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Agenda Overview

Day 1 - Thursday February 1st: Thursday, February 1, 2018

8:00AM Welcome registration and coffee
8:55AM Welcome remarks
Harry Riley-Gould, Senior Conference Producer, Coaltrans Conferences

Session I

9:00AM How has the coal industry developed in 2017 in the context of a new political administration?
  • What were the primary developments in the United States' coal industry in 2017?
  • How has the new political environment opened up opportunities for the coal industry?
  • What can be expected for US coal in 2018?
Bob Murray, CEO, Murray Energy
9:30AM What impact has the improved regulatory environment had on the United States' coal industry over 2017?
  • What effect did the decision to scrap the Clean Power Plan have on coal-fired power generation in the United States?
  • Developing a new regulatory framework for coal
  • What further steps can be taken to ensure an even playing field in US energy architecture?
  • Understanding the future shape of US coal regulation
10:00AM How are utilities' approaches to coal-fired power generation adapting to a changing energy landscape?
  • Analysing the drivers of coal demand from utilties over 2017/18
  • What is the future for the US coal fleet?
  • Has the new federal regulatory environment impacted the outlook for coal-fired generation by utilities?
  • Identifying the changes to procurement patterns following a period of cheap coal
  • Is the lack of term buying creating the possibility for supply shocks in the future?
  • Should utilities keep coal plants online in anticipation of increased gas prices further down the line?
  • How high are coal stockpiles for US utilities? How might this impact coal demand over the next four quarters?
Virginia Farrow, Portfolio Director - Coal, NRG Energy
Tris Swindle, Principal Buyer, Southern Company Generation
David Owens, Vice President, Coal and Gas Services, Tennessee Valley Authority
10:30AM Questions and discussion
10:45AM Networking refreshment break

Session II

11:15AM Domestic thermal coal mining outlook 2018
  • Identifying appropriate mining strategies to profit from higher prices
  • How quickly can mines ramp up output in response to global demand?
  • Building a more financially healthy coal industry as prices recover
  • Has there been underinvestment in mines over the last five years?
  • How easy is it to recruit new miners after a period of contraction?
  • Taking advantage of thermal coal export opportunities on the seaborne market
Grant Quasha, CEO, Paringa Resources Ltd
Adam Anderson, Vice President Marketing/Sales, Armstrong Coal Company
Colin Marshall, President, CEO & Director, Cloud Peak Energy
Colin Marshall, President, CEO & Director, Cloud Peak Energy
11:45AM Questions and discussion
11:55AM What opportunities are available for US miners to raise capital?
  • What lessions can be drawn from coal IPOs in 2017? 
  • Availability of capital for equity and debt, and impact for new mines and business development
  • Which foreign investors are looking at US production?
  • What financial products are available for US mining companies to hedge their risk?
Grant Quasha, CEO, Paringa Resources Ltd
Randall Atkins, Chairman and Chief Executive Officer, Ramaco, LLC
12:20PM Questions and discussion
12:30PM Networking lunch

Session III

2:00PM Twelve-month metallurgical coal price forecast
  • Identifying the primary drivers of metallurgical coal supply/demand in 2017 to profit in 2018
  • Where are metcoal prices set to go over the next four quarters?
  • What are the primary trends to look out for in metcoal prices?
Miriam Falk, Analyst, Metal Bulletin Research
2:20PM How can US miners take advantage of higher metcoal prices?
  • What prices were reached for the 2018-19 annual contract?
  • Identifying foreign markets best suited for US metcoal
  • What opportunities are there for exporting into Europe, India, and East Asia?
  • How is the move to price indexation changing the nature of selling metcoal on the seaborne market?
  • Is the lack of diversity in global metcoal production damaging market efficiency?
  • Developing profitable strategies for hedging in a highly volatile market
Kevin Stanley, Executive Vice President and Chief Commercial Officer, Contura Energy
Jeremy Sussman, Head of US Equity Research, Clarksons Platou Securities Inc
George Dethlefsen, Chief Executive Officer, Corsa Coal
2:50PM Questions and discussion
3:00PM Forecasting demand for metcoal from the domestic and global steel industry in 2018
  • How much demand for metcoal are we likely to see from domestic steel producers over the next year?
  • What levels of coke are likely to be required?
  • What are the challenges facing coke producers in the US?
  • What will global metcoal demand look like? Which geographical areas are best placed to take advantage of US coals?
  • Identifying levels of steel factory utilisation over 2018
  • Where are the downside risks for US and global steel production?
Thorsten Schier, North American steel and ferrous scrap editor, American Metal Market
Mike Hardesty, SVP, Business Development, Sales, Commercial Operations, Terminals & International Coke, SunCoke Energy Inc
Michael Grim, Vice President, Oremco Inc
3:45PM Networking refreshment break

Session IV

4:15PM Forecasting the price of thermal coal 2018-19
  • What were the primary drivers of thermal coal demand in 2017?
  • Where are prices headed in 2018?
  • What are the primary downside risks?
Tom Sanzillo, Director of Finance, Institute for Energy Economics & Financial Analysis
4:45PM Understanding the United States' role within global coal trade flows
  • Is the seaborne market the future for US miners?
  • Building stronger pathways for US coal to Eastern Europe and Ukraine
  • Developing mining strategies to position the US as a swing supplier in seaborne
  • What are the dynamics for US and Colombian coal exports?
  • How reliant are US coals on cheap freight rates to open export opportunities?
  • Understanding Chinese coal dynamics and the consequences for the United States
  • Are US coal imports into India coming to an end?
Gustavo Fernandez, Director Coal and Freight, Uniper Global Commodities SE
Matthew Moore, Senior Coal Trader, Vattenfall Energy Trading NV
Harry Papadopoulos, Head of US Coal Trading, RWE Trading Americas Inc.
5:30PM End of Day 1 evening reception

Day 2: Friday, February 2, 2018

8:30AM Registration and coffee
9:25AM Opening remarks
Holly Watson-Steward, Head of Sales, Coaltrans Conferences

Session V

9:30AM Developing the coal transportation network from mine-to-port
  • How can rail companies best balance efficiency and flexibility for coal deliveries?
  • What role can barges play in developing the coal transport network?
  • Are coal deliveries likely to grow their market share for rail deliveries?
  • Is there a need for investment in coal freight cars?
  • Potential impacts of a West Coast terminal on exports to Asia
Chuck Arnold, Vice President-Business & Strategic Development, Ingram Barge Company
Virginia Farrow, Portfolio Director - Coal, NRG Energy
10:15AM The dynamics of gas vs coal in US power generation
  • Where is the gas price headed over the next four quarters?
  • Impact of new pipelines out of the Marcellus play on gas prices
  • Identifying the future impact of LNG exports on domestic gas prices
  • At what price points can coal and gas compete?
  • Lessons that can be taken from European coal-to-gas switching dynamics
Andy Blumenfeld, Head Of Market Analytics, DTC
David Owens, Vice President, Coal and Gas Services, Tennessee Valley Authority
10:45AM Networking refreshment break

Session VI

11:30AM Is clean coal the solution for the US coal industry?
  • What do we mean when we talk about 'clean' coal?
  • Implications for the US in the distinctions between HELE and CCS technologies for clean coal
  • Is clean coal technology the only way forward for coal-fired power generation in the US?
  • Available HELE and CCS technologies and examples of operational plants
  • Is clean coal technology commercially viable?
12:00PM Shipping spotlight
  • At what freight rates do US coal exports become uneconomic?
  • Understanding the supply/demand balance in the dry bulk market
  • How has the expansion of the Panama Canal affected the economic viability of US exports into Asia?
  • Forecasting freight rates over the next four quarters
12:30PM Closing remarks and farewell lunch

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