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CONFIRMED SPEAKERS INCLUDE:
- Andreas Goss, CEO, thyssenkrupp Steel Europe AG
- Carl De Mare, Vice President, Emerging Technologies, ArcelorMittal
- Alan H. Price, Partner, Wiley Rein
- Bernard O'Connor, Partner, NCTM O’Connor
- Christopher Beauman, Senior Adviser, European Bank for Reconstruction and Development
- Georges Kirps, Director General, Eurometal
- Hans Jürgen Kerkhoff, President, German Steel Federation Chairman Steel Institute VDEh
- Carlos Barajas, Vice President, Global Sourcing and Functional Excellence- Vehicle Group, Eaton
- Chris Houlden, Research Manager, CRU
- Igor Sapozhnikov, Market Analyst, Magnitogorsk Iron & Steel Works
- Oliver Ellermann, Chairman, (BDS) Bundesverband Deutscher Stahlhandel
- Vladislav Belousov, Manager, Magnitogorosk Iron and Steel Works
- Dmitry Popov, Consultant, CRU
- Ingo Winkelmann, Manager, Raw Materials Processing, Ford
- Ersun Ozdemirel, Export Manager, Borcelik Celik San.Tic. A.S
- Jorgen Nordstjerne Schmidt, Senior Business Developer, Dong Energy
- Chris Asgill, Senior Consultant, CRU
- Matthew Watkins, Principal Consultant, CRU
- Sarah Macnaughton, Senior Consultant, CRU
- Lothar Patberg, Head of Research & Development, thyssenkrupp Steel Europe AG
COMPANIES REGISTERED SO FAR INCLUDE
| Company |
Country |
Company |
Country |
| ABB AG |
Germany |
KfW IPEX-Bank GmbH |
Germany |
| AGCO |
United States |
Lemvigh Muller A S |
Denmark |
| Antwerp Metal Logistics Nv |
Belgium |
London Metal Exchange |
United Kingdom |
| Atlantic Industries Limited |
Canada |
M J Maillis SA |
Greece |
| BNP Paribas SUISSE Sa |
Switzerland |
Magnitogorsk Iron & Steel |
Russian Federation |
| Boliden Smelters |
Sweden |
Metal |
Germany |
| Borcelik Celik Sanayii Tic. AS |
Turkey |
NCTM O’Connor |
United Kingdom |
| BSH Hausgeräte GmbH |
Germany |
NLMK Europe Strip Products |
Belgium |
| Bundesverband Deutsche Stahlhandel |
Germany |
NV Bekaert SA |
Belgium |
| Cabot Switzerland GmbH |
Switzerland |
Oxbow Coal GmbH |
Germany |
| CMI |
Belgium |
Phillips 66 Company |
United States |
| DK Recycling und Roheisen GmbH |
Germany |
Port of Rotterdam Authority |
Netherlands |
| Dong Energy |
Denmark |
SBI Capital Markets Ltd |
India |
| Eaton |
United States |
SIJ group |
Slovenia |
| EUROMETAL |
Luxembourg |
SMS group GbmH |
Germany |
| European Bank for Reconstruction & Dev. |
United Kingdom |
Stemcor |
United Kingdom |
| Ford |
Germany |
Tata Staal BV |
Netherlands |
| German Steel Federation |
Germany |
Tenova Metals Deutschland GmbH |
Germany |
| Hilti Aktiengesellschaft |
Liechtenstein |
thyssenkrupp Steel Europe AG |
Germany |
| Imerys –S&B Industrial Minerlas |
Greece |
Verbrugge Terminals BV |
Netherlands |
| Interpipe Ukraine Llc |
Ukraine |
Wiley Rein |
United States |
| JSC United Metallurgical Co. (OMK) |
Russian Federation |
Zelezara Smederevo d.o.o. |
Serbia |
CONFERENCE AGENDA
WEDNESDAY, 16 MARCH
09:00-14:00 Site Visits
Two site visits are scheduled to take place on the morning of 16 March 2016.
A tour of the integrated steelworks of thyssenkrupp in Duisburg
A tour of the wire rod plant of ArcelorMittal Duisburg
Places are limited so please reserve your place at the time of registration
16:00 Registration desk opens
16:00 - 18:00 CRU Workshop
-- China costs and the ability to export
-- CO2 costs: impact on marginal/average costs, capacity utilisation
-- Cost competitiveness of European steel sector
-- CRU cost work and its place in understanding the supply chain
19:00 Cocktail reception at the Rhine Tower sponsored by
19:10 Words of Welcome
Andreas Goss, CEO, thyssenkrupp Steel Europe AG
THURSDAY, 17 MARCH
09:00 Chairman’s opening remarks
Keynote panel discussion - steel-makers’ perspective
09:10 World steel: What are the key challenges and opportunities?
-- Will 2015 mark the highpoint for Chinese overcapacity?
-- To what extent will cheap Chinese steel continue to erode Europe’s traditional export markets?
-- What role will national governments and the EU take in responding to the crisis besetting the industry?
-- How does the European steel industry compare with global competitors from a cost perspective?
-- What are the potential cost wins in terms of raw materials and energy efficiency?
-- To what extent will demand improvements in automotive, construction and other sectors assist the market?
-- CRU’s finished steel market outlook
Andreas Goss, CEO, thyssenkrupp Steel Europe AG
Carl De Mare, Vice President, Emerging Technologies, ArcelorMittal
Matthew Watkins, Principal Consultant, CRU
Further speakers to be announced
10:40 Refreshment break
Under the microscope - European steel
11:10 Examining the competitiveness of European steel
-- How do European costs compare to global competition?
-- How do economic prospects for European steel compare with global competition?
-- Under which scenarios does the legislative burden in Europe materially damage the steel industry?
11:35 China and market-economy status: what would implications be for global trade and trade defence in steel?
-- What will we know about the position of the European Commission, Council and Parliament by March?
-- What has to happen politically and administratively for the US to make the change?
-- What steps should the OECD be taking to address global overcapacity?
-- How do the EU and US approaches to antidumping differ?
Alan H. Price, Partner, Wiley Rein
Bernard O’Connor, Partner, NCTM O’Connor
12:05 The Paris Climate Change Summit of December 2015: Is it relevant to the EU and to the global steel industry? If so, how?
Christopher Beauman, Senior Adviser, European Bank for Reconstruction and Development
12:30 Case Study – Energy efficiency developments in European steel
Senior representative, Tenova
12:55 Questions and answers
13:00 Lunch
Economics and currency
14:30 Global economic outlook
-- What are the prospects for the US economy?
-- What is the outlook for European economic growth?
-- Examining the impact of the change in China’s growth mix on the global economy
-- What is the outlook for India and other emerging markets?
-- How will the Dollar, Euro, Renimbi, Rouble, Hryvnia and other key currencies perform in 2016?
Hans Jürgen Kerkhoff, President, German Steel Federation, Chairman, Steel Institute VDEh
Focus on China
14:55 The truth about China
-- Will capacity closure in China tighten global supply or will mothballed, inefficient capacity be replaced by more efficient operations?
-- Protectionist measures are beginning to have an impact on Chinese exports. How will trade flows shift as a result of protectionist measure in the US?
-- How much will Chinese mills benefit from declining costs?
-- The housing stock drawdown, and a credit and construction demand pullback will subdue demand, but for how long?
-- To what extent will the Chinese equipment, machinery and transportation sectors contribute to growth?
-- How much will urbanisation and migrants with an urban hukou continue to support steel demand?
Chris Houlden, Research Manager, CRU
15:25 New opportunities for the Chinese steel industry
Darren O’Riordan, Stemcor
15:45 Refreshment break
Global steel market in focus
16:15 Panel discussion: Exploring the steel outlook in key global markets
-- Examining the prospects for the CIS steel market
-- What is the outlook for supply, demand and trade in Turkey and the Middle East?
-- How significant a contribution will India and South East Asia make to the iron and steel markets in the short to medium term?
-- Examining the prospects for US Steel demand
Igor Sapozhnikov, Market Analyst, Magnitogorsk Iron & Steel Works
Ersun Ozdemirel, Export Manager, Borcelik Celik San. Tic. A.S.
Vladislav Belousov, Manager, Magnitogorsk Iron & Steel Works
Dmitry Popov, Consultant, CRU
Further speakers to be announced
17:00 Close of day one
Click here to Download the Registration Form
FRIDAY, 18 MARCH
Distribution
09:10 Overview of European steel distribution
Oliver Ellermann, Chairman, (BDS) Bundesverband Deutscher Stahlhandel
09:30 Steel distribution: A systemic link between steel producers and steel end-users
-- Steel distribution: business models and world steel markets
-- The role of flat steel service centers in the EU
-- The position of multi-product and proximity distribution in the EU
-- Mill-tied steel distribution versus independents: how US steel distribution differs from EU steel distribution
-- Will non-EU steel producers have increased footprints in EU steel distribution?
Georges Kirps, Director General, Eurometal
Demand
09:50 Panel discussion: Automotive demand
-- What is the outlook for overall automotive demand?
-- What are the prospects for AHSS and UHSS demand growth?
-- How will current emissions scandals alter powertrain decisions?
-- Examining the potential for further mass reduction in 3rd generation high strength steel
-- Hybrid material technology and how the landscape differs between OEMs, platforms and cost targets
Ingo Winkelmann, Manager, Raw Materials Purchasing, Ford
Carlos Barajas, Vice President, Global Sourcing and Functional Excellence - Vehicle Group, Eaton
Bernhard Osburg, Head of Sales Automotive, thyssenkrupp Steel Europe AG
10:50 Refreshment break
11:20 Opportunities for steel in construction and infrastructure
Lothar Patberg, Head of Innovation, thyssenkrupp Steel Europe AG
11:45 Panel discussion: Searching for growth
-- What is the outlook for OCTG and linepipe?
-- Examining the market in the machinery and equipment sectors
-- Discussing the latest developments in the white goods market
-- Steel solutions for the renewable energy market
Jørgen Nordstjerne Schmidt, Senior Business Developer, Dong Energy
Further speakers to be announced
12:45 Lunch
13:45 Steel price risk management
Speaker to be announced, LME
14:05 CRU Insights - Raw materials and steel making costs
-- Are iron ore exits sufficient to balance the market? How does the pace of exits vary between nontraditional exporters, Chinese producers and juniors?
-- How will the market for lump, fines and pellets differ?
-- What were the drivers of the metallics price collapse in 2015? What has this meant for steel margins over scrap?
-- Is there any recovery expected for metallics in 2016?
-- What is the outlook for metallurgical coal?
-- When will the metallurgical coal market come back into balance? What are the supply and demand fundamentals in the main production and consumption regions?
Chris Asgill, Senior Consultant, CRU
Sarah Macnaughton, Senior Consultant, CRU
Speakers to be announced
15:00 Close of the conference
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