Ferro-alloys - Metal Bulletin Store
Ferro-alloys - Metal Bulletin Store
Ferro-alloys - Metal Bulletin Store
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Programme<br />
Sunday 11 November 2012<br />
18:00 Welcome drinks reception: Bavarian Oktoberfest<br />
Day one:<br />
Monday 12 November 2012<br />
Plenary session: Meeting room I<br />
Future of the ferro-<strong>alloys</strong> business in the<br />
tough economic times<br />
09:00 Chairman’s opening remarks<br />
09:15 Macroeconomics: how will the unstable situation and the<br />
financial crisis affect the ferro-<strong>alloys</strong> business?<br />
• What is the long term scenario: will the debt crisis in Europe continue to be<br />
the main setback?<br />
• Is the rest of world recovering? How did the USA manage to overcome the<br />
difficulties so quickly? Will it have a knock-on effect on the European economies?<br />
• Lack of credit – did the situation improve through the past year? How did it<br />
affect the industries?<br />
• Currency fluctuation – what will be the future of the Euro? How will it set against<br />
the dollar and will the trust in the single European currency be reinstalled?<br />
Frank Bekaert, Director, Mckinsey, Luxembourg<br />
09:45 Outlook on the global ferro-<strong>alloys</strong> marketplace: is the industry<br />
heading in the right direction?<br />
• European economic downturn and impact on the ferro-<strong>alloys</strong> business<br />
• Supply/demand balance – is the market oversupplied? How does it affect<br />
market dynamics and pricing? Which ferro-<strong>alloys</strong> markets are mostly affected?<br />
• Focus on the ferro-silicon markets – how did they perform in the past year?<br />
What will be the trends ruling the market in the year to come?<br />
• Prospects for the future – will 2013 be a better year for the ferro-<strong>alloys</strong> business?<br />
Kjell Ramsdal, Senior Vice President, Elkem, Norway<br />
10:15 Networking coffee break<br />
11:15 How might the winds blow for 2013 in stainless and special steels?<br />
• Status quo 2012: volumes, prices, margins, growth dynamics for stainless<br />
steel, tool steel and engineering steels<br />
• Outlook for 2013: trends in automotive, consumer goods, process<br />
equipment, oil and gas and power generation, construction<br />
• Consolidation ahead? What will be the impact on the ferro-<strong>alloys</strong> industry?<br />
Markus Moll, Managing Director, SMR, Austria<br />
11:45 Stainless scrap availability and the impact it has on the ferro<strong>alloys</strong><br />
markets<br />
• Overview of the stainless steel scrap market – is the market undersupplied?<br />
• Scrap vs primary raw materials – is there a cost advantage?<br />
• Outlook on the future of the industry – view from the market leader<br />
Paul Gielen, Director Sales, Cronimet <strong>Ferro</strong>leg GmbH, Germany<br />
12:15 Networking lunch<br />
Specialist session: Meeting room I<br />
MANGANESE<br />
14:00 Chairman’s opening remarks<br />
Anne Tremblay, Executive Director,<br />
International Manganese Institute, France<br />
14:15 Manganese market dynamics – focus on steel performance and<br />
impact of inventory levels in Asia<br />
• Performance of downstream steel industry, who is growing, contracting etc.?<br />
• Mn alloy supply and demand balance – why are the alloy<br />
prices underperforming?<br />
• Major producers retreat from costly SiMn – why is capacity being removed?<br />
• Global trade flows of <strong>alloys</strong> in comparison to Mn ore<br />
• Performance of major miners and their inventory levels<br />
• Ore imports and port stocks in China – are they telling us anything?<br />
• India ore imports – is the new tiger being born?<br />
Mark Camaj, Market Research Manager,<br />
International Manganese Institute, France<br />
14:45 New manganese smelting capacity and – where will the <strong>alloys</strong><br />
come from in the future?<br />
• Has India replaced China as an exporter? What is the forecast for the long<br />
term prospects?<br />
• Manganese <strong>alloys</strong> production in Asia and Africa, who can be the next star<br />
performer? Indonesia, Korea or the Middle East?<br />
• The situation in Europe, will the Ukraine reach the top of their game and<br />
beat the Asian producers in the race to be the main supplier?<br />
• Focus on beneficiation in South East Asia – will the region bring more<br />
investments into smelting projects? Would the global producers be<br />
prepared to get involved?<br />
• What would be the cost curve of the <strong>alloys</strong> produced, would it hurt low cost<br />
producers like India?<br />
• Correlation to China – will the domestic consumption levels and prices stay<br />
low? How will it affect the global markets?<br />
• SiMn vs high carbon ferro-manganese in China – will the current low prices<br />
of energy continue to support silicon-manganese?<br />
Kevin Fowkes, Managing Consultant, Alloys Consult, UK<br />
15:15 Networking coffee break<br />
15:45 Focus on South Africa: will new capacities in the Kalahari basin<br />
really materialize?<br />
• Significant increase in prices of manganese as a reason for the new start<br />
ups – will they materialize in the current market situation?<br />
• Constraints on the sustained growth – will South Africa overcome its<br />
logistical problems and give a clear way for the new deposits to flourish?<br />
• What will be the cost of the new manganese capacity? Will it make South<br />
African ore the most competitive or the least competitive?<br />
• What will happen with the extra manganese ore capacity – will it be<br />
beneficiated or exported?<br />
David Wellbeloved, Technical Director, Asia Minerals, South Africa<br />
16:15 Regulatory affairs and manganese ore shipments – what will<br />
change in the near future and how will it affect the industry?<br />
• Influence of REACH on the worldwide regulations – how does it affect the<br />
industry, will its impact increase in the coming years?<br />
• The GHS system as an attempt to harmonise worldwide classification and<br />
labelling of substances<br />
• What will be the impact of GHS System on the shipping of metallic ores and<br />
ferro-<strong>alloys</strong>?<br />
• Timeframe of the new regulations: is the industry ready for changes as<br />
of 2013?<br />
• Will the two year postponement be ratified? Will investment in port facilities<br />
go ahead? Will global trade in ores and <strong>alloys</strong> stop from 1 Jan next year?<br />
Dr Keven Harlow, Regulatory Affairs Manager,<br />
International Manganese Institute, France<br />
16:45 Executives’ Panel discussion: Manganese <strong>alloys</strong> business –<br />
how were they affected by the sluggish steel demand in Europe<br />
and flat market in China?<br />
• Good price level of ore – what is the reason behind it and will it continue for<br />
the next 12 months?<br />
• Impact of shipping prices – why the low cost of logistics didn’t play a vital<br />
part in lowering the prices?<br />
• Why are the prices of <strong>alloys</strong> so volatile, is it due to the shut downs or did<br />
other factors also have a role to play?<br />
• Different reality for different manganese <strong>alloys</strong> – what kind of material kept a<br />
strong position in the past year and which one is set to perform best in the<br />
year to come?<br />
• Will the prices settle according to China?<br />
Arnaud Vigier, Chief Marketing Specialist, Eramet, France<br />
Peter Toth, CEO, OM Holdings, Singapore<br />
Kevin Fowkes, Managing Consultant, Alloys Consult, UK<br />
Anne Tremblay, Executive Director,<br />
International Manganese Institute, France<br />
17:30 Chairman’s closing remarks and drinks reception<br />
19:30 Gala Dinner<br />
Specialist session: Meeting room II<br />
NICKEL<br />
14:00 Chairman’s opening remarks<br />
14:15 Nickel and ferro-nickel pricing volatility – has the market settled<br />
down a bit?<br />
• Has the interest from investors and speculators materialised in the nickel<br />
market this year? Is the market still liquid enough?<br />
• Level of inventories – how much material is locked out from the market?<br />
Where has it been accumulating?<br />
• Forecasting LME prices – will they keep going down? Where is the<br />
bottom line?<br />
• Long term contracts vs spot market prices- why is the industry leaning<br />
towards longer term deals? Will the spot pricing eventually achieve previous<br />
or even higher levels?<br />
Angus Staines, Analyst, UBS, UK<br />
<strong>Metal</strong> <strong>Bulletin</strong> Events reserve the right to alter the venue, timings and/or speakers. © <strong>Metal</strong> <strong>Bulletin</strong> Events, part of Euromoney Trading Limited
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