27 February - 28 February 2020
Bangkok, Thailand

Argus Asia Ferrous Conference

Global and regional developments impacting the ferrous supply chain

Start End
  • 08:00
  • -
  • 09:00
  • Registration and refreshments
  • 09:00
  • -
  • 09:10
  • Chairperson’s opening address and antitrust reminder Tim Hard - Senior Vice President – Metals, Argus Media
  • 09:10
  • -
  • 09:40
  • Mining for opportunities in today’s macroeconomic environment
  • 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 
  • 09:40
  • -
  • 10:10
  • A year in steel: 2019’s volatility, and what to expect in 2020 Serafino Capoferri - Commodity Strategist, Macquarie Group
  • 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? 
  • 10:10
  • -
  • 10:50
  • Panel Discussion: On steel and tariffs – When will the smoke clear and the dust settle?
  • Markets digest IMO2020 and Section 232
  • Will Europe succeed in exporting carbon tariffs?
  • Has the industry hit peak tariff?
  • 10:50
  • -
  • 11:20
  • Morning networking break

A look into sectors driving demand: Construction, automotive, manufacturing

Start End
  • 11:20
  • -
  • 11:45
  • A look into Asia’s infrastructure growth engine
  • Key infrastructure markets outlook: China, Japan, India, Singapore
  • Funding flows from government stimulus and Public-Private Partnerships fuelling infrastructure growth
  • Emerging Asian economies with biggest infrastructure growth potential

  • 11:45
  • -
  • 12:10
  • Commercial construction: Long-term engine stuttering?
  • Residential properties – will residential construction over-investment still spill over into the next decade?
  • Retail property development pipeline health, considering disruptions in traditional retail business models
  • Will tourism and hospitality developments help buoy the region’s commercial construction growth?
  • 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?
  • 12:35
  • -
  • 13:00
  • Steel industry developments and its impact on 'the Factory of the World’
  • 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?
  • 13:00
  • -
  • 14:30
  • Networking lunch

Spotlight on ferrous inputs, covering trade, supply chain and demand dynamics, and production

Start End
  • 14:30
  • -
  • 15:00
  • 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?
  • 15:00
  • -
  • 15:30
  • Hyundai Steel’s scrap procurement strategy Park Yee Ho (Brian) - Manager – Overseas 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.

  • Hyundai Steel’s Asia ferrous scrap outlook and procurement considerations
  • Developing an Artificial Intelligence-powered verification system for enhanced scrap quality assessment
  • 15:30
  • -
  • 16:10
  • Panel Discussion: Iron Ore 2.0 Argus, Anglo American
  • 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

Panelists:

  • Siddarth (Sid) Aggarwal, Manager – Market Analysis (Iron Ore & Ferrous Trading), Anglo American
  • 16:10
  • -
  • 16:40
  • Afternoon networking break

Market-specific presentations on key Asian ferrous markets

Start End
  • 16:40
  • -
  • 17:05
  • South Korea
  • 17:05
  • -
  • 17:30
  • Japan
  • 17:30
  • -
  • 18:00
  • Panel Discussion on ASEAN markets
  • 18:00
  • -
  • 18:10
  • Chairperson’s closing remarks Tim Hard - Senior Vice President – Metals, Argus Media
  • 18:10
  • -
  • 20:00
  • Argus Asia Ferrous 2020 Cocktail Reception

Innovations in plant and mine operations and steel production, fabrication, and logistics

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
  • 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
  • -
  • 10:20
  • Keynote: Moving towards smart mine operations
  • Leveraging on automation cost savings and operational efficiencies to offset the increasing upkeep of generational mines
  • What technologies yield the most value and returns when applied to mining operations?
  • 10:20
  • -
  • 11:00
  • Panel Discussion: Sustainability and steel - Vital steps towards a lower-carbon industry
  • 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?
  • 11:00
  • -
  • 11:30
  • Morning networking break

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?
  • 12:20
  • -
  • 12:45
  • Blue oceans for futures markets
  • 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
  • 12:45
  • -
  • 14:00
  • Networking lunch

Market-specific presentations on key Asian and global ferrous markets

Start End
  • 14:00
  • -
  • 14:25
  • Americas
  • 14:25
  • -
  • 14:50
  • MENAT
  • 14:50
  • -
  • 15:15
  • India
  • 15:15
  • -
  • 15:55
  • Panel Discussion: The Elephant in the room - China’s current steel regime and its impact to global markets
  • 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’?
  • 15:55
  • -
  • 16:00
  • Chairperson’s closing remarks Tim Hard - Senior Vice President – Metals, Argus Media