Plant Tour and Seminar

Registration

Chairman's Welcome Address

Keynote Session 1: Asia in the world

Asia remains the core driver of the global steel industry. China is attempting to stabilise its economy but will likely continue putting pressure on global steel prices. India is coming off a year of underperformance and is hoping to regain some of the momentum and optimism of recent years. Southeast Asia, meanwhile, is increasingly a global pivot point, deciding how much Asian steel ends up in markets to the West. As these dynamics continue to shift, we bring together global steel industry leaders to define their role in global markets.

Key Questions:

• •  Can China pull out of its steel recession?
• •  Will India regain its mojo?
• •  Will Southeast Asia continue to build its overcapacity?
• •  What will be the next external market driver? Climate change, geopolitics, trade disputes?

Format: Presentations/ Q&A session

Coffee Break

Keynote Session 2: Global Markets Panel

Market volatility is never far away, and with global markets so interconnected, a global view is essential. In this session, we bring you a round-up of global markets from our Kallanish editorial team. Learn how the latest developments in Asia, Europe, the Middle East, and elsewhere are impacting steel markets right now and how this could play out in the near term.

Format: Presentations/ Panel Session

Cocktail reception

Registration

Chairman's Welcome Address

Session 3: Trade and demand

Asian steel demand growth remains very mixed. While some major economies are seeing a prolonged slowdown, China is adjusting to a major economic restructuring that could continue for years. At the other end of the spectrum, India and Southeast Asia have long had low per capita steel consumption, which should increase rapidly in the coming years. These changes will shape the industry and trade flows. Other factors, such as protectionism and carbon accounting, will also determine who will be able to access key areas of demand growth.

Key Questions:

• •  Will India and Southeast Asia achieve their steel demand growth potential?
• •  Which sectors will drive demand growth in these regions and decline in China?
• •  Will protectionism block markets effectively?
• •  Will carbon emissions begin to determine trade flows?

Coffee Break

Session 4: Investment in a changing climate

As the global industry shifts focus, investment has also moved to new geographies and technologies. Investment in new steelmaking capacity has moved to India, Southeast Asia and the Middle East. New cost structures and a growing focus on climate change have also meant significant investment in either existing capacity or capacity replacement globally. New and old technologies that played a minor role in the industry are now taking a significant share of new investment.

Key Questions:

• •  Can Southeast Asia handle such a rapid build-up of capacity?
• •  How will the growing cost of carbon impact steel capacity investments?
• •  What policies are shaping the way steelmakers invest?
• •  How is the financial community looking at investment in the sector?

Format: Presentations/ Q&A session

Lunch

Session 5: Steelmaking costs

After another chaotic year for steelmaking raw material prices, are prices now reverting to predicted trends? Coking coal markets are being reshaped by the rise of India as a major price-setter, and by growing merchant coke capacity. Iron ore prices are being undermined by new global investments, particularly in West Africa. Scrap, meanwhile, remains inflated as supply cannot keep up with growing demand.

Key Questions:

• •  Is China finally gaining control over iron ore pricing?
• •  Will coking coal fluctuations determine which steelmakers are the most competitive?
• •  Is there enough high-grade iron ore to meet the demand for DR-grade pellets?
• •  Will scrap supply ever catch up to demand?

Format: Presentations/Q&A Session

Coffee Break

Session 6: Looking to the future

In this session, our analysts and key conference participants will assess the implications of the previous sessions. After discussing such a wide range of trends and developments, we look to industry leaders to paint the bigger picture and begin charting a path through the volatile times ahead.

Format: Panel session

Chairman's closing remarks