Argus Global Coke & Carbon Conference

Welcome to the 14th Argus Global Coke and Carbon Conference, join your peers for our welcome drinks reception!

This event will take place in the Library Lounge on the lobby level of the venue.

• 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? 

• 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

The Alouette primary aluminum smelter is the largest in the Americas, with an annual production of 630,000MT of aluminum. In this collaborative study, a detailed product carbon footprint analysis was undertaken by Rain Carbon using a large body of primary emissions data to provide a complete cradle-to-gate analysis of the smelter’s emissions.

• Hear from Rain Carbon about their first of its kind study into quantifying the emissions of their Alouette primary smelter
• Gain a data-driven understanding of what sustainability and decarbonising really looks like in the aluminum industry
• Learn how to date, Alouette produces some of the lowest carbon aluminum in the world, and what more can be done.

• 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?  
• How does the battery industry utilize carbon and how strong is demand for carbon from these industries? How much GPC will be diverted away from calciners and smelters as a result?  
• 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?  

Speaker:

• Yao Zhao, Managing Director, Vantage Point Group Holding

Moderator:

• Lauren Masterson, Editor - Energy Argus Petroleum Coke, Argus

• 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?  

Speakers include:

• Robert Dickie, Independent Carbon Consultant

• Learn more about what a freight calculation really looks like in the petroleum coke industry, and discover how changes in weather or fuel costs can have significant impacts on $/pt of cargo 
• What effects is the current uncertainty over the future of the marine fuel matrix having on freight costs?  
• What future regulations are we expecting from the International Maritime Organisation (IMO) and other regional bodies? 

Speakers:

• Kelle Horn, Chartering Broker, Pacific Rim Shipbrokers 

Moderator:

• Ross Griffith, Reporter, Argus

• 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
• Pedro Galvao, Executive Director, SECIL

• 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?