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Agenda Overview

Pre-Conference 25 October: Wednesday, October 25, 2017

4:30PM Pre-conference registration

Barceló Sants Hotel, Barcelona

6:30PM Welcome reception: Fabrica Moritz Barcelona - Sala de Tancs

Day 1: Thursday, October 26, 2017

8:00AM Registration and coffee
9:00AM Opening remarks
Harry Riley-Gould, Senior Conference Producer, Coaltrans Conferences

Developments in global coal trade dynamics

9:05AM How will coal prices develop over the next four quarters?
  • What were the primary drivers in coal price over the past six months?
  • Which key trends will dominate price movements across 2017-18?
Rodrigo Echeverri, Head of Hard Commodities Analysis, Noble Resources International Pte Ltd
9:25AM What impact will new EU regulations and policies have on long-term thermal generation in Europe?
  • What is BREF and how and when will it impact coal burning in Europe?
  • What is the outlook for nuclear and renewables in the EU generation mix?
  • How much will these developments impact seaborne coal demand?
Trevor Sikorski, Director, Energy Aspects Ltd
9:45AM Questions and discussion
10:00AM How long can coal survive in Europe?
  • What impact will Atlantic basin LNG have on coal-to-gas switching in Europe?
  • How long will existing coal-fired plants remain operational/
  • What energy basket is Europe moving towards?
Guillaume Perret, Director, Perret Associates
Gustavo Fernandez, Director Coal and Freight, Uniper Global Commodities SE
Yahdian Falah, Senior Manager Coal Analysis, EnBW Energie Baden-Württemberg AG
Carlos Fernandez Alvarez, Senior Coal Analyst, International Energy Agency
Howard Gatiss, Chief Executive Officer, CMC - Coal Marketing
10:30AM Questions
10:45AM Networking refreshment break

Global mining outlook

11:30AM Impact of weather fluctuation on coal demand in Europe
  • Fundamental dynamics of coal vs renewables into Europe
  • Utilising climate data in energy forecasts
  • Impact of renewable energy fluctuations on coal demand into Europe
Georgi Slavov, Head of Research, Marex Spectron Group
11:50AM How much output are we likely to see from miners over 2018-19?
  • How have miners responded to higher prices over 2016-17?
  • What production strategies will be utilised moving forward?
  • Is the market at risk of returning to severe oversupply?
Andrey Tarasko, Deputy General Manager International Sales Department, JSC Siberian Anthracite
Michael Hale, Director, Balamara Resources
Howard Gatiss, Chief Executive Officer, CMC - Coal Marketing
12:20PM Questions and discussion
12:30PM Networking lunch

Developing coal trade flows in India and the Mediterannean

2:00PM A long-term outlook for coal prices
  • China's coal prospect: theory and reality
  • Structural deficit between coal supply and demand
  • European coal outlook: an explosive cocktail
Guillaume Perret, Director, Perret Associates
2:25PM Are the days of Indian seaborne imports coming to an end?
  • Is the Indian market oversupplied?
  • Will Indian buyers continue to import high CV coal for blending purposes? In what quantities?
  • To what extent is cheap solar power threatening coal in India?
2:50PM To what extent can growing Mediterannean and MENA coal demand offset a shrinking European market?
  • How much is Mediterranean and MENA coal demand set to grow 2017-2020?
  • What are the primary growth drivers in the region?
  • How sensitive is the Mediterranean/MENA market to price movements?
Waleed Abouraya, President & CEO, MEBPC Cairo
Bahadir Kepenek, Procurement Manager - Energy & Alternative Fuels, CIMSA Çimento Sanayi ve Ticaret A.S.
Mehmet Topeli, Energy Planning & Reporting Manager, Iskenderun Enerji Uretim ve Ticaret AS
Afifi Afifi, Managing Director, Protrade
3:20PM Questions and discussion
3:30PM Networking refreshment break

Oxford-style debate

4:15PM 'This House believes that coal has a long-term future in the world energy mix'
Clyde Russell, Asia Commodities Columnist, Thomson Reuters
Lars Schernikau, President HMS Bergbau AG, HMS Bergbau AG
4:45PM Questions and discussion
5:00PM Evening reception

Day 2: Friday, October 27, 2017

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

Metcoal in focus

9:35AM Metcoal price forecast 2017-18
  • How did the metcoal price develop over 2017?
  • Where are metcoal prices set to go over the next four quarters?
  • What are the primary trends to look out for in metcoal prices?
George Dethlefsen, Chief Executive Officer, Corsa Coal
9:55AM Forecasting metcoal demand from the steel industry 2017-18
  • What kinds of growth can we expect from the steel industry over the next four quarters?
  • Where are the downside risks for European steel production?
  • To what extent is excess global capacity hampering European steel production?
Yevgeny Shmakov, Director of Marketing and Purchasing Strategy, Metinvest Holding LLC
Liem Hazoume, Head of Seaborne Solid Fuels & Raw Materials, ArcelorMittal Sourcing
Margriet Nip, Raw Material Procurement; Strategic Procurement, Tata Steel Group
10:25AM Questions and discussion
10:45AM Networking refreshment break

New markets and freight

11:15AM 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?
  • What are the fundamental drivers of freight market dynamics?
Peter Lindström, Head of Klaveness Research, Torvald Klaveness
11:40AM IMO 2020 and its influence on global coal trade
  • Is shipping ready for the IMO 2020 0.5% sulfur cap on marine fuels?
  • The impact of new regulations on the dry bulk freight market
  • The good, the bad, and the ugly ripple effects for the seaborne coal trade
Alex Younevitch, Managing Editor - EMEA Freight Markets, S&P Global Platts
12:00PM Dry bulk outlook: the shipbroking perspective
  • How do shipbrokers see the dry bulk market developing over the next eighteen months?
  • What impact will this have on arbitrage opportunities for coal traders?
Burak Cetinok, Head of Research, Arrow Shipbroking Group
12:20PM Questions and discussion
12:30PM Closing remarks and farewell lunch



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