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Event info

Industry Steel

Date Nov. 23, 2018

Duration 1 day

Location Singapore, Singapore

Steel & Raw Materials Trade Summit 2018

This event is past. Prospectus PDF

Overview

 

The global steel sector and its raw material suppliers continue to be caught up in trends largely beyond their control. Changes in the steel sector, especially in China, have changed the way raw materials are bought and used. Global political shifts have pushed up oil prices, driving mining and shipping costs higher. The growing availability of scrap, plus the reform of the Chinese steel sector, suggest a shrinking share of steel produced from iron ore and coking coal in the longer term. The steel and raw materials sectors are meanwhile reacting to disruptions in trade flows caused by unpredictable policies in key economies.
 
The changing markets continue to throw up new opportunities however. New investments in capacity mean new customers for miners and scrap processors around Asia. A shift towards higher value steel products creates a need for higher quality raw materials and value-adding alloys. China’s push to become a bigger player in commodity derivatives provide new opportunities to hedge or profit. With so much going on we all need a roadmap to profit, so come to Kallanish Steel & Raw Materials Trade in Singapore on 23 November to share directions.

 

Venue

Singapore Marriott Tang Plaza Hotel

Address: 320 Orchard Road
Singapore 238865
Tel: +65 6735 5800
» Map

 

Call for Papers

Submit an abstract to be a speaker and join the conference at the Steel & Raw Materials Trade Summit 2018.

» Email your abstract to marketiing@kallanish.com.

  • 08:00

    Registration open

  • 08:55

    Chairman’s welcome

  • 09:00

    Session 1: Investment and trade in steel markets 

    Both raw material and steel trade flows are being affected by a shift in the geography of demand growth. As China slows, to what extent can other economies pick up the slack? Several regions have seen strong steel demand growth in recent years and expect explosive growth going forward. Many have also seen dramatic fluctuations due to policy changes and other factors. This volatile environment is now the core of investment in new steelmaking capacity, and therefore in steel-making raw material consumption growth. Investment itself is being shaped by growing protectionism however, with markets attempting to close themselves off in order to ensure steel is produced locally. The USA is at the forefront of this and is now shaping the tone of debate over trade more generally. Will protectionism threated or encourage ongoing steel projects? And how will that shape raw materials and steel demand?

    Moderator: Roger Emmott – Managing Director, Roger Emmott Associates

    Speakers:
  • 10:30

    Coffee Break

  • 11:00

    Session 2: Creating value through trade

    As some markets become more volatile and others become more calm, trading strategies are more and more important, whether they are used in securing margins or driving profits. Ensuring proper use of the tools available is key to both approaches. Paper markets are evolving to become increasingly nuanced and more specific to the needs of traders, miners and mills. The data revolution meanwhile is providing even more, as yet undeveloped, tools to maximise your gains in the market. How can you use data to drive your margins? And how best to protect them with derivatives?

    Moderator: Moderator: Kalin Rusev – Director, Kallanish

    Speakers:
  • 11:45

    Panel session 1: Trade flows and barriers

    There has been one hot topic that has dominated the media more than any other in 2018. Trade wars and protectionism. Is the trade war here to stay? What are the goals of the sides involved? What are the likely outcomes? And what can everyone else do to avoid the pitfalls and take advantages of the opportunities this disruption will raise?

    Moderator: Roger Emmott – Managing Director, Roger Emmott Associates

    Speakers:
  • 12:30-13:30

    Lunch

  • 13:30

    Session 3: Blast furnace raw materials: iron ore and coking coal

    In the aftermath of the great commodity cycle, iron ore and coking coal prices have continuously found new sources of volatility. The impacts of China’s supply-side reforms and changing investment in mining and logistics capacity continue to push and pull prices for blast furnace materials. Despite 62% Fe iron ore remaining flat for months, diverging and converging spreads for varying qualities and impurities of raw material, create additional risk for miners, traders and end-users, which must be managed. Meanwhile, the growing importance of portside markets in China, are pulling in a different direction to the growth of new markets such as India. Coking coal markets meanwhile continue to be driven by changes in demand for seaborne material and a lack of visibility in the Chinese market. Speakers will address these issues and more.

    Moderator: Siddarth Aggarwal – Specialist-Market Intelligence, Anglo American

  • 14.40-15:10

    Coffee Break

  • 15:10

    Session 4: EAF raw materials: Scrap and electrodes

    As EAF steelmaking plays an increasingly important role in establishing the marginal cost of steelmaking, developments in scrap and electrode markets can have far reaching impacts on other materials and trade flows. After a brief overview of some developments in China’s scrap markets and trends out to 2025, we will look in this session at global scrap trade flows and how these are evolving. We will also look at graphite electrode markets, which came apparently out of nowhere two years ago to become a much more significant part of EAF costs. Supply and demand balance in these markets will shape steelmaking globally, but nowhere more so than in these EAF-heavy Southeast Asian markets.

    Moderator: Tomas Gutierrez – Managing Editor Asia, Kallanish

  • 16:15

    Panel session 2: Steelmaking raw materials

    With so much going on in each raw material market it can be a challenge to see exactly how all the factor fit together and influence each other. That leaves the dynamics for raw materials markets overall unpredictable and full of risk. We round off our event with a panel to bring together some of the most experienced people in the market to discuss how materials will impact each other and what risks and opportunities that brings.

    Moderator: Steven Randall – Director ,Metals Market Index

  • 16:55

    Chairman’s closing remarks

  • 17:00

    Cocktail reception

Speakers

Andrew Glass Founder & MD Avatar Commodities
Basak Turgut V. President Turkish Steel Exporters Association / Chief Marketing & Sales Officer
Pankaj Gupta Regional Manager South Asia Tata Steel International
Nguyen Thi Thu Cuc (Ann) Managing Director HoaPhat Trading International
Gerry Craggs Managing Director Stemcor (S.E.A.) and Chairman
Ian Roper Consultant Kallanish Consulting Services
Mario Montanari Senior Manager / Trader Mitsubishi Corporation RtM International
Prof. Keyvan Tehrani CEO Jame Tejarat Co. (JTC) Topics: Steel
  • Contact on:
Arshdeep Singh Director Vital Solutions
Kirill Zhilyaev Head of Strategic Marketing Energoprom Group
Bryan Duncan Sales & Structuring - Asia Pacific Arcadia Commodity Trading
Edric Koh Head of Corporate Sales Asia London Metal Exchange
Dan Hilliard Managing Editor North America Kallanish Steel Topics: Steel
Tim Read Commodities Trader Trafigura
Roger Emmott - Managing Director Roger Emmott Associates Limited
Cheong Jin Yu Director Commodities
Steven Randall MD Kallanish Index Services Topics: Steel
  • Contact on:

Who is coming to Kallanish Asia Steel & Raw Materials Trade Summit 2018​

Company Position   Country  
Anglo American Head of Ferrous Trading Singapore
Arcadia Agri Pte Ltd Senior Manager Sales& Structuring Singapore
Asia Steel & Metals Ltd. Manager Hong Kong
Cargill Ocean Transportation Singapore Manager, Minerals Analysis Singapore
CMI Business Development China
Corbus CEO Turkey
Energoprom Management JSC Head of Strategic Marketing Russia
Enershell Alloys & Steel Pvt Ltd CEO India
Enterprise Singapore - Singapore
Enterprise Singapore (ESG) Development Partner Singapore
Foulath Holding B.S.C General Manager – Supply Chain Bahrain
GHB Import Export One Member Company Limited General Manager Vietnam
Global Ore Head of Market Singapore
Hao Phat Trading International Managing Director Singapore
Hoa Phat Trading Int'l Pte Ltd Sales Manager Singapore
Hoa Phat Trading Int'l Pte Ltd Sales Manager Singapore
International Steel Trade Association / Cremer Steel GmbH Vice Chairman - International Steel Trade Association Singapore Singapore
Jame Tejarat Co. CEO Iran
JTC Commercial Senior Expert Iran
Kallanish Commodities Editor Steel United States
KBH Industrial Pty Ltd Sales Manager South Africa
Lhoist Malaysia Sdn Bhd Senior Steel Market Manager - Asia Malayasia
Liberty Commodities Asia Trader Indonesia
LME Head of Client Marketing & Education United Kingdom
LME Head of Physical Market Sales, Southeast Asia Singapore
LMS Reinforcing Steel Owner Canada
LMS Reinforcing Steel Ltd CEO & Co-Founder Canada
MCL Marketing director China
MCL Senior business manager China
Mining News Agency CEO Iran
Mitsubishi Corporation RtM International Pte Ltd Senior Manager / Iron Ore Division Singapore
Nasdaq Futures - NFX Business Development Director United Kingdom
Oyak Mining Metallurgy Group International Marketing and Sales Director Turkey
Oyak Mining Metallurgy Group Marketing & Sales Executive Turkey
Oyak Mining Metallurgy Group Chief Marketing and Sales Officer Turkey
PT Ispat Indo Director Indonesia
Rio Tinto Principal Analyst Singapore
Rio Tinto Manager Pricing & Intelligence Singapore
Rio Tinto Senior Analyst Singapore
Rio Tinto Senior Analyst Singapore
Rio Tinto Manager Market Analysis Singapore
Rio Tinto Pte Limited (Singapore) Analyst Singapore
Roger Emmott Associates Limited Managing Director United Kingdom
self employed Steel Analyst & Consultant Switzerland
SGX Director, Commodities Singapore
SHOWA DENKO CARBON Malaysia Sdn. Bhd Managing Director Malayasia
SMM Index Development Director Singapore
SMM Singapore Pte CEO Singapore
SSY Singapore Head of Futures Department Singapore
Stemcor (S.E.A) Pte Ltd Trading Manager Singapore
Stemcor (SEA) Pte Ltd Managing Director Stemcor (S.E.A.) Pte Ltd and Chairman – International Steel Trade Association Singapore Singapore
Tata Steel Central Buyer Strategic RM Singapore
Tata Steel International Regional Manager Singapore
thyssenkrupp Materials Trading Asia Pte Ltd Managing Director - Asia Singapore
thyssenkrupp Materials Trading Asia Pte Ltd CFO Singapore
thyssenkrupp Materials Trading GmbH - Germany
thyssenkrupp Materials Trading GmbH - Germany
Trafigura Commodities Trader Singapore
Vital Solutions Pte Ltd Director Singapore
Vital Solutions Pte Ltd Iron Ore Consultant- Partner Singapore
Wood Mackenzie - Singapore

List updated 19th November 2018.

Event info

Industry Steel

Date Nov. 23, 2018

Duration 1 day

Location Singapore, Singapore

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