Argus Americas Petroleum Coke Summit

• How are the global commodity markets being affected by recent economic uncertainty and European conflict post-Covid? 
• What have we learned over the past year and what can we expect as lasting effects in terms of trade, supply, and pricing of commodities? 
• What can we expect from the global economy in 2024 for energy markets? 

• One year on from the beginning of conflict of Europe, how have sanctions on Russian crude and oil products affected the global commodity markets? 
• How are the February 2023 sanctions on Russian petroleum products affecting the petroleum coke supply chain? 
• What are the biggest learnings available to the coke and carbon industries moving forward? 

• What is the big picture outlook for global fuel-grade and anode-grade coke? 
• What are the main factors dictating the global coke markets and why are they so influential? 
• What can the market expect in terms of supply, demand, and pricing in 2024 and beyond? 

Speakers:

• Lauren Masterson, Editor - Energy Argus Petroleum Coke, Argus
• Hayden Atkins, Principal - Consulting, Argus

• How are calciners in different regions experiencing demand, are they operating at capacity?  
• How is the recent shutdown of many European steel mills dampening demand for CPC into Europe and how are calciners responding?  
• Could steel markets such as Brazil absorb previously European destined CPC? 

• What kind of recovery are we seeing from Chinese coke and carbon markets following the re-opening of the country? Are we seeing the expected economic bounce and domestic production increase in the latter half of 2023? 
• Coal is currently competitively priced with coke; how is this being reflected in Indian and Chinese coke consumption? 
• 2022 saw 15mn tonnes of anode-grade coke imported by China, including from Russia and FSU countries. How will domestic production capacity increasing in the region affect this buying pattern and where will that sanctioned coke go instead? 

• How is trade and production of coke and carbon in the Atlantic Basin being affected by environmental and regulatory drivers? 
• How are regulations such as the US’ IRA and the EU’s Green Deal Industrial Plan influencing the future of the Atlantic Basin’s fuel production and how will these affect end-user fuel choices? 
• What opportunities are there for the carbon markets to establish themselves in this region, especially before China regains full capacity? 

• Early 2023 saw an increase in aluminium prices, boosted by optimism around China. As 2023 draws to a close, how has the aluminum market compared to previous years in terms of capacity, price, and demand? 
• The last year has seen smelter closures across Europe – how long will these closures last and what is the likelihood they will re-open with the same capacity? 
• European CPC and GPC demand has eased because of smelter closures and cutbacks – how is demand and production capacity faring in the US?  

• How are cement companies across the globe choosing their fuels, and what is factoring into these decisions?
• How are the global cement markets addressing reducing their carbon footprint?
• What does the future hold for fuel choice and demand for coke from the cement industry?

Speakers:

• Erkam Kocakerim, Global CEO, Limak Cement
• Arda Aba, Purchasing Manager, Cimsa Cimento

• What are the major drivers of changes in coal trade flows, and how have they evolved over time? 
• How has coal origin switching impacted the competitiveness of coal and petroleum coke in the seaborne market? 
• What are the potential future trends and challenges for the seaborne coal and petroleum coke markets? 

• How does the battery industry utilize carbon? 
• How strong is demand for carbon from these industries and how much GPC will be diverted away from calciners and smelters as a result? 
• What is the growth rate for production and demand of EVs and LIBs how will this affect demand for carbon anodes and other battery materials such as lithium and cobalt?