

Raju Daswani
CEO
Fastmarkets
Perrine Faye
Global Editorial Director – Metals
Fastmarkets
Attendees will also have the opportunity to learn about the latest trends and factors impacting aluminium prices, as well as the government policies and legislation that are influencing the industry. Moreover, the panel will explore the potential implications of geo-political shifts for the aluminium market.



Andrea Hotter
Special Correspondent
Fastmarkets

Ron Knapp
Special Advisor
Hongqiao Group


Charles Julien
Counsel
White & Case LLP
Additionally, legislation changes in trade, such as the threat of protectionism to global economic recovery, updates on EU and North American imports of primary aluminium, and the Inflation Reduction Act in the US will be addressed. Finally, the impact of US tariffs on Russian metal and products and the implications for global aluminium trade will be explored.






Marc Ostwald
Chief Economist & Global Strategist
ADM Investor Services International

Duncan Hobbs
Research Director
Concord Resources

Ewa Manthey
Commodities Strategist
ING Research – Global Sectors

Andy Farida
Analyst
Fastmarkets

Uday Patel
Senior Research Manager, Global Aluminium Markets
Wood Mackenzie
- Update on Fastmarkets’ global aluminium premium benchmarks and price outlooks
- Price trends and drivers for scrap throughout 2023
- How are prices reacting to instability?


Imogen Dudman
Price Reporter
Fastmarkets

Carrie Bone
Senior Reporter
Fastmarkets

Alice Mason
European Base Metals Editor
Fastmarkets
- New products and contracts
Zhang Zhiyong
Commodity Department I
Shanghai Futures Exchange (SHFE)
Ian Caton
Director Metals Products
CME Group


Christian Mildner
Head of Corporate Sales
London Metal Exchange
- Supply/demand balances in bauxite & alumina : How are raw materials being impacted by Ukraine-Russia?
- Global production updates and outlook for both bauxite and alumina
- Energy supply issues in Australia impacting production
- New alumina capacity in Southeast Asia
- Updates on Chinese imports of bauxite
- Indonesian bauxite ban- how is this impacting the aluminium market?
- New projects, capacity, and running capability
Mark Roggensinger
Market Analysis Manager
Norsk Hydro
- Updates in supply and demand of Bauxite
- New supply in Ghana – which markets will the new supply serve?
- Updates on the alumina refinery
- Foreign investment opportunities
- Domestic consumption of aluminium: Where is the potential demand?


Michael Ansah
CEO
Ghana Integrated Aluminium Development Corporation (GIADEC)
- Supply and demand forecast for Chinese aluminium
- Changes in trade flows – impact of exports from Russia to China
- Aluminium production
- Hydroelectric power and interruptability in the Chinese supply- Is this here to stay permanently or is it transitory?
- 45 million tonne capacity cap- Where will supply come from? Will production come up in Brazil, America, or Europe again?
- Global warming and production problems- how does this influence aluminium price?
- Carbon Neutrality and Secondary aluminium projects – will these be exported or kept for domestic use?
- Light weighting and recycling


Yang Cao
Senior Analyst
Fastmarkets
- New Production:
- Hot metal industry
- Expansions planned in Saudi and Oman
- Domestic consumption from Saudi Arabia
- Growth and diversification into bauxite and alumina


Mahmood Daylami
Secretary General
Gulf Aluminium Council
Chinese aluminium production and the cap will also be discussed, alongside changes in trade flows due to the ongoing Russia/Ukraine conflict. Attendees will also hear about new production and expansion in the Middle East. The panel will also examine how pressures from end user markets are influencing ESG and sustainability efforts in the aluminium industry.



Kelly Thomas
EVP and Chief Commercial Officer
Alcoa

Ron Knapp
Special Advisor
Hongqiao Group
Nilesh Koul
Sr. President, CEO Aluminium Downstream
Hindalco


Miles Prosser
Secretary General
International Aluminium
- What issues does the aluminium industry need to address to secure its place as the material of choice?
- What are aluminium’s natural strengths versus competing materials (i.e., steel, glass, and plastic)?
- How do you see competition between materials?
- What structures, projects, and innovations are needed to ensure that the aluminium industry continues to meet the demands and needs of its customers?
- How can suppliers work with brands to ensure aluminium is available to match their brand stories of sustainability? What could this collaboration look like?
- How are aluminium consumption habits likely to develop and how is the push for green aluminium impacting this?
- What would merit paying a responsible premium?
- What are the opportunities for growth with existing end user markets and any new markets?



Claudia Bierth
European Sustainability & Public Affairs Manager
Ball Beverage Packaging EMEA

Miles Prosser
Secretary General
International Aluminium
- Driving a circular, low-carbon economy-Transparency around recycled content and how to measure the carbon footprint to prevent greenwashing
- What are the key milestones for the aluminium industry in achieving industry carbon neutrality?
- Hydrogen & Carbon Capture Storage (CCS)
- Sector specific intensity method and science-based targets
- Financial instruments that support the development and implementation of zero carbon technologies
- Recycling & Life Cycle Assessment (LCA)
- Industry standardisation
- Hydrogen & Carbon Capture Storage (CCS)
- Sustainability- What does sustainability really mean?
- Biodiversity
- Red mud
- Communities/People
- Indigenous communities
- Water
- Circularity
- Carbon Transition
- Biodiversity
- Valuing responsible aluminium at the right price
- How do you incentivize that the move to decarb?
- Commercialisation: How is end user demand for greener products shifting?



Jostein Søreide
LCA and Sustainability Manager
Hydro

Rosa Garcia
Vice President Sustainability and President Alcoa Foundation
Alcoa
Suzanne Lindsay-Walker
Vice President Sustainability
Novelis
- Primary and secondary scrap flows and availability
- Rates of secondary aluminium production
- The misalignment between current scrap packages and consumption pathways
- The efficient utilization of post-consumer auto-shred aluminum (Twitch)
- Scrap sustainability initiatives and the impact on supply/demand
- Innovation and made for “recyclability”
- The optimization of the scrap recycling process





Murat Bayram
Director & Head of European Non-Ferrous
EMR

George Karkampasis
Senior Manager Regulatory Affairs – Circular Economy & Raw Materials
European Aluminium

Boris Kurth
Head of Business Unit Can & Head of Recycling Casthouse Cluster (RCC)
Speira

Romain Guillaume Billy
Postdoctoral Fellow- Department of Energy and Process Engineering
Norwegian University of Science and Technology
- Update on the proposed European Union Legislation on Packaging and Packaging Waste (HoReCa -hospitality, restaurants, consuming onsite)
- What are the potential implications this legislation could have on the aluminium industry?
- Could this give other materials, such as plastic, an upper hand and possibly a greater market share?
- What impact will the European Union Proposed Legislation on Packaging and Packaging Waste (HoReCa -hospitality, restaurants, consuming onsite) have on aluminium market share?
- How could this impact rolling mills and future demand?
- Deposit return of single-use beverage containers and deposit of re-use containers
- Is the equipment technology already there?
- Will there be government grants and lease programs available?
- Implications of requiring aluminium packaging to be refillable




Maarten Labberton
Director Packaging Group
European Aluminium

Göksal Güngör
CEO
Assan Alüminyum

Guido Aufdemkamp
Executive Director
The European Aluminium Foil Association