15th Annual Mexican Steel Forum

PRELIMINARY AGENDA

Registration Opens

PRE-CONFERENCE WORKSHOP: The Nuts and Bolts of the Mexican Steel Market: A Beginners’ Guide

Attend this introductory level workshop to get to grips with the basics of the Mexican steel industry. This session provides an ideal toolkit for new market entrants.

In an interactive setting, the topics covered will include:

• The size of the Mexican steel market – product demand by sector such as auto, equipment/appliances, construction/infrastructure

• Key players across the value chain

• Supply and demand dynamics

• Economic and political context

• Potential pitfalls to overcome when entering the Mexican market

• Q&A session

Reception Transportation Pick-Up

Chartered busses will be stationed outside of the Camino Real Hotel. Delegates can begin boarding at 5:00 PM. The charted busses will bring all delegates back to the Camino Real Hotel after the reception.

WELCOME RECEPTION hosted at the MUSEO DEL ACERO

Registration, Exhibits & Continental Breakfast Open

Opening Remarks

MORNING KEYNOTE ADDRESS

MARKET REVIEW & FORECAST FOR 2010

Industry experts will identify recent and future market trends for Mexican steel, within a national, regional and global context.

Panelists will share insights on:

REVIEW OF 2009

- Pricing

- Production and product demand

- Trade volumes

- Downsizing and consolidation

RECENT TRENDS

- The migration of U.S. steel plants to Mexico

OUTLOOK FOR 2010

- Are we out of the woods?

- Prospects for short, medium and long term recovery

GROWTH PROJECTS

-Flat-rolled products

-Long products

-Scrap and raw materials

HIGHLIGHT PRESENTATION

Why Mexico is the Future - Positioning for Success

Coffee Break

HIGHLIGHT PRESENTATION:

PERSPECTIVES FROM STEEL PRODUCERS & DISTRIBUTORS: Maintaining a Competitive Edge in Challenging Times

Hear from a selection of steel mills and distributors on current experiences in the Mexican market, and how they are preparing for 2010 and beyond.

Panelists will share insights on:

• Product demand - comparing different market sectors

• Capacity utilization

• Cost reduction strategies

• Inventory management

• Challenges in transportation and logistics

• Meeting the needs of end-users

LUNCHEON ADDRESS

AFTERNOON KEYNOTE ADDRESS

PERSPECTIVES FROM END-USERS : How Have Mexican Automotive Suppliers and Appliance Manufacturers Weathered the Storm?

What opportunities and challenges are being encountered by end-users of Mexican steel, how might these play out in the future, and what are the implications for other industry participants?

Panelists will share insights on:

• Automotive suppliers/stamping plants

• Appliance and heavy equipment manufacturers

Coffee Break

NAFTA & TRADE PANEL: Implications for Mexican Steel in the Context of Global Trade Developments

Reviewing the current climate in international trade and what this means for the Mexican steel industry’s importers and exporters.

Panelists will share insights on:

• NAFTA-related issues impacting the buying, selling and transportation of steel products to and from Mexico

• Recent steel trade cases and what these mean for Mexican steel producing and consuming industries

• The rise of protectionism: ‘Buy America’, trucks and NAFTA

• Outside NAFTA: The role of China and implications for Mexican steel exports and imports

Closing Remarks