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Agenda Overview

Day 1: Thursday, January 31, 2019

9:00AM Coaltrans opening remarks
9:10AM How have changes in the global coal market effected the US market

•    Key factors that influenced the coal markets during 2018
•    Has the U.S. switched from swing supplier to baseload supplier to global coal markets? 
•    Interplay between China’s steel market and US met coal exports 
•    Opportunities for US exporters as demand for thermal coal grows in Asia 
•    Wild cards that could emerge in 2019

Jack Porco, President & Chief Commercial Officer, Xcoal Energy & Resources
9:55AM Coal price forecast

•    Looking ahead at the price forecast of met and thermal coal 
•    Understanding the key drivers for change within the market 
•    The US met coal market has been stable, for how long will this continue? 
•    What impact could US tariffs have on coal prices? 
•    How is the demand in Asia for thermal coal impacting prices? 

Greg Marmon, Sr. Research Analyst, Wood Mackenzie
10:30AM Networking refreshment break
11:00AM US Coal Market review

•    Reviewing the 2018 RFQs and domestic met coal sales as a judge for the direction of the market 
•    How have US tariffs effected coal exports to China and other regions?
•    How will competing alterative energies impact demand for thermal coal in America? 
•    Will export prices stay strong and what will this mean for US production?
•    How is demand impacting purchasing and should we be thinking longer or shorter term?

Hans Daniels, CEO, Doyle Trading Consultants
11:30AM What role can carbon capture play in the current coal climate?

•    How is carbon capture being used in the coal sector?
•    What are the financial implications of carbon capture? 
•    How can members of the supply chain encourage carbon capture projects in the US and abroad?

Patricia Loria, Senior Client Engagement Lead, Global CCS Institute
12:00PM Disruptive technology within the coal tradeflow space

•    Tracking stockpiles with satellite and drone imagery
•    Uber for ships: technology for on demand chartering 
•    Track tradeflows and monitor competition 

John Hahn, Founder & CEO, Ocean Freight Exchange
12:30PM Networking Lunch
1:30PM US Coal Production

•    How has the industry’s downsizing and consolidation impacted regional productive capacities?
•    How do reported spare capacities compare to historic levels and across coal basins?
•    Could higher productivity offer additional production if needed?
•    Alternatively, has productivity reached a plateau?
•    What has been the trend in reported recoverable reserves by basin?

Fadi Shadid, Senior Economist, US Energy Information Administration
2:00PM Producers perspective

•    What price points needs to be sustained to maintain current mining capacity?
•    How can US miners take advantage of strong export markets and higher prices?
•    The true cost of an ever-changing market as a swing supplier on mining companies
•    Does uncertainty lead to hoarding and what are the knock-on effects of this? 
•    Assessing the depletion rate of mines compared to capital investment for new mines
•    Looking into financing support for mining companies

Trey Jackson, Chief Commercial Officer, The Cline Group
Matt Schicke, Chief Commercial Officer, Corsa Coal
Michael Bauersachs, President and CEO, RAMACO Resources, Inc
2:50PM Networking refreshment break

Met Coal Stream

3:20PM Met coal price and demand forecast
  • Reflecting on what the key drivers for change were this year
  • Looking ahead to what factors could be future influencers
  • An overview of the direction of the market
  • Price forecast best case to worst case scenarios
  • How are the iron ore and scrap markets impacting the coking coal market?
Alistair Ramsay, Head of Research, Fastmarkets MB Research
3:45PM An overview of the steel market

•    How is China’s influence impacting global steel prices? 
•    What impact have recent policy changes had on US steel production? 
•    How will these changes in the steel markets impact US met coal demand? 
•    Where are the opportunities for US steel producers? 
•    What is the future outlook for the US steel market? 

Thorsten Schier, North American Steel And Ferrous Scrap Editor, Fastmarkets AMM
4:10PM Met coal buyers panel

•    The US met coal market supply/demand balance has been stable for a few years, how long will this continue? 
•    Reviewing the 2018 RFQs and domestic met coal sales as a judge for the direction of the market and prices
•    Where do you have the most concern in your supply chain in the short term and long term?
•    Looking at the strength of US met coal exports, how is this effecting your business?
•    Do you see any changes to buying practices or pricing mechanisms due to the continued strength of the export market?
•    How have US tariffs effected your business and do you see any changes on the horizon?
•    If there are settlements in 2019, how will it affect your business and prices in general?

Moderator: Matt Schicke, Chief Commercial Officer, Corsa Coal
Mike Nobis, Director Of Met Coal Procurement, DTE Energy Services
Mike Grim, President, Oremco Inc, Subsidiary of Tata Steel
Mike Hardesty, Svp Sales & Commercial Operations, CMT - KRT - SunCoke
4:50PM Mergers and acquisitions in the US coal space
  • Is there more to come after a busier 2017 on the M&A front?
  • What are the effects of the recent consolidation?
  • What are the catalysts to see further consolidation?
Moderator: Jeremy Sussman, Managing Director - Global Mining Analyst Head Of Us Research, Clarksons Platou Securities Inc
Jonathan Rose, Managing Director, Deutsche Bank
Kevin Stanley, Executive Vice President And Chief Commercial Officer, Contura Energy
Randall Atkins, Chairman And Chief Executive Officer, Ramaco Coal

Thermal coal consumers

3:20PM Update on the cement market

•    Macro view of Canadian cement market 
•    Overview of the cement making process
•    Understanding the use of coal and solid fuels in the production process 
•    What role does fly ash play in the cement and concrete markets 
•    The effect of FDG (Synthetic gypsum) in coal fired power plant closures

Kenneth Lerner, Senior Commodity Manager, CRH Canada Group Inc
3:45PM Insights into the thermal energy market

•    The impact of competition from other energy sources on the American energy mix 
•    As demand for thermal power in Asia increases, where are the opportunities for US sellers?
•    Exploring the last few thermal coal import regions in Europe
•    Looking at prices and demand for the year ahead 

Matthew Moore, Senior Coal Trader, Vattenfall Energy Trading NV
4:10PM Asian Thermal coal buyers

•    What is driving growth in the region? 
•    For how long will the growth continue? 
•    Reflecting on coal supply to the region 
•    How competitive is US coal? 
•    What are the main challenges with suppling to this region? 

A.M Dharam, Head - Coal Procurement Group, Tata Power Company Limited
4:50PM Thermal coal buyers panel

•    How is pressure from competing energy sources effecting the US energy mix?
•    Will the government’s more positive outlook on coal enable new thermal power plants to be built? 
•    How does changing US coal production levels effect the US thermal energy market?
•    What is the impact of US railroad performance on domestic utilities competing with exports? 

Tris Swindle, Principal Buyer, Southern Company Generation
5:30PM Evening networking reception

Evening networking reception – Palm Grove, Four Seasons
Enjoy drinks and canapés while you network with conference attendees 

Day 2: Friday, February 1, 2019

9:25AM Coaltrans opening remarks
9:35AM Coal to Products: a New Future for the Use of Coal

•    New Approaches for converting coal to Carbon Products
•    Advanced Carbon Materials from Coal
•    New Carbon Materials and Products R&D
•    Coal to Products from the USA to China and back

Randall Atkins, Chairman And Chief Executive Officer, Ramaco Coal
Christopher Matranga, Engineer, National Energy Technology Laboratory
Jeffrey Grossman, Professor At Mit, Massachusetts Institute of Technology
Edgar Lara-curzio, Distinguished Research Staff Member, Oak Ridge National Laboratory
Matt Targett, Director of R&D, Ramaco Carbon
10:20AM Networking refreshment break
10:50AM The Key Role of Sampling & Analysis in Coal Exports

•    Overview of sampling principles and the importance of sampling 
•    An overview of the current state of loadport sampling & analysis
•    Seller beware – Issues with disport sampling & analysis
•    Considerations when referencing ASTM/ISO standards in contract language

Paul Reagan, President, Sampling Associates International
11:20AM US Coal Exports: Infrastructure

•    Terminal Capacity, Control, and Utilization: Past and Present
•    Current Logistics Solutions 
•    Future Alternatives: Do They Exist? Are They Needed?

Cees Van de Mortel, CCO, T. Parker Host
11:50AM Railway transport of coal in the US

•    Reflecting on key drivers for change in rail transportation 
•    How could extensions in rail routes improve the transportation of US coal 
•    What are the key challenges of transporting coal by rail

Blair Priest, Director Coal Marketing, Norfolk Southern
Tony Reck, Chairman Of The Board & Ceo, Paducah & Louisville Railway, Inc.
William Trice, Business Manager, Coal Export, CSX
12:25PM Coaltrans closing remarks
12:35PM Networking lunch