Time
Event
What
Who
14:00 – 19:00
Registration Opens
17:00 – 19:00
Welcome Drinks Reception
Sponsored by Xcoal
07:30 – 17:30
Registration Opens
09:00 – 09:15
Chair's Opening Remarks
09:15 – 09:45
The Role of Coal in the Global Energy Transition
- How will different policy pathways shape the future of coal?
- How will the energy transition evolve in different sectors?
Carlos Fernández Alvarez
Senior Coal Analyst
International Energy Agency (IEA)
09:45 – 10:15
Geopolitical Factors Impacting the Global Coal Trade
- How close are we to energy security in Europe? What are the implications on becoming coal-free?
- What would happen to the market if the war in Ukraine ended? How many of Russia’s former European customers will return to them?
- What might the implications be for coal-producing and consuming countries following the 2024 US Presidential Election?
Sareena Patel
Associate Director – Thermal Coal
McCloskey by OPIS, a Dow Jones Company
10:15 – 10:45
Examining Europe’s Fragility Based on Market Supply
- How might limited trading activity play out in a cold winter?
- How well stocked are companies in a stagnant market?
- Is there a realistic threat to energy security?
Alexandre Claude
CEO
DBX Commodities
10:45 – 11:15
Thermal Coal Outlook – What are the Current and Projected Supply and Demand Trends
- Latest trends affecting the coal market in the short and long term
- Comparing basic indices vs physical prices in the market
- Will we continue to see buyers for every ton of coal available in the seaborne market?
- Where will we see coal supply growth going forward?
- Exploring consequences of under investment in hydrocarbon production globally
- What are the latest trends for anthracite?
Rodrigo Echeverri
Head of Research
Noble Resources
11:15 – 11:45
Morning Refreshments & Networking Break
11:45 – 12:15
Investment in Thermal Power…What is Possible and Necessary?
- Latest indicators from banks and insurance companies
- The rise of alternative lenders
- How do ”renewable” investor returns compare?
- Is investment in sustainable coal technologies and infrastructure for enhanced ESG performance that much of a game-changer?
Lars Schernikau
Energy Economist, Shareholder
HMS Bergbau AG
12:15 – 12:45
Long Term Coal Supply to Europe: Newcomers vs Historic Trading Routes
- How much reliance of supply from South Africa, U.S. and Colombia should be expected?
- What are the implications for European coal logistics?
Peter Lindström
Head of Research
Torvald Klaveness
12:45 – 14:15
Lunch & Networking
14:15 – 15:00
Fireside Chat: Evaluating Coal Phase-out Policies and Transition Strategies
- Back on track? Latest updates on decarbonisation strategies and green targets
- What are end-users’ long term plans for the energy transition? How will this impact coal demand and over what time frame?
- What policies and strategies have been employed by regions or countries to manage the phase-out of coal?
Hugh Lee
Energy Economist
Independent
Carlos Fernández Alvarez
Senior Coal Analyst
International Energy Agency (IEA)
15:00 – 15:30
Unpicking the Paradoxes of China's Coal Needs
- What political risk in China might mean for the industry
- Should we expect China to continue taking Russian coal?
- Evaluating Chinese level of imports
- Insights into infrastructure, government, policy and internal logistics
Dr Michal Meidan
Head of China Energy Research
Oxford Institute of Energy Studies
15:30 – 16:00
Afternoon Refreshments & Networking
16:00 – 16:30
Coal Currents: Understanding the Latest Trends in Global Trade Flows
- Will we see increasing levels of coal rejected in Europe on regulatory grounds?
- Disruption to trade patterns – what impact it will have for dry bulk markets?
- Supply chain contingency planning – anticipating future patterns of coal trade
- Should we be expecting further volatility in coal trade flows?
- How shifting trade flows are impacting voyage distances and pricing
Alexis Ellender
Lead Major Dry Bulks Analyst
Kpler
16:30 – 17:15
Panel: Navigating Market Conditions for Freight in the Coal Industry
- Dry bulk freight rates has been volatile in recent years. Why?
- What is the expected fleet growth going forward?
- What is the expected demand growth going forward?
Alexis Ellender
Lead Major Dry Bulks Analyst
Kpler
Yiannis Parganas
Head of Research
Intermodal Shipbrokers
Adam Khan
Commodity Research Analyst – Dry Bulk
Howe Robinson Partners
Peter Lindström
Head of Research
Torvald Klaveness
17:15 – 18:15
Happy Hour Drinks
08:00 – 13:00
Registration Opens
09:25 – 09:30
Chair's Opening Remarks
09:30 – 10:00
Exploring Gas Market Dynamics: Trends, Insights, and Future Outlooks
- Coal vs LNG: What’s the outlook moving forward?
- Factors driving gas demand: Gas as a bridge fuel and renewable compatibility
- Prospects for LNG Supply and how much will Europe need?
- Overview of technological innovations in gas exploration, extraction, and distribution
- How advancements in shale gas, LNG, and renewable natural gas and technological innovations are shaping the industry
Anne-Sophie Corbeau
Global Research Scholar – Centre on Global Energy Policy
Columbia University
10:00 – 10:30
Fireside Chat: Spotlighting Renewables in an Evolving Energy Landscape
- What is the status of renewables being connected to the grid?
- How close is renewable energy storage to being reliable and dispatchable?
- How and where are we seeing renewables being financed?
- Will we see coal-based power generation integrated with renewable energy sources to create more flexible and resilient energy systems?
- Evaluating the role of biomass moving forward
- What is the competition from gas-based generation, including new hydrogen ready gas plants?
Hugh Lee
Energy Economist
Independent
Anne-Sophie Corbeau
Global Research Scholar – Centre on Global Energy Policy
Columbia University
Sabrina Kernbichler
Lead Power Analyst
Energy Aspects
10:30 – 11:00
Navigating the Future of Coal in Energy and Industry
- How can the coal industry contribute to global decarbonisation efforts while maintaining energy security and economic stability?
- What role can clean coal technologies play in a low-carbon energy future?
- What are the advancements in CCUS technologies, and how can they be effectively integrated into coal power plants and industrial processes?
- Managing due diligence in supply chains with partners
Sirri Uyanik
CEO
ISKEN-TURKEY
11:00 – 11:30
Morning Refreshments & Networking
11:30 – 12:00
Fastmarkets Met Coal Pricing Introduction
- Production potential of metallurgical coal industry in Europe and MENA
- Prospects for the development of met coke imports
- Understanding of how macroeconomic factors, infrastructure development, and urbanization impact metallurgical coal consumption
- Analysis of geopolitical factors shaping the international metallurgical coal trade
- Insight into trade agreements, tariffs, and regional cooperation affecting supply chains
- Examination of investment patterns in met coal projects, taking into account price volatility and long-term viability
Andrew Wells
Global Steel and Ferroalloys Editor
Fastmarkets
12:00 – 12:30
Fastmarkets Outlook – Metallurgical Coal
- Recent developments in the coking coal market from a European context, in terms of supply, demand, international trade, and geopolitical factors.
- An outlook, covering the next 1-2 years for the coking coal market in Europe and more broadly across key global markets
Alexander Kershaw
Senior Analyst – Steel Raw Materials
Fastmarkets
12:30 – 13:00
Fired Up: Exploring What's on the Horizon for Steel Globally?
- Current trends and projections in steel demand across industries and regions
- The impact of high energy costs and supply-side shocks on the European steel Industry
- Making steel greener – a transition to EAF production?
Paolo Frediani
Senior Analyst, Steel
Fastmarkets
13:00 – 13:30
Global Cement Industry Updates: Production Volumes, Consumption Trends, and Market Dynamics
- Coal and petroleum coke demand in the cement industry in Europe and MENA
- How coal’s role in cement kilns is evolving and the potential for transitioning to lower-carbon alternatives
- Regulatory frameworks influencing cement production and emission reduction
- Balancing traditional practices with environmental considerations in the cement industry
13:00 – 14:15
Lunch & Networking