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Agenda Overview

Pre-conference: Sunday, October 14, 2018

3:00PM Pre-conference registration and networking

Collect your conference materials from 3pm and join old friends and new contacts for refreshments in our Meeting Hub

6:00PM Ice-breaker drinks reception at the Camp Nou Football Stadium

Network in style at the welcome drinks reception held at the world famous Camp Nou Football Stadium 

9:00PM Bus departs back to the Pullman Skipper

Day 1: Monday, October 15, 2018

7:45AM Breakfast briefing: The Thermal Coal Market to 2030

07:45: Understanding Chinese energy and coal supply-side policy in the long-term

Lize Wan, Coal Analyst, CRU 

08:05:  Opportunities and threats to the coal industry from new technology and government policies

Will Ayre, Consultant, CRU

08:25: How does future coal supply compare with expected demand and what does this mean for long-term prices?

Adam Parums, Senior Coal Analyst, CRU

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
Adam Parums, Senior Consultant, CRU
9:40AM Coal market outlook and European gas price overview
  • Factors that impacted coal price in 2017 & 2018
  • Potential price drivers in the short term
  • China Hydropower – Correlation to coal usage
  • Potential Weather impacts
  • Global Coal Near-term outlook
  • European gas price drivers and impact on coal
Vishal Thiruvedula, Senior Analyst, Thomson Reuters
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 API2 futures forecast for 2019
Frank Brannvoll, Energy Advisor To Cimeurope, Brannvoll ApS
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
Franz-Josef Wodopia, Managing Director, Coal Importers Association
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?
Torsten Oster, Head Of Group Energy Purchasing, HeidelbergCement AG
Yahdian Falah, Senior Manager Coal Analysis, EnBW Energie Baden-Württemberg AG
Yevgeny Shmakov, Director Of Marketing And Purchasing Strategy, Metinvest Holding LLC
12:40PM Networking lunch
2:00PM Asia in focus

 

  • 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?  
Ashish Navaney, Head - Sourcing and Freight, Tata International Limited
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
Waleed Abouraya, President & Ceo, MEBPC
Dr. Sirri Uyanik, CEO, Iskenderun Enerji Uretim ve Ticaret AS
Guillaume Perret, Director, PERRET ASSOCIATES LTD
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
Andrey Tarasko, Deputy General Manager International Sales Department, JSC Siberian Anthracite
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
Alexander Griffiths, Commodities Analyst- Iron Ore And Steel Specialist, Wood Mackenzie
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?
Peter Lindström, Head of Klaveness Research, Torvald Klaveness
10:40AM Financialisation of the coal market
  • How the high volume of financial trading can affect the physical marke
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
Sanjev Modi, AVP, Adani Enterprises Ltd – Coal Trading
12:00PM An outlook for coal in the American energy mix
Victor Valenzuela, Director - Global Fuels and Freight, The AES Corporation
12:20PM Closing remarks
12:30PM Networking lunch and close of conference