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Agenda Overview

Day 1: Monday, October 15, 2018

9:00AM Opening remarks
9:10AM Pricing analysis and forecast
  • How will the pricing develop over the next 4 quarters?
  • Key trends dominating price movements
9:40AM Recent movements and trends at Macroeconomic Level and Impacts on the Coal Market
  • Regional economic trends and their impacts on the global commodities market
  • Recent mergers and restructures of power companies and its overall impact of the energy market 
  • Real impact of China’s economy on the demand and prices of coal in Europe
  • Gas price overview and its impact on European coal price
10:10AM Keynote Presentation: The global energy market 2018 and beyond
  • Coal projects investment in emerging coal consumption countries 
  • Will coal price in international market continue to increase?
  • Position of coal in world energy mix
  • Emerging coal demand from APAC and the Middle East
Carlos Fernandez Alvarez, Senior Coal Analyst, International Energy Agency
10:40AM Networking coffee break
11:20AM Onstage discussion: The status of coal in Europe
  • Political goals vs realities- The EU climate and energy package
  • Coal supply and demand across the EU
  • Post COP23 - The impact of the Powering Past Coal Alliance
  • Assessing growing Mediterranean imports 2018 and beyond
11:40AM Global projects update – where are the opportunities?
  • What is coming online? What are their requirements? Where are they?
  • Which projects are being close or suspended and what will be the impacts of this?
  • Timescale for Europe’s adjustment to other energy sources
Hugh Lee, Energy Economist, Independent Consultant
12:00PM Panel discussion: European buyer’s perspective
  • Enforcement of EU 2030 targets and practical impact on utility buying patterns
  • What are Poland’s concessions to the agreement and how much flexibility do power plants have?
  • Has this affected the coal qualities in demand?
  • Steel procurement strategies and metallurgical coal demand outlook
  • Changes to coal specification regulations in Turkey – how far will this open up the import market?
Frank Brannvoll, Executive Analyst And Advisory - Energy, Cembureau
Patryk Dunal, Portfolio Manager, PGE Polska
Torsten Oster, Head of Group Energy Purchasing, HeidelbergCement AG
12:40PM Networking lunch
2:00PM Panel discussion: Asia in focus
  • China - What are the latest key policies and their impacts on the global coal market
  • What was agreed at the Chinese National Party Congress and what will be its impact on the global market?
  • To what extent can China really manage the seaborne coal price?
  • Supply side and policy developments facing Indian imports
  • How much demand for thermal coal are we likely to see from Indian power over the next year?
  • Opportunities in South East Asia – new projects and demand forecast
  • A changing landscape for Indonesian coal exports – what does this mean for the buyers?  
2:40PM Panel discussion: The growing opportunities in the Middle East
  • An overview of Egyptian cement production and growth prospects
  • How many countries are making the switch to coal?
  • Middle East imports– who are the new players?
  • The increased use of petcoke in the region – challenges and opportunities
  • Changes to coal specification regulations in Turkey – how far will this open up the import market?
  • Outlook for Middle Eastern steel production and metcoal demand
Mohamed Kamel, Procurement Manager, Asec Menya Cement
3:20PM Networking coffee break
4:20PM Anthracite demand and price analysis
  • Main factors and indicators influencing the price of anthracite
  • Where are current demands for anthracite in Europe heading?
  • Update on quantities of Russian imports and future forecast
4:40PM Metcoal demand and pricing
  • How is the market looking at the moment in terms of demand for metcoal in Europe?
  • Steel production outlook in Europe and beyond
5:00PM Closing remarks and end of day one
5:10PM Networking drinks reception

Day 2: Tuesday, October 16, 2018

9:30AM Opening remarks
9:40AM Day two keynote: IMO 2020 – the impact of the new regulations on the dry bulk freight market
  • What do the new rules mean for the coal supply chain?
Alfredo Parroquin Ohlsson, Head, Cargoes and Technical Cooperation Coordination, IMO
10:10AM Freight rate forecast
  • What is the current fleet supply/demand balance and where will it be headed over the next six quarters?
  • How will this impact freight rates?
  • Impact of seasonality on rates – when to build up inventory?
  • What are the fundamental drivers of freight market dynamics?
10:40AM Financialisation of the coal market
  • How the high volume of financial trading can affect the physical market
  • Hedge funds?
Georgi Slavov, Head of Research, Marex Spectron Group
11:00AM Networking coffee break
11:40AM Assessing the role of coal in India’s energy mix
  • Demand for thermal coal from Indian power over the next year
  • Will India invest in coal projects abroad to secure suitable coal that meets their requirements, given their depleting resources?
  • Sectoral coal demand in India and subsequent import demand
Ashish Navaney, Head - Sourcing & Freight, Tata International Limited
12:00PM Can the US come back as a coal exporter and how quickly?
  • Challenges to ramping up production volumes in US mines in current conditions
  • Which mines are confirmed and expected to close?
  • Prospects for reopening coal mines in the future - will the law permit it?
  • US coal qualities integral to international steel mills
12:20PM Closing remarks
12:30PM Networking lunch and close of conference