TuesdaySep 10
WednesdaySep 11
ThursdaySep 12
Time in PT
Time
Event
What
Who
10:30 – 17:00
Registration
11:00 – 12:30
Workshop 1: Technical Topic from Mine to Mill
12:30 – 13:00
Coffee Break
13:00 – 15:00
Workshop 2: ASI’s GHG Emissions Pathway Method
Chris Bayliss
Chris Bayliss

Chris Bayliss

Decarbonisation Adviser

Aluminium Stewardship Initiative (ASI)

15:00 – 16:00
Roundtable 1: CBAM and Navigating Regulatory Challenges in the Aluminium Industry

The roundtable discussion will delve into the divergent approaches of the EU and USA towards green initiatives, particularly focusing on the Carbon Border Adjustment Mechanism (CBAM) and its global trade implications. The discussion will examine the impact of CBAM on import/export dynamics with major economies like China, India, and Australia, considering its consistency with international trade agreements and the challenges faced by importers and exporters due to imprecise rules. The conversation will also explore the need for a cohesive global carbon trading system to address environmental concerns on a broader scale.

Emanuele Manigrassi
Emanuele Manigrassi

Emanuele Manigrassi

Director – Climate & Energy

European Aluminium

15:00 – 16:00
Roundtable 2: Technology Updates Around Inert Anodes and the Reduction of Direct CO2 Emissions

This roundtable discussion will focus on the latest advancements in inert anode technology and its role in reducing direct CO2 emissions in the aluminium industry. The discussion will touch upon updates on the development and implementation of inert anodes, exploring their potential to revolutionise smelting processes and enhance environmental sustainability. Participants will engage in discussions on the challenges, opportunities, and future prospects of this innovative technology, aiming to accelerate its adoption for a greener aluminium production.

16:00 – 17:00
Women in Aluminium Networking Meze and Drinks

Celebrate women, diversity, and inclusion; whether you’re a woman or just want to show your support for women in the sector. Attendees will have the chance to network with women trailblazers in the industry as they share their journey, insights and experiences with each other. Places are limited and on a first come first serve basis. Please RSVP to conferences@fastmarkets.com.

17:00 – 19:00
Welcome Reception
08:30 – 08:40
Welcome Remarks
James McKeigue
James McKeigue

James McKeigue

Editor Base Metals Europe

Fastmarkets

08:40 – 09:00
Opening Keynote
09:00 – 09:15
Spotlight Presentation: Maximizing Circularity: The Role of Recycled Aluminium in a Circular Economy

Discover how recycled aluminium, with its energy-efficient production and high recyclability, plays a critical role in supporting transitions to a circular economy. Explore the global landscape of aluminium recycling, including the ratio of pre-consumer to post-consumer scrap, and learn about the principles and conditions for maximizing circularity, from efficient scrap collection and sorting systems to product design considerations for extended product life cycles. Join us to delve into the significance of recycled aluminium in achieving sustainable resource efficiencies and driving circular economy outcomes.

Chris Bayliss
Chris Bayliss

Chris Bayliss

Decarbonisation Adviser

Aluminium Stewardship Initiative (ASI)

09:15 – 10:00
CEO Panel: Industry insights from Aluminium Primary Producers

Join us for an insightful CEO Panel featuring leaders from Aluminium Primary Producers, as they discuss the current challenges and future prospects of the industry. Delve into geopolitical tensions, supply-side dynamics, and strategic metal sourcing amidst rising smelter costs. Explore the transition to secondary production, demand for value-added products, and the impact of sustainability initiatives like the EU’s CBAM. Gain valuable insights on carbon emissions reduction, supply chain sustainability, and the evolving landscape of renewable energy integration in aluminium production. Don’t miss this opportunity to hear firsthand perspectives on the future of the aluminium market.

Andrea Hotter
Andrea Hotter

Andrea Hotter

Special Correspondent

Fastmarkets

10:00 – 10:20
Session: Global Macroeconomic Outlook

Delve into an in-depth analysis of key economic indicators, including GDP growth, inflation rates, and currency fluctuations, and their implications for the aluminium market. Gain valuable perspectives on global economic trends, trade dynamics, and geopolitical developments that are shaping the future of the industry. 

10:20 – 11:00
Morning Networking Break
11:00 – 11:45
Panel: Market Trends, Challenges, and Economic Outlook for the Aluminium Sector

In this panel discussion, industry experts will delve into the multifaceted landscape of the aluminium market, examining recent trends and economic indicators shaping the sector’s outlook. Key topics of discussion will include the impact of geopolitical events such as the Russian metals reduction in the EU, alongside broader economic factors like interest rate fluctuations and election year uncertainties across various economies. The panellists will explore the implications of demand downturns in Europe and emerging recovery signs in regions like Southern Europe’s extrusion industry, providing insights into the market dynamics influencing aluminium consumption. Additionally, the conversation will address critical questions surrounding the transition to green energy and its impact on aluminium demand, as well as the evolving role of renewables amidst geopolitical tensions and economic uncertainties. Through a comprehensive analysis of market drivers and geopolitical influences, the panel aims to offer strategic perspectives on navigating the current challenges and opportunities in the aluminium sector.

Marc Ostwald
Ewa Manthey
Nicholas Snowdon
David Wilson
Duncan Hobbs
Marc Ostwald

Marc Ostwald

Chief Economist & Global Strategist

ADM Investor Services International

Ewa Manthey

Ewa Manthey

Commodities Strategist

ING

Nicholas Snowdon

Nicholas Snowdon

Metals Strategist

Goldman Sachs

David Wilson

David Wilson

Metals Strategy,

BNP Paribas

Duncan Hobbs

Duncan Hobbs

Research Director

Concord Resources

11:45 – 12:05
Session: Spotlight on China

This session will provide a focused examination of China’s pivotal role in shaping the global aluminium landscape and its interconnectedness with renewable energy initiatives worldwide. Attendees will gain insights into China’s efforts to regulate its primary aluminium production, including updates on operational capacity caps and their implications for international supply dynamics. Moreover, the session will delve into China’s evolving economic recovery and property market trends, shedding light on the country’s strategic moves to enhance its recycling sector and reduce reliance on primary aluminium. With a spotlight on China’s influence on renewable energy adoption and competitive pricing in sectors like manufacturing and electric vehicles, attendees will gain valuable perspectives from industry experts closely engaged with China’s government policies and market dynamics.

12:05 – 12:35
Discussion on the Price Outlook, Product Premiums, and Scrap Units

Engage in a comprehensive discussion exploring the nuanced dynamics of pricing outlooks, product premiums, and scrap units in the aluminium market. Delve into the impact of Russian metal sanctions and the implications for LME treatment, alongside strategies for navigating energy costs and hedging challenges in the secondary aluminium sector. Gain insights into the future trajectory of Russian metal influx into LME warehouses and the broader implications for market dynamics and pricing structures.

Uday Patel
Uday Patel

Uday Patel

Senior Research Manager, Global Aluminium Markets

Wood Mackenzie

12:30 – 14:00
Networking Lunch
13:00 – 14:00
Lunch Topic Table 1: Demonstrating the Superiority of Aluminium in Key Applications
13:00 – 14:00
Lunch Topic Table 2: Closed Loop Recycling, Metrics and Policies Around Recycled Content
Lluís Pitarch Casas
Lluís Pitarch Casas

Lluís Pitarch Casas

Public Affairs & Sustainability Manager Southern Europe

Ball Corporation

13:00 – 14:00
Lunch Topic Table 3: Renewable Energy, Grid Capacity and Aluminium Availability
14:00 – 14:45
Panel: Supply Chain Navigation in Geopolitical Climate

From the implications of the Suez Canal blockage to the ramifications of Russia sanctions, panellists will explore strategies to address logistical hurdles, optimize freight routes, and mitigate the impact on warehousing operations. Gain valuable insights into the evolving dynamics of global logistics, freight, and warehousing, and discover innovative approaches to maintain supply chain resilience amidst geopolitical uncertainties.

14:45 – 15:30
Panel: Raw Materials: Bauxite & Alumina

Discover the intricate landscape of bauxite and alumina markets with industry leaders as they delve into pressing issues and emerging trends. From Guinea’s strategic shift towards encouraging alumina production to Saudi Arabia’s initiatives in bauxite mining, panellists will analyse the impact of geopolitical disruptions and supply chain challenges on raw material availability and pricing dynamics. Gain valuable insights into efforts to decarbonize alumina refining processes, navigate supply disruptions, and address environmental concerns, offering a comprehensive understanding of the outlook for bauxite and alumina industries.

15:30 – 16:00
Afternoon Break
16:10 – 16:30
Session: Trade Policy in Transition: Aluminium Market Amidst US Elections

This session aims to provide comprehensive insights into the intricate landscape of trade policies, including AD/CV duties, Section 232 investigations, and Section 301 tariffs, against the backdrop of the upcoming US presidential elections. Attendees will benefit from expert analysis and strategic assessments, gaining clarity on the current state and potential evolution of these policies and their implications for the aluminium market. Discussions will encompass the effectiveness of tariffs, legal considerations surrounding downstream applications, and the potential outcomes of the US elections on trade policy trajectories. Additionally, participants will explore strategies to navigate regulatory uncertainties and anticipate shifts in global trade relationships, empowering them to make informed decisions amidst political transitions and regulatory changes.

Timothy Brightbill
Timothy Brightbill

Timothy Brightbill

Partner

Wiley Rein LLP

16:30 – 16:50
Session: Mobilising the Investment Needed to Decarbonise at a Rate Necessary to Meet Global Targets

Explore innovative financing mechanisms and challenges associated with decarbonizing industries, focusing on alternative pricing instruments, green loans, and the transition costs inherent in the shift towards a sustainable economy. Discuss strategies for mobilizing investments required for ambitious environmental goals, including modernizations and furnace transitions essential for meeting global targets under the Green Deal.

16:50 – 17:10
Session: Technological Trends in Scrap Sorting

Assess how advancements in separation technology are reshaping the movement of scrap, particularly in response to changing auto specifications driven by the rise of electric vehicles. Gain insights into the complexities of scrap categorization, including distinguishing between post-consumer and post-production scrap, and examine emerging technologies aimed at sorting aluminium within alloys for enhanced recycling efficiency.

17:10 – 19:10
Networking Drinks Reception
08:00 – 09:00
Morning Roundtable Discussion: Europe's Role in the Aluminium Market

Engage in a lively morning roundtable discussion exploring Europe’s pivotal role in the global aluminium market amidst shifting dynamics and emerging challenges. Assess the implications of Europe’s stagnant capacity growth and the widening gap between recycling supply and demand, particularly considering the continent’s ambitious sustainability goals. Delve into the potential ramifications of the Carbon Border Adjustment Mechanism (CBAM) and other policy measures on industry competitiveness, while contemplating strategic pathways for Europe to navigate these complex landscapes and maintain its position as a leading player in the aluminium market.

Roger-Philippe Bertozzi
Roger-Philippe Bertozzi

Roger-Philippe Bertozzi

EU & WTO Affairs

Federation of Aluminium Consumers of Europe (FACE)

09:00 – 09:05
Morning Remarks
James McKeigue
James McKeigue

James McKeigue

Editor Base Metals Europe

Fastmarkets

09:05 – 09:25
Keynote: The Regulatory Landscape and Public Policies Affecting the Industry: CBAM

Delve into the regulatory landscape and public policies affecting the aluminium industry, with a spotlight on the Carbon Border Adjustment Mechanism (CBAM) in the European Union. Explore CBAM’s impact on import/export dynamics and carbon emissions, while discussing strategies for compliance and adaptation in a changing global market.

09:25 – 10:10
Panel: Secondary Aluminium & Scrap Market Trends & Insights

Explore the shifting landscape of secondary aluminium production, focusing on market trends, production outlooks, and the challenges of securing reliable scrap feedstock. Delve into the complexities of scrap sourcing, the impact of emerging separation technologies, and the increasing importance of recycling content in meeting market demand. Gain insights into strategies for navigating supply chain constraints, adapting to price volatility, and addressing regulatory frameworks like the Carbon Border Adjustment Mechanism (CBAM) in shaping the future of the industry.

Kirstine Veitch
Franco Dalpiaz
Jan Pannenbäcker
Kirstine Veitch

Kirstine Veitch

Principle Consultant

Fastmarkets

Franco Dalpiaz

Franco Dalpiaz

Raw Material Purchasing Manager

Raffmetal SpA

Jan Pannenbäcker

Jan Pannenbäcker

CEO & Co-founder

Metaloop

10:10 – 10:40
Morning Break
10:40 – 11:10
Fastmarkets’ Session: Market and Pricing Trends
11:10 – 11:30
Session: Navigating the Energy Transition: Assessing the Global Landscape for Aluminium Demand

Explore the critical juncture faced by the aluminium industry amidst the global energy transition, focusing on China’s role and the potential acceleration of renewable power adoption worldwide. Assess the industry’s readiness to meet rising demand against the backdrop of evolving renewable energy landscapes and the challenges posed by initiatives like the Carbon Border Adjustment Mechanism (CBAM) in the EU. Delve into the implications of fluctuating EV sales in Germany and the broader impact on aluminium demand, while also examining the trajectory of the green energy transition and its significance for future aluminium consumption. Additionally, gain insights into the adequacy of EU resources to support the energy transition, including discussions on the EU Critical Raw Materials Act. Are we at pivot point for energy transition for aluminium demand.

11:30 – 12:15
Panel: EV Sector Challenges & Aluminium Demand

Explore the ongoing interest and challenges within the electric vehicle (EV) sector and its impact on aluminium demand, as automotive OEMs navigate market dynamics and investment trends amid factors like inflation and high interest rates. Gain valuable insights from industry leaders on their strategies for incorporating aluminium in vehicle design, sustainability practices, and efforts toward a greener automotive future.

12:15 – 13:00
Panel: Consumer Expenditure and Aluminium Demand Across Industry

This will discuss the key factors driving aluminium consumption across various industries in the upcoming year. They will analyse trends in consumer expenditure and their implications for aluminium demand, exploring how market dynamics, economic conditions, and evolving consumer preferences are shaping the industry landscape.

13:00 – 14:00
Closing Remarks and Lunch