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Draft agenda

Conference pre-day: Monday, 25 March 2019 

17:30 Welcome party 


Day One: Tuesday, 26 March 2019

Session I: Global bauxite, alumina and aluminium trends

Executive panel discussion 

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

• 2018: Looking back to 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? 

Morning networking break 

Global bauxite, alumina and aluminium trends 

• 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

• Development of sanction hit of Rusal on the global market 

Insights: Bauxite and alumina prices 

• Overview of price movement from last year

• Price disconnect between alumina and aluminium 

• Non-met pricing update 

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 the key takeaways? 

Networking lunch break


Session II: Regional growth developments

Giving the floor to the bauxite producers 

Format: each speaker will deliver a 15 presentation, followed by group discussion 

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? 

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 the future? 


Session III: Non-met market in the spotlight 

Panel: How has a turbulent year affected the non-met market?

• Challenges and opportunities for non-metallurgical market 

• What’s the continuous impact of Chinese environmental production cuts and green policies? 

• Rusal sanctions: What are the effects? 

Refractories and main trends  

• 2018: Good performance year, will this continue in 2019-2020? 

• How have higher prices affected the refractories?  

• How are supply issues continuing to shape the market? 

An update on caustic soda

• What are the latest caustic soda pricing trends? 

• Is the European market rebalancing? 

• What will the future hold for the caustic soda market? 

Alumina hydrates: Update on trends and issues 

• Update on supply and demand for alumina hydrate

• Understanding the trading trends and regional differences 

• What are continuous issues? 


Day Two: Wednesday, 27 March 2019

Breakfast Briefing – Focus on alumina pricing 

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

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 new ways to protect against price movements 

Assessing alumina input costs: energy and production costs 

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 progress in transforming the mine pits? 

• What are the opportunities for the future?  

Short coffee break


Session: Asian supply and demand under the microscope 

China panel: 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 overseas 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

India: Moving towards a bright future? 

• Overview of current supply and demand trends

• When to expect a new project coming online? What challenges are new projects facing? 

• Bauxite residue: What is the progress on its disposal development? 

Indonesian alumina: What is happening with the export ban and investment? 

• Update on government policy and bauxite export ban 

• How is the uncertainty around the export ban affecting domestic smelter?

• Investment: Are new refineries being built?