Steel & Raw Materials Trade Summit 2018
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.
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08:00
Registration open
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08:55
Chairman’s welcome
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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:
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10:30
Coffee Break
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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:
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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:
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12:30-13:30
Lunch
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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
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14.40-15:10
Coffee Break
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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
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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
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16:55
Chairman’s closing remarks
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17:00
Cocktail reception
Speakers
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.
Truly global, user-friendly coverage of the steel and related markets and industry that delivers the essential information quickly while delivering on most occasions just the right amount of between-the-lines comment and interpretation for a near real time news service of this kind.
Anonymous
Very good overview of the weekly steel market.
Anonymous