NEW Steel Scrap & Raw Materials Conference

November 2 - 3, 2009 , Already 140+ registered , Marriott City Center , Charlotte, NC
Monday, November 02, 2009
12:30

Registration Opens

1:25

Opening Remarks

1:30

Mill Buyer’s Perspective

We open the conference with a discussion about the challenges facing today’s mill buyers. There are hopeful signs on the horizon that demand is improving and recovery is within sight, but the battle continues to keep costs contained.

Discussion Topics Include:

• What new buying behaviors will be effective in today’s volatile market?

• How to manage inventory levels.

• Raw material cost dynamics.

H. Allen Grow C.P.M., Sourcing Manager Scrap, ArcelorMittal Steelton
Toby Powell, Purchasing Agent, Steel Dynamics, Inc.
Moderator: Raju Daswani, Managing Director, Metal Bulletin & American Metal Market
2:30

Coffee Break

3:00

Roundtable Discussion - Leading the Charge in the Next Decade… Mini-Mill or Integrated

There is a new dynamic between mini-mills and integrated mills that is changing the playing field. Mini-mills are projected to own more than 70% of the market within the next 5-10 years yet domestic blast furnaces continue to be built. Mini-mill versus integrated, or is there a hybrid that will lead the pack? Learn how raw materials availability will write the next chapter and who will thrive in the next decade.

Ladd Hall, Executive Vice President, Nucor Corporation
John Scheessele, Principal, TC Graham Associates
Moderator: Jo Isenberg-O’Loughlin, Editor, American Metal Market
3:45

Global Steel Outlook

Consumer confidence will drive the economy and ultimately steel demand. An in-depth look at which markets will recover first, strategies to improve margins, credit availability and trade issues. Learn how to prepare for recovery and what role the government plays in securing a sound economic future.

Discussion Topics Include:

• Global steel demand and capacity and the impact to the domestic mills.

• Which end markets are showing early signs of recovery?

• Which raw materials will react quickly and profitably when demand improves?

• Current trade issues, the Obama administration’s desire to protect American jobs and what it means to domestic mills and raw materials supply.

• Will China lead the charge out of the international recession as their reliance on imported steel and raw materials grows?

Mark Barrus, Global Head of Metals, KPMG
Daniel Ostergaard, Director, Institute for the Economy and the Future, Western Carolina University
Moderator: Mike Marley, Chief Correspondent Scrap, American Metal Market
5:30

Networking Reception

Tuesday, November 03, 2009
7:30

Registration and Continental Breakfast

8:30

Roundtable: An Examination of the Buyer/Seller Relationship

The last twelve months have placed extraordinary pressures on long-standing relationships. Contract performance issues, refused deliveries and impending lawsuits have created a charged atmosphere that threatens even the healthiest business relationships. Join this roundtable discussion on roles, expectations and the dynamics of maintaining a stable relationship during a downturn in the economy are addressed.

Jacob Garrett, Director of Scrap and Secondary Sales, Worthington Industries, Inc.
Andy Barker, Vice President, General Manager, CMA Recycling
Moderator: Lisa Gordon, Steel Reporter, American Metal Market
9:00

Scrap Supply & Demand

Scrap is a major substrate for steel production for both the integrated and mini mills. It is imperative to keep a high-quality steady flow of materials to the furnace from both international and domestic sources. Our panelists will look at global market demand, trade policies and legislation, and best strategies for controlling inventory levels.

Discussion Topics Include:

• Track trends of scrap prices and availability.

• Managing scrap inventory levels.

• Diminished scrap generation from the auto industry has reduced scrap levels. Will cash incentives for old vehicles be enough to stimulate the auto industry?

• How to stay ahead of the changes in the international market.

• Shifting ferrous scrap demand from Turkey to the Far East.

• Global barriers to trade in steel scrap and U.S. efforts to remove those barriers.

David J. Hodory, Director, Marketing & Communications, The David J. Joseph Company
Alan Price, Partner, Wiley Rein LLP
Greg Quinton, Vice President Ferrous Marketing, CMC Steel Group
Moderator: Bryan Berry, Correspondent, Scrap Price Bulletin
10:00

Coffee Break

10:30

Scrap Substitutes

With automakers reducing production and older cars remaining in service longer, a scrap shortage is predicted within the next ten years. Our panelists will give updates on scrap alternatives such as HBI, DRI and Pig Iron and how they impact the overall market.

Discussion Topics Include:

• Supply and demand fundamentals.

• Production outlook.

• Historical perspective and a look to the future.

Chris Barrington, Secretariat, International Pig Iron Association
John Kopfle, Director Corporate Development, Midrex
Moderator: Frank Griscom, Executive Director, Hot Briquetted Iron Association
11:15

Capitalizing on Trends in the Scrap Industry

Change is the only constant as the industry continues to reinvent itself to stay abreast of market conditions through acquisitions, technological advances and developing new markets. Our experts consider these issues in an attempt to look into the future for economic and competitive advantages.

Discussion Topics Include:

• Consolidation by cash-rich companies.

• Emerging technologies for containerized loading.

• Exporting, the bright spot on the horizon.

• Steel scrap hedging.

Rob Bakotich, Vice President Sales & Marketing, Ferrous Processing & Trading
Nathan Frankel, President, Advanced Steel Recovery
Patrick McCormick, President, World Steel Exchange Marketing
Vince Pappalardo, Managing Director, Dresner Partners, Investment Banking
Moderator: Mike Marley, Chief Correspondent Scrap, American Metal Market
12:15

Networking Lunch

After Lunch...

Continue with general session

OR

Sign-up to attend a FREE break-out seminar prepared and presented by the U.S. Commercial Service, Department of Commerce titled Export University 101 - A Seminar to Provide Your Company the Tools to compete in the Global Marketplace (limited to first 50 delegates)

1:00 - 5:30

Export University 101 - A Break-Out Seminar to Provide Your Company the Tools to compete in the Global Marketplace

Who Should Attend?

Companies that are not presently exporting and need the tools to answer the question, "Should my company export?"

Companies that are new to exporting and need the tools to begin and avoid costly mistakes.

Companies that are currently exporting but need the tools to expand overseas markets and sales.

What Will Be Taught?

- General overview of the export market

- Financial Overview

- Logistics

- Marketing

U.S. Commercial Service, Department of Commerce
Juanita Harthun, Senior International Trade Specialist, US Department of Commerce
2:00

Iron Ore

ArcelorMittal recently delayed the planned $1.5 billion Liberian iron ore mine due to falling demand as the global economic crises continues to play out. With mill capacity operating at less than 50%, iron ore deliveries are in jeopardy. Listen as our panelists discuss the availability and future of iron ore.

Discussion Topics Include:

• Falling demand for iron ore leads to delayed projects. When capacity increases how will demand for iron ore be met?

• Has China set the stage for spot pricing as a leading indicator for iron ore?

• With the end markets compressing, will demand for high quality iron ore return?

• Will joint ventures or financing develop future iron ore assets?

William Brake, Executive Vice President, Cliff Natural Resources Inc.
Dr. Joseph Poveromo, Principal, Raw Materials & Ironmaking Global Consulting
Moderator: Jo Isenberg-O'Loughlin, Editor, American Metal Market
3:00

Coffee Break

3:30

Coke & Metallurgical Coal

Our panelists examine the fickle coke and metallurgical coal market and look at trends in supply, demand and pricing. Can we trust historical data as a predictive tool or are there new methods that give better results?

Discussion Topics Include:

• Will there be more consolidation to hedge and diversify?

• Production cuts and sharply falling coking coal prices create a volatile climate. How to remain flexible and react proactively when demand improves.

• International supply and demand trends.

Kimberly H. Leppold, Senior Metals Analyst, Metal Bulletin Research
Jack Porco, President & Chief Commercial Officer, Xcoal Energy & Resources
Moderator: Bruce Routhieaux, Vice President of Sales, Carmeuse Lime & Stone
4:30

Consumables and Ferroalloys

Weak steel demand has created a ripple effect to the service industries. The ferroalloys market is stagnate as destocking continues and steel consumers halt or change buying habits. Consumables, such as electrodes and lime, are struggling with the economic downturn with lower price points and fewer deliveries. Our panel addresses strategies to maintain supply and demand balance while preserving long-standing relationships and developing new ones.

Discussion Topics Include:

• What is the long term outlook for availability of lime and electrodes?

• Sharp decline in global steel demand has driven domestic electrode production down. A strategic look at future electrode consumption.

• Lime and Limestone Fluxes – Meeting Steelmakers expectations through the recession and into the future.

• Reduced orders, lawsuits and broken contracts threaten long-standing relationships. How can producers and customers work through these difficult times and set up a win-win scenario to keep relationships intact?

David Jardini, President, C/G Electrodes LLC
Philip Johnson, Senior Vice President- Marketing and Sales, Carmeuse Lime & Stone
Moderator: Kimberly H. Leppold, Senior Metals Analyst, Metal Bulletin Research
5:30

Conference Close

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