MondayJan 22
TuesdayJan 23
WednesdayJan 24
Time in PT
Time
Event
What
Who
12:00 – 19:00
Registration Opens
12:15 – 12:55
Scrap 101 for the Steel Salesman Workshop

Embark on an immersive learning journey tailored for steel sales professionals at the North American Ferrous Scrap and Steel Conference. This specialized workshop, “Scrap 101 for the Steel Salesman,” is designed to equip sales professionals with a comprehensive understanding of ferrous scrap, from its origins to its impact on the steel industry.

Lisa Gordon
Lisa Gordon

Lisa Gordon

Senior Price Reporter

Fastmarkets

12:55 – 13:05
Welcome Address
Sean Barry
Sean Barry

Sean Barry

Global Scrap Editor

Fastmarkets

13:05 – 13:25
Opening Keynote: Strengthening the U.S.-Mexico Economic Relationship

This compelling opening keynote sets the stage for the conference by delving into the crucial economic ties between the U.S. and Mexico. Our distinguished keynote speaker, a leader in international relations and trade, will share insights into the strategies, opportunities, and challenges involved in reinforcing the economic relationship between these two vital partners.

Sushan Demirjian
Sushan Demirjian

Sushan Demirjian

Assistant U.S. Trade Representative for Small Business, Market Access, & Industrial Competitiveness

The Office of the United States Trade Representative, Executive Office of the President

13:25 – 13:55
Discussion: North American Macroeconomics and Trade Factors

The panel discussion will encompass key topics, such as the potential impact of upcoming US elections on the industry, the intricate landscape of tariffs and trade policies influencing scrap imports in both the US and Mexico, essential economic forecasts pertaining to the steel sector, and the pivotal role of steel in driving economic recovery and infrastructure investment. Additionally, the panel will explore the consequences of currency exchange rate fluctuations on international trade, the growing significance of cross-border carbon taxes, resembling the European Carbon Border Adjustment Mechanism (CBAM), and the implications of the United States-Mexico-Canada Agreement (USMCA) on North American trade dynamics. These subjects are vital for industry stakeholders to navigate successfully and warrant comprehensive discussion.

Kim Leppold
Chris Weld
Oscar Gonzalez
Kim Leppold

Kim Leppold

Head of Research – Steel

Fastmarkets

Chris Weld

Chris Weld

Partner

Wiley Rein LLP

Oscar Gonzalez

Oscar Gonzalez

Controller

Exim Inc.

14:05 – 14:35
Afternoon Break
14:35 – 14:55
Session: Summary of Scrap Metal Export Activity

This session offers a comprehensive overview of the region’s scrap metal export landscape, shedding light on key trends, challenges, and opportunities.

Candice Tuck
Candice Tuck

Candice Tuck

Mineral Commodity Specialist- National Minerals Information Center

U.S. Geological Survey, Dept. of the Interior

14:55 – 15:40
Panel: Logistics and Transportation

The panel will address key logistics issues, including trucking availability, freight rates, and diverse regional challenges. It will also examine the role of railroads in efficient scrap transportation, considering regulatory complexities and the Jones Act. Additionally, we’ll explore strategies for overcoming logistics challenges and discuss the impact of the first single-line rail network connecting Canada, the U.S., and Mexico on the scrap and steel industries, making it an essential session for conference attendees.

Brett Ekart
Coby Bullard
Laurence Cox
Dan Hilliard
Arturo Gomez
Janine Mansour
Brett Ekart

Brett Ekart

CEO

United Metals Recycling

Coby Bullard

Coby Bullard

Senior Vice-President Merchandise, ECP, Transloads

Canadian Pacific Kansas City Limited (CPKC)

Laurence Cox

Laurence Cox

Vice President of Sustainability

PGT Trucking

Dan Hilliard

Dan Hilliard

Steel and Ferroalloys Editor, The Americas

Fastmarkets

Arturo Gomez

Arturo Gomez

Deputy Port Director of Operations

Port of Brownsville

Janine Mansour

Janine Mansour

Head of Key Accounts,

Port of New Orleans

15:40 – 16:00
Session: The Role of Government Policies in Shaping Demand for Steel in Various Sectors

This session delves into the pivotal role of government policies in shaping the demand landscape for steel across diverse sectors in North America. Mr. Kapadia will dissect the regulatory frameworks influencing steel consumption, exploring their impact on infrastructure development, automotive manufacturing, and other key sectors.

Samir Kapadia
Samir Kapadia

Samir Kapadia

Managing Principal

Vogel Group

16:00 – 16:45
Panel: Global Import-Export Balances

The panel will explore the delicate equilibrium between importing and exporting scrap, with a focus on the consolidation of recycling operations by steel mills. It will offer insights into how steel mills manage the import of scrap and consider the significance of scrap quality and origin in international trade. The implications of surplus or shortage of scrap in China on global markets will be discussed, alongside the influence of scrap tariffs and regulations on international scrap trade. Additionally, the panel will dissect the dynamics between Europe and Mexico, highlighting their free trade agreement for steel, and delve into the dynamics of steel flowing from Asia into Mexico. These multifaceted issues will be central to the panel’s examination of international scrap trade trends.

Amy Hinton
Candice Tuck
Nidhi Turakhia
Bill Sulak
Thomas Knippel
Amy Hinton

Amy Hinton

North American Scrap Editor

Fastmarkets

Candice Tuck

Candice Tuck

Mineral Commodity Specialist- National Minerals Information Center

U.S. Geological Survey, Dept. of the Interior

Nidhi Turakhia

Nidhi Turakhia

CEO & Partner

Allied Alloys and Titan Metals Corporation

Bill Sulak

Bill Sulak

President

Ferrous Processing and Trading Co.

Thomas Knippel

Thomas Knippel

Vice President, Commercial Industrial

SA Recycling

16:45 – 17:05
Session: Fastmarkets’ Scrap Supply Chain Mapping and Scrap Fundamentals
· Visual representation of scrap flows, including export and import patterns, with a focus on new capacity and potential shortages. · Detailed maps and diagrams illustrating scrap flows from various regions. · Visual representation of export and import patterns for scrap. · Insights into the potential challenges posed by scrap shortages in specific regions. · The importance of understanding and addressing trade imbalances in scrap flows. · How logistics and transportation affect scrap supply chain dynamics.
Alexander Kershaw
Alexander Kershaw

Alexander Kershaw

Metals Analyst

Fastmarkets

17:05 – 19:00
Welcome Reception
07:00 – 08:30
Women in Scrap & Steel Breakfast

Celebrate women, diversity, and inclusion.

Whether you’re a woman or just want to show your support for women in the sector, this breakfast will both highlight and inspire women in the scrap and steel industry. Attendees will have the chance to network with women trailblazers in the industry as they share their journey, insights and experiences.

 

Places are limited and on a first come first serve basis. Please RSVP by the 10th of January, 2024 to conferences@fastmarkets.com

Kim Leppold
Raju Daswani
Kim Leppold

Kim Leppold

Head of Research – Steel

Fastmarkets

Raju Daswani

Raju Daswani

CEO

Fastmarkets

08:50 – 09:00
Morning Remarks
Raju Daswani
Raju Daswani

Raju Daswani

CEO

Fastmarkets

09:00 – 09:20
Morning Keynote: Consolidation

This impactful morning keynote sets the tone for the day, focusing on the transformative power of consolidation within the ferrous scrap and steel industry. Mr. Adams, a seasoned industry expert, will explore the current landscape of consolidation, its drivers, and the implications for businesses across the supply chain.

George Adams
George Adams

George Adams

CEO & President

SA Recycling

09:20 – 10:05
Panel: Industry Consolidation

The panel will tackle the repercussions of consolidation within the scrap and steel sectors, honing in on its impact on pricing and competition. Recent acquisitions and mergers in these industries will be examined, shedding light on their implications for competition and pricing dynamics. The strategies employed by large steel mills in acquiring recycling operations will be a focal point, along with the effects of consolidation on smaller, independent recycling firms. The panel will also explore how industry consolidation shapes scrap procurement strategies, touching on the quality and availability of prime scrap and strategies for managing and sourcing low-quality scrap. These critical facets of the industry’s evolution will take center stage in the panel’s discussions.

Dan Hilliard
Sung Choi
Vince Pappalardo
Rafael Scott
Kari Coffey
Dan Hilliard

Dan Hilliard

Steel and Ferroalloys Editor, The Americas

Fastmarkets

Sung Choi

Sung Choi

Specialist

Bloomberg NEF

Vince Pappalardo

Vince Pappalardo

Managing Director & Principal

Brown Gibbons Lang & Company

Rafael Scott

Rafael Scott

Partner

McKinsey & Company

Kari Coffey

Kari Coffey

Vice President

Southern Core Recycling

10:05 – 10:25
Session: Update on Vale’s Pig Iron Smelter in Brazil

Join us for an insightful exploration of Vale’s cutting-edge approaches in pig iron production, as Flavia provides updates on the smelter’s operational strategies. The session will shine a spotlight on the transformative role of Mega Hubs and the utilization of briquettes in pig iron manufacturing, uncovering their impact on efficiency, sustainability, and market dynamics.

Flavia Herzog
Flavia Herzog

Flavia Herzog

Iron Solutions Marketing Manager

Vale

10:25 – 11:00
Coffee Break
11:00 – 11:20
Session: Financing innovative Low-Carbon Steel Production Technologies

Whether you are a financial professional, steel producer, or part of the supply chain, this session offers a unique opportunity to understand the financial landscape shaping the future of environmentally conscious steel production. Join us for an engaging discussion where finance and innovation converge, offering a roadmap for financing the next generation of low-carbon steel production technologies.

Samuel Kooijmans
Samuel Kooijmans

Samuel Kooijmans

Senior Associate

RMI

11:20 – 11:45
Discussion: Updates in DRI and HBI

The discussion will delve into crucial topics, including advancements in direct reduction processes for DRI and HBI, and the integration of renewable energy sources in metallics production. Strategies for diversifying sources and reducing supply chain risks will also take the spotlight, as well as discussions on navigating market volatility, securing long-term contracts, and the market outlook with emerging opportunities in metallics trade. Additionally, the discussion will examine the outlook for US domestic DRI demand and its connection to electric furnaces, providing invaluable insights into this evolving landscape

John Atherton
Sean Barry
John Atherton

John Atherton

Secretary General

International Iron Metallics Association (IIMA)

Sean Barry

Sean Barry

Global Scrap Editor

Fastmarkets

11:45 – 12:30
Keynote Panel: Women in Leadership: Scrap Edition
This discussion will cover the current representation of women in leadership roles, addressing the unique challenges they encounter and sharing success stories. The panelists will also explore mentorship, diversity initiatives, necessary skills, leadership styles, creating supportive work environments, and the future; with a focus on industry collaboration and measuring progress. This panel discussion will highlight and celebrate women leaders in the scrap industry, while also promoting gender diversity and inclusion in leadership roles.
Amy Hinton
Nidhi Turakhia
Brandi Harleaux
Jennifer Betts
Marcie Rodriguez
Amy Hinton

Amy Hinton

North American Scrap Editor

Fastmarkets

Nidhi Turakhia

Nidhi Turakhia

CEO & Partner

Allied Alloys and Titan Metals Corporation

Brandi Harleaux

Brandi Harleaux

CEO

Post Oak Recycling

Jennifer Betts

Jennifer Betts

CEO

Recycled Media

Marcie Rodriguez

Marcie Rodriguez

CEO

Comal Iron & Metals

12:30 – 14:00
Lunch & Networking
14:00 – 14:45
Session: Fastmarkets Scrap & Steel Pricing Trends and Outlook
· provide an update on pricing for steel in Mexico and the US, looking at how the US price is impacting that of Mexico. · look at how scrap price and availability align with the price and production of steel in Mexico · The price of steel in Mexico is far more variable than in the US, despite the two countries being ‘tied’ by trading relationships. This is important to address as it will influence when people conduct business, and the Mexican audience are at risk of being outpriced by the US market.
Amy Hinton
Alexander Kershaw
Dan Hilliard
Kim Leppold
Amy Hinton

Amy Hinton

North American Scrap Editor

Fastmarkets

Alexander Kershaw

Alexander Kershaw

Metals Analyst

Fastmarkets

Dan Hilliard

Dan Hilliard

Steel and Ferroalloys Editor, The Americas

Fastmarkets

Kim Leppold

Kim Leppold

Head of Research – Steel

Fastmarkets

14:45 – 15:30
Panel: Foundry Perspectives

The panel will provide insights into the expectations and requirements of foundries from scrap yard suppliers, covering processing requirements, prime scrap, and alloy separation. Strategies for optimizing the relationship between these stakeholders will be discussed, highlighting the role of foundries in influencing scrap specifications and how they adapt to changing scrap quality and availability. Additionally, the panel will explore the influence of consumer steel specifications on scrap composition, offering a comprehensive view of the dynamics between these critical industry players.

John Wiesbrock
Shawn Harre
Daniel Dressler
Lisa Gordon
Luis Zertuche
John Wiesbrock

John Wiesbrock

Executive Vice President

Waupaca Foundry, Inc.

Shawn Harre

Shawn Harre

Executive Director of Sourcing & Procurement

Cimco Resources

Daniel Dressler

Daniel Dressler

Vice President, Supply Chain and Purchasing

Grede

Lisa Gordon

Lisa Gordon

Senior Price Reporter

Fastmarkets

Luis Zertuche

Luis Zertuche

Supply Chain Director

Draxton

15:30 – 16:20
Coffee Break
16:20 – 16:40
Session: Updates on Algoma's EAF Melt Shop Project

Gain insights into how this ambitious endeavor aligns with broader industry trends, environmental goals, and market dynamics. Whether you are an investor, producer, or industry enthusiast, this session offers a unique opportunity to grasp the implications of Algoma’s EAF Melt Shop Project on the regional and global steel markets.

Michael Garcia
Michael Garcia

Michael Garcia

CEO

Algoma

16:40 – 17:00
Session: Financing and Investment in the Current Economic Climate

This session offers a comprehensive analysis of the financial terrain, providing industry professionals, investors, and stakeholders with key insights into navigating opportunities and challenges in the current economic climate. Mr. Kreft will discuss the impact of economic trends, market volatility, and governmental policies on financing and investment strategies within the ferrous scrap and steel sector.

Ira Kreft
Ira Kreft

Ira Kreft

Senior Vice President

Bank of America

17:00 – 19:00
Networking Reception
08:55 – 09:00
Morning Welcome
Andrew Wells
Andrew Wells

Andrew Wells

Global Steel and Ferroalloys Editor

Fastmarkets

09:00 – 09:30
Fireside Chat Keynote with Nucor

Join us for a unique opportunity to engage in an open and insightful conversation with a representative from Nucor, a key player in the steel industry. This Fireside Chat will delve into the company’s perspective on industry trends, innovations, and the strategic path forward.

Andrew Wells
Noah Hanners
Andrew Wells

Andrew Wells

Global Steel and Ferroalloys Editor

Fastmarkets

Noah Hanners

Noah Hanners

EVP Raw Materials

Nucor

09:30 – 09:50
Session: Oil, Gas, and Energy Industries and Steel Demand

Delve into the intricate connections between the energy sector and steel demand. This session unravels the symbiotic relationship between the oil, gas, and energy industries and the demand for steel. Mr. Trivedi will dissect the dynamics influenced by energy sector projects, infrastructure development, and the evolving energy landscape, exploring the consequential impact on steel consumption. 

Dhaval Trivedi
Dhaval Trivedi

Dhaval Trivedi

VP of Supply Chain

Borusan

09:50 – 10:10
Session: Competitive Sourcing of Raw Materials in Uncertain Times

This session is tailored for industry leaders, sourcing professionals, and stakeholders seeking insights into securing raw materials amid uncertainties. Explore strategic approaches to competitive sourcing, mitigating risks, and capitalizing on opportunities in a dynamic market environment.

Kevin Huelsmann
Kevin Huelsmann

Kevin Huelsmann

Senior Account Executive

metalshub

10:10 – 10:30
Session: Non-Residential Construction Steel Demand

Explore the current and future landscape of steel demand in non-residential construction projects, as Mr. Barrenechea discusses market trends, economic factors, and innovations shaping the industry.

Luis Barrenechea
Luis Barrenechea

Luis Barrenechea

CEO

Optimus Steel

10:30 – 10:50
Session: Perspectives on Hydrogen Use in Steelmaking

This session is a must-attend for industry leaders, innovators, and stakeholders eager to explore the transformative potential of hydrogen in steel production. Join Mr. Scott as he shares insights into the current state of hydrogen adoption, technological advancements, and the strategic implications for the North American steel industry.

Rafael Scott
Rafael Scott

Rafael Scott

Partner

McKinsey & Company

10:50 – 11:20
Morning Break
11:20 – 12:05
Panel: ESG Considerations and Technology

The panel will cover a range of crucial topics, including the growing importance of ESG (Environmental, Social, Governance) considerations in the industry and the impact of technology on scrap processing and recycling. Emission reduction strategies within recycling yards and advancements in alloy separation technology will also be discussed. Furthermore, the utilization of hydrogen in the steelmaking process, its environmental benefits, and strategies for reducing the carbon footprint in scrap yards will be explored. The panel will delve into recent developments in green steel production methods and the environmental and sustainability requirements imposed by automotive manufacturers. Finally, it will touch upon trends in hydrogen utilization within the US steel industry and innovative steelmaking methods, such as those pioneered by Boston Metal.

Andrew Wells
Adam Rauwerdink
Amari Jones
Randy Charles
Andrew Wells

Andrew Wells

Global Steel and Ferroalloys Editor

Fastmarkets

Adam Rauwerdink

Adam Rauwerdink

SVP Business Development

Boston Metal

Amari Jones

Amari Jones

Corporate Sustainability Manager

Nucor

Randy Charles

Randy Charles

Founder

Greenway Steel

12:05 – 12:25
Session: Steel Forecast

 Our expert panel will delve into a comprehensive forecast encompassing production, consumption analysis (a perennial favorite with our delegates), and the pivotal question – how much scrap is needed in the US?

Explore forecasts on steel production, consumption trends, and the specific scrap requirements that will shape the North American ferrous scrap and steel landscape. Whether you are a steel producer, trader, or part of the supply chain, this session offers crucial insights to inform your strategic decisions and stay ahead of the curve.

Kim Leppold
Kim Leppold

Kim Leppold

Head of Research – Steel

Fastmarkets

12:25 – 12:45
Session: DRI Demand-Supply Dynamics – Global and Regional

This session is your gateway to understanding the ever-evolving landscape of Direct Reduced Iron. Ms. Chaudhary will provide a comprehensive overview of the global and regional demand-supply dynamics, offering valuable insights into market trends, production challenges, and the factors shaping the DRI landscape.

Isha Chaudhary
Isha Chaudhary

Isha Chaudhary

Global Head of Steel, Raw Materials, and Alloys Markets,

Wood Mackenzie

12:45 – 14:15
End of Conference and Lunch