North American Steel Conference
24-26 October 2007
The Drake Hotel, Chicago IL



Wednesday 24 October 2007
18:30 – 20:00 Welcome Reception sponsored by CRU
Thursday 25 October 2007
07.30 – 16:00 Registration Desk and Exhibition Open
WELCOME by Lynette Northey, Chief Executive Officer, CRU Events
INTRODUCTION BY THE SESSION CHAIRMAN
Mark L Parr, CFA, Managing Director, Key Banc Capital Markets Inc
KEYNOTE PRESENTATION - STEEL: AN AMERICAN PERSPECTIVE
John P Surma, Chairman and Chief Executive Officer, US Steel
Corporation
Session 1
STEEL AND GLOBALIZATION: CHALLENGES FOR STEEL BUYERS IN
THE GLOBAL TRANSPORTATION MARKET
PANEL CHAIRMAN - THE GLOBALIZATION OF STEEL. OEM & SUPPLIER CHALLENGES
Kim Korth, President, IRN, Inc
NEGOTIATING STEEL CONTRACTS - BEST PRACTICE NEGOTIATION STRATEGIES
Bruce Grant, Chairman & Senior Partner, Applied Value Group
STEEL PROCUREMENT FROM AN OEM PERSPECTIVE
Larry O Walker, Director, BIW, Raw Materials, Stampings & Assemblies Procurement and Supply, Chrysler LLC
Questions and Answers
Coffee break
sponsored by IBM (Introduction by Dick Claessen, IBM)
Session 2
STEEL PROCUREMENT: CHALLENGES, THREATS AND
OPPORTUNITIES
PRESENTATION
Scott Thiele, GM, Raw Material Commodities-Global Procurement
Operations, Whirlpool
THE EUROPEAN VERSUS THE NORTH AMERICAN APPROACH
Dr Thomas Ludwig, CEO/Chairman of the Executive Board, Klöckner &
Co. AG
THE ONGOING STEEL BOOM: HOW BUYERS CAN SURVIVE & PROSPER
Philip Tomlinson, Managing Consultant, CRU Strategies
Luncheon
sponsored by AK Steel
KEYNOTE PRESENTATION - AMERICAN MANUFACTURING: CHANGING TO COMPETE IN THE GLOBAL ECONOMY
James L Wainscott, Chairman, President and Chief Executive Officer,
AK Steel Corporation
Session 3
STEEL PRODUCERS: MARKET OUTLOOK AND PERSPECTIVES
PRESENTATION
Roy Platz, Director of Marketing and Analysis, ArcelorMittal
PRESENTATION
John P McConegly, General Manager,Marketing, Wheeling Pittsburgh
Steel Corp
2007-2008 MARKET OUTLOOK
Rob Beltz, Director Market Analysis and Strategy, US Steel Corporation
Questions and Answers
Coffee break
sponsored by IBM
Session 4
STEEL TRADE: THE SUPPLY SIDE WILD CARD
PRESENTATION
John Johnson, Chief Representative, Beijing Office, CRU
GLOBALIZATION AND TRADE INSTRUMENTS
Joe Spetrini, Deputy Assistant Secretary for Antidumping and
Countervailing Duty Policy and Negotiations, United States Department of
Commerce
18:00 River Boat Cruise and Dinner
sponsored by United States Steel Corporation
Friday 26 October 2007
INTRODUCTION BY THE SESSION CHAIRMAN
Mark L Parr CFA, Managing Director, Key Banc Capital Markets Inc.
KEYNOTE PRESENTATION
Dr Louis Schorsch, President/CEO, ArcelorMittal Flat Products
Americas
Session 5
STEEL RAW MATERIALS: WHERE THE IMPACTS ARE FELT
NORTH AMERICAN PERSPECTIVE ON A GLOBAL IRON ORE MARKET
Donald J Gallagher, President, North American Iron Ore, Cleveland-Cliffs Inc
PRESENTATION
Robert Hunter, Marketing & Application of Iron Products, Midrex Technologies Inc
CARBON TRADING AND HEAVY INDUSTRY
Kjell Olav Kristiansen, Director Advisory Services, Point Carbon North
America
Coffee break
Session 6
STEEL FUTURES: WILL THEY EVER BECOME A REALITY?
Panel Chairman – Joseph P Reinmann, President & CEO, Metal Resources Inc
FINANCIAL TOOLS FOR MANAGING VOLATILE STEEL PRICES
Jeff Kabel, Vice President, Koch Metals Trading Ltd.
DISCUSSION
Martin Abbott, CEO, London Metal Exchange
John Conheeney Jr, Marketing Director, Nymex
Jack Cook, Associate Director, Commodity Research and Product
Development, Chicago Mercantile Exchange Inc.
PRESENTATION
Jim Southwood, President, CRU Price Risk Management
CHAIRMAN'S CONCLUSION
Mark L Parr, CFA, Managing Director, KeyBanc Capital Markets Inc
Open Discussion
Luncheon
sponsored by ArcelorMittal
Close of Conference