27 February - 28 February 2020
Bangkok, Thailand

Argus Asia Ferrous Conference

Macro Ferrous: Global and regional developments impacting the ferrous supply chain

Start End
  • 08:00
  • -
  • 08:55
  • Registration and refreshments
  • 8:55
  • -
  • 09:00
  • Chairperson’s opening address and antitrust reminder Tim Hard - Senior Vice President – Metals, Argus Media
  • 09:00
  • -
  • 09:30
  • Mining for opportunities in today’s macroeconomic environment Dr. Paul Butterworth, Ph.D. - Country Manager (Singapore) and Research Manager - Steel Raw Materials, Steel Costs and Thermal Coal, CRU International
  • Global macroeconomic outlook and steel economics 
  • Short-range steel growth outlook in emerging economies 
  • China steel outlook and forecast on its continued impact on the global steel sector 
  • 09:30
  • -
  • 10:00
  • A year in steel: 2019’s volatility, and what to expect in 2020
  • A look at the ferrous market developments in 2019, and expectations for 2020 trade flows, capacities, supply and demand 
  • Mining for opportunities in growth sectors and markets, amidst slowing global economy, market volatility, and uncertain trade environment 
  • Global overcapacity and weakening demand – how would this translate for miners, millers, and traders? 
  • 10:00
  • -
  • 10:30
  • Panel Discussion: On steel and tariffs – When will the smoke clear and the dust settle? Panelists: - CRU International, Ministry of Steel (India), Thomson Reuters
  • Markets digest IMO2020 and Section 232
  • Will Europe succeed in exporting carbon tariffs?
  • Has the industry hit peak tariff?

 

Dr. Paul Butterworth, Ph.D., Country Manager (Singapore) and Research Manager - Steel Raw Materials, Steel Costs and Thermal Coal, CRU International

Dr. Ahmed Shah Firoz, Ph.D., former Chief Economist - Economic Research Unit, Ministry of Steel - Government of India

[Moderator] Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters

  • 10:30
  • -
  • 11:00
  • Morning networking break

Microscope on Demand: A look into sectors driving demand - construction, automotive, manufacturing

Start End
  • 11:00
  • -
  • 11:30
  • A look into Asia’s infrastructure growth engine Jyoti Bisbey - Lead Infrastructure Economics and Finance Officer - Macroeconomic Policy and Finance for Development Unit, United Nations
  • Growth projections for Asian markets and how sustainability will play a big role in the growth of infrastructure
  • Drivers and inhibitors to sustainable infrastructure in the region
  • What are the solutions to address challenges in infrastructure development, and what can the steel industry do?
  • 11:30
  • -
  • 12:00
  • The automotive sector's shrinking pains and grand pivot Ammar Master - Senior Manager - Asia Pacific Forecasting, LMC Automotive
  • Asia automotive sales and production statistics, and market outlook
  • Key risks and challenges for the automotive sector in 2020
  • Will electric vehicles production spur growth for Asia’s auto sector?
  • 12:10
  • -
  • 12:35
  • The automotive sector’s shrinking pains and grandpivot
  • Asia automotive sales statistics and market outlook
  • Steel tariffs’ impact on automotive production, import-export volumes, and supply chains
  • Will electric vehicles production spur growth for Asia’s auto sector?
  • 12:00
  • -
  • 12:30
  • Steel industry developments and its impact on 'Factory Asia’
  • White goods and industrial manufacturing outlook for Asia
  • Will todays China-centric tariffs stimulate domestic manufacturing and logistics infrastructure growth in other Asia economies?
  • Where will manufacturing activity shift to from China?
  • 12:30
  • -
  • 13:30
  • Networking lunch

Ferrous Products Focus: Spotlight on ferrous inputs, covering trade, supply chain and demand dynamics, and production

Start End
  • 13:30
  • -
  • 14:00
  • Coking coal: Still hot, or starting to cool down? Ted O'Brien - Vice President - Asia Pacific Operations, Xcoal Energy & Resources
  • Coking coal supply and demand drivers for 2020
  • How much will ferrous scrap usage eat into coking coal’s demand and value?
  • How far a threat is the hydrogen initiative to coking coal today?
  • 14:00
  • -
  • 14:30
  • China ferrous scrap outlook Sun Jiansheng (Jason) - General Secretary, China Association of Metal Scrap Utilization (CAMU)
  • Current and upcoming EAF installations and capacity, and China steel mills’ scrap utilisation rates
  • Projections on domestic scrap generation to support the growing scrap demand
  • China’s ban on scrap imports – is it sustainable?
  • 14:30
  • -
  • 15:00
  • Case Study: Hyundai Steel’s scrap procurement strategy Park Yee Ho (Brian) - Senior Manager – Overseas Steel Scrap Procurement Team, Hyundai Steel

As the largest ferrous scrap consumer and leading electric arc furnace mill in South Korea – the world’s 2nd largest scrap importer after Turkey – Hyundai Steel holds a key place in the region’s ferrous scrap market. As a testament to this, Hyundai’s bidding for Japanese scrap is said to be the benchmark for East Asian scrap market.

In this session, Hyundai Steel’s Overseas Scrap Procurement Team Manager shares their scrap procurement strategy and outlook for ferrous scrap, as he leads his team of 10 purchasing agents buying about US$4 billion in scrap feedstock annually across Japan, Russia, America and EU markets.

  • Market outlook on South Korea’s steel sector
  • Hyundai Steel’s Asia ferrous scrap outlook and procurement considerations
  • Developing an Artificial Intelligence-powered verification system for enhanced scrap quality assessment
  • 15:00
  • -
  • 15:30
  • Panel Discussion: Iron Ore 2.0 Panelists: - Avatar Commodities
  • Understanding iron ore trade’s structural change into a de-commoditized, grade-driven market
  • What opportunities can miners leverage on iron ore demand shifts?
  • Iron ore indexation 2.0

 

Andrew Glass, Founder, Avatar Commodities

  • 16:00
  • -
  • 16:30
  • Afternoon networking break

Ferrous Markets Focus: Market-specific presentations on key Asian ferrous markets

Start End
  • 16:55
  • -
  • 17:20
  • Japan Market Focus
  • 17:20
  • -
  • 18:00
  • Panel Discussion: ASEAN Market Focus

The Future of Ferrous: Innovations in business and mine operations towards a lower-carbon future

Start End
  • 08:30
  • -
  • 09:25
  • Networking and refreshments
  • 09:25
  • -
  • 09:30
  • Chairperson’s remarks and antitrust reminder Tim Hard - Senior Vice President – Metals, Argus Media
  • 09:30
  • -
  • 10:00
  • Forging the future of ferrous through transformative technologies Sanjeev Gupta - ASEAN Resources Market Segment Leader and Asia-Pacific Oil & Gas Leader, EY
  • Unearthing new value and efficiencies with digital innovation and business automation, from pit-to-port to people and processes
  • Utilising technology to drive the transition towards lower-carbon emissions
  • Preparing for the industry’s workforce of the future
  • 10:00
  • -
  • 10:30
  • Moving towards more environmental-friendly mine operations Eduardo de Mello Franco - Marketing Manager (Iron Ore), Vale International
  • Unearthing new value and efficiencies with digital innovation and business automation – from pit-to-port, to people and processes
  • Utilising technology to drive the transition towards lower-carbon emissions
  • Vale’s metallics initiatives: towards a more environmental-friendly business
  • 10:30
  • -
  • 11:00
  • Panel Discussion: Sustainability and Steel - Vital steps towards a lower-carbon industry Panellists: - EY, Vale (TBC)
  • How will sustainability initiatives and green steel affect demand for traditional steel inputs?
  • Maintaining a Social License to Operate in the face of increased scrutiny from governments, interest groups, end-consumers, and shareholders
  • Green Steel: will legislation bring forward technological change?

Sanjeev Gupta, ASEAN Resources Market Segment Leader and Asia-Pacific Oil & Gas Leader, EY

Eduardo de Mello Franco, Marketing Manager (Iron Ore), Vale International (TBC)

  • 11:00
  • -
  • 11:30
  • Morning networking break

Ferrous and Finance: Techniques and technology shaping ferrous commodities trading and pricing

Start End
  • 11:30
  • -
  • 11:55
  • Keynote: FinTech and ferrous
  • How fintech is improving commodities trading in times of market uncertainty
  • Why fintech is different from the conventional finance approach
  • Enabling better decision-making through data-driven insights via fintech platforms
  • 11:55
  • -
  • 12:20
  • Bulks and blockchain – Moving towards paperless trade
  • Digitalising a centuries-old, paper and process-heavy, $16 trillion global business with distributed ledger technology
  • Addressing challenges in DLT adoption, disaggregation, and speed-to-market
  • Data over documents: where do current compliance and regulations stand on the admissibility of paperless trade?

Ferrous Markets Focus: Presentations on Ferrous Futures and Key Markets

Start End
  • 11:30
  • -
  • 12:00
  • Blue oceans for futures markets Edric Koh - Head of Corporate Sales for Asia, London Metal Exchange
  • Increasing importance of Futures for hedging and risk management considering supply and demand volatility and uncertainty in ferrous markets
  • Methodology for ferrous futures to augment your purchasing strategy
  • Scrap futures to complement the growing demand for ferrous scrap feedstock
  • 12:00
  • -
  • 12:30
  • Turning the tide for India’s steel mills Dr. Ahmed Shah Firoz, Ph.D. - former Chief Economist - Economic Research Unit, Ministry of Steel - Government of India
  • Possible solutions to the financing catch-22 of striving Indian steel mills
  • Implications and potential scenarios post-lease expiry of India’s iron ore mines
  • Will India’s steel exports pick up in view of deepening domestic economic slowdown?
  • 12:30
  • -
  • 13:00
  • Panel Discussion: The Elephant in the room - China’s current steel regime and its impact to global markets Panellists: - CAMU
  • China’s steel sector consolidation – near and long-term effects on global inputs, steel pricing, supply & demand patterns
  • Will stimulus spending and tax breaks be enough to revive steel-intensive sectors?
  • Is China heading towards a ‘scrappage era’?

 Sun Jiansheng (Jason), Secretary General, China Association of Metal Scrap Utilization (CAMU)

  • 13:00
  • -
  • 13:00
  • Chairperson’s closing remarks Tim Hard - Senior Vice President – Metals, Argus Media
  • 13:00
  • -
  • 14:30
  • Networking lunch | End of Argus Asia Ferrous 2020 Conference