tuesday, November 7, 2017

9:00AM Opening Remarks by Coaltrans Conferences
9:10AM Future state import and production appetite
  • Understanding the realistic number of new coal-fired power plants in Vietnam
  • Are there enough investors for such energy projects?
  • Updates on recent and proposed power projects:
    • Exploring the opportunities for coal import
    • Gauging the likely coal grade requirements
    • Discussing numbers on electricity provided and people served
    • Realistic timescales for delivery
Pham Thi Thuy Ha, Deputy Director of Procurement Department of EVN, EVN
9:40AM Analysing and forecasting future pricing
  • Three month price forecast
  • What have been the main drivers for change?
  • For how long is it set to continue?
  • Analysing coal supply and demand across ASEAN through to 2020
  • Macroeconomic overview and growth projections in the ASEAN
Andrew Jones, Senior Correspondent, Argus Media
10:10AM Networking coffee break
10:50AM The ASEAN energy mix – what will 2018 hold?
  • Will the push for cleaner energy impact thermal coal usage in this region?
  • ASEAN utilities procurement strategies and its likely impact on coal price
  • Coal supply outlook -- who stands to benefit the most?
  • What are the anticipated shifts in energy mixes across the region?
  • What variations in coal blends can we expect and what impact will this have on price?
Deepak Kannan, Managing Editor, Thermal Coal, Platts
11:20AM South East Asian shipping and logistics

Meeting access and infrastructure challenges

  • Main challenges to the region’s abilities to import its increasing demand for coal
  • How are these challenges being addressed?
  • What are the future plans to improve port infrastructure over the next few years?
  • When will we see an increase in the competitive ability of Vietnam to import coal?
Lodovico Bernardi, Sales Director, Bedeschi SpA
11:50AM South Vietnam Coal Transshipment Hub: An integrated coal logistic supply chain to support Vietnam demand

An integrated coal logistic supply chain to support Vietnam demand

-           Oldendorff Carriers – Global Experience in Transshipment

-           Strategic location of Transshipment Platform

-           End-to-end dry bulk logistics services – The benefits for clients

-           Discharging and loading capabilities of the dedicated Floating Transshipment Platform

-           Domestic distribution of cargo – current and planned

-           Gauging risk mitigation benefits within the supply chain

 

Scott Jones, Director of Communications, Oldendorff Carriers GmbH & KG
12:10PM Networking Lunch
1:40PM New power projects in the pipeline

Short presentations in which speakers from power plants in key regions give updates on:

  • Their most recent projects
  • Current and expected coal requirements
  • Projected coal demands
Char Loong Hiew, Senior Market Analyst, TNB Fuel Services Sdn Bhd
2:10PM International utilities perspectives

Demand, procurement and blends within South East Asia

  • How South East Asian companies are procuring coal
  • What are the advantages and disadvantages of a tender or long term contract?
  • Exploring the long term plans of end users for procuring coal
  • Comparing Vietnamese coal grades and requirements to the wider ASEAN region
  • Are power companies able to keep up with growing demand?
Dan Neil, SVP – Head of Development, Meralco Powergen Corp
Shenbagam Manthiram, Chief Representative Officer, Tata Power
3:10PM Networking coffee break
3:40PM The latest from the Philippines
  • How will the Philippines deal with the forthcoming energy oversupply?
  • How much lower rank coal will be required?
  • Update on the current political situation – when might we expect to see some stability and will this result in the Philippines becoming a credible competitor to Indonesia in terms of its coal volume and quality? 
Arnulfo Robles, Executive Director, Philippine Chamber of Coal Mines Inc
4:10PM Low CV coal
Cameron Tough, Head of International Marketing, PT Adaro Indonesia
4:50PM Closing remarks and end of day one
5:00PM Evening networking reception

Day Two: Wednesday, November 8, 2017

9:30AM Opening remarks
9:40AM Key price driver analysis: China
  • How much coal will China be importing in 2018 and what are the opportunities for ASEAN producers?
  • How much will china be investing in regional power projects
Michael Tang, VP and Chief Consultant, Easion Enerchem Consulting
10:20AM Cambodia, Laos, Myanmar spotlight sessions
  • What are the opportunities for foreign investors following the recent implementation of the Myanmar Investment Law?
  • An overview of coal reserves in Laos, Cambodia
  • Securing power stability – latest developments and new projects
  • What are the anticipated energy requirements for these countries over the next 3-5 years
Margaret Bridges, Managing Director, Discovery Mining Services
Gerry Feerick, Director, Energy Complex, Noble Resources International Pte Ltd
10:50AM Networking Coffee Break
11:20AM Assessing the region's coal grade requirements
  • Given the significant difference in coal grades - which countries are using what and why?
  • Are we likely to see more flexibility in coal quality requirements across the region?
  • Increasing use of PCI coal in Vietnam – what is it used for and who can supply it?
Sreejith Chalakkal, Marketing Manager, PT Bayan Resources Tbk
11:40AM Opportunities for metallurgical coals in the emerging markets
  • What does Vietnam and other countries have in terms of metallurgical coals?
  • What is Vietnam’s demand for importing met coal?
  • What is the state of the coking coal market in South East Asia?
  • Future outlook for the steel industry and Taiwanese steel investment in Vietnam
Pat Hanna, Executive Director, Cokal Limited
12:00PM IPPs and investment in Vietnam – challenges and opportunities
  • Has infrastructure in Vietnam been able to keep up with the growing power demand?
  • Where is Vietnam currently at in terms of infrastructure development and what are the future plans?
  • How appealing is the investment climate in Vietnam and what can be done to improve incentives?
  • How amenable are the government to opening up to IPP investment in Vietnam?
  • What are the risks involved as an IPP?
Francois Espinassous, VP Project Finance Advisory, SMBC Investment Banking
12:30PM Networking lunch and close of conference

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