Agenda - Fastmarkets

SundayNov 19

MondayNov 20

TuesdayNov 21

WednesdayNov 22

Time in PT

Sunday
Monday
Tuesday
Wednesday

Time

Event

What

Who

18:00 – 19:30

Fastmarkets Early Registration Drinks Reception sponsored by Rio Tinto

08:00 – 09:00

Registration Opens and Coffee on Arrival sponsored by Elmarakby Steel

09:00 – 09:30

Welcome Address

Raju Daswani

CEO

Fastmarkets

09:30 – 10:30

Keynote CEOs Panel Discussion – The Dawn of a New Steelmaking Era?

– Overview of the steelmaking sector in the MENA region – New projects and regional demand drivers – Natural resources and energy transition: challenges and opportunities

Raju Daswani

CEO

Fastmarkets

Ravi Singh

CEO

SULB Bahrain & KSA

Harssha Shetty

CEO

Jindal Shadeed Iron & Steel

Saeed Al Ghafri

CEO

Emirates Steel

Rewant Ruia

Member of the Founding Family of Essar Group

Essar Group

Rafic Daou

CEO

LITAT Group & Suez Steel

10:30 – 11:00

Networking Coffee Break sponsored by Star Global and Exhibition 2023 Opening Ceremony

11:00 – 12:00

Executives Panel: MENA's Opportunities in Global Steel Decarbonization

– MENA steel market fundamentals – Sustainability and decarbonization drivers – Competitive advantage and global potential of MENA steel

Paulo Carvalho

Partner

ERM

Liesbet Gregoir

Sustainability Manager

Cargill Metals

Fadhl Zayed Fadhl Ahmed

Group Decarbonization Project Leader

Emirates Steel Arkan

Rafael Azevedo

Global Sales for Iron Ore Company of Canada

Rio Tinto

Rita Monteiro

Head of Decarbonization

GFG Alliance / Liberty Steel Group

12:00 – 12:30

Attracting Venture Capital to Near Zero Emission Ironmaking Projects

Rutger Gyllenram

CEO

Kobolde & Partners AB

12:30 – 13:00

Hadeed Steel Pathway to Decarbonization

– Hadeed CO2 emissions from different production processes – Approaches to reduce emission in DR, SP and rolling

Abdullah Al Shahrani

Senior Manager, Research and Technology

Hadeed Sabic

12:30 – 14:30

CEO Summit

– Closed-door session with guest speakers – Moderated by Raju Daswani under Chatham House rules – By invitation only

Raju Daswani

CEO

Fastmarkets

Simon Nicholas

Lead Energy Finance Analyst

Institute for Energy Economics and Financial Analysis (IEEFA)

Michel Van Hoey

Senior Partner

McKinsey & Co

13:00 – 14:30

Networking Lunch sponsored by Ashry Steel

14:30 – 15:20

GCC Demand Drivers for Flat and Long Products

– Outlook of GCC steel consumption drivers throughout its markets: construction, energy, engineering – A regional breakdown: finished steel demand projections for GCC countries – Regional macro-trends and emerging consumption patterns driven by mega-projects

Abu Bucker Husain

CEO

AGIS

Ankur Dana

CEO

Dana Steel

Serife Durmus

Price Reporter

Fastmarkets

Vamsi Goutam

Head Business Development

Tata Steel Ltd

Dilip S Kumar

VP marketing & Sales, MENA

Jindal Steel & Power

Thankian Kumaresan

EVP & Head Minerals & Metals

Larsen & Toubro

15:20 – 15:45

Analysis of Chinese Steel Market, Domestic Demand Projections and Export Outlook

– The role of steel sector in the Chinese economy – Overview of economic incentives and their impact on domestic consumption – Chinese steel production outlook – how will the global sector will be affected?

Yuan Wenjiong

Chairman

Dao Fortune

15:45 – 16:10

Networking Coffee Break sponsored by Ashry Steel

16:10 – 17:00

Assessing the North African and Mediterranean Steel Trade

– Overview of the regional steel markets: Algeria, Egypt, Morocco and Turkey – Analysis of North African tradeflows – The impact of regional crises on the rebars market: wars, natural disasters and US Dollar strength

Vlada Novokreshchenova

Steel Market Reporter

Fastmarkets

Hatim Senhaji

CEO

Maghreb Steel

Emrah Uğursal

Deputy General Manager/Foreign Trade

Bastug Metallurgy

Ramy Saleh

Chief Business Development Officer

Elmarakby Steel

Ahmed Hammam

GM ARCOSTEEL

Ashry Steel

17:00 – 17:30

Analysis of MENA Steelmaking and Its Decarbonization Standards

– MENA steel and energy markets interplay – Analysis of decarbonization pathways: standards and double standards – MENA position in the global green steel markets

Simon Nicholas

Lead Energy Finance Analyst

Institute for Energy Economics and Financial Analysis (IEEFA)

17:30 – 19:30

Welcome Drinks Reception sponsored by Ezz Steel and Close of Day 1

08:00 – 09:00

Registration Opens and Coffee on Arrival

09:00 – 09:20

Welcome Address – Green Steel: Methodology, Regional Premiums and Market Opportunities

– Review of Fastmarkets steel and steelmaking raw materials prices – The Green steel premiums and their methodology – Green steel market dynamics: correlation with high grade iron ore prices?

Lee Allen

Strategic Markets Editor, Scrap

Fastmarkets

09:25 – 09:45

Iron Ore Briquettes a Step Towards Decarbonizaton

– Description of VALE briquetting process – Supply chain integration and bespoke carbon solutions for steelmakers – VALE regional strategy: 3 Mega-Hubs in the Middle East

Guilherme Reinisch

Global Head – Iron Ore Briquettes

Vale

09:45 – 10:00

AngloAmerican: A Partner in Decarbonization and Sustainability

– Decarbonization journey and pathway to net-zero by 2040 – AngloAmerican iron ore grades and product development – Contribution towards steel decarbonisation and sustainability

Timo Smit

Head of Marketing and Sales Iron Ore

AngloAmerican

10:00 – 10:15

Bloom Lake a Raw Material Solution to Steel Decarbonization

– Modifications to the Bloom Lake flowsheet to allow production of DR Grade Pellet feed; – Advantages of the Bloom Lake DR pellet feed in the DRI/EAF processes; – Positioning of the Bloom Lake material in terms of emissions

François Lavoie

Vice-President Sales, Technical Marketing and Products Development

Champion Iron

10:15 – 10:45

Iron Ore Production Trends and Market Outlook

– Global iron ore supply – challenges, shortages, imbalances – Short term China steel production outlook: what’s the impact on prices? – How de-globalization and geopolitical tension affect iron ore trade

Miriam Falk

Principle Analyst

Fastmarkets

10:45 – 11:00

A New High-Grade Alternative to the DR Market: Corumba Natural Pellet

Aguinaldo Filho

CEO

J&F Mineracão

11:00 – 11:30

Networking Coffee Break sponsored by GPE Turbo

11:30 – 11:45

Rio Tinto’s IOC Supporting Greener Steelmaking

Willemijn Husslage

Principal Advisor Technical Marketing IOC

Rio Tinto

11:45 – 12:00

Assessing Fastmarkets High Grade Iron Ore Prices

– Overview of Fastmarkets steelmaking raw materials prices – Fastmarkets 67.5% Fe pellet premium index & liquidity, 1 year since launch – Gaining market confidence through a transparent methodology

Alice Li

Senior Price Reporter

Fastmarkets

12:00 – 13:00

Market Volatility, Risk Management and Hedging Strategies, in Light of Physical Tradeflows

– Analysis of steel market volatility and traders’ risk propensity – Identifying correlations among steel, DRI, iron ore and scrap markets – Iron ore 65Fe price index a useful proxy for steel decarbonization?

Michael Linke

CEO

globalORE

Przemek Koralewski

Global Head of Market Development

Fastmarkets

Pierre Morel

VP Market Intelligence and Data Modelling

AXSMarine

Kerry Deal

Head of Business Development

Freight Investor Services

Jamie Pearce

Partner & Global Head of Derivatives

SSY Global

13:00 – 14:30

Networking Lunch sponsored by AGIS

14:30 – 14:40

Creating a Benchmark Scrap Price for the GCC

– GCC scrap market analysis – The importance of a regional ferrous scrap price index – Future areas for growth in GCC scrap markets: Saudi Arabia and beyond

Lee Allen

Strategic Markets Editor, Scrap

Fastmarkets

14:40 – 15:20

The Future of GCC Scrap Supply and Demand

– Projections for scrap consumption in GCC – The impact of decarbonization on GCC scrap supply – ESG in GCC ship recycling

Lee Allen

Strategic Markets Editor, Scrap

Fastmarkets

Deepak Bhandari

Chief Commercial Officer

Arabian Gulf Steel Industries

Rajesh Agarwal

Vice President

BMR

Satyajit Roy

Director

Elegant Exit Company

15:20 – 16:00

Scrap Trade Dynamics on International Markets

– Analysis of hot spots of scrap demand – Assessing the balance of scrap trade from African countries – Legislation, geopolitics and trade limitations

Mohamed Zada

Supply Chain Director

Suez Steel

Alberto Xodo

Vice President, Sales

LME

Salam Al Sharif

Chairman

Sharif Group of Companies

Lee Allen

Strategic Markets Editor, Scrap

Fastmarkets

Amar Singh

Secretary General

MRAI

16:00 – 16:30

Networking Coffee Break

16:30 – 17:00

Global Trends in DRI and HBI Markets

– Global update on migration from BOF to EAF – Analysis of the DR pellet market and outline of long term challenges – Charting international DRI/HBI tradeflow and price trends

John Atherton

Secretary General

International Iron Metallics Association

17:00 – 18:00

DRI Production in the Context of Steel Decarbonization – Gulf Countries as Net Exporters?

– Outlook for DRI production in the Middle East – is hydrogen desirable? – Impact of decarbonisation on DRI markets: Europe, Fast East, North America – Possible GCC scenarios – more investments or more trade?

Rutger Gyllenram

CEO

Kobolde & Partners AB

Marina Shulga

Senior Reporter – Global Metallics

Fastmarkets

Kaushalendra Prasad

Director

Star Global

Alexander Fleischanderl

Head of Green Steel & CTO Upstream

Primetals Technologies

Abdullah Al Shahrani

Senior Manager, Research and Technology

Hadeed Sabic

18:00 – 20:00

Networking Drinks Reception sponsored by Jindal Shadeed and Close of Day 2

08:00 – 09:00

Registration Opens and Coffee on Arrival

08:00 – 09:00

Women in Steel MENA Breakfast Reception

09:00 – 09:20

Human Capital Management in the Steel Industry

– Strategies and best practices for attracting, developing and retaining talent

– Spotlight on the role of Diversity and Inclusion

– Graduate training programme and careers in steel sector

Ahmed Al Yammahi

Director Human Capital Operations

Emirates Steel Arkan

09:20 – 10:00

Keynote Panel Discussion – The Importance of Women in the Steel Industry

– Gender balance at the basis of successful organisations – Spotlight on soft leadership skills and mentorship – The value of empowerment to career progression

Ruchi Dana

Partner and Executive Board Member

Dana Group

Anna Griffin

Chief People Officer

Arabian Gulf Steel Industries

Fatima Al Hammadi

Director Procurement & Logistics

Emirates Steel Arkan

Catherine Oates

Managing Director – Events

Fastmarkets

Yaroslavna Blonska

Acting Chief Marketing Officer

Ferrexpo

Olga Rudkovskaya

Regional Business Head, Middle East

DNV

10:00 – 10:50

New Technological Frontiers for the Steel Industry and the MENA Region

– Overview of greenfield projects in KSA, UAE, Oman, etc – Plant expansions and decarbonization: hydrogen reduction and CCS projects in the region – The digitalisation pathway – case studies and practical applications in GCC and worldwide