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*Tentative agenda
Agenda
| June 21 |
4:00 pm
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Registration Opens |
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6:00
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Welcome Networking-Cocktail
Spanish Tapas & Music!
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| June 22 |
7:00 am |
Breakfast |
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7:55 |
Opening Remarks |
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> SESSION 1 - Aluminum industry reality vs conventional perception
There is so much noise in the market with respect to global aluminum inventory record high levels,
LME financing deals, idled capacity and its effects on aluminum prices, speculation inflating prices,
and China inundating the market with metal. The purpose of this session is to unmask Street myths
by a pragmatic analysis of these issues.
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8:00 |
Have the Street missed something?: A pragmatic analysis of what is driving global aluminum
demand, supply and prices
Jorge Vazquez, HARBOR Intelligence, Vice President Aluminum Unit
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> SESSION 2 (Panel) - Aluminum Global Market Analysis and Outlook
Some of the world´s most accurate and respected aluminum industry analysts will share their overall
view of the current state of global aluminum demand, supply, regional premiums and speculation.
Expect to better understand the main views of the market and their best market and price forecasts.
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8:30 |
Global Aluminum supply-demand Fundamentals and the outlook for 2010-2012
David Wilson, Societe Generale, Senior Base Metals Analyst
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8:50 |
Where is the aluminum market headed? contrasting short vs long term outlook
Mark Liinamaa, Morgan Stanley, Vice President Market Research
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9:10 |
Understanding the long term aluminum price story: where is equilibrium?
Lloyd O´Carrol, Davenport Equity Research, Senior Vice President Research
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9:30 |
Speculative trends, upcoming ETF´s and the aluminum outlook 2010-2012
David Thurtell, Citigroup Global Markets, Director and Commodity Strategist
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9:50 |
Aluminum price volatility and the London Metal Exchange connection
George Adcock, London Metal Exchange, Business Manager Non-Ferrous Metals
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10:20 |
Break
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> SESSION 3 (Panel) - China Aluminum Industry Impact and Outlook
China is the most important variable for the global aluminum supply chain. In this session you will
hear the bottom line analysis of what is really going on in China´s aluminum industry (consumption,
output, imports of scrap, exports of semis, output costs), how the government is shaping it, the risk
of a financial meltdown, and the expected effects on the Western World upstream and downstream
industries. |
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10:35 |
How China's aluminum industry will look like in 3-5 years
Paul Adkins, AZ China, Managing Director
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10:55 |
China´s aluminum industry and expected impact on Western World upstream and
downstream industries
Jorge Vazquez, HARBOR Intelligence, Vice President Aluminum Unit
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> SESSION 4 (Panel) - Middle East Aluminum Output Boom
The Middle East has become key for the supply side of the aluminum equation. Understand why the
region is experiencing an output boom, how these expansions will evolve, where the metal will go
and how your company will be influenced by these developments. Hear it from the most important
player in the region. |
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11:30 |
Aluminum output boom in the Middle East in 2010-2015; how will the world be impacted?
Uday Patel, Dubai Aluminum Inc, Senior Manager Business Analysis
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> SESSION 5 (Panel) - Raw Materials, Output and Supply Issues
As the global recovery matures into fresh economic expansion, aluminum raw material tightness and
old supply issues will become increasingly visible again and cause challenges for producers, traders
and consumers. This will accelerate the supply landscape structural transformation and will probably
intensify price volatility. |
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12:00 |
The aluminum supply landscape: where the output will come from, what capacity will never come back
Jesus Villegas, HARBOR intelligence, Senior Aluminum Analyst
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12:20 |
Energy, alumina, carbon: the big industry challenge ahead
James King, James King Consulting, Founder and Senior Consultant
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12:40 |
Hot market topics from a global aluminum producer standpoint
Greg Wittbecker, Alcoa, Director Materials Management
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1:10 |
Lunch (Networking)
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> SESSION 6 (Special Focus) - Flat Rolled Products Focus
Hear from the world´s biggest and most innovative producer of FRP, its most candid assessment of the
current state of the industry, the changes of the structural drivers and how optimistic the outlook is. |
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2:30 |
Global FRP industry: macro drivers & long-term outlook
Erwin Mayr, Novelis, Senior Vice President and Chief Strategy Officer
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> SESSION 7 (Panel) - Packaging, Transportation and Construction
Get into the details of the demand side of the equation. The three C´s. Cars, Construction and Cans.
Understand the current boom in the auto sector and how long it is expected to last. Will construction
activity in the region really follow? After the expiration of cap ceilings in the can sheet industry, how
deep are the structural changes in the industry and how the players have reacted? Get all the details
on how all the above translates into real metal demand forecasts. |
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3:00 |
Global auto outlook: developed vs emerging markets
David Cutting, J.D Power and Associates, Senior Manager of Forecasting
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3:20 |
US extrusion demand outlook: composition and magnitude
Matthew Aboud, Hydro Aluminum North America, Director of Sales, Sourcing & Trading
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3:40 |
Aluminum can sheet market : The latest intel on supply, demand and contract negotiations
Joe Sasso, JAS Consulting, Founder and Senior Consultant
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4:05 |
Outlook for cars, construction and cans...will 2010-2012 recovery path
Timothy Hayes, Davenport Equity Research, Senior Vice President Research
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4:35 |
Free for Networking
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| June 23 |
7:00 am |
Breakfast
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> SESSION 8 (Panel) - Aluminum Scrap Markets in North America, Latin America and China
The scrap market is experiencing unprecedented tightness. More than 50% of metal recovery in North America is going to
the Emerging World. Higher scrap prices is prompting secondary producers and mills to increase demand for primary. Latin America
is playing an increasing role in scrap generation and consumption, but VAT issues and strong auto sector is reducing
availability for export. China is soaking up scrap like never before as its secondary aluminum market explodes. THe Chinese government has responded with new policies to close some loopholes and change the equation. In this context, players respond with fresh initiatives and are willing to share their viws and experiences.
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8:00 |
Ongoing dynamics in the UBC market: is the equation changing?
John Woehlke, Evermore Recycling, General Manager
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8:20 |
North America domestic scrap trends ahead
Robert David, B David and Co, LLC, President
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8:40 |
Powerful underlying trends in Mexico´s scrap market
Ricardo Lozano, Faveba Group, Vice President Business Development
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9:00 |
China´s aluminum scrap and secondary markets: trends, outlook & government policy
Ms. Xiong Hui, Antaike, Senior Aluminum Scrap and Secondary Aluminum Analyst
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9:35 |
Break
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> SESSION 9 (Panel) - Hedging Strategies and Sourcing Best Practices
You really don´t want to miss this one. Increase your perception of price value. Enhance your hedging toolbox. Upgrade your
sourcing practices. Polish your hedging strategies. Bring present and future $ value back home. Your company will surely
appreciate it. |
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9:50 |
Empowering your hedging strategies with financial options
Paul Smith, Mobius Risk Group LLC, Chief Risk Officer
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10:20 |
Best aluminum sourcing practices; when hedging is not viable
Lisa Reisman, Aptium Global, Managing Director US
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10:40 |
The Aluminum Price Outlook 2010-2012, what hedging strategy to follow?
Jorge Vazquez, HARBOR Inteligence, Vice President Aluminum Unit
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11:10 |
Close of Conference
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