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Kallanish Asia Steel Markets 2020 will provide an unrivalled opportunity to network with industry professionals
Kallanish Asia Steel Markets 202 is very excited to show you what Kallanish's new virtual event platform can do – from interactive networking, to personalised agendas and the ability to engage with speakers via live Q&As and polls.
The virtual format also provides some advantages that you can’t get from face to face events, such as watching or re-watching programme sessions on-demand, plus the opportunity to connect with many more attendees from around the world that may not have been able to travel to Vietnam in 2020.
PROGRAMME |
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Watch presentations and panel discussion from top industry speakers LIVE. But if you have missed a session or want to re-watch it? You can watch it On-Demand in your own time. Note: All times displayed in local SGT, Singapore time (GMT +8hr) |
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DAY 1 - 21st October 2020 |
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| 13:00 | Welcome Address & Keynote Session | |||||||||||||||
Asia is at the center of the key issues affecting the steel industry globally, and its role throughout the coronavirus outbreak to date has emphasized this. Southeast Asia and India have the greatest underlying potential for steel demand growth. It has been demand-growth in China which has outperformed however thanks to the economic response to the coronavirus. Massive urbanization, infrastructure investment and growth in both industry and consumer demand will make the region increasingly important. But outside China these developments have been put on hold amid widespread lockdowns and disrupted investments. Southeast Asia and India have recently seen massive investment, some from China, some home-grown and some from other players looking to enter the regional market. That leaves existing players challenged by new competitors, while new producers themselves compete to boost exports to other markets. The coronavirus outbreak has emphasized these issues, replacing trade frictions and investment as the dominant theme in trade flows. This has pushed China to become a net importer, while Southeast Asian net imports have plummeted and exports from both Southeast Asia and India have increase sharply. As the coronavirus risk fades, and these trade balances shift and resettle, how are major players in the region positioning themselves for the post-coronavirus world? This session will answer:
Speakers:
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| 14:00 | Networking Break | |||||||||||||||
| 15:00 | SESSION 2: Demand Drives Markets | |||||||||||||||
Demand drives markets, and nowhere more so than in Southeast Asia where demand growth beats most of the world even in a bad year. As the region sees growing urbanization, construction and infrastructure, investment will be extensive. With China’s Belt and Road hitting roadblocks however, how will investment be maintained and what investments will remain politically viable? Meanwhile, automotive and white goods giants are aiming to move their production closer to growing markets. The race is on between the major Southeast Asian nations to capture the most of the growing local markets from both the existing players like Japan and Thailand, and from each other. How will these markets develop in the future and how will that impact steel product demand and trade flows? This session will answer:
Speakers:
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| 16:00 | Networking Break | |||||||||||||||
| 17:00 | SESSION 3: Investment And Risk | |||||||||||||||
Investments in Southeast Asian and Indian capacity have soared in recent years, driven by underlying demand growth potential. The coronavirus has already revealed some of the impacts of these investments. India has become an increasingly important exporter, as have Vietnam and Malaysia. China meanwhile is also investing heavily domestically. Although capacity won’t be growing much overall anymore, coastal export-focused capacity will. Within the region new and existing players are also aiming to boost capacity. With the coronavirus disrupting markets this year, new producers are making their presence felt even as production falls and utilization rates across the region decline. Running at capacity and running at a loss to build market share may no longer be a viable strategy. Of the tens of millions of tonnes of capacity recently commissioned or in the pipeline, how much can really survive? How will existing players compete for market share? And if overcapacity grows, which investments will have the stamina to survive? This session will answer:
Speakers:
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| Click here to Register | ||||||||||||||||
DAY 2 - 22nd October 2020 |
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| 13:00 | SESSION 4 : The Raw Materials Rollercoaster | |||||||||||||||
The coronavirus has forced down steel production and demand for raw materials down globally. China’s surging demand however has pushed iron ore prices back to the highs of last year. This has only made the options for steelmakers elsewhere more complicated, as they struggle with weak demand and high steelmaking costs. Scrap markets meanwhile have been hit by both weak demand and lower collection rates due to the pandemic As a result, EAF steelmakers have benefitted less than they normally would have from high iron ore prices. Scrap markets are also preparing for a major shift in trade flows if China allows more imports. This leaves steel markets having to plan for volatile raw materials markets for the foreseeable future. Managing those risks and balancing those costs will be crucial in successfully navigating the recovery over the coming year. This session will answer:
Speakers:
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| 14:00 | Networking Break | |||||||||||||||
| 15:00 | SESSION 5 : Trade Shocks & Trade Flows | |||||||||||||||
Trade-focused conflicts between the USA and China as well as between Japan and Korea by the start of the year had been of concern, and are likely to remain so as the coronavirus slowly becomes less of an issue. The sudden shock to demand from the virus however has drowned those concerns in a flurry of new trade flows. China is now a net importer for the first time since 2009, and this has allowed some mills, especially in Vietnam and India, to compensate for weaker local demand. New trade flows can’t be guaranteed to last and old trade flows are altering day by day. Amidst all of this, exports are key to sustaining the growing capacity in the region through troubled times. How can steel business sustain an advantage and how can they protect themselves from the risk of sudden protectionism? This session will answer:
Speakers:
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| 16:00 | Networking Break | |||||||||||||||
| 17:00 | SESSION 6 : Asia Steel Markets - Talking Points & Closing Remarks | |||||||||||||||
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