14:00 - 17:00

Registration

17:00 - 19:00

Welcome Reception

17:00 - 17:05

Fastmarkets Welcome Speech

08:55 - 09:00

Opening Remarks

Raju Daswani

CEO

Fastmarkets

09:00 - 09:20

Opening Fireside Chat Keynote: TBA

Perrine Faye

Global Editorial Director – Metals

Fastmarkets

09:20 - 10:05

Opening Executive Panel: State of the Aluminium Industry

The panel will explore several critical topics, including the global supply/demand outlook and key business opportunities in the next 18 months. Attendees can also expect to learn how increasing energy costs are affecting the entire aluminium value chain and what innovations are being employed to respond to carbon neutralization and energy costs. Panellists will discuss the balance between primary and secondary aluminium markets, as well as the ways in which customers’ demands for sustainable aluminium are driving companies’ sustainability strategies and initiatives.

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

10:05 - 10:20

Session: Russian Trade Flows and Global Commercial Strategy

· What happens with Russian metal due to the Russia/Ukraine war? What does this do to the market? Where is the material going? What does this do to trade flows. · What is happening to Russian metal sitting in LME warehouses? · Tariffs, Sanctions, and the WTO · What impact would excluding Russian metal products have on the European market if the EU follows the lead of the US and imposes tariffs on finished products and metal?

Charles Julien

Counsel

White & Case LLP

10:20 - 11:00

Morning Networking Break

11:00 - 11:45

Panel: Trade, Geopolitical, and Macroeconomic Updates

Topics to be discussed include the economic outlook, covering the impact of inflation, high-interest rates, and reduced credit limits on trade, potential risks and opportunities, and the regulation and integrity of the European banking system. Geopolitical instability will also be discussed.

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

11:45 - 12:15

Session: Fastmarkets’ Aluminium Pricing Trends and Outlook

• 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

12:15 - 13:45

Networking Lunch

13:45 - 14:00

Session: Development of China's Aluminum Futures Market and Introduction of New Products

• New products and contracts

Zhang Zhiyong

Commodity Department I

Shanghai Futures Exchange (SHFE)

14:00 - 14:15

Session: CME Group

Ian Caton

Director Metals Products

CME Group

14:15 - 14:30

Session: LME

Christian Mildner

Head of Corporate Sales

London Metal Exchange

14:30 - 14:45

Session: Risk Management

14:45 - 15:00

Session: Bauxite & Alumina Industry Updates

• 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

15:00 - 15:15

Regional Focus Session: Ghana

• 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)

15:15 - 15:45

Afternoon Networking Break

15:45 - 16:00

Regional Focus Session: Chinese Aluminium Market Update

• 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

16:00 - 16:45

Region Focus Session: Middle East

• 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

16:15 - 17:00

Panel: Primary Aluminium Producers - Driving Innovation, Setting Trends, and Shaping the Future

The panel will explore the key strategic priorities for the industry over the next 18 months with a focus on where the biggest growth in demand is being seen, and how global energy and other input costs are impacting the production and supply chain of aluminium, and what this means for the future.

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

17:00 - 19:00

Evening Networking Reception

08:55 - 09:00

Day 2 Opening Remarks

09:00 - 09:45

End User Industry Aluminium Demand Forecasts

09:45 - 10:00

Session: Aluminium Demand and India

Nilesh Koul

Sr. President, CEO Aluminium Downstream

Hindalco

10:00 - 10:05

Session: The Aluminium Industry’s Progress on Sustainability

Miles Prosser

Secretary General

International Aluminium

10:05 - 10:50

The Voice of the Customers: Meeting End User Needs in the Aluminium Industry

• 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

10:50 - 11:20

Morning Networking Break

11:20 - 12:05

Panel: ESG and Sustainable 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
• Sustainability- What does sustainability really mean?
  • Biodiversity
    • Red mud
  • Communities/People
    • Indigenous communities
  • Water
  • Circularity
  • Carbon Transition
• 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

12:05 - 13:05

Panel: Secondary Aluminium Markets, Scrap, Recycling, and Innovation

• 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

13:05 - 13:10

Session: European Union Legislation on Packaging and Packaging Waste – HoReCa

• 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?

13:10 - 14:05

Packaging Innovation: Navigating Trends and Drivers in Beverage Cans and Food Packaging

• 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

14:05 - 15:35

End of Conference and Networking Lunch