SBB Raw Materials Conference 2010

Day 1 - Thursday, September 30 2010
08:30	Registration and refreshments
09:20	Opening remarks and Keynote address
	Steel Raw Materials Focus Mr Mike Henry, President, Marketing , BHP Billiton
	Eastern promise, western malaise. Outlook for the global economy Mr Mark Berrisford-Smith, Senior Economist, HSBC
11:00	Session 1: Setting the scene: Politics, Economics, Cost and Consumption Most analysts predict the next few years will continue to be a sellers’ market, with supply of iron ore and metallurgical coal remaining tight. Producers of steelmaking raw materials have been able to negotiate pricing from a dominant position. Steel companies are scrambling to secure their own captive supplies. How are steel producers coping with higher and more frequently changing prices? What strategies are they using to manage their raw material purchases? Chairman: Mr Mark Wiggett
	Iron ore outlook: Balancing supply and demand in volatile markets Mr Jim Lennon, Executive Director – Commodities , Macquarie Capital (Europe) Ltd
	Iron ore and coking coal: Outlook and market dynamics Mr Paul Gray, Commodities Analyst, Goldman Sachs & Partners Australia Pty Ltd
	Driving the spot price: Chinese domestic ore Mr Ian Roper, Commodities Strategist, CLSA Asia-Pacific Markets
12:30	Networking Lunch
13:30	Session 2: Iron Ore Outlook: Insatiable appetite or indigestion? Tens of millions of tonnes of new iron ore production capacity are set to come onto the market over the next five years. Will demand keep pace, or could this expansion result in a surplus? In this session analysts and producers from key iron ore producing regions will provide an outlook.
	The Way Forward Mr Lars-Eric Aaro, President and CEO, Luossavaara-Kiirunavaara AB
	The outlook for iron ore: looking north Mr Dallas Horadam, Principal Consultant, Metalytics
	Metinvest's Iron Ore Strategy Mr Konstantin Golovko, Head of Strategic Planning Department, Metinvest Donetsk
	Prospects for iron ore and steel supply/demand Mr Pablo de La Quintana, Head of Business Development and Strategy, Anglo American
	Indian Iron Ore in Global Perspective: Current Status and Future Prospects Mr Raj Kumar Sharma, Secretary General, Federation of Indian Mineral Industries
15:30	Afternoon Tea
16:00	Session 3: The New Gold: Metallurgical Coal and Key Elements Global coal capacity is expanding, and demand is growing as new markets open up. Ferro-alloy supply also remains a key critical issue for steelmakers. What is the outlook for these inputs? Will supply be able to match rising demand? Chairman: Dr David Hargreaves
	Vanadium Outlook 2010 Mr Daniel Harris, Vice President, Vanadium Assets, Evraz Group
	Developments in pricing and forward markets Mr Phillip Killicoat, Account Manager, Credit Suisse
	Outlook for Manganese Alloys - will supply keep up with demand? Mr Edwin Van Der Gaag, Head Ferro Alloy Trader, Director European Branch, Ronly Holdings Ltd
17:30	Cocktail reception

Day 2 - Friday, October 1 2010
09:30	Keynote Session 4: Steel raw materials in a post benchmark world: The view beyond 2011 With annual benchmark pricing now officially dead for iron ore and metallurgical coal, how are market participants coping with the new pricing environment? How do the major players see the raw materials landscape ahead? What are the future strategies of major producers and buyers of raw materials? What new market dynamics can we expect to see in 2011 and beyond? This session will include a panel discussion. Chairman: Mr Steven Randall
	All change in iron ore pricing Mr Steven Randall, Managing Director, The Steel Index
	Steel Raw Materials: A new environment is emerging Mr Davinder Chugh, Member of Group Management Board, ArcelorMittal
	Life after the benchmark: Market lessons Mr Rod Beddows, President and Co-founder, HCF International Advisers Ltd
	Managing iron ore and steel price risk Mr Bob Ray, Managing Director, International Products and Services, CME Group
11:00	Coffee Break
11:30	Session 5: Scrap is king: Outlook for scrap and metallics With electric furnaces producing about one-third of the world’s steel, over 450-500m tonnes of scrap are consumed each year. What dynamics are driving the supply and pricing of scrap? How do alternative metallics affect the market? Will the emergence of China as a major importer be a permanent feature of the international scrap trade? Chairman: Mr Ronnie Cecil
	Ore based metallics: overview of global trends Mr Chris Barrington, Secretariat, International Iron Metallics Association c/o Papillon Mineral Services Ltd
	A few interesting things seen and learned during the commodities boom-bust-bounce and the great recession Mr Robert Hunter, Director, Marketing and Applications of Iron Products, Midrex Technologies
	Steel Scrap, a raw material for steelmaking. World Steel Recycling in Figures 2005-2009 Mr Rolf Willeke, Representative of BIR Ferrous Division, BIR
	MENA market outlook Mr Nick Edström, Editor SE & CIS, Steel Business Briefing
12:50	Closing remarks
13:00	Networking Lunch