Agenda - Fastmarkets

Time (all times CST)	Event	What	Who
08:15 – 09:15	Registration
09:15 – 09:20	Welcome and introductions		Paul Lim, Regional Editor, Steel and Ferroalloys, Fastmarkets
09:20 – 09:35	Opening remarks		Raju Daswani, CEO, Fastmarkets William Chin, Managing Director – Commodities, SGX Group
09:35 – 10:00	Keynote industry presentation	A market overview of key trends, drivers and future outlook from a producer’s perspective.	Eduardo Mello Franco, Marketing Manager – Pricing, Vale
10:00 – 10:30	Analyst spotlight: Iron ore market fundamentals and outlookeak		Marcus Garvey, Head of Commodities Strategy, Macquarie Group
10:30 – 11:00	Networking break
11:00 – 11:15	Keynote address: Shaping our iron ore portfolio for the future		Antoine de Corbière, SVP Iron Ore Sales, Rio Tinto
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, Head of Strategic Marketing, Samarco Siddarth Aggarwal, Market Analysis – Iron Ore, Anglo American Russell Wescombe, Senior Business Manager, Senior Business Manager Norman Fong, Asia Steelmaking Raw Material Reporter, Fastmarkets
12:00 – 12:30	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	Eduardo Pfiffer, Director, Marketing Intelligence and Country Manager, Singapore, Vale Paul Lim, Regional Editor, Steel and Ferroalloys, Fastmarkets
12:30 – 13:45	Networking lunch
13:45 – 14:05	20 questions on Fastmarkets Iron Ore Pricing		Paul Lim, Regional Editor, Steel and Ferroalloys, Fastmarkets
14:05 – 14:45	The 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, Founder and CIO, Greenland Investment Management William Prajogo, Director, Commodities, SGX Group Mengtian Jiang, Chief Analyst, Iron Ore, Horizon Insights Kevin Yu, Trader, Optiver Sunny Wajid, Head of Trading, Fomento Commodities
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 market – 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, Asia Commodities and Energy Columnist, Thomson Reuters Stone Lin, Physical Trade Director, Majestic Rock Xinzhi Zhang, Trader of Metallurgy Department, ITG Resources Wayne Duan, Iron Ore Seaborne trader and China Strategic Marketing, Cargill Metals
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	Darren Toh, Regional Head of Business Development & Trading, Mitsubishi Corporation RtM Gunmeet Singh (moderator), Head of Ferrous Origination, Vale Vivek Nishant Nath, General Manager (Sales & Marketing) Odisha Mining Corporation Ltd. Anil Patro, Head (India) Iron Ore Business, ASHON International DMCC Swapnil Patil, Head of Iron Ore and Sponge Iron Trading, Tata International
16:45 – 18:45	Cocktail reception	Please join us for a cocktail reception in the foyer of the Lotus Junior Ballroom on level 4F, hosted by S&P Global Community Insights. Ushers will direct you to an evening of networking over good food and drinks. Please wear your badge for identification purposes.