WednesdayMay 08
Time in PT
Time
Event
What
Who
08:30 – 09:30
Registration
09:30 – 09:45
Welcome address
Raju Daswani
William Chin
Raju Daswani

Raju Daswani

CEO

Fastmarkets

William Chin

William Chin

Managing Director & Head of Commodities

SGX

09:45 – 10:10
Keynote industry presentation

A market overview of key trends, drivers and future outlook from a producer’s perspective. 

Juan F. Merlini
Juan F. Merlini

Juan F. Merlini

Head of Strategy & Marketing

Vale Iron Ore Solutions

10:10 – 10:50
Analyst spotlight: Iron ore market fundamentals and outlook

Meng Tian

Analyst

Horizon Insights

10:50 – 11:15
Networking break
11:15 – 12:00
Panel: High grade iron ore as a route to decarbonization

Global pellet feed trade flows

· DRI market trends 

· Deriving green premiums of high grade iron ore based on green steel prices 

· How to ensure DR pellet feed premiums are sustained amid falling steel prices

 

Renato Hendrikson
Renato Hendrikson

Renato Hendrikson

Head of Strategic Marketing

Samarco

Siddarth Aggarwal

Market Analysis – Iron Ore

Anglo American

Russell Wescombe

Senior Business Manager

Senior Business Manager

12:00 – 12:25
Fireside chat: Pathways to steel decarbonization

· Technologies to reduce carbon emissions in iron production 

· Isolation of iron production from the steelmaking process 

· Reducing carbon emissions across steelmaking value chain 

· How to work with downstream producers to reduce their Scope 3 emissions

Juan F. Merlini
Juan F. Merlini

Juan F. Merlini

Head of Strategy & Marketing

Vale Iron Ore Solutions

12:25 – 13:45
Networking lunch
13:45 – 14:05
20 questions on Fastmarkets Iron Ore Pricing
Paul Lim
Shu Yi Zheng
Paul Lim

Paul Lim

Regional Editor, Steel and Ferroalloys

Fastmarkets

Shu Yi Zheng

Shu Yi Zheng

Asia Steelmaking Raw Materials Reporter

Fastmarkets

14:05 – 14:50
State of the economy through iron ore's lens

Increased recognition of iron ore as a macro proxy especially for Asia has fueled growth in iron ore derivatives. What insights about the economy can we learn from iron ore’s recent price trend, and what is iron ore’s outlook? 

  • How is China’s real estate and infrastructure sector impacting the demand outlook for iron ore? How will iron ore supply respond? 
  • Steel is a critical material for green technologies such as wind turbines and electric vehicles that support the energy transition. To what extent will the energy transition provide a lift to iron ore’s demand growth? 
  • Urbanisation and industrialisation remain a key theme driving growth across Asia. In particular, India holds great promise. Where are the new opportunities for iron ore demand? 
Anant Jatia
Kevin Yu
Marcus Garvey
William Prajogo
Anant Jatia

Anant Jatia

Founder and CIO

Greenland Investment Management

Kevin Yu

Kevin Yu

Trader

Optiver

Marcus Garvey

Marcus Garvey

Head of Commodities Strategy

Macquarie Group

William Prajogo

William Prajogo

Director, Commodities

SGX Group

14:45 – 15:30
Panel: Chinese market fundamentals

New trading / procurement patterns in Chinese steelmaking industry

– Smaller cargoes, higher intervals

– Low inventory in Chinese mills 

Rise of domestic blending houses – another type of iron ore consumer

Portside Yuan market vs Seaborne Pricing 

Price movers in the CFR China marke

– Property market outlook

– Stimulus policies 

EV / Manufacturing industry to replace poor demand in other sector

Export market demand – is CBAM going to affect sales?

Clyde Russell
Wayne Duan
Clyde Russell

Clyde Russell

Asia Commodities and Energy Columnist

Thomson Reuters

Wayne Duan

Wayne Duan

Iron Ore Seaborne trader and China Strategic Marketing

Cargill Metals

Xinzhi Zhang

Trader of Metallurgy Department

ITG Resources

Stone Lin

Physical Trade Director

Majestic Rock

15:30 – 16:00
Networking break
16:00 – 16:45
Panel: South Asian steel production
  • India’s rising steel capacity 
  • Iron ore production & exports in India
  • How do steelmakers navigate a post-CBAM trading environment?
  • Price arbitrage between Asian markets & CFR China market 

Swapnil Patil

Head of Iron Ore and Sponge Iron Trading

Tata International

Darren Toh

Regional Head of Business Development & Trading

Mitsubishi Corporation RtM

Vivek Nishant Nath

General Manager (Sales & Marketing)

Odisha Mining Corporation Ltd.

Anil Patro

Head (India) Iron Ore Business

ASHON International DMCC

17:00 – 18:30
Cocktail Reception

Join your colleagues for a drinks reception in the Lotus Junior Ballroom!