Click on the links below to view media coverage of the 15th World Aluminium Conference 2010.
17:00-20:00 Registration Desk Open
18:30-20:00 WELCOME RECEPTION
9:05
Opening address by Honourable Minister Marcio Zimmermann, Minister of Mines and Energy,
Republic of Brazil - TBC
Presenting Brazil´s role on the global mining scene, prospects for changes in Brazilian mining laws, royalties and investment opportunities
9:30
New challenges in materials supplies to global steelmakers/ Novos desafi os nos suprimentos de matérias-primas para a siderurgia global/ Nuevos desafíos en el suministro de materias primas a los productores de acero del mundo
Session speakers will provide the positioning of Brazil and China in world iron ore markets in terms of growth, Fe grades, demand prospects and pricing. Designed to provide a context to aid in investment decisions, this session will question how the fl ood of new projects may affect long-term prices, examine Chinese investment in mines abroad, what´s happening to Chinese and Indian domestic mine capacity, and whether the cost/price squeeze risks driving marginal steel capacity out of business.
Iron ore market outlook / Perspectivas para o mercado de minério de ferro / Perspectiva del mercado del mineral de acero
Claudio Alves, Director of Sales of Iron Ore Americas, VALE, Brazil
Iron ore from the point of view of a Chinese consumer / Minério de ferro: o ponto de vista do consumidor chinês / Mineral de hierro desde el punto de vista de un consumidor chino
Philip Tomlinson, Managing Consultant, CRU STRATEGIES, UK
11:00 COFFEE BREAK
11:30
Iron ore: Changes to the status quo, challenges to the “big three” / Minério de ferro: Mudanças no status quo, desafi os aos “três grandes” / Mineral de hierro: Cambios en el status quo, desafíos para los “tres grandes”
Highlighting new mine capacity emerging in Latin America to provide supply alternatives to Vale SA, BHP Billiton Plc and Rio Tinto Plc; Latin America´s role as a global supplier and the part played by foreign investors in regional mine development.
The session will provide information on new investment opportunities and look at the experiences of Chinese investors in iron ore mining and plans for steel production in the region.
Emerging alternatives in iron ore supply / Alternativas emergentes no suprimento de minério de ferro / Alternativas emergentes en el suministro de mineral de hierro
Roger Downey, President, MMX - MINERAÇÃO E METÁLICOS S.A., Brazil
Anglo American and Brazil (title to be confirmed)
Jose Luis Amarante, Sales and Marketing Director, Iron Ore Brazil, ANGLO AMERICAN, Brazil
Why is China looking at Latin America? / Por que a China está olhando a América Latina? / ¿Por qué China tiene la mirada puesta en Latinoamérica?
Rodrigo Tavares Maciel, Managing Partner, STRATEGUS CONSULTORIA ESTRATÉGICA (and former executive secretary of the CHINA-BRAZIL BUSINESS COUNCIL), Brazil
13:00 LUNCH /ALMOÇO/ ALMUERZO
sponsored by CAMARGO CORRÊA
14:15
Steelmaking raw materials: Prices and availability - Where does Latin America stand? / Matérias-primas para a siderurgia: Preços e disponibilidade - O papel da América Latina? / Materias primas para la fabricación de acero: Precios y disponibilidad – ¿Dónde se encuentra Latinoamérica?
This session aims to assist in forward planning and budgeting by providing price and supply forecasts of the markets for iron ore, met coal, scrap, pig iron and HBI for the coming years. It will also consider how companies use verticalisation to safeguard supplies and hedge against raw materials price fluctuations.
The outlook for steelmaking raw materials – stronger for longer? / Perspectivas para as matérias-primas para a siderurgia - mais forte por mais tempo? / Perspectiva para la materia prima para la producción de acero – ¿Más fuerte o por más tiempo?
Calum Baker, Research Manager, Steel Raw Materials, CRU, UK
Hot briquetted iron and direct reduced iron: an overview / Briquete e ferro de redução direta: um panorama / Briquetas de hierro en caliente y reducción directa: una visión general
Alberto Hassan, President, HBI ASSOCIATION, Venezuela
The Brazilian pig iron sector / O setor de ferro gusa no Brasil / El sector del arrabio brasileño
Paulino Cicero de Vasconcellos, President, Minas Gerais Pig Iron Producers´ Association, SINDIFER, Brazil
15:30 COFFEE BREAK
16:00
Logistics and environmental issues: Growing risks & challenges / A logística e o meio ambiente: Riscos e desafi os crescentes / La logística y el medioambiente: Riesgos y desafíos en aumento
Regional players will focus on the issues that can make or break all new mining and steel projects in the region. Tips will be given on legal and social aspects of greenfield and brownfield developments, the new environmental awareness, logistics shortcomings and capacities and prospects for international freight markets.
Challenges and complexities in environmental licensing for mine projects / Desafi os e complexidades no licenciamento de projetos de mineração / Desafíos y complejidades en la obtención de licencias medioambientales para los proyectos mineros
Rinaldo Mancin, Environmental Affairs Director, Brazilian Mining Institute (IBRAM), Brazil
Logistics - a challenge to Brazilian steel industry growth / Logística: Desafi o ao crescimento da siderurgia brasileira / Logística - un desafío para el crecimiento de la industria brasileña del acero
Renato Voltaire Barbosa Araujo, Technical Director, ANUT, Brazil’s National Cargo Transport User’s Association, Brazil
Presentation from VALE
Mauro Neves, Director of Planning, Development and Continuous Improvement, VALE, Brazil
17:30 Close of day one / Fim do primeiro dia / Cierre del primer día
9:00
Macroeconomics - Latin America´s global stance and what now for China? / Macroeconomia - Posicionamento global da América Latina e qual o próximo passo para a China? / Macroeconomía – Posicionamiento mundial de Latinoamérica y ¿cuál es el siguiente paso para China?
An astute analysis of the current macroeconomic situation and hypotheses for future economic performance, focusing on Brazil, Latin America, and China. Prospects for future steel production and consumption in China will be considered in detail in terms of their possible impacts on raw materials markets.
Macroeconomic overview with Latin American focus / Panorama macroeconomia com enfoque na América Latina / Visión general de la macroeconomía con foco en América Latina
Chinese steel & raw materials outlook: Short term supply worries, long term supply worries / Perspectivas para o aço e matérias-primas na China: Preocupações de suprimento no curto e longo prazos / Perspectivas para el acero y las materias primas: Inquietudes a corto y largo plazo
John Johnson, CEO, CRU China
10:30 COFFEE BREAK
11:00
Demand Drivers - What steel consumers are looking for / Fatores de demanda - O que os consumidores de aço procuram? / Impulsores de demanda - Lo que buscan los consumidores de acero
Global players will present their views on developments in steel consumers´ needs: qualities, prices and delivery. What part does steel distribution play? What are the hindrances to international trade? How will prices move into 2011? What are the advantages of steel futures?
Petrobras - Steel needs for a growing giant (title to be confirmed) / Petrobras - Necessidades siderúrgicas para um gigante em crescimento (título a ser confirmado) / Petrobras – Necesidades de acero para un gigante en crecimiento (Título por confirmar)
Sérgio Machado, President, PETROBRAS TRANSPORTE S.A. – TRANSPETRO, Brazil
Why the United States needs to understand the Brazilian steel market / Por que os Estados Unidos precisam entender o mercado siderúrgico brasileiro / Por qué Estados Unidos debe comprender al mercado acerero brasileño
Josh Spoores, Market Research Manager, MAJESTIC STEEL USA
The outlook for US steel sheet markets / Perspectivas para os mercados americanos de chapas de aço / La perspectiva para los mercados de chapas de acero de EE.UU.
Chris Houlden, Principal Consultant – Steel Business Unit, CRU, UK
Taking advantage of the futures market, promoting healthy development of the steel industry / Aproveitando o mercado de futuros, promovendo o desenvolvimento saudável da indústria siderúrgica / Tomar ventaja de los mercados de futuros, promocionando un desarrollo saludable de la industria del acero
Dongwei Chen, Deputy General Manager, SINOSTEEL FUTURES, China
12:30 LUNCH / ALMOÇO / ALMUERZO
14:00
New trends in Brazilian long & flat steel markets / Novas tendências nos mercados para produtos longos e planos no Brasil / Nuevas tendencias en los mercados de productos de acero planos y largos de Brasil
Brazilian players will present some of the latest developments on the country´s steelmaking scene: including growth prospects for long and flat steel products demand arising from government infrastructure programmes and preparation for events including the 2016 Olympic Games. What does increasing consolidation mean for the distribution and pricing of flat steel products?
New long products supplies for a growing market (title to be confirmed) / Novas fontes de suprimento de produtos longos para um mercado em crescimento (título a ser confirmado) / Nuevas fuentes de suministro de productos largos para un mercado en crecimiento (Título por confirmar)
Ricardo Henriques Leal, Senior Executive, VOTORANTIM SIDERURGIA, Brazil
Steel distribution in Brazil – Current trends / A distribuição do aço no Brasil – Tendências atuais / Distribución del acero en Brasil – Tendencias actuales
Christiano da Cunha Freire, President, FREFER METAL PLUS, Brazil
15:00 COFFEE BREAK
15:30
Steelmaking costs - is Latin America still at an advantage? / Custos de produção de aço - a América Latina ainda tem vantagem? / Costos de producción de acero - ¿Latinoamérica sigue teniendo la ventaja?
Chinese experts will give a view of Latin America´s position as a cost-effective global steel producer, taking into account recent steep increases in global raw materials steelmaking costs. How can mills globally ensure their capital expenditure is cost-effective?
Can cost advantages in Latin America continue with sharp increases in raw materials costs?
Ming He, Senior Consultant, CRU China
CAPEX optimization in steel / Como melhorar a efi ciência dos investimentos em siderurgia / Cómo optimizar los gastos de capital en el acero
Shaochun Chen, Vice – President, CISDI ENGINEERING CO., China
17:00 Close of conference / Encerramento da conferência / Cierre de la conferencia