Agenda - Fastmarkets

SundayNov 05

MondayNov 06

TuesdayNov 07

Time in PT

Sunday
Monday
Tuesday

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