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Agenda Overview

Pre-Conference Day: Monday, March 25, 2019

5:30PM Welcome drinks party

You are invited to our welcome drinks party. Come and enjoy free champagne, great food and catch up with old and new friends. 

Day One: Tuesday, March 26, 2019

7:30AM Registration desk opens
8:45AM Opening remarks

Session I: Global bauxite, alumina and aluminium trends

9:00AM Executive panel discussion

Format: traditional panel discussion, no presentations, moderator facilitated discussion

  • 2018: Looking back on a year of supply disruptions
  • Macroeconomic trends: what are the implications for aluminium demand growth?
  • Environmental regulations: how has it changed the bauxite and alumina landscape?
  • Trade policy and sanctions: where does it trigger uncertainty?
  • How will the reduced Chinese growth continue to influence the market?
  • Sustainability: end-users and their demands on mining of bauxite
  • How does the alumina and aluminium supply chain continuing its quest towards lowering its carbon footprint, leading to green aluminium?
Moderator: Ron Knapp, Secretary General, International Aluminium Institute
Parris A Lyew Ayee, Former Executive Director, Jamaica Bauxite Institute
John Thuestad, Vice President Bauxite and Alumina, Norsk Hydro Brasil
10:00AM Morning networking break
10:30AM Global bauxite, alumina and aluminium trends
  • A closer look at the fundamentals of the supply chain
  • Upstream dynamics and update on global aluminium market
  • Impact of Chinese demand on bauxite and alumina prices
  • How have the sanction on Rusal hit the global market?
10:50AM Executive interview: What lessons were learned?

An open conversation with Hydro about its Alunorte alumina refinery

  • What went wrong?
  • How to mitigate the risks of the incident for the future?
  • What are key takeaways?
Andrea Hotter, Special Correspondent, Fastmarkets
John Thuestad, Vice President Bauxite and Alumina, Norsk Hydro Brasil
11:15AM Update on Brazilian B&A industry
  • A competitive analysis: strategic roadmap of Brazilian B&A industry
  • New government: new challenges?
11:35AM Insights: Bauxite and alumina prices
  • An overview of price movement from last year
  • Price disconnect between alumina and aluminium
  • How have Rusal and Hydro’s alumina reductions affected the prices?
  • Non-met pricing update: refractory grade bauxite, BFA and WFA
Alice Mason, Fastmarkets
Davide Ghilotti, Industrial Minerals Editor, Europe, Fastmarkets

Session II: Regional growth developments

12:00PM Giving the floor to the bauxite producers

Format: group discussion with insights from Europe, Jamaica, Guinea, and Australia

Australia: an update on domestic production and future capacity

Guinea: what is in the pipeline for the key projects in development?

Jamaica: what are the new opportunities on the horizon for its bauxite and alumina industry?

Europe: latest developments and future opportunities 

  • Continuous Chinese bauxite tightness: what are the effects for global bauxite miners?
  • How is Chinese demand affecting prices?
  • Quality: what are the conditions of the global bauxite reserves?
  • Responsible sourcing: how are end-users influencing the bauxite miners? 

More speakers to be announced soon

Moderator: Andrea Hotter, Special Correspondent, Fastmarkets
Christopher Mexas, Commercial Director, MYTILINEOS HOLDINGS SA
Duncan Hobbs, Research Director, Concord Resources Limited
1:00PM Networking lunch break
2:00PM Mining opportunities in Guinea
Abdoulaye Magassouba, Minister of Mines and Geology, Ministry of Mines and Geology, Republic of Guinea
2:20PM EGA to present - detail to follow soon

Speaker to be announced soon

3:00PM Shipping and logistics trends and future changes
  • Bauxite trade outlook: what are the trade flows and movements?
  • What are current and future freight rates?
  • How has China’s buying patterns changed since last year?
  • What to expect for future freight developments?
3:20PM Networking break
3:45PM An update on caustic soda
  • What are the latest caustic soda pricing trends?
  • Is the European market rebalancing?
  • What will the future hold for caustic soda market?
Catherine Webster, Senior Analyst, IHS GLOBAL INC.

Session III: Non-met market in the spotlight

4:15PM Non-metallurgical bauxite applications and markets

Paper in collaboration with Kerry Satterthwaite, Roskill 

Ted Dickson, Consultant, Tak Industrial Mineral Consultancy
4:35PM Panel: How has a turbulent year affected the non-met market?
  • Current challenges for non-metallurgical markets: China and beyond
  • China’s environmental policy: where are we and what can we expect in 2019 and beyond?
  • Rusal sanctions: leftover effects for non-met alumina markets?
  • Calcined alumina: another year of tightness?
Moderator: Davide Ghilotti, Industrial Minerals Editor, Europe, Fastmarkets
Fernando Lopez, President & CEO, Arciresa - Arcillas Refractarias SA
Lee Bray, Aluminum Commodity Specialist, US Geological Survey (USGS)
Catherine Webster, Senior Analyst, IHS GLOBAL INC.
5:15PM Panel: Refractories and main trends
  • 2018: good performance year, will the success of 2018 continue into 2019-2020?
  • How have higher mineral prices affected refractories makers? How is downstream demand perceived?
  • How are supply issues for raw materials continuing to shape the market?
  • End user perspectives: how are steelmakers coming to terms with more expensive and scarcer refractory raw materials?
  • Main raw materials under the spotlight in 2019
Moderator: Davide Ghilotti, Industrial Minerals Editor, Europe, Fastmarkets
Ted Dickson, Consultant, Tak Industrial Mineral Consultancy
Fernando Lopez, President & CEO, Arciresa - Arcillas Refractarias SA
6:00PM End of day one

Day Two: Wednesday, March 27, 2019

8:15AM Registration desk opens
9:00AM Breakfast Briefing – Focus on alumina pricing

Fastmarkets will present on the Alumina Index and their strategy to support the alumina market

 

9:30AM Pricing panel
  • Looking back and forward: what are the current alumina market and pricing trends?
  • What is the future of pricing indices?
  • Details on exchange Alumina contract
  • Considering premiums as news ways to protect against price movements

Speakers to be announced soon

Moderator: Alice Mason, Fastmarkets
Duncan Hobbs, Research Director, Concord Resources Limited
10:15AM Analysing pricing and input costs
  • Alumina input costs: bauxite, freight, energy and caustic soda
  • How are smelter margins crushed by rising alumina cost?
  • Analysing the cost-price relationship: alumina price capped by aluminium price's downward spiral
Ami Shivkar, Senior Analyst - Aluminium Markets, Wood Mackenzie
10:35AM Morning coffee break
11:00AM Sustainable managing of red mud disposal sites
  • What remain key sustainability challenges for mined-out bauxite lands?
  • How to work together with the local community to continue transforming the mine pits?
  • What are the opportunities for the future? 
Parris A Lyew Ayee, Former Executive Director, Jamaica Bauxite Institute
Shanti Persaud-Levy, Senior Environmental Officer, Jamaica Bauxite Institute

Session IV: Asian supply and demand under the microscope

11:30AM China: production, demand, environmental regulations
  • How do environmental regulations continue to affect the domestic bauxite reserves?
  • What to expect for supply side reforms going forward to 2020?
  • What is China’s bauxite reserve capacity and its quality?
  • China’s alumina supply and consumption patterns?
  • How are China’s refineries and smelters coping with environmental restrictions?

Speaker to be announced soon

12:00PM China’s oversea investment of Al assets
  • What are Chinese strategies for overseas Al assets investment?
  • Bauxite production outlook for Chinese overseas bauxite mines
  • How Guinea’s bauxite output may reshape the global seaborne market
  • Assessing China’s policy evolution and supply-side reform
Sunny Huang, Aluminium Analyst, BGRIMM Lilan Consulting
12:30PM India: Moving towards a bright future?
  • Overview of current supply and demand trends
  • When to expect new project coming online? What challenges are new projects facing?
  • Bauxite residue: what is the progress on its disposal development?#

Speaker to be confirmed

1:00PM End of conference