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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

•    How competitive is the US within the world coal market and how can this be increased? 
•    Looking at how the Chinese steel market is faring and impacts on US met coal exports 
•    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

9:35AM 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
10:20AM Networking refreshment break
10:50AM 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
11:25AM How might political protectionist policies impact the US coal market?

•    Understanding the US states role within global coal trade flows 
•    What are the implications of the coal and steel tariffs on export quantities of US coal? 
•    Are tariffs effecting the Chinese steel market and production rates?
•    Could a protectionist political approach revive the US domestic steel industry? 
•    What impact would a reduction in demand of coal have on production levels from US mines? 

Valerie Volcovici, Energy Correspondent, Thomson Reuters
12:00PM Networking Lunch
1:30PM US Coal Production

•    How can US miners take advantage of higher met coal prices?
•    What price points needs to be sustained to maintain current mining capacity?
•    Assessing the depletion rate of mines compared to capital investment for new mines
•    Looking into financing support for mining companies 

2:00PM Producers panel

•    What impact have bankruptcies and mine consolidations had on the US mining sector?
•    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? 
•    Forecasting the likely production rates of coal from the US 
•    An overview of what coal is left in the ground in the United States

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 

Alistair Ramsay, Research Manager, Metal Bulletin Research
3:50PM An overview of the steel market

•    How is China’s influence effecting steel prices 
•    What impact have recent policy changes had on US steel production 
•    How does changing US coal production levels effect the US steel market 
•    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 has been stable, for how long will this continue? 
•    Looking at how the Chinese steel market is faring and impacts on US met coal exports 
•    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?
•    Looking at prices and demand for the year ahead 

Matt Schicke, Chief Commercial Officer, Corsa Coal
Mike Nobis, Director Of Met Coal Procurement, DTE Energy
Mike Grim, President, Oremco Inc
5:00PM Mergers and acquisitions in the US coal space

•    Is there more to come after a busier 2017 on the M&A front?
•    Is the market likely to see more met or thermal coal 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
Randall Atkins, Ramaco

Thermal coal consumers

3:20PM Update on the cement market

•    How has the decrease in the US thermal power market effected domestic thermal coal prices? 
•    For how long can the US enjoy a steady cement market?
•    Challenges for US cement mills 
•    Benefits of incorporating fly ash into cement 
•    Analysing the biggest influencers for fluctuations in Chinese cement production 

Kenneth Lerner, Senior Commodity Manager, CRH Canada Group Inc
3:50PM 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 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

Day 2: Friday, February 1, 2019

9:20AM Coaltrans opening remarks
9:30AM 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
10:00AM How chemical testing & analysis can protect the quality of your coal

•    An overview of the Current State of Loadport Sampling & Analysis
•    Seller Beware – Issues with Disport Sampling & Analysis
•    Considerations for Contract Language When Referencing ASTM/ISO Standards in Contract Language
•    What is the cost benefit analysis of chemical testing and analysis?
 

Paul Reagan, President, Sampling Associates International
10:30AM Networking refreshment break
11:00AM Shipping session

•    Freight prices forecast
•    What are the key drivers for change in the freight price? 
•    How will the 2020 fuel oil ban effect freight prices? 
•    What are the key challenges faced by US shipping firms?

11:50AM Railway transport of coal in the US

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

Blair Priest, Manager - Coal Marketing, Norfolk Southern
Tony Reck, Chairman Of The Board & Ceo, Paducah &n Louisville Railway Inc
12:40PM Coaltrans closing remarks