Nd Annual Steel Raw Materials Europe

Platts SBB 2nd Annual Steel Raw Materials Europe

Thursday 27 ? Friday 28 September 2012, Hilton Hotel, Amsterdam

The changing political landscape in Europe has created more economic uncertainty, resulting in subdued demand for steel and blast furnace closures. This has seen raw materials diverted into Asian markets but has not deterred European iron ore and metallurgical coal projects from forging ahead.

Meanwhile, the world is watching China's economy closely to see if the Middle Kingdom will continue its role as the major destination for global commodities. Steel production in China has rebounded in 2012 after slowing the previous year but most end-user markets remain weak and there is no sign from Beijing of further stimulus measures.

Raw materials pricing continues its rapid evolution with the move to ever-shorter contract terms and the establishment of China's new iron ore trading platform.

On the supply side, an avalanche of new iron ore supply is due to hit seaborne markets over the next 3-5 years, from traditional suppliers in Australia and Brazil, as well as from emerging producers in Africa, Mongolia, Indonesia and elsewhere.

What will this mean for long-term raw materials prices and pricing mechanisms? What is the role for European steel making raw materials producers? Can China continue to prop up the demand side? How realistic is it that projects will meet their timelines and how are they being financed?

This year's conference will feature presentations by leading players in iron ore, metallurgical coal, coke, alloys and scrap including:

Ugur Dalbeler, CEO, Colakoglu Turkey Jeroen Vermeij, Director Market Analysis & Economic Studies, EUROFER Arvind Agrawal, Head of Corporate Communications, Earthstone Ian Roper, Global Commodity Strategist, CLSA Jeffrey Kabel, Executive Director for Global Ferrous Products, JP Morgan Kenneth Ng, Vice President Commodities, Singapore Exchange Anton L?f, Senior Iron Ore Analyst, Raw Materials Group Christer Lindquist, CEO, Nordic Iron Ore AB Paul Marsden, Technical Sales and Marketing Director, Nordic Iron Ore AB Robert Hunter, Director, Marketing and Application of Iron Products, Midrex Technologies John D'ancona, Director of Research, Braemar Seascope Gilles Calis, Managing Director, SteelConsult International Laura Brooks, Senior Consultant, Steel Raw Materials, CRU Group Senior Representative, The European Commission Jan Vestlund, Sales and Marketing Director, Dannemora Mineral AB Kevin Fowkes, Managing Consultant, AlloyConsult Steven Randall, Managing Director, The Steel Index (TSI) Tim Hard, Director for Steel and Scrap, The Steel Index (TSI) Roger Emmott, Managing Director, Roger Emmott Associates Limited Paul Bartholomew, Managing Editor, Platts/SBB Hector Forster, Editor, Markets, Platts SBB

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Day one: Thursday 27th September Registration and continental breakfast Chairman's opening remarks and welcome Paul Bartholomew, Managing Editor, Platts/SBB Keynote address: Macroeconomic outlook for steel making raw materials

When will EU economies recover and will we continue to see recovery in the US? China to remain the wildcard? Implications for EU and global steel market Securing and improving access to raw materials for European producers

Jeroen Vermeij, Director Market Analysis & Economic Studies, EUROFER

Earthstone: Iron ore fast track development in West Africa Arvind Agrawal, Head of Corporate Communications, Earthstone

China and other key suppliers Industrial growth in China, its impact on global raw material demand, supply and price

Chinese short and long term demand forecast Is china likely to become increasingly self sufficient over time or will they continue to

import large volumes of iron ore? Understanding the implications for Europe Gilles Calis, Managing Director, SteelConsult International The Australian iron ore and coking coal markets

Are current projects meeting their targets? Predicting what the change in government may mean for the sector Assessing the impacts of the mining profits and carbon tax Paul Bartholomew, Managing Editor, Platts/SBB Networking and refreshment break

Dry bulk shipping The outlook for the dry bulk freight market

How long is overcapacity likely to remain a problem? When will we see market recovery and what needs to happen for this to take place? What new supply locations are likely to come to prominence and how will this affect

prices? John D'ancona, Director of Research, Braemar Seascope

Iron ore The current state of the global iron ore industry

Global iron ore supply projections Are we likely to see an oversupply of iron as a result of new projects and expansion

ore in the years ahead? An overview of global freight markets Anton L?f, Senior Iron Ore Analyst, Raw Materials Group The evolution of Iron ore pricing Spot market vs. an annual benchmark Are longer term contracts still relevant or desirable? Is future price volatility inevitable? Ian Roper, Global Commodity Strategist, CLSA Iron Ore Pricing: Changing the Ferrous Landscape Latest developments in physical market pricing: mechanisms and trends Use of indices today in the physical and financial markets Emergence of trading platforms ? is this the future for iron ore? Growth in the use of price risk management tools: swaps and options What's next? Pricing solutions for the 21st century Implications for miners, traders and steel mills worldwide Steven Randall, Managing Director, The Steel Index (TSI) Networking lunch

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Metallurgical coal and coke

Metallurgical coal and coke: Emerging regions and longer term demand When will emerging supply sources start to impact on seaborne markets? Potential long term markets

Laura Brooks, Senior Consultant, Steel Raw Materials, CRU Group

Coking coal and Coke spot market update Latest trends and pricing in the spot market How coal quality affects value. Platts normalization techniques

Hector Forster, Editor, Markets, Platts SBB

Manganese and alloys

The short and long term outlook for manganese What drives manganese consumption in steel? Will steel continue to become more manganese-intensive? How will trends in Chinese and western steelmaking affect future manganese demand? What is the future for manganese alloy production in China and elsewhere? Will new projects in South Africa eventually cause a big over-supply in the manganese ore market? What will happen to prices and production costs?

Kevin Fowkes, Managing Consultant, AlloyConsult

Networking and refreshment break

Furnace economics

Effectively managing steel price risk The paper steel mill: Using raw material derivatives to manage risk Assessing the pros and cons of various approaches to managing price risk in the steel industry An over view of the various financial tools available to industry participants

Jeffrey Kabel, Executive Director for Global Ferrous Products, JP Morgan

Closing panel: The outlook for steel making raw material markets in Europe Chaired by Paul Bartholomew, Managing Editor, Platts/SBB

Gilles Calis, Managing Director, SteelConsult International Anton L?f, Senior Iron Ore Analyst, Raw Materials Group Ian Roper, Global Commodity Strategist, CLSA Jeffrey Kabel, Executive Director for Global Ferrous Products, JP Morgan Roger Emmott, Managing Director, Roger Emmott Associates Limited

End of day one and networking reception

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09:50

10:15

Day two: Friday 28th September Registration and continental breakfast Chairman's opening remarks Paul Bartholomew, Managing Editor, Platts/SBB An overview of the international iron swaps market

Recent developments and growth forecast The mechanics of clearing Kenneth Ng, Vice President Commodities, Singapore Exchange

The resurgence of the European mining sector Supporting the resurgence of the European mining industry

In what way is the EU supporting new mines in Europe? Realising the goal of greater self sufficiency Assessing the level of impact will this have on iron ore availability and price? Senior Representative, The European Commission Dannemora ? The reopening of an iron ore mine in Europe

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Dannemora's background The project: Market, feasability and financing The investments made in respect of the mine, benefication and logistics Production forecast: Present situation and further developments

Jan Vestlund, Sales and Marketing Director, Dannemora Mineral AB

European Brownfield mine case study The economic benefits of investing in Brownfield sites The increasing attractiveness of mine development in Europe

Christer Lindquist, CEO, Nordic Iron Ore AB Paul Marsden, Technical Sales and Marketing Director, Nordic Iron Ore AB

Networking and refreshment break

Scrap markets

The continuing dominance of the Turkish ferrous scrap market

The increasing appetite for local scrap and implications for traders and producers

elsewhere

Turkish scarp consumption figures

Future pricing predictions

Ugur Dalbeler, CEO, Colakoglu Turkey

The future for the DR industry Will we see continued growth in the coming decades? Understanding the impact of new fuel sources for the sector: Shale gas, coal bed

methane and Syngas What CO2 savings will the use of these fuels create?

Robert Hunter, Director, Marketing and Application of Iron Products, Midrex Technologies

Scrap at a crossroads Scrap market internationalisation: Have obsolete recovery rates peaked? Ripple effect ? Turkish scrap indices in European scrap supply contracts. Precedents in iron ore and steel, but will derivative use take-off in scrap? Writing on the wall for `pack-purchasing' behaviour?

Tim Hard, Director for Steel and Scrap, The Steel Index (TSI)

Close of conference

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